Microsoft 365

Access Microsoft 365 services (Outlook, Calendar, Teams, SharePoint, OneDrive) in meinGPT

"Microsoft 365" on this page bundles four separate connectors that you activate independently: Microsoft Outlook (email and calendar in one connector), Microsoft Teams, SharePoint, and OneDrive. There is no single "Microsoft 365" switch — you pick the connectors you need, per assistant or per chat. Outlook also supports write actions (sending emails, managing events); Teams, SharePoint, and OneDrive are read-only.

Looking for the Outlook Add-in (runs directly in Outlook, not in meinGPT)? See Outlook Add-in.

Overview

Execution runs in user context: tool calls use the permissions of the authenticated user. This keeps tenant, group, and resource permissions from Microsoft 365 intact.

Each of the four connectors connects to your Microsoft account via its own OAuth flow and shows up separately under Connections. With the connectors you activate, you can:

Microsoft Outlook (email and calendar):

  • List and read emails from different folders
  • Get full email content
  • Search emails
  • Create and edit drafts, send and delete emails
  • List calendar events for any date range
  • Get detailed information about specific events
  • View meeting organizers and attendees
  • Create, update, and cancel events
  • Invite attendees (this sends notifications)

Microsoft Teams:

  • List your chat conversations
  • Read and search messages from specific chats and channels
  • See who participated in conversations

SharePoint:

  • List SharePoint sites
  • List files and folders in SharePoint document libraries
  • List SharePoint pages and get their full content
  • Search content via the Microsoft Graph Search API
  • Load selected files into the chat

OneDrive:

  • List files and folders in your personal OneDrive for Business
  • Search for files
  • Load selected files into the chat

Setup

Each of the four connectors uses OAuth authentication, so no manual API key configuration is required.

Steps to activate:

  1. Activate connector(s): In the assistant editor, select the Microsoft 365 tools you need under the connectors — Outlook, Teams, SharePoint, and OneDrive can each be activated independently, so enable only the ones you actually use. Alternatively, enable a single connector directly in a chat via the "+" menu.
  2. Authentication: On first use of a connector, you'll be automatically redirected to Microsoft. Since each connector is its own connection, you authorize Outlook, Teams, SharePoint, and OneDrive separately, the first time you use each one.
  3. Select account: Choose your work, school, or university account (personal Microsoft accounts are not supported).
  4. Confirm permissions: Review and accept the permissions requested for that connector, for example:
    • Outlook: read, send, and manage emails; view and manage calendars and events
    • Teams: read Teams chats and channel messages
    • SharePoint: access SharePoint files and pages (read-only)
    • OneDrive: access OneDrive files (read-only)
  5. Done: After successful authentication of a connector, you can start working with that service immediately

Adding a shared or delegated mailbox

You do not set up a shared or delegated mailbox through the Microsoft 365 tool inside an assistant. It's configured once, in your own account settings:

  1. Open Account settings → Connectors.
  2. Find the Microsoft Outlook entry and click Configuration. This entry only appears after your personal mailbox is connected, as described above.
  3. Enter the shared mailbox's address in the "Shared Mailbox Email" field and click Save. meinGPT confirms the save with a "Configuration saved" message in the top right.

Attention

The "Shared Mailbox Email" field is not part of an individual assistant's gear-icon menu (that only controls which actions an assistant may use — see "Checking write permissions" below) and it is not part of the Microsoft sign-in screen itself. Don't enter the shared mailbox's address at the Microsoft account picker — always sign in there with your own account. Shared mailboxes usually have no interactive sign-in of their own, so attempting that fails silently, with no error message.

This setting applies to every assistant that uses your connected Microsoft Outlook connection — not just a single assistant. If several colleagues need access to the same mailbox through a shared assistant, each person must set up their own Microsoft connection with the same details. Which actions (reading, drafts, deleting) the assistant may use for that mailbox is still configured in its function settings (see below).

