Available for Team and Enterprise plan users only.
Capabilities
With this connector, Claude can:- Search and analyze documents across SharePoint sites and OneDrive libraries
- Access email threads and analyze Outlook communications
- Review meeting information from Teams Calendar
- Pull insights from Teams Chat discussions
Setup requirements
Prerequisites
- Claude user with Owner or Primary Owner role
- Global Administrator access to Microsoft Entra tenant
- Active Microsoft 365 accounts for all users
Phase 1: Administrator setup
Automatic Setup (Recommended):- Navigate to Admin Settings > Connectors
- Click “Browse connectors”
- Find Microsoft 365 and select “Add to your team”
- Connect individually and grant organization-wide permissions
- (Optional) Restrict user access or revoke specific permission scopes
Phase 2: User enablement
Once enabled by administrators, team members:- Navigate to Settings > Connectors
- Find Microsoft 365 and click “Connect”
- Authenticate with credentials
Usage
Ask Claude questions requiring Microsoft 365 data. Claude automatically detects necessary tools and retrieves information.Example queries
- “Find the Q4 strategic planning document in SharePoint”
- “Summarize email conversations about the product launch”
- “What discussions happened in Teams about the marketing campaign?”
- “Review meeting notes from last week’s leadership sync”
What you can access
| Service | Capabilities |
|---|---|
| SharePoint/OneDrive | Search and analyze documents |
| Outlook | Search email threads and archived emails |
| Teams Calendar | Review meeting summaries and attendance |
| Teams Chat | Access channel and chat discussions |
Permissions
All permissions are delegated—Claude acts on behalf of users and can only access data you already have access to. The integration provides read-only access—Claude cannot modify, delete, or create content.
Troubleshooting
Authentication failures
Authentication failures
- Verify correct Microsoft 365 credentials
- Check active license status
- Review organizational third-party app policies
- Try a different browser
- Clear cookies and cache
Documents not found
Documents not found
- Verify direct access to the document in Microsoft 365
- Ensure document is in SharePoint/OneDrive (not local)
- Recently uploaded documents may need time to index
- Use specific SharePoint site names
- Search by exact filename
Incomplete search results
Incomplete search results
- Be more specific about requirements
- Specify locations and date ranges
- Use exact phrases
- Break complex queries into simpler questions