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.
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Integrate SharePoint
with your AI CRM
SharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate, store, and organize content securely and effectively
Explore Triggers and Actions
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 already in the site, it returns their existing details without error.
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Add Default View Field
Add one existing field to a SharePoint list's default view. This changes view membership but does not create or modify the field itself.
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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.
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Add Role Assignment to Document by Path
Add a SharePoint role assignment to a file or folder selected by server-relative path after role inheritance has been broken. This visibly changes who can access the document; obtain explicit human approval for the target path, principal_id, and role_definition_id before executing.
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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; obtain explicit human approval for the target item and `role_definition_id` before executing.
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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 granting permissions to a user or group on a specific list.
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Apply SharePoint Site Theme
Apply a modern JSON theme definition to a SharePoint site.
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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) - Start fresh with no inherited permissions (copy_role_assignments=false) - Clear unique permissions on child items to re-inherit from this list (clear_subscopes=true) Use this when you need to manage list-level permissions independently from the site. Must be called before SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST, which fails on lists still inheriting from the parent site.
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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 when you need to uniquely set permissions on an item after copying or clearing parent assignments.
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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.
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Check In SharePoint File
Tool to check in a file. Use after uploading or editing a document and you're ready to finalize changes.
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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.
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Check Out SharePoint Site Page
Check out a modern SharePoint page by its positive Site Pages list-item ID.
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Clear Default View Fields
Remove every field from a SharePoint list's default view without deleting the fields themselves. This is a destructive view-configuration operation; use it only when the entire current default-view layout should be cleared.
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Configure SharePoint List View
Update a SharePoint list view's title, CAML query, row limit, or visible fields, then read back the resulting configuration. At least one mutation is required.
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Copy Drive Item
Start an asynchronous copy of a drive item and return Microsoft's monitor URL. A successful call means the copy was accepted, not completed; inspect the monitor outside this action until it reports completed or failed.
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Create Content Type
Creates a SharePoint site content type with a name and optional description, group, and ID for use with lists or libraries.
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Create Drive Folder by Path
Create a folder beneath a path-addressed parent in a SharePoint document-library drive.
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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 optionally include password protection and expiration date.
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Create Drive Upload Session
Create a resumable upload session for a new file and return its preauthenticated upload URL.
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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., '/Lists/MyList') or an absolute URL (e.g., 'https://site.sharepoint.com/sites/sitename/Lists/MyList'). To create files in document libraries, use a different action like upload_file.
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Create Quick Launch Node
Add a navigation link to the selected SharePoint site's Quick Launch collection.
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Create SharePoint Folder
Create a folder in a SharePoint document library and return its server-relative URL; if the folder already exists, the action can return the existing folder instead. It does not configure sharing or permissions.
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Create SharePoint List
Creates a SharePoint list from a specified template, name, and optional description. Returns a creation message, list ID, title, and description; custom columns are not supplied at creation.
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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.
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Create SharePoint List Field from XML
Create a SharePoint list field from native Field XML and AddFieldOptions flags.
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Create SharePoint List Item
Creates a new item in a SharePoint list selected by title. Returns the created item data along with a separate item ID and creation timestamp.
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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.
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Create SharePoint List View
Create a view in a SharePoint list selected by GUID or exact title. Optional view settings are sent only when provided.
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Create SharePoint Navigation Child
Create a child link beneath an existing SharePoint navigation node.
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Create SharePoint Site Collection
Start provisioning a modern communication or non-group team site collection and return its initial provisioning status; status 1 is not yet ready.
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Create SharePoint Site Field
Create a reusable web-level SharePoint field (site column) in the selected site. Use the returned field GUID and internal name when attaching or updating the site column.
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Create SharePoint Site Field from XML
Create a reusable site-scoped SharePoint field from complete field schema XML.
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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.
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Create Unpublished SharePoint Article Page
Create an unpublished Article-layout modern SharePoint site page draft.
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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.
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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 the recycle action instead. Use this action when you have a list of item IDs to delete from the same list.
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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.
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Delete SharePoint Drive Item
Move a drive item selected by drive and item IDs to the SharePoint recycle bin.
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Delete SharePoint File
Delete a SharePoint document library file by server-relative path. An optional ETag controls conditional deletion; the default wildcard deletes regardless of version.
