Microsoft 365
The Microsoft 365 app connects Outlook Mail, Outlook Calendar, Microsoft Teams, OneDrive and Excel, and a SharePoint read surface to Sprigr Team in a single install with a single consent. It replaces the older built-in Outlook Mail, Outlook Calendar, Microsoft Teams, and OneDrive integrations, which are no longer offered for new connections.
Prerequisites
Section titled “Prerequisites”- A Microsoft 365 account (business or enterprise). Personal Outlook.com accounts are also supported.
- Admin or Owner role to install the app for your company. Any member can connect their own Microsoft account once the app is installed.
- If your tenant requires admin consent for third-party applications, a tenant administrator approves the app once. The app provides an admin-consent link for this (see below).
Installing and connecting
Section titled “Installing and connecting”-
Install the app
Sign in to team.sprigr.com, open Apps in the sidebar, find Microsoft 365 under Available, and install it. See Installing Apps.
-
Grant admin consent if your tenant needs it
If Microsoft reports “Admin approval required”, ask your agent for the admin-consent link (
ms_admin_consent_url) and send it to your Microsoft 365 administrator. They approve the app once for the whole tenant. -
Connect your Microsoft account
Open the app’s settings page from Apps > Installed and choose Connect, or ask your agent to connect Microsoft for you. The agent calls
ms_connectand sends you a Microsoft sign-in link. Each person who wants their agent to use Microsoft 365 does this once with their own account. Reconnecting later does not force a fresh consent. -
Check the connection
Ask your agent “Is my Microsoft account connected?” It calls
ms_connection_statusand reports which product areas are ready. To remove a connection, usems_disconnector the app settings page.
Mail sync, backfill, and the inbox
Section titled “Mail sync, backfill, and the inbox”Mail sync is opt-in per user and off by default. When a user enables it, their new Outlook mail is mirrored into the Sprigr Inbox in near-real-time using Microsoft Graph change notifications with a delta-query poll as a backstop.
ms_enable_mail_sync,ms_disable_mail_sync,ms_sync_statuscontrol mirroring for the calling user.ms_backfill_mailbox,ms_backfill_status, andms_backfill_stoppull historic mail, including attachments and inline images on older messages.- A Sent folder mirrors the user’s Outlook Sent mail so sent messages line up across Sprigr and Outlook.
- Read state and folder moves mirror in both directions.
- Events for workflows. Synced mail and indexed files emit
microsoft365.mail.received,microsoft365.mail.sent,microsoft365.file.created,microsoft365.file.updatedandmicrosoft365.file.deleted, which a workflow can subscribe to.
More than one mailbox
Section titled “More than one mailbox”A person can connect several Microsoft accounts, for example their own and a shared sales@ mailbox they have been delegated. ms_list_mailboxes lists the calling user’s connections with the default marked, and ms_select_default_mailbox changes which one the outlook_mail_* tools use when a request does not name a mailbox. Any mail tool can also name a mailbox for a single call. Connections stay private to the person who made them.
File indexing
Section titled “File indexing”File indexing is on by default from the moment a user connects. The user’s OneDrive, plus any SharePoint document libraries an admin has configured, is indexed into an access-controlled search index. Per-file permissions are enforced, so each person only ever finds files they are allowed to see.
- Any user can opt out with
ms_disable_file_indexing; the opt-out persists across reconnects.ms_enable_file_indexingturns it back on. - Admins add or remove SharePoint sites with
ms_add_sharepoint_index_site,ms_remove_sharepoint_index_site, andms_list_sharepoint_index_sites. ms_set_defaultsandms_get_defaultshold install-wide defaults, including an install-wide off switch for indexing and a default OneDrive root folder path.
Limits
Section titled “Limits”- Email attachments: up to 50 MB per attachment.
- OneDrive and SharePoint file reads and downloads: up to 250 MB per file. Large text files are read in pages. Uploads above the simple-upload size use resumable upload automatically.
Available tools
Section titled “Available tools”All tools run as the calling user. A user who has not connected gets a not_connected result rather than another person’s data; the agent will offer a connect link.
Outlook Mail
Section titled “Outlook Mail”| Tool | Description |
|---|---|
outlook_mail_search | Search mail by sender, subject, keywords, or date range |
outlook_mail_list | List messages in a folder |
outlook_mail_list_folders | List mail folders |
outlook_mail_read | Read a full message |
outlook_mail_send | Send a new message, with file attachments, optionally from a shared mailbox or at a scheduled time |
outlook_mail_reply | Reply or reply-all, with attachments |
outlook_mail_forward | Forward a message |
outlook_mail_move | Move a message to another folder |
outlook_mail_delete | Delete a message |
outlook_mail_download_attachment | Download an attachment |
outlook_contacts_search | Search people and contacts |
Outlook Calendar
Section titled “Outlook Calendar”| Tool | Description |
|---|---|
outlook_calendar_list_events | List events within a date range |
outlook_calendar_check_availability | Check whether a time slot is free or busy |
outlook_calendar_find_meeting_times | Suggest times that work across attendees |
outlook_calendar_create_event | Create an event with attendees, time, and location |
outlook_calendar_update_event | Update an event |
outlook_calendar_cancel_event | Cancel an event |
Microsoft Teams
Section titled “Microsoft Teams”| Tool | Description |
|---|---|
teams_list_teams | List the teams the user belongs to, to discover a team_id |
teams_list_channels | List a team’s channels, to map a channel name to its id |
teams_list_chats | List the user’s chats, to resolve a chat_id |
teams_send_channel_message | Post to a channel (team_id and channel_id are required on every call) |
teams_send_chat_message | Send a 1:1 or group chat by chat_id or by member email addresses |
Users who connected before the Teams list tools were added reconnect once to grant the team and channel read scopes; ms_connection_status reports whether they are ready.
