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Integration · Automate and collaborate

Box and Meteor AI agents

Connect Box to a WhatsApp Met: search files, answer with what your documents say and share the right one, with Box's official MCP server.

How does Box connect to Meteor?

With the Box ready connector, your WhatsApp Met works with the files your company keeps in Box, using the permissions of the person who connects. It gives the Met 26 tools: it searches files and folders, reads their content and details, asks Box AI about one or several documents and pulls data out of them, comments, creates folders and uploads files. If the Box admin enables it, it also shares a file by link and generates documents from a template. To connect it, the Box admin registers the redirect URL Met shows and pastes the Client ID and the Client Secret into Met. Usage runs on your Box plan.

What it automates

What a Meteor Met does with Box

Send the right document on WhatsApp

When a customer asks for the spec sheet, the catalog or the contract, the Met finds the file in Box, checks its details to confirm it is the right version and, if the Box admin enabled shared links, sends them the link.

Answer with what a document says

If the customer asks about a term, a measurement or a warranty, the Met asks Box AI about the manual, the spec sheet or the hub where the answer lives and replies with that, citing the document when a citation is available.

Pull data from a stored document

From a quote or an order stored in Box, the Met pulls the fields you ask for, such as the date, the total or the document number, without anyone copying them by hand.

Organize each customer's folder

The Met creates a new customer's folder, uploads a new file there and leaves a comment on the file so the team member in charge sees it in Box.

26 tools

Everything your Met can ask Box for

Each one is a real action in the connector. You can switch off the ones you would rather it never used.

Tool What it does
who_am_i Returns the details of the Box user who authorized the connection.
search_files_keyword Searches files by keyword, with filters by metadata and by file extension.
search_files_metadata Searches files with queries on their metadata and can scope the search to a folder.
search_folders_by_name Searches folders by name.
get_file_details Returns a file's details, with its metadata, permissions and version.
get_file_content Returns the content of a file stored in Box.
get_file_preview Returns the preview widget for a file stored in Box.
get_folder_details Returns a folder's details, with its metadata, permissions and collaboration.
list_folder_content_by_folder_id Lists, page by page, the files, folders and web links inside a folder.
create_folder Creates a folder in Box.
upload_file Uploads a new file to Box.
copy_file Copies an existing file to another Box folder.
list_file_comments Lists all the comments on a file.
create_file_comment Leaves a comment on a file.
list_tasks Lists a file's tasks with their status, message and due date.
add_file_shared_link Creates or updates a file's shared link; it can be an open link. It comes off in Box and the Box admin has to enable it.
add_folder_shared_link Creates or updates a folder's shared link; it can be an open link. It comes off in Box and the Box admin has to enable it.
ai_qa_single_file Asks Box AI about a file and answers with citations when available. It reads up to 1 MB of text: if the file is larger, only the first 1 MB.
ai_qa_multi_file Asks Box AI about several files at once, with citations when available.
ai_qa_hub Answers a question with the content of a Box hub, with citations when available.
ai_extract_freeform Pulls data from one or more files with Box AI from a natural language instruction, with no fixed template, over up to 1 MB of text.
ai_extract_structured_from_fields Pulls data from one or more files with Box AI based on the fields you define: text, date, number, option or multiple options.
list_hubs Lists the Box hubs the connected person can access.
get_hub_items Returns the files and folders in a hub.
list_docgen_templates Lists the Box Doc Gen templates the connected person can access.
create_docgen_batch Generates documents from a Doc Gen template by filling its tags with the data it receives. It comes off in Box and the Box admin has to enable it.

The limits

What the Box integration does NOT do

We would rather say it here than have you find out during rollout.

Before you start

What you need to connect Box

  1. 1

    Box MCP server integration credentials

    The Box admin opens the Admin Console, goes to Integrations, finds Box MCP server and clicks Configure. Under Additional Configuration they add integration credentials (Add Integration Credentials), register the redirect URL Met shows as the Redirect URI, pick the Access Scopes and copy the Client ID and the Client Secret Box generates.

  2. 2

    Connect Box in Met

    In Met, open Connections → Box → Connect, paste the Client ID and the Client Secret and tap Connect. The Box window opens so you sign in and authorize Met. Then you choose which actions stay on.

  3. 3

    Enable in Box the actions that come off

    If you want the Met to share files by link or generate documents in batches, the Box admin turns those tools on in the Box MCP server's tool access controls.

  4. 4

    Enterprise Advanced license for Doc Gen

    Only needed if you will generate documents from templates: the server's Doc Gen permission needs a Box Enterprise Advanced license.

Frequently asked questions

Questions about Box and Meteor

Because Met cannot register itself with Box. The Box admin creates the Box MCP server credentials in the Admin Console, registers the redirect URL Met shows and pastes the Client ID and the Client Secret Box generates into Met.

Yes, if the Box admin enables shared links, which come off in Box. That link can be open, so it is worth checking which folders the connected account can see.

Box AI processes up to 1 MB of text per file. If the document is longer, it only reads the first 1 MB, so a very long manual is better split into several files.

You do, with your own Box plan. Meteor does not resell Box: the connector uses your company's account and what your Box plan and license allow.

Step by step

Automations that use Box

Complete tasks, with the steps and the tools that run at each one.

Automate and collaborate

Other integrations in the same family

Want to see a Met running Box?

We will show you with your own account connected, not with a canned demo.