Microsoft 365 connector tools

  • Updated

Optimizely Opal's Microsoft 365 connector tools let you manage your Microsoft 365 calendar and file ecosystem directly within the Opal platform. These tools streamline meeting scheduling, calendar management, and file browsing across OneDrive and SharePoint, including capabilities for browsing document libraries, retrieving site pages, and organizing drives. The tools integrate with Microsoft 365, so you do not need to switch between Opal and the Microsoft 365 admin panel or individual apps like Outlook, Teams, or SharePoint.

Key capabilities

User and directory management

  • User profiles – Access and retrieve user information from Azure Active Directory.
  • Directory operations – Browse organizational structure and user relationships.
  • Tenant information – Get details about the Microsoft 365 organization.

File and drive operations

  • OneDrive access – Go to and manage files in OneDrive for Business.
  • SharePoint integration – Access SharePoint sites and document libraries.
  • Drive management – List and access organizational drives.
  • File operations – Read, write, and manipulate files across Microsoft cloud storage.

Communication and collaboration

  • SharePoint sites – Access collaborative workspaces and content.
  • Outlook Calendar – Schedule and manage meetings and events across your organization.
  • Outlook email – Send, read, and organize email messages without leaving Opal.
  • OneDrive – Store, share, and collaborate on files and Office documents.

Security and compliance

  • Azure AD authentication – Secure authentication through Microsoft identity platform.
  • Token management – Automatic token refresh and session management.
  • Permission scoping – Granular control over API access permissions.
  • Audit logging – Comprehensive logging of API operations and access.

Get started

First, an Opal administrator must connect Opal with Microsoft 365 using Optimizely Connect Platform (OCP). Microsoft 365 uses system-level Open Authorization (OAuth) by default. After installing the connector in OCP and adding the tools to Opal, users and agent builders can optionally log in to Microsoft SharePoint, OneDrive, and Outlook Calendar to access their personal Microsoft information from within Opal. Administrators only need to install the Microsoft 365 connection in OCP once.

Connect Opal with Microsoft 365

As an Opal administrator, complete the following sections to connect Opal with Microsoft 365. Administrators only need to install the Microsoft 365 connection in OCP once.

Install Microsoft 365 Opal Tools in OCP

In the OCP App Directory, complete the following:

  1. Click Microsoft 365 Opal Tools.

    Screenshot of the Opal Connectors page where the Microsoft 365 tile is highlighted.

  2. Click Install App.

    Screenshot of the Microsoft 365 Opal Tools app page in OCP where the Install App option is visible.

Select tool sets

Opal enables all of the Microsoft 365 tools by default. If you do not want all of the Microsoft 365 tools enabled in Opal, complete the following steps:

  1. Go to the Settings tab.
  2. Expand Tool Sets.
  3. Toggle any of the tool sets on or off.

  4. Click Save.

    Screenshot of the Tool Sets settings panel in OCP where the Save option is highlighted.

Add to Opal

  1. Go to the Settings tab.
  2. Expand Add to Opal.

  3. Click Add to Opal to register the Microsoft 365 connector tools to the corresponding Opal instance.

    Screenshot of the Add to Opal section in OCP with Add to Opal highlighted.

Authorize the Opal Microsoft tools in Microsoft Entra

After an Opal administrator connects to the app in OCP, a prompt displays indicating that an administrator needs to authorize the connection. A Microsoft administrator must log in to the Microsoft Entra Admin Center and complete one of the following:

  • Add the Opal MS Graph Tool app to trusted apps – Grants the app access for all users in the organization.
  • Configure access for individual groups – Restricts the app to specific groups within your organization.
Screenshot of the Microsoft Entra admin center where the required API permissions for the Opal application are configured.

After you complete the previous steps, users and agent builders can follow the steps in the Authenticate with Microsoft section to log in with their personal information if you enabled instance-level Opal OAuth.

Enable self-managed instance-level OAuth (Optional)

The Microsoft 365 tools use Optimizely-managed OAuth by default. This configuration is not required for most organizations and can be skipped. Complete this section only if your organization requires self-managed instance-level OAuth.

If your organization requires self-managed instance-level OAuth, complete the following steps:

  1. Go to the Settings tab.
  2. Expand Microsoft 365 Settings.
  3. Toggle Instance level Opal OAuth on.
  4. Enter your Microsoft 365 auth provider ID, which is the name of the Microsoft 365 auth provider connection configured in Opal. 

  5. Click Save. 

Authenticate with Microsoft

After an administrator connects Opal with Microsoft 365, log in from Opal to access your information. User-level authorization ensures you can only access data you have permission to access within Microsoft.

The Microsoft 365 connector tools have four corresponding connectors in Opal. Connect to all to unlock all enabled tools.

To authenticate, complete the following steps in Opal:

  1. Go to Tools > Connectors.

  2. Select Microsoft from the Provider drop-down list.

    Screenshot of the Connectors tab on the Tools page with the Provider drop-down expanded with the Microsoft option highlighted.
  3. Click Connect on each Microsoft connector.

    • Microsoft OneDrive & SharePoint

      Screenshot of the Connectors with the Microsoft Onedrive & Sharepoint connect highlighted

    • Outlook Email

      Screenshot of the Connectors with the Outlook Email connect highlighted

    • Microsoft Outlook Calendar

      Screenshot of the Connectors with the Microsoft Outlook Calendar connect highlighted

    • Microsoft Teams

      Screenshot of the Connectors with the Microsoft Teams connect highlighted
  4. Log in to Microsoft for each connection.
  5. Grant the requested permissions.

Microsoft 365 connector tools

After an administrator installs Microsoft 365 in OCP and you authenticate with Microsoft, call the following tools in Opal. Click a tool's name to expand it and learn when to use the tool, required and optional parameters, and example prompts on how to call the tool. If you do not provide a required parameter, Opal prompts you for it.

