Tools in the chat

Through an MCP Server, companyM365 provides tools for Microsoft 365. Agents can use them to search emails, check appointments, read files from OneDrive and SharePoint, find Teams messages, manage tasks and much more – without you having to open the respective Microsoft application yourself.

Using the tools in the chat

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 your request.

The tools are grouped by Microsoft 365 area. If admin consent is missing for an area in your tenant, the tools remain visible; a call then returns the error graph_consent_missing, and all other tools keep working. Which consents are required is described under Administration.

Calendar tools send immediately

companyM365 only ever creates emails as drafts. The calendar tools, however, send invitations, updates and cancellations immediately as soon as attendees are set. An overview of all write actions is on the overview page.

Email (Outlook)

Search, read, organize and prepare emails. Emails are never sent, only created as drafts.

• search_emails: Full-text search across the entire mailbox (subject, body and sender), 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, PowerPoint, CSV and HTML, attached emails and appointments, as well as OneDrive/SharePoint links. Images and scanned PDFs are passed on as images – the selected model must be able to process images. Not supported: .doc, .xls and .msg.
• create_email_draft: Create a new email as a draft (optionally formatted).
• 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.
• attach_file_to_draft: Attach a file (up to 25 MB) to a draft without sending it – from OneDrive/SharePoint, from the current chat, from companyFILES or, in the Office add-in, the open document.
• 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.
• mark_email_read: Mark an email as read or unread.
• move_email: Move an email to another folder.
• create_mail_folder: Create a new mail folder.

Mailbox settings

• list_categories / create_category: List or create Outlook categories.
• list_inbox_rules / create_inbox_rule / delete_inbox_rule: List, create and delete inbox rules. A rule can move emails to a folder, assign categories, mark them as read or set their importance. Rules that forward, redirect or delete emails are not possible. Deleting a rule leaves emails that were already sorted where they are.

Shared mailboxes

Shared mailboxes you have access to (e.g. info@ or support@) can only be read.

• list_shared_mailboxes: List the shared mailboxes you are allowed to read.
• list_shared_mailbox_folders: List the folders of a shared mailbox.
• list_shared_mailbox_emails: List the emails in a folder of a shared mailbox.
• search_shared_mailbox_emails: Search a shared mailbox.
• get_shared_mailbox_email: Retrieve an email from a shared mailbox in full.

Calendar

Find appointments, check availability and manage appointments.

• 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 – including secondary calendars and with a search term. If the calendar is not shared, the agent receives a notice.
• find_meeting_times: Suggest suitable meeting times for you, additional attendees as well as rooms and resources. The tool only suggests times and does not create an appointment.
• get_schedule: Retrieve free/busy times for up to 20 people and rooms.
• create_calendar_event: Create an appointment. With attendees, the invitation is sent immediately.
• update_calendar_event: Change an appointment. For meetings you organize, attendees receive the update immediately.
• cancel_calendar_event: Cancel a meeting you organize. Attendees receive the cancellation immediately.

Files (OneDrive & SharePoint)

Search, read, upload and share files.

• search_files: Search files in your own OneDrive and under “Shared with me”. The agent searches SharePoint team sites via microsoft_search or find_sharepoint_sites.
• find_sharepoint_sites: Find SharePoint sites including their document libraries by name or URL.
• 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 you (“What is my team working on right now?”).
• read_file: Retrieve the content of a file as text or Markdown (text, Word, Excel, PDF, and PowerPoint as a slide overview with speaker notes) – also via a sharing or SharePoint link or from companyFILES. Excel cells with formulas show their calculated value. No content is returned for files over 25 MB or for very large Word, Excel or PowerPoint files; the agent then reads a large workbook from OneDrive or SharePoint selectively with workbook_get_overview and workbook_read_range.
• list_folder_contents: List the contents of a OneDrive folder or a SharePoint document library.
• create_file_share_link: Create a share link to a OneDrive or SharePoint file (view or edit access). By default, the link only works within your organization; the link is not sent by email.
• upload_small_file: Upload a file of up to 4 MB to OneDrive. An existing file with the same path is overwritten.
• delete_file: Move a file to the recycle bin (recoverable, not a permanent deletion).

