Ideals

Move documents to recycle bin. Move one or more files and/or folders to the recycle bin. Items can be restored later using the restore endpoint. **Required scope (integrations):** `documents.write`

Permanently delete documents from recycle bin. Delete single or multiple files and/or folders from recycle bin. > [!NOTE] > This action is irreversible. Once the documents are deleted from the recycle bin, they cannot be restored. **Required scope (integrations):** `documents.write`

Delete groups. Delete groups in bulk from the specified project **Required scope (integrations):** `users.write`

Delete participants. Bulk-deletes one or more participants (users) from a project. Destructive – participants lose their access. Resolve users IDs/emails (via `get_users`) and ask a confirmation from a user to execute this.

Export activity log. Export the project activity log (the audit trail of who did what, and when) as an Excel file. Supports the same filters as `get_activity_logs`.

Export document index. **To summarise a project, describe it, or give an overview of what it contains, call this directly** — it is the single call that answers project-level content questions. You do **not** need Get project details first. It exports the project's full document index — every file and folder with names, sizes, upload dates, labels, direct links, and the complete folder tree, for all items the authenticated user can access — in one call. Use it to answer: - **Summarise / overview of a project** — what files and folders it holds and how it's organised. - **How big is the project / how many GB** — sum the per-item sizes. - **How many files or folders** — count the rows. - **What is the folder structure / the whole tree** — every folder and file in one call. - **Spot gaps or empty folders** — folders with no files beneath them. Use this — not Get project details, which returns only metadata (title, status, dates) with no contents, counts, or sizes.

Get activity log. Get a detailed report of all actions (most recent first) performed in the project. Call this directly for any "who viewed / accessed / downloaded", "what happened", or "recent activity" question.

Get list of project attributes. Get a list of project attributes defined for the given corporate account. Does not contain real values of the attributes assigned to the projects. **Required scope (integrations):** `accounts.read`

Get list of corporate accounts. Returns corporate accounts that the authenticated user has administrative access to **Required scope (integrations):** `accounts.read`

Get current user. Returns the identity and profile of the authenticated user, including name, email, company and job title. Use to confirm who you are acting as, or to resolve 'me'/'my' in other requests, e.g. "use my email" or "use my company".

Create document summary. Returns an AI-generated summary of a single document. Use to quickly understand a document without downloading it. Combine with `search_documents` or `export_document_index` to summarise many documents in a workflow.

Get list of folder documents. Returns all direct children (files and folders) of the specified folder. No pagination. Useful when you only need the full list of direct children without traversing subfolders (top root-level folders by default). To get every file and folder across the entire project in one call, use `export_document_index` instead.

Get group details. Get all details such as role, feature permissions, and security settings of the given group. **Required scope (integrations):** `users.read`

Get list of groups. Get a list of user groups that are present in the specified project. **Required scope (integrations):** `users.read`

Get list of label groups. Returns all label groups and their labels defined for the specified project. Use to understand the tagging scheme or to report which labels exist. **Required scope (integrations):** `documents.read`

Get link templates. Returns every web-UI deep-link template as a `type` → `urlTemplate` map. Substitute the `{placeholder}`s from other tool responses: - `{accountId}` — `get_corporate_accounts.id` - `{hostNumber}`, `{projectUniqueName}` — `get_projects` (`hostNumber`, `uniqueName`) - `{folderId}` — `get_folder_documents` folder `id` - `{fileUiId}` — `get_folder_documents` file `uiId` (numeric, not UUID), zero-padded to 9 digits (e.g. `16953551` → `016953551`) - `{projectHostUrl}` — `get_corporate_accounts.allowedHosts[i].url` where `id == hostNumber` Templates are stable per environment — cache and reuse. **Required scope (integrations):** `profile`

Get document permissions across groups. Returns the permissions assigned to each group for a specific file or folder. Each item in the response represents one group and its access level (`None`, `FenceView`, `View`, `SaveEncrypted`, `SavePdf`, `SaveOriginal`, `Upload`, or `Manage`). **Required scope (integrations):** `documents.read`

Get folder permissions for a group. Returns the permission level assigned to a specific **group** for a specific **folder**, along with the permissions of all child items (sub-folders and files) within it. The `permissions` field reflects the effective access level: `None`, `FenceView`, `View`, `SaveEncrypted`, `SavePdf`, `SaveOriginal`, `Upload`, or `Manage`. **Required scope (integrations):** `documents.read`

Get permissions report. Export a full permissions report for the project as an Excel file. The report contains a matrix of all groups and their access levels across every folder and document in the project — useful for compliance audits and access reviews. **Required scope (integrations):** `documents.read`

Get project details. Returns **only** a project's own metadata (e.g. project's root folder ID), not its contents. Do **not** call this to summarise, describe, or give an overview of a project, or to get its size, counts, or folder structure — it exposes none of those. For any of those, use `export_document_index` instead.

