🦞OpenClaw Guide
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SharePoint & OneDrive

Medium⏱️ 20-30 minutes

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OpenClaw SharePoint Integration: Enterprise Document Intelligence

SharePoint and OneDrive power document collaboration for millions of organizations worldwide. With the OpenClaw SharePoint integration, your AI assistant becomes a powerful interface to your enterprise content — searching across sites, retrieving documents, sharing files through chat, and understanding your organization's knowledge base.

Whether you're looking for that quarterly report buried in a team site, need to share a contract with a colleague, or want to search across your entire organization's documents, your OpenClaw assistant handles it through natural conversation.

Why SharePoint + AI Makes Sense

Enterprise professionals spend an estimated 20% of their time searching for documents. With content spread across multiple SharePoint sites, team libraries, and OneDrive folders, finding the right file often means opening browsers, navigating folder structures, and trying different search terms.

The OpenClaw SharePoint AI integration changes this entirely. Ask your assistant "Find the Q3 marketing plan" or "What's our current expense policy?" and get instant results. Your assistant searches across all sites and drives you have access to, respecting your organization's permission model.

Microsoft Graph API: The Foundation

This integration uses the Microsoft Graph API — the same API that powers Microsoft's own applications. This means:

  • Official API: No scraping or unofficial access. Everything goes through Microsoft's supported endpoints.
  • Permission model respected: You only see files you're authorized to access. Your assistant can't bypass SharePoint permissions.
  • Audit trail: All access is logged through standard Microsoft 365 audit logs.
  • Enterprise features: Works with sensitivity labels, retention policies, and compliance features.

SharePoint Sites vs. OneDrive: Understanding the Difference

SharePoint and OneDrive are closely related but serve different purposes:

SharePoint Sites are shared team spaces:

  • Team sites for departments, projects, or workgroups
  • Document libraries shared across teams
  • Communication sites for company news
  • Typically organized around teams, projects, or topics

OneDrive for Business is personal cloud storage:

  • Your individual files synced to the cloud
  • Files you've created or others have shared with you
  • Personal workspace with selective sharing

Your OpenClaw assistant searches both, giving you a unified view of all your accessible content.

OneDrive Personal vs. OneDrive for Business

Microsoft offers two versions of OneDrive:

OneDrive Personal (consumer):

  • Tied to personal Microsoft accounts (@outlook.com, @hotmail.com)
  • For personal photos, documents, and files
  • Consumer privacy policies apply

OneDrive for Business (enterprise):

  • Part of Microsoft 365 / Office 365
  • Tied to your work or school account
  • Subject to organizational policies and compliance
  • Integrates with SharePoint and Teams

The OpenClaw SharePoint integration supports OneDrive for Business through Microsoft Graph. For personal OneDrive, you'd use consumer Microsoft Graph endpoints with different authentication.

Document Search and Retrieval

Search is where this integration shines. Microsoft's search indexes content, metadata, and even text within documents. Your assistant leverages this to:

  • Full-text search: Find documents by content, not just filename
  • Metadata filtering: Search by author, date modified, file type, or custom properties
  • Cross-site search: Query across all SharePoint sites you can access
  • Contextual understanding: Ask "What did we decide about the pricing strategy?" and get relevant documents

When you find what you need, your assistant can:

  • Show you a preview or summary of the document
  • Download the file to your local machine
  • Share a link for collaboration
  • Extract specific information from the content

File Sharing Through Chat

Need to share a document with a colleague? Tell your assistant:

  • "Share the Q4 budget spreadsheet with Sarah"
  • "Send a link to the onboarding guide to the new hire"
  • "Give the legal team view access to the contract folder"

Your assistant creates sharing links with appropriate permissions:

  • View only: Recipients can read but not edit
  • Edit access: Recipients can modify the document
  • Organization links: Anyone in your org with the link can access
  • Specific people: Restricted to named individuals

Sharing respects your organization's policies. If external sharing is disabled, your assistant won't create external links.

Enterprise Permissions and Compliance

Enterprise environments have strict requirements. The OpenClaw SharePoint integration works within these constraints:

Permission inheritance: Documents inherit permissions from their library and site. Your assistant respects this hierarchy.

Sensitivity labels: If your organization uses Microsoft Information Protection labels (Confidential, Internal Only, etc.), these are preserved and enforced.

Data Loss Prevention (DLP): DLP policies that prevent sharing sensitive content externally are respected.

Retention policies: Documents under legal hold or retention requirements are handled according to policy.

Audit logging: All access through the integration appears in Microsoft 365 audit logs, maintaining your compliance posture.

