How to Connect Multiple SharePoint Sites to Perplexity
Perplexity’s Microsoft 365 connector searches “across every site and document library your Microsoft account has access to”, with no site-picker step, and it writes. That makes the many-sites question a clean documented yes, which is more than most assistants can claim. The wall is elsewhere: a second Microsoft tenant, which Perplexity has never written a sentence about in either direction. Carly holds your Gmail and Outlook mailboxes, both sets of calendars and your drives in the same place.
One naming change first, because it invalidates most of what is written about this online. Perplexity’s documentation now states: “SharePoint and OneDrive are now part of the Microsoft 365 connector.” There is no separate SharePoint tile any more. The Microsoft 365 connector covers SharePoint sites, document libraries, files, versions, sharing, Lists and site pages, plus your OneDrive personal drive and Excel workbook reads.
The read-only framing is out of date
Third-party writeups still call Perplexity’s Microsoft connectors read-only, or Enterprise-only. Both were true of an earlier generation and neither is true now. Perplexity’s connector documentation names the write verbs in prose, which is the test that matters: a granted OAuth scope is not an exposed action, but a vendor describing the action is.
In its own words: “Read and update files, list rows, and site pages from inside Perplexity, using your existing Microsoft permissions.” The write set is spelled out as “uploading files, updating list items, publishing site pages, and creating share links”, and sharing management covers creating share links, inviting users, and reviewing or revoking access. You can also browse Excel workbooks, file versions and folder contents without opening SharePoint. Uploads are capped at 64 MB per file from a Perplexity Computer workspace and 4 MB for inline content.
Deletion needs care. The tools are grouped as “Read-only tools” and “Write / delete tools”, so deletion appears in a group name, but no individual delete verb is described anywhere. Treat it as unconfirmed rather than promised.
The governance is genuinely good and worth naming. The connector exposes 55 tools across those two groups, and each group and each individual tool can be set to Allow, Always ask or Disable, with individual overrides beating the group default. On Enterprise plans an administrator can set organization-wide defaults and lock individual tools so members cannot override them. Few rivals ship permission control at that resolution. Underneath it, Perplexity only surfaces content you already have access to, and a file you lose access to is immediately removed from your results.
Plans, and an unusual surface restriction
The connector is available on Pro, Max, Enterprise Pro and Enterprise Max, and it runs in the Perplexity web app on desktop browsers only. Perplexity states it is not supported in the Windows app, the Mac app, or on mobile. A connector that works in Chrome and then vanishes inside the desktop app reads like a bug, and it is documented behaviour.
The delegated scopes requested at authorization are openid, offline_access, User.Read, User.ReadBasic.All, Files.ReadWrite.All, Sites.ReadWrite.All and Sites.Manage.All. Microsoft consent applies to the whole bundle, and individual scopes cannot be removed while keeping the connector functional, so the tool toggles above are where you narrow access, not the consent screen.
Two admin gates that are easy to confuse
They are separate, and diagnosing the wrong one wastes a day.
Perplexity-side, Enterprise only. Your organization administrator can disable the connector for the whole organization, and if they have, the Microsoft 365 tile does not appear in your settings at all. Individual Pro and Max users are self-serve with no such gate.
Microsoft-side, anyone on a work tenant. A “Needs admin approval” message is Microsoft Entra asking for tenant-wide consent. The fix is Entra ID > Enterprise applications > All applications > Perplexity > Permissions > Grant admin consent for the tenant, which needs Cloud Application Administrator at minimum. Once approved the connector is available to every user in the tenant, unless user assignment restrictions are configured.
A wrinkle in the opposite direction: depending on your tenant and browser session you may see no Microsoft permissions screen at all, and the connection can complete silently. A missing consent prompt is not evidence that nothing connected. Check the tile for Connected.
If you connected SharePoint or OneDrive before the merge, reconnect. Microsoft 365 uses a new authorization grant and carries over no previous SharePoint or OneDrive credentials, and Perplexity tells you to update any saved sessions or scheduled Computer tasks to use Microsoft 365 as their source.
Many sites: yes, and no picker
This is where Perplexity is better than its reputation. The documented behaviour is natural-language search “across every site and document library your Microsoft account has access to”. There is no setup step where you choose which sites count. Compare that with connecting multiple SharePoint sites to ChatGPT, where sites are selected during connector setup and anything you forgot is invisible until you go back.
