SharePoint

Connect SharePoint so your agents can work in your SharePoint account. You choose an access level for each account, and Squad refuses any agent action outside that level.

Access levels

Each SharePoint account has an access level: Read-only, Read + write, and Full access. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.

Level	The connect window describes this level as	Actions agents can use
Read-only	”Read SharePoint sites and files.”	27 of 105
Read + write (recommended)	“Read and write site content and list items.”	96 of 105
Full access	”Manage site permissions, create/delete sites.”	105 of 105

Read + write is the recommended level. The connect window selects it for you, and you can choose another level. The SharePoint sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every agent action against the level you chose, and it refuses actions outside that level.

What agents can do at each level

Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.

Find an action. Open a level and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example “What can you do in my SharePoint account?” The agent can search the SharePoint actions for you.

Each action shows its name, a one-line description where the SharePoint action catalog has one, and its slug. The slug is the ID that agents use when they call the action.

Read-only

Agents can use 27 of the 105 SharePoint actions at this level:

View list items
View content
View files
View and run lists
View users
View attachments
View drives
View folders
View followers
View groups
Search queries
View roles and permissions

All 27 actions at this level:

Works on	Action	What it does	Slug
Attachments	List item attachments	List all attachments for a SharePoint list item.	`SHARE_POINT_LIST_ITEM_ATTACHMENTS`
Content	Get item attachment content	Download an attachment from a SharePoint list item.	`SHARE_POINT_GET_ITEM_ATTACHMENT_CONTENT`
	Get site page content	Retrieve modern SharePoint Site Pages content by reading list item fields.	`SHARE_POINT_GET_SITE_PAGE_CONTENT`
Drives	List drive children	List children (files and folders) in a SharePoint drive using REST API v2.0.	`SHARE_POINT_LIST_DRIVE_CHILDREN`
	List drives rest API	Retrieve drives using SharePoint REST API v2.0.	`SHARE_POINT_LIST_DRIVES_REST_API`
	List site drives		`SHARE_POINT_LIST_SITE_DRIVES`
Files	Download file by server relative URL	Download a file by server-relative URL.	`SHARE_POINT_DOWNLOAD_FILE_BY_SERVER_RELATIVE_URL`
	List files in folder	List files within a SharePoint folder (non-recursive.	`SHARE_POINT_LIST_FILES_IN_FOLDER`
Folders	Get all folders	Retrieve all folders in the SharePoint web.	`SHARE_POINT_GET_ALL_FOLDERS`
	List subfolders in folder	List immediate child folders within a SharePoint folder.	`SHARE_POINT_LIST_SUBFOLDERS_IN_FOLDER`
Followers	Get my followers	Retrieves the list of users who are following the authenticated user in SharePoint.	`SHARE_POINT_GET_MY_FOLLOWERS`
Groups	List site groups	List SharePoint site groups for a site collection.	`SHARE_POINT_LIST_SITE_GROUPS`
List items	Get list items	Retrieve items from a SharePoint list.	`SHARE_POINT_GET_LIST_ITEMS`
	Get list items by guid	Retrieve items from a SharePoint list using its GUID.	`SHARE_POINT_GET_LIST_ITEMS_BY_GUID`
	List drive recent items	List recently modified items in a SharePoint drive using Microsoft Graph API.	`SHARE_POINT_LIST_DRIVE_RECENT_ITEMS`
	List recycle bin items	List items in the SharePoint Recycle Bin.	`SHARE_POINT_LIST_RECYCLE_BIN_ITEMS`
Lists	List all lists	Retrieves all lists in the current SharePoint web/site.	`SHARE_POINT_LIST_ALL_LISTS`
	Render list data as stream	Retrieve list items from SharePoint with rich metadata and formatting.	`SHARE_POINT_RENDER_LIST_DATA_AS_STREAM`
Queries	Search query	Search SharePoint content using Keyword Query Language (KQL).	`SHARE_POINT_SEARCH_QUERY`
Roles and permissions	Get role definitions	List role definitions at the web level.	`SHARE_POINT_GET_ROLE_DEFINITIONS`
	Get user effective permissions on web	Get a user’s effective permissions on the current SharePoint site (Web).	`SHARE_POINT_GET_USER_EFFECTIVE_PERMISSIONS_ON_WEB`
Sites	List sites	Retrieve all SharePoint sites accessible to the user.	`SHARE_POINT_LIST_SITES`
Users	Get current user	Retrieve the current user for the site.	`SHARE_POINT_GET_CURRENT_USER`
	List site users	List users in the site collection.	`SHARE_POINT_LIST_SITE_USERS`
Other actions	Get context info	Retrieve SharePoint context information including the form digest value.	`SHARE_POINT_GET_CONTEXT_INFO`
	Get my followed	Get entities the current user is following.	`SHARE_POINT_GET_MY_FOLLOWED`
	Is followed	Check if the current user is following a specified actor.	`SHARE_POINT_IS_FOLLOWED`

