How to Connect Multiple SharePoint Sites to Copilot
One Microsoft 365 Copilot licence covers one tenant, so a client’s SharePoint stays unreachable no matter what you configure, and connecting each identity to Carly is the way around it. A second tenant means a second licence bought inside that tenant, and the two do not talk. Copilot cannot answer a question that spans both, cannot compare a document in one against a document in the other, and does not carry context across.
What one chat can do afterwards
- Compare a client’s statement of work against your master template.
- Say which tenant each document came from, in one answer.
- File a countersigned agreement into the right engagement library.
- Update a tracker in your own tenant off something that landed in theirs.
- Reach guest access you already hold, with no licence purchased there.
- Act when a document lands, rather than when you remember to ask.
Nothing is merged. Each Microsoft identity stays separately authorized, and Carly keeps them individually addressable.
Two tenants is the wall, and the shapes are common
Your own company plus a client’s. An agency working inside several customer tenants. A board seat in an organization that is not your employer. The people who run two tenants are usually the people who administer neither.
There is an enterprise path worth naming honestly, because it gets suggested a lot and it is not what most readers want. Microsoft’s Copilot connectors can ingest external content into your tenant’s index so Copilot can ground answers in it. That is an administrator project configured in your tenant, not a second sign-in, and it makes outside content searchable rather than making a second tenant reachable.
Cost decides the rest. Copilot Business is listed at $25.20 per user/month on monthly billing, or from $18 per user/month paid yearly as a limited-time discount running to September 30, 2026, against a $21 standard yearly rate. Microsoft segments the SKUs, so check the one matching your plan. Covering a second tenant means paying it again, inside an organization whose budget is probably not yours.
1. Sort your sites
| Site | Tenant | Native path |
|---|---|---|
| Your team site | Your tenant | Yes, via your permissions |
| A department library | Your tenant | Yes, if you can open it |
| A project site you joined | Your tenant | Yes, once indexed |
| A client’s site | Another tenant | Not natively |
| A second employer’s intranet | Another tenant | Not natively |
2. Connect each tenant to Carly
- Sign in at carlyassistant.com.
- Open carlyassistant.com/integrations.
- Find SharePoint and click Connect.
- Authorize the first Microsoft identity.
- Repeat for every additional tenant, including a client tenant you were granted guest access to.
- Choose Use another account if Microsoft preselects the previous login.
- Verify the account after each authorization.
Unlimited connected calendars and booking pages are included, and the number of tenants does not change the price. If a tenant requires administrator consent, ask its administrator to approve Carly, then finish authorization.
3. Choose how Copilot reaches Carly
Copilot has no box where an ordinary user pastes a connector URL, on either SKU. Consumer Copilot at copilot.com ships a fixed connector list and its support page never mentions MCP. Microsoft 365 Copilot, the paid work SKU, accepts an MCP Base URL only from an administrator. That is Microsoft’s connector model rather than a gap on Carly’s side, and it leaves three honest routes.
You work with Carly directly. The identities you connected at step 2 are usable immediately, and cross-tenant comparison is the point of them. Most readers stop here.
A maker adds Carly in Copilot Studio. This is the Microsoft-side route that actually fits Carly, because it carries write actions. Tools → Add a tool → New tool → Model Context Protocol, then supply a server name, a description, and https://carlyassistant.com/mcp/ as the server URL, with auth set to None, API key, or OAuth 2.0. Only Streamable transport is supported; SSE was dropped in August 2025. It needs a work or school account and a paid licence, the trial cannot publish the agent, and it produces a separate agent rather than Copilot Chat.
An administrator adds a federated connector, which is a partial fit. Microsoft 365 admin center → Copilot → Connectors → Gallery → Create a new connector, then under Connect to MCP server select Add and fill in a display name and Base URL. It needs the Global Administrator or AI Administrator role plus a registered Entra SSO or OAuth 2.0 application, and Microsoft requires these connectors to be read-only, so an admin gets a read slice rather than filing documents. Federated connectors reached general availability in June 2026 and admin center management shipped in July 2026.
