How to connect Sharepoint to ChatGPT

1. 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. 2. Add a custom MCP server

   On ChatGPT web, open Plugins, select +, then Add custom MCP server.

3. 3. Paste your Metorial MCP URL

   Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>), choose OAuth and accept the risk notice.

4. 4. Create and install the plugin

   Select Create as a plugin, install it and sign in to load Sharepoint tools.

• Get Site: Retrieve detailed information about a SharePoint site.
• Manage List: Create, read, update, or delete SharePoint lists within a site.
• Manage Columns: List, create, update, or delete column definitions (fields) on a SharePoint list.
• Manage File: Upload, download, move, copy, rename, or delete files and folders in a SharePoint document library.
• Search Drive: Search for files and folders within a specific SharePoint document library (drive).
• Get File Versions: Retrieve the version history of a file in a SharePoint document library.
• List Sites: Search for SharePoint sites by keyword, or list subsites of a given site.
• Manage Permissions: View, grant, and revoke permissions on SharePoint files and folders.
• Search: Search across SharePoint content using the Microsoft Search API.
• Get Drives: Retrieve document libraries (drives) for a SharePoint site.
• Manage List Items: Full CRUD operations on SharePoint list items.
• Get Content Types: Retrieve content types and site columns for a SharePoint site.
• 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.

• Type @ and pick the plugin. The selection applies to that message only, so @mention it again when a follow-up needs fresh Sharepoint data.
• For write actions, ChatGPT may ask you to confirm first, depending on the app permissions and the action.
• Once published for a workspace, ChatGPT keeps a snapshot of the tool list. When your team adds Sharepoint tools in Metorial, an admin refreshes the actions in Workspace settings before they appear.
• You can use several apps in one prompt, for example read Sharepoint data and then create a ticket in another app.

Add custom MCP server is missing

Workspace policy controls it. On Enterprise and Edu, an admin grants the permission to create plugins with MCPs; ask them to enable it for you.

The plugin exists but no tools appear

Creating the plugin is not enough: install it from your plugins, then start a new conversation so ChatGPT loads its tools.

ChatGPT answers without using the tools

Pick the plugin with @ in the composer and name the action you want, for example "use Metorial to look up the latest ticket".

Based on the ChatGPT MCP documentation.