Microsoft Outlook Calendar tools

outlook_calendar_create_meeting – Creates a new calendar event or meeting in Microsoft Outlook.
  • When to use
    • Schedule a new meeting with one or more attendees directly from Opal.
    • Create an online Teams meeting with a generated join URL.
    • Set up a calendar event with a specific location, agenda, and reminder.
    • Book a recurring or time-sensitive meeting without leaving your workflow.
    • Create a meeting on behalf of another user's calendar.
  • Parameters
    • subject – The title or subject of the meeting.
    • start – The meeting start date and time, including timezone. Format: {"dateTime": "2024-12-01T10:00:00", "timeZone": "UTC"}
    • end – The meeting end date and time, including timezone. Format: {"dateTime": "2024-12-01T11:00:00", "timeZone": "UTC"}
    • (Optional) attendees – A list of attendees with their names and email addresses. Format: [{"emailAddress": {"name": "Jane Doe", "address": "jane@example.com"}, "type": "required"}]
    • (Optional) body – The meeting description or agenda. Format: {"contentType": "HTML", "content": "Meeting description here."}
    • (Optional) location – The physical or virtual location of the meeting. Format: {"displayName": "Conference Room A"}
    • (Optional) isOnlineMeeting – Set to true to generate a Teams or Skype join link.
    • (Optional) onlineMeetingProvider – The online meeting provider: teamsForBusiness or skypeForBusiness.
    • (Optional) importance – Priority of the meeting: low, normal, or high.
    • (Optional) reminderMinutesBeforeStart – Number of minutes before the meeting to send a reminder (for example, 15).
    • (Optional) categories – Comma-separated tags or categories to organize the meeting (for example, "Q4, Sales").
    • (Optional) isAllDay – Set to true to create an all-day event.
    • (Optional) isReminderOn – Set to true to enable reminders for this meeting.
    • (Optional) showAs – How the time appears in the calendar: free, tentative, busy, oof, or workingElsewhere.
    • (Optional) calendarId – The ID of a specific calendar to create the meeting in.
    • (Optional) userId – The ID of another user whose calendar should be used. Defaults to the authenticated user.
  • Example prompts
    • Schedule a 1-hour Teams meeting called "Q4 Planning Sync" tomorrow at 10am with jane.doe@example.com and mark.smith@example.com.
    • Create a meeting called "Campaign Review" on December 5th from 2pm to 3pm in Conference Room B, and set the importance to high.
    • Book an online meeting for next Monday at 9am titled "Onboarding Kickoff" and include the agenda: cover product setup, access provisioning, and Q&A.
    • Set up a 30-minute meeting called "Design Handoff" on Friday at 11am with a 15-minute reminder and invite the design team at design@example.com.
    • Create an all-day calendar event called "Company Offsite" on March 10th and mark it as out of office.
outlook_calendar_delete_meeting – Deletes an existing calendar event or meeting from Outlook.
  • When to use
    • Cancel and remove a meeting from a user's calendar.
    • Clean up outdated or duplicate calendar events.
    • Delete a meeting that was created in error.
    • Remove a meeting from a specific calendar or on behalf of another user.
  • Parameters
    • meetingId – The unique identifier of the meeting to delete.
    • (Optional) calendarId – The ID of the specific calendar containing the meeting.
    • (Optional) userId – The ID of the user whose calendar to delete from. Defaults to the authenticated user.
  • Example prompts
    • Delete the meeting with ID AAMkAGI2TGuLAAA= from my calendar.
    • Cancel the meeting AAMkAGI2TGuLAAA= on behalf of user john.doe@example.com.
    • Remove the meeting AAMkAGI2TGuLAAA= from calendar AAMkAGI2TGuLBBB=.
outlook_calendar_get_meeting – Retrieves detailed information about a specific calendar event or meeting from Microsoft Graph.
  • When to use
    • Look up the full details of a specific meeting, including attendees, time, and location.
    • Check the online meeting join URL for a Teams or Skype meeting.
    • Retrieve attendee response statuses for a scheduled meeting.
    • Access meeting recurrence settings or attached files.
    • Verify meeting details before making updates or sending communications.
  • Parameters
    • meetingId – The unique identifier of the meeting to retrieve.
    • (Optional) select – Comma-separated list of specific fields to return (for example, subject,start,end,organizer,attendees,location).
    • (Optional) expand – Comma-separated list of related entities to expand in the response (for example, calendar,attachments).
    • (Optional) calendarId – The ID of the specific calendar containing the meeting.
    • (Optional) userId – The ID of the user whose calendar to query. Defaults to the authenticated user.
  • Example prompts
    • Get the details of meeting AAMkAGI2TGuLAAA= from my calendar.
    • Show me the attendees and their response statuses for meeting AAMkAGI2TGuLAAA=.
    • Retrieve the Teams join URL for meeting AAMkAGI2TGuLAAA=.
    • Get the subject, start time, end time, and organizer for meeting AAMkAGI2TGuLAAA= on john.doe@example.com's calendar.
    • Show me the full details of meeting AAMkAGI2TGuLAAA=, including any attachments.
outlook_calender_get_schedule – Retrieves the free and busy availability schedule for one or more users from Microsoft Outlook. Retrieves the availability information for a list of users, distribution lists, or resources for a specified time period. It returns the busy and free time blocks and scheduled items.
  • When to use
    • Check availability of one or more people before scheduling a meeting.
    • Find joint availability across multiple attendees.
    • View the free and busy status for a specific time frame.
    • Determine when people are available for meetings.
    • Plan meetings based on multiple attendees' calendars.
  • Parameters
    • endTime – End of the time range to check availability, as a JSON string with dateTime and timeZone. Example: {'dateTime': '2025-04-10T18:00:00', 'timeZone': 'America/New_York'}.
    • schedules – Email addresses of users to check availability for, as a JSON string array. Single user example: ['jane.smith@company.com']. Multiple users example: ['alex@company.com', 'bob@company.com'].
    • startTime – Start of the time range to check availability, as a JSON string with dateTime and timeZone. Example: {'dateTime': '2025-04-10T08:00:00', 'timeZone': 'America/New_York'}.
    • availabilityViewInterval – Duration of each time slot in minutes for the availability view (default: 30). Valid values: 5, 10, 15, 20, 30, 60.
  • Example prompts
    • Check if John@company.com and Jane@company.com are free tomorrow afternoon.
    • When is the entire marketing team available next week?
    • What does my schedule look like for tomorrow morning?
outlook_calendar_list_meetings – Retrieves a list of calendar events or meetings from a user's Microsoft Graph calendar.
  • When to use
    • View all upcoming meetings within a specific date range.
    • Search for meetings by subject or keyword.
    • Retrieve a paginated list of calendar events for review or reporting.
    • Check meetings on behalf of another user's calendar.
    • Filter and sort meetings to find specific events.
  • Parameters
    • (Optional) startDateTime – Start of the time range to filter meetings (for example, 2024-12-01T00:00:00Z).
    • (Optional) endDateTime – End of the time range to filter meetings (for example, 2024-12-31T23:59:59Z).
    • (Optional) top – Maximum number of meetings to return. Defaults to 50, max 999.
    • (Optional) skip – Number of meetings to skip for pagination.
    • (Optional) filter – Data filter expression for advanced filtering (for example, contains(subject,'team')).
    • (Optional) orderBy – Field to sort results by (for example, start/dateTime desc).
    • (Optional) select – Comma-separated list of specific fields to return (for example, subject,start,end,organizer).
    • (Optional) calendarId – The ID of a specific calendar to list meetings from.
    • (Optional) userId – The ID of the user whose calendar to query. Defaults to the authenticated user.
  • Example prompts
    • Show me all my meetings in December 2024.
    • List my next 10 upcoming calendar events.
    • Find all meetings with "team" in the subject from this month.
    • Show meetings on john.doe@example.com's calendar for next week, sorted by start time.
    • List my meetings from January 1st to January 31st, showing only the subject, start, and end time.
outlook_calendar_update_meeting – Updates an existing calendar event or meeting in Microsoft Outlook.
  • When to use
    • Change the time, date, or duration of an existing meeting.
    • Add or remove attendees from a scheduled meeting.
    • Update the meeting agenda, location, or subject.
    • Change the importance level or reminder settings on a meeting.
    • Convert an in-person meeting to an online Teams meeting.
  • Parameters
    • meetingId – The unique identifier of the meeting to update.
    • (Optional) subject – The new title or subject of the meeting.
    • (Optional) start – The new meeting start date and time, including timezone. Format: {"dateTime": "2024-12-01T10:00:00", "timeZone": "UTC"}
    • (Optional) end – The new meeting end date and time, including timezone. Format: {"dateTime": "2024-12-01T11:00:00", "timeZone": "UTC"}
    • (Optional) attendees – Updated list of attendees with their names and email addresses. Format: [{"emailAddress": {"name": "Jane Doe", "address": "jane@example.com"}, "type": "required"}]
    • (Optional) body – The new meeting description or agenda. Format: {"contentType": "HTML", "content": "Updated agenda here."}
    • (Optional) location – The new meeting location. Format: {"displayName": "Conference Room B"}
    • (Optional) isOnlineMeeting – Set to true to add a Teams or Skype join link.
    • (Optional) onlineMeetingProvider – The online meeting provider: teamsForBusiness or skypeForBusiness.
    • (Optional) importance – Updated priority of the meeting: low, normal, or high.
    • (Optional) reminderMinutesBeforeStart – Updated number of minutes before the meeting to send a reminder.
    • (Optional) categories – Updated comma-separated tags or categories for the meeting.
    • (Optional) isReminderOn – Set to true to enable reminders for this meeting.
    • (Optional) showAs – How the time appears in the calendar: free, tentative, busy, oof, or workingElsewhere.
    • (Optional) calendarId – The ID of the specific calendar containing the meeting.
    • (Optional) userId – The ID of the user whose calendar to update. Defaults to the authenticated user.
  • Example prompts
    • Update the meeting AAMkAGI2TGuLAAA= to start at 3pm instead of 2pm.
    • Add jane.doe@example.com as an attendee to meeting AAMkAGI2TGuLAAA=.
    • Change the subject of meeting AAMkAGI2TGuLAAA= to "Q1 Strategy Review" and update the location to Conference Room C.
    • Convert meeting AAMkAGI2TGuLAAA= to a Teams online meeting and set the importance to high.
    • Update the agenda for meeting AAMkAGI2TGuLAAA= to include a section on budget review and set a 30-minute reminder.

