Claude + SharePoint: What the Integration Can (and Can't) Do in 2026
Claude can read your SharePoint — but it can’t act in it. SharePoint is reached through Claude’s Microsoft 365 connector, and Anthropic states that connector is read-only. Claude can find, read, and summarize your SharePoint sites, libraries, and pages to use as context — but it cannot post, create, edit, or upload anything. And like every Claude connector, even that read-only access only works inside a chat you start — there are no triggers, and nothing runs while you’re away.
Here’s exactly how the connection works, how to turn it on, where the limits bite, and what to use if you want SharePoint work that runs on its own.
How Claude connects to SharePoint
There’s no standalone SharePoint app in Anthropic’s Connectors Directory. SharePoint comes bundled into the Microsoft 365 connector — Anthropic’s single read-only bridge across the Microsoft 365 suite, built on the Model Context Protocol (MCP) like the rest of the 400+ directory connectors.
The defining fact is right there in how Anthropic describes it: the Microsoft 365 connector is read-only. Through it, Claude can:
- Find and read SharePoint sites, libraries, and pages — pull a document or page into the conversation as context.
- Summarize and search across them — locate the policy, file, or detail you need.
- Read Outlook, OneDrive, and Teams too — bring email and discussions in as context as well.
What it cannot do is just as important:
- No posting or creating pages or documents.
- No editing or uploading to a library.
- No changing or deleting anything — the same read-only limit that applies across the 365 connector.
So Claude treats SharePoint as a searchable archive to read from, not a place it can act. You can ask “find the onboarding policy and summarize it” and get an answer; you can’t ask Claude to post, update, or upload anything. (For the broader picture of this connector, see Claude for Microsoft 365.)
How to set it up
Setup lives in Claude’s connector settings:
- Open Settings → Connectors in the Claude app or on claude.ai.
- Find the Microsoft 365 connector and click Connect.
- Sign in with your Microsoft account and approve the requested permissions (your tenant admin may need to allow it).
- Back in a chat, ask Claude to find or summarize something in SharePoint — it’ll search through the read-only connector.
The first-party directory connectors are available broadly; custom connectors (your own MCP server) require a paid plan. Note that connecting won’t unlock posting or editing — the read-only limit stands regardless of plan.
The limits that actually matter
The read-only nature is the whole story here. The integration’s shape is “a search box over your SharePoint,” not “an agent that maintains it.” Three limits define it:
- Read-only, full stop. Claude can find and read SharePoint content but can’t post, create, edit, or upload. There’s no “publish this page” or “add this to the library.”
- No triggers, no automation. Even the read access only works inside a conversation you start. There’s no “when a document is added, summarize and route it” or “when a page changes, notify the team.” Nothing fires on a SharePoint event — you have to be in the chat, prompting.
- Conversation-only and laptop-bound for scheduled work. Claude helps in the moment; it doesn’t watch your sites and act. The closest thing to “running on its own” is Claude Cowork’s scheduled tasks, which fire on a fixed clock and only “while your computer is awake and the Claude Desktop app is open.”
So Claude is great for “find this document in SharePoint and tell me what it says right now” and not built for “watch these sites and act when something changes.”
If you want SharePoint work that runs on its own: Carly
The moment you want something to actually happen with your SharePoint content — without you in the chat, and beyond what a read-only connector allows — you’ve crossed past what Claude offers here.
That’s where Carly fits. Carly is an AI executive assistant built to act on triggers, not just search in a chat:
- Fires on events, 24/7, in the cloud — when a document or message arrives, Carly acts; your laptop doesn’t need to be awake.
- Connects your documents into the rest of your stack — file documents, save attachments, and tie them to email, calendar, CRM, and tasks as part of a workflow.
- Actually sends and updates — drafts and sends email (Gmail and Outlook) with attachments, files and labels, manages tasks, updates your CRM, and records meetings — the actions a read-only connector can’t touch.
- Builds the workflow for you — tell it “I’d like to set up a system that summarizes new documents and emails the team a digest” in plain English; it interviews you, then builds it with you. No prompt engineering.
AI agents start at $35/month, and steps in a workflow that don’t use AI run free and unlimited. Carly connects to 200+ tools across 40+ categories — see integrations and the SharePoint integration page. By the way, Carly also integrates with SharePoint.
Claude’s SharePoint integration vs Carly
| Claude (Microsoft 365 connector) | Carly | |
|---|---|---|
| Find & read sites/libraries | Yes (read-only) | Yes |
| Post / create / edit pages | No (read-only) | Yes |
| Reads files / content | Yes | Yes |
| Edits / creates / posts | No (read-only) | Yes |
| Acts on triggers / events | No | Yes |
| Works while laptop is closed | No | Yes (cloud) |
| Sends email as part of the flow | No (Gmail draft-only) | Yes (Gmail + Outlook) |
| Pricing | Pro $20 / Max $100–$200 | AI agents from $35/mo |
Claude’s connector is a strong SharePoint reader inside a chat. Carly is a teammate that files, sends, and acts across your stack.
Frequently Asked Questions
Does Claude integrate with SharePoint?
Yes, through the Microsoft 365 connector — but Anthropic states it’s read-only. Claude can find, read, and summarize your SharePoint sites, libraries, and pages inside a chat (along with Outlook, OneDrive, and Teams), but it can’t post, create, edit, or upload anything.
Can Claude post or edit pages in SharePoint?
No. The Microsoft 365 connector is read-only, so Claude can read SharePoint content but cannot post, create, edit, or upload. For automatic, write-capable SharePoint workflows, you need an agent platform like Carly.
How do I connect Claude to SharePoint?
Go to Settings → Connectors in the Claude app or on claude.ai, connect the Microsoft 365 connector, sign in with your Microsoft account, and approve permissions (your admin may need to allow it). Then ask Claude to find or summarize SharePoint content in a chat.
Can Claude monitor SharePoint and act when something changes?
No. The connector is read-only and only works inside a conversation you start — there are no event triggers. For automatic, trigger-based SharePoint workflows, Carly fires on events 24/7 in the cloud.
Why is the Microsoft 365 connector read-only?
That’s how Anthropic ships it — the connector is for searching and reading across SharePoint, Outlook, OneDrive, and Teams, not for taking actions. See Claude for Microsoft 365 for the full picture. For posting, sending, and acting across both Microsoft and Google, Carly handles the write side.
More: Claude connectors · Claude for Microsoft 365 · Can Claude send emails · Claude vs Carly · Claude Cowork alternatives · Best AI agents for productivity
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