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TylerIlunga

Procore MCP Server

Update A Company Action Plan Template

update_a_company_action_plan_template
Idempotent

Patch an existing company action plan template in Procore by submitting only the fields to change. Requires company and template IDs, returns the updated template.

Instructions

Updates an existing company action plan template for the specified Procore company. Send only the fields you intend to change; omitted fields keep their current values. Pass the record's fields as top-level arguments — they are nested under "plan_template" in the request payload for you. company_id defaults to the value set by procore_set_config when omitted, and id must identify an existing parent record — resolve it with the matching list tool first. Returns the modified company action plan template on success. 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: company_id, id. Procore API (v1.1): Project Management > Action Plans. Endpoint: PATCH /rest/v1.1/companies/{company_id}/action_plans/plan_templates/{id}

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesURL path parameter — company Action Plan Template ID
titleNoJSON request body field — the title for this Action Plans operation
privateNoJSON request body field — privacy flag of the Company Action Plan Template
company_idYesURL path parameter — unique identifier for the company.
descriptionNoJSON request body field — the description for this Action Plans operation
plan_type_idNoJSON request body field — iD of an Action Plan Type
Behavior5/5

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

Beyond the annotations (readOnlyHint false, idempotentHint true), the description discloses significant behavior: partial-field update semantics, company_id defaulting to procore_set_config, return value (modified template), and error-payload HTTP statuses (401, 403, 404). These details help the agent anticipate outcomes and troubleshoot failures, which is exactly what behavioral transparency requires.

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 longer than average but every sentence contributes value: purpose, partial-update guidance, payload nesting, defaulting, id resolution, return value, error handling, and endpoint. It is front-loaded with the core action and structured logically. Slight lengthiness prevents a 5, but there is no redundancy.

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?

Given the tool's complexity (6 parameters, mutation, defaulting, error cases) and the lack of an output schema, the description covers all necessary operational aspects: what it does, how to use it (partial update, resolve id via list), what to expect (return of modified template), and how failures manifest (error payload with HTTP statuses). It even includes the API endpoint and category, making the tool self-contained.

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 meaningful context beyond the schema by clarifying that record fields are nested under 'plan_template' in the request payload but passed as top-level arguments, and that company_id defaults to the configured value. This reduces ambiguity for the agent when constructing the call.

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 opens with 'Updates an existing company action plan template for the specified Procore company,' clearly stating the action (updates) and the resource (existing company action plan template). It distinguishes this from sibling tools like create or list by specifying 'existing' and 'updates.'

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 provides clear usage context: it explains partial updates ('Send only the fields you intend to change; omitted fields keep their current values') and directs the agent to resolve the id with a list tool first. It does not explicitly exclude creation scenarios, but the 'existing parent record' requirement and the presence of sibling create/list tools make the intended use clear.

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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