> ## Documentation Index
> Fetch the complete documentation index at: https://docs.alysio.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# SharePoint

> Connect Alysio to Microsoft SharePoint using OAuth 2.0

## Overview

The SharePoint integration connects Alysio to a user’s Microsoft 365 SharePoint environment, allowing Alysio to browse sites, access document libraries, read files, and interact with SharePoint lists.

Once connected, users can ask Alysio to explore SharePoint content or manage structured data using natural language. Alysio can retrieve documents, analyze spreadsheet data, browse folders, and interact with SharePoint lists without requiring users to navigate the SharePoint interface directly.

Typical examples include

Listing SharePoint sites available to the user\
Browsing document libraries and folders\
Downloading or exporting files\
Loading Excel data for analysis\
Viewing or updating list items

The integration uses the authenticated Microsoft account connected by the user. Data access respects the permissions assigned within Microsoft 365 and SharePoint.

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## Supported Data and Capabilities

### Sites

Alysio can retrieve the SharePoint sites available to the connected user.

Supported operations include

Listing all accessible sites\
Retrieving site identifiers for further navigation

Site IDs returned from this step are used in later operations.

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### Drives and Files

Alysio can browse document libraries and file structures within SharePoint.

Supported operations include

Listing document libraries for a site\
Browsing folders and file hierarchies\
Downloading files\
Exporting file content

File exports support Office documents, PDFs, and text files.

Inline file content is limited to 5 MB. Larger files return a download link.

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### Excel File Analysis

Alysio can load Excel files stored in SharePoint and prepare them for analysis.

Supported operations include

Saving spreadsheet data into a queryable table\
Analyzing data using SQL queries with DuckDB

This allows users to ask questions about spreadsheet data directly within Alysio.

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### Lists

Alysio supports retrieving and managing SharePoint list data.

Supported operations include

Listing available lists within a site\
Viewing list items\
Retrieving list metadata including column definitions\
Creating new list items\
Updating existing list items

When creating or updating items, the integration requires internal column names rather than display names.

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### Users

Alysio can retrieve the list of users associated with a SharePoint context.

This is commonly used when working with people picker fields inside SharePoint lists.

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## Authentication

### Method

OAuth 2.0 using Microsoft Azure Active Directory

### API Provider

Microsoft Graph API

### Redirect URI

Configured during the SharePoint integration setup within Alysio.\
The Azure AD application must allow this redirect URI.

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## Token Handling

OAuth tokens are securely stored and automatically refreshed.

Each connected user maintains their own credential, ensuring requests are scoped to the correct Microsoft tenant and account.

If a user disconnects the integration or authorization expires, SharePoint tools will no longer function until the connection is reauthorized.

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## Required OAuth Scopes

The SharePoint integration requires the following Microsoft Graph permissions

Files.ReadWrite.All\
Sites.Manage.All\
Sites.ReadWrite.All

These scopes allow Alysio to browse sites, read and manage files, and interact with SharePoint lists according to the user’s existing permissions.

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## Object Identifiers and Metadata

Operations in SharePoint depend on using IDs returned from earlier steps.

Examples

site\_id must come from the connected sites list\
drive\_id must come from the document library list\
list\_id must come from the site list response\
item\_id must come from list items or drive results

Only the id field from API responses should be used for these identifiers.

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## File Export Limits

File content exported inline must be 5 MB or smaller.

If the file exceeds this size limit, the integration returns a download URL instead.

For spreadsheet analysis, the recommended method is loading the file using the Excel save tool.

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## MCP Tools

The SharePoint MCP provides tools that allow users to access SharePoint content using natural language.

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### sharepoint\_connected\_sites

Returns the SharePoint sites the user can access.

Example prompts

List my SharePoint sites\
What SharePoint sites do I have access to

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### sharepoint\_get\_drive\_list

Returns the document libraries within a site.

Example prompts

List document libraries for this site\
What drives exist in this site

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### sharepoint\_get\_drive\_file\_list

Returns files and folders in the root of a document library.

Example prompts

List files in this document library\
Show files in the root folder

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### sharepoint\_get\_drive\_folder\_files

Returns files within a specific folder.

Example prompts

List files in this folder\
What is inside this SharePoint folder

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### sharepoint\_download\_drive\_item

Returns a download link and metadata for a file.

Example prompts

Download this document\
Get the download link for this file

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### sharepoint\_export\_file\_content

Exports file content for supported file types.

Example prompts

Export the text from this Word document\
Extract content from this PDF

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### sharepoint\_save\_excel\_file\_content

Loads an Excel file into a queryable dataset for analysis.

Example prompts

Load this spreadsheet for analysis\
Make this Excel file queryable

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### sharepoint\_get\_user\_list

Returns users available within the SharePoint context.

Example prompts

List users in this site\
Show available people picker users

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### sharepoint\_get\_list

Returns the SharePoint lists within a site.

Example prompts

List all lists in this site\
What lists are available here

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### sharepoint\_get\_list\_items

Returns items within a SharePoint list.

Example prompts

Show rows in this list\
Get list items

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### sharepoint\_get\_list\_metadata

Returns metadata including column definitions and internal field names.

Example prompts

Show the columns in this list\
What fields does this list contain

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### sharepoint\_create\_list\_item

Creates a new item in a SharePoint list.

Example prompts

Add a row to this list\
Create a new item

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### sharepoint\_update\_list\_item

Updates an existing SharePoint list item.

Example prompts

Update this item\
Change the status field

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## App Behavior

SharePoint API calls occur only when a user asks Alysio to access or modify SharePoint content.

There is no background synchronization. Each request triggers the appropriate Microsoft Graph API endpoint using the user’s OAuth credential.

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## Example Workflow

User asks

What lists are in the Sales site

Alysio routes the request to the SharePoint MCP.

The MCP retrieves the user’s accessible sites using the connected sites tool.

Once the correct site is identified, the MCP retrieves the lists associated with that site.

Microsoft Graph returns the results, which Alysio presents directly in chat.

Users can then request list items, metadata, or updates using the returned list identifiers.

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## Troubleshooting

### Missing or Expired Connection

SharePoint is not currently authorized.

Solution\
Reconnect the integration under Settings → Integrations and reauthorize using Microsoft.

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### 401 Unauthorized

The OAuth token has expired or been revoked.

Solution\
Reconnect the SharePoint integration to generate a new token.

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### 403 Forbidden

The Azure AD application may not have the required Graph API scopes.

Solution\
Ensure the integration includes

Files.ReadWrite.All\
Sites.Manage.All\
Sites.ReadWrite.All

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### Incorrect Identifier

Errors may occur if the wrong ID is used for a site, drive, list, or item.

Solution\
Always use the id value returned from the previous API response.

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### List Item Creation Fails

SharePoint requires internal column names rather than display names.

Solution\
Use the metadata tool to retrieve the correct internal field names before creating or updating list items.

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### File Export Too Large

Inline export supports files up to 5 MB.

Solution\
Use the returned download link for larger files.

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### Excel Analysis Requires Querying

Excel files saved for analysis are intended to be queried afterward.

Solution\
Ask Alysio to run SQL queries against the loaded dataset.

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## Support

For assistance configuring or troubleshooting the SharePoint integration, contact

[support@alysio.ai](mailto:support@alysio.ai)
