SharePoint

Connect SharePoint using your organization's own Microsoft app registration. You bring the app and permissions; we handle sign-in and token refresh so your agents can work with SharePoint files without exposing credentials in code.

You need Microsoft 365 admin access, or someone in IT who can approve SharePoint access for your organization.

Setting Up a SharePoint Connector

Create a SharePoint connector when your agents need to read or update files stored in SharePoint.

1. Open Connectors in the sidebar.
2. Click the + button and choose SharePoint.
3. Optionally click the connector name at the top of the page to rename it.

On the connector page:

1. Choose Read only or Read & write access. The Microsoft permission names shown in the setup checklist match this choice.
2. Follow the Microsoft setup checklist on the page:
3. Create an app registration in Microsoft Entra. Use the suggested name UpdateMate SharePoint.

4. Under Authentication, add platform Web and add this redirect URI:

   https://updatemate.ai/oauth

5. Under API permissions, add Microsoft Graph delegated permissions for your access level:

   • Read only: Sites.Read.All and Files.Read.All
   • Read & write: also add Sites.ReadWrite.All and Files.ReadWrite.All
6. Create a client secret and copy it immediately. Microsoft only shows it once.
7. Copy the Application (client) ID from the app Overview page.
8. Under Paste your values, enter your work domain (for example contoso.com, from your work email address).
9. Paste the Client ID and client secret.
10. Under Approve access, open the admin consent link on the connector page (or send it to IT) and approve access for your organization. Add the API permissions in Entra first, or this step will not grant access.
11. Click Connect to SharePoint and sign in with your Microsoft work account.

Changes are saved automatically as you type.

Sending Setup Instructions to IT

If you are not a Microsoft 365 admin, click Copy setup instructions for IT on the connector page. The message includes:

• The redirect URI to add in Microsoft Entra
• The API permission names to add for the current access level
• A reminder to create a client secret
• The admin consent link (after you enter your work domain and Client ID)
• What to send back: Application (client) ID and the client secret value

When IT replies, paste the Client ID and client secret into the connector and click Connect to SharePoint.

Reconnecting

Reconnect if you change the access level on the connector, if an admin revokes consent, if the client secret expires, or if sign-in fails after a permission change. Update the API permissions in Microsoft Entra to match the new access level, create a new client secret if the old one expired, paste it into the connector, and click Connect to SharePoint again.

Using SharePoint Connectors in Agents

When you create or edit an agent, mention the connector by name in chat. For example: "Use my SharePoint connector to find the latest project brief in our team site."