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Delete SharePoint Folder
Deletes a SharePoint document library folder by its server-relative path. An ETag can be supplied for conditional deletion.
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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.
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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.
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Delete SharePoint List Field
Delete one field, identified by canonical field GUID, from an explicitly selected SharePoint list. This permanently changes that list's schema.
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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.
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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.
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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.
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Ensure SharePoint User
Ensure a user exists in a SharePoint site using a login name or email, returning their user information. This write operation may register the user and optionally update their display name, but does not assign permissions.
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Find SharePoint User
Look up a user in a SharePoint site by email and return available user details. Check user_exists and error_message together: lookup errors can also produce user_exists=false.
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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=3).
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Get All SharePoint Folders
Retrieves folders from a SharePoint web for site discovery. Supports OData filtering, field selection, expansion, sorting, and a result limit; the response does not expose a continuation token.
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Get Content Type
Retrieves a SharePoint site content type by ID, including its metadata and available form properties.
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Get Content Type by ID
Retrieves a SharePoint list content type by list ID and content type ID, returning its metadata and any schema or fields supplied in the response. Fields may be deferred rather than expanded.
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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.
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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 separate scopes and item-level permissions.
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Get Current User OneDrive
Resolve and return the connected user's default OneDrive using delegated authentication.
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Get Default Drive Root
Get the root drive item of a SharePoint site's default document library.
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Get Drive by ID
Get one SharePoint or OneDrive drive by its drive ID from the selected site endpoint.
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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.
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Get Drive Item by ID
Get metadata for one file or folder by drive ID and item ID from a SharePoint site or provider-derived OneDrive for Business personal-site URL.
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Get Drive Item by Path
Get a file or folder from a site's default document library by its drive-root-relative path.
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Get Drive Item Changes
Return one page of drive-item changes and the opaque next or delta link. Use token='latest' to obtain a checkpoint without enumerating existing items, then pass a returned continuation URL back unchanged.
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Get Drive Item Thumbnails by Path
Retrieve thumbnail URL and dimension sets for a default-drive item by path.
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Get File Metadata by Server Relative URL (Deprecated)
Fetch SharePoint file metadata by server-relative path using the ServerRelativePath API, without downloading file content. This deprecated action returns an existence flag and available file properties such as URL and unique ID.
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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.
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Get Group Users
Lists users in a SharePoint group by name, returning a page of user information. Supports OData filtering, sorting, field selection, and pagination using top and skip.
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Get Group Users By ID
Lists users in a SharePoint site group by numeric group ID, returning a page of user information. Supports OData filtering, sorting, field selection, and pagination using top and skip.
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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.
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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.
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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 parameters required - automatically retrieves followers for the current authenticated user.
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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 resolve current values dynamically via this tool.
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Get Shared Item
Access a shared SharePoint file or folder by share ID or encoded sharing URL without granting lasting access.
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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).
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Get SharePoint Folder by Server Relative URL (Deprecated)
Deprecated: retrieves SharePoint folder metadata by server-relative URL. Expanded immediate subfolders are returned in the Folders array and can be retrieved individually to traverse nested structures.
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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 lists.
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Get SharePoint List By Title
Tool to retrieve a SharePoint list by its title. Use when you need to fetch list metadata by title.
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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 the ChangeToken from the last change and use as ChangeTokenStart in subsequent calls to track only new changes.
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Get SharePoint List Field
Get one field definition from a SharePoint list by field GUID or exact internal name/title.
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Get SharePoint List Items
Tool to retrieve items from a SharePoint list. Use when you need to fetch list entries with optional OData parameters.
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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.
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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 information. This is useful for discovering the top-level site properties before navigating to subsites or performing collection-wide operations.
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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 only its hostname, which is essential for subsequent operations requiring siteId. Useful for validating site existence or obtaining site metadata without prior knowledge of internal IDs.
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Get SharePoint Site by ID
Retrieve metadata for a SharePoint site web by its GUID within the selected site collection, such as its title, URL, language, or template information.
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Get SharePoint Site Collection Info
Fetch metadata for the selected SharePoint site collection, including its URL, ID, and root web information.
