# SideDrawer MCP connector

The SideDrawer connector lets Claude, ChatGPT, Cursor and other AI clients create and organize SideDrawer drawers and folders, apply templates, and check collaborators, with every action running as the signed-in person and recorded in an audit log.

Source: https://elaichi.ai/connectors/sidedrawer/

## Facts

| | |
| --- | --- |
| Application | SideDrawer |
| Category | Cloud Storage |
| AI tools | 78 |
| Authentication | Connects with an API key |
| Needs your own OAuth app | No |
| MCP endpoint | https://api.elaichi.ai/mcp |
| Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent |
| Tools advertised by name | No. 78 tools is past the 30-tool threshold, so clients use `search_tools` and `execute_tool` |

## What you can ask once SideDrawer is connected

- Show all drawers created for the Acme client this month.
- Summarize folder activity across the onboarding template.
- List drawers missing branding before the client review.

## Connect SideDrawer in Elaichi

This happens once for the organization, before any client is involved.

1. Open Connections, choose Add connection, and pick SideDrawer.
2. Optionally set Share with, then press Connect.
3. Paste a SideDrawer API key. One person generates a token in SideDrawer and pastes it once. Everyone else works through Share with, and never sees it.

Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which SideDrawer tools are exposed, rename them, or freeze arguments before anyone points a client at it.

## Connect SideDrawer to Claude

Endpoint: https://api.elaichi.ai/mcp

1. Open Customize, then Connectors.
2. Press Add.
3. Name it, paste the MCP server URL, then Continue.
4. Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

## Connect SideDrawer to ChatGPT

Endpoint: https://api.elaichi.ai/mcp

1. Open Plugins, then press the + button.
2. Name it and paste the endpoint into Server URL.
3. Leave Authentication on OAuth, then tick the risk acknowledgement.
4. Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

## Connect SideDrawer to Cursor

Endpoint: https://api.elaichi.ai/mcp

1. Open `~/.cursor/mcp.json`.
2. Add the endpoint under `mcpServers`.
3. Reload Cursor, then sign in and approve.

Set up per machine, so repeat it on each computer you work from.

## Connect SideDrawer to any MCP client

Endpoint: https://api.elaichi.ai/mcp

1. Add the endpoint as a remote MCP server.
2. Sign in and approve.

The Elaichi Agent already has these tools, with nothing to set up.

## What the consent screen decides

Only Read is granted by default, which is not enough to call a SideDrawer tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone.

## What teams do with SideDrawer through Elaichi

### Set up a new client's drawer

Wealth management. After the first meeting, ask the agent to create the client's SideDrawer drawer, apply the firm's standard template, and add the folders for tax, estate and insurance documents in one go.

### Check who has accepted their invitation

Client onboarding. Before a follow-up call, ask which collaborators on a drawer are active and which invitations are still outstanding, so nobody is chased twice.

### Reorganize folders across a book of clients

Operations. Move or copy folders between drawers, rename them to match the current filing scheme, and tidy up folder relations without opening each drawer by hand.

### Build a drawer from a template

Estate planning. Apply the estate planning template to a family's SideDrawer drawer so the executor, will and power of attorney folders are ready before documents arrive.

### Review who can see each drawer

Compliance. List the collaborators and teams attached to a client's drawer and flag anyone who should no longer have access.

### Find a drawer and its folders fast

Client service. Ask for a client's drawer by name, get the folder list back, and answer where a document belongs while the client is still on the phone.

## Frequently asked questions

### How do I connect SideDrawer to Claude?

First connect SideDrawer in Elaichi by pasting in your SideDrawer API key, which is the only sign-in step. There is no OAuth application to register and no client ID or secret to generate. Then in Claude go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp as the endpoint. Sign in with your Elaichi account and SideDrawer is available in the conversation.

### Does SideDrawer work with ChatGPT and Cursor as well as Claude?

Yes. Once SideDrawer is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent. You connect SideDrawer once and every client uses it.

