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The Procore integration gives agents read access to your construction project data — projects, RFIs, submittals, drawings, budgets, change orders, commitments, invoices, prime contracts, documents, and daily logs — plus approval-gated writes across project management and financials. A tenant admin configures the Procore OAuth app and environment once; each user then authorizes with their own Procore account and acts with their own in-app permissions.
Aperium calls Procore as the connecting user, so every read and write respects that user’s Procore project and company permissions.

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What you’ll need

  • A Procore OAuth app and its client ID and client secret.
  • The environment you’re connecting to — production, sandbox, or monthly sandbox. First-time setups typically start against a Procore developer (sandbox) app.
  • The Procore API version to target (and optionally a company ID, which Aperium auto-resolves when your account has a single company).

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Admin setup

1

Register a Procore OAuth app

Create an OAuth app in Procore’s developer portal for the environment you’re targeting. Aperium’s setup form displays the redirect (callback) URL to register in the app.
2

Configure the connection in Aperium

Open the Connect Aperium to Procore form and fill in:
  • Environment — production, sandbox, or monthly sandbox. This one selector drives both the OAuth endpoints and the API base, so you never point a sandbox connection at production by mistake.
  • API version, client ID, and client secret.
  • Company ID (optional — leave blank to auto-resolve from your single company).
3

Users link their accounts

Once saved, the Procore tile appears on every user’s Integrations page. Each user authorizes with their own Procore account to start using the tools.

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What agents can do

Read — search across companies, projects, and the project directory; project management (RFIs, submittals, drawing areas); financials (budget lines, change orders, commitments, invoices, prime contracts, schedule-of-values lines, contract payments); and documents and daily logs. Detail reads cover a single project, RFI thread, commitment, invoice with line items, prime contract, document, and daily log. Write (approval-gated, admin-only) — create an RFI, reply to an RFI, and add a daily-log note; plus financial writes: update project, commitment, and invoice fields, and create projects, commitments, invoices, and payments. Every write pauses for human approval before it runs, and posting operations show a dry-run preview and verify the result with a read-back. Change-order writes are out of scope.
Procore financial writes create and modify real financial records (invoices, commitments, payments). They are admin-only and always require explicit human approval before execution.

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Notes

  • Single account. Procore does not support linking multiple accounts per user.
  • Not covered. Procore webhooks, REST v2, multi-region, and file-byte downloads are out of scope for this connector.