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Egnyte

Collaboration

Egnyte MCP server enables AI agents to securely search, retrieve, and analyze content stored in any Egnyte domain. It wraps Egnyte’s public APIs and enforces native permissions, compliance rules, and audit logging.

21ChatGPT Tools
23Claude Tools
CollaborationCategory

Use Cases

financial-services

Available Tools

Advanced Search

advanced_search
Full Description

Search files and folders at Egnyte using advanced search parameters.

Parameters (1 required, 18 optional)
Required
querystring

Search text (min 3 characters, max 100 characters)

Optional
countinteger

Results count (1-20). Maximum value is 20, it is not possible to fetch more results at once.

custom_metadataarray

Metadata filters with namespace, key, operator, value. Provide this argument in JSON format.

file_query_fieldsarray

['ALL'/'FILENAME'/'COMMENTS'/'CONTENT']. Provide this argument in JSON format.

folderstring

Folder path like '/Shared/Documents'

folder_query_fieldsarray

['ALL'/'FOLDERNAME'/'DESCRIPTION']. Provide this argument in JSON format.

mltarray

Document IDs for similarity search. Provide this argument in JSON format.

mlttarray

Text content for similarity search. Provide this argument in JSON format.

modified_afterinteger

Unix timestamp in milliseconds

modified_beforeinteger

Unix timestamp in milliseconds

namespacesarray

Namespaces to include in results. Provide this argument in JSON format.

offsetinteger

Start position (0-based)

query_operatorstring

'ALL'/'ANY' word matching

Options:ANYALL
snippet_requestedboolean

Include text snippets

sort_bystring

'score'/'last_modified'/'size'/'name'

Options:last_modifiedsizenamescore
sort_directionstring

'ascending'/'descending'

Options:ascendingdescending
typestring

'FILE'/'FOLDER'/'ALL'

Options:FILEFOLDERALL
uploaded_afterinteger

Unix timestamp in milliseconds

uploaded_beforeinteger

Unix timestamp in milliseconds

Ask Copilot

ask_copilot
Full Description

Ask a question to Egnyte Copilot with optional context from specific files/folders.

Parameters (1 required, 4 optional)
Required
questionstring

The question to ask Copilot

Optional
chat_historyarray

Previous conversation messages as list of {"role": "user/assistant", "content": "message"}. Provide this argument in JSON format.

file_entry_idsarray

List of file entry IDs (UUID format) to include in context. Can be obtained from listing Egnyte filesystem. Provide this argument in JSON format.

folder_idsarray

List of folder IDs (UUID format) to include in context. Can be obtained from listing Egnyte filesystem. Provide this argument in JSON format.

include_citationsboolean

Whether to include citations in the response (defaults to false)

Ask Document

ask_document
Full Description

Ask a question about a specific document in Egnyte using Egnyte AI.

Parameters (2 required, 2 optional)
Required
entry_idstring

The unique identifier (UUID format) of the document version. Can be obtained from listing Egnyte filesystem.

questionstring

The specific question user wants to ask against the document

Optional
chat_historyarray

Previous conversation messages as list of {"role": "user/assistant", "content": "message"}. Provide this argument in JSON format.

include_citationsboolean

Whether to include citations in the response (defaults to false)

Ask Knowledge Base

ask_knowledge_base
Full Description

Ask a question to a specific Knowledge Base.

Parameters (2 required, 2 optional)
Required
kb_idstring

The unique identifier of the Knowledge Base

questionstring

The question to ask the Knowledge Base

Optional
chat_historyarray

Previous conversation messages as list of {"role": "user/assistant", "content": "message"}. Provide this argument in JSON format.

include_citationsboolean

Whether to include citations in the response

Create Comment

create_comment
Full Description

Create a new comment (note) on an existing file in Egnyte.

Parameters (2 required)
Required
file_pathstring

The path to the file to add the comment to (e.g., '/Shared/Documents/report.pdf')

messagestring

The comment text to add to the file

Create Folder

create_folder
Full Description

Create a new folder in Egnyte. Fails if folder already exists or parent folders do not exist. Use list_filesystem_by_path first to verify the parent path exists.

Parameters (1 required)
Required
pathstring

Absolute path for the new folder. Must start with '/Shared' (shared files) or '/Private' (user's private files). Example: '/Shared/Projects/2024/NewFolder'. All parent folders must already exist.

Create Link

create_link
Full Description

Create a share link for a file or folder in Egnyte. Returns the created link URL and details.