### What can an AI agent actually do with my SideDrawer data?

An agent can create, find, update and delete SideDrawer drawers, apply a template to a drawer, and create, move, copy, rename or remove the folders inside it. It can also list the collaborators on a drawer, show who is active, who still has an open invitation, and which teams are attached. Short concrete asks such as "list the folders in the Morgan family drawer" work better than long paragraphs.

### Does connecting SideDrawer give the AI access to every drawer in my organization?

No. The agent only reaches the SideDrawer drawers, folders and collaborators that the connected account can already see, because every call runs inside that person's own SideDrawer access. Elaichi can narrow that further, for example to read-only or to specific actions, but it can never grant more than SideDrawer itself allows.

### Can my team share one SideDrawer connection?

Yes. One person connects SideDrawer in Elaichi and shares the connection with a team, and nobody else ever sees or handles the SideDrawer API key. Each teammate still signs in to Elaichi as themselves, so the audit log names the actual person behind every drawer or folder change.

### Can I stop an agent from deleting or changing things in SideDrawer?

Yes. Restrictions in Elaichi work per action, so you can allow reading drawers and folders in SideDrawer while blocking delete, move or update. A blocked action is never advertised to Claude, ChatGPT or Cursor at all, so no prompt, however worded, can reach it.

### What happens to a SideDrawer connection when someone leaves?

Offboarding a person in Elaichi ends their access to SideDrawer through every AI client at once, with no need to rotate the API key. A shared SideDrawer connection keeps working for everyone else on the team. If you want to remove SideDrawer entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor and every other client.

## All 78 SideDrawer tools

Every tool below is callable through https://api.elaichi.ai/mcp once SideDrawer is connected, subject to the toolbox it is in and the restrictions on the caller.

