Skip to main content

​
Overview

Enable your agents to access and manage SharePoint sites, lists, and document libraries. Retrieve site information, manage list items, upload and organize files, and streamline your SharePoint workflows with AI-powered automation.

​
Prerequisites

Before using the Microsoft SharePoint integration, ensure you have:
  • A CrewAI AMP account with an active subscription
  • A Microsoft 365 account with SharePoint access
  • Connected your Microsoft account through the Integrations page

​
Setting Up Microsoft SharePoint Integration

​
1. Connect Your Microsoft Account

  1. Navigate to CrewAI AMP Integrations
  2. Find Microsoft SharePoint in the Authentication Integrations section
  3. Click Connect and complete the OAuth flow
  4. Grant the necessary permissions for SharePoint sites and content access
  5. Copy your Enterprise Token from Integration Settings

​
2. Install Required Package

uv add crewai-tools

​
Available Actions

Description: Get all SharePoint sites the user has access to.Parameters:
  • search (string, optional): Search query to filter sites
  • select (string, optional): Select specific properties to return (e.g., ‘displayName,id,webUrl’)
  • filter (string, optional): Filter results using OData syntax
  • expand (string, optional): Expand related resources inline
  • top (integer, optional): Number of items to return. Minimum: 1, Maximum: 999
  • skip (integer, optional): Number of items to skip. Minimum: 0
  • orderby (string, optional): Order results by specified properties (e.g., ‘displayName desc’)
Description: Get information about a specific SharePoint site.Parameters:
  • site_id (string, required): The ID of the SharePoint site
  • select (string, optional): Select specific properties to return (e.g., ‘displayName,id,webUrl,drives’)
  • expand (string, optional): Expand related resources inline (e.g., ‘drives,lists’)
Description: Get all lists in a SharePoint site.Parameters:
  • site_id (string, required): The ID of the SharePoint site
Description: Get information about a specific list.Parameters:
  • site_id (string, required): The ID of the SharePoint site
  • list_id (string, required): The ID of the list
Description: Get items from a SharePoint list.Parameters:
  • site_id (string, required): The ID of the SharePoint site
  • list_id (string, required): The ID of the list
  • expand (string, optional): Expand related data (e.g., ‘fields’)
Description: Create a new item in a SharePoint list.Parameters:
  • site_id (string, required): The ID of the SharePoint site
  • list_id (string, required): The ID of the list
  • fields (object, required): The field values for the new item 
    {
  "Title": "New Item Title",
  "Description": "Item description",
  "Status": "Active"
}
Description: Update an item in a SharePoint list.Parameters:
  • site_id (string, required): The ID of the SharePoint site
  • list_id (string, required): The ID of the list
  • item_id (string, required): The ID of the item to update
  • fields (object, required): The field values to update 
    {
  "Title": "Updated Title",
  "Status": "Completed"
}
Description: Delete an item from a SharePoint list.Parameters:
  • site_id (string, required): The ID of the SharePoint site
  • list_id (string, required): The ID of the list
  • item_id (string, required): The ID of the item to delete
Description: Upload a file to a SharePoint document library.Parameters:
  • site_id (string, required): The ID of the SharePoint site
  • file_path (string, required): The path where to upload the file (e.g., ‘folder/filename.txt’)
  • content (string, required): The file content to upload
Description: Get files and folders from a SharePoint document library.Parameters:
  • site_id (string, required): The ID of the SharePoint site
Description: Delete a file or folder from SharePoint document library.Parameters:
  • site_id (string, required): The ID of the SharePoint site
  • item_id (string, required): The ID of the file or folder to delete

​
Usage Examples

​
Basic SharePoint Agent Setup

from crewai import Agent, Task, Crew

# Create an agent with SharePoint capabilities
sharepoint_agent = Agent(
    role="SharePoint Manager",
    goal="Manage SharePoint sites, lists, and documents efficiently",
    backstory="An AI assistant specialized in SharePoint content management and collaboration.",
    apps=['microsoft_sharepoint']  # All SharePoint actions will be available
)

# Task to organize SharePoint content
content_organization_task = Task(
    description="List all accessible SharePoint sites and organize content by department",
    agent=sharepoint_agent,
    expected_output="SharePoint sites listed and content organized by department"
)

# Run the task
crew = Crew(
    agents=[sharepoint_agent],
    tasks=[content_organization_task]
)

crew.kickoff()

​
List Management and Data Operations

from crewai import Agent, Task, Crew

list_manager = Agent(
    role="List Manager",
    goal="Manage SharePoint lists and data efficiently",
    backstory="An AI assistant that focuses on SharePoint list management and data operations.",
    apps=[
        'microsoft_sharepoint/get_site_lists',
        'microsoft_sharepoint/get_list_items',
        'microsoft_sharepoint/create_list_item',
        'microsoft_sharepoint/update_list_item'
    ]
)

