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TylerIlunga

Procore MCP Server

modify_an_existing_markup

Update markup settings for construction contracts and change orders to adjust percentage, conditions, or application rules in Procore financials.

Instructions

Modify an existing Markup. [Construction Financials/Contracts] PATCH /rest/v1.0/financials/markups/{id}

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesID of the Markup
project_idYesID of the Markup's Project
holder_typeYesType of the Markup's Holder
holder_idYesID of the Markup's Holder
applies_to_allNoIndicates if the markup applies to all change management items within the holder.
compoundNoDetails of the compound calculations for the markup.
markup_conditionsNoConditions that determine how the markup will be applied to change management items within the holder.
markup_setNoSet of the markup. - **Horizontal markup:** Calculates the markup amount on an individual line item. - **Vertical markup:** Calculates the markup amount as a subtotal on all line items on a change ...
nameNoName of the markup.
percentageNoPercentage value of the markup. The default precision is 50.
positionNoPosition of the markup in the markup set of the holder. The default is the next available position, starting at 1.
prime_line_item_idNoUnique identifier for the Prime Contract Line Item associated with the markup. This ensures synchronization between the estimated value (without vertical markup) and the revenue value (with verti...
tax_code_idsNoList of unique identifiers for tax codes associated with the markup. Applicable only when advanced calculations are enabled.
wbs_code_idNoID of the Wbs Code the Markup percentage will be applied to on a project's budget. Default is ID of the `None` Wbs Code.
Behavior2/5

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

No annotations are provided, so the description carries the full burden. It mentions 'Modify' (implying mutation) but does not disclose behavioral traits like required permissions, whether changes are reversible, side effects on related entities, or error handling. The API endpoint hint suggests a PATCH operation, but this is insufficient for understanding the tool's behavior in practice.

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

Conciseness4/5

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

The description is a single sentence with an API endpoint appended, making it brief and front-loaded. However, the API endpoint detail is extraneous for an AI agent and could be considered clutter, slightly reducing efficiency. Overall, it is concise but not perfectly structured for clarity.

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?

Given the complexity (14 parameters, no annotations, no output schema), the description is inadequate. It does not explain the mutation's impact, return values, or error conditions. For a tool that modifies financial markups with many parameters, more context is needed to guide the agent effectively.

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 description coverage is 100%, so the schema fully documents all 14 parameters. The description adds no parameter-specific information beyond what the schema provides, such as explaining relationships between fields like 'holder_type' and 'holder_id'. The baseline is 3 when the schema does the heavy lifting.

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

Purpose3/5

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

The description states the action ('Modify an existing Markup') and resource ('Markup'), which is clear. However, it does not distinguish this tool from its sibling 'add_a_new_markup' or other markup-related tools, and the inclusion of the API endpoint '[Construction Financials/Contracts] PATCH /rest/v1.0/financials/markups/{id}' adds technical detail but not functional differentiation.

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?

The description provides no guidance on when to use this tool versus alternatives like 'add_a_new_markup' or 'remove_an_existing_markup'. It lacks context about prerequisites, such as needing an existing markup ID, or any exclusions. The agent must infer usage from the name and parameters alone.

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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