Microsoft 365 Integration

Microsoft 365 MCP

Connect and manage your Microsoft 365 data — calendar, mail, OneDrive, SharePoint — directly from Ask Sage.

Table of Contents

1. Prerequisites
2. Connecting Your Microsoft Account
3. Activating and Using the Microsoft 365 Tool
4. Making a Request
5. Available Functions
6. Support

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Prerequisites

What you need before you start

• Account type: Enterprise account with a minimum of 10M monthly tokens, or a dedicated Ask Sage tenant/instance.
• Activation: Contact your administrator to request hosted MCP access through Ask Sage support at support@asksage.ai.

After we work with you or your administrator to enable the integration, you'll receive confirmation and users can follow the setup steps below.

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Connecting Your Microsoft Account

Link Microsoft 365 to your Ask Sage profile

1. Navigate to Account Settings: Click your user profile icon (typically in the bottom-left corner) and select Account.
2. Initiate Microsoft Sign-In: Scroll to the bottom of the Account settings panel to find the sign-in options. Click Sign in with Microsoft.

Sign in with Microsoft button

3. Authenticate: A Microsoft login window will open. Sign in with your Microsoft 365 credentials.
4. Verify the connection: The Ask Sage page refreshes automatically. Return to Account settings — the button will now read Logout from Microsoft, confirming you're connected.

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Activating and Using the Microsoft 365 Tool

Enable the tool in chat and pick a compatible model

Once your account is connected, enable the tool in the chat interface to start using it.

1. Access the Tools menu: In the main chat window, click the settings icon (often shown as sliders) above the text input field to open the configuration panel.
2. Enable the Microsoft 365 tool: Under the Tools section, find Microsoft 365 and click its toggle. The switch turns blue when active.

Tool Configuration

3. Select a compatible model: Use a model that supports tool integration (MCP). Filter for these by selecting the MCP tag on the model selection screen. Models like GPT-Auto are designed to use these tools automatically.

Model Selection with MCP Filter

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Making a Request

Ask in natural language, approve the tool call

You can now ask questions or give commands related to your Microsoft 365 data.

1. Make a request: Type a natural-language command into the chat. For example:
   • "What is on my calendar for tomorrow?"
   • "Find the sales report from last quarter in my OneDrive."
   • "Send an email to 'jane.doe@example.com' with the subject 'Project Update'."
2. Approve tool usage: For security, Ask Sage prompts you before accessing your data. A Tool Call Approval card appears showing the specific action. Review and click Approve.

Tool Call Approval

Once approved, Ask Sage executes the task and returns the requested information or confirms the action completed.

Tool Execution Result

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Available Functions

A sample of what the Microsoft 365 tool can do

The following table shows a summary of some of the available functions in the Microsoft 365 tool:

Function	Description
list_calendar_events	List events from a user's calendar within a date range.
create_calendar_event	Create a new event in the user's calendar.
search_files	Search for files and folders across OneDrive and SharePoint.
send_email	Send an email from the user's account.
list_emails	List emails from a user's mailbox.
get_calendar_availability	Get free/busy information for a user's calendar.

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Support

Stuck on connection or tool use?

Need help? If you encounter any issues connecting your account or using the tool, reach out to us at support@asksage.ai.