# SharePoint Integration

Give your AI agent access to SharePoint sites, document libraries, and files.

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Connect Microsoft SharePoint to your Chipp AI so it can browse sites, search document libraries, read or upload files, and edit Excel spreadsheets at the cell level -- all across your organization's SharePoint environment.

## What the AI Can Do

Once connected, your agent gains twelve tools for navigating SharePoint's site-and-library structure and editing Excel workbooks in place:

| Tool | Description |
|------|-------------|
| **sharepoint_list_sites** | Discover accessible SharePoint sites |
| **sharepoint_list_drives** | List document libraries within a site |
| **sharepoint_search_files** | Search for files by name or content within a library |
| **sharepoint_list_files** | Browse files and folders in a library |
| **sharepoint_read_file** | Read the contents of a file |
| **sharepoint_get_metadata** | Get detailed file or folder metadata |
| **sharepoint_upload_file** | Upload a text file to a document library |
| **sharepoint_excel_get_worksheets** | List worksheets (tabs) in an Excel file |
| **sharepoint_excel_read_range** | Read a specific cell range (e.g. `A1:D10`) |
| **sharepoint_excel_write_range** | Write values to a specific cell range, in place |
| **sharepoint_excel_append_row** | Append a row to the bottom of a worksheet |
| **sharepoint_excel_get_used_range** | Read all populated data in a worksheet |

### Supported File Types

- **PDFs, Word (.docx), Excel (.xlsx), PowerPoint (.pptx)** -- extracted via document parsing
- **Text files** (JSON, CSV, XML, Markdown, code) -- read directly
- **Binary files** are identified but cannot be displayed as text

## Connecting SharePoint


  **1.** 
    <strong>Open the Integrations tab</strong>

    In your app's builder, navigate to the **Build** section and select the **Integrations** tab. Find **Microsoft SharePoint** in the list of available integrations.
  


  **2.** 
    <strong>Click Connect</strong>

    Click the **Connect** button next to SharePoint. A Microsoft OAuth popup will appear.
  


  **3.** 
    <strong>Authorize access</strong>

    Sign in with your Microsoft work account and grant the requested permissions. The integration requests file read/write access and site read access.

    > **Note:** SharePoint access depends on your organization's Microsoft 365 permissions. The agent can only access sites and libraries that the connected account has permission to view.
  


  **4.** 
    <strong>Test it out</strong>

    Once connected, open the chat preview and try:
    - "List my SharePoint sites"
    - "Show the document libraries in the Marketing site"
    - "Search for the brand guidelines in the Design library"
  


## Site and Library Navigation

Unlike OneDrive (which has a single personal drive), SharePoint organizes content into **sites** and **document libraries**. The agent navigates this hierarchy naturally:

1. **List sites** to discover available SharePoint sites
2. **List drives** within a site to find its document libraries
3. **Search or list files** within a specific library
4. **Read or upload** files by item ID or path

The agent handles this multi-step navigation automatically. Asking "Find the employee handbook on SharePoint" triggers the agent to search across the appropriate sites and libraries.

## Folder and Site Restrictions

You can restrict the integration to specific sites, drives, and folders:

- **Site restrictions** limit which SharePoint sites are visible
- **Drive restrictions** limit which document libraries within a site are accessible
- **Folder restrictions** limit access to specific folders within a library

This is particularly useful in enterprise environments where you want the agent scoped to a department or project.

## Editing Excel Files

The Excel workbook tools let the agent edit spreadsheets **in place** without replacing the whole file. This is powered by the Microsoft Graph workbook API and uses the same OAuth connection you already authorized -- no separate Azure AD app registration is required.

Typical workflow:

1. **Discover structure** -- "List the worksheets in my Q4 budget on SharePoint"
2. **Read existing data** -- "Show me cells A1:D20 of the Revenue sheet"
3. **Write or append** -- "Set cell B5 to 1234.56" or "Append a new row: Q5, 1000, 'expansion plan'"

Example prompts:

- "Add a row to the Sales Log sheet with today's date, 'Acme Corp', and $5000"
- "Read the budget table from cells A1:E50 and summarize the monthly totals"
- "Update the status column (D2:D15) to 'Complete' for all rows"
- "What's in the Data sheet of `/Shared Documents/metrics.xlsx`?"

The agent automatically figures out worksheet names, used ranges, and column letters -- you just describe what you want to do.

## Example Use Cases

- **Enterprise document search** -- "Find the latest HR policy document on SharePoint"
- **Project file access** -- "What's in the Engineering team's shared library?"
- **Cross-site search** -- "Search all SharePoint sites for documents about the product launch"
- **Document upload** -- "Upload this meeting summary to the project library"
- **Spreadsheet updates** -- "Log this customer interaction to the CRM tracker spreadsheet"
- **Compliance** -- "Find the most recent compliance audit report and summarize it"

## Billing

SharePoint tool calls use your standard LLM token billing. There is no separate per-call fee.