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Documentation Index

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Overview

The Egnyte integration enables your agents to search, browse, read, upload, and manage files across your Egnyte tenant. Useful for deal rooms, portfolio document libraries, contracts, and any other content managed in Egnyte.

Features

  • Cross-tenant Search: Search across filenames, folder names, and indexed file content
  • Folder Browsing: Navigate folder hierarchies by path with sorting and pagination
  • File Reading: Read text-based files (txt, md, csv, json, code, etc.) directly
  • File Downloads: Download any file as an attachment for processing with execute_python (PDF, DOCX, XLSX, images)
  • File Management: Upload, move/rename, copy, create folders

Prerequisites

  • An Egnyte tenant (e.g. yourcompany.egnyte.com) with admin access
  • A registered Egnyte API application (gives you an API Key and Shared Secret)
  • A dedicated Service Account user with access to the folders you want the agent to read/write
    • Service Accounts in Egnyte are recommended because their passwords do not expire
  • Egnyte only supports the Resource Owner Password Credentials grant — there is no client-credentials flow — so the service-account username and password are required

Setup Guide

1

Register an Egnyte API application

Have your Egnyte admin register a new API application at the Egnyte Developer Portal. When prompted for grant types, enable Resource Owner Password Credentials (Internal Application). Egnyte will issue you an API Key (client_id) and Shared Secret (client_secret).
2

Create a Service Account

In the Egnyte admin console, create a dedicated Service Account user (e.g. integrations@yourcompany.com). Service accounts are designed for API use, are not subject to password expiry, and avoid downtime from interactive-user password resets. See Egnyte’s docs on Service Accounts.
3

Grant folder access

Share each folder your agent needs to access with the service account. Use Egnyte’s permissions UI to assign Viewer, Editor, or Full access as appropriate. Permissions on the underlying file system are enforced — the agent only sees what the service account sees.
4

Connect Egnyte in Aster

In Aster Agents, navigate to Control Hub > Integrations and locate the Egnyte card. Click Connect and provide:
  • Egnyte Domain — e.g. yourcompany.egnyte.com
  • API Key — from your registered Egnyte API application
  • Shared Secret — from your registered Egnyte API application
  • Service Account Username — service account email
  • Service Account Password — service account password
5

Add Tools to Your Agent

Edit your agent and enable the Egnyte tools you need: search, list folder, read file, get file info, upload, create folder, move, copy, download.

Path Conventions

Egnyte addresses everything by path, not opaque ID. Top-level content lives under /Shared:
  • /Shared — the standard shared root
  • /Shared/Documents — a top-level folder (whatever your tenant has named it)
  • /Shared/Documents/some-folder/some-file.pdf — a file
  • /Private/<username> — a user’s private home folder
When calling tools, always pass full paths starting with /. The integration handles URL-encoding of path segments for you.

Available Tools

Search & Browse

  • Egnyte Search — Full-text search across your tenant; filter by folder, type, and modified date
  • Egnyte List Folder — Browse folder contents by path with pagination and sorting

Read & Download

  • Egnyte Read File — Inline-read text-based files (txt, md, csv, json, source code). For PDFs / DOCX / XLSX use egnyte_download_file + execute_python.
  • Egnyte Get File Info — Metadata for a file or folder: size, entry_id, last_modified, uploader, version count, lock state
  • Egnyte Download File — Fetch raw bytes and attach to the conversation for use in the Python sandbox

Write & Organize

  • Egnyte Upload File — Upload text content or a binary file (via r2_path) to a destination folder
  • Egnyte Create Folder — Create a new folder under an existing parent
  • Egnyte Move Item — Move/rename a file or folder (destination is the full new path)
  • Egnyte Copy Item — Copy a file or folder to a new path

Security Considerations

  • Always use a dedicated Service Account — never personal credentials. Service Account passwords do not expire, eliminating integration downtime.
  • Restrict folder permissions at the Egnyte level — the agent inherits exactly what the service account can see
  • Rotate the Shared Secret periodically via the Egnyte Developer Portal
  • Use a strong, long Service Account password and store it only in the Aster Control Hub
  • Audit activity via the Egnyte admin console — all agent actions appear under the service account

Troubleshooting

  • Verify the domain is just the host (yourcompany.egnyte.com), not a URL
  • Confirm the API Key + Shared Secret are still active in the Developer Portal
  • Confirm the service account password is correct and the account is not locked
  • Egnyte access tokens last 30 days; if you change the service account password, reconnect Egnyte in Aster
  • The service account user does not have permission for that path — share the folder with the service account in Egnyte
  • The path may be wrong — Egnyte is case-sensitive; double-check with egnyte_list_folder on the parent
  • Egnyte rate limits per-token (default ~5–10 QPS for search, higher for other endpoints, configurable per plan)
  • Spread out parallel calls. Search API is limited to 5 requests per second.
  • egnyte_read_file only inlines plain-text formats (txt, md, csv, json, source code)
  • For PDFs / Word / Excel / images, use egnyte_download_file then execute_python with appropriate libraries (pdfminer, python-docx, openpyxl, etc.)
  • Files larger than 10 MB are not read inline even if text-based
  • The single-shot upload tool tops out at 100 MB. Chunked upload is not yet implemented — split larger files at the source or contact us.