SharePoint

Read and update files and lists in a SharePoint site. It’s listed under the office category in the toolkit type picker.

Prerequisites

• An account at SharePoint with permission to issue an API token or credential, saved in Elitea as a sharepoint credential (/credentials/create-credential/<type>).
• If you plan to index content for retrieval: an embedding model, configured under AI providers.

Connect the toolkit

1. Open the toolkit type picker

   In the left navigation, open Toolkits, then select New. Filter the type picker by the office category, or search for “SharePoint”.

2. Pick or create a credential

   Under the credential field, choose an existing sharepoint credential, or select Create credential to add one without leaving the form.

3. Add indexing settings (optional)

   If you plan to index this source, set an embedding model. Indexes are kept in the platform’s vector store, so there is no vector-storage setting to pick. Leave it empty to use the toolkit without indexing.

4. Save

   Name the toolkit and select Create. It’s now available to attach to agents, pipelines and conversations in this project.

Available tools

Available tools (28)

The category of a tool decides when a run needs human approval to call it. See Runtime safety.

Tool	Category
Create list item	write
Get files list	read
Get list columns	read
Get lists	read
Index data	write
List indexes	read
Onenote create notebook	write
Onenote create page	write
Onenote create section	write
Onenote delete page	delete
Onenote get notebooks	read
Onenote get page content	read
Onenote get pages	read
Onenote get sections	read
Onenote list attachments	read
Onenote read attachment	read
Onenote read page	read
Onenote read page items	read
Onenote replace page content	write
Onenote update page	write
Read document	read
Read file from sharing link	read
Read list	read
Remove index	delete
Search index	read
Stepback search index	read
Stepback summary index	read
Upload file	write

Common issues

Note

The Indexes tab only appears when the configured worker can run this type’s index_data tool; if the worker can’t, the tab is hidden and shows the worker’s refusal message. index_data itself can’t be run from the Test tools pane — use the Indexes tab.

Note

The tools act as the signed-in person: the credential needs an OAuth discovery endpoint so each person authorizes SharePoint once. A credential without one (app-only access with a client secret) can’t be used by agents, and the toolkit is reported as not enabled with that reason. Microsoft retired app-only access to the OneNote API, so the OneNote tools need the signed-in access in any case. Text and Office files are read as text, pictures in them aren’t described, and a change (an upload, a new list item, an edit in OneNote) is sent once: if SharePoint doesn’t confirm it the agent is told the outcome is unknown and checks before repeating it.

Note

There’s no connection check on this form. Save the toolkit, then run one read-only tool from the editor’s Test tools pane to confirm the credential works before attaching SharePoint to an agent.