- **Create a SideDrawer drawer** (Create). Create a new Drawer (sidedrawer) in SideDrawer. Returns the created Drawer including id, name, description, firstName, lastName, default, status, userSidedrawerRole, and subscriptionFeatures. Required: name.
- **Get single SideDrawer drawer by ID** (Get). Get a single Drawer (sidedrawer) by id in SideDrawer. Returns: id, copyPlanRequests, copySidedrawerCollaborators. Required: id.
- **Update a SideDrawer drawer by ID** (Update). Update a Drawer (sidedrawer) by id in SideDrawer. Returns the updated Drawer including id, name, description, firstName, lastName, default, status, userSidedrawerRole, and subscriptionFeatures. Required: id.
- **Delete a SideDrawer drawer by ID** (Delete). Delete a Drawer (sidedrawer) by id in SideDrawer. Returns the deleted Drawer including id, name, description, firstName, lastName, default, status, userSidedrawerRole, and subscriptionFeatures. Required: id. Pass hardDelete=true for permanent deletion.
- **SideDrawer drawers get home** (Get). Get the home dashboard view of a Drawer (sidedrawer) in SideDrawer, including owner details, subscription features, and folder type summaries with localized display values and counts. Returns: id, type, copyPlanRequests, copySidedrawerCollaborators. Required: sidedrawer_id.
- **SideDrawer drawers get home lite** (Get). Get a lightweight summary of a SideDrawer drawer by sidedrawer_id, including owner details, status, and folder types. Returns: id, type, copyPlanRequests, copySidedrawerCollaborators. Required: sidedrawer_id.
- **SideDrawer drawers apply template** (Action). Apply a template to a SideDrawer drawer by sidedrawer_id to copy folder names, plan requests, and collaborators. Returns: id, copyPlanRequests, copySidedrawerCollaborators. Required: sidedrawer_id, sidedrawerTemplateId.
- **SideDrawer drawers list types** (List). List all available SideDrawer drawer types. Returns: type, copyPlanRequests, copySidedrawerCollaborators.
- **SideDrawer drawers get branding** (Get). Get branding information for a SideDrawer drawer by sidedrawer_id. Returns: id, copyPlanRequests, copySidedrawerCollaborators. Required: sidedrawer_id.
- **Create a SideDrawer folder** (Create). Create a new Folder (record) in a SideDrawer drawer. Returns the created Folder including id, name, description, status, active, recordDetails, and updatedAt. Required: sidedrawer_id, name, recordSubtypeName, recordTypeName, recordDetails.
- **List all SideDrawer folders** (List). List Folders (records) within a SideDrawer drawer with optional filters by name, type, subtype, status, and locale. Returns: id, name, description, recordSubtype, recordSubtypeOther, storageLocation, recordType, status, updatedAt, lastModifiedBy, contributors. Required: sidedrawer_id.
- **Update a SideDrawer folder by ID** (Update). Update an existing Folder (record) in a SideDrawer drawer by id. Returns the updated Folder including id, name, description, uniqueReference, status, active, recordDetails, and updatedAt. Required: sidedrawer_id, id, name, recordSubtypeName, recordTypeName, recordDetails.
- **Delete a SideDrawer folder by ID** (Delete). Delete a Folder (record) from a SideDrawer drawer by id, with optional hard delete. Returns the deleted Folder including id, name, description, status, active, and updatedAt. Required: sidedrawer_id, id.
- **Get single SideDrawer folder by ID** (Get). Get a single Folder (record) from a SideDrawer drawer by id. Returns: id, name, description, uniqueReference, storageLocation, recordSubtypeName, recordSubtype, recordSubtypeOther, recordTypeName, recordType, active, recordDetails, status, updatedAt, filesHistory, userSidedrawerRole, userRecordRole. Required: sidedrawer_id, id.
- **SideDrawer folders move** (Move). Move a Folder (record) in SideDrawer to a different Drawer, Hanger, and Record Subtype. Returns: id, name, description, uniqueReference, storageLocation, recordSubtypeName, recordSubtype, recordSubtypeOther, recordTypeName, recordType, active, recordDetails, status, updatedAt, filesHistory, userSidedrawerRole, userRecordRole. Required: sidedrawer_id, record_id, destinationSidedrawerId,…
- **SideDrawer folders copy** (Copy). Copy a Folder (record) in SideDrawer to a different Drawer, Hanger, and Record Subtype. Returns: id, name, description, uniqueReference, storageLocation, recordSubtypeName, recordSubtype, recordSubtypeOther, recordTypeName, recordType, active, recordDetails, status, updatedAt, filesHistory, userSidedrawerRole, userRecordRole. Required: sidedrawer_id, record_id, destinationSidedrawerId,…
