Integration · Field service and construction
AI agents for Procore
Find projects, RFIs, submittals, punch items, observations and daily notes, see the project directory, and create RFIs, punch items and daily notes in Procore, signed in as a Procore user of one company.
- Actions
- 14
- Read
- 11
- Write
- 3
Actions
What your agents can do in Procore
14 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 11
Look things up. Nothing changes.
Find projects
Lists the company's projects the signed-in user can see (all of them for a company admin), optionally by name or number and status (Active by default).
Get a project
Reads one project by ID: name, project_number, address, city, state_code, zip, time_zone, description, start_date, completion_date, total_value, square_feet, phone, stage, type and office.
List project people
Lists the active users on a project's directory, optionally matching a search (first or last name, email, job title or company).
List project companies
Lists the companies (vendors, subcontractors) on a project's directory, optionally matching a search on the name.
Find RFIs
Lists a project's RFIs, optionally by a search on subject or number, status (open, closed, draft), the user who has the ball in court, or overdue only.
Get an RFI
Reads one RFI by ID: number, subject, status, due_date, questions.
Find submittals
Lists a project's submittals, optionally by a search, the user with the ball in court, or current revisions only.
Find punch items
Lists a project's punch items, optionally by a search, status (open, closed, pending) or priority (low, medium, high).
Find observations
Lists a project's observations (safety and quality items), optionally by a search and priority (Low, Medium, High, Urgent).
Read daily notes
Lists the approved Notes entries of a project's daily log for one day (today by default) or a date range.
List my companies
Lists the Procore companies the signed-in user belongs to.
Write 3
Create, change or send.
Create an RFI
Creates an RFI in a project: a subject, the question, and the RFI manager.
Create a punch item
Adds a punch item (work to fix before close-out) to a project: a name, with an optional description, due date, priority, assignees and manager (project user IDs), location, trade and reference.
Add a daily note
Adds a Notes entry to a project's daily log for a date (today by default), optionally marked as an issue affecting the project.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with Procore and approve access (OAuth).
Settings
- Environment
- Company ID
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Procore data
Ask a question in plain words. The agent can find projects, get a project or list project people in Procore, then answers with what it found.
- 02
Let an agent update Procore
Have the agent create an RFI or create a punch item in Procore as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Procore and Slack: it can find projects in Procore and post a summary to a Slack channel in the same run.
Works well with
More Field service and construction tools
- ServiceTitan16 actionsFind customers, locations and contacts, read and book jobs and appointments, see technicians, estimates and invoices, add job notes and send booking requests to the call centre in ServiceTitan.
- Jobber16 actionsFind clients and their properties, jobs, visits, quotes and invoices, see the team, and create clients, properties, service requests, jobs and notes in Jobber.
- Housecall Pro16 actionsFind customers and their addresses, jobs, estimates and invoices, see the team and open booking windows, and create customers, addresses, jobs, job notes and leads in Housecall Pro, with the company's API key.
- Autodesk Construction Cloud12 actionsFind ACC projects, their people and companies, and read, create and comment on issues in Autodesk Construction Cloud, signed in with an Autodesk account through Autodesk Platform Services.
- Buildium10 actionsList rental properties, units and leases, find tenants, read outstanding balances, resident requests and work orders, and log resident requests, to-dos and lease notes in Buildium property management software.
- Fieldwire11 actionsFind Fieldwire projects, tasks, statuses, categories and project members, create tasks and comment on them in Fieldwire by Hilti, the jobsite management app, with the account's API token.
FAQ
Procore and MyDeepAgents
Can MyDeepAgents connect to Procore?
Yes. The Procore connector has 14 actions: 11 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Procore?
Sign in with Procore and approve access (OAuth). The connection also asks for: Environment and Company ID. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Procore without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs.
Can I use Procore in workflows as well as agents?
Yes. Every Procore action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Procore to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.