Connect Word Online to AI agents

Connect Word Online to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

document_checkin_checkout

Check In/Out Document

Check in or check out a Word document in OneDrive for Business or SharePoint. **Check out** locks the document to prevent others from editing it. **Check in** unlocks the document and makes your changes visible to others.

document_preview

Document Preview

Get a short-lived embeddable preview URL for a Word document stored in SharePoint or OneDrive for Business. The returned URL can be embedded in an iframe to display a temporary read-only preview of the document.

list_permissions

List Permissions

List all sharing permissions on a Word document or file in OneDrive or SharePoint. Returns all permissions including sharing links and direct user grants. Optionally remove a specific permission.

get_document

Get Document

Retrieve metadata and details for a Word document or file stored in OneDrive or SharePoint. Look up a document by its item ID or by its full path within the drive. Returns file metadata including name, size, URLs, and modification history.

document_versions

Document Versions

List or restore previous versions of a Word document in OneDrive or SharePoint. By default, lists all available versions. Optionally, provide a version ID to restore the document to that specific version.

create_folder

Create Folder

Create a new folder in OneDrive or SharePoint. Specify a parent folder ID to create a nested folder, or omit it to create at the drive root. If a folder with the same name already exists, the new folder will be automatically renamed.

list_documents

List Documents

List files and folders within a specific folder in OneDrive or SharePoint. If no folder ID is provided, lists items at the drive root. Returns all child items with their metadata.

create_upload_session

Create Upload Session

Create a resumable upload session for uploading large files (>4MB) to OneDrive or SharePoint. Returns an upload URL that accepts byte range uploads. Use this for large Word documents or other files that exceed the 4MB direct upload limit.

download_document

Download Document

Get a pre-authenticated download URL for a Word document or file stored in OneDrive or SharePoint. The returned URL can be used to download the file content directly. Optionally convert the document to PDF format.

search_documents

Search Documents

Search for Word documents and files across OneDrive or SharePoint by name, content, or metadata. Uses Microsoft Graph's search to find matching files.

remove_permission

Remove Permission

Remove a sharing permission from a Word document or file in OneDrive or SharePoint. Revokes a specific sharing link or user invitation by its permission ID.

manage_document

Manage Document

Perform file management operations on a Word document or file in OneDrive or SharePoint. Supports **renaming**, **moving** to a different folder, **copying**, and **deleting** files. Specify the desired action and provide the relevant parameters.

upload_document

Upload Document

Upload or create a new document in OneDrive or SharePoint. Supports small file uploads by providing content directly. Specify the target location by either a parent folder ID or folder path, along with the desired file name. For large files, use the **Create Upload Session** tool instead.

share_document

Share Document

Share a Word document or file by creating a sharing link or inviting specific users. Supports creating **view-only** or **edit** sharing links, and sending sharing invitations to specific email addresses with custom messages.

More integrations teams use with Word Online

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.

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.

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.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Technical notes for Word Online

Manage Word documents stored in OneDrive and SharePoint via Microsoft Graph. Upload, download, create, copy, move, rename, and delete Word documents. Convert documents to PDF. Share documents with view or edit permissions via links or user invitations. Retrieve version history and restore previous versions. Check in and check out documents to control editing access. Search for documents by name, content, or metadata. Generate document previews and thumbnails. Subscribe to webhook-based change notifications for file updates in drive folders.

Connect Word Online to production AI agents

See how Metorial gives Word Online access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Word Online to AI agents with Metorial.

  1. Can Metorial connect Word Online to AI agents?
    Yes. Metorial connects AI agents to Word Online through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.