Connect SharePoint to your AI agent

Productivity 95 actions available

SharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate, store, and organize content securely and effectively

We set up the connection using your own SharePoint account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in SharePoint

Each one is a real action the agent can take on its own, the same things a person clicking around SharePoint could do. Read-only by default; write actions are confirmed against your policy.

  • Add Attachment to List Item Tool to add an attachment to a SharePoint list item. Use when you need to upload a binary file as an attachment to a specified list item.
  • Add Field Link to Content Type Tool to add a field link to a list content type. Use when you want to associate an existing list field with a content type.
  • Add Role Assignment to List Item Tool to add a role assignment to a list item. Use when granting specific permissions to a user or group after breaking inheritance if needed. This action is externally visible and permanently alters item permissions; ob…
  • Add Role Assignment to SharePoint List Tool to add a role assignment to a SharePoint list. Requires the list to have broken role inheritance first via SHARE_POINT_BREAK_ROLE_INHERITANCE_ON_LIST; inheriting lists will reject unique role assignments. Use when…
  • Break Role Inheritance on List Item Tool to break permission inheritance on a list item. Call this before adding new role assignments; adding assignments prior leaves the item still inheriting parent permissions, causing unexpected access behavior. Use wh…
  • Break Role Inheritance on List Breaks permission inheritance on a SharePoint list, allowing you to set unique permissions. When you break inheritance, you can choose to: - Copy parent permissions as a starting point (copy_role_assignments=true) - Sta…
  • Check In SharePoint File Tool to check in a file. Use after uploading or editing a document and you're ready to finalize changes.
  • Create Content Type Tool to create a new content type in SharePoint. Use when you need to define a custom content type with specific metadata structure for lists or libraries.
  • Create Drive Item Sharing Link Tool to create a sharing link for a drive item in SharePoint or OneDrive. Use when you need to generate a shareable link with specific permissions (view/edit/embed) and scope (anonymous/organization/users). The link can…
  • Create SharePoint List Field Tool to create a new field (column) in a SharePoint list. Use when you need to programmatically add a column after confirming the list GUID.
  • Create SharePoint List Item by GUID Tool to create a new item in a SharePoint list using the list's GUID. Use when you have the list GUID rather than the list title.
  • Create List Item in Folder Tool to create a list item in a specific folder within a SharePoint list. IMPORTANT: This action works ONLY with SharePoint lists (not document libraries). The folder_url can be either a server-relative URL (e.g., '/Lis…
  • Create SharePoint Subsite Tool to create a new SharePoint subsite under the current site. Use when you need to create a new subsite with specific settings for permissions, language, and template.
  • Delete Drive Item Version Content Tool to delete content for a specific version of a drive item in SharePoint. Use when you need to remove the binary content associated with a particular version of a file while keeping the version metadata.
  • Delete SharePoint File Deletes a file from a SharePoint document library permanently. This action removes the specified file and moves it to the site's recycle bin. Use this when you need to remove files that are no longer needed. This action…
  • Delete SharePoint Folder Deletes a folder from a SharePoint document library. This action permanently removes the specified folder and moves it to the site's recycle bin. Use this when you need to remove folders that are no longer needed. The o…
  • Delete SharePoint List Tool to delete a SharePoint list. Use when you need to remove a list by its GUID after confirming the correct list identifier.
  • Delete SharePoint List By Title Tool to delete a SharePoint list by its title. Use when you need to permanently remove a list and all its contents by specifying the list name.
  • Delete SharePoint List Item Tool to delete a SharePoint list item. Use when you need to permanently remove an item by its ID. Use after obtaining the item's ETag to ensure concurrency control.
  • Delete Multiple SharePoint List Items Tool to delete multiple SharePoint list items in bulk. Use when you need to permanently remove multiple items by their IDs. This action is irreversible - deleted items cannot be recovered. For recoverable deletion, use…
  • Delete Recycle Bin Item Permanently Tool to permanently delete a SharePoint Recycle Bin item. Use after confirming the item's GUID to remove it irrevocably.
  • Download file by server relative url Tool to download a file by server-relative URL. Use when you need to fetch the raw bytes of a SharePoint file by its server-relative path.
  • Ensure SharePoint User Ensures a user exists in a SharePoint site by their login name. If the user already exists, returns their info; if not, adds them to the site — this is a write operation with a provisioning side effect, not a read-only…
  • Follow SharePoint Actor Follow a SharePoint user, document, site, or tag. Use to make the authenticated user follow a specified actor. Supports following users (actor_type=0), documents (actor_type=1), sites (actor_type=2), or tags (actor_type…
