SharePoint Integration
Most enterprise AV firms run SharePoint. AS-builts, project libraries, dealer-program docs, manufacturer spec drops. Connect AVCodex to SharePoint and it navigates your sites, libraries, and folders the way your engineers already do.
Connect Microsoft SharePoint to your AVCodex agent so it can browse sites, search document libraries, read or upload files, and edit Excel spreadsheets at the cell level across your organization's SharePoint environment.
Once connected, your agent gains twelve tools for navigating SharePoint's site-and-library structure and editing Excel workbooks in place:
| Tool | Description |
|---|---|
| sharepoint_list_sites | Discover accessible SharePoint sites |
| sharepoint_list_drives | List document libraries within a site |
| sharepoint_search_files | Search for files by name or content within a library |
| sharepoint_list_files | Browse files and folders in a library |
| sharepoint_read_file | Read the contents of a file |
| sharepoint_get_metadata | Get detailed file or folder metadata |
| sharepoint_upload_file | Upload a text file to a document library |
| sharepoint_excel_get_worksheets | List worksheets (tabs) in an Excel file |
| sharepoint_excel_read_range | Read a specific cell range (e.g. A1:D10) |
| sharepoint_excel_write_range | Write values to a specific cell range, in place |
| sharepoint_excel_append_row | Append a row to the bottom of a worksheet |
| sharepoint_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 (Crestron submittals, Q-SYS Designer exports, AS-built drawings)
- Text files (JSON, CSV, XML, Markdown, code): read directly (control system code, signal flow JSON exports)
- 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 SharePoint in the list of available integrations.
2. Click Connect
Click the Connect button next to SharePoint. A Microsoft OAuth popup will appear.
3. Authorize access
Sign in with your Microsoft work account and grant the requested permissions. The integration requests file read/write access and site read access.
> Note: SharePoint access depends on your organization's Microsoft 365 permissions. The agent can only access sites and libraries that the connected account has permission to view.
4. Test it out
Once connected, open the chat preview and try: - "List my SharePoint sites" - "Show the document libraries in the Engineering site" - "Search for the Acme HQ AS-built in the Projects library"
Unlike OneDrive (which has a single personal drive), SharePoint organizes content into sites and document libraries. The agent navigates this hierarchy naturally:
- List sites to discover available SharePoint sites
- List drives within a site to find its document libraries
- Search or list files within a specific library
- Read or upload files by item ID or path
The agent handles this multi-step navigation automatically. Asking "find the Crestron NVX commissioning checklist on SharePoint" triggers the agent to search across the appropriate sites and libraries.
You can restrict the integration to specific sites, drives, and folders:
- Site restrictions limit which SharePoint sites are visible
- Drive restrictions limit which document libraries within a site are accessible
- Folder restrictions limit access to specific folders within a library
Useful in enterprise integrators where you want the agent scoped to engineering or to a specific multi-room project (e.g., the Acme Corp 40-room refresh).
The Excel workbook tools let the agent edit spreadsheets in place without replacing the whole file. Powered by the Microsoft Graph workbook API and uses the same OAuth connection you already authorized. No separate Azure AD app registration required.
Typical workflow:
- Discover structure: "List the worksheets in the Acme HQ BOM on SharePoint"
- Read existing data: "Show me cells A1:D20 of the Room Equipment sheet"
- Write or append: "Set cell B5 to 'Shure MXA920'" or "Append a new row: Boardroom 7, Crestron HD-MD-300-C-E, 'received'"
Example prompts:
- "Add a row to the Truck-Roll Log with today's date, 'Acme HQ Boardroom 4', and 'replaced HDBaseT extender'"
- "Read the BOM table from cells A1:E50 and summarize which manufacturers are over budget"
- "Update the status column (D2:D15) to 'Commissioned' for all rooms in the list"
- "What's in the Equipment sheet of
/Shared Documents/Acme-HQ-BOM.xlsx?"
The agent automatically figures out worksheet names, used ranges, and column letters. You just describe what you want to do.
- Engineering doc search: "Find the latest Crestron NVX firmware release notes on SharePoint"
- Project file access: "What's in the Acme HQ project library?"
- Cross-site search: "Search all SharePoint sites for documents about the dealer-program rollout"
- Doc upload: "Upload this commissioning summary to the project library"
- BOM updates: "Log this site visit to the Acme HQ truck-roll tracker spreadsheet"
- Compliance: "Find the most recent commissioning sign-off for the courthouse project and summarize it"
SharePoint tool calls use your standard LLM token billing. There is no separate per-call fee.
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