Parameters (2 required, 13 optional)
Required
pathstring

The path to the file or folder to create a link for (e.g., '/Shared/Documents/report.pdf')

typestring

Type of link: 'file' for file download link, 'folder' for folder access link, 'upload' for upload link

Options:filefolderupload
Optional
accessibilitystring

Link accessibility: 'anyone' (public), 'password' (password protected), 'domain' (domain users only), 'recipients' (specific recipients only). Default is 'anyone'.

Options:anyonepassworddomainrecipients
add_file_nameboolean

Whether to add the file name to the link URL. Default is true.

copy_meboolean

Whether to send a copy of the notification email to the link creator. Default is false.

expiry_clicksinteger

Number of clicks after which the link expires

expiry_datestring

Expiration date for the link in ISO 8601 format (e.g., '2024-12-31')

folder_per_recipientboolean

For upload links, whether to create a separate folder for each recipient. Default is false.

link_to_currentboolean

For file links, whether to link to the current version only. Default is false.

messagestring

Custom message to include in the email notification

notifyboolean

Whether to notify the link creator when the link is accessed. Default is false.

passwordstring

Password for the link (required when accessibility is 'password')

protectionstring

Link protection level: 'NONE', 'ENCRYPTED', or 'PREVIEW'. Default is 'NONE'.

Options:NONEENCRYPTEDPREVIEW
recipientsstring

Comma-separated list of email addresses for recipients (required when accessibility is 'recipients')

send_emailboolean

Whether to send email notification to recipients. Default is false.

Download File By Id

download_file_by_id
Full Description

Download a file from Egnyte file system by unique file ID.

Parameters (1 required, 1 optional)
Required
idstring

Unique file identifier (UUID format, group_id from file listings or search results). Can be obtained from listing Egnyte filesystem.

Optional
entry_idstring

Specific version entry ID (UUID format) to download (downloads current version if omitted). Can be obtained from listing Egnyte filesystem.

Download File By Path

download_file_by_path
Full Description

Download a file from Egnyte file system by path.

Parameters (1 required, 1 optional)
Required
pathstring

Full path to the file (e.g., "/Shared/Documents/report.pdf")

Optional
entry_idstring

Specific version entry ID (UUID format) to download (downloads current version if omitted). Can be obtained from listing Egnyte filesystem.

Fetch

fetch
Full Description

Fetch content of a specific document in Egnyte.

Parameters (1 required)
Required
idstring

The unique identifier of the document to fetch in format group_id/entry_id (both UUIDs). Can be obtained from 'search' tool results.File content will be truncated to 10000 characters.

Get Comment

get_comment
Full Description

Get detailed information for a specific comment in Egnyte by its unique identifier.

Parameters (1 required)
Required
comment_idstring

The unique UUID identifier of the comment to retrieve

Get Folder Stats

get_folder_stats
Full Description

Get comprehensive statistics for a folder in Egnyte including size and item counts.

Parameters (1 required)
Required
folder_idstring

Unique identifier of the folder

Get Link Details

get_link_details
Full Description

Get detailed information about a specific Egnyte link by its ID.

Parameters (1 required)
Required
link_idstring

The unique identifier of the link to retrieve

Get Project Details

get_project_details
Full Description

Get detailed information about a specific project by its unique ID.

Parameters (1 required)
Required
project_idstring

The unique identifier of the project to retrieve

Get Workflow Details

get_workflow_details
Full Description

Get detailed information for a specific workflow by its unique identifier. Retrieves comprehensive workflow details including all steps, tasks, comments and status information.

Parameters (1 required)
Required
workflow_idstring

The unique UUID identifier of the workflow to retrieve

List Comments

list_comments
Full Description

List comments for a specific file/folder or all comments in the Egnyte domain.

Parameters (1 required, 4 optional)
Required
file_pathstring

URL encoded path to the file to get comments for (if not provided, returns all domain comments), do not provide folders

Optional
countinteger

Number of results to return (default: 25, max: 100)

end_timestring

Get comments created before this time in ISO 8601 format (e.g., "2024-12-31T23:59:59Z")

offsetinteger

Zero-based index for pagination (default: 0)

start_timestring

Get comments created after this time in ISO 8601 format (e.g., "2024-01-01T00:00:00Z")

List Filesystem By Id

list_filesystem_by_id
Full Description

List files and folders in Egnyte file system by unique ID with comprehensive metadata and options.