Microsoft OneDrive and SharePoint tools

microsoft_onedrive_generate_office_file – Generates a new Microsoft Office file and uploads it to OneDrive or SharePoint.
  • When to use
    • Create new Word documents (.docx) with formatted text, markdown headers, and images.
    • Create new Excel spreadsheets (.xlsx) from tabular, tab-separated, or CSV-style content.
    • Save generated files to specific OneDrive drives, SharePoint sites, or specific folder locations.
    • Generate documents using specific templates like blank, letter, report, or memo.
  • Parameters
    • title – The title and filename for the new file.
    • content – The main content of the file. 
      • For docx – Supports markdown headers and images. 
      • For xlsx – Supports tab or comma-separated rows or markdown tables.
    • (Optional) driveId – OneDrive or SharePoint drive ID to save the file to. Leave empty to use the default drive.
    • (Optional) fileType – File type to generate: docx (Word, default) or xlsx (Excel).
    • (Optional) folderId – Folder ID within the drive or site to save the file to. Leave empty to save to the root folder.
    • (Optional) siteId – SharePoint site ID to save the file to. Leave empty to use your personal OneDrive.
    • (Optional) template – Template style (.docx only). Options include the following: blank (default), letter, report, or memo.
  • Example prompts
    • Generate a new Word document titled "Q3 Marketing Report" using the report template and include a summary of our past campaigns in the content.
    • Create an Excel file named "Monthly Budget" with a markdown table containing my expenses and save it to my OneDrive root folder.
    • Create a memo document titled "Team Updates" for the engineering team and save it in the designated SharePoint site.
microsoft_onedrive_get_drive – Retrieves detailed information about a specific OneDrive or SharePoint drive.
  • When to use
    • Get metadata and details about a specific drive by its ID.
    • Check storage quota and usage information for a drive.
    • Retrieve the default drive for the currently authenticated user.
    • Look up drive ownership and type information before browsing its contents.
  • Parameters
    • (Optional) driveId – The ID of the specific drive to retrieve. If not provided, returns the default drive for the user.
    • (Optional) userId – The ID of the user to get the default drive for. Use me for the currently authenticated user.
  • Example prompts
    • Get details about my default OneDrive.
    • Show me the storage quota and usage for drive b!abc123def456.
    • Get information about the default drive for user john.doe@example.com.
    • What are the details of drive b!abc123def456, including its type and owner?
microsoft_onedrive_get_file_content – Reads and extracts the text content of a file stored in OneDrive or SharePoint.
  • When to use
    • Read, summarize, or analyze the contents of a document.
    • Extract text from supported file types, specifically Word documents (.docx) or plain text files (.txt).
  • Parameters
    • sharingUrl – A SharePoint or OneDrive sharing URL (the link you get from Copy link or Share). 
    • driveId – The ID of the drive where the file lives. Required when not using sharingUrl.
    • itemId – The Item ID of the file. Required when not using sharingUrl.
  • Example prompts
    • Can you summarize the document at this link: https://contoso.sharepoint.com/:w:/r/xyz123?
    • Read the contents of the text file shared here: https://1drv.ms/t/s!abc123.
    • Analyze the Q3 report document in drive b!abc123def456 with item ID 01XYZabcde.
    • Extract the action items from the meeting notes document at this SharePoint link.
    • What does the "Project Brief.docx" file say? Its drive ID is b!1ab2c and item ID is 01FG45.
microsoft_onedrive_list_all_drives – Lists all OneDrive drives accessible to the authenticated user, including personal, shared, and SharePoint site drives.
  • When to use
    • Get a comprehensive list of all OneDrive drives the current user has access to.
    • Discover shared drives or SharePoint site drives alongside a personal OneDrive.
    • Retrieve drive IDs, storage quota, and ownership information for available drives.
    • Identify which drives to target before browsing or searching for files.
    • Audit available storage locations across personal and organizational drives.
  • Parameters
    • (Optional) includePersonal – Set to true to include the user's personal OneDrive. Defaults to true.
    • (Optional) includeShared – Set to true to include drives shared with the user. Defaults to true.
    • (Optional) includeSites – Set to true to include drives from SharePoint sites. Defaults to true.
  • Example prompts
    • Show me all OneDrive drives I have access to.
    • List only my personal OneDrive, not shared or site drives.
    • What SharePoint site drives are available to me?
    • Show me all shared drives accessible to me, excluding personal and site drives.
    • List all my available drives so I can find where a file is stored.
microsoft_onedrive_list_drive_contents – Lists files and folders in an OneDrive or SharePoint drive location.
  • When to use
    • Browse the contents of an OneDrive or SharePoint document library.
    • Go through folder structures to find specific files.
    • Filter drive contents by file type (for example, only show PDFs or PowerPoint files).
    • Retrieve file metadata such as size, last modified date, and download URLs.
    • Paginate through large folders with many files or subfolders.
  • Parameters
    • driveId – The unique identifier of the OneDrive or SharePoint drive to browse.
    • (Optional) folderPath – Path to a specific folder within the drive (for example, Documents/Projects). Defaults to the root.
    • (Optional) folderId – The ID of a specific folder to list contents of. Can be used as an alternative to folderPath.
    • (Optional) fileType – Filter results by file extension (for example, pptx, docx, or pdf). Returns only files matching this type.
    • (Optional) top – Maximum number of items to return per page. Defaults to 100.
    • (Optional) nextLink – Pagination URL returned from a previous response. Use this to retrieve the next page of results. Do not modify the URL.
  • Example prompts
    • List all files in my OneDrive drive b!abc123def456.
    • Show me the contents of the Documents/Projects folder in drive b!abc123def456.
    • List only the PowerPoint files in drive b!abc123def456.
    • Show the first 50 files in drive b!abc123def456 and then get the next page of results.
    • Browse the Marketing folder in my SharePoint drive and show me all PDF files.
microsoft_onedrive_list_drives – Lists OneDrive and SharePoint drives available to a user or within a SharePoint site.
  • When to use
    • Discover all drives available to a specific user.
    • Retrieve the drives associated with a SharePoint site.
    • Find drive IDs needed for browsing drive contents with other tools.
    • Identify available document libraries before navigating or searching files.
  • Parameters
    • (Optional) userId – The ID of the user to list drives for. Use me for the currently authenticated user.
    • (Optional) siteId – The ID of a SharePoint site to list drives for.
  • Example prompts
    • List all drives available to me.
    • Show me all the drives for user john.doe@example.com.
    • What drives are available on the SharePoint site contoso.sharepoint.com,abc123,def456?
    • Get all document libraries for my SharePoint site so I can browse the files.
microsoft_onedrive_modify_office_file – Modifies an existing Microsoft Office file stored in OneDrive or SharePoint.
  • When to use
    • Replace specific text in a Word document or specific cell values in an Excel spreadsheet.
    • Append new content to the end of a document or add new rows to the bottom of a spreadsheet.
    • Prepend content to the beginning of a document or rows to the top of an Excel file.
    • Insert new content at a specific paragraph index or row index.
    • Apply uniform formatting (for example, font size, color, or bold) across an entire Word document.
  • Parameters
    • itemId – The unique identifier of the Office file to modify.
    • operation – Operation to perform. Options include the following: replace, append, prepend, insert, or format.
    • (Optional) content – Content to add. 
      • For docx – Supports markdown formatting. 
      • For xlsx – Supports newline-separated rows.
    • (Optional) driveId – Drive ID where the file is located.
    • (Optional) formatting – Formatting options as JSON string (docx only, for format operation). This replaces all existing formatting uniformly. For example, {"bold": true, "italic": false, "fontSize": 14, "color": "blue"}
    • (Optional) position – Paragraph index (docx) or row index (xlsx) at which to insert content (required for insert operation).
    • (Optional) replaceText – Replacement text (required for replace operation).
    • (Optional) searchText – Text to search for (required for replace operation).
    • (Optional) siteId – SharePoint site ID where the file is located.
  • Example prompts
    • Append the following new user data rows to the end of my Excel spreadsheet.
    • Find all occurrences of "Acme Corp" in the Word document and replace them with "Globex Corporation".
    • Insert this new introductory paragraph at position 1 in the existing project proposal document.
microsoft_onedrive_summarize_office_file – Generates a summary of a Microsoft Office file's content and metadata.
  • When to use
    • Get a quick overview or extract core themes and topics from a Word document.
    • Analyze an Excel file to retrieve sheet names, row counts, and previews of data.
    • Generate a structured bullet-point breakdown or a detailed comprehensive analysis without opening the file.
    • Check file metadata such as author name, modification dates, and size.
  • Parameters
    • itemId – The unique identifier of the Office file to summarize.
    • (Optional) driveId – Drive ID where the file is located.
    • (Optional) maxLength – Maximum length of the summary in characters. Default is 500.
    • (Optional) siteId – SharePoint site ID where the file is located.
    • (Optional) summaryType – Type of summary. Options include the following:
      • brief – Quick overview, default.
      • detailed – Comprehensive analysis.
      • bullet-points – Structured list.
  • Example prompts
    • Can you read the "Q3 Financials" Excel file and give me a brief summary of the data and sheet structures?
    • Provide a detailed summary of the strategy document in bullet points, keeping it under 1000 characters.
    • Summarize the main topics discussed in the attached SharePoint Word document.
onedrive_create_folder – Create a new folder in OneDrive or Sharepoint. If the folder already exists, the tool returns the existing folder without creating a duplicate.
  • When to use
    • Create a new folder in your Onedrive.
    • Create a subfolder inside an existing folder.
    • Organize files by creating folder structures
    • Create project or team folders in Sharepoint document libraries.
  • Parameters
    • folderName – The name of the folder to create. Cannot contain \,  /, :, *, ?, ", <, or >. 
    • driveId – The ID of the drive to create the folder in. Use onedrive_list_drives or onedrive_list_all to find drive IDs.
    • (Optional) parentPath – Path to the parent folder where the new folder is created. Example: Documents/Projects. If omitted (and parentId is also omitted), creates the folder at the drive root.
    • (Optional) parentId – The item ID of the parent folder. Use this instead of parentPath if you already have the folder ID. Takes precedence over parentPath if both are provided.
  • Example prompts
    • Create a new folder in my OneDrive called 'Q3 Marketing Assets'.
    • Can you make a folder named 'Campaign Reports' in my OneDrive?
    • Please create a new OneDrive folder titled '2026 Budget Drafts'.
    • I need a new directory in my OneDrive for the 'Summer Launch' project.
    • Create a folder named 'Client Presentations' in my OneDrive.

