AI Agents · File Vault

Client file vault in one place, accessible to any AI agent you trust with a key.

All client files in one place. Agents upload, retrieve, and organize with AI file management. Each file lands in the right client workspace. Nothing gets lost across Drive, Dropbox, or email.

Uploaded to the right client. Every time.

What it solves

Three client document management problems agencies face every day.

Files agents can reach

Sagely's File Vault accepts reads and writes via MCP. Agents upload, retrieve, and organise without needing browser access.

Client-scoped, always

Every file lives in the right client workspace. Nothing leaks between accounts. The key scopes what the agent can touch.

No more 'can you resend that?'

Clients access their files from their portal. Deliverables don't live in email threads.

How it works in practice

AI document management: files delivered to the right place, every time.

  • Agent uploads on delivery

    When a deliverable is ready, the agent puts it in the right client vault. Secure client file sharing without a single email attachment.

  • Retrieval by context

    AI document management means "find the brief for [client] from last month" just works. The agent retrieves the right file without browsing a folder structure.

  • Client access, no attachment needed

    Client logs into their portal and downloads what's there. No chasing a thread, no attachment to dig up.

File Vault Client A Client B Client C Scoped per client. Nothing crosses.

Setup

Three steps from scattered files to a vault.

1

Connect Sagely's MCP server

File Vault connects via the same MCP server as the rest of Sagely. One config block.

2

Point the agent at a client workspace

It can list, upload, and retrieve files scoped to that client. Nothing else is accessible.

3

Review and share

Client sees the file in their portal the moment it's uploaded. No email, no Dropbox link.

FAQ

Common questions.

What file types does Sagely's File Vault support?

PDFs, images, design files, documents, and most common formats. Sagely's File Vault is built for the deliverables agencies produce. Check the Help Center for the full list.

Can an AI agent accidentally access another client's files?

No. File operations in Sagely are scoped to the client workspace the agent is working in. Nothing crosses client boundaries without explicit access.

Why use Sagely's File Vault instead of Google Drive or Dropbox?

Drive and Dropbox are general-purpose. Sagely's File Vault is part of the client workspace: files sit alongside tickets, threads, and approvals. Context is built in, and clients access files from their portal.

Can AI agents upload deliverables directly to a client's File Vault?

Yes. Sagely's File Vault is readable and writable via MCP. Agents upload files to the correct client workspace automatically. The client sees the file in their portal immediately.

Get started

Ready to stop hunting for client files in email threads?

Start a free trial. Connect the MCP server. Your agent puts files where they belong. Your clients know exactly where to find them.