Overview
The SharePoint integration connects Alysio to a user’s Microsoft 365 SharePoint environment, allowing Alysio to browse sites, access document libraries, read files, and interact with SharePoint lists. Once connected, users can ask Alysio to explore SharePoint content or manage structured data using natural language. Alysio can retrieve documents, analyze spreadsheet data, browse folders, and interact with SharePoint lists without requiring users to navigate the SharePoint interface directly. Typical examples include Listing SharePoint sites available to the userBrowsing document libraries and folders
Downloading or exporting files
Loading Excel data for analysis
Viewing or updating list items The integration uses the authenticated Microsoft account connected by the user. Data access respects the permissions assigned within Microsoft 365 and SharePoint.
Supported Data and Capabilities
Sites
Alysio can retrieve the SharePoint sites available to the connected user. Supported operations include Listing all accessible sitesRetrieving site identifiers for further navigation Site IDs returned from this step are used in later operations.
Drives and Files
Alysio can browse document libraries and file structures within SharePoint. Supported operations include Listing document libraries for a siteBrowsing folders and file hierarchies
Downloading files
Exporting file content File exports support Office documents, PDFs, and text files. Inline file content is limited to 5 MB. Larger files return a download link.
Excel File Analysis
Alysio can load Excel files stored in SharePoint and prepare them for analysis. Supported operations include Saving spreadsheet data into a queryable tableAnalyzing data using SQL queries with DuckDB This allows users to ask questions about spreadsheet data directly within Alysio.
Lists
Alysio supports retrieving and managing SharePoint list data. Supported operations include Listing available lists within a siteViewing list items
Retrieving list metadata including column definitions
Creating new list items
Updating existing list items When creating or updating items, the integration requires internal column names rather than display names.
Users
Alysio can retrieve the list of users associated with a SharePoint context. This is commonly used when working with people picker fields inside SharePoint lists.Authentication
Method
OAuth 2.0 using Microsoft Azure Active DirectoryAPI Provider
Microsoft Graph APIRedirect URI
Configured during the SharePoint integration setup within Alysio.The Azure AD application must allow this redirect URI.
Token Handling
OAuth tokens are securely stored and automatically refreshed. Each connected user maintains their own credential, ensuring requests are scoped to the correct Microsoft tenant and account. If a user disconnects the integration or authorization expires, SharePoint tools will no longer function until the connection is reauthorized.Required OAuth Scopes
The SharePoint integration requires the following Microsoft Graph permissions Files.ReadWrite.AllSites.Manage.All
Sites.ReadWrite.All These scopes allow Alysio to browse sites, read and manage files, and interact with SharePoint lists according to the user’s existing permissions.
Object Identifiers and Metadata
Operations in SharePoint depend on using IDs returned from earlier steps. Examples site_id must come from the connected sites listdrive_id must come from the document library list
list_id must come from the site list response
item_id must come from list items or drive results Only the id field from API responses should be used for these identifiers.
File Export Limits
File content exported inline must be 5 MB or smaller. If the file exceeds this size limit, the integration returns a download URL instead. For spreadsheet analysis, the recommended method is loading the file using the Excel save tool.MCP Tools
The SharePoint MCP provides tools that allow users to access SharePoint content using natural language.sharepoint_connected_sites
Returns the SharePoint sites the user can access. Example prompts List my SharePoint sitesWhat SharePoint sites do I have access to
sharepoint_get_drive_list
Returns the document libraries within a site. Example prompts List document libraries for this siteWhat drives exist in this site
sharepoint_get_drive_file_list
Returns files and folders in the root of a document library. Example prompts List files in this document libraryShow files in the root folder
sharepoint_get_drive_folder_files
Returns files within a specific folder. Example prompts List files in this folderWhat is inside this SharePoint folder
sharepoint_download_drive_item
Returns a download link and metadata for a file. Example prompts Download this documentGet the download link for this file
sharepoint_export_file_content
Exports file content for supported file types. Example prompts Export the text from this Word documentExtract content from this PDF
sharepoint_save_excel_file_content
Loads an Excel file into a queryable dataset for analysis. Example prompts Load this spreadsheet for analysisMake this Excel file queryable
sharepoint_get_user_list
Returns users available within the SharePoint context. Example prompts List users in this siteShow available people picker users
sharepoint_get_list
Returns the SharePoint lists within a site. Example prompts List all lists in this siteWhat lists are available here
sharepoint_get_list_items
Returns items within a SharePoint list. Example prompts Show rows in this listGet list items
sharepoint_get_list_metadata
Returns metadata including column definitions and internal field names. Example prompts Show the columns in this listWhat fields does this list contain
sharepoint_create_list_item
Creates a new item in a SharePoint list. Example prompts Add a row to this listCreate a new item
sharepoint_update_list_item
Updates an existing SharePoint list item. Example prompts Update this itemChange the status field
App Behavior
SharePoint API calls occur only when a user asks Alysio to access or modify SharePoint content. There is no background synchronization. Each request triggers the appropriate Microsoft Graph API endpoint using the user’s OAuth credential.Example Workflow
User asks What lists are in the Sales site Alysio routes the request to the SharePoint MCP. The MCP retrieves the user’s accessible sites using the connected sites tool. Once the correct site is identified, the MCP retrieves the lists associated with that site. Microsoft Graph returns the results, which Alysio presents directly in chat. Users can then request list items, metadata, or updates using the returned list identifiers.Troubleshooting
Missing or Expired Connection
SharePoint is not currently authorized. SolutionReconnect the integration under Settings → Integrations and reauthorize using Microsoft.
401 Unauthorized
The OAuth token has expired or been revoked. SolutionReconnect the SharePoint integration to generate a new token.
403 Forbidden
The Azure AD application may not have the required Graph API scopes. SolutionEnsure the integration includes Files.ReadWrite.All
Sites.Manage.All
Sites.ReadWrite.All
Incorrect Identifier
Errors may occur if the wrong ID is used for a site, drive, list, or item. SolutionAlways use the id value returned from the previous API response.
List Item Creation Fails
SharePoint requires internal column names rather than display names. SolutionUse the metadata tool to retrieve the correct internal field names before creating or updating list items.
File Export Too Large
Inline export supports files up to 5 MB. SolutionUse the returned download link for larger files.
Excel Analysis Requires Querying
Excel files saved for analysis are intended to be queried afterward. SolutionAsk Alysio to run SQL queries against the loaded dataset.