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    OneDrive

    Last updated · MAR 2026·Read as Markdown

    OneDrive Integration

    For AV firms running on Microsoft 365, point AVCodex at the OneDrive that holds your project files. The agent reads, searches, uploads, and edits Excel BOMs in place.

    Connect Microsoft OneDrive to your AVCodex agent so it can search, browse, read, and upload files in the connected user's personal OneDrive storage, and edit Excel spreadsheets at the cell level.

    Once connected, your agent gains ten tools:

    Tool Description
    onedrive_search_files Search for files by name or content
    onedrive_list_files List files and folders in a directory
    onedrive_read_file Read the contents of a file
    onedrive_get_metadata Get detailed file or folder metadata
    onedrive_upload_file Upload a text file to a specified path
    onedrive_excel_get_worksheets List worksheets (tabs) in an Excel file
    onedrive_excel_read_range Read a specific cell range (e.g. A1:D10)
    onedrive_excel_write_range Write values to a specific cell range, in place
    onedrive_excel_append_row Append a row to the bottom of a worksheet
    onedrive_excel_get_used_range Read all populated data in a worksheet

    Supported File Types#

    • PDFs, Word (.docx), Excel (.xlsx), PowerPoint (.pptx): extracted via document parsing (manufacturer spec sheets, AS-built drawings, BOMs)
    • Text files (JSON, CSV, XML, Markdown, JavaScript, code): read directly (Crestron SIMPL# source, Q-SYS Lua modules)
    • Binary files are identified but cannot be displayed as text

    1. Open the Integrations tab

    In your agent's builder, navigate to the Build section and select the Integrations tab. Find Microsoft OneDrive in the list of available integrations.

    2. Click Connect

    Click the Connect button next to OneDrive. A Microsoft OAuth popup will appear.

    3. Authorize access

    Sign in with your Microsoft account and grant the requested permissions. The integration requests file read/write access and site read access.

    4. Test it out

    Once connected, open the chat preview and try: - "Search my OneDrive for the Acme Corp HQ project proposal" - "List the files in my Project Docs folder" - "Read the contents of the BOM spreadsheet"

    You can optionally restrict the integration to specific folders. When configured:

    • List shows only the allowed folders at the root level
    • Search results are filtered to files within the allowed folders
    • Files outside the configured folders are not accessible

    Useful for keeping the agent scoped to engineering's project directory and out of HR or finance folders.

    The integration uses the Microsoft Graph API to interact with OneDrive. Files can be referenced by either their item ID or their file path (e.g., /Projects/Acme-HQ/AS-Built.docx).

    When the agent reads a file:

    1. It checks the file's MIME type and size
    2. For document formats (PDF, DOCX, XLSX, PPTX), it uses document parsing to extract text
    3. For text-based formats, it reads the content directly
    4. Binary files are identified with their type but cannot be displayed

    The Excel workbook tools let the agent edit spreadsheets in place without replacing the whole file. Powered by the Microsoft Graph workbook API and reuses the same OAuth connection. No separate Azure AD setup needed.

    Typical workflow:

    1. Discover structure: "List the worksheets in my BOM on OneDrive"
    2. Read existing data: "Show me cells A1:D20 of the Room Equipment sheet"
    3. Write or append: "Set cell B5 to QSC NV-32-H" or "Append a new row with today's truck-roll log"

    Example prompts:

    • "Add a row to my truck-roll log: today, Acme HQ Boardroom 4, 'replaced bad HDBaseT extender'"
    • "Read the data in /Projects/Acme-HQ/BOM.xlsx and tell me which line items are still pending"
    • "Update cell C3 of the Commissioning sheet to 'Signed off'"

    The agent automatically figures out worksheet names, used ranges, and column letters.

    • Doc retrieval: "Find and read the latest commissioning checklist for Acme HQ"
    • File browsing: "What files are in the Acme HQ project folder?"
    • Doc creation: "Create an AS-built summary from our commissioning notes and upload it to OneDrive"
    • File search: "Search for any files related to the Q1 dealer-program rollout"
    • BOM updates: "Append today's installed-equipment list to the BOM tracker"

    OneDrive tool calls use your standard LLM token billing. There is no separate per-call fee.

    *AVCodex · Your AV expertise. Amplified by AI.*

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