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Box for Agentforce (MCP)

Search, edit, and get insights from your Box content

Overview

Connect Agentforce to content stored in Box using the Box MCP server. Enable Agentforce to search and access files, use AI to query documents, create or update content, extract metadata fields, and more, while respecting Box security and access policies.

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  • Resolve customer issues faster by giving Service agents instant, cited answers from SLAs, contracts, and Box Hubs - without switching tools.

  • Eliminate manual data entry by auto-extracting key contract details like expiration dates and values, saving them as Box metadata to keep Salesforce records current.

  • Close deals faster by letting Sales agents save pitch decks and proposals directly into Box from within their Agentforce workflow.

  • Cut research time by enabling agents to summarize technical requirements and project constraints from file contents inside Salesforce.

  • Keep teams aligned with always-current assets by letting Agentforce search, locate, and share marketing collateral or technical docs via secure links.

  • Deploy AI confidently, knowing every interaction - querying, updating, and extracting metadata - enforces existing Box security and access policies.

Box for Agentforce MCP connector is a secure, enterprise-grade bridge connecting Salesforce Agentforce to content stored in Box via Model Context Protocol (MCP). Ground AI agents in real business documents - contracts, pitch decks, technical requirements - without compromising data governance. The connector gives agents tools to search, read, and manipulate content while enforcing Box security and access policies. Content Intelligence This integration enables document automation powered by Box AI. Agentforce extracts key-value metadata such as expiration dates, contract values, or effective dates from unstructured documents and saves them in Box - keeping content organized and searchable without manual data entry. Agentforce can also create folders, upload files, and generate secure shared links for collaboration. Enterprise-Grade Security & Governance Agentforce retrieves accurate, citation-backed answers without exposing raw file content or bypassing permissions. Built on the open MCP standard, this plug-and-play integration respects the security and compliance controls already built in Box - so your Agentforce deployment stays trusted, governed, and ready to scale.

Categories

Industries
Horizontal Product
Financial Services
Public Sector
Personas
Administrator
Business User
Developer
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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