--- title: "Document360 MCP server for AI agents - actionlake" description: "Give Claude 114 Document360 actions through one MCP server: articles, categories. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/document360 updated: 2026-10-23 --- Connectors · Files & documents # Document360 MCP server for AI agents. actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Document360 and the rest of your systems. It gives your agent 114 Document360 actions (48 reads, 49 writes and 17 that wait for a confirmation) and holds the Document360 credential itself, so the agent never does. It paces Document360's limits and records every call. [Connect Document360 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) 100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you. `claude mcp add --transport http actionlake https://connect.actionlake.com/mcp` the first call ``` do { action: "document360.team_accounts.list", intent: "check which Document360 account is connected" } # Gets all team accounts · read · 1 upstream call ``` - 114 actions in one signed file - 48 read look, never change - 49 write create and update - 17 wait for a yes destructive, confirmed first Set up ## Connect Document360 in three steps. 1. 01 ### Add actionlake to Claude. Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us. `https://connect.actionlake.com/mcp` 2. 02 ### Connect Document360. API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key. - `api_token` Document360 API token: in the Document360 portal go to Settings > Knowledge base portal > API tokens and create a… - `host` Where your Document360 lives: your host ``` account { op: "connections.requirements", service: "document360" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### Make the first call. Check before a write. Ask in plain words; Claude picks the action. Before anything changes, `check` validates the call and prices it, for free. ``` do { action: "document360.team_accounts.list" } # gets all team accounts · read · 1 upstream call check { action: "document360.team_accounts.create", input: { … } } # free: inputs, permissions, cost and confirmations, nothing sent ``` Document360 at a glance **Sign-in** API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. **You provide** `api_token` **Setup fields** `host` **Limits we pace to** 60 calls a minute, per connection **API covered** Document360 Customer API v2 (OpenAPI 3.0.1)`apihub.document360.io` **Built from** Document360's documentation, read 23 October 2026[apihub.document360.io](https://apihub.document360.io/swagger/v2/swagger.json) [apidocs.document360.com](https://apidocs.document360.com/apidocs/getting-started) **Service file** Version 1.0.0, signed (Ed25519) **Cached reads** 47 of 48 reads, for up to 5 minutes; a write clears what it affects **Shared entities** 3, so ask can line Document360 up with your other systems **Data** Processed and stored in Sydney, Australia. No US region yet Capabilities ## What an AI agent can do in Document360. 114 actions in 29 areas. Every one carries its effect, so a key can allow the reads and hold the rest. - **48** read look, never change - **49** write create and update - **17** destructive wait for a confirmation 1. ### Articles 17 3 read · 12 write · 2 destructive Gets the list of articles within a workspace · Adds an article to an existing category · Gets an article · Updates an article with the ID 2. ### Categories 16 3 read · 12 write · 1 destructive Adds multiple categories · Adds a new category · Gets the category hierarchy within a workspace · Publishes multiple categories 3. ### Article versions 8 4 read · 1 write · 3 destructive Forks an article with an id · Gets all article versions · Gets all article versions · Gets article by a version number 4. ### Category versions 8 4 read · 1 write · 3 destructive Forks a category page with an id · Gets category page versions · Gets category page versions · Gets category page content with an ID 5. ### Team accounts 8 3 read · 4 write · 1 destructive Gets all team accounts · Adds a new team account · Gets complete team account details by ID · Deletes a team account with an ID 6. ### Drive files 6 3 read · 2 write · 1 destructive Gets file information · Deletes a file using file ID · Searches Drive — files and folders · Copies a file from one folder to another 7. ### Drive folders 5 2 read · 2 write · 1 destructive Adds a new folder to Drive · Gets folders information · Updates a folder with ID · Gets folder information by folder ID 8. ### Reader groups 5 2 read · 2 write · 1 destructive Gets all reader groups · Adds a new reader group · Gets a reader group via group id · Updates a reader group **21 more areas · 41 actions** - Readers **5** - Article settings **4** - Category settings **4** - API references **3** - Category content **3** - AI search **2** - API reference logs **2** - Drive file tags **2** - Project exports **2** - Project imports **2** - Project versions **2** - API reference jobs **1** - Custom fields **1** - Documents **1** - Drive tasks **1** - Languages **1** - SSO schemes **1** - Team groups **1** - Team roles **1** - Translations **1** - Workflow statuses **1** Top actions ## The Document360 API, shaped for agents. The ids your agent types, what each does, and the one name it shares with other systems. 21 of Document360's 21 action names are shared with at least one other connector, so an agent learns them once. