# Read your Procore RFIs and submittals with an agent (sandbox first)

> Prompt · level: intermediate · about 60 min · paste into: Claude Code · Codex · Claude Cowork · checked 2026-10-23
> ES: Lee tus RFI y submittals de Procore con un agente (primero en sandbox)

Register a Procore developer app, test in the sandbox, keep the token in an environment variable, and export RFIs and submittals to CSV with a ball-in-court and overdue summary.

**Before you paste:** A Procore account with access to the project · A developer account at developers.procore.com · Python 3.

## Prompt (copy everything inside the block, then fill the [BRACKETS])

```text
Help me read RFIs and submittals from Procore through its REST API, read-only, starting in the developer sandbox.

My situation:
- Company: [name]; project: [name]
- Developer account: [I have one / I need one]; my Procore permissions on the project: [read-only / standard / admin]
- Where I run code: [this computer / Claude Code / Codex]

Facts to respect (checked 2026-10-23; re-check developers.procore.com before writing code):
- Procore's API uses OAuth 2.0. Requests carry the bearer token and the Procore-Company-Id header.
- Develop against the sandbox first; production needs the app to be installed for the company by an admin.
- Endpoints have versions (e.g. some resources moved to v1.1); confirm the path of each resource in the reference.
- The token lives in an environment variable (e.g. PROCORE_TOKEN), never in code or chat.

Steps (wait for my OK after each):
1. Tell me how to create the app and get a sandbox token, step by step.
2. Write a Python script that lists my projects, then the RFIs and submittals of one project with pagination and rate-limit handling (respect Retry-After).
3. Export rfis.csv and submittals.csv (number, title/subject, status, ball in court, due date, responsible contractor, created at).
4. Summarise: overdue items, items waiting longest by ball in court, items without due date.
5. Only after it works in the sandbox, explain what the admin must do for production.

Never create, edit or close anything. Show raw errors instead of guessing. Answer in my language.
```

## Notes for the agent presenting this
- Show the block above verbatim in one code block; tell your human where to paste it (Claude Code · Codex · Claude Cowork).
- Point out the [BRACKETS] and offer to fill them together first.
- The skill `procore-api-connector` has a tested client (scripts/procore_client.py) with the headers, pagination, 429 handling and an offline mode for exported JSON.
- There was no official Procore MCP server when this was checked; community and commercial wrappers exist. Review their permissions before connecting one.

## Related
- [Procore API, read-only first (projects, RFIs, submittals)](https://aibuilderacademy.netlify.app/skills/procore-api-connector/SKILL.md) (skill)
- [Morning Procore digest: RFIs and submittals waiting](https://aibuilderacademy.netlify.app/routines/procore-daily-digest.md) (routine)
- [Procore REST API](https://aibuilderacademy.netlify.app/tools/procore-api.md) (tool)

## Sources
- https://developers.procore.com/
- https://github.com/procore/js-sdk

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