Get list of projects. Returns the projects available to the current user through this integration, each with its **id** (UUID), name, and status. This is the entry point for any project task: resolve a project **name** to the **id** other endpoints require by matching on the name and reusing the returned id — look the id up here rather than asking for it. If an expected project is missing, the integration most likely is not enabled for it or current user does not have access to it.

Get Q&A settings. Returns the Q&A workflow configuration: step toggles, assigned users, categories, and question teams. Use to understand the Q&A setup before raising/answering questions or perform other operations with Q&A. Returns `404 Not Found` with error code `3009` if the Q&A module is not enabled for this project.

Get list of threads. Lists Q&A threads (questions) with pagination and sorting (default: most recently updated). Use for a quick overview of outstanding questions. For filtered queries (status, priority, category, keyword, dates) use `search_qna_threads`.

Get documents from recycle bin. Returns all files and folders currently in the recycle bin for the specified project **Required scope (integrations):** `documents.read`

Get activity log action types. Returns a **static catalog of action-type identifiers**, grouped by category — reference data only. It contains **no events** and does not tell you what happened in a project or who did anything. **Rarely changed**: `get_activity_logs` and `export_activity_logs` answer activity questions on their own. Use this only to map a specific action name to its exact identifier when you need to restrict one of those endpoints to a particular action type via the `actionTypes` filter. **Required scope (integrations):** `reports.read`

Get user details. Returns a participant's full details – name, group, and project access. REQUIRED first step before Update user settings (full replacement). Also useful for access reviews.

Get list of participants. Lists all participants in a project with their group. Use to resolve user IDs/emails/name before updates, deletions, and to get an overview of the access structure.

Move documents. Move one or more files and/or folders to a different folder within the same project. The originals no longer exist at their previous location. > [!NOTE] > Items are processed sequentially. If an item fails (for example, due to insufficient permissions), processing stops and the response contains only the items that succeeded before the failure. **Required scope (integrations):** `documents.write`

Partially update group settings. Update only specific properties of a given group **Required scope (integrations):** `users.write`

Rename documents. Renames 2 or more files and/or folders in a project in a single call. For a single file use `rename_file`; for a single folder use `rename_folder`. Input: - id: identifier of the existing file or folder to rename - isFolder: true if the item is a folder, false if it is a file - index: current index of the item within its parent folder (e.g. "1.2.3") - newName: the desired new name Response: Returns a summary with the total count of successfully renamed and failed items, plus per-item details indicating success or failure reason for each entry. Notes: - Between 2 and 3000 items must be specified; requests outside that range are rejected. - An item with an invalid name is reported as a failed item rather than failing the whole request; other valid items are still renamed.

Partially update file metadata. Update only specific properties of the specified file **Required scope (integrations):** `documents.write`

Partially update folder metadata. Update only specific properties of a given folder. Rename silently returns the old name if the target name already exists — verify the response. **Required scope (integrations):** `documents.write`

Restore documents from recycle bin. Restore single or multiple files and/or folders from recycle bin. **Required scope (integrations):** `documents.write`

Search documents. Recursive search for documents under a folder (defaults to root) by query and/or filters. With an empty/`*` query and no filter, returns only the direct children of the folder. Use to find files by name or content across the whole project folder tree, or as the lookup step before summarising or answering. For a complete structural inventory (sizes, full tree, gaps) use `export_document_index` instead.

Search threads. Search Q&A threads with advanced filtering, sorting, and pagination. Supports filtering by status, priority, category, thread type, author, assigned expert, keyword search, and date ranges. Default page size is 30. Default sorting: `UpdatedAt` descending (most recently updated first). **Sorting behavior:** - When `searchQuery` is provided and `sortBy` is not specified, results are sorted by relevance. - When `searchQuery` is not provided, results are sorted by `UpdatedAt` descending by default. - An explicit `sortBy` value always takes precedence regardless of `searchQuery`. **Category filter:** If the `category` filter is not specified, all threads are returned regardless of their category. When specified, use the `filter` field to control behavior: - `Uncategorized` — returns only threads without a category assigned. - `Categorized` — returns only threads that have any category assigned. - `Specific` — returns threads belonging to the categories listed in `ids`. **Usage examples:** Keyword search (sorted by relevance automatically): `{ "searchQuery": "due diligence deadline" }` Keyword search with explicit sorting override: `{ "searchQuery": "deadline", "sortBy": "CreatedAt", "sortOrder": "Asc" }` Filter by category: `{ "category": { "filter": "Specific", "ids": ["<guid1>", "<guid2>"] } }` Filter uncategorized threads: `{ "category": { "filter": "Uncategorized" } }` Returns `404 Not Found` with error code `3009` if the Q&A module is not enabled for this project.

Update group settings. Full replacement — all fields must be provided. Omitted fields are reset to their defaults. Always fetch the current group via GetGroupDetails first, then send all fields back with your changes applied. **Required scope (integrations):** `users.write`

Update user settings. Full replacement of a single participant. All fields must be provided (group membership, document-notification frequency, etc.). Omitted fields reset to defaults so always fetch the user via `get_user_details` first and resend all fields with your change applied. **Required scope (integrations):** `users.write`