Connect Egnyte to AI agents

Connect Egnyte to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools35Triggers2

get_workflow

Get Workflow

Get details of a specific workflow in Egnyte including its status, steps, tasks, and completion information.

create_folder

Create Folder

Create a new folder at the specified path in Egnyte. All intermediate folders in the path will be created automatically if they don't exist.

delete_comment

Delete Comment

Delete a comment (note) from a file in Egnyte.

move_item

Move File or Folder

Move a file or folder to a new location in Egnyte. The destination path must include the new name. Moving a folder also moves all its contents.

cancel_workflow

Cancel Workflow

Cancel an in-progress workflow in Egnyte. All pending tasks in the workflow will be cancelled.

list_folder

List Folder Contents

List the contents of a folder in Egnyte. Returns files and subfolders with their metadata including name, path, size, and modification dates. Supports pagination for large directories.

delete_user

Delete User

Delete a user from your Egnyte domain. This permanently removes the user account.

list_links

List Sharing Links

List sharing links in Egnyte. Filter by path, creator, date range, type, or accessibility level. Non-admin users can only see links they created.

get_audit_report

Get Audit Report

Retrieve the results of a previously created audit report in Egnyte. If the report is still being generated, the status will indicate it is not yet ready.

create_audit_report

Create Audit Report

Generate an audit report in Egnyte for login activity, file actions, permission changes, user provisioning, or group management. Reports are generated asynchronously — use the returned report ID to check status and retrieve results.

get_user

Get User

Retrieve detailed information about a specific user in Egnyte by their user ID.

create_link

Create Sharing Link

Create a sharing link for a file or folder in Egnyte. Links can be configured with access controls, expiry settings, password protection, and email notifications. Supports file download links, folder links, and upload links.

create_group

Create Group

Create a new group in your Egnyte domain with optional initial members.

list_groups

List Groups

List custom groups in your Egnyte domain. Returns group names, IDs, and membership. Default Egnyte groups are not included in the response.

list_comments

List Comments

List all comments (notes) on a specific file in Egnyte. Returns comments with author information and timestamps.

get_permissions

Get Folder Permissions

Retrieve the permissions assigned to a folder in Egnyte. Returns user and group permission levels including Owner, Full, Editor, and Viewer. Also indicates whether the folder inherits permissions from its parent.

set_permissions

Set Folder Permissions

Set or update folder permissions in Egnyte for specific users and/or groups. This is a delta operation — only the specified permissions are changed; existing permissions for other users/groups remain unaffected. Set a permission to "None" to revoke access.

update_group

Update Group

Update a group in Egnyte. Rename the group and/or replace its member list. When updating members, the provided list replaces the existing membership.

create_user

Create User

Create a new user in your Egnyte domain. Configure their role, authentication type, and whether they receive an invitation email.

get_file_info

Get File or Folder Info

Retrieve metadata for a file or folder in Egnyte. Can look up by path or by persistent ID (group_id for files, folder_id for folders). Returns name, path, size, versions, lock status, and custom properties.

empty_trash

Empty Trash

Permanently delete all items in the Egnyte trash. This action cannot be undone. Only domain admins can perform this operation.

copy_item

Copy File or Folder

Copy a file or folder to a new location in Egnyte. The destination path must include the new name. Optionally control how permissions are handled for copied folders.

list_users

List Users

List users in your Egnyte domain. Supports filtering by username, email, or other attributes using SCIM filter syntax. Supports pagination.

list_trash

List Trash

List items in the Egnyte trash. Optionally scope to a specific folder path within the trash. Items in trash are retained according to the domain's retention policy (default 30 days, max 180 days).

search

Search Content

Search for files and folders in Egnyte by filename, content, or metadata. Results are scoped to items the authenticated user has access to. Supports date filtering and folder scoping.

create_workflow

Create Workflow

Create a review and approval workflow on a file in Egnyte. Define steps with assignees, due dates, and optional signature requirements. Supports review and approval step types.

restore_from_trash

Restore from Trash

Restore a file or folder from the Egnyte trash back to its original location.

add_comment

Add Comment

Add a comment (note) to a file in Egnyte. Comments are visible to all users with access to the file.

update_user

Update User

Update an existing user's properties in Egnyte. Only the specified fields will be changed.

list_workflow_tasks

List Workflow Tasks

List pending workflow tasks assigned to the current user in Egnyte. Returns task details including workflow name, file info, assignee, and due dates.

delete_group

Delete Group

Delete a group from your Egnyte domain. This does not delete the users in the group.

delete_item

Delete File or Folder

Delete a file or folder in Egnyte. Items are moved to the trash and can be restored within the retention period. Optionally delete a specific file version by entry ID.

lock_file

Lock or Unlock File

Lock or unlock a file in Egnyte to prevent or allow concurrent edits. Locking a file prevents other users from modifying it. A lock token is required to identify the lock.

delete_link

Delete Sharing Link

Delete a sharing link in Egnyte. The shared URL will immediately stop working.

set_metadata

Set Metadata

Set custom metadata key-value pairs on a file or folder in Egnyte within a specific namespace. Multiple properties can be set at once. Setting a value to null removes that property. Works with files (by group ID) or folders (by folder ID).

More integrations teams use with Egnyte

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Technical notes for Egnyte

Manage cloud file storage, sharing, and content governance. Upload, download, copy, move, and delete files and folders. Create and manage sharing links with customizable expiry and access controls. Set and retrieve folder permissions for users and groups. Create, update, and delete users and groups (SCIM-based). Search for content by filename, metadata, or content. Run audit reports on login activity, file actions, and permission changes. Manage trash (delete, restore, empty). Add and retrieve comments on files. Attach custom metadata key-value pairs to files and folders. Create and manage workflows with review, approval, and signature steps. Access AI features including document Q&A, summaries, and Copilot. Manage project folders, bookmarks, and electronic signatures. Handle data governance issues, legal holds, and subject access requests via Secure & Govern.

Connect Egnyte to production AI agents

See how Metorial gives Egnyte access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Egnyte to AI agents with Metorial.

  1. Can Metorial connect Egnyte to AI agents?
    Yes. Metorial connects AI agents to Egnyte through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.