procore-core-workflow-a

"Procore core workflow a \u2014 construction management platform integration.\n\

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procore-pack Plugin
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procore-pack

Claude Code skill pack for Procore (24 skills)

saas packs v1.0.0
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Installation

This skill is included in the procore-pack plugin:

/plugin install procore-pack@claude-code-plugins-plus

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Instructions

Procore Core Workflow A

Overview

Build a complete RFI workflow: create, assign, respond, track, and close RFIs using the Procore API.

Prerequisites

  • Completed procore-hello-world with project access

Instructions

Step 1: Create RFI with Full Details


rfi_data = {
    "rfi": {
        "subject": "HVAC duct routing — Level 2 conflict",
        "question_body": "The HVAC ducts conflict with structural beams at grid B-4. Need routing alternatives.",
        "assignee_id": 11111,
        "rfi_manager_id": 22222,
        "due_date": "2026-04-15",
        "priority": "high",
        "cost_impact": "yes",
        "schedule_impact": "yes",
    }
}
rfi = requests.post(
    f"{BASE}/projects/{project_id}/rfis",
    headers={**headers, "Content-Type": "application/json"},
    json=rfi_data,
)
rfi_id = rfi.json()["id"]

Step 2: Add Response to RFI


response = requests.post(
    f"{BASE}/projects/{project_id}/rfis/{rfi_id}/responses",
    headers={**headers, "Content-Type": "application/json"},
    json={
        "response": {
            "body": "Route ducts below beam using 8-inch offset. See attached drawing.",
        }
    },
)

Step 3: Track RFI Status


rfi_detail = requests.get(f"{BASE}/projects/{project_id}/rfis/{rfi_id}", headers=headers)
data = rfi_detail.json()
print(f"RFI #{data['number']}: {data['status']['name']}")
print(f"  Days open: {data.get('days_open', 0)}")
print(f"  Responses: {len(data.get('responses', []))}")

Step 4: Close RFI


requests.patch(
    f"{BASE}/projects/{project_id}/rfis/{rfi_id}",
    headers={**headers, "Content-Type": "application/json"},
    json={"rfi": {"status": "closed"}},
)

Output

  • RFI created with full metadata (priority, impacts, due date)
  • Responses added to RFI thread
  • Status tracked through lifecycle
  • RFI closed upon resolution

Error Handling

Error Cause Solution
422 Invalid assignee User not on project Verify user is a project member
403 Cannot close Not RFI manager Only RFI manager can close
Missing responses RFI in draft status Distribute RFI first

Resources

Next Steps

Submittal workflow: procore-core-workflow-b

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