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Harvey’s setup process involves the following steps:
  1. Admin enablement in Box
  2. Admin configuration in Harvey
  3. End-user connection in Harvey

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Step 1: Enable integration in Box

Admin
  1. Sign in to the Box Admin Console.
  2. Go to Integrations and find Harvey MCP Client either by using the MCP Category filter, or by using the search bar at the top of the page.
  3. Make sure that Harvey MCP Client is enabled for your enterprise by setting its availability to Available to all users.

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Step 2: Configure connection in Harvey

Admin
  1. In Harvey, go to Settings > Org Settings > Connectors.
  2. Search for Box and select Add.
  3. Select Connect for the MCP integration and Enable Integration.
  4. Select Authorize and complete the OAuth flow.
  5. Navigate back to Org Settings > Connectors.
  6. Search for Box and select Manage.
  7. Go to the Configuration page to set permissions for each MCP tool.

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Step 3: Configure end-user connection

User
  1. In Harvey, go to Settings > User Settings > Connectors.
  2. Search for Box and complete the authorization flow.
  3. Under Sources in Harvey Assistant, enable Box to use the MCP server.