client_ai_documents module lets a client’s AI assistant list documents
shared with the client and retrieve short-lived secure download links. Client
AI tools are subject-bound: every call resolves to the authenticated client
(subjectClientId), and download links are issued only for documents that
belong to that client or are shared with all clients. The module is available
only when the company MCP integration feature is enabled, client AI access is
enabled for the client-company relationship, the company’s client MCP policy
allows the module, and the client has granted private communication consent.
Available Tools
client_ai_list_my_documents
Retrieve a list of documents shared with you or uploaded by you. Results are sorted newest first.
- Type: Read-only
- Important Input Fields:
folderId(string, optional): Folder ID to filter documents.page(integer, optional): Page number for pagination.limit(integer, optional): Number of documents per page, max 100.
client_ai_get_my_document_download_link
Retrieve a short-lived (5-minute) secure download link for a document. Enforces ownership and access permissions (document must belong to you or be shared with all clients).
- Type: Read-only
- Important Input Fields:
documentId(string, required): The unique ID of the document to download.
Natural Language Examples
- “Which documents has my coach shared with me?”
- “Give me a download link for my intake PDF.”