Microsoft SharePoint tools

microsoft_sharepoint_find_list – Finds a SharePoint list or document library by name within a specific SharePoint site.
  • When to use
    • Look up the ID of a specific SharePoint list or document library by its display name.
    • Locate a document library such as "Site Pages" or "Documents" before accessing its contents.
    • Verify that a list exists within a SharePoint site before performing further operations.
    • Retrieve list metadata including creation date, URL, and template type.
    • Discover all available lists within a site when the target list name is unknown.
  • Parameters
    • siteId – The unique identifier of the SharePoint site to search within. Format: hostname,site-collection-id,site-id (for example, contoso.sharepoint.com,abc123,def456).
    • listName – The display name of the SharePoint list or document library to find (for example, Site Pages, Documents, or Site Assets).
  • Example prompts
    • Find the "Site Pages" library in my SharePoint site contoso.sharepoint.com,abc123,def456.
    • Look up the list ID for "Project Documents" in SharePoint site contoso.sharepoint.com,abc123,def456.
    • Does a list called "Marketing Assets" exist in SharePoint site contoso.sharepoint.com,abc123,def456?
    • Find the "Documents" library in my SharePoint site so I can browse its files.
    • Get the metadata for the "Site Assets" library in SharePoint site contoso.sharepoint.com,abc123,def456.
microsoft_sharepoint_find_site_page – Finds a SharePoint site page by name and retrieves its page ID and metadata.
  • When to use
    • Resolve a SharePoint page name to a page ID before retrieving its content.
    • Check whether a specific page exists within a SharePoint site.
    • Retrieve basic metadata about a page, such as its URL and last modified date, without fetching its full content.
    • Look up a page ID to use with other tools that require it as an input.
    • Find a site's home page or any custom page by name.
  • Parameters
    • siteId – The unique identifier of the SharePoint site containing the page. Format: hostname,site-collection-id,site-id (for example, contoso.sharepoint.com,abc123,def456).
    • pageName – The name of the page to find. Can be provided with or without the .aspx extension (for example, Home or Home.aspx).
  • Example prompts
    • Find the "Home" page in my SharePoint site contoso.sharepoint.com,abc123,def456.
    • Get the page ID for "Visiting-the-Austin-office.aspx" in SharePoint site contoso.sharepoint.com,abc123,def456.
    • Does a page called "ProjectOverview" exist in SharePoint site contoso.sharepoint.com,abc123,def456?
    • Look up the metadata for the "TeamPage" page in my SharePoint site.
    • Find the page ID for the home page of SharePoint site contoso.sharepoint.com,abc123,def456 so I can retrieve its content.
microsoft_sharepoint_get_page_content – Retrieves the raw HTML content of a specific SharePoint site page.
  • When to use
    • Read and extract the content of a SharePoint page for summarization or analysis.
    • Retrieve the full HTML of a page for content migration or archival purposes.
    • Access page metadata such as URL and last modified date alongside its content.
    • Pull content from a SharePoint knowledge base page for further processing.
    • Copy content from one SharePoint page to use elsewhere.
  • Parameters
    • siteId – The unique identifier of the SharePoint site containing the page. Format: hostname,site-collection-id,site-id (for example, contoso.sharepoint.com,abc123,def456).
    • pageName – The name of the SharePoint page to retrieve. Can be provided with or without the .aspx extension (for example, Home or Home.aspx).
    • (Optional) listId – The ID of the SharePoint list containing the page. If not provided, the tool will automatically find the "Site Pages" library. Providing this can improve performance.
  • Example prompts
    • Get the content of the "Home" page from SharePoint site contoso.sharepoint.com,abc123,def456.
    • Summarize the content of the "ProjectOverview.aspx" page in my SharePoint site.
    • Retrieve the HTML content of the "TeamPage" page from SharePoint site contoso.sharepoint.com,abc123,def456.
    • What does the "Onboarding" page say in my SharePoint site contoso.sharepoint.com,abc123,def456?
    • Pull the content from the "Marketing Strategy" page in SharePoint site contoso.sharepoint.com,abc123,def456 so I can copy it into a document.
microsoft_sharepoint_get_site – Retrieves detailed information about a specific SharePoint site.
  • When to use
    • Look up metadata and properties for a specific SharePoint site.
    • Retrieve a site ID needed for use with other SharePoint tools.
    • Access a SharePoint site using its hostname and server-relative path.
    • Get information about the root site of a SharePoint tenant.
    • Verify a site exists and retrieve its URL before browsing its contents or pages.
  • Parameters
    • (Optional) siteId – The unique identifier of the SharePoint site. Format: hostname,site-collection-id,site-id (for example, contoso.sharepoint.com,abc123,def456).
    • (Optional) hostname – The hostname of the SharePoint tenant (for example, contoso.sharepoint.com). Can be used with or without sitePath.
    • (Optional) sitePath – The server-relative path of the site (for example, /sites/projectsite). Must be used together with hostname.
  • Example prompts
    • Get details about the SharePoint site contoso.sharepoint.com,abc123,def456.
    • Retrieve information about the root SharePoint site at contoso.sharepoint.com.
    • Get the site ID and URL for the SharePoint site at contoso.sharepoint.com/sites/marketing.
    • Show me the metadata for the SharePoint site at contoso.sharepoint.com/sites/projectsite.
    • Find the SharePoint site contoso.sharepoint.com,abc123,def456 so I can browse its document libraries.
microsoft_sharepoint_get_site_page_structured_content – Retrieves structured content from a SharePoint site page, including all web parts and their content in an organized format.
  • When to use
    • Retrieve clean, structured content from a modern SharePoint page for summarization or analysis.
    • Extract text from all web parts on a page without parsing raw HTML.
    • Access the full canvas layout of a SharePoint page, including sections and web part structure.
    • Pull content from a SharePoint knowledge base or intranet page for further processing.
    • Generate a report or summary from the content of a specific SharePoint page.
  • Parameters
    • siteId – The unique identifier of the SharePoint site containing the page. Format: hostname,site-collection-id,site-id (for example, contoso.sharepoint.com,abc123,def456).
    • (Optional) pageName – The name of the SharePoint page to retrieve. Can be provided with or without the .aspx extension (for example, Home or Home.aspx). Required if pageId is not provided.
    • (Optional) pageId – The unique identifier of the SharePoint page. Required if pageName is not provided. Can be retrieved using the microsoft_sharepoint_find_site_page tool.
  • Example prompts
    • Get the structured content of the "Home" page from SharePoint site contoso.sharepoint.com,abc123,def456.
    • Summarize the content of the "Onboarding.aspx" page in my SharePoint site contoso.sharepoint.com,abc123,def456.
    • Retrieve and extract the text from all web parts on the "Marketing Strategy" page in SharePoint site contoso.sharepoint.com,abc123,def456.
    • Get the structured layout of SharePoint page b1234567-89ab-cdef-0123-456789abcdef in site contoso.sharepoint.com,abc123,def456.
    • What does the "Company News" page say in my SharePoint site contoso.sharepoint.com,abc123,def456?
microsoft_sharepoint_list_site_contents – Lists files and folders in a SharePoint site's document library or list.
  • When to use
    • Browse files and folders within a SharePoint site's default document library.
    • Go to a specific SharePoint list or library by providing its ID.
    • Filter site contents by file type to find specific documents.
    • Paginate through large SharePoint libraries with many files or subfolders.
    • Retrieve file metadata such as size, URL, and last modified date from a SharePoint site.
  • Parameters
    • siteId – The unique identifier of the SharePoint site. Format: hostname,site-collection-id,site-id (for example, contoso.sharepoint.com,abc123,def456).
    • (Optional) listId – The ID of a specific list or library to access. If not provided, uses the site's default document library.
    • (Optional) folderPath – Path to a specific folder within the library (for example, /Documents/Projects).
    • (Optional) folderId – The ID of a specific folder to list contents of. Can be used as an alternative to folderPath.
    • (Optional) fileType – MIME type to filter results by (for example, application/pdf). Returns only files matching this type.
    • (Optional) top – Maximum number of items to return. Defaults to 200.
    • (Optional) skip – Number of items to skip for pagination.
  • Example prompts
    • List all files in the default document library of SharePoint site contoso.sharepoint.com,abc123,def456.
    • Show me the contents of the Documents/Projects folder in SharePoint site contoso.sharepoint.com,abc123,def456.
    • List only the PDF files in the SharePoint site contoso.sharepoint.com,abc123,def456.
    • Browse the contents of library b57af081-936c-4803-a120-d94887dc6c05 in my SharePoint site.
    • Show me the first 50 files in SharePoint site contoso.sharepoint.com,abc123,def456 and then get the next page.
microsoft_sharepoint_list_sites – Lists SharePoint sites accessible to the authenticated user.
  • When to use
    • Discover all SharePoint sites available to the current user.
    • Search for a specific SharePoint site by name or keyword.
    • Retrieve site IDs needed for use with other SharePoint tools.
    • Paginate through a large number of SharePoint sites in an organization.
    • Audit available SharePoint sites before browsing their contents or pages.
  • Parameters
    • (Optional) search – Search query to find sites by name or content (for example, marketing). Returns all sites if not specified.
    • (Optional) filter – OData filter expression to narrow results (for example, siteCollection/hostname eq 'contoso.sharepoint.com').
    • (Optional) orderBy – Field to sort results by (for example, displayName or createdDateTime).
    • (Optional) top – Maximum number of results to return. Defaults to 25, max 1000.
    • (Optional) skip – Number of results to skip for pagination.
  • Example prompts
    • List all SharePoint sites I have access to.
    • Find all SharePoint sites with "marketing" in the name.
    • Show me the top 50 SharePoint sites in my organization, sorted by display name.
    • List all SharePoint sites on contoso.sharepoint.com.
    • Find the SharePoint site for the sales team so I can browse its files.