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Get SharePoint Site Field
Retrieve one web-scoped SharePoint field by its GUID. Use select to limit the returned field metadata to specific properties.
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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, LayoutWebpartsContent) of modern pages.
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Get SharePoint Site Time Zone
Get the regional time-zone definition for a selected SharePoint site.
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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.
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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.
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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.
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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 other properties. Supports OData query parameters for filtering, selecting specific fields, sorting, and pagination.
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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.
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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 inheritance. Use this when you need to verify what permissions a user or group has before performing operations. The response contains permission masks as 64-bit integers split into high and low 32-bit values. A value of "0" for both means no permissions. Returns site-level permissions only; list-level or item-level grants and restrictions are not reflected.
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Inspect Available SharePoint App
Inspect deployment and package metadata for one SharePoint app.
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List Default View Fields
List the field internal names currently displayed in a SharePoint list's default view. Use this before adding or clearing default-view fields, and use SHARE_POINT_LIST_LIST_COLUMNS when full field definitions are needed.
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List Drive Children
List a page of files and folders in a SharePoint drive's root or a specified folder using REST API v2.0. The response may include a next-page link.
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List Drive Item Permissions
List effective sharing permissions for one drive item. This returns drive-item sharing/link permissions, not SharePoint web role assignments; non-owners may receive only permissions that apply to them.
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List Drive Item Versions
List retained versions of a SharePoint drive item, newest first.
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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).
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List Files in Folder
List files directly within a SharePoint folder by server-relative path, without recursively enumerating subfolders. Results can be paginated using top and skip; the response does not include a continuation token.
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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.
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List Recently Modified Drive Items
List recently modified files and folders in a SharePoint drive's root, ordered by modification time. By default, collects up to the requested limit across pages; optional pagination returns one page and a continuation token.
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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.
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List Scoped Role Assignments
List a page of principals and expanded permission-level bindings on a SharePoint list or list item. The delegated user must have a permission level containing Enumerate Permissions on the selected resource; the response does not expose a continuation token.
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List SharePoint List Columns
List column definitions for a SharePoint list. First use SHARE_POINT_LIST_ALL_LISTS on the target site to obtain the list Id, then call this action with that list_id and the same site_name. Returns field metadata including column names, types, and properties.
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List SharePoint List Views
List saved views for a SharePoint list selected by GUID or exact title, with optional OData projection, filtering, sorting, and offset pagination.
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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 will fail). Returns metadata for each list including Title, Id, BaseType, ItemCount, and other properties. Supports OData query parameters for filtering, selecting specific fields, sorting, and pagination.
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List SharePoint Media Transcripts
List transcript metadata for a media item in the selected SharePoint site's or explicit OneDrive personal site's default drive, without downloading transcript content. This action does not support an arbitrary drive ID.
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List SharePoint Navigation Children
List child navigation nodes beneath a specified SharePoint navigation node.
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List SharePoint Quick Launch Navigation
List a site's SharePoint Quick Launch navigation nodes.
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List SharePoint Site Fields
List reusable web-level SharePoint fields (site columns). Use this action to discover schema shared across lists in a selected site; use SHARE_POINT_LIST_LIST_COLUMNS for fields attached to one list.
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List SharePoint Site Pages
List one provider page of modern SharePoint site pages, optionally filtering or selecting fields. This action returns next_link when more provider pages exist but does not retrieve that continuation itself.
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List SharePoint Sites
Search for SharePoint sites accessible to the user. Returns a limited set of search results, with an optional query and result limit.
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List Site Drives
List a page of document libraries (drives) accessible in a SharePoint site, including default and custom libraries. The requested page size defaults to 25.
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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.
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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.
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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.
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List Web Role Assignments
List principals assigned SharePoint permission levels on a web/site, including each principal and its bound role definitions. Delegated users must have a SharePoint permission level containing Enumerate Permissions on the selected web, such as Full Control or Manage Hierarchy. Use this for SharePoint role assignments, not file sharing links.
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Log SharePoint Event
Log a SharePoint usage analytics event for a user activity, such as a document view, edit, or custom interaction, for usage reporting.
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Manage SharePoint List View Fields
Add, move, or remove all fields in one SharePoint list view selected by GUID or title.
