Box Records Manager

Classifies invoices using Box AI Extract and organizes them into folders with the Files SDK.

Drop unorganized invoices into a Box folder, click Organize, and watch each file get classified by expense category (Meals, Office Supplies, Travel, etc.) and filed into the matching subfolder — all in real time. A classification-report.json is uploaded to Box when the run completes.

Prerequisites

• Bun v1.0+
• A Box app with Client Credentials Grant (CCG) auth enabled
• A free Box developer account with Box AI enabled

Setup

bun install
cp .env.example .env

Edit .env with your Box credentials:

Variable	Description
BOX_CLIENT_ID	OAuth 2.0 client ID from your Box app
BOX_CLIENT_SECRET	OAuth 2.0 client secret
BOX_ENTERPRISE_ID	Your Box enterprise ID
BOX_FOLDER_ID	Box folder ID containing the invoices to classify
PORT	Server port (default 3000)

Run

bun run start

Open http://localhost:3000.

How it works

1. GET /api/files — lists files in BOX_FOLDER_ID using files.listAll()
2. POST /api/organize — for each file:
   • Extracts expense_category, vendor_name, and total_amount via Box AI (files.raw.ai.createAiExtractStructured)
   • Skips duplicates with files.exists(dest)
   • Moves the file into a {category}/ subfolder using files.move()
   • Uploads a classification-report.json summary using files.upload()
3. GET /api/events — SSE stream for real-time progress in the browser

Files SDK usage

Method	Purpose
files.listAll()	Discover files (handles pagination)
files.exists()	Skip already-filed duplicates
files.move()	Organize into category folders (auto-creates them)
files.upload()	Write classification report back to Box
hooks.onAction	Stream SDK activity to the browser via SSE
files.raw	Escape hatch for Box AI Extract

Stack

• Files SDK — unified storage API with Box adapter
• Box AI Extract — server-side document classification and metadata extraction
• Bun — runtime and HTTP server