Last updated: 4 July 2026

SharePoint

SharePoint

Live
Auth: OAuth (Connect Link) · Plans: Free, Starter, Business, Enterprise · Tools: 4 · Category: Microsoft 365

Search documents, retrieve files, and browse SharePoint sites through your AI assistant.

Who needs this: Teams using SharePoint as a document repository who need AI to find and summarise content.

Example questions once connected

  • Find the supplier agreement for Juhudi Hardware
  • What documents were uploaded to the Finance site this week?
  • Get the contents of the Q2 board report
  • List all sites I have access to

What you need before starting

  • A Microsoft 365 account with access to SharePoint
  • Permission to grant app consent — or ask your IT admin
⚠️

Delegated permissions only. The AI can only access SharePoint sites and files your account has permission to view.

Step-by-step setup

  1. Generate a Connect Link. In your Msharti dashboard, go to Connectors → SharePoint → Connect. Click Open in Browser.
  2. Log in with Microsoft. Sign in with your Microsoft 365 account. Review the permissions and click Accept.
  3. Confirm in dashboard. You will be redirected back to Msharti. The connector shows Connected.

Tool reference

These are the tools the AI can call on this connector. Each tool fires automatically when you ask a relevant question.

search_docs() Full-text search across SharePoint documents, pages, and list items.
Inputs query string, optional: site_url, content_type, date_range
Try asking "Find documents about the KRA audit in the Finance SharePoint site"
Returns 3 results. Latest: "KRA Audit Checklist Q1 2026.pdf" (uploaded 2 Jun 2026, Finance/Compliance). Size: 840KB.
get_file() Retrieve and extract the text content of a specific SharePoint file.
Inputs file_path or file_url
Try asking "Get the contents of the supplier terms document in /Finance/Suppliers"
Returns Document: "Supplier Terms 2026.docx". Key clauses extracted: Payment: 30 days net. Penalty: 1.5%/month...
list_sites() List SharePoint sites and document libraries accessible to the signed-in user.
Inputs none
Try asking "What SharePoint sites do I have access to?"
Returns Finance, HR, Projects, IT, Marketing, Compliance. 6 sites, 23 document libraries.

Limits

  • File content extraction works for .docx, .xlsx, .pdf, and .pptx. Other formats return metadata only.
  • Files larger than 25MB return a summary and a download link instead of full extracted text.
  • Uses delegated permissions — access is scoped to what the connected user can see.

Troubleshooting

ProblemCauseFix
Admin consent required IT admin has restricted third-party app access Ask your IT admin to approve "Msharti MCP Platform" in the Azure AD admin centre.
Site not found You do not have access to the SharePoint site Ask the site owner to grant you access first.

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Need help? [email protected] — Nairobi-based, same time zone.