Claude + SharePoint: Connector, Setup and Triggers (2026)
Yes. Add the Carly connector to Claude, connect SharePoint, and you can set up triggers right from the chat: when this happens in SharePoint, do that. “When a file is added to the Contracts library, summarize it and email the account owner.” You type it once in Claude. Carly runs it every time, whether Claude is open or not.
Where Claude and SharePoint fall short today
Claude reaches SharePoint through its Microsoft 365 connector. Here’s what people run into:
- It can’t find the file. “Claude says it can’t find a document I know exists” is a troubleshooting entry in Anthropic’s own help page. Search runs through Microsoft’s index and your permissions, and Markdown file contents don’t come back from it.
- Some files won’t open. Anything outside the supported formats shows up in search, then fails with a “mime type is not allowed” error when Claude tries to read it.
- Saving files depends on your org. Claude only creates or updates files if write tools have been turned on for your organization.
- Nothing happens when a file lands. A signed contract hits the library, an invoice arrives, a folder fills up: Claude waits for someone to ask.
How Carly fixes it
- Two minutes to set up. Add the Carly connector, sign in with Microsoft, done.
- It saves files. Carly files attachments, contracts and notes into the right SharePoint folder.
- Triggers. Carly acts the moment a file is added or changed, and on any schedule you set.
- Everything else. Carly also runs your Outlook, calendar and phone, and connects to thousands of apps.
How to connect SharePoint to Claude
- Add Carly to Claude. Click Get the Carly connector, then Connect, and sign in.
- Connect SharePoint in Carly. Go to Integrations and sign in with your Microsoft account. Add Outlook while you’re there.
- Tell Claude what should happen, and when. Carly sets up the workflow and runs it from then on.
Carly sees only what your own Microsoft account can see. Seeing “Need admin approval”? Watch the quick fix.
Triggers you can set up from Claude
Type these into Claude. Each one becomes a trigger that runs in the cloud, the same way every time, whether or not you’re in the chat:
- “When a file is added to the Contracts library, summarize it and email the account owner.”
- “When a new file lands in the HR folder, give Claire a task to review it.”
- “When a client emails a signed contract, save it to their folder in SharePoint.”
- “When an invoice arrives in Outlook, save the PDF to the Finance library and log it in Excel.”
- “When a meeting ends, save the notes to the project’s SharePoint folder.”
- “Every Friday at 4pm, send me what was added to the Projects site this week.”
Steps that don’t need AI run as free Zapier-style workflows. Carly connects to thousands of apps, so any of these can also post to Slack, update HubSpot or text someone.
Ask Claude about your SharePoint files
Carly also lets Claude work your files in the chat:
- “Find the latest version of the Adobe MSA and summarize the payment terms.”
- “Which files in the Finance library changed this week?”
- “Pull the onboarding checklist from SharePoint and email it to Josh.”
- “Save this proposal to the Databricks folder.”
Free Zapier-style workflows; AI agents from $35/month. Get started.
How Claude connects to SharePoint today
Without Carly, SharePoint reaches Claude through Anthropic’s Microsoft 365 connector. It’s on every Claude plan but needs a work account, and there’s no separate SharePoint listing.
To set it up, open Customize, then Connectors, connect Microsoft 365 and sign in. A Microsoft Global Administrator has to approve it once, and on Team and Enterprise plans an organization Owner has to turn it on.
Once it’s connected, Claude can:
- Search and read the SharePoint sites and files you can already see, in Word, Excel, PowerPoint, PDF and plain text.
- Create and update files, but only if an admin has enabled write tools.
It runs only when you ask, and you can’t limit it to certain sites.
| Claude’s Microsoft 365 connector | Carly | |
|---|---|---|
| Search and read SharePoint files | Yes, when you ask | Yes, when you ask or on its own |
| Save and update files | Only if an admin enables write tools | Yes |
| Starts when a file is added or changed | No | Yes, with triggers |
| Runs with your laptop closed | No | Yes, in the cloud |
| Emails, texts or updates your other apps | Only in a chat | Yes, the moment it happens |
FAQ
Does Claude work with SharePoint?
Yes. Add the Carly connector to Claude and connect SharePoint to Carly. Then set up triggers from the chat, and Claude can find, read and save your files too.
Can Claude watch SharePoint for new files?
Yes, through Carly. Tell Claude “when a file is added to the Contracts library, summarize it and email me,” and Carly runs it every time, even when Claude is closed.
Doesn’t Claude have its own SharePoint connector?
Claude’s Microsoft 365 connector searches and reads SharePoint, and an admin can turn on file writes. It works while you’re chatting. It has no triggers, so nothing happens when a file lands unless you ask. More in can Claude access SharePoint.
Is the Microsoft 365 connector read-only?
Until an admin enables write tools, yes. With them on, Claude can create and update files when you ask. Through Carly, files get saved with no chat open.
Can I connect more than one SharePoint site?
Yes. See how to connect multiple SharePoint sites to Claude.
Is there a ChatGPT version?
Yes, the same setup works with the Carly plugin in ChatGPT. See ChatGPT + SharePoint.
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