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The Microsoft 365 connector enables Claude to search, analyze, and act on information across SharePoint, OneDrive, Outlook, and Teams.
Available on all Claude plans: Free, Pro, Max, Team, and Enterprise. On Team and Enterprise plans, an organization Owner must enable the connector before members can connect.

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Capabilities

With this connector, Claude can:
  • Search and analyze documents across SharePoint sites and OneDrive libraries
  • Access email threads and analyze Outlook communications
  • Review meeting information from Teams Calendar
  • Pull insights from Teams Chat discussions
  • Send and manage email, including drafts, labels, mail filters, and automatic replies
  • Manage calendar events and find meeting times
  • Create and update files in SharePoint

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Setup requirements

On Free, Pro, and Max plans, no organization-level setup is needed. Connect from Customize > Connectors in claude.ai. A Microsoft Entra Global Administrator still needs to grant one-time tenant consent for your Microsoft organization.

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Prerequisites

  • A work or school Microsoft account on a Microsoft Entra tenant (personal accounts such as outlook.com, hotmail.com, or live.com aren’t supported)
  • Claude user with Owner or Primary Owner role (Team and Enterprise plans)
  • Global Administrator access to Microsoft Entra tenant
  • Active Microsoft 365 accounts for all users (Team and Enterprise plans)

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Phase 1: Administrator setup

Automatic Setup (Recommended):
  1. Navigate to Organization settings > Connectors
  2. Select Add, then All available
  3. Find Microsoft 365 and select “Add to your team”
  4. Connect individually and grant organization-wide permissions
  5. (Optional) Restrict user access or revoke specific permission scopes

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Phase 2: User enablement

Once enabled by administrators, team members:
  1. Navigate to Customize > Connectors
  2. Find Microsoft 365 and click “Connect”
  3. Authenticate with credentials

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Usage

Ask Claude questions requiring Microsoft 365 data, or ask Claude to take an action such as sending an email or updating a file. Claude automatically detects and uses the necessary tools.

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Example queries

  • “Find the Q4 strategic planning document in SharePoint”
  • “Summarize email conversations about the product launch”
  • “What discussions happened in Teams about the marketing campaign?”
  • “Review meeting notes from last week’s leadership sync”
  • “Draft a reply to the latest email about the vendor contract”
  • “Schedule a 30-minute sync with the design team next week”

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What you can access

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Write actions

Claude can take actions in Outlook and SharePoint: send mail and manage drafts; organize mail with labels, filters, and trash; set automatic replies; create, update, and delete calendar events; and create and update files in SharePoint. Read and search tools work the same whether or not write actions are enabled. Write actions are controlled by your organization’s administrators in two places:
  1. Approve the write permissions. If your tenant’s consent for the connector covers only read permissions, a Microsoft Entra Global Administrator or Application Administrator approves the updated permission set (mail, calendar, mailbox settings, and file writes) under Enterprise applications in the Entra admin center. This is a one-time action per tenant.
  2. Turn on write actions. If write actions are off for your organization, administrators turn them on for all users in the Microsoft 365 connector configuration, or enable them for specific users with role-based access control (beta).
Claude cannot attach files to the drafts it creates and cannot send Teams messages. For setup steps, see Connect to Microsoft 365 and Set up the Microsoft 365 connector in the help center. The Microsoft 365 connector security guide covers the permission model.

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Permissions

All permissions are delegated: Claude acts on behalf of users and can only access and change content that you already have permission to access and change in Microsoft 365. Write actions are available when your administrators enable them (see Write actions).

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Troubleshooting

  • Verify correct Microsoft 365 credentials
  • Check active license status
  • Review organizational third-party app policies
  • Try a different browser
  • Clear cookies and cache
  • Verify direct access to the document in Microsoft 365
  • Ensure document is in SharePoint/OneDrive (not local)
  • Recently uploaded documents may need time to index
  • Use specific SharePoint site names
  • Search by exact filename
  • Be more specific about requirements
  • Specify locations and date ranges
  • Use exact phrases
  • Break complex queries into simpler questions