Connect your AI agent to SharePoint
SharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate, store, and organize content securely and effectively
Set it up in Melso
- 1In Melso, open Settings → Agent Apps and hit Connect on SharePoint.
- 2Finish the OAUTH2 / S2S_OAUTH2 sign-in in the window that opens. Melso stores the connection, not your credentials.
- 3Open your agent, go to its Agent Apps tab, and allow SharePoint.
- 4Give the agent a task. It calls SharePoint itself when the work needs it.
What SharePoint gives your agent
The tools, permissions, and events SharePoint exposes — the same ones your agent can use once the app is authorized.
What you sign in with
SharePoint connects with OAUTH2 / S2S_OAUTH2.
- Client id
- Client secret
- Tenant ID
- Private Key (PEM)
- Certificate Thumbprint (x5t#S256)
Permissions
Tools SharePoint exposes
Add Attachment to List Item
Tool to add an attachment to a SharePoint list item. Use when you need to upload a binary file as an attachment to a specified list item.
Add Field Link to Content Type
Tool to add a field link to a list content type. Use when you want to associate an existing list field with a content type.
Add Role Assignment to List Item
Tool to add a role assignment to a list item. Use when granting specific permissions to a user or group after breaking inheritance if needed. This action is externally visible and permanently alters item permissions; obtain explicit human approval for the target item and `role_definition_id` before executing.
Add Role Assignment to SharePoint List
Tool to add a role assignment to a SharePoint list. Requires the list to have broken role inheritance first via SHARE_POINT_BREAK_ROLE_INHERITANCE_ON_LIST; inheriting lists will reject unique role assignments. Use when granting permissions to a user or group on a specific list.
Break Role Inheritance on List Item
Tool to break permission inheritance on a list item. Call this before adding new role assignments; adding assignments prior leaves the item still inheriting parent permissions, causing unexpected access behavior. Use when you need to uniquely set permissions on an item after copying or clearing parent assignments.
Break Role Inheritance on List
Breaks permission inheritance on a SharePoint list, allowing you to set unique permissions. When you break inheritance, you can choose to: - Copy parent permissions as a starting point (copy_role_assignments=true) - Start fresh with no inherited permissions (copy_role_assignments=false) - Clear unique permissions on child items to re-inherit from this list (clear_subscopes=true) Use this when you need to manage list-level permissions independently from the site. Must be called before SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST, which fails on lists still inheriting from the parent site.
Check In SharePoint File
Tool to check in a file. Use after uploading or editing a document and you're ready to finalize changes.
Create Content Type
Tool to create a new content type in SharePoint. Use when you need to define a custom content type with specific metadata structure for lists or libraries.
Compare nearby apps
Other Documents connections your agents can use.
Connect to Notion
Notion centralizes notes, docs, wikis, and tasks in a unified workspace, letting teams build custom workflows for collaboration and knowledge management
Connect to Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work - all within a secure, enterprise-grade environment.
Connect to Google Docs
Google Docs is a cloud-based word processor with real-time collaboration, version history, and integration with other Google Workspace apps
Connect to Slackbot
Slackbot gives agents workspace-wide read access to a Slack workspace on behalf of the installing user - search messages and files, browse channel and thread history, and look up users and channels - while continuing to post and react as the bot. Includes direct messages and user email addresses so agents can search across DMs and resolve users by email.
Connect to Discord
An instant messaging and VoIP social platform.
Connect to Figma
A collaborative interface design tool.