Integration · Files and storage
AI agents for SharePoint
Find SharePoint sites, browse a site's document library, read the items in a SharePoint list and add new ones, as the signed-in person.
- Actions
- 5
- Read
- 4
- Write
- 1
Actions
What your agents can do in SharePoint
5 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 4
Look things up. Nothing changes.
Search sites
Finds SharePoint sites the signed-in person can reach whose name or description match the words given.
List a site's lists
Lists the lists and document libraries in a SharePoint site, by the site's ID.
List items in a list
Reads the items of a SharePoint list, by the site's ID and the list's ID (or its title), with each item's column values in fields.
List files in a site's library
Lists the files and folders in a SharePoint site's default document library (Documents), by the site's ID: the top of the library, or inside a folder when its ID is given.
Write 1
Create, change or send.
Create a list item
Adds an item to a SharePoint list, by the site's ID and the list's ID (or its title).
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with Microsoft and approve access (OAuth).
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your SharePoint data
Ask a question in plain words. The agent can search sites, list a site's lists or list items in a list in SharePoint, then answers with what it found.
- 02
Let an agent update SharePoint
Have the agent create a list item in SharePoint as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent SharePoint and Slack: it can search sites in SharePoint and post a summary to a Slack channel in the same run.
Works well with
More Files and storage tools
- Google Drive4 actionsFind files and folders in Google Drive, read their details, create folders, and share files with people, signed in with the person's own Google account.
- Dropbox4 actionsBrowse and search the files and folders in a Dropbox account, read a file's details, and create shared links, signed in as the person who connects.
- OneDrive5 actionsBrowse and search the files in the signed-in person's OneDrive, read a file's details, create folders and make sharing links.
- Box5 actionsBrowse and search the files and folders in Box, read a file's details, create folders and create shared links, signed in as the person who connects.
- Brandfolder8 actionsFind Brandfolders, search and read their assets with download links, add assets from a file URL, rename, describe, approve and tag assets, and list sections and collections, with a Brandfolder API key.
- Bynder9 actionsSearch and read digital assets in a Bynder portal, get download links, edit an asset's name, description, tags and copyright, list metaproperties, and find, create and fill collections, with a Bynder permanent token.
FAQ
SharePoint and MyDeepAgents
Can MyDeepAgents connect to SharePoint?
Yes. The SharePoint connector has 5 actions: 4 read and 1 makes changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect SharePoint?
Sign in with Microsoft and approve access (OAuth). Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in SharePoint without asking?
Only if you let it. Its one action that changes data can be set to wait for a person's approval before it runs.
Can I use SharePoint in workflows as well as agents?
Yes. Every SharePoint action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put SharePoint to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.