One distinction to keep straight, because Perplexity’s own library contains both. An older Enterprise article describes a “Site Selection” step where users pick specific SharePoint sites. That belongs to High-Precision Search indexing on Enterprise, along with its per-project caps of 500 files on Enterprise Pro and 5,000 on Enterprise Max, and a 50 MB picker limit. Standard Search has none of those numbers: it searches the whole drive without file count limitations. Check which mode a cap applies to before planning around it.
A second tenant is silent, not refused
Perplexity has never documented what happens when you want two Microsoft accounts on one Perplexity profile. A sweep of every English help-centre article turns up no connector-related mention of multiple accounts, second accounts, switching accounts or multiple tenants. That is silence, not a stated refusal, and it should not be reported as one.
Three signals lean singular without settling it, all inferences rather than statements. The scope gloss reads “Read your own Microsoft profile to identify the connected account”, singular. There is one tile with one status, and the documented remedy for a dead connection is to disconnect and reconnect Microsoft 365, which implies replacement rather than accumulation. And separately from anything Perplexity says, Microsoft Graph behaviour means a home-tenant delegated token does not return a guest tenant’s sites in search, so “every site your account has access to” is in practice bounded by the tenant you signed into. Guest access to a client’s SharePoint does not make those sites searchable. Consultants, agencies and fractional executives should assume one tenant per connection and test before relying on more.
Nothing fires when a document lands
Perplexity’s Scheduled Tasks are real, SharePoint is available to them, and they are schedules rather than triggers. Any recurring cadence works “as long as it runs no more often than once per hour”, and sub-hourly cadences are explicitly not supported. Each Computer conversation can own up to 15 scheduled tasks. Runs consume credits and are skipped if credits run out.
There is a contradiction here worth reporting rather than resolving. Two Perplexity overview pages both claim it can monitor “your email, calendar, flight status, and files with condition-based triggers”. No mechanism for that appears anywhere in the Tasks documentation, no file trigger is described, and the once-per-hour floor is stated as a hard limit. The page carrying the mechanism is the one to trust. The nearest real example Perplexity publishes is a poll wearing a trigger’s clothes: “Check my Gmail every hour for replies from investors and notify me when one arrives.”
So the gap is latency, not capability. A signed contract that lands in a library at 9:05 sits there until the 10:00 sweep, and so does everything that should have followed it.
You may already have some of this without setting it up: Perplexity ships Office and Teams add-ins, Computer is live in Teams and SharePoint, and admins install those plugins from the Microsoft Marketplace. None of it changes the second-tenant answer.
1. Sort your case
| What you have | Native path in Perplexity |
|---|---|
| Several sites in one tenant | Yes, searched automatically, no picker |
| A library someone shared with your account | Yes, if your account has access in SharePoint |
| Sites in a second Microsoft tenant | Not documented either way |
| A guest account in a client tenant | Inferred no, Graph keeps search tenant-bounded |
| Uploading files, updating Lists, publishing pages | Yes, documented write verbs |
| Creating share links, revoking access | Yes |
| Deleting an item | Group is named write/delete, no verb described |
| Acting when a document lands | Hourly schedule at best |
2. Connect Microsoft 365 in Perplexity
- Open the Perplexity web app on a desktop browser, not the Windows, Mac or mobile app.
- Go to Settings → Connectors.
- Find Microsoft 365 and click +.
- Complete the Microsoft sign-in and accept the requested permissions.
- Confirm the tile reads Connected, since the permissions screen may not appear at all.
- Invoke it with
@Microsoft 365in Ask.
If the tile is missing entirely on Enterprise, your Perplexity administrator has disabled it. If you get “Needs admin approval”, that is the Entra gate instead.
3. Narrow the tools before you write anything
Set Write / delete tools to Always ask while you learn what it does. Reads run freely, and anything that uploads, updates a list item, publishes a page or changes sharing pauses for confirmation. Individual tools override the group setting, so uploads can stay on Allow while sharing changes stay on Always ask.
4. Connect each Microsoft 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, using a private window if Microsoft preselects the previous login.
- Verify which tenant each connection landed in before adding the next.
On a client tenant where you are not the administrator, request approval early. That is usually the long pole.
5. Add Carly to Perplexity
- Open Settings → Connectors.
- Add a custom connector.
- Paste
https://carlyassistant.com/mcp/. - Authorize and sign in to the Carly workspace holding the tenants.
If your organization manages connectors centrally, an admin may need to allow it before it appears.
6. Test read-only, one site at a time
@Microsoft 365 in the Contracts library, list the five most recently modified documents with their site name. Do not change anything.