Outlook Email tools

outlook_get_manager – Get a user's manager from the organizational hierarchy.
  • When to use
    • Find who someone's manager is.
    • Look up the authenticated user's own manager.
    • Get manager contact details (name, email, or job title).
  • Parameters
    • (Optional) userId – The user ID (GUID) or email address of the person whose manager to retrieve. If omitted, returns the authenticated user's manager. Example: "john.doe@company.com" or "a1b2c3d4-...".
  • Example prompts
    • Who is my manager?
    • Can you tell me who John Doe reports to?
    • Get the manager for john.doe@company.com.
outlook_mail_create_draft – Create a draft email in the user's Microsoft Outlook Drafts folder without sending it.
  • When to use
    • Create draft emails for later review and sending.
    • Prepare emails the user wants to edit before sending.
    • Save email compositions without sending them.
  • Parameters
    • subject – The subject line of the draft email.
    • (Optional) bccRecipients – List of BCC recipients as a JSON string array. Same format as toRecipients. Provide as a JSON string (Python-style with single quotes is supported).
    • (Optional) body – Alias for bodyContent. The email body content, plain text or HTML. Use bodyContent instead when possible.
    • (Optional) bodyContent – The email body content, plain text or HTML. For plain text: "Hi team, here is the update." For HTML: "<h1>Title</h1><p>Body paragraph</p>".
    • (Optional) bodyContentType – Content type of the email body. Values: Text or HTML. Default: Text. Set to HTML when bodyContent contains HTML markup.
    • (Optional) ccRecipients – List of CC recipients as a JSON string array. Same format as toRecipients. Provide as a JSON string (Python-style with single quotes is supported).
    • (Optional) importance – Importance level of the email. Values: low, normal, or high.
    • (Optional) toRecipients – List of primary recipients as a JSON string array. Single recipient: [{'emailAddress': {'address': 'user@company.com'}}]. With name: [{'emailAddress': {'name': 'John Doe', 'address': 'john@company.com'}}]. Provide as a JSON string (Python-style with single quotes is supported).
  • Example prompts
    • Draft an email to the marketing team about the Q4 report.
    • Prepare a draft email to John about the project update but don't send it yet.
    • Save a draft email titled "Budget 2026" with a summary of our meeting notes.
outlook_mail_create_draft_reply – Create a draft reply to an email message in Microsoft Outlook without sending it.
  • When to use
    • Draft a reply for the user to review before sending.
    • Prepare a reply that needs editing or approval.
    • Create a reply the user wants to finish later in Outlook.
  • Parameters
    • messageId – The unique identifier of the email message to reply to. Use outlook_mail_list or outlook_mail_get to find the message ID.
    • (Optional) ccRecipients – Optional CC recipients as a JSON string array. Same format as toRecipients. Provide as a JSON string (Python-style with single quotes is supported).
    • (Optional) comment – The reply body content, plain text or HTML. If omitted, creates an empty draft reply to fill in later.
      • For plain text: – "Thanks, I will review and get back to you." 
      • For HTML – "<p>Thank you.</p><p>I have questions:</p>".
    • (Optional) confirmNonInbox – Set to true only after you have explicitly confirmed you want to create a draft reply to a message that is not in the Inbox (for example Sent Items or Drafts). 
    • (Optional) toRecipients – Optional override recipients as a JSON string array. If not provided, the reply goes to the original sender. Format: "[{'emailAddress': {'address': 'user@company.com'}}]". Provide as a JSON string (Python-style with single quotes is supported).
  • Example prompts
    • Draft a reply to the last email from Sarah saying I approve the proposal.
    • Start a draft reply to that email so I can add my comments later.
    • Prepare a draft response to the budget thread and copy John.
outlook_mail_forward – Forward an email message to new recipients in Microsoft Outlook.
  • When to use
    • Forward an email to one or more new recipients.
    • Share email information with colleagues.
    • Add a comment when forwarding.
  • Parameters
    • messageId – The unique identifier of the email message to forward.
    • toRecipients – List of recipients to forward to as a JSON string array. Provide as a JSON string (Python-style with single quotes is supported).
      • Single recipient – "[{'emailAddress': {'address': 'user@company.com'}}]". 
      • Multiple – "[{'emailAddress': {'address': 'a@co.com'}}, {'emailAddress': {'address': 'b@co.com'}}]". 
    • (Optional) comment – Comment to include with the forwarded message. Supports HTML formatting.
    • (Optional) confirmNonInbox – Set to true only after you have explicitly confirmed you want to forward a message that is not in the Inbox (for example Sent Items or Drafts).
  • Example prompts
    • Forward the latest project update email to the design team.
    • Please forward this message to bob@company.com with the note "FYI".
    • Can you forward the Q3 results email to my manager?
outlook_mail_get_message – Get a specific email message from Microsoft Outlook by its ID.
  • When to use
    • Read the full content of a specific email.
    • Get detailed email headers and metadata.
    • View attachment details (name, type, or size) on an email.
    • Access the full HTML or text body of a message.
  • Parameters
    • messageId – The unique identifier of the email message to retrieve.
    • (Optional) expand – Comma-separated list of related entities to expand. For example: "attachments".
    • (Optional) select – Comma-separated list of fields to return. For example: "subject,from,body,receivedDateTime,toRecipients".
  • Example prompts
    • Read the full email thread about the contract review.
    • Get the details and attachments for the latest email from legal.
    • Show me the full text of the welcome email I just received.
outlook_mail_list_folders – List mail folders for the authenticated user with unread counts.
  • When to use
    • Check how many unread emails are in the inbox.
    • Browse the user's mail folder structure.
    • Get unread counts across all folders.
    • Find folder IDs for use with other mail tools.
  • Parameters
    • (Optional) includeHiddenFolders – Whether to include hidden mail folders (default: false).
    • (Optional) skip – Number of folders to skip for pagination.
    • (Optional) top – Maximum number of folders to return.
  • Example prompts
    • Show me a list of all my email folders.
    • How many unread emails are in my inbox?
    • Can you list my custom mail folders?
outlook_mail_list_messages – List and search email messages from Microsoft Outlook.
  • When to use
    • Search emails by keyword (full-text search across subject, body, and sender).
    • List recent emails in the inbox or a specific folder.
    • Filter emails by sender, date, read status, importance, and so on.
    • Paginate through large sets of email messages.
  • Parameters
    • (Optional) filter – Open Data Protocol (OData) filter expression for property-based filtering. Examples: isRead eq false, importance eq 'high', from/emailAddress/address eq 'john@company.com', and receivedDateTime ge 2025-01-01T00:00:00Z. Cannot be combined with the search parameter.
    • (Optional) folderId – ID or well-known name of the mail folder to list from. Well-known names: inbox, drafts, sentitems, deleteditems, junkemail, and archive. If not specified, lists from all mail folders.
    • (Optional) orderBy – Field to order results by (for example, receivedDateTime desc, subject asc). Cannot be used with the search parameter. When searching, results are ranked by relevance automatically.
