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TylerIlunga

Procore MCP Server

Update Project Insurance

update_project_insurance

Update insurance records for a project by supplying fields like effective date, expiration, policy number, and status. Only provided fields are modified.

Instructions

Update the specified Insurance. Use this to update an existing Directory records (only the supplied fields are changed). Updates the specified Directory records and returns the modified object on success. Required parameters: project_id, id, vendor_id. Procore API: Core > Directory. Endpoint: PATCH /rest/v1.0/projects/{project_id}/insurances/{id}

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
project_idYesURL path parameter — unique identifier for the project.
idYesURL path parameter — unique identifier of the Directory resource
viewNoQuery string parameter — extended view of data
effective_dateNoJSON request body field — the effective date in YYYY-MM-DD format
enable_expired_insurance_notificationsNoJSON request body field — enable/Disable expired insurance notifications
exemptNoJSON request body field — exempt status
expiration_dateNoJSON request body field — the expiration date in YYYY-MM-DD format
info_receivedNoJSON request body field — information received (or not)
insurance_typeNoJSON request body field — the insurance type for this Directory operation
limitNoJSON request body field — the limit for this Directory operation
nameNoJSON request body field — provider name
notesNoJSON request body field — the notes for this Directory operation
policy_numberNoJSON request body field — the policy number for this Directory operation
statusNoJSON request body field — the status for this Directory operation
vendor_idYesJSON request body field — unique identifier of the vendor
additional_insuredNoJSON request body field — additional Individuals and/or Companies Insured
division_templateNoJSON request body field — the division template for this Directory operation
insurance_setsNoJSON request body field — the insurance sets for this Directory operation
origin_dataNoJSON request body field — the origin data for this Directory operation
origin_idNoJSON request body field — unique identifier of the origin
Behavior3/5

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

Annotations already indicate it's a write operation (readOnlyHint=false), and the description adds that it returns the modified object on success. However, it does not disclose side effects, required permissions, partial update behavior, or any other traits beyond what annotations provide. No contradiction with annotations.

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 concise with four sentences, the first being a clear action statement. The 'Required parameters' line is helpful but slightly redundant with the schema. The 'Procore API' line provides context but could be trimmed. Overall, it's efficiently front-loaded.

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

Completeness3/5

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

Given 20 parameters and no output schema, the description covers the basic intention and required fields but lacks information on return structure, error cases, or nuances of partial updates. It is minimally sufficient but leaves gaps for a complex tool.

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?

With 100% schema coverage, the description adds minimal value beyond listing three required parameters (project_id, id, vendor_id). It does not elaborate on parameter meanings, relationships, or format constraints, remaining at the baseline for well-documented schemas.

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 it updates an insurance record, specifying it's for existing Directory records and only changes supplied fields. However, it confusingly refers to 'Directory records' while the tool name is 'update_project_insurance', causing slight ambiguity. It implicitly differentiates from other update tools by focusing on insurance.

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

Usage Guidelines3/5

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

The description gives a basic usage instruction ('Use this to update an existing Directory records'), but fails to specify when not to use this tool or suggest alternatives (e.g., create, delete, or other insurance update endpoints). No explicit guidance on prerequisites or context.

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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