Setting Up Procore AI Connector on Egnyte

Egnyte offers its users the ability to connect to external AI connectors in order to bridge the gap between Egnyte and widely used productivity tools.

This guide walks Egnyte admins through connecting Procore as an AI Connector using the Model Context Protocol (MCP). Once configured, users can query Procore project data, RFIs, submittals, meetings, incidents, and more directly from Egnyte's AI Assistant.

Prerequisites

• An active Procore account with Company Admin access
• Egnyte admin account
• Agent Mode enabled in Egnyte's AI Assistant
• Egnyte MCP App Version ID for Procore: 7c7c8b15-ef27-492a-b879-9b8e59a3d0fc

Install the Egnyte MCP App in Procore

The first step is to install the Egnyte MCP application in the Procore company account. This allows Procore to communicate with Egnyte's AI Assistant through the MCP protocol.

1. Log in to the Procore account at app.procore.com. Enter the email address and click on Continue.
   
2. Click on the profile icon in the top-right corner and select Account & Admin Settings. Alternatively, navigate to Company Tools -> Admin
   
   
3. Click on App Management in the sidebar.
   
4. Click on Install App -> Install Custom App option in the top-right corner of the App Management page.
   
5. Enter the App Version ID as 7c7c8b15-ef27-492a-b879-9b8e59a3d0fc and click on Install.
   
6. A confirmation message will appear. Click on Install to confirm.
   
7. Egnyte MCP app will appear in the Installed Apps list.
   

Configure Tool Permissions

The following tools are available in the Procore connector for configuration:

Read Tools

• List companies — Lists Procore companies the user can access.
• List projects — Lists projects for a selected Procore company, with optional status or name filters.
• Get project — Retrieves detailed information for one project.
• List documents — Lists files and folders in a project's Procore Documents tool.
• List RFIs — Lists Requests for Information for a project, with status and assignment filters.
• Get RFI — Retrieves the full details, question, response, and attachments for one RFI.
• List submittals — Lists project submittals with filters for title, status, reviewer, or specification section.
• Get submittal — Retrieves a submittal’s workflow, approvers, current status, and ball-in-court details.
• List submittal responses — Lists the configured response options, such as Approved or Revise and Resubmit.
• List safety incidents — Lists recorded site safety incidents, with filters for dates, type, hazards, and status.
• Get safety incident — Retrieves the full narrative, witness details, corrective actions, and attachments for an incident.
• List meetings — Lists project meetings, including dates, attendees, and meeting type.
• Get meeting — Retrieves a meeting’s agenda, minutes, attendees, and action items.
• Get daily log summary — Returns aggregated daily-log counts by type, such as manpower, weather, notes, and equipment.
• List punch items — Lists project punch items, including descriptions, assignees, status, and due dates.
• Get punch item — Retrieves complete details for one punch item before it is changed.
• List punch item types — Lists configured punch-item types available for a project.
• List punch-list assignee options — Lists people eligible to be assigned to project punch items.
• List observations — Lists project observations for safety or quality findings, with status, priority, and assignee filters.
• Get observation — Retrieves full details for one observation.
• List observation types — Lists valid observation types and their categories for a project.
• List project users — Lists project members with their names, emails, roles, and permission templates.
• List vendors — Lists vendor companies in the company directory, optionally filtered by name, trade, country, or active status.
• Get current user — Retrieves the identity of the user associated with the current Procore connection.

Write Tools

• Create RFI — Creates a draft or open RFI with a subject, question, assignees, and optional due date.
• Update RFI — Updates selected RFI fields such as status, subject, due date, assignee, or question.
• Update submittal status — Records the current user’s approval response on a submittal and advances its workflow when applicable.
• Create punch item — Creates a new punch item with optional assignee, priority, due date, and location.
• Update punch item — Updates an existing punch item’s fields, assignment, due date, priority, or workflow status.
• Create observation — Creates a new project observation with a required type and optional assignment, priority, and due date.
• Update observation — Updates an observation’s title, description, status, assignee, date, priority, or type.

Admins can set permissions for each tool by selecting either Allow unsupervised or Always ask permission.

Refer the steps to publish the connector, editing the connector, along with the other admin actions.

Troubleshooting

OAuth Authentication Fails

Confirm that the Egnyte MCP app is installed in Procore. Check that the Procore account has Company Admin permissions. If the app was recently installed, wait a few minutes and try again.

Connector is Published but Users Cannot See It

Users must have Agent Mode enabled in their AI Assistant Tools panel. They may need to refresh their browser or start a new AI Assistant conversation to see newly published connectors.

Tools Return Empty Results

The user's Procore account must have access to the projects and data being queried. Procore tools respect the user's existing Procore permissions - if they cannot see a project in Procore, the AI Assistant cannot access it either.