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `document360.team_accounts.list` Gets all team accounts | Gets all team accounts. | read | `identity.user.list` 474 connectors | | `document360.articles.list` Gets the list of articles within a workspace | Gets the list of articles within a workspace. | read | `knowledge.article.list` 26 connectors | | `document360.team_accounts.create` Adds a new team account | Adds a new team account. | write | `identity.user.create` 262 connectors | | `document360.articles.create` Adds an article to an existing category | Adds an article to an existing category. | write | `knowledge.article.create` 28 connectors | | `document360.drive_folders.list` Gets folders information | Gets folders information. | read | `content.folder.list` 62 connectors | | `document360.drive_folders.create` Adds a new folder to Drive | Adds a new folder to Drive. | write | `content.folder.create` 62 connectors | | `document360.drive_files.get` Gets file information | Gets file information. | read | `content.file.get` 74 connectors | | `document360.drive_files.delete` Deletes a file using file ID | Deletes a file using file ID. | destructive | `content.file.delete` 68 connectors | | `document360.readers.list` Gets all available readers from the project | Gets all available readers from the project. | read | this connector | | `document360.languages.list` Gets all languages configured for a workspace | Gets all languages configured for a workspace. | read | this connector | | `document360.readers.create` Adds a new reader | Adds a new reader. | write | this connector | | `document360.categories.list` Gets the category hierarchy within a workspace | Gets the category hierarchy within a workspace. | read | this connector | Try it ## Prompts to paste into Claude. Each one names the Document360 actions it will call, so you know what it reads and what it changes before you send it. 1. Read read Find the Document360 articles about password resets and summarise what they say. calls `document360.articles.list` 2. Write write Adds a new team account in Document360. Show me exactly what you will send before you save it. calls `document360.team_accounts.create` Governance for Document360 ## Destructive actions wait for a yes. 17 Document360 actions are destructive. These are all of them: - Deletes a team account with an ID `document360.team_accounts.delete` - Deletes a file using file ID `document360.drive_files.delete` - Deletes an article with an ID `document360.articles.delete` - Deletes a folder `document360.drive_folders.delete` - Deletes a reader from the project `document360.readers.delete` - Deletes a category with an ID `document360.categories.delete` - Deletes multiple articles `document360.articles.bulk_delete` - Deletes JWT readers from the project `document360.readers.delete_jwt_readers` - Deletes a reader group `document360.reader_groups.delete` - Deletes an API reference `document360.api_references.delete` - Deletes tags from a file `document360.drive_file_tags.remove` - Deletes an article version `document360.article_versions.delete` - Deletes a category version `document360.category_versions.delete` - Delete multiple article versions `document360.article_versions.bulk_delete` - Delete multiple category versions `document360.category_versions.bulk_delete` - Deletes an article version `document360.article_versions.delete_language` - Deletes a category version `document360.category_versions.delete_language` A destructive action runs only with `confirm: true`. Under the `human` policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after. do document360.team_accounts.delete confirm_policy: **human** Deletes a team account with an ID? **intent:** the user asked me to deletes a team account with an ID run suspended · waiting for a named person · key _document360-agent_ cannot confirm itself In the console, or from an emailed signed link. a key for this connector ``` account { op: "keys.create", name: "document360-agent", allowed_actions: ["document360.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "document360.team_accounts.delete", approver: "lead@example.com" }, { match: "document360.drive_files.delete", approver: "lead@example.com" }, { match: "document360.articles.delete", approver: "lead@example.com" } ] } ``` Illustrative. Scoped to Document360 only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person. Cost ## What Document360 costs on actionlake. Every Document360 action is one upstream call, the only thing actionlake bills. Searching, `check`, `cost`, `account` and any call Document360 refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. - 1 upstream call per action all 114 Document360 actions - 114 actions page each page of a long list is one call - 47 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Document360 action. 114 actions by area: the id your agent calls, what it does, and its effect. **Articles 17** - `document360.articles.bulk_create` Adds multiple articles write - `document360.articles.bulk_delete` Deletes multiple articles destructive - `document360.articles.bulk_publish` Publishes multiple articles write - `document360.articles.bulk_unpublish` Unpublishes multiple articles write - `document360.articles.bulk_update` Updates multiple articles write - `document360.articles.create` Adds an article to an existing category write - `document360.articles.delete` Deletes an article with an ID destructive - `document360.articles.get` Gets an article read - `document360.articles.get_by_url` Gets an article by URL read - `document360.articles.list` Gets the list of articles within a workspace read - `document360.articles.publish` Publishes an article with an id write - `document360.articles.publish_language` Publishes an article with an id write - `document360.articles.unpublish_language` Unpublishes an article with an id write - `document360.articles.update` Updates an article with the ID write - `document360.articles.update_description` Update the article description write - `document360.articles.update_description_language` Update the article description write - `document360.articles.update_workflow_status` Update workflow status of the articles