  • Get All SharePoint Folders Tool to retrieve all folders in the SharePoint web. Use when you need to discover all available folders across the site. Supports OData query parameters for filtering, selecting specific fields, sorting, and pagination.
  • Get SharePoint List Changes Tool to retrieve changes from SharePoint list change log. Use when processing webhook notifications to get actual changes that occurred. Set boolean flags in query (Add, Item, Update, etc.) to filter change types. Store…
  • Get Content Type Tool to retrieve a single SharePoint content type by its ID. Use when you need detailed information about a specific content type including its fields, forms, and metadata.
  • Get Site Content Types Retrieves all content types from the current SharePoint site. Use this action to discover available content types on a SharePoint site. Returns metadata for each content type including Id, Name, Description, Group, and…
  • Get Content Types for List Tool to retrieve all content types for a specific SharePoint list by GUID. Use when you need the content type IDs, names, and descriptions of every content type in a list.
  • Get SharePoint Context Info Tool to retrieve SharePoint context information including the form digest value. Use when you need a form digest token for write operations (POST, PUT, DELETE).
  • Get Current SharePoint User Tool to retrieve the current user for the site. Use after authenticating to get the current SharePoint user. A successful response confirms authentication only; access to specific sites, lists, or libraries depends on s…
  • Get Drive Item Analytics Tool to get analytics for a SharePoint drive item. Use when you need to retrieve access statistics (view counts, unique viewers) for files or folders in SharePoint/OneDrive.
  • Get File Metadata by Server Relative URL (Deprecated) DEPRECATED: Use GetSiteDriveItemByPath instead. Tool to fetch SharePoint file metadata (exists/permissions/URLs/UniqueId) given a server-relative path, using the more robust ServerRelativePath API for special characters…
  • Get SharePoint Folder by Server Relative URL (Deprecated) DEPRECATED: Use SHARE_POINT_GET_SITE_DRIVE_ITEM_BY_PATH instead. Tool to retrieve a folder by its server-relative URL. Use when you need to fetch folder metadata by path before further operations. Returns only the immed…
  • Get Group Users Retrieves all users who are members of a specified SharePoint group. This action returns user information including IDs, names, email addresses, login names, and permission details. Supports OData query parameters for f…
  • Get Group Users By ID Tool to retrieve all users in a specific SharePoint site group by group ID. Use when you have the numeric group ID and need to list all members of that group, including their IDs, names, email addresses, and permission…
  • Download List Item Attachment Tool to download an attachment from a SharePoint list item. Use when retrieving the binary contents of a specific attachment after confirming the list title, item ID, and filename.
  • Get SharePoint List by GUID Tool to retrieve a SharePoint list by its GUID. Use when you need to fetch list metadata by its unique identifier. Prefer over name-based lookup tools when the GUID is known, as names may collide across similarly named…
  • Get SharePoint List By Title Tool to retrieve a SharePoint list by its title. Use when you need to fetch list metadata by title.
  • Get Content Type by ID Tool to retrieve a specific content type from a SharePoint list by its ID. Use when you need detailed information about a particular content type including its fields, schema, and metadata.
  • Get List Item by ID Tool to retrieve a SharePoint list item by ID. Use when you need to fetch a specific item after knowing its ID.
  • Get SharePoint List Items Tool to retrieve items from a SharePoint list. Use when you need to fetch list entries with optional OData parameters.
  • Get SharePoint List Items by GUID Tool to retrieve items from a SharePoint list using its GUID. Use when you have the list's unique identifier and need to fetch list entries with optional OData parameters.
  • Get List Item Version Tool to retrieve a specific version of a SharePoint list item. Use when you need to access historical versions of list items.
  • Get Followed Entities Tool to get entities the current user is following. Use when you need to retrieve followed users, documents, sites, or tags after authentication.
  • Get My Followers Retrieves the list of users who are following the authenticated user in SharePoint. Returns an array of SocialActor objects containing follower details like name, email, account name, and personal site URI. No parameter…
  • Get Role Definitions Tool to list role definitions at the web level. Role definition IDs and names are scoped per web/site collection — never hard-code them, as admins can modify role sets and IDs differ across site collections. Always reso…
  • Get SharePoint Site by Hostname Retrieve SharePoint site information by hostname or URL. Returns site metadata including site ID, display name, URLs, and timestamps. Use this action when you need to discover a site's identifier or properties using onl…
  • Get SharePoint Site by ID Tool to retrieve information about a SharePoint site (web) by its unique identifier. Use this action when you have a specific site GUID and need to fetch its metadata such as title, URL, language, or template informatio…
