Secure Box access for AI agents

Files, folders, metadata, shared links, hubs, Doc Gen, and Box AI via Box's official MCP server

Through Box, agents can read and write files and folders, manage metadata and shared links, work with hubs and Doc Gen, and run Box AI over your content – every call runs through your policies and is logged for audit.

Server URL: https://mcp.box.com

Credential modes

Box supports bring your own app only. It does not support dynamic client registration, so your organization supplies a client ID and secret from Box. See Credential modes for how the modes compare.

Before you begin

  • Box access for one of the two routes in step 2: Admin Console access for Option A, or Box Developer Console access plus a Box admin who can approve the app for Option B. You do not need both routes.
  • Administrator access to your Agent Authority workspace, to add the resource.

Setup

Setup moves between two consoles. You copy a redirect URI in the Agent Authority console, create OAuth credentials in Box, then return to the console and paste them. Keep both tabs open as you work.

1. Copy the redirect URI

  1. In the Agent Authority console, go to Resources → Add Resource.
  2. Click Box.
  3. Click Copy next to Redirect URI.
Box credentials form in the Agent Authority console, showing Redirect URI with a Copy button, Client ID, Client Secret, and Token Endpoint Authentication
Copy the Redirect URI here, then come back for the Client ID and Client Secret in step 4

Box is bring-your-own-app only, so clicking it opens the credentials form directly, with no credential mode to choose.

The URI includes your tenant's region, so copy it rather than typing it. It takes the form https://oauth.aisecurity.services.<region>.connect.secureauth.com/auth/callback.

Leave this tab open. You return to it in step 4.

2. Get a client ID and secret from Box

Box offers two routes to the same pair of credentials, and the gateway accepts either.

  • Option A uses the Custom Box MCP Server integration that Box ships in the Admin Console. You build nothing, and Box approves the credentials automatically.
  • Option B creates your own app in the Developer Console. It gives you an app your organization owns, and it needs a Box admin to approve the app before anyone can connect.

Option A: the Custom Box MCP Server integration

  1. Sign in to Box and open the Admin Console.

  2. In the sidebar, click Integrations.

  3. Scroll to Individual Integration Controls.

  4. Set the Categories filter to MCP, or search for Custom Box MCP Server.

  5. Hover over Custom Box MCP Server and click Configure.

    Box Admin Console Integrations page with Custom Box MCP Server listed and its Configure button
  6. On the Configuration tab, under Additional Configuration, click + Add Integration Credentials.

    Custom Box MCP Server Configuration tab showing Additional Configuration marked required and the Add Integration Credentials link
  7. Name the entry, for example SA Agent Authority, and click Save.

  8. Expand the new entry and copy the Client ID and Client Secret.

  9. In the redirect URI field, paste the redirect URI you copied in step 1.

  10. Under Access Scopes, enable the scopes listed under Required scopes.

    Custom Box MCP Server Configuration tab showing the redirect URI field and the Access Scopes checkboxes for Content Actions and Administrative Actions
  11. Click Save.

Box splits the Access Scopes checkboxes into Content Actions and Administrative Actions, so scroll through both groups to find every scope on the list.

Option B: your own Developer Console app

  1. Go to the Box Developer Console.
  2. Click Create Platform App, then choose Custom App.
  3. Complete the form and click Next.
  4. Choose User Authentication (OAuth 2.0) and click Create App.
  5. On the Configuration tab, under OAuth 2.0 Redirect URIs, add the redirect URI you copied in step 1.
  6. Under Application Scopes, enable the scopes listed under Required scopes.
  7. Save the app.
  8. Copy the Client ID and Client Secret from OAuth 2.0 Credentials.

3. Have a Box admin approve the app

Option A needs nothing here: Box approves integration credentials automatically when you add them, and you can manage them later in the Admin Console. Skip to step 4.

For Option B, a Box admin approves the app before anyone can connect:

  1. In the Developer Console, open the Enablement tab. It appears only when your app needs approval.
  2. Click Review and Submit to send the app details to your Box admin.
  3. Ask a Box admin to approve the app in the Box Admin Console.

If sign-in succeeds but no Box tools work, check this approval first.

4. Finish in the console

  1. Go back to the Box form in the Agent Authority console.
  2. In Client ID, paste the client ID from step 2.
  3. In Client Secret, paste the client secret from step 2.
  4. Leave Token Endpoint Authentication on Auto-detect.
  5. Click Add.
  6. Sign in to Box when the gateway redirects you, through your SSO if configured.
  7. Review the requested access and click Allow.

You return to the console with your Box account connected.

Verify the connection

The gateway syncs the Box tools automatically. To check the connection end to end, ask your agent to run a request:

Who am I in Box

If your Box user details come back, the connection is working.

How users connect

Access is per user. Each additional user connects their own Box account the first time their agent calls a Box tool: the gateway returns a sign-in link, the user authorizes once, and the tools work from then on. Go to Connections to manage linked accounts.

Box's own file, folder, and collaboration permissions control what each user can reach. The gateway does not widen access beyond what the authenticated user could already do in Box.

