--- title: SideDrawer API Integration on Truto slug: sidedrawer category: Cloud Storage canonical: "https://truto.one/integrations/detail/sidedrawer/" --- # SideDrawer API Integration on Truto **Category:** Cloud Storage **Status:** Beta ## MCP-ready AI tools Truto exposes 78 tools for SideDrawer that AI agents can call directly. - **create_a_side_drawer_drawer** — 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_side_drawer_drawer_by_id** — Get a single Drawer (sidedrawer) by id in SideDrawer. Returns: id, copyPlanRequests, copySidedrawerCollaborators. Required: id. - **update_a_side_drawer_drawer_by_id** — 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_side_drawer_drawer_by_id** — 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. - **side_drawer_drawers_get_home** — 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. - **side_drawer_drawers_get_home_lite** — 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. - **side_drawer_drawers_apply_template** — 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. - **side_drawer_drawers_list_types** — List all available SideDrawer drawer types. Returns: type, copyPlanRequests, copySidedrawerCollaborators. - **side_drawer_drawers_get_branding** — Get branding information for a SideDrawer drawer by sidedrawer_id. Returns: id, copyPlanRequests, copySidedrawerCollaborators. Required: sidedrawer_id. - **create_a_side_drawer_folder** — 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_side_drawer_folders** — 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_side_drawer_folder_by_id** — 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_side_drawer_folder_by_id** — 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_side_drawer_folder_by_id** — 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. - **side_drawer_folders_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,… - **side_drawer_folders_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,… - **side_drawer_folders_list_all** — 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_side_drawer_folder_relation** — Create a related Folder (record) relation in SideDrawer. Returns: id, relatedRecord, active, createdAt, updatedAt. Required: sidedrawer_id, record_id, relatedRecord. - **list_all_side_drawer_folder_relations** — List related Folders (records) for a specific Folder in SideDrawer. Returns: id, name, active, relatedRecord, createdAt, updatedAt. Required: sidedrawer_id, record_id, locale. - **side_drawer_folder_relations_bulk_delete** — Delete a related Folder (record) relation in SideDrawer. Returns: id, relatedRecord, active, createdAt, updatedAt. Required: sidedrawer_id, record_id. - **list_all_side_drawer_collaborators** — 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. - **side_drawer_collaborators_list_active** — List the caller's active Sidedrawer collaborators, optionally filtered by drawer or folder. Returns: sidedrawer, sidedrawerRole, record, recordRole, contributor, contributorType, relation, invitationCode, active. - **side_drawer_collaborators_list_invitations** — 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. - **side_drawer_collaborators_list_teams_type** — 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. - **side_drawer_collaborators_list_my_teams** — List the Sidedrawer teams that the caller belongs to. Returns: sidedrawer, sidedrawerRole, record, recordRole, contributor, contributorType, relation, invitationCode, active. - **side_drawer_collaborators_list_by_drawer_or_folder** — 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). - **side_drawer_collaborators_list_by_folder** — 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,… - **side_drawer_collaborators_list_all** — 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_side_drawer_drawer_collaborator** — 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_side_drawer_drawer_collaborator_by_id** — 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. - **side_drawer_drawer_collaborators_transfer_ownership** — 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. - **side_drawer_drawer_collaborators_create_team** — 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. - **side_drawer_drawer_collaborators_bulk_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_side_drawer_drawer_collaborator_by_id** — 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_side_drawer_folder_collaborator** — 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_side_drawer_folder_collaborator_by_id** — 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. - **side_drawer_folder_collaborators_create_team** — 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. - **side_drawer_folder_collaborators_bulk_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_side_drawer_folder_collaborator_by_id** — 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_side_drawer_hanger_collaborator** — 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_side_drawer_hanger_collaborators** — 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. - **side_drawer_hanger_collaborators_list_all** — 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. - **side_drawer_hanger_collaborators_bulk_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_side_drawer_shared_drawers** — 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. - **side_drawer_shared_drawers_list_lite** — 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. - **side_drawer_shared_drawers_list_all** — 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_side_drawer_owned_drawers** — List all owned Drawers (sidedrawers) in SideDrawer. Returns: id, name, brandName, sdRole, networkId, sdPhoto, plan. - **side_drawer_owned_drawers_list_all** — List all owned Drawers (sidedrawer) in SideDrawer. Returns: id, copyPlanRequests, copySidedrawerCollaborators. - **list_all_side_drawer_template_drawers** — 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. - **side_drawer_template_drawers_list_all** — 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_side_drawer_file** — 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_side_drawer_files** — 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. - **side_drawer_files_download_by_name** — 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. - **side_drawer_files_download_by_token** — 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. - **side_drawer_files_seal_by_name** — 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. - **side_drawer_files_seal_by_token** — 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. - **side_drawer_files_quarantine_by_name** — 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. - **side_drawer_files_quarantine_by_token** — 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. - **side_drawer_files_get_metadata** — 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. - **side_drawer_files_get_metadata_by_token** — 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.