  • Get SharePoint Site Collection Info Tool to fetch site collection metadata (URL, ID, root web URI) only—not list item or document-level details. Use before subsequent calls to resolve correct API names. Requires SharePoint connection with site-collection-…
  • Get Site Drive Item by Path Tool to retrieve a file or folder by its server-relative path in a SharePoint site. Use when you need to get metadata for an item (file or folder) by path.
  • Get SharePoint Site Page Content Tool to retrieve modern SharePoint Site Pages content by reading list item fields. Use when a .aspx page result cannot be downloaded as a file or when you need the structured content (CanvasContent1, LayoutWebpartsConte…
  • Get SharePoint Root Site Retrieves metadata about the root web of a SharePoint site collection. Use this action when you need to get information about the root site in a site collection, such as its title, URL, language settings, or template in…
  • Get User Effective Permissions on Web Get a user's effective permissions on the current SharePoint site (Web). This action retrieves the combined permissions a user has on the site, taking into account direct permissions, group memberships, and permission i…
  • Get SharePoint Webhook Subscription Tool to retrieve a specific webhook subscription by ID from a SharePoint list. Use when you need to check subscription details like expiration date or notification URL.
  • Get SharePoint Webhook Subscriptions Tool to retrieve all webhook subscriptions on a SharePoint list. Use when you need to view existing webhook configurations for a list.
  • Get SharePoint Web Info Tool to retrieve information about the current SharePoint web (site) using REST API. Use when you need web metadata such as title, URL, language, or template information.
  • Check Follow Status Tool to check if the current user is following a specified actor. Use when verifying follow status before performing follow or unfollow operations.
  • List SharePoint Lists Retrieves all lists in the current SharePoint web/site. Use this action to discover available lists and document libraries on a SharePoint site, or to pre-check for existing lists before creation (duplicate list names w…
  • List Drive Children Tool to list children (files and folders) in a SharePoint drive using REST API v2.0. Use when you need to enumerate items in a drive's root folder or a specific folder within the drive.
  • List Recently Modified Drive Items Tool to list recently modified items in a SharePoint drive using Microsoft Graph API. Returns files and folders from the root folder sorted by modification time (most recent first). Note: This action uses the /root/chil…
  • List Drives via SharePoint REST API Tool to retrieve drives using SharePoint REST API v2.0. Use when you need to list document libraries and drives from a SharePoint site using native SharePoint authentication (not Microsoft Graph).
  • List Files in Folder Tool to list files within a SharePoint folder (non-recursive; does not enumerate subfolders). Use when you need to enumerate all files in a folder by its server-relative URL. To cover nested structures, call the tool se…
  • List Item Attachments Tool to list all attachments for a SharePoint list item. Use when you need to retrieve filenames and server-relative URLs of each attachment after confirming the list title and item ID.
  • List SharePoint List Columns Tool to list all column definitions in a SharePoint list. Use when you need to retrieve field metadata including column names, types, and properties.
  • List Recycle Bin Items Tool to list items in the SharePoint Recycle Bin. Use when you need to retrieve deleted items and page through results.
  • List Site Drives Tool to retrieve all document libraries (drives) in a SharePoint site. Use when you need to discover available document libraries or storage locations within a SharePoint site. This action lists all drives accessible in…
  • List Site Groups Tool to list SharePoint site groups for a site collection. Use when you need to see all groups and their settings before managing permissions.
  • List SharePoint Sites Tool to retrieve all SharePoint sites accessible to the user. Use when you need to discover available sites before performing site-specific operations.
  • List Site Users Tool to list users in the site collection. Results include person users, groups, and system principals by default; use filter 'PrincipalType eq 1' to restrict to individual users.
  • List Subfolders in Folder Tool to list immediate child folders within a SharePoint folder. Use when you need folder navigation or directory discovery by server-relative URL.
  • Log SharePoint Event Log custom usage analytics events in SharePoint for tracking user activities. Records usage events (views, edits, custom actions) to SharePoint's analytics system. Use this after performing actions to track usage patter…
  • Recycle SharePoint File Tool to move a file to the Recycle Bin. Use when you need to recycle a file after confirming its folder and filename paths.
  • Recycle SharePoint List Item Tool to move a list item to the Recycle Bin. Use when you need to soft-delete an item but preserve the ability to restore it.
  • Rename SharePoint Folder Renames a SharePoint folder by updating its list item metadata. To use this action: 1. Provide the folder path and new leaf folder name. 2. The action updates the folder list item fields needed by SharePoint. The rename…