Read + write (recommended)

Agents can use 96 of the 105 SharePoint actions at this level: everything in Read-only, plus:

Create and update list items
View, create, and update types
Search, create, update, and manage files
Search, create, and manage users
View change history
Create and update fields
Create and update folders
Create and update lists
View subscriptions
View and update versions
View collections
View columns

The 69 actions that this level adds to Read-only:

Attachments (1)

Action	What it does	Slug
Add attachment to list item	Add an attachment to a SharePoint list item.	`SHARE_POINT_ADD_ATTACHMENT_TO_LIST_ITEM`

Change history (2)

Action	What it does	Slug
Get changes	Retrieve changes from SharePoint list change log.	`SHARE_POINT_GET_CHANGES`
Get drive item changes		`SHARE_POINT_GET_DRIVE_ITEM_CHANGES`

Collections (1)

Action	What it does	Slug
Get site collection info	Fetch site collection metadata (URL, ID, root web URI) only.	`SHARE_POINT_GET_SITE_COLLECTION_INFO`

Columns (1)

Action	What it does	Slug
List list columns	List all column definitions in a SharePoint list.	`SHARE_POINT_LIST_LIST_COLUMNS`

Drives (1)

Action	What it does	Slug
Get drive by ID		`SHARE_POINT_GET_DRIVE_BY_ID`

Events (1)

Action	What it does	Slug
Log event	Log custom usage analytics events in SharePoint for tracking user activities.	`SHARE_POINT_LOG_EVENT`

Fields (2)

Action	What it does	Slug
Create list field	Create a new field (column) in a SharePoint list.	`SHARE_POINT_CREATE_LIST_FIELD`
Update list field		`SHARE_POINT_UPDATE_LIST_FIELD`

Files (7)

Action	What it does	Slug
Check in file	Check in a file.	`SHARE_POINT_CHECK_IN_FILE`
Get file by server relative URL	DEPRECATED: Use GetSiteDriveItemByPath instead.	`SHARE_POINT_GET_FILE_BY_SERVER_RELATIVE_URL`
Recycle file	Move a file to the Recycle Bin.	`SHARE_POINT_RECYCLE_FILE`
Search files		`SHARE_POINT_SEARCH_FILES`
SharePoint check out file	Check out a file in a document library.	`SHARE_POINT_SHAREPOINT_CHECK_OUT_FILE`
Undo checkout file	Undo a file checkout, discarding any changes made while checked out.	`SHARE_POINT_UNDO_CHECKOUT_FILE`
Upload file	Upload a file to a SharePoint document library or folder.	`SHARE_POINT_UPLOAD_FILE`

Folders (3)

Action	What it does	Slug
Get folder by server relative URL	DEPRECATED: Use SHARE_POINT_GET_SITE_DRIVE_ITEM_BY_PATH instead.	`SHARE_POINT_GET_FOLDER_BY_SERVER_RELATIVE_URL`
Rename folder	Renames a SharePoint folder by updating its list item metadata.	`SHARE_POINT_RENAME_FOLDER`
SharePoint create folder	Creates a new folder in SharePoint using the REST API.	`SHARE_POINT_SHAREPOINT_CREATE_FOLDER`

