Microsoft 365

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

48 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)

Send Email

await tools.outlook_send({
  to: 'customer@example.com',
  subject: 'Re: Your inquiry',
  body: 'Thank you for reaching out...',
  cc: 'team@company.com',
  importance: 'normal' // low, normal, high
});

// Returns
{
  success: true,
  sent: true,
  sentAs: 'agent@company.com'
}

The body field supports HTML content. Multiple recipients can be comma-separated in to, cc, and bcc.

List Emails

const emails = await tools.outlook_list({
  folder: 'inbox', // default: "inbox"
  filter: 'isRead eq false',
  maxResults: 10, // max: 100
  orderBy: 'receivedDateTime desc'
});

// Returns
{
  success: true,
  emails: [
    {
      id: 'AAMk...',
      subject: 'Your ticket #1234',
      from: 'support@company.com',
      to: ['agent@company.com'],
      receivedDateTime: '2026-02-10T10:30:00Z',
      isRead: false,
      preview: 'We have received your request...'
    }
  ],
  count: 3,
  mailbox: 'agent@company.com'
}

The filter parameter accepts OData filter expressions such as isRead eq false, from/emailAddress/address eq 'user@example.com', etc.

Search Emails

const results = await tools.outlook_search({
  query: 'from:alice subject:quarterly report',
  maxResults: 10
});

Search uses KQL (Keyword Query Language) for full-text search across subjects, bodies, and senders.

Reply and Forward

// Reply to a specific email
await tools.outlook_reply({
  messageId: 'AAMk...',
  body: 'Thanks for the update!',
  replyAll: false // true to reply-all
});

// Forward an email
await tools.outlook_forward({
  messageId: 'AAMk...',
  to: 'colleague@company.com',
  comment: 'FYI - see below'
});

Move and Delete

// Move to archive
await tools.outlook_move({
  messageId: 'AAMk...',
  destinationFolder: 'archive' // or: drafts, deleteditems, junkemail, or a folder ID
});

// Delete (moves to Deleted Items)
await tools.outlook_delete({ messageId: 'AAMk...' });

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

List Files

const files = await tools.onedrive_list({
  path: '/Documents/Projects', // optional, defaults to root
  maxResults: 20 // max: 100
});

// Returns
{
  success: true,
  files: [
    {
      id: 'item-123',
      name: 'Q4 Report.docx',
      size: 245678,
      createdDateTime: '2026-01-01T00:00:00Z',
      lastModifiedDateTime: '2026-02-10T10:00:00Z',
      webUrl: 'https://company-my.sharepoint.com/...',
      isFolder: false,
      mimeType: 'application/vnd.openxmlformats-officedocument.wordprocessingml.document'
    }
  ],
  count: 5,
  owner: 'agent@company.com'
}

Search Files

const files = await tools.onedrive_search({
  query: 'budget 2026',
  maxResults: 10
});

Read and Upload Files

// Read a file (text files return content, binary files return base64)
const file = await tools.onedrive_read({ itemId: 'item-123' });
// file.content = "file content...", file.encoding = "text" or "base64"

// Upload a text file
await tools.onedrive_upload({
  name: 'notes.txt',
  content: 'Meeting notes from today...',
  parentPath: '/Documents'
});

// Upload a binary file (base64)
await tools.onedrive_upload({
  name: 'chart.png',
  content: base64Content,
  parentPath: '/Images',
  isBase64: true
});

Max 10 MB for reads, 4 MB for simple uploads.

