Guides
Recipes that cross the API, CLI, and MCP.
Each guide is a worked example that solves one concrete problem, with the API call, the CLI invocation, and (where it fits) the MCP prompt all side by side.
| Guide | Solves |
|---|---|
| Create a dataroom with documents | Spin up a dataroom for one customer and populate it with files |
| Track who viewed a document | Pull view analytics for one document or link over a date range |
| Share a password-protected link | Upload a single document and share it with a password + expiry |
| Agent workflows | Get a Claude or ChatGPT agent to do all of the above |
Looking for something else? File an issue on the docs repo with the workflow, and we'll add it.