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TylerIlunga

Procore MCP Server

Update Project Exchange Rates

update_project_exchange_rates
Idempotent

Update existing project exchange rates in bulk. Provide the rate IDs from a prior GET; only fields you include are changed. Use is_active to soft-delete or reactivate.

Instructions

Updates existing project exchange rates in bulk. Requires the project to have multicurrency enabled. Each item in the exchange_rates array must include an integer id from a prior GET response; other fields are optional and only modified when present. Use is_active to soft-delete or reactivate a rate without losing its audit history. When project rates are synced with company rates, the rate values are computed automatically and the API-supplied exchange_rate is ignored. Send only the fields you intend to change; omitted fields keep their current values. company_id and project_id default to the values set by procore_set_config when omitted. Returns the modified project exchange rate 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, project_id, exchange_rates. Procore API: Construction Financials > Currency Configurations. Endpoint: PATCH /rest/v1.0/companies/{company_id}/projects/{project_id}/currency_configuration/exchange_rates

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
company_idYesURL path parameter — integer ID of the Procore company that owns the project. Obtainable from GET /rest/v1.0/companies.
project_idYesURL path parameter — integer ID of the Procore project whose exchange rates are being queried or modified. Obtainable from GET /rest/v1.0/companies/{company_id}/projects.
exchange_ratesYesJSON request body field — array of existing exchange rates to update. Each item must include the integer `id` of the rate being updated; other fields are optional and only updated if present.
Behavior5/5

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

Discloses soft-delete via is_active, omitted-fields-keep-current behavior, synced-rate override of exchange_rate, config-driven defaults, and error statuses (401/403/404). This goes well beyond annotations and provides substantial operational context.

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?

Dense but well-structured: purpose, prerequisites, key behaviors, defaults, return/errors, required parameters, and API reference. Every sentence adds value and it is front-loaded with the most important information.

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?

Covers returns (modified rate), common errors (401/403/404), prerequisites, defaulting behavior, and sync behavior. With no output schema, the description adequately explains the success and failure response shapes.

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?

Adds critical semantics for the exchange_rates array (id from prior GET, optional fields, partial updates) and is_active usage. However, it states company_id/project_id default when omitted, which conflicts with the schema's required marker and the description's own 'Required parameters' line.

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 starts with 'Updates existing project exchange rates in bulk,' which clearly states the verb (updates), resource (project exchange rates), and scope (bulk). This distinguishes it from sibling tools like create_project_exchange_rates (creation) and get_project_exchange_rates (retrieval).

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?

Provides prerequisite (multicurrency enabled), synced-rate caveat, and partial-update guidance. It does not explicitly name alternatives but implies usage via 'existing rates.' There is a minor contradiction where company_id/project_id are said to default when omitted yet listed as required.

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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