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Move SharePoint Item by Path
Move an existing SharePoint file or folder to a new server-relative path. Set overwrite only when an item at the destination may be replaced.
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Publish SharePoint Site Page
Publish the latest version of a modern SharePoint site page by its positive item ID.
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Query SharePoint List Items With CAML
Execute a CAML query against a SharePoint list and return native list-item records.
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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.
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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.
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Redeem Shared Item Access
Redeem a SharePoint sharing link and grant the connected account durable access to the shared file or folder.
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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.
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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 operation updates both the folder's display name (Title) and actual name (FileLeafRef). Note: This only changes the folder name, not its location in the hierarchy.
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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 sorting. Use this when you need list data with properly formatted field values, lookup fields, or managed metadata - more capable than standard OData endpoints.
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Resolve SharePoint Sharing Link
Resolve a SharePoint sharing URL or provider share token to its underlying drive item. Provide exactly one of sharing_url or share_token.
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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.
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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.
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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 to discover files broadly across an organization without knowing specific drive IDs or site locations. Results are automatically filtered to show only document content types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or query contains an equivalent Path restriction. Use from_index and row_limit parameters to paginate through large result sets.
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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 custom property selection. Results are nested under PrimaryQueryResult→RelevantResults→Table→Rows→Cells as Key/Value pairs requiring explicit extraction. Results are security-trimmed: inaccessible content never appears even if it exists. Use contentclass (e.g., STS_Site, STS_Web, STS_ListItem_DocumentLibrary) in querytext to isolate specific item types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or querytext contains an equivalent Path restriction.
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Search Suggest
Tool to get search query suggestions. Use when you need to provide autocomplete options for user search input.
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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.
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Update Drive Item
Update a SharePoint file or folder's name or title by server-relative path. When a name is supplied without a title, the title is also set to the new name.
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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 operates on the list item behind the file, allowing you to set Title, Status, Owner, Categories, or any other library column.
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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.
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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.
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Update SharePoint List Field
Update one or more mutable properties of an existing SharePoint list field identified by list and field GUID. Provide at least one of title, description, required, hidden, indexed, or enforce_unique_values. This changes the field schema for the selected list.
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Update SharePoint List Item
Update fields on an existing SharePoint list item via MERGE. An ETag can be supplied for concurrency control; the default wildcard updates regardless of version.
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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.
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Update SharePoint Site Field
Update mutable properties of an existing SharePoint site field by GUID, changing reusable web-level schema for the selected site. Enabling unique values also enables indexing when indexing is omitted.
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Update Site Drive Item
Rename or move a SharePoint site drive item, or set its client file-system timestamps, and return the updated item.
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Upgrade SharePoint Site App
Upgrade an installed SPFx solution from its tenant or site-collection catalog package.
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Upload File from URL to SharePoint
Fetch a file from a URL and upload it to SharePoint. Conflict behavior can be set to replace, fail, or rename; it defaults to replace, which can overwrite an existing file.
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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.
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Upload Large File
Create a direct-v2 upload session and upload one file in sequential chunks.
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Validate and Update Document Fields
Validate and commit document-library field values for a SharePoint file. Inspect every returned HasException and ErrorMessage because HTTP 200 can include rejected fields.
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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 performing other operations.
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How the SharePoint integration works
The SharePoint integration connects your Dench AI CRM directly to SharePoint, so agents can read and act on your SharePoint data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
152 actions are available for agents to invoke on your behalf. Every call runs through SharePoint's own authorization, scoped to the account you connect.
Set up SharePoint in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find SharePoint and click Connect — you'll authorize access through SharePoint's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use SharePoint in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the SharePoint integration work with Dench?
The Dench SharePoint integration connects your AI CRM to SharePoint, so AI agents can work with your SharePoint data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with SharePoint via Dench?
The SharePoint integration currently exposes 152 actions, including Add Attachment to List Item, Add Azure AD User to SharePoint Site (Deprecated), Add Default View Field, Add Field Link to Content Type, Add Role Assignment to Document by Path, and Add Role Assignment to List Item. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect SharePoint to Dench?
No. You connect SharePoint from your Dench workspace using SharePoint's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the SharePoint integration secure?
Connections are authorized through SharePoint's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the SharePoint connection from your workspace settings at any time.