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Overview

The OneDrive integration connects Alysio to a user’s OneDrive (personal or work) so Alysio can securely discover files and retrieve document content through the Microsoft Graph API. Once connected, users can search for files by keyword, browse folder contents, export supported documents into readable text, and load Excel workbooks for analysis inside Alysio. This is useful for revenue teams who store sales decks, proposals, spreadsheets, QBR assets, and operating docs in OneDrive and want fast answers without digging through folders. Alysio only reads and exports content with this integration. It does not create, edit, or delete files.

Supported Data and Capabilities

Files and Folders

Discover and browse content stored in OneDrive. Supported operations include List files and folders in root or a specific folder
Paginate, sort, or filter lists where supported
Search files by keyword across name and content

Content Export

Export file content for common business formats so it can be read and summarized in Alysio. Supported export types include Microsoft Office documents such as Word and PowerPoint
PDF documents converted to text
Loop, Fluid, and Whiteboard content exported as HTML
Common text and code formats
Export behavior Files up to 5MB return inline content
Files over 5MB return a shareable download link instead of inline text

Excel for Analysis

Load Excel workbooks into a queryable table format for analysis workflows in Alysio. This supports use cases such as Analyzing pipeline exports
Reviewing forecasting models
Validating reporting tables
Querying spreadsheet data with SQL using the DuckDB tool

Authentication

Method

OAuth 2.0 through Microsoft identity platform Azure AD

API Provider

Microsoft Graph API

Redirect URI

Configured in Alysio when setting up the OneDrive integration.
The Azure AD application must allow this redirect URI.

Token Handling

OAuth tokens are stored securely and refreshed automatically. Each user connects their own Microsoft account, and all OneDrive access remains scoped to that user’s permissions and files. Disconnecting the integration immediately disables OneDrive access until it is reconnected.

Required Scopes

The OneDrive integration typically requires Files.Read Some organizations may choose to authorize Files.ReadWrite, but Alysio’s current OneDrive tools use read and export operations only.

Scope Justification

ScopePurpose
Files.ReadList folder contents, search files, export document content, and load Excel data for analysis

MCP Tools

The OneDrive MCP exposes tools that allow Alysio to retrieve and analyze OneDrive files through natural language prompts.

onedrive_list_files

Lists files and folders in the OneDrive root or in a specific folder. Supports optional pagination, sorting, and filtering where available. Example prompts What is in my OneDrive root
List files in this folder

onedrive_search_files

Searches OneDrive for files and folders matching a keyword. The search term is required. Example prompts Find files about QBR
Search my OneDrive for the proposal

onedrive_export_file_content

Exports file content by item ID. Supports Office docs, PDF, and text formats. Inline export is limited to 5MB. Example prompts Export the text from this Word document
Get the content of this PDF

onedrive_save_excel_file_content

Loads an Excel file by item ID into a table format that can be analyzed with SQL using DuckDB. Requires a simple name and may support selecting specific sheets. Example prompts Save this spreadsheet so we can analyze it
Load this Excel file and make it queryable

App Behavior

OneDrive data is retrieved on demand. Alysio does not sync OneDrive files in the background. Each request triggers a Microsoft Graph API call using the user’s OAuth credential and returns results scoped to that user’s OneDrive permissions.

Example Workflow

User asks Find the sales deck in my OneDrive Alysio routes the request to the OneDrive MCP. The MCP calls onedrive_search_files with the query sales deck. Microsoft Graph returns matching files including item IDs and web URLs. Alysio presents the results and can export the content or load related Excel data if requested.

Troubleshooting

OneDrive Not Connected

The user has not authorized the integration. Solution
Reconnect OneDrive under Settings → Integrations and complete OAuth.

401 Unauthorized

The token is invalid, expired, or revoked. Solution
Reauthorize the OneDrive integration in Settings → Integrations.

403 Forbidden

The integration lacks required Graph permissions. Solution
Ensure the Azure AD app includes Files.Read and the user has consented.

400 Invalid Query

Search terms or list parameters may include unsupported characters or invalid query syntax. Solution
Simplify the keyword and retry. Avoid special characters and overly complex filters.

File Size Limitation

Export returns inline content only for files up to 5MB. Solution
For files over 5MB, use the returned download URL to open the file. For Excel analysis, use onedrive_save_excel_file_content instead of export.

Excel Analysis Expectations

onedrive_save_excel_file_content is designed to be followed by SQL analysis with DuckDB. Solution
After saving the workbook, run analysis queries using the SQL workflow in Alysio.

Support

For help configuring or troubleshooting the OneDrive integration, contact support@alysio.ai