Authentication and Security

The integration uses Azure AD OAuth 2.0 authentication:

  1. App registration: You create an app registration in Azure AD for OpenClaw
  2. Delegated permissions: Access uses your user identity, not app-only access
  3. Consent flow: You grant permission through Microsoft's consent screen
  4. Token refresh: Access tokens refresh automatically without re-authentication
  5. MFA support: Works with multi-factor authentication and conditional access

For organizations with strict security requirements:

  • App can be restricted to specific users or groups
  • Conditional access policies can require compliant devices
  • Tenant-level restrictions can limit which tenants the app accesses

Common Use Cases

Document discovery: "Find all presentations about our product roadmap from the last 6 months"

Policy lookup: "What's our current travel expense policy?" — searches policy libraries and returns the relevant document

Contract search: "Find contracts with Acme Corp" — searches across deal rooms and contract repositories

Meeting prep: "Get me the latest board deck" — finds and retrieves the most recent board presentation

Knowledge management: "How do we handle customer data requests?" — searches internal wikis and documentation sites

File sharing: "Share the proposal PDF with the sales team" — creates and sends appropriate sharing link

Working with Document Content

Beyond just finding files, your assistant can work with document content:

  • Summarize documents: Get a quick overview of lengthy reports
  • Extract data: Pull tables, figures, or key points from documents
  • Compare versions: Understand changes between document versions
  • Answer questions: "According to the employee handbook, how many vacation days do we get?"

This works best with text-based documents (Word, PDF, text). Images and complex spreadsheets may require downloading for full analysis.

Integration with Other Microsoft 365 Services

SharePoint doesn't exist in isolation. Your assistant can coordinate across Microsoft 365:

  • Teams + SharePoint: Files shared in Teams channels are stored in SharePoint. Search finds them all.
  • Outlook + OneDrive: Attachments sent via OneDrive links are searchable.
  • Planner + SharePoint: Task attachments in Planner reference SharePoint files.

With multiple OpenClaw integrations configured (Outlook, Teams, SharePoint), your assistant provides a unified view of your Microsoft 365 environment.

Performance and Limits

Microsoft Graph has rate limits and throttling:

  • Search: Handles typical enterprise search patterns well
  • Large downloads: Very large files may take time; consider direct browser access
  • Bulk operations: Mass file operations may be throttled

Your assistant handles throttling gracefully, retrying as needed. For intensive operations, you might see slightly slower responses.

Getting Started

Setup requires Azure AD app registration and configuration. The process takes about 20-30 minutes:

  1. Register an application in Azure AD
  2. Configure Microsoft Graph API permissions
  3. Set up authentication flow
  4. Configure OpenClaw with your app credentials
  5. Authenticate and start searching

Detailed steps are in the Setup section below. You'll need Azure AD admin access or help from your IT department for the app registration.

For IT Administrators

If you're setting this up for your organization:

  • Least privilege: Grant only necessary Graph API permissions
  • User consent vs admin consent: Decide whether users can self-authorize
  • Scoping: Consider limiting to specific sites or users
  • Monitoring: Use Microsoft 365 audit logs to monitor access
  • Documentation: Document the app registration for your team

The integration is designed for enterprise deployment. It works within your existing security and compliance framework, not around it.

Features

Unified Document Search

Search across all SharePoint sites and OneDrive in one query. Full-text search finds content inside documents, not just filenames. Ask 'Find the Q3 marketing plan' and get results from any site you can access.

Natural Language Retrieval

Ask for documents the way you'd ask a colleague. 'What's our expense policy?' or 'Get me the latest board presentation' — your assistant understands context and finds the right files.

File Sharing via Chat

Share documents through conversation. 'Share the contract with legal' creates appropriate sharing links. Control permissions — view only, edit access, or restricted to specific people.

Permission-Aware Access

Your assistant only accesses files you're authorized to see. SharePoint permissions, sensitivity labels, and sharing policies are all respected. No bypass, no escalation.

OneDrive for Business

Your personal cloud storage is fully accessible. Search your OneDrive, download files, and share items — all with the same conversational interface.

Document Content Analysis

Go beyond file names. Summarize long documents, extract key information, compare versions, and answer questions based on document content.

Microsoft Graph API

Built on Microsoft's official API. Proper OAuth authentication, audit logging, and compliance. Works with MFA, conditional access, and enterprise security policies.

Enterprise Compliance

Works within your compliance framework. Sensitivity labels, DLP policies, retention rules, and legal holds are all enforced. All access logged in Microsoft 365 audit logs.

Use Cases

Document discovery

Find documents across your organization without navigating folder structures. Search by content, author, date, or topic. 'Find all contracts from last quarter' returns results from any site.

Policy and procedure lookup

Instantly find company policies. 'What's our remote work policy?' searches HR sites and documentation libraries, returning the current official document.

Meeting preparation

Before meetings, ask for relevant documents. 'Get me the latest project status deck for Acme Corp' retrieves files from project sites and deal rooms.

Quick file sharing

Share files through chat without opening SharePoint. 'Share the proposal with Sarah and give her edit access' creates the link and sends it.

Knowledge base queries

Ask questions answered by your internal docs. 'How do we handle data subject access requests?' finds and summarizes your privacy documentation.

Cross-team collaboration

Find content from any team site you can access. Marketing collateral, engineering specs, sales decks — all searchable from one conversation.

