Microsoft 365

Connect your agents to Microsoft 365 for Outlook email, OneDrive, Office documents (Word, Excel, PowerPoint), Calendar, Teams, and SharePoint.

92 tools across 10 Microsoft services.

Outlook (8 tools)

Tool	Description
outlook_send	Send email via the agent's assigned Microsoft 365 email address
outlook_list	List emails from a mailbox folder with OData filtering
outlook_read	Read the full content of an email by message ID
outlook_search	Full-text search emails using KQL syntax
outlook_reply	Reply or reply-all to an email
outlook_forward	Forward an email to other recipients
outlook_move	Move an email to a different folder
outlook_delete	Delete an email (moves to Deleted Items)

The body field supports HTML content. Multiple recipients can be comma-separated in to, cc, and bcc. The filter parameter on outlook_list accepts OData filter expressions and outlook_search uses KQL (Keyword Query Language).

OneDrive (7 tools)

Tool	Description
onedrive_list	List files and folders
onedrive_search	Search files by name or content
onedrive_read	Read/download file content (text or base64)
onedrive_upload	Upload a file (text or base64, up to 4 MB)
onedrive_create_folder	Create a folder
onedrive_share	Share a file or folder with another user
onedrive_delete	Delete a file or folder

File Size Limits

10 MB max for reads, 4 MB for simple uploads. Binary files are returned as base64.

Office Document Creation (3 tools)

Create new Office documents in OneDrive. Documents can be opened in Office Online for editing.

Tool	Description
word_create	Create a new Word document (.docx)
excel_create	Create a new Excel spreadsheet (.xlsx)
powerpoint_create	Create a new PowerPoint presentation (.pptx)

Extensions are added automatically. All documents return an id, name, and webUrl for Office Online editing.

Rich Document Creation (3 tools)

Generate professional, content-rich Office documents and save them directly to OneDrive. These tools use server-side rendering to produce fully formatted files -- no templates needed.

Tool	Description
powerpoint_create_deck	Create a presentation with multiple slides, layouts, and speaker notes
word_create_document	Create a document with sections, headings, paragraphs, bullets, and tables
excel_create_workbook	Create a multi-sheet workbook with headers, data rows, and column sizing

Presentation layouts: title, content, section, two-column, blank. Each slide supports title, subtitle, body, bullets, speaker notes, and layout.

Word document sections support headings (levels 1-4), paragraphs, bullet lists, and tables with headers and rows.

Excel workbooks support multiple named sheets, each with headers, data rows, and optional column widths.

Excel Data (4 tools)

Read and write spreadsheet data via the Microsoft Graph Workbook API.

Tool	Description
excel_read	Read data from a cell range
excel_write	Write data to cells
excel_append	Append rows to a named table
excel_create_table	Create a named table from a range

Named Tables

Create named tables before using excel_append -- it enables structured data management where new rows are automatically added to the table boundary.

Calendar (2 tools)

Tool	Description
ms_calendar_list_events	List upcoming events from the agent's Outlook calendar
ms_calendar_create_event	Create a calendar event with optional Teams meeting

Set isOnlineMeeting: true when creating an event to automatically attach a Teams meeting link.

Teams (5 tools)

Tool	Description
teams_create_meeting	Create a Teams meeting with join link
teams_list_channels	List channels in a team
teams_send	Send a message to a Teams channel
teams_reply	Reply to a message in a channel
teams_list_members	List members of a team

Meetings can be instant (omit start/end times) or scheduled. Channel messages support both plain text and HTML content.

SharePoint (3 tools)

Tool	Description
sharepoint_list_sites	List or search SharePoint sites
sharepoint_search	Search content across SharePoint (files, list items, sites)
sharepoint_list_items	List items in a SharePoint list

Cross-site search uses the Microsoft Search API to find content across all accessible SharePoint sites. You can filter by entity type (driveItem, listItem, etc.).

Microsoft Admin (13 tools)

Administrative tools for provisioning groups, sites, channels, users, and licenses. These require application permissions with admin consent.

