Box

Box is the cloud content platform where legal, finance, and operations teams store contracts, partner files, and board reports. Reviewing renewal clauses across a folder of agreements or summarizing several quarterly reports usually means opening and reading each PDF one by one.

Search, read, and summarize files stored in Box without opening documents individually. Omnifact locates files across folders and Box Hubs, pulls structured details such as contract parties, renewal dates, and invoice totals using Box AI, and summarizes multiple documents in one conversation. Every person signs in with their own Box account so folder-level permissions stay intact, and uploads or folder changes wait for your confirmation in chat.

Provided by
Box
Access
Each employee signs in with their own Box account and only sees what they can already access.
Connects to
https://mcp.box.com
Product website
box.com

What you can do

  • Search files, folders, and metadata

    Locate contracts, reports, and presentations across Box by keyword, file type, custom metadata, or folder name.

  • Extract key dates and figures

    Pull structured fields such as parties, notice periods, renewal dates, and amounts out of contracts and invoices with Box AI.

  • Summarize files and Box Hubs

    Read full documents or query Box AI across one file, several files, or a Box Hub, complete with source references where available.

  • Inspect folder contents and permissions

    Browse folder trees and check the owner, sharing permissions, and version history of individual files.

  • Upload and organize files

    Upload new documents, create folders, and copy files or folders to the right destination after confirming in chat.

  • Manage comments, tasks, and Box Hubs

    Read and post file comments, inspect review tasks and collaborators, and create or update Box Hubs.

What to know before
using Box with Omnifact

Use cases, access permissions, data handling, and setup when connecting Box to Omnifact.

What can Omnifact do with Box?

Omnifact searches, reads, and summarizes files in Box in plain language. Legal teams review clauses across a folder of agreements, finance extracts renewal dates and payment terms from invoices, and project leads summarize status reports across Box Hubs. You can also organize folders and combine Box documents with Jira, Slack, or HubSpot in one conversation.

Can Omnifact pull dates and amounts out of Box contracts and invoices?

Yes. Omnifact uses Box AI to extract structured details such as contract parties, renewal dates, notice periods, and invoice totals from your Box files and presents them clearly in chat. Legal and finance teams can review deadlines or verify invoice figures across a folder without reading each PDF manually.

How can I summarize Box documents with Omnifact?

Ask in plain language for the key takeaways of a quarterly report or a comparison of every contract in a Box folder. Omnifact locates the files you have access to, reads them, and summarizes the findings in chat so you can ask follow-up questions right away.

Which Box files and folders can Omnifact see?

Only the files, folders, and Box Hubs your own Box account can already open. Everyone signs in with their personal Box account rather than a shared admin credential, so confidential folders remain invisible to anyone without Box access.

Who decides what Omnifact may upload or change in Box?

You and your admins. By default, uploading a file, creating a folder, or copying content waits for your confirmation in chat, while searching and reading run immediately. Omnifact admins can also disable write actions so teams start with read-only access.

How does Omnifact handle Box files?

Your files remain in Box under your agreement with Box. Omnifact reads documents live when a prompt requires them instead of copying or indexing your Box repository in advance. Omnifact is operated in Germany, business data is never used to train AI models, and admins can restrict Omnifact to European or Europe-hosted models.

How do I connect Box to Omnifact?

An Omnifact admin adds Box once for the organization, and team members sign in with their own Box account. If your company restricts third-party apps in Box, a Box admin approves Omnifact once in the Box Admin Console first.

Put your connected tools to work in one secure AI workspace

Connect Box alongside the other tools your team relies on, with per-user permissions, confirmation before changes, and German hosting built in.

GDPR Compliant
ISO 27001 Certified
Hosted in Germany