Setup Guide

Requirements

  • Microsoft 365 or Office 365 subscription with SharePoint Online
  • Azure AD app registration (requires admin access or IT assistance)
  • Microsoft Graph API permissions (Files.Read, Sites.Read or appropriate scope)
  • OpenClaw running on a server or Mac
1

Register an Azure AD Application

Go to portal.azure.com, navigate to Azure Active Directory > App registrations > New registration. Name it 'OpenClaw SharePoint Integration'. Set redirect URI to 'http://localhost:8080/callback' for the auth flow.

2

Configure API Permissions

In your app registration, go to API permissions > Add a permission > Microsoft Graph. Add delegated permissions: Files.Read.All (or Files.ReadWrite.All for editing), Sites.Read.All, User.Read. Click 'Grant admin consent' if you're an admin.

3

Create Client Secret

Under Certificates & secrets, create a new client secret. Copy the value immediately — it won't be shown again. Save it securely.

4

Note Application Details

From the Overview page, copy your Application (client) ID and Directory (tenant) ID. You'll need these for OpenClaw configuration.

5

Configure OpenClaw

Add the SharePoint configuration to your OpenClaw config file with clientId, clientSecret, and tenantId. See the config example below.

6

Authenticate

Start OpenClaw and run the authentication flow. You'll be redirected to Microsoft login, where you grant consent to the permissions. Tokens are stored locally.

7

Test the Connection

Ask your assistant 'Search SharePoint for recent documents' or 'What's in my OneDrive?' to verify access is working correctly.

Configuration Example

# Microsoft SharePoint & OneDrive Configuration
# Add to ~/.config/openclaw/config.yaml

sharepoint:
  # Azure AD App Registration credentials
  clientId: "your-application-client-id"
  clientSecret: "your-client-secret-value"
  tenantId: "your-directory-tenant-id"
  
  # Optional: Restrict to specific sites
  # allowedSites:
  #   - "sites/HRPolicies"
  #   - "sites/Engineering"
  
  # Optional: Default search scope
  # defaultScope: "all"  # all, sites, onedrive
  
  # Optional: Enable write operations (default: read-only)
  # enableWrite: false

Limitations

  • ⚠️Azure AD app registration requires admin permissions or IT help
  • ⚠️Very large files may be slow to download; consider browser for files >100MB
  • ⚠️On-premises SharePoint Server is not supported (SharePoint Online only)
  • ⚠️Consumer OneDrive (personal Microsoft accounts) uses different authentication

Frequently Asked Questions

Do I need admin access to set this up?

You need Azure AD admin access to register the application and grant admin consent for permissions. If you're not an admin, work with your IT department to create the app registration. Once configured, regular users can authenticate with their own accounts.

Can my assistant see files I don't have access to?

No. The integration uses delegated permissions with your user identity. You only see files you're authorized to access in SharePoint. Permission inheritance, sensitivity labels, and sharing restrictions all apply.

What's the difference between OneDrive Personal and OneDrive for Business?

OneDrive for Business is part of Microsoft 365 and tied to your work/school account — this integration supports it fully. OneDrive Personal is the consumer version tied to personal Microsoft accounts (@outlook.com) and uses different authentication. For personal OneDrive, you'd need a separate consumer app registration.

Does it work with sensitivity labels and DLP?

Yes. Microsoft Information Protection labels (Confidential, Internal Only, etc.) are respected. DLP policies that prevent sharing sensitive content externally are enforced. The integration can't bypass these protections — they're enforced at the Microsoft Graph API level.

Is access logged for compliance?

All access through the Microsoft Graph API appears in Microsoft 365 audit logs. Your security team can monitor and audit OpenClaw access just like any other application accessing your Microsoft 365 environment.

Can it edit or delete files?

By default, the integration is configured for read-only access (Files.Read.All permission). To enable editing, change to Files.ReadWrite.All permission and set enableWrite: true in your config. We recommend read-only for most use cases.

Does it work with SharePoint On-Premises?

No, this integration is for SharePoint Online (Microsoft 365) only. On-premises SharePoint Server uses different APIs and authentication. If you're using hybrid, the integration accesses the SharePoint Online portion.

How does search work across sites?

Microsoft Graph Search queries the same index as SharePoint search. It searches across all sites and OneDrive content you can access, finding content inside documents (not just filenames). Results are ranked by relevance.

Can I restrict which sites the assistant accesses?

Yes. Use the allowedSites configuration option to limit access to specific SharePoint sites. This adds a layer of control beyond the base permissions model.

What happens with very large files?

Files over ~100MB may take time to download. For very large files, your assistant may suggest opening them directly in the browser instead. Upload limits depend on your SharePoint configuration.

Does it work with Microsoft Teams files?

Yes! Files shared in Teams are stored in SharePoint (each Team has an associated SharePoint site). Searching SharePoint includes Teams files. For full Teams integration (chat, meetings), see the Microsoft Teams integration page.

Can multiple team members use this?

Yes. Each user authenticates with their own Microsoft 365 credentials. Each person sees only what they're authorized to access. The Azure AD app registration is shared, but authentication is per-user.

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