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TylerIlunga

Procore MCP Server

List Budget View Snapshots

list_budget_view_snapshots
Read-onlyIdempotent

Lists budget view snapshots for a project, filterable by snapshot type, approval status, or budget view, to find snapshots or get their IDs for later use.

Instructions

Returns a list of project-level snapshots for both project status and ad hoc. You can filter by type. Use this to discover budget view snapshots or to look up the id of one before calling a tool that needs it. Returns a JSON array of budget view snapshots; page and per_page control pagination and the response reports how many pages remain. Read-only — it changes nothing in Procore. 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: Construction Financials > Budget. Endpoint: GET /rest/v1.0/budget_view_snapshots

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoQuery string parameter — page number for paginated results (default: 1)
sortNoQuery string parameter — direction (asc/desc) can be controlled by the presence or absence of '-' before the sort parameter
per_pageNoQuery string parameter — number of items per page (default: 100, max: 100)
project_idYesQuery string parameter — unique identifier for the project.
filters__snapshot_typeNoQuery string parameter — return snapshot(s) of the specified type.
filters__budget_view_idNoQuery string parameter — return snapshot(s) using the specified budget view id. (This will replace budget_template_id filter)
filters__approval_statusNoQuery string parameter — return snapshot(s) in the specified status.
filters__budget_template_idNoQuery string parameter — return snapshot(s) using the specified budget template id.
Behavior5/5

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

Even with readOnlyHint and other annotations, the description adds substantial behavioral context: 'Read-only — it changes nothing in Procore,' return format (JSON array), pagination behavior ('response reports how many pages remain'), and typical error statuses (401, 403, 404). This goes well beyond the annotations.

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

Conciseness5/5

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

The description is appropriately sized and front-loaded with the core function, then provides usage, return details, safety, errors, and required parameters. Every sentence adds value; no wasted words.

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

Completeness5/5

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

For an 8-parameter list tool with rich annotations and no output schema, the description covers the essential aspects: purpose, usage, output format, pagination, error handling, required parameter, and API endpoint. It is fully sufficient for an agent to select and invoke this tool correctly.

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

Parameters4/5

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

Schema coverage is 100%, so the baseline is 3. The description adds extra meaning by highlighting 'You can filter by type' (relating to filters__snapshot_type), explaining pagination via page/per_page, and calling out 'Required parameters: project_id' — all beyond the schema text.

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 what the tool does: 'Returns a list of project-level snapshots for both project status and ad hoc.' It uses a specific verb (returns) and names the resource (budget view snapshots), and distinguishes itself from related list/detail tools by emphasizing discovery and ID lookup.

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?

It explicitly tells when to use this tool: 'Use this to discover budget view snapshots or to look up the id of one before calling a tool that needs it.' This is clear context, though it does not name alternate tools or exclusions.

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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