How to Connect Multiple SharePoint Sites to Claude Cowork
Claude Cowork cannot reach a SharePoint site in a second Microsoft tenant, and guest access does not get you round it. Connect each Microsoft identity to Carly, add Carly to Claude once, and a single Cowork task can read or file across every tenant you already have access to. Carly holds your Gmail and Outlook mailboxes, both sets of calendars and your drives in the same place.
Many sites inside one tenant is the other question, and it needs no setup at all. That one is covered below too.
1. Add your SharePoint sites to Carly
- Sign in at carlyassistant.com.
- Open carlyassistant.com/integrations.
- Find SharePoint, click Connect, and authorize the site.
- Click Connect again for the next one, and keep going for as many sites as you want.
Unlimited connected emails and calendars are included, so the number of identities does not change the price.
Carly connects to thousands of apps, so while you are on that page you can add your inboxes, calendars, CRM, and anything else you want Claude Cowork to reach through the same connector.
2. Connect Carly to Claude Cowork
In Claude:
- Open Customize in the sidebar.
- Select Connectors.
- Click +, then Add custom connector.
- Paste
https://carlyassistant.com/mcp/. - Click Add and authorize your Carly account.
- In the Cowork task, open + → Connectors and enable Carly.
Anthropic documents this path in its remote MCP connector guide. Cowork is on paid plans only, and on Team or Enterprise an Owner enables connectors for the organization first.
What the finished setup gives you
With one Carly connector in Cowork, you can:
- compare a client’s statement of work against your own master template;
- file a countersigned document to the tenant that owns it;
- search one named site instead of an entire tenant;
- hold two employers’ intranets side by side;
- work in a client tenant without their administrator consenting;
- start when a document lands rather than when you ask.
The tenants stay separate underneath. Carly supplies the routing, and Claude remains where you run the task.
Why the native Microsoft 365 connector does not solve this
Cowork has no connector list of its own. Anthropic’s wording is that “Chat and Cowork now share one home,” so the connector you configure in ordinary Claude settings is the one Cowork uses. There is no standalone SharePoint connector; it arrives inside Microsoft 365.
Worth knowing before you try to narrow it. Anthropic documents that “the Microsoft 365 connector searches SharePoint across the entire tenant using the permissions of the user. Site-specific search restriction isn’t supported.” Search needs Sites.Read.All, and site-specific *.Selected scopes are not supported because the underlying search is tenant-wide.
| Site | Tenant | Native path in Cowork |
|---|---|---|
| Your team site | Your tenant | Yes, and always in scope |
| A contracts library | Your tenant | Yes, if you can open it |
| A project site you joined | Your tenant | Yes, with your permissions |
| A client site you are a guest in | Another tenant | No |
| A second employer’s intranet | Another tenant | No |
Native Cowork versus Carly
| Need | Claude Cowork | Carly connector |
|---|---|---|
| Search many sites in one tenant | Yes, tenant-wide by default | Yes |
| Restrict search to a single site | No | Yes, per instruction |
| Respect existing SharePoint permissions | Yes | Yes |
| Create or update files in a library | Yes, after admin approval | Yes |
| Hold two tenants at once | No | Yes |
| Act when a document lands | No | Yes |
Inside a single tenant Cowork is strong. It mirrors your Microsoft permissions exactly and runs multi-step work across Outlook, OneDrive, and SharePoint together, and the tenant-wide search that annoys you when you want one site is the same thing that finds a document you had forgotten.
Across tenants it has nothing, and the trigger is missing too. Cowork’s scheduling is a cadence, hourly through weekly, and Anthropic is explicit that the connector is on-demand and “doesn’t run background searches,” so a file arriving starts nothing. Carly authorizes per account on your side, holds several Microsoft identities at once, and fires when the document lands. Carly offers free Zapier-style workflows; AI agents start at $35/month.
Quick fixes when a site does not appear
| Problem | Fix |
|---|---|
| Answers come from the wrong site | Name the SharePoint site or library in the prompt, or route it through Carly by name |
| A site in your tenant is invisible | Open it in a browser as the same account; if you cannot, ask the site owner |
| Write tools never appear | An Entra Global Administrator has not approved the expanded permission set yet |
| Cowork keeps asking approval per task | On Team or Enterprise, “Allow ‘Always allow’ for connector tools” is off by default |
| A client tenant is unreachable | That is tenant isolation rather than a permissions gap, and guest access will not cross it |
Frequently asked questions
Can Cowork reach a client’s SharePoint in another tenant?
Not natively. Tenant isolation is enforced cryptographically through signed tokens bound to one organization, and consent has to be granted by a Global Administrator in every tenant separately. Connecting each identity to Carly is what makes several reachable from one task.
Does guest access let Cowork see the client tenant?
No. A guest authenticates against their own home organization, so the token still belongs to your tenant, and Microsoft overrides tenant-wide search scope for guest users anyway.
Can Claude Cowork search multiple SharePoint sites?
Within one tenant, yes, and it cannot do anything else. Search runs across the whole tenant using your own permissions, and site-specific restriction is not supported.
Do I need my Claude organization to approve the connector?
Only on Team and Enterprise plans. An individual on Pro or Max needs the one-time Microsoft Entra consent and nothing on the Claude side.
Does Cowork do anything when a document lands in SharePoint?
No. Scheduling is cadence based, hourly through weekly or manual, and the connector runs on demand rather than watching for changes.
Related: What is Claude Cowork · Multiple SharePoint sites in Claude · Claude Cowork limitations · Best AI assistants for SharePoint
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