  • Render List Data As Stream Retrieve list items from SharePoint with rich metadata and formatting. Returns items in the 'Row' array along with pagination info (FirstRow, LastRow, NextHref). Supports CAML queries via ViewXml for filtering and sorti…
  • Restore Drive Item Version Tool to restore a previous version of a SharePoint drive item. Use when you need to revert a file to an earlier version.
  • Restore Recycle Bin Item Tool to restore a SharePoint Recycle Bin item. Use when you need to recover a deleted item by providing its GUID.
  • Search Files Across All Sites Search for files across all SharePoint sites and OneDrive using Keyword Query Language. Returns files matching the query with metadata like title, path, size, author, and modification time. Use this action when you need…
  • Search SharePoint Site Search SharePoint content using Keyword Query Language (KQL). Returns documents, list items, folders, and other content matching your query. Supports filtering by properties (file type, author, date), pagination, and cu…
  • Search Suggest Tool to get search query suggestions. Use when you need to provide autocomplete options for user search input.
  • Check Out SharePoint File Tool to check out a file in a document library. Use when you need to lock a file before making changes.
  • Create SharePoint Folder Creates a new folder in SharePoint using the REST API. Returns `server_relative_url`; use it for downstream operations instead of constructing paths manually. Does not configure sharing or permissions on the created fol…
  • Create SharePoint List Creates a new list in SharePoint using the REST API. Custom columns cannot be added at creation time; use SHARE_POINT_CREATE_LIST_FIELD with the returned `list_id` to add them afterward. Check `success` and `error` fiel…
  • Create SharePoint List Item Creates a new item in a SharePoint list. Returns an `item_data` object containing `item_id`, `Title`, and timestamps on success.
  • Add Azure AD User to SharePoint Site (Deprecated) DEPRECATED: Use SHARE_POINT_ENSURE_USER instead (supports email param directly). Adds an existing Azure AD user to the SharePoint site collection using the ensureuser endpoint. This action is idempotent - if the user is…
  • Find SharePoint User Searches for a user in the SharePoint site by email address and returns their profile information if found. Response includes `exists_in_graph`, `exists_in_sharepoint`, and `error_details` fields; inspect all three toge…
  • Remove SharePoint User Removes a user from SharePoint. Returns success even if user doesn't exist or was never a member; check response fields `was_removed` (bool) and `message` (str) to distinguish an actual removal from a no-op.
  • Undo SharePoint File Checkout Tool to undo a file checkout, discarding any changes made while checked out. Use when you need to cancel edits and unlock the file without saving.
  • Update SharePoint Content Type Tool to update a SharePoint content type's properties such as name, description, group, or hidden status. Use when you need to modify content type metadata.
  • Update Drive Item Tool to update the properties of a drive item (file or folder) in SharePoint using SharePoint REST API. Use when you need to rename files/folders or update their title property.
  • Update File Item Metadata Tool to update metadata fields on a SharePoint file item via its ListItemAllFields. Use this action when you need to modify document properties, custom columns, or metadata without changing the file content itself. This…
  • Update SharePoint List Tool to update properties of an existing SharePoint list. Use when you need to modify list metadata such as title, description, or settings like versioning and attachments.
  • Update SharePoint List Item Tool to update fields on an existing SharePoint list item. Use when you need to modify an item's properties with proper ETag concurrency control via MERGE.
  • Update SharePoint Site Tool to update properties of the current SharePoint site (web). Use when you need to modify site title, description, or other SP.Web properties via MERGE.
  • Upload File to Folder Tool to upload a file to a SharePoint document library or folder. Use when you need to programmatically add or update a file in a document library.
  • Upload File from URL to SharePoint Tool to fetch a file from a URL and upload it to SharePoint. Use when you need to upload files directly from external URLs without downloading them to the client first. When a file with the same name already exists, use…
  • Validate SharePoint Credentials Validate SharePoint credentials by attempting to retrieve the current user information. Use this action during setup or configuration to verify that provided credentials have valid access to the SharePoint site before p…
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own SharePoint account. We never see your password, and you can revoke access from SharePoint at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

SharePoint questions, answered.

You sign in with your own SharePoint account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from SharePoint at any time.
The actions SharePoint's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put SharePoint to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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