Parameters (2 required, 12 optional)
Required
idstring

Unique identifier (UUID format) of the file (group_id) or folder (folder_id). Can be obtained from listing Egnyte filesystem.

typestring

Resource type - 'file' or 'folder'

Optional
allowed_link_typesboolean

Include allowed link types for files and folders

countinteger

Maximum number of items to return for pagination

include_collaborationboolean

Include collaboration app/integration info (requires include_locks=true)

include_locksboolean

Include file lock information

include_permboolean

Include current user's permission level on folders/files

keystring

Custom metadata field to sort by (format: namespace.key) - required when sort_by='custom_metadata'

list_contentboolean

Include folder contents (files and subfolders) - default: true

list_custom_metadataboolean

Include custom metadata for each item

offsetinteger

Zero-based index for pagination start position

permsboolean

Include detailed permissions for users and groups

sort_bystring

Sort field - 'name', 'last_modified', 'uploaded_by', 'custom_metadata'

Options:namelast_modifieduploaded_bycustom_metadata
sort_directionstring

Sort direction - 'ascending' or 'descending'

Options:ascendingdescending

List Filesystem By Path

list_filesystem_by_path
Full Description

List files and folders in Egnyte file system by path with comprehensive metadata and options. Optionally include folder statistics.

Parameters (1 required, 13 optional)
Required
pathstring

Full path to file or folder (e.g., "/Shared/Documents", "/Private/user/folder")

Optional
allowed_link_typesboolean

Include allowed link types for files and folders

countinteger

Maximum number of items to return for pagination

include_collaborationboolean

Include collaboration app/integration info (requires include_locks=true)

include_locksboolean

Include file lock information

include_permboolean

Include current user's permission level on folders/files

includeStatsboolean

Include folder statistics (size, file count, folder count) - default: false

keystring

Custom metadata field to sort by (format: namespace.key) - required when sort_by='custom_metadata'

list_contentboolean

Include folder contents (files and subfolders) - default: true

list_custom_metadataboolean

Include custom metadata for each item

offsetinteger

Zero-based index for pagination start position

permsboolean

Include detailed permissions for users and groups

sort_bystring

Sort field - 'name', 'last_modified', 'uploaded_by', 'custom_metadata'

Options:namelast_modifieduploaded_bycustom_metadata
sort_directionstring

Sort direction - 'ascending' or 'descending'

Options:ascendingdescending

List Knowledge Bases

list_knowledge_bases
Full Description

List available Knowledge Bases in Egnyte.

Parameters (3 required, 8 optional)
Required
sort_byarray

Sort criteria - ["name"] or ["createdOn"]. Count of elements in sort_by and sort_direction must be the same. Provide this argument in JSON format.

sort_directionarray

Sort direction - ["ASC"] or ["DESC"]. Count of elements in sort_by and sort_direction must be the same. Provide this argument in JSON format.

statusarray

Filter by status - ["ACTIVE"], ["DELETED"], ["CREATED"]. Provide this argument in JSON format.

Optional
created_afterinteger

Filter by creation date (milliseconds since epoch)

created_beforeinteger

Filter by creation date (milliseconds since epoch)

created_byinteger

Filter by creator user ID

include_placeholder_databoolean

Include placeholder data in response

include_processing_statisticsboolean

Include processing statistics

include_promptsboolean

Include prompt data

pageinteger

Page number for pagination (0-based)

sizeinteger

Number of results per page

List Links

list_links
Full Description

List Egnyte links with filtering and pagination support.

Parameters (0 required, 8 optional)
Optional
accessibilitystring

Filter by accessibility - 'anyone', 'password', 'domain', 'recipients'

Options:anyonepassworddomainrecipients
countinteger

Number of results to return (max 500)

created_afterstring

date in format YYYY-MM-DD - links created after this date

created_beforestring

date in format YYYY-MM-DD - links created before this date

offsetinteger

Starting position for pagination (0-based)

pathstring

Filter links to specific file or folder path

typestring

Filter by link type - 'file' or 'folder'

Options:filefolder
usernamestring

Filter links created by specific user

List Projects

list_projects
Full Description

List all project folders in the Egnyte domain. Optionally filter by folderId path and include detailed project information.

Parameters (0 required, 1 optional)
Optional
folderIdstring

Optional folderId id to filter projects by root folder

List Workflow Tasks

list_workflow_tasks
Full Description

List workflow tasks assigned to the current user with filtering and pagination support.

