manage_message
Manage Email
Perform actions on an existing email message: reply, reply all, forward, move to a folder, update properties (read status, importance, categories, flag), or delete. Use the **action** field to specify the operation.
Supported Tools
send_message
Send Email
Send an email message from the authenticated user's mailbox. Supports recipients (to, cc, bcc), HTML or plain text body, importance level, reply-to addresses, and file attachments. The message is saved to Sent Items by default.
create_contact
Create Contact
Create a new contact in the authenticated user's contact book. Supports all standard contact fields including name, email, phone numbers, company info, and addresses. Optionally specify a contact folder.
create_draft
Create Draft
Create a draft email message in the Drafts folder. The draft can later be sent using the **Manage Email** tool or edited further. Useful for composing messages that need review before sending.
manage_contact
Manage Contact
Update or delete an existing contact. Use **action** to specify the operation. For updates, only the provided fields will be changed.
get_event
Get Calendar Event
Retrieve the full details of a specific calendar event by its ID, including the complete body, attendees with response status, recurrence pattern, and online meeting information.
get_contact
Get Contact
Retrieve the full details of a specific contact by ID, including all email addresses, phone numbers, addresses, company information, and personal notes.
create_event
Create Calendar Event
Create a new calendar event or meeting. Supports attendees, location, online meeting generation, recurrence patterns, reminders, and more. When attendees are specified, meeting invitations are automatically sent.
list_calendars
List Calendars
List all calendars available to the authenticated user, including the default calendar and any additional calendars for work, family, etc. Returns calendar metadata and permission details.
list_events
List Calendar Events
List calendar events from the authenticated user's calendar. Supports filtering by date range (calendar view), specific calendar, and OData filters. When **startDateTime** and **endDateTime** are provided, uses the calendarView endpoint which expands recurring events into individual occurrences.
create_task
Create Task
Create a new task in a Microsoft To Do task list. Supports title, body, due date, reminder, importance, status, categories, and recurrence.
get_message
Get Email
Retrieve the full details of a specific email message by its ID, including the complete body content, all recipients, and attachment metadata.
list_tasks
List Tasks
List tasks from a specific Microsoft To Do task list. Supports filtering and pagination. Returns task summaries with status, due dates, and importance.
list_task_lists
List Task Lists
List all Microsoft To Do task lists for the authenticated user. Returns the list name, ID, ownership, and sharing status. Task lists organize tasks by category or purpose.
list_mail_folders
List Mail Folders
List mail folders in the authenticated user's mailbox. Returns built-in folders (Inbox, Drafts, Sent Items, etc.) and custom folders with item counts. Optionally list child folders of a specific parent folder.
list_contacts
List Contacts
List contacts from the authenticated user's contact book. Supports filtering by folder, searching by keyword, and pagination. Returns contact summary information.
find_meeting_times
Find Meeting Times
Find available meeting time slots based on attendee availability and time constraints. Suggests optimal times when all or most attendees are free. Useful for scheduling meetings with multiple participants.
manage_event
Manage Calendar Event
Update, respond to, or delete a calendar event. Use **action** to specify the operation: **update** to modify event properties, **respond** to accept/tentatively accept/decline the event, or **delete** to remove it.
manage_task
Manage Task
Update or delete a Microsoft To Do task. Use **action** to specify the operation. For updates, only the provided fields will be changed. Supports changing title, status, due date, importance, and more.
list_messages
List Emails
List email messages from the authenticated user's mailbox. Supports filtering by folder, searching by keyword, ordering, and pagination. Use OData filter syntax for advanced filtering (e.g., `isRead eq false`). Returns message previews with metadata.
get_my_profile
Get My Profile
Retrieve the authenticated Outlook user's Microsoft Graph profile, including name, email address, job title, phone numbers, office location, and preferred language.
More integrations teams use with Microsoft Outlook
Slack
Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.
Linear
Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.
GitHub
Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.
Sharepoint
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Discord
Send, edit, and delete messages in channels. Manage servers (guilds), channels, roles, members, invites, webhooks, threads, scheduled events, auto moderation rules, audit logs, application commands, and custom guild emojis. Add or remove users, assign roles, kick or ban members, and receive supported message, guild, channel, member, and inbound webhook triggers.
