Clarant — Box Integration Setup Guide

Overview

Connecting Box lets Clara find, read and reason over the documents in your Box account using plain language — no folder digging, no downloading.

Once connected, Clara can:

• Find content — search files and folders by keyword, file type or date, and browse your folder tree
• Read documents — contracts, proposals, reports, spreadsheets, presentations and code
• Answer questions about a single file or across many at once, with citations back to the source
• Extract structured data — dates, amounts, parties, or any fields you define, using Box AI
• Work with metadata — create metadata templates, apply them to files and folders, and search by them
• Organise content — create folders, upload files and new versions, move, copy, rename and comment
• Use Box Hubs — browse Hub contents and ask questions across an entire Hub
• Watch for changes — Clara follows your Box activity in the background so document updates appear in your timeline alongside email, calendar and CRM

Clara can only reach content you already have permission to see in Box. All permissions, sharing rules and collaboration settings continue to be enforced by Box.

Prerequisites

• An Clara plan that includes connectors
• A Box account you can sign in to
• Box AI enabled on your Box plan — required only for the AI question-and-answer and extraction features. Everything else works without it.

If your organisation restricts external applications in Box, a Box administrator must enable Clara once, in Admin Console → Integrations → Platform Apps Manager. Most Box accounts do not need this step — you’ll know because the authorisation screen in Step 4 will refuse.

Install the Integration

1

Open your connector settings

Sign in to Clara and go to Settings → Connectors.

2

Find Box and click Connect

Locate Box in the connector list and click Connect. Clara will redirect you to Box to sign in.

3

Sign in to Box

Sign in with the Box account whose content you want Clara to work with. If you’re already signed in to Box in this browser, Box may skip straight to Step 4.

Which account?Connect the Box account you use day to day. Clara inherits exactly that account’s access — nothing more, nothing less.

4

Review and grant access

Box shows an authorisation screen listing what Clara is requesting:

Box permission	Why Clara needs it
Read and write all files and folders stored in Box	To search, browse and read your content, and to create folders, upload files, move, copy, rename and comment when you ask it to
Manage AI Requests	To use Box AI for answering questions about documents and extracting structured data

Click Grant access to Box.

ImportantGranting access does not give Clara access to anything you can’t already open in Box. Box evaluates every request against your own permissions.

5

You’re returned to Clara

Box redirects you back to Settings → Connectors. Box should now show a Connected badge.

6

Confirm the tools loaded

Click into the Box connector. You should see the full list of Box capabilities Clara can use. If the list is empty, disconnect and reconnect — the capability list is fetched from Box at connection time.

Configure the Integration

Verify the connection

Settings → Connectors → Box shows the current status. A healthy connection reads Connected. If it reads Reauthorisation required, click Connect again — see Troubleshooting.

AI Response Examples

When Clara answers from Box, it names the documents it used and links straight to them, so you can open the source in Box and check for yourself.

Disconnecting Box

1. Go to Settings → Connectors
2. Click into Box
3. Click Disconnect and confirm

You can reconnect at any time by repeating the install steps.

Uninstalling the Integration

Disconnecting in Clara is enough to cut off access. To also remove the authorisation on the Box side:

• As a user: sign in to Box, open Account Settings → Security, find Clara in your authorised applications and remove it.
• As a Box administrator: open Admin Console → Integrations → Platform Apps Manager, find Clara and disable or remove it. This revokes access for every user in your enterprise.

Revoking on the Box side invalidates Clara’s access immediately. The connector will show Reauthorisation required until someone reconnects.

Privacy & Security

• Authorisation uses Box OAuth 2.0. Clara never sees or stores your Box password.
• Access tokens are encrypted at rest and refreshed automatically.
• Clara operates as you. It cannot see any file, folder or Hub that your own Box account cannot open, and Box enforces every permission, classification and sharing rule on each request.
• Document content is read to answer your question and is not retained beyond what’s needed to produce and cite the answer.
• You can revoke access at any time from either side — Clara or Box.

See our Privacy Policy and Security overview for full details.

Troubleshooting