Sharepoint MCP server

Connect Sharepoint to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

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What you can do with the Sharepoint MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get site tool in Sharepoint
  • Use the manage list tool in Sharepoint
  • Use the manage columns tool in Sharepoint
  • Use the manage file tool in Sharepoint
  • Use the search drive tool in Sharepoint
  • Use the get file versions tool in Sharepoint

Supported Tools

get_site

Get Site

Retrieve detailed information about a SharePoint site. Look up a site by its ID, hostname and path, or get the root site. Also supports listing subsites of a given site.

manage_list

Manage List

Create, read, update, or delete SharePoint lists within a site. Also supports listing all lists on a site. Lists are the foundation for data storage in SharePoint and can represent custom business data, contact lists, task trackers, and more.

manage_columns

Manage Columns

List, create, update, or delete column definitions (fields) on a SharePoint list. Columns define the schema and metadata structure of a list; this tool does not set values on list items. Supports various column types including text, number, boolean, dateTime, choice, currency, personOrGroup, and hyperlinkOrPicture.

manage_file

Manage File

Upload, download, move, copy, rename, or delete files and folders in a SharePoint document library. Also supports creating folders and listing folder contents. Use this for all file and folder operations within document libraries.

search_drive

Search Drive

Search for files and folders within a specific SharePoint document library (drive). Uses the OneDrive search API scoped to a single drive. Returns matching items with their metadata.

get_file_versions

Get File Versions

Retrieve the version history of a file in a SharePoint document library. Returns all versions with their IDs, timestamps, and authors. Useful for auditing changes or rolling back to a previous version.

list_sites

List Sites

Search for SharePoint sites by keyword, or list subsites of a given site. Returns a list of matching sites with their IDs and URLs.

manage_permissions

Manage Permissions

View, grant, and revoke permissions on SharePoint files and folders. Create sharing links, invite users with specific roles, list current permissions, or remove a permission. Works with drive items in document libraries.

search

Search

Search across SharePoint content using the Microsoft Search API. Search for files, folders, lists, list items, or sites using KQL (Keyword Query Language) queries. Supports filtering by entity type and pagination.

get_drive

Get Drives

Retrieve document libraries (drives) for a SharePoint site. Can get the default drive, a specific drive by ID, or list all drives on a site. Drives are the containers for files in SharePoint.

manage_list_items

Manage List Items

Full CRUD operations on SharePoint list items. Use this tool to create, read, update, delete, or list items in a SharePoint list, including setting or changing column values on a specific item. Supports OData filtering and ordering when listing items. Field values match the list's column schema, including Hyperlink/URL column values.

get_content_types

Get Content Types

Retrieve content types and site columns for a SharePoint site. Content types define reusable schemas for lists and libraries. Site columns are reusable field definitions that can be added to content types and lists.

get_site_user

Get Site User

Resolve a user email or UPN to the numeric SharePoint site-scoped user ID required for Person/Group list column LookupId fields.

Connect Sharepoint to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Sharepoint in Metorial. In your Metorial portal, enable the Sharepoint MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Sharepoint tools.

Full Sharepoint + Claude setup guide

Run Sharepoint through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Sharepoint and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Sharepoint tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Sharepoint

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically.

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.

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

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. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

How to use Sharepoint on Metorial

Audit SharePoint Document Permissions Across Sites and Report Violations

Scan SharePoint sites and document libraries to identify files with overly broad sharing permissions or unexpected external access, compile an audit report, and send it to the compliance team via email.

Auto-Generate OpenAI Embeddings for SharePoint Documents to Power Search

The agent scans a SharePoint document library for new or recently updated files, extracts their text content, generates embeddings via OpenAI, and stores them in a vector store to enable semantic search across the knowledge base.

Build and Maintain a SharePoint Knowledge Base from Slack Conversations

Identify valuable answers and decisions shared in Slack channels, extract the content, and save it as organised documents in SharePoint so institutional knowledge is preserved and searchable across the organisation.

Compile Competitive Intelligence Reports from Web Research into SharePoint

The agent searches the web for competitor product updates, pricing changes, and press coverage, extracts structured intelligence from the top sources, and saves a formatted competitive report to a SharePoint document library for the product and sales teams.

Create SharePoint Knowledge Base Articles from Slack Conversations

When a complex question gets resolved in Slack, automatically extract the Q&A thread, format it as a structured knowledge base article, and publish it to the appropriate SharePoint site for future reference.

Generate Client-Ready Audit Summaries from 21Risk Data

Compliance managers at business services firms spend hours extracting audit findings from 21Risk and formatting them for client reports. This workflow retrieves audit data, corrective actions, and compliance status for a site, then compiles a structured summary ready for client review.

Legal Document Search and Matter Research Across SharePoint

Search SharePoint document libraries for contracts, precedents, and matter files by keyword or matter number, extract relevant content, and compile a structured research summary for attorneys reviewing a specific matter.

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.

Technical notes for Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.

Frequently asked questions

Common questions about connecting Sharepoint to AI agents with Metorial.

  1. How many tools does the Sharepoint MCP server have?
    The Sharepoint MCP server exposes 13 tools, including Get Site, Manage List, Manage Columns. Each one is governed and traced through Metorial.
  2. Sharepoint exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Sharepoint MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Sharepoint and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Sharepoint MCP server yourself or use the hosted gateway.

Connect Sharepoint to production AI agents

See how Metorial gives your team governed access to Sharepoint, with tracing and security controls built in.

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