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TylerIlunga

Procore MCP Server

Generates PDF Document

generates_pdf_document

Create a PDF document for a Procore project, listing users with optional filtering and grouping. Returns the URL to the generated PDF.

Instructions

Generate PDF Document from a project. The endpoint returns url to PDF file. See Filtering on List Actions for information on using the filtering capabilities provided by this endpoint. project_id defaults to the value set by procore_set_config when omitted. Acts on the generates PDF document and returns Procore's response for the operation. Failures come back as an error payload carrying the HTTP status — commonly 401 when the token has expired, 403 without tool permission, and 404 when an id does not resolve. Required parameters: project_id. Procore API: Core > Directory. Endpoint: POST /rest/v1.0/projects/{project_id}/users/pdf

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
vendorNoQuery string parameter — indicates whether vendor should be included in PDF document.
contactNoQuery string parameter — indicates whether contacts should be included in PDF document.
user_roleNoQuery string parameter — indicates whether user_role should be included in PDF document.
project_idYesURL path parameter — unique identifier for the project.
filters__id__NoQuery string parameter — returns users whose id attribute matches the parameter.
grouped_by_vendorNoQuery string parameter — indicates whether users should be grouped by vendor.
filters__except_idNoQuery string parameter — returns users except as specified.
filters__vendor_idNoQuery string parameter — return item(s) with the specified Vendor IDs.
filters__trade_id__NoQuery string parameter — returns users whose vendor record is associated with the specified trade id(s).
filters__permission_templateNoQuery string parameter — permission Template ID. Returns item(s) assiociated with the specified Permission Template ID.
Behavior4/5

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

The description adds valuable error handling details (401/403/404 statuses) and the project_id default behavior, which go beyond the annotations. It does not contradict the annotations (readOnlyHint=false matches the write operation). Missing async status polling info, but the provided error behavior is helpful.

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 opening sentence is concise and front-loaded. The description includes redundant generic text ('Acts on the generates PDF document...') and repeats 'Required parameters: project_id' which is already in the schema, adding unnecessary length.

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

Completeness4/5

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

The description provides the return type (URL), required parameter, error payload details, filtering documentation link, and API endpoint. It lacks an explicit statement about the PDF content (users) and whether the generation is asynchronous, but given the schema and endpoint, it's reasonably complete.

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?

Schema covers 100% of parameters with descriptions. The description adds one extra semantic: project_id defaults to the procore_set_config value when omitted, which is not in the schema. However, this is the only addition, and it's also repeated in the description's 'Required parameters' line.

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

Purpose4/5

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

The description clearly states the tool generates a PDF document from a project and returns a URL to the PDF file. The endpoint and 'Core > Directory' context indicate it targets the project directory, though it doesn't explicitly name 'users' or differentiate from other PDF export tools.

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

Usage Guidelines2/5

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

No explicit when-to-use guidance or alternatives are provided. The only usage hint is that project_id defaults to the config value, but there's no mention of when to prefer this over other PDF generation tools like create_pdf_export_for_a_prime_contract.

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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