write **Categories 16** - `document360.categories.bulk_create` Adds multiple categories write - `document360.categories.bulk_publish` Publishes multiple categories write - `document360.categories.bulk_unpublish` Unpublishes multiple categories write - `document360.categories.create` Adds a new category write - `document360.categories.delete` Deletes a category with an ID destructive - `document360.categories.get` Gets a category by ID with its articles and direct child categories metadata read - `document360.categories.get_by_url` Gets a category by URL read - `document360.categories.list` Gets the category hierarchy within a workspace read - `document360.categories.publish` Publishes a category with an id write - `document360.categories.publish_language` Publishes a category with an id write - `document360.categories.unpublish_language` Unpublishes a category with an id write - `document360.categories.update` Updates a category with the ID write - `document360.categories.update_description` Updates the category description write - `document360.categories.update_description_language` Updates the category description write - `document360.categories.update_type` Updates the category type write - `document360.categories.update_workflow_status` Update workflow status of the categories write **Article versions 8** - `document360.article_versions.bulk_delete` Delete multiple article versions destructive - `document360.article_versions.delete` Deletes an article version destructive - `document360.article_versions.delete_language` Deletes an article version destructive - `document360.article_versions.fork` Forks an article with an id write - `document360.article_versions.get` Gets article by a version number read - `document360.article_versions.get_language` Gets article by a version number read - `document360.article_versions.list` Gets all article versions read - `document360.article_versions.list_language` Gets all article versions read **Category versions 8** - `document360.category_versions.bulk_delete` Delete multiple category versions destructive - `document360.category_versions.delete` Deletes a category version destructive - `document360.category_versions.delete_language` Deletes a category version destructive - `document360.category_versions.fork` Forks a category page with an id write - `document360.category_versions.get` Gets category page content with an ID read - `document360.category_versions.get_language` Gets category page content with an ID read - `document360.category_versions.list` Gets category page versions read - `document360.category_versions.list_language` Gets category page versions read **Team accounts 8** - `document360.team_accounts.check_email` Checks if an email already exists in the project read - `document360.team_accounts.create` Adds a new team account write - `document360.team_accounts.delete` Deletes a team account with an ID destructive - `document360.team_accounts.get` Gets complete team account details by ID read - `document360.team_accounts.list` Gets all team accounts read - `document360.team_accounts.update_content_role` Updates the content roles of an individual team account write - `document360.team_accounts.update_groups` Modifies the groups associated with a team account write - `document360.team_accounts.update_portal_role` Updates the portal role of an individual team account write **Drive files 6** - `document360.drive_files.copy` Copies a file from one folder to another write - `document360.drive_files.delete` Deletes a file using file ID destructive - `document360.drive_files.get` Gets file information read - `document360.drive_files.list_in_article` Gets all media files inserted in the article read - `document360.drive_files.move` Moves a file with file ID write - `document360.drive_files.search` Searches Drive — files and folders read **Drive folders 5** - `document360.drive_folders.create` Adds a new folder to Drive write - `document360.drive_folders.delete` Deletes a folder destructive - `document360.drive_folders.get` Gets folder information by folder ID read - `document360.drive_folders.list` Gets folders information read - `document360.drive_folders.update` Updates a folder with ID write **Reader groups 5** - `document360.reader_groups.create` Adds a new reader group write - `document360.reader_groups.delete` Deletes a reader group destructive - `document360.reader_groups.get` Gets a reader group via group id read - `document360.reader_groups.list` Gets all reader groups read - `document360.reader_groups.update` Updates a reader group write **Readers 5** - `document360.readers.create` Adds a new reader write - `document360.readers.delete` Deletes a reader from the project destructive - `document360.readers.delete_jwt_readers` Deletes JWT readers from the project destructive - `document360.readers.list` Gets all available readers from the project read - `document360.readers.update` Updates a reader write **Article settings 4** - `document360.article_settings.get` Gets settings for the article read - `document360.article_settings.get_language` Gets settings for the article read - `document360.article_settings.update` Updates settings for the article write - `document360.article_settings.update_language` Updates settings for the article write **Category settings 4** - `document360.category_settings.get` Gets settings for the category read - `document360.category_settings.get_language` Gets settings for the category read - `document360.category_settings.update` Updates settings for the category write - `document360.category_settings.update_language` Updates settings for the category write **API references 3** - `document360.api_references.delete` Deletes an API reference destructive - `document360.api_references.list` Gets the list of API references within a workspace