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Quick Start

mrdulasolutions edited this page May 25, 2026 · 1 revision

Quick Start

Get from zero to a working box-memory workspace in about three minutes.

Prerequisites

  • A Box account (any tier — auto-detected)
  • An agent host: Claude Code or Claude Cowork
  • Box's official remote MCP at mcp.box.com connected (Settings → Connectors → Box on either Claude Code or Cowork)

Install the plugin

mkdir -p ~/.claude/plugins/box-memory
curl -L -o /tmp/box-memory-plugin.zip \
  https://github.com/mrdulasolutions/BOX/releases/latest/download/box-memory-plugin.zip
unzip -o /tmp/box-memory-plugin.zip -d ~/.claude/plugins/box-memory/

Or upload box-memory-plugin.zip to Cowork via Settings → Plugins → Add plugin.

Confirm Box MCP

/box-mcp-check

This verifies you're on the official Box remote MCP at mcp.box.com and that the OAuth scopes root_readwrite, ai.readwrite, and docgen.readwrite are granted. If any are missing, it tells you exactly what to fix.

Bootstrap a workspace

/box-init my-workspace

Creates the folder structure, writes _box-memory.json, seeds per-folder indexes, and on Business+ defines the boxMemory metadata template that Box AI Extract targets.

Write a memory

/box-write We decided to use JWT instead of sessions because of mobile.

The skill infers kind: decision, generates a ULID, builds frontmatter, writes the file to <workspace>/memories/, updates the index.

Recall it

/box-recall jwt

Local index lookup — sub-second, no AI Units consumed.

Try the AI-powered recall (Business+)

First, enable AI features in your workspace config (defaults are off):

In your workspace's _box-memory.json set settings.ai_recall_enabled: true. Then:

/box-ai-recall what did we decide about authentication?

Wraps Box's /2.0/ai/ask endpoint. Returns the answer with citations. Costs AI Units.

Companion a binary

/box-companion 12345          # the file ID of a PDF / DWG / image in Box

On Business+ with settings.ai_extract_enabled: true, this runs Box AI Extract Structured (OCR for PDFs / TIFF / PNG / JPEG). On Personal, it generates a sparse companion noting what the agent couldn't parse.

Next steps

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