> ## Documentation Index
> Fetch the complete documentation index at: https://support.metaview.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Box

> Connect Box to use role briefs, hiring criteria and other documents in Metaview Sourcing.

Role briefs and hiring criteria often live in Box. Bringing those documents into a Sourcing search helps you describe the role without copying everything into your prompt.

Connect your Box account so the [Sourcing agent](https://support.metaview.ai/sourcing/overview.md) can find and read documents when you ask it to. The integration uses the Model Context Protocol (MCP) to give the agent read-only access through your Box account.

## Requirements

* A Box account with access to the files you want to use.
* A Metaview account with access to Sourcing.

## Connect Box

**1. Open Box settings**

In Metaview, open **Settings > Integrations** and select `Manage Box`, or [open Box settings directly](https://app.metaview.ai/?settings=box).

**2. Sign in to Box**

Select `Connect Box`. Sign in to the Box account containing your documents and authorise Metaview's access.

![Box settings with the Connect Box button](https://mintcdn.com/metaview/X1Oz-e6dmasSlZPS/images/box-connect.png?fit=max\&auto=format\&n=X1Oz-e6dmasSlZPS\&q=85\&s=a231a14cbc4fe2a5b6cb7177212ee0c4)

Select Connect Box to sign in with your Box account.

**3. Check the connection**

You will return to Metaview. Box settings show `Box connected.` and a `Connected` status when setup is complete.

## Use Box in Sourcing

Open Sourcing and use the **Connectors** menu beside the message composer to select Box for your search. Then tell the agent which document to use and what you want to do with it. A document title and folder name help it find the right file.

For example:

```text theme={null}
Find the "Head of Engineering" role brief in the "Hiring" folder in Box. Summarise the must-have experience and ask me to confirm the criteria before searching for candidates.
```

```text theme={null}
Read the "Customer Success Manager" hiring criteria in Box. Use those criteria to find candidates in London with experience leading enterprise onboarding.
```

The agent can search for files and folders, list folder contents, and read file details and content. Access depends on the Box account used for the connection and its file permissions.

## Access and workspace sharing

Your Box connection is personal by default. Each person can connect their own Box account.

If you are a Metaview workspace admin, you can share your own connection. Open **Settings > Integrations > Manage Box** and turn on `Share with workspace`. Workspace members can then select that connection from the **Connectors** menu.

> [!WARNING]
>
> A shared connection uses the connected Box account's permissions. Workspace members can use it to read files that account can access, even if they do not have their own access in Box. Share only a connection whose files are appropriate for your workspace.

Turn off `Share with workspace` to make the connection personal again. The connection owner manages reconnection and disconnection.

## Troubleshooting

| Problem | What to do |
| - | - |
| You cannot find Box in Integrations | Check that you are in the intended Metaview workspace. Contact [Metaview support](mailto:support@metaview.ai) if it is still missing. |
| Authorisation was cancelled or failed | Open Box settings and select `Connect Box` again. If Box requires administrator approval, ask your Box admin to approve access. |
| Box is connected but the agent cannot use it | Open the **Connectors** menu in your Sourcing search and check that Box is selected. |
| The agent cannot find a file | Check that the connected Box account can open it. Give the agent the exact document title and folder name. For a shared connection, ask its owner to check access. |
| The connection shows `Reconnect` | The connection owner should open Box settings, select `Reconnect` and sign in again. If a shared connection is unavailable, ask its owner to reconnect it. |

## Disconnect Box

Open **Settings > Integrations > Manage Box** and select `Disconnect` on your connection. This stops further Box requests through that connection, including for workspace members using it as a shared connection. Information already returned in a search remains in that conversation.


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