… - **side_drawer_files_delete_by_name** — 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. - **side_drawer_files_list_all** — 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. - **side_drawer_files_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_side_drawer_file_by_id** — 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_side_drawer_file_by_id** — 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. - **side_drawer_files_copy_by_name** — 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. - **side_drawer_files_copy_by_token** — 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. - **side_drawer_files_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. - **side_drawer_files_bulk_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_side_drawer_timeline** — 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. - **side_drawer_timeline_list_all** — 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_side_drawer_account_invitation** — 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. - **side_drawer_account_invitations_create_or_find** — 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_side_drawer_plans** — 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. - **side_drawer_plans_list_all** — 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_side_drawer_licenses** — List available licenses for a SideDrawer subscription via the paginated v2 endpoint. Returns: id, licenseKey, userOpenId, sidedrawerId. Required: subscription_id. - **side_drawer_licenses_list_all** — 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_side_drawer_batch** — 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. ## How it works 1. **Link your customer's SideDrawer account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach SideDrawer.** The Proxy API is a 1-to-1 mapping of the SideDrawer API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **Provision compliant client vaults on signup** — WealthTech, tax, and legal SaaS platforms can automatically spin up a branded, templated SideDrawer vault the moment a new client is created, eliminating manual onboarding and ensuring every client folder structure matches compliance requirements. - **Embed a secure document workspace in your CRM** — Financial services CRMs can render a native file tree per contact by mapping each CRM record to a SideDrawer Drawer, so advisors upload, organize, and share sensitive documents without leaving the app. - **Push generated reports directly into client vaults** — Financial planning, reporting, and e-signature platforms can deliver finalized PDFs, portfolio reports, and signed contracts straight into the correct client folder, replacing insecure email attachments with an auditable delivery channel. - **Pull existing financial documents to accelerate underwriting** — Mortgage, lending, and insurance platforms can (with user consent) ingest W-2s, tax returns, and pay stubs from a client's existing SideDrawer, removing manual re-uploads and shortening application cycles. - **Stream audit trails into your compliance product** — RegTech and compliance SaaS can pull SideDrawer timeline events into their own dashboards, giving firms a unified view of who accessed, downloaded, or modified regulated documents for SEC/FINRA reporting. ## What you can build - **Templated vault provisioning** — Create a new Drawer and apply a predefined template to auto-generate the correct folder structure for a workflow like estate planning, tax season, or loan intake. - **Embedded file tree per customer record** — List folders and files for a given Drawer to render a live, in-app document browser tied to each of your users' clients. - **Drag-and-drop uploads with server-side sync** — Push binary files from your UI into the correct SideDrawer folder using the upload endpoint, so documents your users drop into your app land in their vault instantly. - **Granular folder-level sharing** — Invite external collaborators such as accountants or lawyers to a single folder rather than the entire vault, with the ability to revoke access programmatically. - **Immutable document sealing on signature** — Automatically seal files after e-signature completion so signed contracts and disclosures become tamper-proof for audit purposes. - **Activity timeline sync** — Pull SideDrawer timeline events into your product's activity feed or compliance log to show a unified record of every view, download, and edit. ## FAQs ### How does authentication work for SideDrawer through Truto? Truto handles the OAuth and token exchange with SideDrawer on behalf of your end users. Once a user connects their SideDrawer account, Truto stores and refreshes credentials so your app can call any supported tool without managing auth flows directly. ### Which SideDrawer objects can I read and write? The integration covers Drawers, Folders, Folder Relations, Files, Collaborators (at drawer, folder, and hanger levels), Timeline events, Templates, Plans, Licenses, and Account Invitations. You can create, list, update, delete, move, copy, seal, and quarantine across these resources. ### Can I upload and download binary file content? Yes. You can upload files into a specific Drawer or folder and download them either by file name or by a secure token, which is useful for permissioned, time-bound access from your application. ### How do I handle role-based access and external collaborators? You can create collaborators at the Drawer, Folder, or Hanger level, list active collaborators and pending invitations, transfer ownership, and bulk-delete access. This lets you model granular RBAC — for example, granting a tax professional access to only one folder. ### Is there support for compliance and audit use cases? Yes. You can pull the full timeline of user interactions for audit reporting, seal files to make them immutable after signing, and quarantine files that need to be restricted, all programmatically. ### How fresh is the data returned from SideDrawer? All calls made through Truto are proxied in real time to SideDrawer's API, so reads reflect the current state of the vault. Truto does not cache resource data, which is important for regulated document workflows where staleness is unacceptable. ## Related reading - [Connect SideDrawer to ChatGPT: Manage Drawers and File Workflows](https://truto.one/blog/connect-sidedrawer-to-chatgpt-manage-drawers-and-file-workflows/) — Learn how to connect SideDrawer to ChatGPT using Truto's auto-generated MCP server. Automate document workflows, seal files, and manage collaborator access. - [Connect SideDrawer to Claude: Control Folders and Collaborators](https://truto.one/blog/connect-sidedrawer-to-claude-control-folders-and-collaborators/) — Learn how to connect SideDrawer to claude using Truto. Step-by-step guide to tool calling, API quirks, and autonomous workflows. - [Connect SideDrawer to AI Agents: Sync Records and Audit Actions](https://truto.one/blog/connect-sidedrawer-to-ai-agents-sync-records-and-audit-actions/) — Learn how to connect SideDrawer to AI Agents using Truto's /tools endpoint. Build autonomous workflows for document management, collaborator provisioning, and compliance audits.