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TylerIlunga

Procore MCP Server

Creates Or Updates A Budget Note For A Budget Or A Forecasting Row

creates_or_updates_a_budget_note_for_a_budget_or_a_forecasting

Create or update a budget note for a budget or forecasting row using company, project, and WBS code IDs. Provide note text and optional custom label.

Instructions

Creates or updates a budget note for a budget or a forecasting row. Use this to perform the creates or action on Budget records. Creates a new Budget records and returns the created object on success (HTTP 201). Required parameters: company_id, project_id, wbs_code_id. Procore API (v2.0): Construction Financials > Budget. Endpoint: POST /rest/v2.0/companies/{company_id}/projects/{project_id}/budget_notes/{wbs_code_id}

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
company_idYesURL path parameter — unique identifier for the Procore company
project_idYesURL path parameter — unique identifier for the Procore project
wbs_code_idYesURL path parameter — unique identifier of the wbs code
noteNoJSON request body field — a note for a budget or a forecasting row
labelNoJSON request body field — the custom name you have assigned to your Budget Note column. Use 'Notes' if using the default name
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate readOnlyHint=false (write operation) and destructiveHint=false. The description adds that it returns the created object on success (HTTP 201) and includes the endpoint. However, it does not explain update behavior, upsert semantics, or any side effects, which are important for a create/update tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description contains redundancy ('Creates or updates' repeated, 'creates or action' awkward phrasing) and grammatical errors. It includes useful endpoint info but could be more concise. It is not extremely verbose but not optimally structured.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The tool has no output schema, so the description should explain return values for both create and update cases. It only mentions returns on success for create (HTTP 201), not for update. It lacks details on note content validation, label usage, and error conditions, leaving gaps for an agent to understand the full behavior.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Input schema has 100% parameter description coverage, so the baseline is 3. The description repeats required parameters but does not add meaningful semantics beyond the schema, such as formatting or constraints for note or label fields.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'Creates or updates a budget note for a budget or a forecasting row,' specifying the verb (create/update) and resource (budget note). It distinguishes from sibling 'it_fetches_a_budget_note' which is a read operation.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description says 'Use this to perform the creates or action on Budget records,' indicating when to use the tool. It does not explicitly state when not to use it or provide alternatives, but the context implies it is for write operations.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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