Microsoft SharePoint

Connect Microsoft SharePoint so Darcy Chat and AI agents can search, read, and manage files across your document libraries

The Microsoft SharePoint integration lets Darcy Chat and AI agents work with files across your SharePoint sites and document libraries — searching, reading, creating, updating, organizing, and sharing — through natural conversation. It's a personal, user-level connection: you sign in to Microsoft and grant DarcyIQ access, and the connection works with the sites and libraries you can already access.

Find it across every site, in one ask: Say "Search SharePoint for the latest security policy and share me an edit link," and Darcy runs a tenant-wide search, reads the document, and generates a sharing link.

Beta: Microsoft SharePoint is currently a Beta integration available under Settings → Integrations.

Overview

Capability	Function	Business Impact
Tenant-wide Search	Full-text search across all sites and libraries in one call	Find documents fast, anywhere
Browse	List sites, document libraries, folders, and files	Navigate without opening SharePoint
Read	Read text-based file contents	Insights without leaving chat
Create & Organize	Upload, update, copy, move files, and create folders	Keep libraries tidy from chat
Share	Generate view or edit sharing links	Distribute documents quickly

What You Can Do

Action	Natural Language Example	Result
Search	"Search SharePoint for the onboarding checklist"	Matching files across the tenant
Browse	"List the document libraries in the Marketing site"	Sites, drives, and folders
Read	"Read the latest version of the runbook"	The file's text contents
Upload	"Upload these notes to the Project folder"	A new file in the library
Update	"Replace the contents of that file with the revised version"	The existing file is updated
Organize	"Create a 2026 folder and move the closed deals into it"	A new folder with files moved in
Share	"Generate an edit link for that document"	A shareable view/edit link

Reading file contents works for text-based files (txt, csv, json, md, xml, html, and similar); metadata is always available. Deleting a file requires your explicit approval.

Connecting Microsoft SharePoint

Connecting is a one-time OAuth sign-in. DarcyIQ never sees your Microsoft password — authentication happens on Microsoft's own consent screen.

1

Open Integrations Go to User Configuration → Integrations.

2

Find Microsoft SharePoint Locate the Microsoft SharePoint integration and click Connect.

3

Sign in to Microsoft You're redirected to Microsoft's sign-in and consent screen. Choose the account you want to use.

4

Approve the DarcyIQ connection Review the requested permissions and accept. You're returned to DarcyIQ with the integration marked Connected.

To revoke access later, disconnect the integration in DarcyIQ and/or remove DarcyIQ from your Microsoft account's app permissions.

Using SharePoint in Chat & Agents

Once connected, SharePoint is available wherever Darcy can use tools:

• Darcy Chat — search, read, create, organize, and share files in plain language.

• AI Agents — agents can pull source documents from SharePoint or write outputs back to it.

• AI Workflows — automate steps such as filing generated documents into the right library.

Permissions & Security

Aspect	Detail
Scope	Personal (user-level) — the connection respects the sites and libraries you can already access
Auth method	OAuth — you sign in with Microsoft and approve DarcyIQ; your password is never shared
Destructive actions	Deleting files requires your explicit approval
Revoking	Disconnect any time from Settings → Integrations or your Microsoft account app permissions