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SharePoint

The SharePoint connection allows agents to search for files by name and read their content from SharePoint. It is useful for working with internal documentation, project materials, and shared files.

When to Use It​

Use it when an agent needs to respond based on files stored in SharePoint, find the correct document, or summarize the content of internal materials.

Setup​

  1. In Connections, click on Add Integration.
  2. Select SharePoint.
  3. Sign in with a Microsoft account that has access to the desired SharePoint space.
  4. Check permissions and access scope.
  5. Assign the connection to an agent or workflow.

System SharePoint connection​

When a Data source uses the system SharePoint connection, its Application ID (Microsoft Entra application/client ID) and Tenant ID come from that connection's own fields. Both are required; creating the Data source does not substitute the deployment's generic Microsoft OAuth provider when either is missing.

An administrator maintaining that system connection must provide the IDs from the intended Entra app registration. Do not use the app's Object ID or put credentials in the Data source's folder paths. A normal Microsoft OAuth connection uses its configured provider instead. See SharePoint Data source troubleshooting for the missing-identifiers error.

What the Tool Can Do​

  • search for files by name,
  • load the content of the selected file.

Security and Confirmation​

The functions are read-only, but they can expose sensitive internal documents. Share the connection only with agents and users who should have access to the same content.

Example Usage​

Find the latest version of the onboarding document in SharePoint and summarize the steps that the new team member should complete in their first week.

Verify the result in SharePoint and in Run Tools.

Technical Notes​

  • Implementation: The connection exposes SharePoint file discovery and reading.
  • Authentication/scopes: uses Microsoft OAuth/Graph access. Site, library, and file permissions determine what the connected account can read.
  • Functions: list files, search files, and read file content.
  • Write behavior: the current SharePoint tool surface is read-only, but file contents can be sensitive and should only be attached to agents with an explicit use case.
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