Links (2)

Action	What it does	Slug
Add field link to content type	Add a field link to a list content type.	`SHARE_POINT_ADD_FIELD_LINK_TO_CONTENT_TYPE`
Create drive item sharing link	Create a sharing link for a drive item in SharePoint or OneDrive.	`SHARE_POINT_CREATE_DRIVE_ITEM_SHARING_LINK`

List items (12)

Action	What it does	Slug
Copy drive item		`SHARE_POINT_COPY_DRIVE_ITEM`
Create list item by ID	Create a new item in a SharePoint list using the list’s GUID.	`SHARE_POINT_CREATE_LIST_ITEM_BY_ID`
Create list item in folder	Create a list item in a specific folder within a SharePoint list.	`SHARE_POINT_CREATE_LIST_ITEM_IN_FOLDER`
Get drive item by ID		`SHARE_POINT_GET_DRIVE_ITEM_BY_ID`
Get list item by ID	Retrieve a SharePoint list item by ID.	`SHARE_POINT_GET_LIST_ITEM_BY_ID`
Get site drive item by path	Retrieve a file or folder by its server-relative path in a SharePoint site.	`SHARE_POINT_GET_SITE_DRIVE_ITEM_BY_PATH`
Recycle list item	Move a list item to the Recycle Bin.	`SHARE_POINT_RECYCLE_LIST_ITEM`
Restore recycle bin item	Restore a SharePoint Recycle Bin item.	`SHARE_POINT_RESTORE_RECYCLE_BIN_ITEM`
SharePoint create list item	Creates a new item in a SharePoint list.	`SHARE_POINT_SHAREPOINT_CREATE_LIST_ITEM`
Update drive item	Update the properties of a drive item (file or folder) in SharePoint using SharePoint REST API.	`SHARE_POINT_UPDATE_DRIVE_ITEM`
Update file item		`SHARE_POINT_UPDATE_FILE_ITEM`
Update list item	Update fields on an existing SharePoint list item.	`SHARE_POINT_UPDATE_LIST_ITEM`

Lists (4)

Action	What it does	Slug
Get list by guid	Retrieve a SharePoint list by its GUID.	`SHARE_POINT_GET_LIST_BY_GUID`
Get list by title	Retrieve a SharePoint list by its title.	`SHARE_POINT_GET_LIST_BY_TITLE`
SharePoint create list	Creates a new list in SharePoint using the REST API.	`SHARE_POINT_SHAREPOINT_CREATE_LIST`
Update list	Update properties of an existing SharePoint list.	`SHARE_POINT_UPDATE_LIST`

Reports (1)

Action	What it does	Slug
Get drive item analytics	Get analytics for a SharePoint drive item.	`SHARE_POINT_GET_DRIVE_ITEM_ANALYTICS`

Roles and permissions (6)

Action	What it does	Slug
Add role assignment to item	Add a role assignment to a list item.	`SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_ITEM`
Add role assignment to list	Add a role assignment to a SharePoint list.	`SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST`
Break role inheritance on item	Break permission inheritance on a list item.	`SHARE_POINT_BREAK_ROLE_INHERITANCE_ON_ITEM`
Break role inheritance on list	Breaks permission inheritance on a SharePoint list, allowing you to set unique permissions.	`SHARE_POINT_BREAK_ROLE_INHERITANCE_ON_LIST`
List drive item permissions		`SHARE_POINT_LIST_DRIVE_ITEM_PERMISSIONS`
List web role assignments		`SHARE_POINT_LIST_WEB_ROLE_ASSIGNMENTS`

Sites (4)

Action	What it does	Slug
Get site by hostname		`SHARE_POINT_GET_SITE_BY_HOSTNAME`
Get site by ID		`SHARE_POINT_GET_SITE_BY_ID`
Get site root		`SHARE_POINT_GET_SITE_ROOT`
Update site	Update properties of the current SharePoint site (web).	`SHARE_POINT_UPDATE_SITE`

Subscriptions (2)

