Sharefile Python API Docs | dltHub

Build a Sharefile-to-database pipeline in Python using dlt with AI Workbench support for Claude Code, Cursor, and Codex.

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ShareFile is a cloud-based content collaboration platform providing a REST API based on the OData specification for managing files, folders, and users. The REST API base URL is https://{subdomain}.sf-api.com/sf/v3 and all requests require an Authorization header with a Bearer token.

dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv add "dlt[hub]" and start loading Sharefile data in under 10 minutes.


What data can I load from Sharefile?

Here are some of the endpoints you can load from Sharefile:

ResourceEndpointMethodData selectorDescription
itemsItemsGETvalueReturns a list of items (files/folders)
usersAccounts/AddressBookGETvalueReturns a collection of users in the address book
reportsReportsGETvalueReturns available reports
sessionsSessionsGETReturns current session information
zonesZonesGETvalueReturns list of storage zones

How do I authenticate with the Sharefile API?

Requests to the ShareFile API must include an Authorization header with the format 'Bearer [access_token]'. The access token is obtained via an OAuth2 token endpoint using client credentials or user credentials.

1. Get your credentials

  1. Navigate to the ShareFile API Key Generator page (typically https://api.sharefile.com/apikeys). 2. Log in with your ShareFile account credentials. 3. Provide the required application details, including a 'Redirect URI' (e.g., https://www.getpostman.com/oauth2/callback for testing). 4. Submit the form to generate and retrieve your 'Client ID' and 'Client Secret'.

2. Add them to .dlt/secrets.toml

[sources.sharefile_source] client_id = "your_client_id_here" client_secret = "your_client_secret_here" subdomain = "your_subdomain_here" username = "your_username_here" password = "your_password_here"

dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.


How do I set up and run the pipeline?

Set up a virtual environment and install dlt:

uv init uv add "dlt[hub]"

1. Install the dlt AI harness:

uv run dlthub ai init --agent <your-agent> # <agent>: claude | cursor | codex

This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →

2. Install the rest-api-pipeline toolkit:

uv run dlthub ai toolkit install rest-api-pipeline

This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →

3. Start LLM-assisted coding:

Use /find-source to load data from the Sharefile API into DuckDB.

The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.

4. Run the pipeline:

uv run python sharefile_pipeline.py

If everything is configured correctly, you'll see output like this:

Pipeline sharefile_pipeline load step completed in 0.26 seconds 1 load package(s) were loaded to destination duckdb and into dataset sharefile_data The duckdb destination used duckdb:/sharefile.duckdb location to store data Load package 1749667187.541553 is LOADED and contains no failed jobs

Inspect your pipeline and data:

uv run dlthub show

This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.


Python pipeline example

This example loads /oauth/token and /sf/v3/Items from the Sharefile API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:

import dlt from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources @dlt.source def sharefile_source(access_token=dlt.secrets.value): config: RESTAPIConfig = { "client": { "base_url": "https://{subdomain}.sf-api.com/sf/v3", "auth": {"type": "bearer", "token": access_token}, }, "resources": [ {"name": "reports", "endpoint": {"path": "Reports", "data_selector": "value"}}, {"name": "sessions", "endpoint": {"path": "Sessions", "data_selector": "value"}} ], } yield from rest_api_resources(config) def get_data() -> None: pipeline = dlt.pipeline( pipeline_name="sharefile_pipeline", destination="duckdb", dataset_name="sharefile_data", ) load_info = pipeline.run(sharefile_source()) print(load_info)

To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.


How do I query the loaded data?

Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.

Python (pandas DataFrame):

import dlt data = dlt.pipeline("sharefile_pipeline").dataset() sessions_df = data.sessions.df() print(sessions_df.head())

SQL (DuckDB example):

SELECT * FROM sharefile_data.sessions LIMIT 10;

In a marimo or Jupyter notebook:

import dlt data = dlt.pipeline("sharefile_pipeline").dataset() data.sessions.df().head()

See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.


What destinations can I load Sharefile data to?

dlt supports loading into any of these destinations — only the destination parameter changes:

DestinationExample value
DuckDB (local, default)"duckdb"
PostgreSQL"postgres"
BigQuery"bigquery"
Snowflake"snowflake"
Redshift"redshift"
Databricks"databricks"
Filesystem (S3, GCS, Azure)"filesystem"

Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.


Next steps

Continue your data engineering journey with the other toolkits of the dltHub AI harness:

  • data-exploration — Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.
  • dlthub-platform — Deploy, schedule, and monitor your pipeline in production.
uv run dlthub ai toolkit install data-exploration uv run dlthub ai toolkit install dlthub-platform

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