Available tools

ToolDescription
who_am_iReturns detailed information about the currently authenticated Box user
get_download_urlIssues a temporary, single-use URL for downloading binary files from Box
get_file_contentReturns the content of a file stored in Box
get_file_detailsReturns detailed file information, including metadata, permissions, and versions
get_file_previewDisplays an interactive preview widget for a Box file
get_preview_pageReturns the current preview page as an image for analysis
get_folder_detailsRetrieves detailed folder information, including permissions and collaborations
list_folder_content_by_folder_idLists files, folders, and web links in a folder (paginated)
copy_fileCopies an existing file to a destination folder
copy_folderCopies an existing folder to a destination parent folder
create_folderCreates a folder in Box
create_metadata_templateCreates an enterprise metadata template
get_upload_urlIssues a temporary, single-use URL for uploading binary files to Box
move_fileMoves an existing file to a destination folder
move_folderMoves a folder to a new parent
set_file_metadataCreates or updates (upserts) custom metadata on a file for a template
set_folder_metadataCreates or updates (upserts) custom metadata on a folder for a template
update_file_propertiesUpdates file name, description, tags, and collections
update_folder_propertiesUpdates folder name, description, tags, and collections
update_metadata_templateUpdates a metadata template by scope and template key
upload_fileUploads a new file to Box
upload_file_versionUploads a new file version by providing the entire file contents
get_metadata_template_schemaReturns the schema and field keys for a metadata template
list_metadata_templatesLists available Box metadata templates (enterprise or global)
search_files_keywordSearches for files using keywords
search_files_metadataSearches for files using SQL-like metadata queries
search_folders_by_nameSearches for folders in Box by name using keyword matching
list_file_commentsLists all comments on a file
list_item_collaborationsLists all existing collaborations on an item
list_tasksLists all tasks for a file, including status, message, and due dates
add_file_shared_linkCreates or updates a shared link for a Box file
add_folder_shared_linkCreates or updates a shared link for a Box folder
create_collaborationInvites a user or group to a file, folder, or hub
create_file_commentCreates a comment on a file
update_collaborationUpdates a file, folder, or hub collaboration
ai_extract_freeformExtracts metadata from files using Box AI with natural-language prompts
ai_extract_structuredExtracts structured key-value metadata from files using Box AI
ai_extract_structured_from_fieldsExtracts structured metadata from files using custom field definitions
ai_extract_structured_from_fields_enhancedExtracts structured metadata using the Enhanced Extract Agent
ai_extract_structured_from_metadata_templateExtracts structured metadata from files using an existing template
ai_extract_structured_from_metadata_template_enhancedExtracts metadata using template and Enhanced Extract Agent
ai_qa_hubAsks a question about a Box hub and returns an answer based on content
ai_qa_multi_fileAsks a question about multiple files using Box AI
ai_qa_single_fileAsks a question about a single file using Box AI
get_hub_detailsRetrieves detailed information about a specific hub
get_hub_itemsGets items (files and folders) associated with a specific hub
list_hubsLists all hubs that the authenticated user can access
add_items_to_hubAdds files, folders, or web links to a hub
copy_hubCreates a copy of an existing hub, including structure and settings
create_hubCreates a hub
update_hubUpdates the title and description of a hub
get_docgen_template_by_idRetrieves details about a Doc Gen template
list_docgen_templatesLists all Box Doc Gen templates the authenticated user can access
create_docgen_batchGenerates documents from a Doc Gen template
create_docgen_templateMarks a Box file as a Doc Gen template

Which of these actually appear depends on your Box enterprise's MCP tool-access settings and licensing. The gateway syncs the live list from Box after the first account connects, so the Box AI, Hubs, and Doc Gen tools show up only when your plan and admin settings enable them.

Required scopes

Enable all three wherever you created the credentials, using Box's own labels:

  • Read and write all files and folders stored in Box (root_readwrite) – read and write files and folders.
  • Manage AI (ai.readwrite) – use Box AI for question answering and metadata extraction.
  • Manage DocGen (docgen.readwrite) – manage and run Box Doc Gen. This needs an Enterprise Advanced license, so leave it off if your plan does not include Doc Gen.

Policy examples

Rules are evaluated top to bottom and the first match wins, so a restrictive recipe needs a catch-all deny scoped to Box below its allow rules. Allow rules alone restrict nothing: your org starts with a seeded Allow all rule, and anything your allows don't cover falls through to it. New rules are inserted at the top of the list, so create rules in reverse order (catch-all deny first) or drag them into place afterwards. See Policies for the full model.

  • Read-only access. Deny get_upload_url, then allow who_am_i, get_*, list_*, and search_*, then deny *. The get_upload_url deny must sit above the get_* allow: it matches get_* but mints a temporary upload URL, and the upload that follows goes straight to Box without passing through the gateway.
  • Content without sharing. Deny add_file_shared_link, add_folder_shared_link, create_collaboration, and update_collaboration. Deny-only rules work against the seeded Allow all as long as they sit above it.
  • No AI processing. Deny ai_*.
  • Doc Gen workflows only. Allow list_docgen_templates, get_docgen_template_by_id, and create_docgen_batch, then deny * below them so nothing else on Box falls through to Allow all.

Next steps

  • Create a policy – start from the read-only pattern in Policy examples above.
  • Policies – how rule order, scoping, and the seeded Allow all rule interact.
  • Connections – manage the Box accounts your users have linked.

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