- **SideDrawer folders list all** (List). List all Folders (records) within a Drawer (sidedrawer) in SideDrawer, with optional filtering by name, uniqueReference, recordType, recordSubtype, status, and locale. Returns: id, name, description, recordSubtype, recordSubtypeOther, storageLocation, recordType, status, updatedAt, lastModifiedBy, contributors. Required: sidedrawer_id. The v1 endpoint returns all results up to a limit of 200.
- **Create a SideDrawer folder relation** (Create). Create a related Folder (record) relation in SideDrawer. Returns: id, relatedRecord, active, createdAt, updatedAt. Required: sidedrawer_id, record_id, relatedRecord.
- **List all SideDrawer folder relations** (List). List related Folders (records) for a specific Folder in SideDrawer. Returns: id, name, active, relatedRecord, createdAt, updatedAt. Required: sidedrawer_id, record_id, locale.
- **SideDrawer folder relations bulk delete** (Delete). Delete a related Folder (record) relation in SideDrawer. Returns: id, relatedRecord, active, createdAt, updatedAt. Required: sidedrawer_id, record_id.
- **List all SideDrawer collaborators** (List). List Sidedrawer collaborators with optional filters by network, drawer, folder, role, personal relationship, profession, or invitation code. Returns: id, relation, sidedrawer, contributorType, contributor, sidedrawerRole. v1 returns up to 200 results without pagination.
- **SideDrawer collaborators list active** (List). List the caller's active Sidedrawer collaborators, optionally filtered by drawer or folder. Returns: sidedrawer, sidedrawerRole, record, recordRole, contributor, contributorType, relation, invitationCode, active.
- **SideDrawer collaborators list invitations** (List). List the caller's pending Sidedrawer collaboration invitations (inactive collaborators/invitees), optionally filtered by drawer or folder. Returns: sidedrawer, sidedrawerRole, record, recordRole, contributor, contributorType, relation, invitationCode, active.
- **SideDrawer collaborators list teams type** (List). List Team-type Sidedrawer collaborators in the caller's network, optionally filtered by drawer or folder. Returns: sidedrawer, sidedrawerRole, record, recordRole, contributor, contributorType, relation, invitationCode, active.
- **SideDrawer collaborators list my teams** (List). List the Sidedrawer teams that the caller belongs to. Returns: sidedrawer, sidedrawerRole, record, recordRole, contributor, contributorType, relation, invitationCode, active.
- **SideDrawer collaborators list by drawer or folder** (List). List collaborators (network members) for a SideDrawer drawer, with optional filters by contributor type, email, role, region, and more. Returns: id, relation, sidedrawer, sidedrawerRole, record, recordRole, teamNetwork, expiryDate, contributorType, contributor, members. Required: sidedrawer_id. Supports filtering by contributorType (account, team, invitation) and entity (sidedrawer, record).
- **SideDrawer collaborators list by folder** (List). List collaborators (network members) for a specific folder (record) within a SideDrawer drawer, with optional filters by contributor type, email, role, region, and more. Returns: id, relation, sidedrawer, sidedrawerRole, record, recordRole, teamNetwork, expiryDate, contributorType, contributor, members. Required: sidedrawer_id, record_id. Supports filtering by contributorType (account, team,…
- **SideDrawer collaborators list all** (List). List Sidedrawer collaborators across networks, optionally filtered by network, drawer, record, personal relationship, or profession. Returns an array of collaboration entries including the sidedrawer object, record object, contributor, contributorType, relation, invitationCode, and active status. The v1 endpoint returns all results up to a limit of 200.
- **Create a SideDrawer drawer collaborator** (Create). Add a collaborator (Account, Team, or Invitation type) to a SideDrawer drawer. Returns an array of collaborator objects including sidedrawer, contributor, contributorType, relation, and active. Required: sidedrawer_id, sidedrawerRole, contributor, expiryDate.
- **Delete a SideDrawer drawer collaborator by ID** (Delete). Remove a collaborator from a SideDrawer drawer by id. Returns an array of remaining collaborator objects including sidedrawer, contributor, contributorType, relation, and active. Required: sidedrawer_id, id.
- **SideDrawer drawer collaborators transfer ownership** (Action). Transfer ownership of a SideDrawer drawer to a specified contributor. Returns an array of collaborator objects including sidedrawer, contributor, contributorType, relation, and active. Required: sidedrawer_id, contributor.
