Best Practice

SharePoint Agent

The SharePointMCP server integrates Microsoft SharePoint for document management and collaboration: sites, libraries, file versioning, sharing and permissions, and pages, all through natural language commands.

Microsoft SharePoint component

Overview

SharePointMCP is an MCP (Model Context Protocol) server that exposes Microsoft SharePoint data and operations as tools for AI. It covers site discovery, document library navigation, file downloads and versioning, check-in/check-out, moving and copying content, sharing links and permissions, as well as the entire lifecycle of SharePoint site pages.

OPERATIONS

Ticket and document management automation

With 35 tools available in the Helpdesk Agent catalog, the SharePoint Agent can autonomously handle the following tickets:

1 - Sites & Discovery

Search SharePoint Sites

Searches for SharePoint sites accessible to the authenticated identity.

Get SharePoint Site

Retrieves a SharePoint site using its Graph site ID.

Retrieve SharePoint Site By Path

Resolves a SharePoint site using its hostname and relative path.

Get SharePoint Site Children

Lists the sub-sites of a SharePoint site.

Get SharePoint Content Types

Lists the content types defined for a SharePoint site.

2 - Libraries & Files

Library Discovery & Navigation

Identifies the document libraries available within a SharePoint site, determines the default library, and enables users to browse files and folders.

Search & Item Retrieval

Searches for files and folders across SharePoint libraries and retrieves items and their metadata by ID or path.

File Access

Retrieves and downloads the contents of files stored in SharePoint document libraries.

Content Management

Manages files and folders within SharePoint libraries, including creating folders, deleting items, and moving, renaming, or copying content.

3 - Sharing & Permissions

Site Permissions

Views and manages permissions granted at the SharePoint site level, allowing associated roles to be updated or existing permissions to be removed.

Item Permissions

Reviews and manages access to files and folders, allowing content to be shared with specific users and existing permissions, grants, or links to be removed.

Sharing Links

Creates or retrieves sharing links for SharePoint files and folders based on the required access level.

4 - Pages

Get SharePoint Site Pages

Lists the pages of a SharePoint site.

Get SharePoint Site Page

Retrieves a page, including its layout and web parts.

Create SharePoint Site Page

Creates a draft SharePoint page.

Update SharePoint Site Page

Updates the properties and layout of a SharePoint page.

Publish SharePoint Site Page

Publishes the latest version of a page.

Delete SharePoint Site Page

Deletes a SharePoint page.

Examples

Example prompts

Natural language requests that users can send to the bot in Teams; the agent translates them into MCP tool actions, with a validated execution plan and approval whenever required.

"Find the HR-Portal site and show me its document libraries."

Search SharePoint Sites → Get SharePoint Document Libraries

"Who has access to the Budget-2026.xlsx file in the Documents library?"

Get SharePoint Item Permissions

"Share the Q3 report with marco.rossi@azienda.it with read-only access."

Create SharePoint Sharing Link

"The Policy-HR.docx document was overwritten. Restore the previous version."

List SharePoint File Versions → Restore SharePoint File Version

VISUAL TOOLS

Visual views for operators

The tools can return pre-rendered HTML: dashboards, site and library details, version history, and sharing summaries that can be viewed directly within the conversation.

Sites Dashboard

Overview of sites, including sub-sites, libraries, and content types.

Library detail

Files and folders with metadata, search capabilities, and quick actions.

Version history

Version history with restore options and individual version downloads.

Sharing & permissions

Overview of who has access to sites and items, including sharing links and access revocation options.

Page detail

Page view with layout, web parts, and publishing status.

Check-in/out

File lock status with support for check-in comments.

SharePoint agent

Try SharePoint Agent in action!

Our Best Practices

Product & Accelerator