Action	What it does	Slug
Get webhook subscription	Retrieve a specific webhook subscription by ID from a SharePoint list.	`SHARE_POINT_GET_WEBHOOK_SUBSCRIPTION`
Get webhook subscriptions	Retrieve all webhook subscriptions on a SharePoint list.	`SHARE_POINT_GET_WEBHOOK_SUBSCRIPTIONS`

Types (6)

Action	What it does	Slug
Create content type	Create a new content type in SharePoint.	`SHARE_POINT_CREATE_CONTENT_TYPE`
Get content type	Retrieve a single SharePoint content type by its ID.	`SHARE_POINT_GET_CONTENT_TYPE`
Get content types	Retrieves all content types from the current SharePoint site.	`SHARE_POINT_GET_CONTENT_TYPES`
Get content types for list	Retrieve all content types for a specific SharePoint list by GUID.	`SHARE_POINT_GET_CONTENT_TYPES_FOR_LIST`
Get list content type by ID	Retrieve a specific content type from a SharePoint list by its ID.	`SHARE_POINT_GET_LIST_CONTENT_TYPE_BY_ID`
Update content type	Update a SharePoint content type’s properties such as name, description, group, or hidden status.	`SHARE_POINT_UPDATE_CONTENT_TYPE`

Users (5)

Action	What it does	Slug
Ensure user	Ensures a user exists in a SharePoint site by their login name.	`SHARE_POINT_ENSURE_USER`
Get group users	Retrieves all users who are members of a specified SharePoint group.	`SHARE_POINT_GET_GROUP_USERS`
Get group users by ID	Retrieve all users in a specific SharePoint site group by group ID.	`SHARE_POINT_GET_GROUP_USERS_BY_ID`
SharePoint create user	DEPRECATED: Use SHARE_POINT_ENSURE_USER instead (supports email param directly).	`SHARE_POINT_SHAREPOINT_CREATE_USER`
SharePoint find user	Searches for a user in the SharePoint site by email address and returns their profile information if found.	`SHARE_POINT_SHAREPOINT_FIND_USER`

Versions (2)

Action	What it does	Slug
Get list item version	Retrieve a specific version of a SharePoint list item.	`SHARE_POINT_GET_LIST_ITEM_VERSION`
Restore drive item version	Restore a previous version of a SharePoint drive item.	`SHARE_POINT_RESTORE_DRIVE_ITEM_VERSION`

Other actions (6)

Action	What it does	Slug
Create web	Create a new SharePoint subsite under the current site.	`SHARE_POINT_CREATE_WEB`
Follow	Follow a SharePoint user, document, site, or tag.	`SHARE_POINT_FOLLOW`
Get web info	Retrieve information about the current SharePoint web (site) using REST API.	`SHARE_POINT_GET_WEB_INFO`
Search suggest	Get search query suggestions.	`SHARE_POINT_SEARCH_SUGGEST`
Upload from URL	Fetch a file from a URL and upload it to SharePoint.	`SHARE_POINT_UPLOAD_FROM_URL`
Validate credential		`SHARE_POINT_VALIDATE_CREDENTIAL`

Full access

Agents can use 105 of the 105 SharePoint actions at this level: everything in Read + write, plus:

Delete list items
Delete lists
Delete content
Delete folders
Delete users

The 9 actions that this level adds to Read + write:

Works on	Action	What it does	Slug
Content	Delete drive item version content	Delete content for a specific version of a drive item in SharePoint.	`SHARE_POINT_DELETE_DRIVE_ITEM_VERSION_CONTENT`
Folders	Delete folder	Deletes a folder from a SharePoint document library.	`SHARE_POINT_DELETE_FOLDER`
List items	Delete file item		`SHARE_POINT_DELETE_FILE_ITEM`
	Delete list item	Delete a SharePoint list item.	`SHARE_POINT_DELETE_LIST_ITEM`
	Delete list items		`SHARE_POINT_DELETE_LIST_ITEMS`
	Delete recycle bin item permanent	Permanently delete a SharePoint Recycle Bin item.	`SHARE_POINT_DELETE_RECYCLE_BIN_ITEM_PERMANENT`
Lists	Delete list	Delete a SharePoint list.	`SHARE_POINT_DELETE_LIST`
	Delete list by title	Delete a SharePoint list by its title.	`SHARE_POINT_DELETE_LIST_BY_TITLE`
Users	SharePoint remove user	Removes a user from SharePoint.	`SHARE_POINT_SHAREPOINT_REMOVE_USER`

Connect SharePoint

Before you start:

You need a SharePoint account that you can sign in to.
Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

Open Integrations

Open Settings > Integrations.

