companyM365

With the companyM365 add-on, your CompanyGPT agents gain direct access to the user’s Microsoft 365 environment. Through an MCP Server, agents can search emails, check appointments, read files from OneDrive and SharePoint, find Teams messages, manage tasks and much more – without the user having to open the respective Microsoft application themselves.

The add-on runs entirely within the company’s Microsoft tenant and acts on behalf of the signed-in user (delegated permissions). As a result, an agent can only ever access the data that the respective user is allowed to see. No data is passed on to third parties.

Access and Authentication

Access is granted via Microsoft Single Sign-On (SSO) using the existing company account (Microsoft Entra). No separate credentials are required. Every tool call is executed with the identity of the signed-in user, so the personal permissions and visibility rules from Microsoft 365 always apply.

companyM365 in CompanyGPT

The add-on is integrated like any other MCP Server and can then be used in the Chat or assigned directly to an Agent. During the conversation, the agent independently decides which of the tools described below is suitable for the user’s request.

The available tools are grouped by Microsoft 365 area.

Email (Outlook)

Search, read and prepare emails. Write tools only ever create drafts.

search_emails: Full-text search across the entire mailbox, sorted by relevance.
list_recent_emails: List the most recent emails in a folder (default: Inbox).
get_email: Retrieve a single email in full – including the complete body, sender, recipients and attachment details.
read_email_attachment: Read the content of an email attachment (text, Word, Excel, PDF).
create_email_draft: Create a new email as a draft.
create_reply_draft: Create a reply to an existing email as a draft.
create_forward_draft: Create a forward of an existing email as a draft.
update_email_draft: Edit an existing draft.
delete_email_draft: Delete a draft (genuine drafts only).
categorize_email: Assign Outlook categories to an email.
flag_email: Flag an email for follow-up or clear the flag.

Calendar

Find appointments, retrieve details and suggest free time slots.

search_calendar: Find appointments by search term within a date range.
list_upcoming_events: List the next upcoming appointments.
get_event: Retrieve a single appointment in full – including attendees with their accept/decline status, location and Teams join link.
list_shared_calendar_events: Show appointments from a colleague’s shared calendar.
find_meeting_times: Suggest suitable meeting times for the user and additional attendees.

Files (OneDrive & SharePoint)

Search, read, upload and share files – across OneDrive and all accessible SharePoint sites.

search_files: Search files across OneDrive and accessible SharePoint sites.
list_recent_files: List recently opened or edited OneDrive files.
list_recently_used_files: List recently used documents across all Microsoft 365 apps.
list_trending_files: Show documents that are currently relevant around the user (“What is my team working on right now?”).
read_file: Retrieve the content of a file as text (text, Word, Excel, PDF).
list_folder_contents: List the contents of a OneDrive folder.
create_file_share_link: Create a share link to a OneDrive or SharePoint file (view or edit access).
upload_small_file: Upload a file to OneDrive.
delete_file: Move a file to the recycle bin (recoverable, not a permanent deletion).

People and Contacts

Find colleagues as well as personal contacts.

search_people: Relevance-based search across the company directory and frequent contacts – by name, email or job title.
search_contacts: Search the personal Outlook contacts.
get_person: Retrieve detailed information about a person (job title, company, email addresses, phone numbers).

Teams

Search and read Teams chats and channel messages.

search_teams_messages: Search chats and channel messages by search term.
list_recent_chats: List the most recently active Teams chats (one-on-one, group and meeting chats).
get_chat_message: Retrieve a single Teams message.

OneNote

Search and read notes.

search_onenote_pages: Search OneNote pages by title and content.
read_onenote_page: Retrieve the content of a OneNote page as text.

Tasks (Planner & To Do)

View and manage tasks from Microsoft Planner and Microsoft To Do.

list_tasks: List all tasks from Planner and To Do.
search_tasks: Search tasks by title.
list_task_lists: List the personal To Do lists.
get_task: Retrieve a single task in full.
create_task: Create a new To Do task.
update_task: Change an existing To Do task.
complete_task: Mark a To Do task as completed.
delete_task: Delete a To Do task.

Meeting Transcripts

Find and read transcripts of Teams meetings.

list_my_meeting_transcripts: List transcripts of self-organized Teams meetings within a date range.
list_attended_meeting_transcripts: List transcripts of all attended Teams meetings (if enabled in your tenant).
read_meeting_transcript: Retrieve a meeting transcript – broken down by speaker, timestamp and text.

Cross-source Search and Profile

Cross-source search as well as tools for orientation within the user’s own Microsoft 365 account.

microsoft_search: Cross-source search across files, SharePoint, emails, appointments and more.
get_my_profile: Retrieve the user’s own profile (name, email, job title, department, location) – so agents can interpret requests such as “my manager” or “my office”.
list_mail_folders: List the user’s own mail folders.
list_calendars: List the user’s own calendars.

Microsoft 365 Groups (optional)

If enabled in your tenant, additional tools for Microsoft 365 Groups are available.

list_groups: List the Microsoft 365 Groups the user is a direct member of.
search_group_conversations: Search the Outlook conversations of a specific group.