SharePoint
The SharePoint connection gives the AI assistant access to your SharePoint environment. With this, you can search documents, view files, and retrieve information from your organization's SharePoint sites.
The current integration can search and read. Creating or modifying files is not yet supported.
Requirements
- Logged in with a Microsoft account (work or school)
- The connection must be enabled by an administrator
- An available AI model that can use tools; OpenAI is not mandatory
- Access rights to the relevant SharePoint sites
Available features
The SharePoint connection offers the following capabilities:
| Feature | Description |
|---|---|
microsoft_account_profile | Retrieve your Microsoft profile |
sharepoint_search_files | Search documents in SharePoint |
sharepoint_read_file | Retrieve the content of a document |
list_sites | Show available SharePoint sites |
list_documents | Show documents in a site or library |
Usage examples
Searching documents
- "Search documents about policy in SharePoint"
- "Find the latest version of the manual"
- "Which templates are available for quotes?"
Reading documents
- "What is in the HR policy document?"
- "Give a summary of the project guidelines"
- "What are the key points from the annual report?"
Overviews
- "Which documents have been recently modified?"
- "What is in the Marketing site?"
- "Show the files in the shared project folder"
Getting started with SharePoint
Open profile → Preferences → Tools → Connections and enable SharePoint. Complete the Microsoft sign-in if necessary. Follow the full steps in Enabling Microsoft integrations. This work account integration searches and reads; it does not offer write actions. The file connection for uploading is a separate feature.
Supported file types
The connection can read the content of:
- 📄 Word documents - .docx, .doc
- 📊 Excel spreadsheets - .xlsx, .xls
- 📽️ PowerPoint presentations - .pptx, .ppt
- 📑 PDF files - With text extraction
- 📝 Text files - .txt, .md, .csv
Images, videos, and other binary files can be found but their content cannot be read.
Privacy
The SharePoint connection only requests read access to:
- ✅ View documents you have access to
- ✅ Search in SharePoint
- ✅ Read file content
- ❌ No write permissions (cannot create or modify documents)
- ❌ No access to sites where you have no rights
You can revoke access at any time via Microsoft Account Security.
Access rights
The connection respects existing SharePoint permissions:
- You can only see documents you have access to
- Site permissions are respected
- Sensitive documents remain protected
Limitations
- Works with available AI models that can use tools
- Read-only access, no modifications possible
- Requires a Microsoft 365 work or school account
- Very large documents may not be fully processed
- Access token expires after a certain time
Related connections
- Microsoft Teams - Read Teams messages
- Outlook Calendar - View calendar appointments
- Outlook Mail - Read and search emails