- **SideDrawer drawer collaborators create team** (Create). Add a Team-type collaborator to a SideDrawer drawer via the v2 endpoint. Returns an array of collaborator objects with sidedrawer, sidedrawerRole, record, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id, sidedrawerRole.
- **SideDrawer drawer collaborators bulk delete** (Delete). Remove collaborator(s) from a SideDrawer drawer in bulk. Returns an array of collaborator objects with sidedrawer, sidedrawerRole, record, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id, sidedrawerRole.
- **Update a SideDrawer drawer collaborator by ID** (Update). Update a Sidedrawer drawer collaborator by network id. Returns an array of updated collaborator objects including sidedrawer, sidedrawerRole, record, recordRole, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id, id, sidedrawerRole, expiryDate.
- **Create a SideDrawer folder collaborator** (Create). Add a collaborator to a SideDrawer folder (record). Returns an array of collaborator objects including sidedrawer, record, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id, record_id, recordRole, contributor, relation.
- **Delete a SideDrawer folder collaborator by ID** (Delete). Remove a specific collaborator from a SideDrawer folder by network id. Returns an array of collaborator objects including sidedrawer, record, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id, record_id, id.
- **SideDrawer folder collaborators create team** (Create). Add a collaborator (including Team type) to a SideDrawer folder using the v2 endpoint. Returns an array of collaborator objects including sidedrawer, record, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id, record_id, recordRole, relation.
- **SideDrawer folder collaborators bulk delete** (Delete). Remove collaborators from a SideDrawer folder. Returns an array of collaborator objects including sidedrawer, record, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id, record_id.
- **Update a SideDrawer folder collaborator by ID** (Update). Update a specific collaborator's role and relation on a SideDrawer folder by network id. Returns an array of collaborator objects including sidedrawer, record, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id, record_id, id, recordRole, relation.
- **Create a SideDrawer hanger collaborator** (Create). Add a Collaborator to a Hanger (recordType) within a sidedrawer Drawer. Returns the collaborator object including sidedrawer, record, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id, recordRole, contributor, relation, expiryDate.
- **List all SideDrawer hanger collaborators** (List). List Collaborators of a Hanger (recordType) within a sidedrawer Drawer using the v2 paginated endpoint. Returns collaborator objects including sidedrawer, record, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id.
- **SideDrawer hanger collaborators list all** (List). List all Collaborators of a Hanger (recordType) within a sidedrawer Drawer using the v1 endpoint. Returns collaborator objects including sidedrawer, record, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id.
- **SideDrawer hanger collaborators bulk delete** (Delete). Remove a Collaborator from a Hanger (recordType) within a sidedrawer Drawer by network id. Returns the remaining collaborator objects including sidedrawer, record, contributor, contributorType, relation, invitationCode, and active. Required: sidedrawer_id, network_id.
- **List all SideDrawer shared drawers** (List). List sidedrawers shared with you in SideDrawer with pagination and filtering support. Returns each drawer's id, name, brandName, sdRole, default, sdPhoto, networkId, and plan. Supports filtering by name, type, isTemplate, region, externalKey, and externalKeyValue.
- **SideDrawer shared drawers list lite** (List). List a lightweight version of sidedrawers shared with you in SideDrawer with pagination and filtering support. Returns each drawer's id, name, sidedrawerType, sidedrawerTypeOtherName, sdRole, and networkId. Supports filtering by name, type, isTemplate, region, externalKey, and externalKeyValue.
- **SideDrawer shared drawers list all** (List). List all sidedrawers shared with you in SideDrawer without pagination or filtering. Returns up to 200 results. Returns each drawer's id, name, sdRole, default, sdPhoto, networkId, and plan.
- **List all SideDrawer owned drawers** (List). List all owned Drawers (sidedrawers) in SideDrawer. Returns: id, name, brandName, sdRole, networkId, sdPhoto, plan.