Groups & Infrastructure (5 tools)

Tool	Description	Requires Approval
ms_admin_create_group	Create a Microsoft 365 Group (mailbox, calendar, SharePoint site, Planner)	Yes
ms_admin_add_group_member	Add a member or owner to a group	No
ms_admin_create_sharepoint_site	Create a SharePoint site (via group provisioning)	Yes
ms_admin_create_teams_channel	Create a Teams channel in an existing team	No
ms_admin_teamify_group	Enable Teams for an existing Microsoft 365 Group	Yes

User Management (4 tools)

Tool	Description	Requires Approval
ms_admin_create_user	Create a new user in Azure AD	Yes
ms_admin_list_users	List/search directory users	No
ms_admin_update_user	Update user properties	No
ms_admin_delete_user	Delete a user (recoverable for 30 days)	Yes

License Management (4 tools)

Tool	Description	Requires Approval
ms_admin_list_licenses	List available license SKUs	No
ms_admin_assign_license	Assign a license to a user	Yes
ms_admin_revoke_license	Remove a license from a user	Yes
ms_admin_get_user_licenses	Get a user's assigned licenses	No

Tools marked "Requires Approval" are gated because they incur costs, modify directory objects, or affect licensing. A human must approve before the agent can execute them.

Automatic Workspace Provisioning

When you start a team with Microsoft 365 connected, MeetLoyd can automatically create an M365 Group with a SharePoint site for the team. The document library gets standard folders (Reports, Working, Shared, Archive) and agents are added as group members.

• Azure AD app configured: M365 Group and SharePoint site created automatically during team first-start
• No credentials: A guided task is created for your admin to set up manually

Team bosses and lead agents become group owners, regular agents become members. Group members automatically get edit access to the SharePoint document library.

See Team Workspace Provisioning for full details.

Files & Attachments Integration

Microsoft 365 tools work alongside MeetLoyd's file management system:

• Agents can read and upload files to OneDrive
• Agents can create blank or rich Office documents (Word, Excel, PowerPoint) directly in OneDrive
• Agents can generate professional slide decks, structured Word documents with tables, and multi-sheet Excel workbooks
• Agents can read and write Excel data for reporting and data management
• Agents can share files with team members
• For local file operations (security scanning, parsing, RAG), use MeetLoyd's built-in file management

Setup & Configuration

Authentication Model

Microsoft 365 tools use Azure AD client credentials flow (application permissions). The agent impersonates a Microsoft 365 user via its assigned email address.

Prerequisites

1. Register an app in Azure AD Portal
2. Add API permissions (application type) -- see the permissions table below
3. Create a client secret
4. Grant admin consent for all permissions
5. Store credentials in the MeetLoyd vault:

Secret	Description
MS_TENANT_ID	Azure AD tenant ID
MS_CLIENT_ID	Application (client) ID
MS_CLIENT_SECRET	Client secret value

6. Assign email -- each agent must have a Microsoft 365 email configured in its settings

Required Permissions by Service

Service	Permissions
Outlook	Mail.ReadWrite, Mail.Send
OneDrive	Files.ReadWrite.All
Calendar	Calendars.ReadWrite
Teams meetings	OnlineMeetings.ReadWrite.All
Teams messaging	ChannelMessage.Send, Team.ReadBasic.All
SharePoint	Sites.Read.All
Admin: Groups	Group.ReadWrite.All
Admin: Sites	Sites.ReadWrite.All
Admin: Channels	Channel.Create
Admin: Users	User.ReadWrite.All, Directory.ReadWrite.All
Admin: Licenses	Organization.Read.All

Use Least Privilege

Only request the permissions your agents actually need. If an agent only reads email, use Mail.Read instead of Mail.ReadWrite. Admin permissions require extra care since they affect your entire directory.

Best Practices

Assign dedicated agent emails. Each agent should have its own Microsoft 365 mailbox for a clear audit trail, isolated mailbox per role, and easy revocation.

Use server-side filtering. When listing emails, use OData filter expressions to fetch only what the agent needs instead of pulling everything and filtering client-side.

Use named tables for Excel. Create a named table with excel_create_table before using excel_append -- it enables structured data management.

Troubleshooting

"No Azure Credentials" -- The tool returns a setupGuide with steps. Check that MS_TENANT_ID, MS_CLIENT_ID, and MS_CLIENT_SECRET are stored in the vault.

"Insufficient Privileges" -- Check API permissions in Azure AD app registration. Ensure admin consent was granted (application permissions require this). Verify the agent's email is a licensed Microsoft 365 account.

"No Agent Email" -- Each agent must have a Microsoft 365 email assigned in its settings page.

"Request Throttled" -- Microsoft Graph has service-specific limits:

Service	Limit
Outlook	10,000 requests/10 minutes
OneDrive	10,000 requests/10 minutes
Teams	2,000 requests/minute

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