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Overview

SharePoint setup in Genesis is typically a two-step process: configure the provider-level OAuth trust first, then create the SharePoint connection used by customers and agents. Actual Genesis New Microsoft SharePoint Connection modal showing connection mode and access settings.

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Setup workflow

  1. Open Config -> OAuth Providers and choose SharePoint.
  2. Configure the OAuth provider settings shown in the page.
  3. Return to Config -> Connections and create the SharePoint connection.
  4. Test the connection and save it.

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What it enables

After setup, Genesis can support customer-facing SharePoint retrieval workflows such as browsing or downloading files and inspecting metadata.

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Agent tool usage

Agents browse SharePoint through the sharepoint tool in sharepoint_tools. When connection_name is omitted, Genesis resolves the effective default sharepoint connection for the current user (My default, then Role default). See Default connection layers. A typical workflow:
  1. TEST_CONNECTION — verify the saved connection
  2. LIST_DRIVES — discover document libraries on the site
  3. LIST — browse files and folders within a library
To descend into a subfolder on LIST, pass either:
  • folder_path (or alias path) — a path relative to the document library root, such as LPs or Fund level/SCALE
  • item_id — a folder id from a prior LIST or GET_METADATA call; this takes precedence over folder_path
With neither selector, LIST returns the library root. Successful LIST responses echo the selector Genesis honored (item_id or folder_path) so callers can tell which folder was listed. For full parameter reference and examples, see sharepoint_tools in Additional Tool Groups.