Tax Document Agent with Box

A multi-agent app that processes tax documents stored in Box. Built with the Anthropic Agent SDK, Box CLI, React, and Vite.

A planning agent breaks your request into tasks and delegates them to specialist agents (explorer, extractor, Excel, Word, PDF, organizer, collaboration manager) that read, create, and organize files in Box.

Prerequisites

• Node.js 18+
• Python 3 (for document creation agents)
• An Anthropic API key
• A Box app with Client Credentials Grant (CCG) enabled

Setup

git clone <repo-url> && cd tax-with-box
npm install
cp .env.example .env

Edit .env and add your Anthropic API key:

ANTHROPIC_API_KEY=sk-ant-...

Running

npm run dev

Open http://localhost:3000. On first launch, the app will automatically create a Python virtualenv and install dependencies for document creation.

Connecting Box

Go to Credentials in the sidebar and enter your Box app's Client ID, Client Secret, and Enterprise ID. The app authenticates using Box's Client Credentials Grant — no developer token needed.

Project structure

src/
├── config/         # Agent definitions, model config, tool config
├── lib/            # SDK streaming bridge, Vite plugin, Box auth
├── components/     # React UI (chat, task board, Box preview)
├── stores/         # Zustand task store
├── routes/         # TanStack Router pages
├── types/          # TypeScript types
└── styles/         # Tailwind CSS
.claude/skills/     # Markdown skill guides that teach each agent its job