Parameters (0 required, 5 optional)
Optional
limitinteger

Maximum tasks to return per call (1-50, default: 50)

offsetinteger

Zero-based pagination offset (default: 0)

sortBystring

Sort field - 'NAME', 'DUE_DATE', 'STATUS', 'TASK_TYPE' (default: 'DUE_DATE')

Options:NAMEDUE_DATESTATUSTASK_TYPE
sortDirectionstring

Sort direction - 'ASC', 'DESC' (default: 'ASC')

Options:ASCDESC
statusstring

Filter tasks by status - 'IN_PROGRESS', 'BEING_CANCELLED', 'CANCELLED', 'SUSPENDED', 'APPROVED', 'REJECTED', 'COMPLETED'

Options:IN_PROGRESSCANCELLEDAPPROVEDREJECTEDCOMPLETED

List Workflows

list_workflows
Full Description

List Egnyte workflows with comprehensive filtering and pagination support.

Parameters (0 required, 9 optional)
Optional
assigneeIdinteger

Filter workflows assigned to specific user ID

assignerIdinteger

Filter workflows created by specific user ID

completionStatusstring

Filter completed workflows by approval status - 'APPROVED', 'REJECTED'

Options:APPROVEDREJECTED
groupIdstring

Filter workflows created on specific file (UUID format, group_id). Can be obtained from listing Egnyte filesystem.

limitinteger

Maximum workflows to return per call (1-25, default: 25)

offsetinteger

Zero-based pagination offset (default: 0)

sortBystring

Sort field - 'NAME', 'CREATION_DATE', 'DUE_DATE', 'COMPLETION_DATE', 'WORKFLOW_STATUS', 'WORKFLOW_COMPLETION_STATUS' (default: 'DUE_DATE')

Options:NAMECREATION_DATEDUE_DATECOMPLETION_DATEWORKFLOW_STATUSWORKFLOW_COMPLETION_STATUS
sortDirectionstring

Sort direction - 'ASC', 'DESC' (default: 'ASC')

Options:ASCDESC
statusstring

Filter by workflow status - 'IN_PROGRESS', 'BEING_CANCELLED', 'CANCELLED', 'SUSPENDED', 'COMPLETED'

Options:IN_PROGRESSBEING_CANCELLEDCANCELLEDSUSPENDEDCOMPLETED

Search

search
Full Description

Search for files in Egnyte by full text query. It returns a list of documents with content snippets.The index used for search is made from file name, its extracted content and metadata.

Parameters (1 required)
Required
querystring

The search query string to find relevant documents

Search Projects By Folder

search_projects_by_folder
Full Description

Search for projects by root folder ID.

Parameters (1 required)
Required
root_folder_idstring

The unique identifier of the root folder to search for

Set File Metadata

set_file_metadata
Full Description

Set custom metadata on a file in Egnyte. IMPORTANT: This REPLACES all existing metadata in the specified namespace - it does not merge or append. To preserve existing metadata, first retrieve current values using list_filesystem_by_path with list_custom_metadata=true, then include them in the values parameter. ask user what is desired result. Provide either group_id (UUID) or entry_id (UUID) to identify the file (entry_id takes precedence if both provided).

Parameters (2 required, 2 optional)
Required
namespacestring

Metadata namespace name. Must match an existing namespace configured in Egnyte.

valuesobject

Key-value pairs to set. Keys must match field names defined in the namespace. Example: {"status": "approved", "priority": 1, "tags": ["important", "reviewed"]}

Optional
entry_idstring

File version identifier (UUID format, e.g., '12345678-1234-1234-1234-123456789abc'). Identifies a specific file version. Obtain from list_filesystem_by_path or advanced_search. Provide group_id or entry_id (at least one required).

group_idstring

File identifier (UUID format, e.g., '12345678-1234-1234-1234-123456789abc'). Identifies the file across all versions. Obtain from list_filesystem_by_path or advanced_search. Provide group_id or entry_id (at least one required).

Summarize Document

summarize_document
Full Description

Generate a summary of a specific document in Egnyte using Egnyte AI.

Parameters (1 required, 1 optional)
Required
entry_idstring

The unique identifier (UUID format) of the document version. Can be obtained from listing Egnyte filesystem.

Optional
chat_historyarray

Previous conversation messages as list of {"role": "user/assistant", "content": "message"}. Provide this argument in JSON format.

Upload File

upload_file
Full Description

Upload a file to Egnyte. Creates a new file or adds a new version if file already exists at the path. Fails if parent folders do not exist. If the user does not specify a complete path, ask them to clarify the target folder before uploading.

Parameters (2 required)
Required
contentstring

File content as plain text string (UTF-8 encoded). Max files size is 8 MB. Suitable for text files (.txt, .csv, .json, .xml, etc.). Binary files are not supported.

pathstring

Absolute path including filename. Must start with '/Shared' (shared files) or '/Private' (user's private files). Example: '/Shared/Projects/Reports/quarterly-report.pdf'. All parent folders must already exist - use create_folder first if needed.