OneDrive and Excel
Section titled “OneDrive and Excel”| Tool | Description |
|---|---|
onedrive_list_files | List files and folders |
onedrive_read_file | Read a file |
onedrive_read_shared_file | Read a file shared with the user |
onedrive_list_shared_with_me | List files others have shared with the user |
onedrive_upload_file | Upload a file, with resumable upload for large files |
onedrive_update_file | Replace a file’s contents in place |
onedrive_edit_file | Make a targeted text edit to a file |
onedrive_edit_document | Make targeted edits to a Word or Excel file |
onedrive_edit_pdf | Edit a PDF |
onedrive_edit_schedule | Edit a project schedule file |
onedrive_create_document | Create a Word or Excel file through the platform document engine |
onedrive_get_document_job | Check the status of a document create or edit job |
onedrive_create_folder | Create a folder |
onedrive_copy_item | Copy a file or folder |
onedrive_delete_item | Delete a file or folder |
onedrive_excel_read_range | Read a range from a workbook |
onedrive_excel_update_range | Update a range in a workbook |
onedrive_excel_search | Search within a workbook |
onedrive_excel_add_worksheet | Add a worksheet |
The onedrive_* write tools also accept a drive_id, so agents can create, update, copy, and delete inside a SharePoint document library.
SharePoint (read)
Section titled “SharePoint (read)”| Tool | Description |
|---|---|
sharepoint_search_sites | Find a team site by name or keyword |
sharepoint_list_site_drives | List a site’s document libraries |
sharepoint_list_drive_items | Browse a document library folder |
sharepoint_search_drive_items | Search a library by filename or content |
sharepoint_read_file | Read a library file |
sharepoint_list_lists | List a site’s SharePoint lists |
sharepoint_list_list_items | Read list items with field values |
Connection and sync tools
Section titled “Connection and sync tools”| Tool | Description |
|---|---|
ms_connect | Mint a Microsoft sign-in link for the calling user |
ms_list_mailboxes / ms_select_default_mailbox | List the calling user’s connected mailboxes and choose the default |
ms_admin_consent_url | Mint a tenant admin-consent link |
ms_connection_status | Report the calling user’s connection and which areas are ready |
ms_disconnect | Remove the calling user’s connection |
ms_enable_mail_sync / ms_disable_mail_sync / ms_sync_status | Control inbox mirroring |
ms_backfill_mailbox / ms_backfill_status / ms_backfill_stop | Pull historic mail |
ms_enable_file_indexing / ms_disable_file_indexing / ms_index_files | Control file indexing |
ms_get_defaults / ms_set_defaults | Install-wide defaults |
Common use cases
Section titled “Common use cases”- Inbox triage. An agent reads new mail in the shared inbox, files it, drafts replies for you to review, and flags anything that needs a decision.
- Meeting scheduling. The agent checks each attendee’s availability, proposes slots, and creates the event you pick.
- Calendar briefings. A morning workflow reads your calendar and sends a summary of the day.
- Team notifications. A workflow posts a daily summary to a Teams channel, or an agent messages a manager when a threshold is crossed.
- Report uploads. A workflow generates a report and uploads it to a OneDrive or SharePoint folder.
- Spreadsheet updates. An agent updates figures in an Excel workbook or appends rows.
Troubleshooting
Section titled “Troubleshooting”“Admin approval required” during sign-in
Send your Microsoft 365 administrator the admin-consent link from ms_admin_consent_url. They approve once for the tenant.
“not_connected” from a Microsoft tool The calling user has not linked a Microsoft account. Ask the agent to connect Microsoft, or open the app settings page and choose Connect.
Teams list tools report the area is not ready Reconnect once to grant the team and channel read scopes.
Message not delivered to a channel
Confirm team_id and channel_id are correct (use teams_list_teams and teams_list_channels) and that the connected user is a member of the team.
Agent cannot find a file Confirm the connected user can open the file, and that any default root folder path set in the install defaults matches where the file lives.
Next steps
Section titled “Next steps”- Google Workspace: The equivalent app for Gmail, Calendar, Sheets, Docs, and Drive.
- Inbox: Work synced mail alongside your team.
- Installing Apps: How the Apps page works.
- Workflows: Use Microsoft 365 tools as steps in automated workflows.