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by getmasv

Create a portal to collect files

create_portal

Create a portal to collect files from external users, with optional access codes, download passwords, file type limits, branding, and integrations.

Instructions

Create a new portal for collecting files from external users. Portals can be configured with access codes, download passwords, file type restrictions, custom branding, connected integrations, and more. Only 'name' and 'subdomain' are required - all other settings are optional.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesPortal name
activeNoWhether portal is active and accepting uploads
expiryNoPortal expiry date (ISO 8601 format). This parameter is required when expiry_enabled: true
messageNoWelcome message displayed on portal
logo_urlNoURL of logo image for portal
subdomainYesPortal subdomain (3-53 characters)
file_typesNoAllowed/excluded file extensions prefixed with dots (e.g., ['.mp4', '.mov'])
recipientsNoEmail addresses that receive notifications for portal uploads
access_codeNoAccess code for portal (required if has_access_code is true)
access_listNoArray of membership IDs for users with direct access to private portal. Use get_team_members to retrieve membership IDs
access_levelNoPortal access level: 'regular' for public access, 'private' for restricted access
teamspace_idNoID of teamspace to associate portal with
cc_recipientsNoEmail addresses that receive carbon copy notifications without download link
max_file_sizeNoMaximum file size in bytes (0 for unlimited). Only works when package_size_restriction_enabled: true
primary_colorNoPrimary color for portal branding (hex color code)
background_urlNoURL of background image for portal
expiry_enabledNoWhether portal expiry is enabled. If set to true, need to also provide expiry parameter, e.g. expiry: '2027-01-01'
max_file_countNoMaximum number of files per upload (0 for unlimited). Only works when package_size_restriction_enabled: true
has_access_codeNoWhether portal requires an access code to upload (if true, you also need to specify access_code parameter)
max_package_sizeNoMaximum package size in bytes (0 for unlimited). Only works when package_size_restriction_enabled: true
terms_of_serviceNoTerms of service configuration (required when terms_of_service_enabled is true)
download_passwordNoDownload password (required if has_download_password is true)
custom_expiry_daysNoCustom expiry days for packages (-1 for unlimited)
package_name_formatNoCustom package naming format configuration (required when package_name_format_enabled is true)
has_download_passwordNoWhether portal packages require password to download (if true, you also need to specify download_password parameter)
disable_upload_receiptNoDisable email receipt to uploader
terms_of_service_enabledNoWhether terms of service acceptance is required to upload to the portal
package_name_format_enabledNoWhether custom package naming format is enabled
user_authentication_requiredNoWhether to restrict Portal upload to only team users with proper access. Users must authenticate to upload
file_type_restriction_enabledNoWhether file type restrictions are enabled
file_type_restriction_excludeNoWhether to exclude (true) or include (false) specified file types
package_size_restriction_enabledNoWhether package size restrictions are enabled. Set to true in order to set max_file_count, max_file_size or max_package_size
download_user_authentication_requiredNoWhether users must authenticate to download

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.0.5

TDQS

B3.2/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=false and destructiveHint=false, so the write/non-destructive profile is covered. The description adds only that portals target external users and can be configured in various ways; it omits side effects such as whether recipients are notified on creation or what identity/permissions are required.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Three sentences, front-loaded with the core action, followed by a capability overview and the required-fields note. Efficient, with no filler, though the middle feature list is somewhat marketing-flavored rather than task-critical.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a 33-parameter creation tool with nested objects and no output schema, the description covers the essentials (what it creates, required vs optional fields) but says nothing about the returned identifier an agent would need for follow-up calls. Adequate but with real gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the schema already documents all 33 parameters, including nested objects and conditional dependencies. The description's feature list (access codes, download passwords, file type restrictions, branding, integrations) loosely maps to parameters but adds no syntax or format detail beyond the schema, so the baseline 3 applies.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource ('Create a new portal') plus the scope ('for collecting files from external users'). It is easily distinguished from the read/update/delete portal siblings, though it never names them explicitly.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance on when to create a portal versus using update_portal on an existing one, no prerequisites, and no mention of permissions or limits. The only conditional info is about optional parameters, which is parameter rather than usage guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.