    • (Optional) search – Full-text search query using Kusto Query Language (KQL) syntax. Searches across subject, body, and sender. Example: project proposal or from:john@company.com. Cannot be combined with the filter parameter.
    • (Optional) select – Comma-separated list of fields to return (for example, subject,from,receivedDateTime,bodyPreview,isRead).
    • (Optional) skip – Number of messages to skip for pagination.
    • (Optional) top – Maximum number of messages to return (default: 25, max: 999).
  • Example prompts
    • Search my emails for the "project proposal".
    • Show me my latest unread emails.
    • List the 10 most recent emails from john@company.com.
outlook_mail_reply – Reply to an email message in Microsoft Outlook.
  • When to use
    • Reply to a specific email message.
    • Continue an email conversation thread.
    • Optionally override the reply recipients.
  • Parameters
    • comment – The reply text or body content. Supports HTML formatting. Example: "Thanks for the update, I will review and get back to you."
    • messageId – The unique identifier of the email message to reply to.
    • (Optional) confirmNonInbox – Set to true only after you have explicitly confirmed you want to reply to a message that is not in the Inbox (for example Sent Items, or Drafts).
    • (Optional) toRecipients – Override recipients as a JSON string array. If not provided, the reply goes to the original sender. Format: [{'emailAddress': {'address': 'user@company.com'}}]. Provide as a JSON string (Python-style with single quotes is supported).
  • Example prompts
    • Reply to the last email from Sarah saying "Thanks for the update".
    • Send a reply to the contract thread confirming my approval.
    • Reply to John's email and copy the rest of the team.
outlook_mail_send – Send a new email from the user's Microsoft Outlook account.
  • When to use
    • Send new emails to one or more recipients from your Outlook.
    • Compose emails with HTML or plain text body.
    • Send emails with CC and BCC recipients.
    • Set email importance level.
  • Parameters
    • subject – The subject line of the email.
    • toRecipients – List of primary recipients as a JSON string array. Provide as a JSON string (Python-style with single quotes is supported).
      • Single recipient – [{'emailAddress': {'address': 'user@company.com'}}]. 
      • With name – [{'emailAddress': {'name': 'John Doe', 'address': 'john@company.com'}}]. 
    • (Optional) bccRecipients – List of BCC recipients as a JSON string array. Same format as toRecipients. Provide as a JSON string (Python-style with single quotes is supported).
    • (Optional) body – Alias for bodyContent. The email body content, plain text or HTML. Use bodyContent instead when possible.
    • (Optional) bodyContent – The email body content, plain text or HTML markup. 
      • For plain text – "Hi team, here is the update." 
      • For HTML – "<h1>Title</h1><p>Body paragraph</p>".
    • (Optional) bodyContentType – Content type of the email body. Values: Text or HTML. Default: Text. Set to HTML when bodyContent contains HTML markup.
    • (Optional) ccRecipients – List of CC recipients as a JSON string array. Same format as toRecipients. Provide as a JSON string (Python-style with single quotes is supported).
    • (Optional) importance – Importance level of the email. Values: low, normal, and high.
    • (Optional) saveToSentItems – Whether to save the sent email in the Sent Items folder (default: true).
  • Example prompts
    • Send an email to John with the subject "Project Update" and body "Here is the latest".
    • Email the marketing team about the Q4 results.
    • Send a high importance email to my manager with the weekly report.
outlook_people_search – Search for people relevant to you.
  • When to use
    • Find a person by name to send them a Teams chat message.
    • Find contact information for a colleague by name.
    • Look up a person's email, phone, title, or department.
    • Discover people the user frequently collaborates with.
    • Search for people by name or email address.
  • Parameters
    • (Optional) filter – OData filter expression (for example, personType/class eq 'Person').
    • (Optional) search – Search query for fuzzy name or email matching. Example: John Smith or john@company.com.
    • (Optional) select – Comma-separated list of fields to return (for example, displayName,scoredEmailAddresses,jobTitle).
    • (Optional) top – Maximum number of people to return (default: 10).
  • Example prompts
    • Find John Smith in the company directory.
    • What is Sarah's email address?
    • Search for people in the marketing department.
outlook_settings_get_mail_tips – Get mail tips for one or more recipients to check their availability, Out of office (OOO) status, and mailbox restrictions.
  • When to use
    • Check if someone is out of office before emailing them.
    • Verify recipient mailbox status (full or restricted).
    • Check auto-reply messages for multiple people at once.
    • Determine if a distribution list is moderated.
  • Parameters
    • emailAddresses – Email addresses to check as a JSON string array. Provide as a JSON string (Python-style supported).
      • Single – `"['john@company.com']. 
      • Multiple – ['alice@co.com', 'bob@co.com']. 
    • (Optional) mailTipsOptions – Types of mail tips to retrieve as a JSON string array. Example: ['automaticReplies', 'mailboxFullStatus']. If not specified, defaults to automaticReplies. Provide as a JSON string (Python-style supported).
  • Example prompts
    • Check if John is out of office before I email him.
    • Can you get the mail tips for the marketing team distribution list?
    • Check if Alice's mailbox is full.
outlook_settings_get_mailbox – Get your mailbox settings.
  • When to use
    • Check if you have out-of-office or automatic replies enabled.
    • View your working hours and timezone.
    • Get your language and date format preferences.
    • Check the current OOO message content.
  • Parameters
    • (Optional) select – Comma-separated list of settings to return. Options: automaticRepliesSetting, timeZone, language, workingHours, dateFormat, and timeFormat.
  • Example prompts
    • What are my current mailbox settings?
    • Check if my out-of-office is currently turned on.
    • What timezone is my mailbox set to?
outlook_settings_set_automatic_replies – Configure your automatic replies (out of office).
  • When to use
    • Turn on or off out-of-office automatic replies.
    • Set the internal and external reply messages.
    • Schedule automatic replies for a specific date range.
    • Configure who receives external replies.
  • Parameters
    • status – Automatic replies status. Values: disabled, alwaysEnabled, and scheduled.
    • (Optional) externalAudience – Who receives the external reply. Values: none, contactsOnly, or all.
    • (Optional) externalReplyMessage – Reply message for people outside your organization. Supports HTML formatting.
    • (Optional) internalReplyMessage – Reply message for people inside your organization. Supports HTML formatting.
    • (Optional) scheduledEndDateTime – End time for scheduled replies as JSON string. Format: {'dateTime': '2025-04-21T00:00:00', 'timeZone': 'America/New_York'}. Required when status is scheduled.
    • (Optional) scheduledStartDateTime – Start time for scheduled replies as JSON string. Format: {'dateTime': '2025-04-14T00:00:00', 'timeZone': 'America/New_York'}. Required when status is scheduled.
  • Example prompts
    • Turn on my out of office replies with the message "I am on vacation".
    • Schedule my automatic replies for next week from Monday to Friday.
    • Turn off my out of office automatic replies.