read - `document360.api_references.publish` Publishes an API reference write **Category content 3** - `document360.category_content.bulk_update` Updates multiple category page contents write - `document360.category_content.get` Gets category page content with an ID read - `document360.category_content.update` Updates a category page content with the ID write **AI search 2** - `document360.ai_search.ask` Performs an AI assistive search within a workspace read - `document360.ai_search.send_feedback` Provides feedback for an AI assistive search response write **API reference logs 2** - `document360.api_reference_logs.get` Gets errors and alerts of a log read - `document360.api_reference_logs.list` Gets all API reference logs read **Drive file tags 2** - `document360.drive_file_tags.add` Adds tags to a file using file ID write - `document360.drive_file_tags.remove` Deletes tags from a file destructive **Project exports 2** - `document360.project_exports.create` Starts a new export write - `document360.project_exports.get` Gets the status of an export read **Project imports 2** - `document360.project_imports.create` Imports documentation write - `document360.project_imports.get` Gets the status of an import read **Project versions 2** - `document360.project_versions.list` Gets the list of workspaces (project versions) in the project read - `document360.project_versions.search` Searches for a phrase inside a workspace read **API reference jobs 1** - `document360.api_reference_jobs.get` Get the status of a background import or resync. read **Custom fields 1** - `document360.custom_fields.list` Gets all custom field definitions. read **Documents 1** - `document360.documents.get_by_url` Gets a document (article or category) by URL path read **Drive tasks 1** - `document360.drive_tasks.get` Gets the status of a delete-file operation read **Languages 1** - `document360.languages.list` Gets all languages configured for a workspace read **SSO schemes 1** - `document360.sso_schemes.list` Gets all SSO schemes configured for the project read **Team groups 1** - `document360.team_groups.list` Gets all team groups read **Team roles 1** - `document360.team_roles.list` Gets all available roles, including default and custom roles read **Translations 1** - `document360.translations.list` Gets articles by translation status read **Workflow statuses 1** - `document360.workflow_statuses.list` Gets all workflow statuses for a project read Questions ## The Document360 MCP server, answered. **Is there a Document360 MCP server for Claude?** Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 114 Document360 actions across articles, categories, article versions and category versions, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Document360. **What do I need to connect Document360?** Document360 API token: in the Document360 portal go to Settings > Knowledge base portal > API tokens and create a…. Plus your host. The free call account { op: "connections.requirements", service: "document360" } lists exactly what to paste. **Can an AI agent delete or change things in Document360?** Only if its key allows it, and only with an explicit confirmation. 17 Document360 actions are destructive, including deletes a team account with an ID, deletes a file using file ID and deletes an article with an ID. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it. **Will an AI agent use up my Document360 API limit?** actionlake paces every call to the limits in the Document360 service file: 60 calls a minute per connection. Repeated reads are answered from cache (47 Document360 actions can be), which never reaches Document360. **What does a Document360 action cost?** One upstream call, the only unit actionlake bills. A list that pages bills one call per page (114 Document360 actions page). Cache hits, searches, dry runs and calls Document360 refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. **Which Document360 API does it cover?** The Document360 Customer API v2 (OpenAPI 3.0.1) at apihub.document360.io by default, or the base URL set when you connect. It is built from Document360's documentation as read on 23 October 2026. 114 actions in 29 areas, each one in the signed service file (version 1.0.0). **Does actionlake keep my Document360 data, and where?** actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Document360 credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models. **Which AI clients can use it?** Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names. ## More connectors like Document360 Shares the most action names with - [Dropbox 12](https://actionlake.com/connectors/dropbox) - [Zoho WorkDrive 10](https://actionlake.com/connectors/zoho-workdrive) - [Filevine 8](https://actionlake.com/connectors/filevine) - [Concord 6](https://actionlake.com/connectors/concord) - [Coda 5](https://actionlake.com/connectors/coda) - [signNow 5](https://actionlake.com/connectors/signnow) Joins with, on shared entities - [HaloPSA 3](https://actionlake.com/connectors/halopsa) - [ServiceNow 3](https://actionlake.com/connectors/servicenow) - [Microsoft Dynamics 365 3](https://actionlake.com/connectors/microsoft-dynamics-365) - [Freshservice 3](https://actionlake.com/connectors/freshservice) - [Zoho SalesIQ 3](https://actionlake.com/connectors/zoho-salesiq) - [Insightly CRM 3](https://actionlake.com/connectors/insightly-crm) Browse - [All Files & documents connectors](https://actionlake.com/connectors/category/files-and-documents) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Document360; the name is the vendor's own. Counts are from the Document360 service file, version 1.0.0. ## Give your agent Document360 today. [Connect Document360 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/document360 More: https://actionlake.com/llms.txt