@Microsoft 365 find the current statement of work for the Siemens engagement and give me its last modified date and version history. Read only.
Then the cross-tenant question, which needs two connections:
Search our own Contracts library and the Siemens delivery site for “change order” from the last 90 days. Show the source site and tenant in every row.
7. Reuse this routing prompt
Treat the Contracts library and the Marketing team site as Internal, and the Siemens delivery site as Client. Always state the target site and tenant before uploading, updating a list item, publishing a page or changing sharing, and wait for my approval on any of those.
Perplexity versus Carly on SharePoint
| Need | Microsoft 365 connector | Carly |
|---|---|---|
| Search every site in one tenant | Yes, no picker | Yes |
| Hold two Microsoft tenants at once | Not documented | Yes |
| Upload files, update Lists, publish pages | Yes | Yes |
| Manage share links and revoke access | Yes | Yes |
| Per-tool Allow / Always ask / Disable | Yes, 55 tools | Approval on writes |
| Work in the desktop or mobile app | No, desktop web only | Yes |
| Act when a document lands | Hourly schedule floor | On the event |
| Chain a document into email, calendar and CRM | Inside a Perplexity task | Yes |
Perplexity earns the first rows outright. Searching every site an account can reach with no selection step beats the picker-based approach its rivals use, the write verbs are documented rather than implied, and a 55-tool permission panel with lockable Enterprise defaults is stronger governance than most assistants ship. If you live in one Microsoft tenant and you are happy in a browser, it is a good fit.
Carly is built for the two parts left over. It authorizes per identity, so your own tenant and a client tenant sit side by side as separate connections and one question can span both, with no guest-access workaround. And it fires on the document rather than on the hour: the signed contract lands, it is filed against the right client, the renewal date reaches a calendar, the account owner gets a summary and the counterparty gets a confirmation, at 9:05 rather than at 10:00. If a site or tool you need is not in the native list, the API path is available and worth a conversation.
Free Zapier-style workflows; AI agents from $35/month. Connect it on the integrations page, or start with SharePoint.
Quick fixes
| Problem | Fix |
|---|---|
| No Microsoft 365 tile in Settings | On Enterprise your Perplexity admin has disabled it for the organization |
| ”Needs admin approval” | Entra ID > Enterprise applications > Perplexity > Permissions > Grant admin consent for the tenant |
| Connector worked, now gone | Check you are in the web app on desktop; the Windows, Mac and mobile apps do not support it |
| SharePoint stopped answering after the merge | Reconnect; Microsoft 365 uses a new grant and carries no old SharePoint or OneDrive credentials |
| Scheduled task returns nothing | Update the task’s source to Microsoft 365, and check credits |
| One site never appears in results | In SharePoint, Site Settings → Search, set “Allow this site to appear in search results” to Yes |
| No Microsoft permissions screen appeared | Expected on some tenants and sessions; confirm the tile shows Connected |
| A client tenant’s sites are invisible | Expected; guest access is not returned by search, so connect that identity separately |
| A cap you read about does not match | Site selection and file caps belong to Enterprise High-Precision indexing, not Standard Search |
Frequently asked questions
Can Perplexity search more than one SharePoint site?
Yes, and Perplexity documents it unusually clearly. The Microsoft 365 connector searches across every site and document library your Microsoft account has access to, with no step where you choose sites.
Can Perplexity connect two Microsoft tenants?
Perplexity does not document it either way. Nothing states whether a second Microsoft account is added, replaced or refused, and the wording around the connected account is singular, so treat one tenant per connection as the safe assumption.
Can Perplexity write to SharePoint, or only read?
It writes. Perplexity documents uploading files, updating list items, publishing site pages, creating share links, inviting users and revoking access. Anything describing these connectors as read-only predates the Microsoft 365 merge.
Do I need Enterprise for the SharePoint connector?
No. It covers Pro, Max, Enterprise Pro and Enterprise Max. Older articles listing Enterprise only are out of date, though Enterprise admins can still disable it organization-wide.
Can Perplexity react when a file is added to a library?
No file trigger is documented. Scheduled Tasks can sweep SharePoint but run no more often than once per hour, and the “condition-based triggers” phrase on two overview pages has no matching mechanism in the Tasks documentation.
Related: Multiple SharePoint sites in ChatGPT · Multiple Outlook accounts in Perplexity · Multiple Gmail accounts in Perplexity · MCP servers · Carly’s SharePoint integration
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