Excel workbooks

Read and edit Excel files in OneDrive or SharePoint without opening them.

• workbook_get_overview: Show the worksheets, tables and used ranges of a workbook.
• workbook_read_range: Read a cell range.
• workbook_write_range: Write values into a cell range. The file is changed immediately.
• workbook_list_table_rows: List the rows of an Excel table.

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 your 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, read and write notes.

• search_onenote_pages: Search OneNote pages by title; on request, also the content of the most recently modified pages.
• read_onenote_page: Retrieve the content of a OneNote page as text.
• create_onenote_page: Create a new OneNote page. Markdown is converted into simple formatting (headings, lists, tables, bold, italic, links); images are not carried over.
• append_to_onenote_page: Append text to the end of an existing OneNote page.

Tasks (To Do & Planner)

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

• list_tasks: List all tasks from Planner and To Do.
• search_tasks: Search tasks by title.
• list_task_lists: List your 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. To Do has no recycle bin – deletion is permanent.
• list_planner_plans / list_planner_buckets: List the accessible Planner plans or their columns (buckets).
• get_planner_task: Retrieve a Planner task with description, checklist and assignments.
• create_planner_task / update_planner_task: Create or change Planner tasks, including assigning them to people.
• complete_planner_task: Mark a Planner task as completed.
• delete_planner_task: Delete a Planner task. Planner has no recycle bin – deletion is permanent.
• list_group_members: List the members of a Microsoft 365 group, for example to assign Planner tasks.

Meeting transcripts

Find and read transcripts of Teams meetings and from companyTRANSCRIBE.

• list_my_meeting_transcripts: List transcripts of Teams meetings you organized or co-organized within a date range.
• list_attended_meeting_transcripts: List transcripts of all attended Teams meetings. This requires your administrator to additionally set up application permissions and an Application Access Policy; otherwise the tool returns app_access_missing (see Administration).
• read_meeting_transcript: Retrieve a meeting transcript – broken down by speaker, timestamp and text.
• list_transcripts: List your own transcriptions from companyTRANSCRIBE (not Teams meetings).
• read_transcript: Read a companyTRANSCRIBE transcription in full, with speaker labels if speaker recognition was active.

The two companyTRANSCRIBE tools only work if companyTRANSCRIBE is available in your environment and you are allowed to use it.

Cross-source search and profile

Cross-source search as well as tools for orientation within your own Microsoft 365 account.

• microsoft_search: Cross-source search across files, SharePoint, emails, appointments and people; optionally narrowed to one SharePoint site or a file type.
• get_my_profile: Retrieve your own profile (name, email, job title, department, location) – so agents can interpret requests such as “my manager” or “my office”.
• list_mail_folders: List your own mail folders.
• list_calendars: List your own calendars and the calendars of other people – each indicating whether it is the default, a shared or a secondary calendar.

Microsoft 365 groups

These tools work as soon as your administrator has granted consent for Group.Read.All; otherwise they return graph_consent_missing.

• list_groups: List the Microsoft 365 groups you are a direct member of.
• search_group_conversations: Search the Outlook conversations of a specific group (with a short preview).
• read_group_conversation: Read a group conversation in full – all posts with sender and time.

Tools for the open document

In the Office add-in, further tools are added with which the assistant reads and edits the open Word document, Excel workbook, presentation or email. Each Office application has its own set of tools for this. They are only available in the add-in, not in the chat in the browser; the assistant uses them on its own. How changes land in the document is controlled by the edit modes.

Restrictions in the Teams bot

If you ask the assistant via the Teams bot, some write tools are blocked, such as inbox rules, moving emails, uploading and deleting files, or invitations. These actions only run in CompanyGPT itself. The complete list is under What the Teams bot cannot do.