If none of those shapes fits your team, the API and bring-your-own-key path runs through the Carly team. Book a call to scope it.
4. Test each site read-only
One tenant per prompt until routing is reliable:
On the company intranet, find the current expenses policy and summarize the approval thresholds. Do not change anything.
On the client site, list every document added to the engagement library in the last two weeks. Read only.
Then the cross-tenant question that was impossible before:
Compare the statement of work on the client site with our master template on the company site and list every clause that differs, showing the source tenant for each document.
5. Reuse this routing prompt
Treat my primary Microsoft account as Company and the client tenant as Client. Always state the target site and tenant before saving, filing, or updating a document. Never write to a tenant I have not named.
Then name the target per action:
File the countersigned agreement to the Client engagement library and add the renewal date to the Company tracker.
Inside one tenant, sites are a permissions question
Microsoft 365 Copilot is grounded in the tenant that licenses it, and within that tenant it reaches the SharePoint content your account can already open. Your team site, the shared department library, the project site you were added to, the intranet. You do not connect them one by one; they arrive with your permissions.
So if a site in your own tenant is missing from Copilot’s answers, open it directly in a browser as the same account. If you cannot get in there, Copilot cannot either, and the fix is a site owner adding you. Two smaller reasons a site you can open still does not show up: newly added content takes time to appear in the tenant’s semantic index, and Copilot narrows aggressively when a question is vague, which naming the site usually fixes.
None of that helps at the moment a fifth site sits in someone else’s tenant, which is the case that brought most people to this page.
Native Copilot versus Carly
| Need | Microsoft 365 Copilot | Carly |
|---|---|---|
| Search many sites in one tenant | Yes | Yes |
| Respect existing site permissions | Yes | Yes |
| Create or update files in a library | Yes, in its tenant | Yes |
| Hold two tenants at once | No | Yes |
| Compare documents across tenants in one answer | No | Yes |
| Act when a document lands | No | Yes |
Carly authorizes per account on your side, so guest access you already have to a client tenant becomes usable without a licence purchase in someone else’s organization. It also fires on the event rather than on a prompt: a signed document lands in a library, it gets read, filed against the right client, dated on a calendar, and summarized to the account owner.
Free Zapier-style workflows; AI agents from $35/month. Connect it on the integrations page, or start with SharePoint.
Quick fixes
| Problem | Fix |
|---|---|
| A site in your own tenant is missing | Open it directly in a browser; if you cannot, ask the site owner for access |
| A new site is not searchable yet | Recently added content takes time to reach the tenant’s semantic index |
| Copilot answers from the wrong site | Name the site in the prompt to narrow it |
| A client tenant is unreachable | That is a second tenant, not a permissions gap |
| The wrong library gets the document | Name the site and tenant and require confirmation before writes |
| No connector box anywhere in Copilot | Expected on both SKUs; the MCP surface is admin and maker gated |
Frequently asked questions
Can Copilot access SharePoint in another tenant?
No. Microsoft 365 Copilot is grounded in the single tenant that licenses it, and a second tenant needs its own licence bought inside that tenant. The two do not share context.
Can Copilot search multiple SharePoint sites?
Only within the tenant that licenses it, and only sites your account can already open. You do not connect sites individually; Copilot inherits your permissions.
Do Copilot connectors let me reach a client’s SharePoint?
Not as a second sign-in. Copilot connectors ingest external content into your own tenant’s index, which is an administrator project configured on your side rather than a way to authorize another organization’s tenant.
Can I paste a connector URL into Copilot myself?
Copilot exposes no paste-a-URL box to ordinary users on either SKU. An administrator can add an MCP Base URL in the Microsoft 365 admin center, though those connectors are read-only, and a maker can add one in Copilot Studio, which is the route that carries write actions.
Does Copilot act when a document lands in SharePoint?
No. There are no event triggers, so nothing starts because a file arrived. Copilot answers inside a session you are driving.
Related: Multiple OneDrive accounts in Copilot · Multiple SharePoint sites in Claude · Multiple SharePoint sites in ChatGPT · Best AI assistants for SharePoint · Best AI assistants for Microsoft 365
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