Microsoft Teams tools

teams_chat_create_chat – Create a new Microsoft Teams chat (1:1 or group).
  • When to use
    • Start a new 1:1 chat with someone (or get the existing one).
    • Create a group chat with multiple people.
    • Get the chatId needed to send a message to a person.
  • Parameters
    • memberUserIds – Comma-separated list of user IDs (Azure AD object IDs or email addresses) for the chat members. For 1:1 chats, provide exactly 2 IDs (the authenticated user and the other person). For group chats, provide at least 2 IDs. Example: 8b081ef6-4792-4def-b2c9-c363a1bf41d5, 82af01c5-f7cc-4a2e-a728-3a5df21afd9d.
    • (Optional) chatType – Type of chat to create. Values: oneOnOne or group. Defaults to oneOnOne if not specified.
    • (Optional) topic – Title or topic for the chat. Only supported for group chats. Ignored for 1:1 chats. Example: Project Planning.
  • Example prompts
    • Start a new chat with john.doe@company.com.
    • Create a group chat with Alice, Bob, and Charlie.
    • Set up a new Teams chat titled "Project Planning" with the marketing leads.
teams_chat_list_chats – List your 1:1 and group chats in Microsoft Teams.
  • When to use
    • List your recent chats.
    • Filter chats by chat type (oneOnOne, group, or meeting).
    • Expand chat details to include members or last message preview.
    • Paginate through your chat list.
  • Parameters
    • (Optional) expand – Comma-separated list of related entities to expand. Supported values: members and lastMessagePreview. Example: members,lastMessagePreview.
    • (Optional) filter – OData filter expression for filtering chats. Example: chatType eq 'oneOnOne' or chatType eq 'group'.
    • (Optional) orderBy – Field to order results by. Example: lastUpdatedDateTime desc.
    • (Optional) skip – Number of chats to skip for pagination.
    • (Optional) top – Maximum number of chats to return (max 50).
  • Example prompts
    • Show me my recent Teams chats.
    • List my group chats in Teams.
    • Get the last 10 1:1 chats I had.
teams_chat_list_messages – List messages in a specific Microsoft Teams chat (1:1, group, or meeting chat).
  • When to use
    • Read recent messages in a 1:1 direct message conversation.
    • View chat history for a group chat.
    • Get the latest messages from a meeting chat.
    • Get messages with sender information.
  • Parameters
    • chatId – The unique identifier of the chat to retrieve messages from. Example: 19:abc123@thread.v2.
    • (Optional) top – Maximum number of messages to return (default 20, max 50).
  • Example prompts
    • Show me the recent messages from my chat with John.
    • Read the last 10 messages from the Q3 Planning group chat.
    • What did we discuss in the recent meeting chat?
teams_chat_search_chats – Search Microsoft Teams chats by keyword.
  • When to use
    • Find chats about a specific topic or project.
    • Find a specific group or meeting chat with a person.
    • Locate chats containing specific keywords in recent messages.
    • Filter search results by chat type (oneOnOne, group, or meeting).
  • Parameters
    • query – Search keyword to match against chat topics, participant names, and last message content. Example: project update or John Smith.
    • (Optional) chatType – Filter results by chat type. Values: oneOnOne, group, or meeting. If not specified, all chat types are searched.
    • (Optional) top – Maximum number of matching chats to return (default 10, max 200).
  • Example prompts
    • Search my Teams chats for "budget review".
    • Find the group chat I have with Sarah about the Q2 launch.
    • Look for any recent chats mentioning the new design.
teams_chat_send_message – Send a message in a Microsoft Teams chat.
  • When to use
    • Send a text or HTML message in a Teams chat.
    • Send messages with different importance levels.
    • Communicate with individuals or groups via chat.
  • Parameters
    • body – The message content to send. Pass the message text directly as a string. For formatted messages, use HTML tags like <b>, <em>, <br>, <ul>/<li>. Markdown formatting (**bold**, *italic*, - lists) is also supported and are automatically converted to HTML. Examples: Hello, how are you?, <p>Here is the <b>update</b>.</p>, **Important**: Please review the document..
    • chatId – The unique identifier of the chat to send the message to. Example: 19:abc123@thread.v2.
    • (Optional) importance – Importance level of the message. Values: normal, high, or urgent.
  • Example prompts
    • Send a message to John saying "Hello, how are you?".
    • Post a high importance message in the Q3 Planning chat.
    • Send a quick update to the marketing group chat.
teams_chat_summarize – Retrieve and format a Microsoft Teams chat conversation for summarization.
  • When to use
    • Get a summary of a chat conversation.
    • Review what was discussed in a specific chat.
    • Catch up on a chat you missed.
    • Get an overview of chat participants and activity.
  • Parameters
    • chatId – The unique identifier of the chat to summarize. Use teams_chat_list_chats or teams_chat_search_chats to find the chat ID. Example: 19:abc123@thread.v2.
    • (Optional) messageCount – Number of recent messages to include in the summary (default 50, max 500). Use a lower number for a quick overview.
  • Example prompts
    • Summarize my recent chat with Sarah.
    • What was decided in the Project Alpha group chat?
    • Give me a recap of the last 20 messages in the design sync chat.
teams_list_channel_messages – List messages in a Microsoft Teams channel (not a 1:1 or group chat).
  • When to use
    • When you want to find information in a channel.
    • You already have both a teamId and a channelId.
  • Parameters
    • channelId – The ID of the channel to list messages from. Use teams_list_channels to find the channel ID.
    • teamId – The ID of the team containing the channel. Use teams_list_joined_teams to find the team ID.
    • (Optional) top – Maximum number of messages to return (default: 20, max: 50).
  • Example prompts
    • Show me the latest messages in the General channel of the Marketing team.
    • What was posted recently in the Engineering team's announcements channel?
    • Fetch the last 10 messages from the Design channel.
teams_list_channels – List channels in a Microsoft Teams team.
  • When to use
    • Get all channels in a team.
    • Find a specific channel by name.
    • View channel types (standard, private, or shared).
    • Discover available channels to post messages in.
  • Parameters
    • teamId – The ID of the team to list channels from. Use teams_list_joined_teams to find the team ID.
    • (Optional) filter – OData filter expression. Example: startswith(displayName,'General').
  • Example prompts
    • What channels are in the Sales team?
    • List all the channels for the Engineering group.
    • Find the Announcements channel in the HR team.
teams_list_joined_teams – List Microsoft Teams you have joined.
  • When to use
    • Get all teams you belong to.
    • Find a specific team by name or description.
    • Paginate through a large list of teams.
    • Check which teams you have access to.
  • Parameters