- **SideDrawer owned drawers list all** (List). List all owned Drawers (sidedrawer) in SideDrawer. Returns: id, copyPlanRequests, copySidedrawerCollaborators.
- **List all SideDrawer template drawers** (List). List template Drawers in sidedrawer with v2 pagination and filtering support. Returns: id, name, brandName, sdRole, sdPhoto, networkId, plan. Supports filtering by Drawer name, Drawer type, Template, region, and key.
- **SideDrawer template drawers list all** (List). List all template Drawers in sidedrawer without pagination, up to a limit of 200 results. Returns: id, copyPlanRequests, copySidedrawerCollaborators. No filtering capability is available on this v1 endpoint.
- **Create a SideDrawer file** (Create). Upload a file to a SideDrawer record (Folder). Returns: id, fileName, correlationId, uploadDetail, caption, uploader, url, fileTypeEnum, fileType, uploadTitle, cloudStorage, displayType, quarantined, sealed, fileUrl, active, fileSize, provider, createdAt, updatedAt, scan, clean, recordDetail, uploaderOpenId, lastModifiedBy, record. Required: sidedrawer_id, record_id, file.
- **List all SideDrawer files** (List). List files within a SideDrawer record (Folder). Returns: id, fileName, correlationId, uploadDetail, caption, uploader, url, fileTypeEnum, fileType, uploadTitle, cloudStorage, displayType, quarantined, sealed, fileUrl, active, fileSize, provider, createdAt, updatedAt, scan, clean, recordDetail, uploaderOpenId, lastModifiedBy, record. Required: sidedrawer_id, record_id.
- **SideDrawer files download by name** (Download). Download a file's binary content from a SideDrawer record by file name with extension. Returns the raw file binary stream. Required: sidedrawer_id, record_id, file_name_with_extension.
- **SideDrawer files download by token** (Download). Download a file's binary content from a SideDrawer record by file token. Returns the raw file binary stream. Required: sidedrawer_id, record_id, file_token.
- **SideDrawer files seal by name** (Action). Seal a SideDrawer record file by file name with extension. Returns: id, fileName, correlationId, uploadDetail, caption, uploader, url, fileTypeEnum. Required: sidedrawer_id, record_id, file_name_with_extension.
- **SideDrawer files seal by token** (Action). Seal a SideDrawer record file by file token (v2 API). Returns: id, fileName, correlationId, uploadDetail, caption, uploader, url, fileTypeEnum. Required: sidedrawer_id, record_id, file_token.
- **SideDrawer files quarantine by name** (Action). Send a SideDrawer record file to quarantine by file name with extension. Returns: _id, fileName, fileType, correlationId, uploadTitle, cloudStorage, displayType, quarantined, sealed, fileUrl, active, recordDetail, uploader, fileSize, provider, createdAt, updatedAt, __v. Required: sidedrawer_id, record_id, file_name_with_extension.
- **SideDrawer files quarantine by token** (Action). Send a SideDrawer record file to quarantine using its file token. Returns: id, fileName, fileType, correlationId, uploadTitle, cloudStorage, displayType, quarantined, sealed, fileUrl, active, recordDetail, uploader, fileSize, provider, createdAt, updatedAt, uploadDetail, caption, url, fileTypeEnum. Required: sidedrawer_id, record_id, file_token.
- **SideDrawer files get metadata** (Get). Get metadata for a specific SideDrawer record file by its record file id. Returns: id, fileName, fileType, correlationId, uploadTitle, cloudStorage, displayType, quarantined, sealed, fileUrl, active, uploader, fileSize, provider, createdAt, updatedAt. Required: sidedrawer_id, record_id, record_file_id.
- **SideDrawer files get metadata by token** (Get). Get a SideDrawer record file's metadata by its file token. Returns: cloudStorage, displayType, quarantined, sealed, active, scan, clean, createdAt, updatedAt, correlationId, _id, fileToken, sidedrawer, recordDetail, fileType, fileName, fileExtension, fileSize, uploader, caption, uploadTitle, metadata, format, checkSum, blocks, recordFileBlocks, record, id, uploadDetail, url, fileTypeEnum.…
- **SideDrawer files delete by name** (Delete). Delete a SideDrawer record file by its file name with extension. Returns the deleted file object including _id, fileName, fileType, fileUrl, fileSize, provider, recordDetail, uploader, createdAt, and updatedAt. Required: sidedrawer_id, record_id, file_name_with_extension.
- **SideDrawer files list all** (List). List all files in a SideDrawer record (folder). Returns each file with id, fileName, fileType, fileUrl, fileSize, provider, uploader, uploadTitle, createdAt, updatedAt, and additional status flags. Required: sidedrawer_id, record_id.
