Claude Code + Box Plugin: Contract Review Workflow End-to-End

Box · Beginner ·🛠️ AI Tools & Apps ·2mo ago

Key Takeaways

Demonstrates contract review workflow using Claude Code and Box plugin

Full Transcript

Here's a box folder with a few sample commercial contracts for the quarter. We have a few customer agreements and also a standard MSA template. In Clod codes plugin directory, we've already enabled the box plugin. It connects box over MCP, so Clod can securely access and work with enterprise content using the same permissions and guardrails. So, instead of just local files, can actually search, read, and act on what's in box. We'll have Clod review some of that content. We'll have Clod find Acme contract, compare it to the template, flag risks, draft a recommendation, and share that with legal. It's going to start by locating the relevant documents in box, then extract key terms like payment, renewal, liability, flag non-standard clauses like uncapped liability or auto-renewal, compares it all against the template, and also produce a recommendation to escalate for legal review. Back in box, you can see the summary saved back into our folder. And of course, it's already been shared to the appropriate team. Overall, the box plugin gives agents access to your content system with the right guardrails, so we can run workflows like this end-to-end. Come check it out today in the Clod plugin directory.

Original Description

This video shows how Claude Code works with the Box plugin to operate directly on enterprise content. Using Box as a tool via MCP, Claude can securely search folders, retrieve files, reason over documents, and take actions within existing permissions—without moving data out of Box. In this example, a contract is reviewed against a standard template: - Key terms are extracted - Non-standard clauses are flagged - A recommendation is generated and shared with legal The result is a simple, end-to-end workflow: from content retrieval to analysis to action, performed directly in Box.
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