oto.cx
sharepoint

microsoft

sharepoint.

A SharePoint site of the organization, and its document libraries.

ajouter à otoauth : —prefix : sharepoint_*

setup & usage

⚠ connect with your Microsoft 365 account

on the "SharePoint & OneDrive" card, click Authorize SharePoint & OneDrive and choose your work account. Nothing else to install or register. The account itself is the "Microsoft 365 account" connector: SharePoint & OneDrive borrows it and only adds its own permissions (files and sites).

  • the agent acts with your rights: it sees your OneDrive, the SharePoint sites and the files shared with you, no more, no less. Each person in the org connects their own account
  • work or school accounts only: a personal Microsoft account (outlook.com, hotmail) has no SharePoint of its own — unless a client invited it into THEIR Microsoft 365: then fill in Client directory at connection (the client's domain, or the address of one of its SharePoint sites; see the "Microsoft 365 account" connector)
  • ⚠️ many organizations require a Microsoft 365 administrator to authorize oto a first time. If Microsoft shows "admin approval required", the card comes back with that reason: an administrator approves oto once for the whole organization (see the "Microsoft 365 account" connector), then everyone can connect
  • the connection lasts over time; it drops if the password changes, if the organization revokes it or after a long inactivity: the card then says which account is "to reconnect", the others keep working
  • several Microsoft accounts (yours, the one a client gives you): connect them one after the other, Microsoft lets you choose the account each time. Each one is added to the others, named by its address; reconnecting with the same account only replaces its own. An account linked for another Microsoft service only needs to authorize this one. To remove one, remove its row on the "Microsoft 365 account" card: the others stay
    • ▸ find, read, drop a document
  • "my files" → sharepoint_file(): the root of your OneDrive; path="Folder/Subfolder" to go down
  • "in the client's Microsoft 365" → the same call with _account="me@fabrikam.com" (the linked account's address); without _account, it is the default account. Each response recalls in _account the account that was used
  • "the Marketing site" → sharepoint_site(query="Marketing"), or by its address: sharepoint_site(op="get", url="https://contoso.sharepoint.com/sites/Marketing")
  • "its document libraries" → sharepoint_site(op="drives", site_id="…"); each returned id is a drive_id
  • "the content of this folder" → sharepoint_file(drive_id="…", path="Contracts/2026")
  • "Marie's OneDrive" → sharepoint_file(user="marie@contoso.com"), if she shared it with you
  • "find the Dupont contract" → sharepoint_file(op="search", query="Dupont contract") in your OneDrive, or with drive_id= in a library
  • "read this document" → sharepoint_file(op="download", drive_id="…", item_id="…"): a Word or PowerPoint comes back as text (converted to PDF by Microsoft), an Excel as CSV, a PDF as text
  • each response is a trimmed view (name, size, type, folder, link, last modified); full=true returns the complete Microsoft Graph object
  • "drop this meeting report" → sharepoint_file(op="upload", drive_id="…", path="Meeting reports", name="cr-2026-10-01.md", content_text="…"); a binary file in content_base64; a file you never held (a PDF of several MB from the project, a signed URL another tool returned) in source={"kind":"project_file","project_id":…,"file_id":…} or {"kind":"url","url":"https://…"} — the server fetches it, same 25 MB limit, name defaults to the source's filename
    • · what is misleading
  • ⚠️ a 403 does not mean the file doesn't exist: your account has no access to it, or your organization blocks oto
  • ⚠️ search goes through SharePoint's index: a file that was just dropped may not be there yet. To find it right away, list it by its folder
  • ⚠️ a name already taken is refused on upload (conflict="fail", the default): conflict="rename" keeps both, conflict="replace" overwrites
  • site search (op="search") does not find personal OneDrives: for a colleague's, use user=
    • · scope

    files only: sites, libraries, OneDrive; list, search, read (up to 50 MB), upload (up to 25 MB), create a folder. Nothing deletes, moves or shares a file. Outlook mail, the calendar and Teams do not go through this connector.

    ⚙ multiple comptes

    this connector accepts multiple comptes: connecting with another compte adds it alongside the others, named by its address; reconnecting with the same one replaces its own.

  • the first linked compte is the default
  • without specification, the agent takes the only linked compte, otherwise the one marked as default; otherwise the call is refused, naming the available comptes — never a random choice
  • target a compte for a call: _account="<name>" on the tool; list them: oto_identity(op='list', connector='sharepoint')
  • set the default: oto_identity(op='set', connector='sharepoint', identity_id='<name>')
  • ⚠️ no tool walks through the comptes on its own: a total across several comptes is obtained by calling each one (_account) and adding up

    • outils

    chargement…

    utilisation

    claude code — installe le plugin oto — claude plugin marketplace add otomata-tech/oto-plugin — mcp + skill configurés.
    claude.ai — branche mcp.oto.cx/mcp en connecteur custom (guide)
    cli — pipx install oto-cli puis oto sharepoint …
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