Create, Share, Delete

// Create a folder
await tools.onedrive_create_folder({
  name: 'Q1 Reports',
  parentPath: '/Documents'
});

// Share a file
await tools.onedrive_share({
  itemId: 'item-123',
  email: 'colleague@company.com',
  role: 'write', // read, write
  message: 'Here is the report'
});

// Delete
await tools.onedrive_delete({ itemId: 'item-123' });

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)

// Create a Word document
const doc = await tools.word_create({
  name: 'Meeting Notes',
  parentPath: '/Documents'
});
// doc.document.webUrl → opens in Word Online

// Create an Excel spreadsheet
const sheet = await tools.excel_create({
  name: 'Sales Pipeline',
  parentPath: '/Finance'
});

// Create a PowerPoint presentation
const pres = await tools.powerpoint_create({
  name: 'Q4 Review',
  parentPath: '/Presentations'
});

Extensions are added automatically. All documents return 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 (PptxGenJS, docx, ExcelJS) 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

Create a Presentation

const deck = await tools.powerpoint_create_deck({
  fileName: 'Q4 Review',
  slides: [
    {
      title: 'Q4 2025 Business Review',
      subtitle: 'Prepared by Strategy Team',
      layout: 'title'
    },
    {
      title: 'Revenue Highlights',
      body: 'Total revenue grew 45% year-over-year.',
      bullets: [
        'ARR reached $12M',
        'Net retention at 135%',
        '48 new enterprise accounts'
      ],
      notes: 'Emphasize NRR improvement vs Q3',
      layout: 'content'
    },
    {
      title: 'Regional Breakdown',
      body: 'North America leads, EMEA accelerating',
      layout: 'two-column'
    },
    {
      title: 'Next Steps',
      layout: 'section'
    }
  ],
  parentPath: '/Presentations'
});
// deck.file.webUrl → opens in PowerPoint Online

Available layouts: title, content, section, two-column, blank

Each slide supports title, subtitle, body, bullets (array of strings), notes (speaker notes), and layout.

Create a Word Document

const doc = await tools.word_create_document({
  fileName: 'Project Charter',
  sections: [
    {
      heading: 'Project Overview',
      headingLevel: 1,
      paragraphs: [
        'This document outlines the charter for Project Alpha.',
        'The project aims to deliver a unified customer portal by Q2 2026.'
      ]
    },
    {
      heading: 'Objectives',
      headingLevel: 2,
      bullets: [
        'Reduce support tickets by 40%',
        'Improve NPS from 32 to 50',
        'Consolidate 3 legacy portals into one'
      ]
    },
    {
      heading: 'Timeline',
      headingLevel: 2,
      table: {
        headers: ['Phase', 'Start', 'End', 'Owner'],
        rows: [
          ['Discovery', '2026-01-15', '2026-02-15', 'Product'],
          ['Design', '2026-02-15', '2026-03-30', 'UX'],
          ['Build', '2026-04-01', '2026-06-30', 'Engineering']
        ]
      }
    }
  ],
  parentPath: '/Documents/Charters'
});

Each section supports heading, headingLevel (1-4), paragraphs (array of strings), bullets (array of strings), and table (with headers and rows).

Create an Excel Workbook

const workbook = await tools.excel_create_workbook({
  fileName: 'Sales Pipeline Q1',
  sheets: [
    {
      name: 'Pipeline',
      headers: ['Company', 'Deal Size', 'Stage', 'Close Date', 'Owner'],
      rows: [
        ['Acme Corp', '$120,000', 'Negotiation', '2026-03-15', 'Alice'],
        ['Globex', '$85,000', 'Proposal', '2026-04-01', 'Bob'],
        ['Initech', '$200,000', 'Discovery', '2026-05-15', 'Charlie']
      ],
      columnWidths: [25, 15, 15, 15, 15]
    },
    {
      name: 'Summary',
      headers: ['Metric', 'Value'],
      rows: [
        ['Total Pipeline', '$405,000'],
        ['Weighted Pipeline', '$187,500'],
        ['Deals in Stage', '3']
      ]
    }
  ],
  parentPath: '/Finance'
});

Each sheet supports name, headers (array of column names), rows (2D array of values), and optional columnWidths (array of numbers).

