KCG Procore for Claude sandbox
Ask Claude about your Procore projects, RFIs, submittals, budgets and documents. Read-only: Claude can look, not change anything.
Connect
If your admin has already added the connector, you only need to sign in:
- In Claude, open Settings → Connectors.
- Find KCG Procore and click Connect.
- Sign in with your own Procore account and approve access.
- Start a chat and turn the connector on. Try "Who am I signed in as in Procore?"
Admins: add a custom connector once in your organization's connector settings, using this URL:
https://mcp.kcgchicago.com/mcpLeave any advanced or OAuth fields empty. Each person still signs in individually.
What you can see
Claude works as you. It sees only what your Procore permissions allow, the same as when you use Procore directly. If a project, budget or folder is hidden from you in Procore, it is hidden from Claude too. Only company Procore accounts (kcgchicago.com) can connect.
Things to ask
- List my active Procore projects.
- Show open RFIs on <project>, oldest due date first.
- Which submittals on <project> are waiting for review, and who has the ball?
- Open the Documents folder “03 PDF Drawings” on <project> and read <file name>.
- Summarize the budget for <project>: revised budget vs committed costs by cost code.
- Pull last week's daily logs and total manpower by trade.
Naming the project, and the folder for files, helps Claude find things faster.
Reading files
- PDFs (text layer) and plain text files are supported, up to about 25 MB.
- Scanned or image-only drawings have no readable text. Claude will say so instead of guessing.
- Long files are cut off. Ask for a specific section or page range if you need more.
Available tools
procore_get_file | Metadata for one Documents file: versions, size, uploader |
procore_get_folder | One Documents folder with its subfolders and files (id, name, size, version) |
procore_get_me | The Procore user you are signed in as: id, login (email) and name |
procore_get_project | One project with full details: number, address, stage, type, office, dates, value, owner and custom fields |
procore_get_rfi | One RFI with question, answers, assignees, distribution, attachments, due date and impacts |
procore_get_submittal | One submittal with workflow (approvers and responses), attachments, distribution, dates and linked drawings |
procore_list_budget_rows | Budget line items in one budget view: cost code, original budget, approved changes, revised budget, committed and direct costs, forecast |
procore_list_budget_views | Budget views configured for a project, with id and name |
procore_list_companies | The Procore companies you belong to, with company id, name and active flag |
procore_list_company_users | People in the company directory: id, name, email, job title, company, employee and active flags |
procore_list_daily_logs | Daily log entries of a project for one day (log_date) or a range (start_date and end_date), YYYY-MM-DD, grouped by log type |
procore_list_folders | The root of a project's Documents tool: top-level folders and files |
procore_list_manpower_logs | Manpower log entries of a project: company or trade, workers, hours, location per day |
procore_list_project_users | People in one project's directory: id, name, email, company, permission template |
procore_list_projects | Projects of a company with id, name, number, address, stage, status and dates |
procore_list_purchase_orders | Purchase order contracts of a project: number, title, vendor, status, executed flag, grand total |
procore_list_rfis | RFIs of a project: number, subject, status, ball in court, assignees, due date, impacts |
procore_list_subcontracts | Subcontracts (work order contracts) of a project: number, title, vendor, status, executed flag, grand total |
procore_list_submittals | Submittals of a project: number, revision, title, type, status, spec section, ball in court, approvers, required-on-site date |
procore_read_file | Read the contents of a Procore Documents file as text (PDF text layer and plain text files) |
Troubleshooting
- “Your Procore sign-in expired”: disconnect the connector in Claude and connect it again.
- “not allowed to use this connector”: you signed in with a non-company Procore account. Sign out of Procore and use your company login.
- 403 or “App is not connected to this company”: your Procore permissions don't include that item, or the app isn't installed for that company. Ask KCG IT.
- Results look cut off: lists return 100 items per page. Ask Claude for the next page or add a filter.
Questions or access problems: KCG IT.