Add an integration

On the Connected apps tab, click + Add integration.

Find SharePoint

Find SharePoint in the catalog and click it. You can type the name in Search the catalog….

Choose an access level

Under Default scope, choose an access level. This level applies to every agent.

Click Connect SharePoint

Click Connect SharePoint. The SharePoint sign-in page opens in a new tab.

Check that it works: SharePoint shows under YOUR CONNECTIONS, with a row for the account and its access level.

Change the access level

Under YOUR CONNECTIONS, find the SharePoint account.
Open the account menu (⋯) and click Manage scope.
Under Default scope, choose the new level.
Click Save access.

The change does not need a new sign-in. Agents get the new level from their next call.

Set access for one agent

Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.

Under YOUR CONNECTIONS, open the account menu (⋯) on the SharePoint account.
Click Manage scope.
Under Per-agent access, find the agent.
Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
Click Save access.

An agent never gets more than the account’s level, even if you choose a higher level for it. Changes apply from the agent’s next call. An agent with No access does not see the account.

Use more than one SharePoint account

Click + Account on the SharePoint card to connect another account. Agents use the primary account unless they are asked to use a specific one.

After you click + Account, follow the connect steps above.
Each account has its own access level.
The first account you connect becomes the primary account. It shows ★ PRIMARY.
To change the primary account, open the account menu (⋯) and click Make primary.
To tell accounts apart, open the account menu (⋯) and click Rename.

Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the SharePoint side:

Open the account menu (⋯) and click Reconnect.
Click Reauthorize on SharePoint.
Sign in to SharePoint and approve the request.

Reconnect signs in to the same account again. It does not add a second connection. Open the account menu (⋯) on the SharePoint account and click Disconnect. Agents lose access to that account at once.

Disconnect acts at once, with no confirmation step. If it was the primary account, another connected SharePoint account becomes primary.

Costs

SharePoint actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

Troubleshooting

An agent reports that an action is not allowed on this account.

Cause: the action is outside the account’s access level, or outside the level you set for that agent.
Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.

An agent says it has no access to SharePoint, or it does not see the account.

Cause: the agent is set to No access under Per-agent access, or the account is not connected.
Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.

Connecting or saving fails with “Your subscription isn’t active.”

Cause: your Squad subscription is not active.
Fix: resubscribe. See Manage your subscription.

An agent says the SharePoint connection has expired.

Cause: the sign-in for that account is no longer valid.
Fix: use Reconnect on the account.

Common questions

Can I limit what agents can do in SharePoint?

Can I connect more than one SharePoint account?

Click + Account on the SharePoint card to connect another account. Agents use the primary account unless they are asked to use a specific one.

How do I disconnect SharePoint?

Open the account menu (⋯) on the SharePoint account and click Disconnect. Agents lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.

Recommended

Analytics

Communication

CRM & Support

Dev & Project Management

E-commerce & Payments

Email & Productivity

File Storage

Finance & Time

Marketing & Social

Scheduling & Meetings

Access levels

What agents can do at each level

Connect SharePoint

Change the access level

Set access for one agent

Use more than one SharePoint account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Connect apps

Add an MCP server or an API key

​Access levels

​What agents can do at each level

​Connect SharePoint

​Change the access level

​Set access for one agent

​Use more than one SharePoint account

​Reconnect or disconnect

​Costs

​Troubleshooting

​Common questions

​Related pages

Connect apps

Add an MCP server or an API key

Access levels

What agents can do at each level

Connect SharePoint

Change the access level

Set access for one agent

Use more than one SharePoint account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Related pages