Checking write permissions (drafts, sending)

Write actions like creating drafts or sending emails exist only in the Outlook connector (Teams, SharePoint, and OneDrive are read-only). The permissions from step 4 define what Microsoft allows in principle. Whether your assistant can actually perform these write actions is additionally controlled in two places:

  • Connector configuration: Outlook → gear icon → Functions tab. Enable the needed methods in the Write group (e.g. create draft, send email) and save the assistant.
  • Settings → Tool Management (admin): The global method policy must be set to "Read & modify" or "Full access" (or, under "Per-tool settings," the specific method must be enabled individually) — with "Read only," write actions stay blocked for everyone in the organization, regardless of the assistant-level selection.

If either setting is missing, meinGPT still shows the connection as "active" - but the write action then fails with an error.

Available Features

Outlook Features

List Emails

Display emails from various folders:

"Show me the last 10 emails from my inbox"
"List all emails from the sent items folder"
"Find emails in the deleted items"
"Show archived emails"

Available folders:

  • inbox - Inbox
  • sentitems - Sent Items
  • drafts - Drafts
  • deleteditems - Deleted Items
  • junkemail - Junk Email
  • outbox - Outbox
  • archive - Archive

Note: archive refers to the Archive folder inside your primary mailbox (the folder you reach via Archive actions in Outlook), not the separate Online Archive (In-Place Archive) mailbox that some organizations provision for older mail. The Outlook connector cannot access the Online Archive mailbox — see Limitations below.

Search for specific emails:

"Search for emails with 'project report' in the subject"
"Find all emails from my manager"
"Show emails with attachments"

Email Details

Access complete email content:

"Show me the content of email with ID xyz123"
"Read the details of the latest email"

This shows the message body and metadata, but not the content of any attachments — to read an attachment's content, load it explicitly into the chat (see Limitations below).

View Events

Overview your appointments and meetings:

"What's on my calendar today?"
"What are my appointments between March 15th and 20th?"

Limitation: A request like "Show me all appointments for next week" doesn't yet work reliably, because the models still struggle with relative date math. For now, use exact dates. The exception is always today's date, which is passed to the model automatically.

Event Details

Get detailed information about events:

"Show details for the meeting with ID abc456"
"Who's attending the project meeting?"

Teams Features

List Chats

Show your Teams conversations:

"List my Teams chats"
"Show me the last 20 chat conversations"
"What Teams chats do I have?"

Read Chat Messages

Access messages in specific chats:

"Show messages from chat with ID xyz789"
"What was discussed in the project chat?"
"Read the last 30 messages from the team chat"

SharePoint Features

Browse Files

Navigate through your SharePoint document libraries:

"List all files in the root folder"
"Show me files in the folder /Documents/Projects"
"What's in the Marketing folder?"
"List files with details like size and modification date"

SharePoint Pages

Find and browse SharePoint pages:

"Show me all SharePoint pages"
"List the latest 10 SharePoint pages"
"Find SharePoint pages with content preview"

OneDrive Features

Browse Files

Search your personal OneDrive for Business:

"List all files in my OneDrive"
"Find the file 'Offer.docx' in my OneDrive"
"Show me recently changed files with details like size and modification date"

Attention

SharePoint and OneDrive are read-only - they find files and read metadata, but cannot create or change files. There is no "save to SharePoint/OneDrive" step inside meinGPT itself. For automatic write-back you need an automation platform such as Make: build a meinGPT workflow that produces the output, and have a Make scenario call that workflow via the Workflow API, retrieve the result, and drop it into SharePoint or OneDrive - Make performs the write, not meinGPT.

Usage Examples

You get the most value when several activated connectors work together:

"Show me details for the 2 PM meeting including the attendee list and find the related emails about the client meeting"
"Summarize today's inbox emails and draft replies to the unanswered ones"
"What was discussed in the project chat, and which files in the folder /Documents/Q1-2024 belong to it?"

