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.
Supported Tools
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 columns (fields) on a SharePoint list. Columns define the schema and metadata structure of a list. Supports various column types including text, number, boolean, dateTime, choice, currency, and personOrGroup.
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. Create, read, update, delete, or list items in a SharePoint list. Supports OData filtering and ordering when listing items. Field values match the list's column schema.
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.
More integrations teams use with Sharepoint
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.
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.
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. Subscribe to real-time change events via Change Data Capture and Platform Events. 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. 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.
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 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.
SharePoint Document Library Audit and Permission Review
Audit SharePoint document libraries across sites to identify files with overly broad permissions, review version histories for sensitive documents, and produce a structured access report for compliance review.
Technical notes for 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.
Frequently asked questions
Common questions about connecting Sharepoint to AI agents with Metorial.