Overview
Connect Microsoft 365 to access files, calendar, chats, tasks, notes, Excel data, contacts, teams, and SharePoint content through natural language. (Email actions are documented separately.)1. Connect Microsoft 365 (OAuth)
1
Open Integrations
Settings → Integrations → Microsoft 365.
2
Start OAuth
Click Connect Microsoft.
3
Select Account
Choose work or school account.
4
Grant Scopes
Allow requested permissions (files, calendar, Teams, tasks, etc.).
5
Confirm
Status shows Connected. Test: “List my upcoming meetings.”
You can revoke access anytime in Azure/My Account → Privacy & security → Apps with access.
2. Supported Action Categories
| Category | Tool to use |
|---|---|
| User & Teams | get-current-user, list-joined-teams, get-team, list-team-members, list-users |
| Teams / Chat | list-chats, get-chat, list-chat-messages, send-chat-message, reply-to-chat-message, list-chat-message-replies, get-chat-message |
| Channels | list-team-channels, get-team-channel, list-channel-messages, send-channel-message, get-channel-message |
| Calendar | list-calendars, list-calendar-events, get-calendar-event, create-calendar-event, update-calendar-event, delete-calendar-event, get-calendar-view |
| Files (Drive/OneDrive) | list-drives, get-drive-root-item, list-folder-files, upload-file-content, download-onedrive-file-content, delete-onedrive-file |
| SharePoint Sites & Lists | search-sharepoint-sites, get-sharepoint-site, list-sharepoint-site-drives, get-sharepoint-site-drive-by-id, get-sharepoint-site-by-path, list-sharepoint-site-items, get-sharepoint-site-item, list-sharepoint-site-lists, get-sharepoint-site-list, list-sharepoint-site-list-items, get-sharepoint-site-list-item, get-sharepoint-sites-delta |
| OneNote | list-onenote-notebooks, list-onenote-notebook-sections, list-onenote-section-pages, create-onenote-page, get-onenote-page-content |
| Tasks (To Do) | list-todo-task-lists, list-todo-tasks, create-todo-task, get-todo-task, update-todo-task, delete-todo-task |
| Planner | get-planner-plan, list-plan-tasks, create-planner-task, get-planner-task, update-planner-task, update-planner-task-details, list-planner-tasks |
| Excel | list-excel-worksheets, get-excel-range, format-excel-range, sort-excel-range, create-excel-chart |
| Contacts | list-outlook-contacts, get-outlook-contact, create-outlook-contact, update-outlook-contact, delete-outlook-contact |
| Search | search-query |
| Shared Mailbox (Non-send listing) | (Excluded here; see Outlook Email guide) |
Email operations (reading/sending messages, attachments) are intentionally excluded on this page. See Outlook Email Integration.
3. Quick Commands
4. Common Patterns
- Calendar
- Teams & Chat
- Tasks & Planner
- OneNote & Notes
- Excel
5. Troubleshooting (Fast)
| Issue | Fix |
|---|---|
| OAuth fails | Retry; ensure correct account and pop-ups allowed. |
| Empty results | Confirm resource exists; try a simpler list command. |
| Permission denied | Reconnect and accept scopes; admin may need to approve. |
| File not found | Provide full path or ID; list folder files first. |
| Excel range error | Verify worksheet name and cell range syntax. |
6. Security Notes
- Token-based OAuth; no password storage.
- Granular Microsoft Graph scopes.
- You can revoke in account security any time.
- Actions requiring modification (create/update/delete) may prompt for confirmation.
Microsoft 365 connected. You can now work across calendar, files, tasks, Teams, notes, Excel, and more from chat.
Need email send/read? See Outlook Email guide.