Microsoft 365 connector

The Microsoft 365 connector enables Claude to search, analyze, and act on information across SharePoint, OneDrive, Outlook, and Teams.

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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
• Send and manage email, including drafts, labels, mail filters, and automatic replies
• Manage calendar events and find meeting times
• Create and update files in SharePoint

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Setup requirements

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Prerequisites

• Claude user with Owner or Primary Owner role
• Global Administrator access to Microsoft Entra tenant
• Active Microsoft 365 accounts for all users

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Phase 1: Administrator setup

Automatic Setup (Recommended):

1. Navigate to Admin Settings > Connectors
2. Click “Browse connectors”
3. Find Microsoft 365 and select “Add to your team”
4. Connect individually and grant organization-wide permissions
5. (Optional) Restrict user access or revoke specific permission scopes

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Phase 2: User enablement

Once enabled by administrators, team members:

1. Navigate to Settings > Connectors
2. Find Microsoft 365 and click “Connect”
3. Authenticate with credentials

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Usage

Ask Claude questions requiring Microsoft 365 data, or ask Claude to take an action such as sending an email or updating a file. Claude automatically detects and uses the necessary tools.

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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”
• “Draft a reply to the latest email about the vendor contract”
• “Schedule a 30-minute sync with the design team next week”

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What you can access

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Write actions

Claude can take actions in Outlook and SharePoint: send mail and manage drafts; organize mail with labels, filters, and trash; set automatic replies; create, update, and delete calendar events; and create and update files in SharePoint. Read and search tools work the same whether or not write actions are enabled. Write actions are controlled by your organization’s administrators in two places:

1. Approve the write permissions. If your tenant’s consent for the connector covers only read permissions, a Microsoft Entra Global Administrator or Application Administrator approves the updated permission set (mail, calendar, mailbox settings, and file writes) under Enterprise applications in the Entra admin center. This is a one-time action per tenant.
2. Turn on write actions. If write actions are off for your organization, administrators turn them on for all users in the Microsoft 365 connector configuration, or enable them for specific users with role-based access control (beta).

Claude cannot attach files to the drafts it creates and cannot send Teams messages. For setup steps, see Connect to Microsoft 365 and Set up the Microsoft 365 connector in the help center. The Microsoft 365 connector security guide covers the permission model.

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Permissions

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Troubleshooting