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

Read Spreadsheet Data

const data = await tools.excel_read({
  fileId: 'file-123', // OneDrive file ID
  worksheet: 'Sheet1',
  range: 'A1:D10'
});

// Returns
{
  success: true,
  values: [
    ['Name', 'Email', 'Department', 'Start Date'],
    ['Alice', 'alice@company.com', 'Engineering', '2023-01-15'],
    ['Bob', 'bob@company.com', 'Sales', '2023-03-01']
  ],
  metadata: {
    address: 'Sheet1!A1:D10',
    rowCount: 3,
    columnCount: 4
  }
}

Write to Cells

await tools.excel_write({
  fileId: 'file-123',
  worksheet: 'Sheet1',
  range: 'A11',
  values: [
    ['Charlie', 'charlie@company.com', 'Marketing', '2024-01-15']
  ]
});

Tables: Create and Append

// Create a named table from existing data
await tools.excel_create_table({
  fileId: 'file-123',
  worksheet: 'Sheet1',
  range: 'A1:D5',
  hasHeaders: true,
  name: 'EmployeeTable'
});

// Append rows to the table
await tools.excel_append({
  fileId: 'file-123',
  tableName: 'EmployeeTable',
  values: [
    ['Diana', 'diana@company.com', 'Finance', '2024-06-01'],
    ['Eve', 'eve@company.com', 'Legal', '2024-07-15']
  ]
});

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

List Events

const events = await tools.ms_calendar_list_events({
  maxResults: 10,
  startDateTime: '2026-02-10T00:00:00Z',
  endDateTime: '2026-02-17T00:00:00Z'
});

// Returns events with attendees, location, Teams join URL if applicable

Create Event

const event = await tools.ms_calendar_create_event({
  subject: 'Project Kickoff',
  body: '<p>Initial planning session</p>',
  startDateTime: '2026-02-15T14:00:00Z',
  endDateTime: '2026-02-15T15:00:00Z',
  attendees: ['alice@company.com', 'bob@company.com'],
  location: 'Conference Room A',
  isOnlineMeeting: true // Automatically adds Teams meeting link
});

Set isOnlineMeeting: true to attach a Teams meeting link to the event.

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

Create Meeting

const meeting = await tools.teams_create_meeting({
  subject: 'Quick Sync',
  startDateTime: '2026-02-15T14:00:00Z', // omit for instant meeting
  endDateTime: '2026-02-15T14:30:00Z',
  attendees: ['alice@company.com']
});
// meeting.meeting.joinUrl → Teams meeting link

Channel Messaging

// List channels
const channels = await tools.teams_list_channels({ teamId: 'group-123' });

// Send a message
const msg = await tools.teams_send({
  teamId: 'group-123',
  channelId: 'channel-456',
  content: 'Hello team! Here is the update...',
  contentType: 'text' // or 'html'
});

// Reply to a message
await tools.teams_reply({
  teamId: 'group-123',
  channelId: 'channel-456',
  messageId: msg.message.id,
  content: 'Thanks for the update!'
});

List Members

const members = await tools.teams_list_members({ teamId: 'group-123' });
// members.members = [{ id, displayName, email, roles }]

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

Search Sites

const sites = await tools.sharepoint_list_sites({
  query: 'Marketing',
  maxResults: 10
});

Cross-Site Search

const results = await tools.sharepoint_search({
  query: 'quarterly budget report',
  entityTypes: ['driveItem', 'listItem'], // files and list items
  maxResults: 10
});

Uses the Microsoft Search API to find content across all accessible SharePoint sites.