- **SideDrawer files upload** (Upload). Upload a file to a SideDrawer record folder. Returns: id, fileName, correlationId, uploadDetail, caption, uploader, url, fileTypeEnum. Required: sidedrawer_id, record_id, file.
- **Update a SideDrawer file by ID** (Update). Update a SideDrawer record file's upload title and correlation ID. Returns: id, fileName, correlationId, uploadDetail, caption, uploader, url, fileTypeEnum. Required: sidedrawer_id, record_id, id.
- **Delete a SideDrawer file by ID** (Delete). Delete a SideDrawer record file by id. Returns the deleted file object including id, fileName, fileType, fileUrl, active, fileSize, provider, createdAt, and updatedAt. Required: sidedrawer_id, record_id, id.
- **SideDrawer files copy by name** (Copy). Copy a SideDrawer record file to a destination drawer by file name. Returns the copied file object including id, fileName, fileType, fileUrl, active, fileSize, provider, createdAt, and updatedAt. Required: sidedrawer_id, record_id, file_name_with_extension, destinationSidedrawerId.
- **SideDrawer files copy by token** (Copy). Copy a SideDrawer record file to a destination drawer by file token. Returns the copied file object including id, fileName, fileType, fileTypeEnum, fileUrl, active, fileSize, provider, createdAt, and updatedAt. Required: sidedrawer_id, record_id, file_token, destinationSidedrawerId.
- **SideDrawer files move** (Move). Move a SideDrawer record file to a destination drawer by file token. Returns the moved file object including id, fileName, fileType, fileTypeEnum, fileUrl, active, fileSize, provider, createdAt, and updatedAt. Required: sidedrawer_id, record_id, file_token, destinationSidedrawerId.
- **SideDrawer files bulk update** (Update). Update a file's metadata in a SideDrawer record by file name with extension. Returns: id, fileName, correlationId, uploadDetail, caption, uploader, url, fileTypeEnum, fileType, uploadTitle, cloudStorage, displayType, quarantined, sealed, fileUrl, active, fileSize, provider, createdAt, updatedAt, scan, clean, recordDetail, uploaderOpenId, lastModifiedBy, record. Required: sidedrawer_id, record_id,…
- **List all SideDrawer timeline** (List). List a SideDrawer's timeline notifications in a paginated view. Returns each notification item including its id, user, openId, entity, recordId, message, and rawTime. Required: sidedrawer_id. Can be filtered by folder (recordId), locale, time zone, openId, and read status.
- **SideDrawer timeline list all** (List). List all timeline events for a SideDrawer drawer. Returns timeline entries including id, user, entity, message, rawTime, and recordId. Required: sidedrawer_id. Returns up to 200 results.
- **Create a SideDrawer account invitation** (Create). Create one or more account invitations in SideDrawer by sending invitation emails to contributors. Returns an array of created invitation objects including firstName, lastName, email, and phone. Required: email.
- **SideDrawer account invitations create or find** (Create). Create an account invitation in SideDrawer, sending an invitation email, or find an existing account by email. Returns a response including senderOpenId, brandCode, email, notificationType, locale, titleParams, bodyParams, notificationMethod, and openId when an existing account is found. Required: senderOpenId, email.
- **List all SideDrawer plans** (List). List a drawer's available Plans in SideDrawer with paginated results (v2). Returns: name, description, brandCode, orderId, sidedrawerType, sidedrawerTypeOtherName, public, isTemplate, reportTypeNames, format. Required: sidedrawer_id.
- **SideDrawer plans list all** (List). List a drawer's available Plans in SideDrawer returning all results up to 200 (v1, non-paginated). Returns: name, description, brandCode, orderId, sidedrawerType, sidedrawerTypeOtherName, public, isTemplate, reportTypeNames, format. Required: sidedrawer_id.
- **List all SideDrawer licenses** (List). List available licenses for a SideDrawer subscription via the paginated v2 endpoint. Returns: id, licenseKey, userOpenId, sidedrawerId. Required: subscription_id.
- **SideDrawer licenses list all** (List). List all available licenses for a SideDrawer subscription via the v1 endpoint, returning up to 200 results without pagination. Returns: id, licenseKey, userOpenId, sidedrawerId. Required: subscription_id.
- **Create a SideDrawer batch** (Create). Submit a batch of multiple Sidedrawer API requests in a single call for efficient processing. Returns an array of individual responses, each containing id (correlation value) and body (endpoint-specific response). Required: requests.
