> ## Documentation Index
> Fetch the complete documentation index at: https://docs.humanintelligence.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Shareworks

> Connect equity grant and fair-market-value data for ownership and equity-compensation insights.

Shareworks (Morgan Stanley at Work) data arrives over SFTP rather than an API call — you export a
report from Shareworks on your own schedule and drop it into a folder we host for you. Setting
that up is the reverse of a normal connection: instead of pasting a credential you created
elsewhere, you tell us which IP addresses your export job runs from and we generate a password for
you here.

<Info>
  **Note:** the password is shown exactly once, immediately after you generate it. We never store
  it in a recoverable form, so if it's lost the only option is to generate a new one. Regenerating
  doesn't break your existing export job: the old username and password keep working for a week
  after you generate a replacement, so you have time to update your export job before the old one
  automatically stops working — or delete it yourself as soon as you've switched over, from the
  credentials list in the same section.
</Info>

## Submit your egress IP ranges

* Click **Connect** above and find the **Egress IP Allowlist** section.
* Enter the public IP address or CIDR range your export job runs from (the address our SFTP
  gateway sees the connection arrive from, not an internal/VPN address). Ask whoever manages your
  network egress if you're not sure.
* Click **Submit**. This is recorded immediately — you don't need to wait for anything else before
  moving to the next step, though the range needs to be live on our firewall before a transfer from
  it will succeed.

## Generate your SFTP credential

* In the **SFTP Credential** section, click **Generate**.
* Copy the **username** and **password** shown — this is the only time the password is displayed.
* Configure your SFTP client (or Shareworks' own scheduled export, if it supports SFTP delivery
  directly) with:

| Setting  | Value                                                                                                                         |
| -------- | ----------------------------------------------------------------------------------------------------------------------------- |
| Host     | `sftp.humanintelligence.com`                                                                                                  |
| Port     | 22                                                                                                                            |
| Username | The username shown above (`<your org id>.shareworks`, or `<your org id>.shareworks-1` and so on if you've regenerated before) |
| Password | The password shown above                                                                                                      |

## What to upload

Export **both tabs** of your Shareworks equity report as separate CSV files and upload both to the
same folder on every run:

| File                                               | Contents                                                           |
| -------------------------------------------------- | ------------------------------------------------------------------ |
| A file whose name contains `Employee_Grant_Report` | The grants tab — one row per vesting tranche.                      |
| A file whose name contains `Fund`                  | The fund/FMV tab — 409A and preferred-price history by quote date. |

## Security and API details

| Setting        | Detail                                                                                   |
| -------------- | ---------------------------------------------------------------------------------------- |
| Transport      | SFTP (SSH File Transfer Protocol) over an authenticated SSH session                      |
| Authentication | Username + password, generated by us and shown to you once                               |
| Network access | Restricted to the IP ranges you submit above — nothing else can reach the endpoint       |
| Encryption     | In transit via SSH; at rest in encrypted cloud storage                                   |
| Access         | Read-only from our side — we only ever read what you upload, never write to your systems |

Questions? Contact us at [support@humanintelligence.com](mailto:support@humanintelligence.com).