List Items

const items = await tools.sharepoint_list_items({
  siteId: 'site-123',
  listId: 'Tasks',
  filter: "fields/Status eq 'Active'",
  maxResults: 50
});

Microsoft Admin (13 tools)

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

Groups & Infrastructure

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

// Create a group
const group = await tools.ms_admin_create_group({
  displayName: 'C-Suite Team',
  mailNickname: 'csuite',
  description: 'Executive leadership team',
  owners: ['ceo@company.com'],
  teamId: 'team_abc123' // optional: link to MeetLoyd team
});
// Includes: mailbox, calendar, SharePoint site, and Planner

// Add a member
await tools.ms_admin_add_group_member({
  groupId: group.group.id,
  userIdOrEmail: 'newmember@company.com',
  asOwner: false
});

// Create a Teams channel
await tools.ms_admin_create_teams_channel({
  groupId: group.group.id,
  displayName: 'Project Alpha',
  membershipType: 'standard' // standard, private, shared
});

User Management

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

// Create user
const user = await tools.ms_admin_create_user({
  displayName: 'New User',
  mailNickname: 'newuser',
  userPrincipalName: 'newuser@company.onmicrosoft.com',
  password: 'temporary-password',
  forceChangePasswordNextSignIn: true,
  department: 'Engineering',
  jobTitle: 'Software Engineer'
});

// List users
const users = await tools.ms_admin_list_users({
  filter: "department eq 'Engineering'",
  maxResults: 50
});

// Update user
await tools.ms_admin_update_user({
  userId: 'user-123',
  jobTitle: 'Senior Software Engineer',
  department: 'Platform Engineering'
});

License Management

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

// List available licenses
const licenses = await tools.ms_admin_list_licenses();
// licenses.licenses = [{ skuId, skuPartNumber, totalUnits, consumedUnits, availableUnits }]

// Assign a license
await tools.ms_admin_assign_license({
  userId: 'user-123',
  skuId: 'c7df2760-2c81-4ef7-b578-5b5392b571df' // Microsoft 365 E3
});

// Check user's licenses
const userLicenses = await tools.ms_admin_get_user_licenses({
  userId: 'user-123'
});

// Revoke a license
await tools.ms_admin_revoke_license({
  userId: 'user-123',
  skuId: 'c7df2760-2c81-4ef7-b578-5b5392b571df'
});

Connecting

Authentication Model

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

Prerequisites

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

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

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.

After provisioning, you can manage the workspace from the team's Workspace tab in the dashboard. 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

Best Practices

1. Use Least Privilege

Only request the permissions your agents actually need:

// ✅ Good - only what's needed
permissions: ['Mail.Read', 'Calendars.Read']

// ❌ Bad - overly broad
permissions: ['Mail.ReadWrite.All', 'Sites.FullControl.All']

2. Assign Dedicated Agent Emails

Each agent should have its own Microsoft 365 mailbox for:

• Clear audit trail
• Isolated mailbox per agent role
• Easy revocation

3. Use Server-Side Filtering

// ✅ Good - server-side filter
await tools.outlook_list({
  filter: "from/emailAddress/address eq 'support@company.com' and isRead eq false"
});

// ❌ Bad - fetching everything
await tools.outlook_list({ maxResults: 100 });

4. Use Named Tables for Excel

Create named tables before using excel_append — it enables structured data management:

// 1. Write headers + initial data
await tools.excel_write({
  fileId: 'file-123',
  range: 'A1:C2',
  values: [['Name', 'Amount', 'Status'], ['Acme', '50000', 'Active']]
});

// 2. Create a named table
await tools.excel_create_table({
  fileId: 'file-123',
  range: 'A1:C2',
  hasHeaders: true,
  name: 'Deals'
});

// 3. Append rows as data comes in
await tools.excel_append({
  fileId: 'file-123',
  tableName: 'Deals',
  values: [['Globex', '75000', 'Pending']]
});

Troubleshooting

"No Azure Credentials"

The tool returns a setupGuide array with steps. Check that MS_TENANT_ID, MS_CLIENT_ID, and MS_CLIENT_SECRET are stored in the vault.

"Insufficient Privileges"

1. Check API permissions in Azure AD app registration
2. Ensure admin consent was granted (application permissions require this)
3. 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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Next: Explore Security Features for authentication and compliance.