Install an App from the Procore Marketplace

As a company administrator, you have the ability to install an App from the Procore Marketplace to your company in Procore. You can install an App while you are in Procore, or install one directly from the Marketplace. There are two types of apps that can be installed:

• Agentic / AI-Enabled Apps: Apps containing AI Agents and Model Context Protocol (MCP) servers. These apps enable AI capabilities across systems while keeping external data in its host system and Procore data securely inside Procore. After installation, administrators configure which Datagrid Teamspaces and Projects the AI components apply to.

• Embedded Apps: Apps that launch and display directly within the Procore web interface.

• Data Connection (DMSA) Apps: Apps that import, export, or sync data between Procore and external systems via APIs. These require setting up a permission template for the app's user account in the Company Directory tool.

You can verify an app's type at any time by viewing your installed apps list in the company's Admin tool.

• Required User Permissions:

  • 'Admin' level permissions on the company's Admin tool and Directory tool.

When browsing the Procore Marketplace, you can filter and evaluate apps based on their AI capabilities:

1. Navigate to the Procore Marketplace.

2. Use the Marketplace search filters to filter by capability.
   

   

3. Click on an app tile to review its detail listing.

4. For AI enabled apps, the listing provides plain language disclosures outlining:

   • Agent Capabilities: What actions the AI agent can perform.

   • Connected Systems: Which external data sources or MCP servers the app connects to.

   • Data Boundaries: Plain-language verification that data is brokered securely across systems without being copied or moved into external training sets.

If you are already browsing the marketplace or want to install an application directly from the external site, follow these steps:

1. Navigate to the Procore Marketplace.

2. Click Log In, enter your Procore credentials, and click Log In again.

   • Note: If you are a Company Admin for more than one company, you will be prompted to select the specific company you want to log in to and install the app in.

3. Locate the application you want to install and click its tile.

4. Click Install App.

5. Review the installation details on the 'Install App' modal:

   1. For Data Connection Apps, this modal shows the target company and the specific tool permissions you are granting to the app.

6. Click Install to confirm your selection and proceed.

7. Click Close on the Installation Successful window.

If you are already logged into the Procore platform, you can initiate the installation process directly from your administrative settings:

1. Navigate to the company level Admin tool.

2. Under 'Administrative Settings', click App Management.

3. Click the + Install App button and choose Install App from Marketplace. Your browser will automatically redirect you to the Procore Marketplace.
   

4. Navigate to and click the tile for the app you want to install.

5. Click Install App (or Log in to Install). You will be guided through the remaining installation prompts.

1. Click Close in the 'Installation Successful' window.

2. Click + Create Configuration.

3. Enter the following information:
   Note: An asterisk (*) below indicates a required field.

   • Projects*: Select the specific project(s) in Procore where this app configuration should be applied.

   • Global Projects Config: Mark this checkbox to automatically apply this app configuration to all active projects as well as any future projects created in your Procore company account.

   • Company Level Config: Mark this checkbox to make this app configuration available at the company level, allowing users to launch the app directly from the top navigation header menu across Procore.

   • Title*: Enter a display name for this app configuration.

   • Smartsheet ID*: Enter the unique ID associated with your target Smartsheet sheet, report, or dashboard.

1. Edit the apps capabilities on the Configuration tab:

   1. Select Manage next to the capability you want to edit.

   2. Click Configure.

   3. Select any relevant features.

   4. Click Save Configuration.