---

name: procore-install-auth description: >- Choose and implement the correct Procore OAuth 2.0 boundary for a user-facing app or headless data connector. Use when registering credentials, selecting Authorization Code versus DMSA Client Credentials, caching tokens, or planning revocation. Trigger with: "set up Procore auth", "choose Procore OAuth flow", "configure a Procore DMSA". allowed-tools: Read, Grep, Write, Edit version: 2.0.0 argument-hint: '[app-type-and-required-tools]' model: inherit effort: high license: MIT author: Jeremy Longshore jeremy@intentsolutions.io tags:

• saas
• procore
• authentication
• oauth compatibility: 'Requires a Procore Developer account, an approved secret store, and network access to the selected Procore environment.'

---

Procore OAuth and DMSA Boundary

Overview

Select authentication from the actor model, not implementation convenience. User-facing applications normally use Authorization Code, while unattended connectors use Client Credentials through a Developer Managed Service Account whose manifest permissions bound access.

Prerequisites

• Named application owner and classified user-facing or headless workload
• Exact company-level and project-level tools the workload must access
• Approved callback, secret store, token cache, rotation owner, and revocation path

Instructions

Step 1: Choose the grant

Use Authorization Code when the integration acts as a Procore user. Use Client Credentials only for a DMSA or explicitly governed service account that operates without user context.

Step 2: Define least privilege

List required tool operations before building the app manifest. For a DMSA, encode only those company and project permissions, and require the administrator to select permitted projects during installation.

Step 3: Separate credentials

Keep production and Developer Sandbox credentials, tokens, login hosts, and API hosts isolated. Never accept a token minted for one environment in another environment's configuration.

Step 4: Implement token lifecycle

Exchange credentials only from a confidential backend, cache the returned Bearer token until its reported expiry, serialize refresh-token replacement for Authorization Code clients, and persist a newly rotated refresh token atomically.

Step 5: Prove the boundary

Run one permitted read and one expected-denial test. Include Procore-Company-Id where the endpoint or Multiple Procore Regions contract requires company routing.

Step 6: Revoke and rotate

Document how an operator revokes authorization, replaces credentials, observes the new credential, and removes the old one without logging secrets.

Authentication

Procore REST requests use OAuth 2.0 Bearer tokens. Authorization Code represents a logged-in user's permissions; Client Credentials represents a DMSA's configured permissions and permitted projects. Keep client secrets and tokens server-side, and never place them in evidence.

Tool Discipline

Use Read and Grep to inspect application manifests, endpoint requirements, and existing configuration. Use Write or Edit only for the approved configuration, code, test, or redacted receipt; do not change Procore permissions or installations without administrator approval.

Output

• Grant-selection decision and least-privilege permission inventory
• Environment-specific credential and token-lifecycle configuration
• Positive, negative, rotation, and revocation evidence with secrets removed

Return a concise receipt containing the app type, grant, environment, permitted tools, test outcomes, and rollback owner.

Examples

A nightly project synchronizer uses a DMSA Client Credentials grant with read access only to the required tools and selected projects. A browser application that edits on behalf of a superintendent instead uses Authorization Code and inherits that user's access.

Error Handling

Failure	Response
Token request rejects the client	Stop retries; verify environment, grant, credential source, and app installation.
Refresh token is rejected	Re-authorize the user; do not reuse a refresh token after a successful exchange.
Permitted call returns 403 or hidden 404	Check DMSA tool permission, project membership, installation, and company routing.
Credential may be exposed	Revoke or rotate immediately, invalidate caches, and scrub derived artifacts.

Resources

• First-party source notes
• Choose an authentication method
• Client Credentials grant
• Developer Managed Service Accounts