Advanced Features

Detailed File Information

When searching for files in SharePoint or OneDrive, you can request additional details:

  • File size
  • Creation and modification dates
  • Creator and last modifier
  • Number of items in folders
  • MIME type and file extension

Folder Navigation

Navigate through SharePoint or OneDrive folder structures:

  • Use absolute paths like /Documents/Projects/2024
  • Browse subfolders systematically
  • Get web links to files for direct access

Restricting access to specific SharePoint sites

By default, the SharePoint connector can access every SharePoint site the signed-in user has access to in Microsoft 365. If you want to narrow an assistant down — for example so it only uses one specific SharePoint site and no other site in the same tenant — you can restrict it via the "Restrict to Sites" scope setting:

  1. Open the assistant → Configure tool for the SharePoint connector → Scope tab
  2. Under "Restrict to Sites", select one or more SharePoint sites. If the field is empty, the assistant has full access within the user's own permissions
  3. Save the assistant

"Default Site" is not an assistant-level setting: you set it once, in your own account settings under Connectors → SharePoint → Configuration. That site is used when no site is named explicitly in chat, and applies to every assistant that uses your SharePoint connection — not just a single assistant.

Attention

The restriction operates at the SharePoint site level, not at the folder level. A site typically bundles several document libraries, lists, and pages — "Restrict to Sites" limits the assistant to the selected site(s), but does not further restrict a single folder or library within a site. If you actually need to give an assistant only one specific subdirectory and guarantee that no other content from the same SharePoint gets pulled in, use a data source with SharePoint as its source instead and pick the target folder there — subfolders are included automatically, everything outside it stays out.

This restriction applies per assistant (Scope tab) and narrows the connector in addition to your personal connection-level setting - the latter always remains the upper bound. The OneDrive connector has an equivalent, independent scope setting "Restrict to Folders" on the same tab. A "Default Folder" for OneDrive, like "Default Site" for SharePoint, is not set per assistant either — you set it once, in your own account settings under Connectors → OneDrive → Configuration, and it then applies to every assistant that uses your OneDrive connection. More on the general scope model: Scope configuration for tools.

Benefits

  • Four independent connectors: Activate only the Microsoft 365 services you actually need
  • Natural Language: Use everyday language instead of complex commands
  • Read and Write: In the Outlook connector, emails and events can not only be retrieved, but also created, changed, and sent
  • Enterprise Context: Suited for business and enterprise environments
  • Real-time Data: Work with current information
  • User-Level Permissions: Access is limited to resources the current user is allowed to see in Microsoft 365

Large-scale search via data pools

In addition to the native connectors, Microsoft 365 content can be indexed into data pools for large-scale retrieval (for example large SharePoint estates).

  • strong fit for broad knowledge retrieval and RAG
  • better scalability on very large data volumes
  • important: native user-level permissions from the connectors do not carry over automatically

Best Practices

  1. Folder Organization: Use folder structure for efficient searches
  2. Define Time Ranges: Specify date ranges for calendar queries
  3. Use Search Filters: Apply precise search criteria for better results
  4. Remember Chat IDs: Note important chat IDs for quick access
  5. Use Paths: Utilize full paths for SharePoint and OneDrive navigation