Airtable
Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.
How to use Microsoft Outlook on Metorial
Analyze Tableau Dashboard Usage and Report Access Anomalies via Email
BI and data governance teams need visibility into who is accessing sensitive Tableau dashboards and whether permissions are correctly scoped. This workflow audits Tableau workbook permissions, identifies users with access beyond their role, and sends a summary report to the data governance team via Outlook.
Automate Salesforce Opportunity Updates from Email Conversations
Revenue teams lose deal context when key email exchanges never make it back to Salesforce. This workflow searches Outlook for recent email threads related to open opportunities, summarizes the key developments, and updates the corresponding Salesforce opportunity records to keep the CRM accurate.
Compile Wealth Management Client Briefings from Web Research and Outlook Calendar
Before a client meeting, automatically research the client's company and portfolio context online, pull upcoming calendar details from Outlook, and compile a structured pre-meeting briefing for the advisor.
Coordinate Client Meeting Scheduling Across Calendly and Outlook
Advisors and client-facing teams waste time juggling availability windows and sending manual calendar invites. This workflow checks Calendly availability, finds open time slots that work for both parties, books the meeting, and creates a corresponding Outlook calendar event with all necessary details.
Distribute Outlook Meeting Summaries to Slack After Calls
After calendar meetings conclude, retrieve the calendar event details and any associated email threads in Outlook, generate a concise summary of discussion points and actions, and post it to the relevant Slack channel.
Finance Procurement Request Processing
When a procurement request arrives by email, validate the vendor IBAN, check currency exchange rates for international payments, create a tracked task in Outlook, and notify the finance team in Microsoft Teams.
Generate Azure Repos Pull Request Summaries and Post to Microsoft Outlook
After a pull request is completed in Azure Repos, automatically generate a plain-language change summary and email it to the relevant stakeholders via Microsoft Outlook so non-technical recipients stay informed.
Manage SharePoint Document Access During Employee Offboarding
When employees leave, IT and HR teams need to revoke document access across SharePoint quickly to prevent unauthorized data access. This workflow reviews the departing employee's SharePoint permissions across sites and document libraries, removes their access, and logs the changes for compliance records.
Microsoft Outlook Meeting Scheduling with Asana Task Follow-up
Find optimal meeting times for client or internal meetings using Outlook availability data, create calendar events, and automatically generate follow-up Asana tasks from the meeting agenda so action items are tracked from the moment the meeting is scheduled.
Outlook Email Triage and Task Creation for Operations Teams
Process an inbox of incoming operational requests, categorize each email by request type, create tracked tasks with due dates, and send acknowledgment replies so requestors know their request is in the queue.
Research Prospects and Draft Outreach Emails via Outlook
Before a sales rep's first call, automatically research a target account online, compile key talking points, and draft a personalized outreach email ready to review in Microsoft Outlook.
Sync Affinity Deal Pipeline Updates to Slack and Schedule Follow-Up Meetings via Outlook
When a deal in Affinity moves to a key stage such as term sheet or due diligence, the agent posts a pipeline update to the deal team's Slack channel and schedules a follow-up meeting with the relevant contacts via Microsoft Outlook.
Triage Incoming Emails in Microsoft Outlook and Create Jira Tasks for Action Items
The agent monitors an Outlook inbox for emails requiring action, extracts commitments and deadlines from the message body, creates corresponding Jira tasks, and marks the emails as categorized so they do not get missed.
Wealth Management Client Meeting Preparation
Before an advisor meeting, retrieve the client's Salesforce record, search for recent relevant news about their holdings or industry, and compile a structured briefing document so the advisor arrives fully prepared.
Technical notes for Microsoft Outlook
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Frequently asked questions
Common questions about connecting Microsoft Outlook to AI agents with Metorial.
Can Metorial connect Microsoft Outlook to AI agents?
Yes. Metorial connects AI agents to Microsoft Outlook through a governed integration layer, so teams can use the provider while keeping access controlled and observable.Does the Microsoft Outlook integration work with MCP?
Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.How does Metorial control access to Microsoft Outlook?
Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.Can teams trace Microsoft Outlook activity from agents?
Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.