Opbox Documentation

Opbox is the AI-powered operating system for corporate services firms. It runs the firm: matters, pipelines, knowledge, documents, dashboards, automations, and a 405-tool AI assistant that can read and act across the whole workspace under explicit autonomy controls.

What’s here

• Using Opbox - end-user guides for matters, tables, forms, the knowledge base, dashboards, automations, and themes. Start with Getting Started.
• API - REST reference for every resource (692 endpoints across 77 groups). Authentication, error conventions, rate limits, and per-resource catalogs. Begin at the API Overview.
• AI - the assistant (Overview & Mental Model), the tool surface, credentials, autonomy levels, security, cost control, and the long-running AI Agent.
• MCP - connecting external Claude Code, Claude Desktop, the Anthropic Agent SDK, or any MCP-aware client to your workspace. See MCP Overview and Setup.

Where to start by role

• Operators running matters day-to-day: Matters, Tables, Forms, Documents.
• Admins configuring the workspace: Authentication, SSO & SCIM, Addons, Audit Log, Billing.
• Builders integrating with Opbox: API Overview, All Endpoints, MCP Setup, AI Tools Reference.
• AI agent operators running autonomous workflows: BYOK Credentials, Autonomy Levels, Cost Ledger, Agent Worker.