Limitations

  • Teams, SharePoint, and OneDrive are read-only: There you can search and read, but not create or change anything (write actions exist only in the Outlook connector)
  • Shared/delegated mailboxes: In addition to your personal mailbox, the Outlook connector supports one shared or delegated mailbox, which you set once in your own account settings under Connectors → Microsoft Outlook → Configuration and which applies to every assistant that uses your connected Microsoft Outlook connection — not just a single assistant. If several colleagues need access to the same mailbox through a shared assistant, each person must set up their own Microsoft connection with the same details. The Microsoft account connected to meinGPT needs delegated access to the target mailbox, granted by your IT/Exchange administration: Full Access (Graph Mail.Read.Shared / Mail.ReadWrite.Shared) for reading, drafting, and deleting - it does not permit sending. Sending requires Send As or Send on Behalf in addition to Full Access (Graph Mail.Send.Shared). Have your Exchange administrator confirm the minimum combination needed. Deleting emails from the shared mailbox is a separate setting that must be enabled on top of the base connection. Assistant runs via the external API use the Outlook connection of the account owning the API key, including its configured shared mailbox.
  • Teams Limitations: The assistant can search and read messages in both chats and individual channels (on request in chat, limited to a window of more recent messages). It cannot post messages into a channel and cannot automatically react to new channel messages.
  • Business Account Required: Personal Microsoft accounts are not supported
  • Online Archive (In-Place Archive) not supported: If your organization has Exchange Online Archiving enabled, mail that has moved to the separate Online Archive mailbox is not reachable through the Outlook connector. This is a limitation of the interface Microsoft provides to connected applications, and applies to any application connecting this way. Only your primary mailbox — including its own archive folder — is accessible.
  • Permissions: Access only to authorized resources
  • File Contents: Search and list results expose file metadata only, not file contents — to read a file's actual content, load it explicitly into the chat (see file size limit below)
  • Email Attachments: On explicit request, the assistant can load an attachment's content into the chat (e.g. "Load the attachment from email xyz123 into the chat") — but only for one already-identified email and the attachments selected from it. There is currently no capability to automatically search multiple emails for attachments and load their contents, and links or documents merely referenced in the email body text (rather than attached) are not automatically followed or loaded. Supported formats include Office documents (Word, Excel, PowerPoint, including legacy formats), PDF, and text files (TXT, Markdown, CSV, JSON, HTML, RTF); image files and attachments that only contain a cloud link (e.g. files shared via SharePoint/OneDrive) are not loaded automatically.
  • File size when loading into chat: Loading a SharePoint/OneDrive file directly into a chat is limited to 20 MB. For larger files, set up the relevant library as a data source instead - this supports much larger files and makes them searchable in chat.
  • Custom Metadata: Only standard file properties are available (size, creation/modification date, creator/editor, MIME type, file extension). Custom SharePoint columns or content-type metadata fields cannot be queried or filtered.
  • Rate Limits: According to Microsoft Graph API restrictions

Privacy and Security

  • Authentication is secure via OAuth 2.0
  • meinGPT does not store Microsoft credentials
  • All data is transmitted encrypted
  • Write actions (sending email, changing events) only happen on your explicit instruction
  • You can revoke each connection at any time in your Microsoft account settings
  • Meets enterprise compliance standards

Troubleshooting

"Access Denied"

  • Ensure you're using a work or school account
  • Check if your administrator has granted required permissions
  • Contact your IT administrator for persistent issues

"Draft creation fails even though the connector shows as active"

  • In the Outlook connector settings check the Functions tab, and confirm the draft-creation method is enabled in the Write group.
  • Check Settings → Tool Management: make sure the global method policy isn't set to "Read only."
  • An "active" connector status only means the Microsoft sign-in succeeded - it does not confirm that the write action is allowed by the two settings above.
  • Save the assistant again after each change.

"I entered a shared mailbox address, but nothing happened"

  • The shared-mailbox field is called "Shared Mailbox Email" and lives under Account settings → Connectors → Microsoft Outlook → Configuration — not on the Microsoft sign-in screen, and not in an individual assistant's gear-icon menu (see "Adding a shared or delegated mailbox" above).
  • The Configuration entry only appears after your personal mailbox is already connected.
  • After saving, meinGPT shows a "Configuration saved" message in the top right. If that message doesn't appear, the form wasn't submitted — check that you actually clicked Save.
  • The Microsoft account connected to meinGPT also needs delegated access (at least Full Access) to the target mailbox, granted by your IT/Exchange administration — see Limitations above.
  • In the Entra admin center, under the meinGPT Enterprise Application → Permissions, check whether the mailbox/calendar permissions appear under "Delegated permissions" (not only under "Application permissions") with a green "granted" mark for your organization.
  • Note the exact error message or code Microsoft shows on the failed connection attempt (often starting with "AADSTS") — this helps troubleshooting far more than "admin approval required" alone.
  • Make sure the affected person selects the correct work account when signing in, not a personal Microsoft account or an account from a different organization.

"No Chats Found"

  • Teams must be enabled in your organization
  • You must have active chat conversations
  • Verify you're using the Teams app

"SharePoint Errors"

  • Ensure you have access to SharePoint sites
  • Use correct folder paths (starting with /)
  • Check your SharePoint permissions

Authentication Errors

  • Sign out of all Microsoft accounts and sign in again
  • Clear browser cookies for Microsoft services
  • Use a supported browser
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