# Task to manage list data
list_management_task = Task(
    description="Get all lists from the project site, review items, and update status for completed tasks",
    agent=list_manager,
    expected_output="SharePoint lists reviewed and task statuses updated"
)

crew = Crew(
    agents=[list_manager],
    tasks=[list_management_task]
)

crew.kickoff()

​
Document Library Management

from crewai import Agent, Task, Crew

document_manager = Agent(
    role="Document Manager",
    goal="Manage SharePoint document libraries and files",
    backstory="An AI assistant that specializes in document organization and file management.",
    apps=['microsoft_sharepoint']
)

# Task to manage documents
document_task = Task(
    description="""
    1. Get all files from the main document library
    2. Upload new policy documents to the appropriate folders
    3. Organize files by department and date
    4. Remove outdated documents
    """,
    agent=document_manager,
    expected_output="Document library organized with new files uploaded and outdated files removed"
)

crew = Crew(
    agents=[document_manager],
    tasks=[document_task]
)

crew.kickoff()

​
Site Administration and Analysis

from crewai import Agent, Task, Crew

site_administrator = Agent(
    role="Site Administrator",
    goal="Administer and analyze SharePoint sites",
    backstory="An AI assistant that handles site administration and provides insights on site usage.",
    apps=['microsoft_sharepoint']
)

# Task for site administration
admin_task = Task(
    description="""
    1. Get information about all accessible SharePoint sites
    2. Analyze site structure and content organization
    3. Identify sites with low activity or outdated content
    4. Generate recommendations for site optimization
    """,
    agent=site_administrator,
    expected_output="Site analysis completed with optimization recommendations"
)

crew = Crew(
    agents=[site_administrator],
    tasks=[admin_task]
)

crew.kickoff()

​
Automated Content Workflows

from crewai import Agent, Task, Crew

workflow_automator = Agent(
    role="Workflow Automator",
    goal="Automate SharePoint content workflows and processes",
    backstory="An AI assistant that automates complex SharePoint workflows and content management processes.",
    apps=['microsoft_sharepoint']
)

# Complex workflow automation task
automation_task = Task(
    description="""
    1. Monitor project lists across multiple sites
    2. Create status reports based on list data
    3. Upload reports to designated document libraries
    4. Update project tracking lists with completion status
    5. Archive completed project documents
    6. Send notifications for overdue items
    """,
    agent=workflow_automator,
    expected_output="Automated workflow completed with status reports generated and project tracking updated"
)

crew = Crew(
    agents=[workflow_automator],
    tasks=[automation_task]
)

crew.kickoff()

​
Data Integration and Reporting

from crewai import Agent, Task, Crew

data_integrator = Agent(
    role="Data Integrator",
    goal="Integrate and analyze data across SharePoint sites and lists",
    backstory="An AI assistant that specializes in data integration and cross-site analysis.",
    apps=['microsoft_sharepoint']
)

# Task for data integration
integration_task = Task(
    description="""
    1. Get data from multiple SharePoint lists across different sites
    2. Consolidate information into comprehensive reports
    3. Create new list items with aggregated data
    4. Upload analytical reports to executive document library
    5. Update dashboard lists with key metrics
    """,
    agent=data_integrator,
    expected_output="Data integrated across sites with comprehensive reports and updated dashboards"
)

crew = Crew(
    agents=[data_integrator],
    tasks=[integration_task]
)

crew.kickoff()

​
Troubleshooting

​
Common Issues

Permission Errors
  • Ensure your Microsoft account has appropriate permissions for SharePoint sites
  • Verify that the OAuth connection includes required scopes (Sites.Read.All, Sites.ReadWrite.All)
  • Check that you have access to the specific sites and lists you’re trying to access
Site and List ID Issues
  • Verify that site IDs and list IDs are correct and properly formatted
  • Ensure that sites and lists exist and are accessible to your account
  • Use the get_sites and get_site_lists actions to discover valid IDs
Field and Schema Issues
  • Ensure field names match exactly with the SharePoint list schema
  • Verify that required fields are included when creating or updating list items
  • Check that field types and values are compatible with the list column definitions
File Upload Issues
  • Ensure file paths are properly formatted and don’t contain invalid characters
  • Verify that you have write permissions to the target document library
  • Check that file content is properly encoded for upload
OData Query Issues
  • Use proper OData syntax for filter, select, expand, and orderby parameters
  • Verify that property names used in queries exist in the target resources
  • Test simple queries before building complex filter expressions
Pagination and Performance
  • Use top and skip parameters appropriately for large result sets
  • Implement proper pagination for lists with many items
  • Consider using select parameters to return only needed properties
Document Library Operations
  • Ensure you have proper permissions for document library operations
  • Verify that drive item IDs are correct when deleting files or folders
  • Check that file paths don’t conflict with existing content

​
Getting Help

Need Help?

Contact our support team for assistance with Microsoft SharePoint integration setup or troubleshooting.
⌘I