SharePoint Integration

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

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.