    • (Optional) filter – OData filter expression. Example: startswith(displayName,'Marketing').
    • (Optional) skip – Number of teams to skip for pagination.
    • (Optional) top – Maximum number of teams to return.
  • Example prompts
    • List all the Teams I belong to.
    • Which Teams am I a member of?
    • Find the Marketing team in my Teams list.
teams_list_tags – List all tags defined in a Microsoft Teams team.
  • When to use
    • View all tags in a team.
    • Find tag names for mentioning groups of people.
    • Check how many members belong to each tag.
    • Discover organizational groupings within a team.
  • Parameters
    • teamId – The ID of the team to list tags for. Use teams_list_joined_teams to find the team ID.
  • Example prompts
    • List all tags in the Marketing team.
    • What tags are available in this team?
    • Show me the tags for the Engineering team.
teams_list_team_members – List members of a Microsoft Teams team.
  • When to use
    • View all members of a specific team or channel.
    • Check member roles (owner, member, or guest) within a team.
    • Paginate through a large team's membership.
  • Parameters
    • teamId – The ID of the team to list members from. Use teams_list_joined_teams to find the team ID.
    • (Optional) filter – OData filter expression on displayName only. Example: startsWith(displayName,'John'). Only displayName is supported, do not use mail or email.
    • (Optional) nextLink – Pagination URL from a previous response.
    • (Optional) top – Maximum number of members to return.
  • Example prompts
    • List all members of the Marketing team.
    • Who is in the Engineering team?
    • Find members named John in the Sales team.
teams_presence_get_batch – Get the presence or availability status for multiple users at once in Microsoft Teams.
  • When to use
    • Check availability of multiple team members at once.
    • Get presence status for an entire team or group.
    • Monitor availability of key contacts.
    • Find who is available for a meeting.
  • Parameters
    • ids – JSON string array of user IDs (GUIDs) to get presence for. Format: ['id1', 'id2', 'id3']. Provide as a JSON string (Python-style with single quotes is supported).
  • Example prompts
    • Check the status of these team members.
    • Are John and Sarah available right now?
    • Get the presence for the whole group.
teams_presence_get_user – Get the presence or availability status for a specific user in Microsoft Teams.
  • When to use
    • Check if a user is available before messaging them.
    • See a colleague's current status (busy, away, and so on).
    • Check if someone is in a meeting or out of office.
    • View out-of-office settings and messages.
  • Parameters
    • userId – The user ID (GUID) or user principal name (email address) of the user whose presence to retrieve.
  • Example prompts
    • Is John available right now?
    • Check if Sarah is currently in a meeting.
    • What is the status of bob@company.com?
teams_reply_channel_message – Reply to a message in a Microsoft Teams channel.
  • When to use
    • Reply to a specific channel message.
    • Continue a threaded conversation in a channel.
    • Send text or HTML replies to channel messages.
  • Parameters
    • body – Reply body as a JSON string with contentType and content fields. Format: {'contentType': 'text', 'content': 'Your reply here'} or {'contentType': 'html', 'content': '<p>HTML reply</p>'}. Provide as a JSON string (Python-style with single quotes is supported).
    • channelId – The unique identifier of the channel. Example: 19:channel123@thread.tacv2.
    • messageId – The unique identifier of the message to reply to. Example: 1234567890.
    • teamId – The unique identifier of the team. Example: ab1c2d3e-4f56-7890-abcd-ef0123456789.
  • Example prompts
    • Reply to that channel message with 'Thanks for sharing!'.
    • Add a reply to the announcement saying I approve.
    • Reply to the latest post in the General channel.
teams_send_channel_message – Send a message to a Microsoft Teams channel.
  • When to use
    • Post a message in a Teams channel.
    • Send announcements to a channel.
    • Share information with the team through a channel.
    • Send formatted (HTML) messages to a channel.
  • Parameters
    • body – The message content to send. Pass the message text directly as a string. For formatted messages, use HTML tags like <b>, <em>, <br>, <ul>/<li>, and <ol>/<li>. Markdown formatting (**bold**, *italic*, - lists, and 1. numbered lists) is also supported and will be automatically converted to HTML. Examples: Hello team!, <p>Here is the <b>update</b>.</p>, and **Important**: Please review the document..
    • channelId – The ID of the channel to send the message to. Use teams_list_channels to find the channel ID.
    • teamId – The ID of the team containing the channel. Use teams_list_joined_teams to find the team ID.
    • (Optional) importance – Importance level of the message. Values: normal, high, or urgent.
    • (Optional) subject – Optional subject line for the message.
  • Example prompts
    • Post a message to the General channel saying 'Hello team'.
    • Send an urgent announcement to the Marketing channel.
    • Post the weekly update to the team channel.

Architecture

Authentication and security

  • Microsoft Azure AD – Secure authentication through Azure Active Directory.
  • MSAL integration – Microsoft Authentication Library for token management.
  • OAuth 2.0 – Industry-standard authentication and authorization.
  • Device code flow – Secure authentication without password storage.

API integration

  • Microsoft Graph API – Unified endpoint for Microsoft 365 services.
  • REST API – Standard HTTP-based API communication.
  • Batch operations – Efficient bulk operations for improved performance.
  • Real-time updates – Support for webhooks and change notifications.

Supported Microsoft 365 services

Core services

  • Azure Active Directory – Identity and access management.
  • OneDrive for Business – Cloud file storage and sync.
  • SharePoint Online – Collaboration and document management.

Data types

  • User profiles – Personal and organizational information.
  • Files and folders – Documents, images, and media files.
  • SharePoint lists – Structured data and custom content types.

API permissions

Application permissions (app-only access)

  • Files.ReadWrite.All – Access and write all files.
  • Sites.ReadWrite.All – Access and write all SharePoint sites.
  • Calendars.ReadWrite – Access and write to all Calendars. Optimizely recommends using delegated permissions instead of Calendars.ReadWrite (application-level) because application-level calendar access grants write permission to all users' calendars in the tenant without user consent.

Delegated permissions (user context)

  • Files.ReadWrite – Access user's files.
  • Sites.ReadWrite.All – Access SharePoint sites.
  • Calendars.Read – Access to your Calendar.
  • Calendars.Read.Shared – Access to your Calendar and shared Calendars.
  • Calendars.ReadWrite – Access and write to your Calendar.
  • Calendars.ReadWrite.Shared – Access and write to your Calendar and shared Calendars.

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications.