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Microsoft SharePoint

Prefer guided AI setup?

Instead of following these steps manually, you can use the AI Credential Assistant — describe what you want to connect and the AI will walk you through the setup step by step, tailored to your account.

Overview​

Connect your Microsoft SharePoint to Nirvai to automate document management and collaboration workflows.

Supported Authentication Methods​

  • OAuth2

Prerequisites​

  • A Microsoft 365 account
  • Access to SharePoint sites

Setup Instructions​

  1. In Nirvai, go to Credentials > Add Credential
  2. Select Microsoft SharePoint OAuth2
  3. Enter your SharePoint Subdomain (e.g., "yourcompany" from yourcompany.sharepoint.com)
  4. Click Authorize
  5. Sign in with your Microsoft account
  6. Review and accept the requested permissions
  7. You'll be redirected back to Nirvai with your credential saved

Permissions Requested​

  • Sites.Read.All: Read all site collections
  • Sites.ReadWrite.All: Read and write to sites
  • Sites.Manage.All: Manage sites

What You Can Do​

  • Access site contents
  • Manage document libraries
  • Create and update lists
  • Upload and download files
  • Search across sites

Adapted from Microsoft documentation for Nirvai platform

Next Steps​

Got your credential? Connect it to an agent

Use the AI Tool Creator to turn this credential into agent-callable tools. Describe what your agent should be able to do and the AI investigates the API, configures the endpoints, and gives you a reviewable toolkit before saving anything.