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Overview

The SharePoint server enables AI assistants to interact with Microsoft SharePoint, providing comprehensive site management, document handling, list creation, and content publishing capabilities through Microsoft Graph API.

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How to Add SharePoint

Personal Outlook Users: SharePoint is not available for free outlook.com email addresses. You must have a Microsoft 365 Business license or Azure Cloud tenant to use this integration.

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Microsoft 365 Business Users

For Microsoft 365 Business or Office 365 license holders, admin approval is required for first-time setup:
1

Initial Authorization Attempt

Add the SharePoint server and attempt to authorize. Non-admin users will see a “Need admin approval” dialog indicating that Civic Nexus needs permission to access resources in your organization that only an admin can grant.Need Admin Approval Dialog
2

Admin Grants Consent (One-Time)

Your Microsoft tenant administrator must configure consent in Microsoft Entra ID:Access Entra ID:
  • From Microsoft 365: Click the app launcher (grid icon) in the top-left corner of any Microsoft 365 app → Click Admin → From the left sidebar, click Show All → Under “Admin centers”, select Identity Microsoft 365 App Launcher Admin Centers - Identity
  • From Azure Portal: Click the app launcher (grid icon) in the top-left corner → Select Entra from the Microsoft Cloud services Azure App Launcher
Configure User Consent:
  1. In Entra ID, select Enterprise apps from the left sidebar
  2. Under the “Security” section, click Consent and permissions
  3. Click User consent settings User Consent Settings
  4. Select “Allow user consent for apps from verified publishers, for selected permissions” (This allows users to trigger authorization requests from Nexus, since Civic is a verified publisher)
  5. Click Save (Important: Save before proceeding to the next step)
  6. Click “Select permissions to classify as low impact” (This whitelists the specific permissions users are allowed to consent to. If prompted to save, click Save before moving on)
  7. On the permissions screen, click Add permissions → Select Microsoft Graph Select Microsoft Graph
  8. Select all OpenId permissions (required): openid, profile, email
  9. Add the base permissions: offline_access, User.Read
  10. Add SharePoint permissions based on your organization’s needs:
    • Read-only access: Sites.Read.All, Files.Read.All, Lists.Read.All
    • Read/Write access: Sites.ReadWrite.All, Files.ReadWrite.All, Lists.ReadWrite.All
    • Advanced management (optional): Sites.Manage.All, Sites.FullControl.All, Group.ReadWrite.All
  11. Click Add permissions then Save
3

Wait and Retry

Wait up to 1 hour for changes to propagate, then retry authorization in Nexus.
4

Complete Authorization

You’ll now see a standard OAuth consent screen showing “Permissions requested” by Civic Nexus. The app will request permissions such as:
  • Maintain access to data you have given it access to
  • Read items in all site collections
  • View your basic profile OAuth Consent Screen - SharePoint
Click Accept to complete the authorization and start using the SharePoint integration.
Alternative Setup Method: The steps above use a proactive approach where admins configure permissions up-front. Alternatively, administrators can enable “Admin consent requests” (found in Admin consent settings within Entra ID). This allows users to trigger approval requests directly when they attempt to authorize, and admins can approve on-demand rather than pre-configuring permissions.Admin Consent Requests Toggle

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What You Can Do

Site Management

Create and manage SharePoint sites for team collaboration

Document Management

Upload, organize, and search documents across sites and libraries

Lists & Tracking

Create and manage lists for project tracking and data organization

Content Publishing

Create modern pages and news posts for team communication

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Available Tools (28)

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Site Management

List all SharePoint sites you have access to
Create new SharePoint sites for team collaboration
Get detailed information about a specific site

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Document Management

Upload files to SharePoint document libraries
Create folders to organize documents
Search for documents across sites and libraries
Download and retrieve document content
List files and folders in a library or folder

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Lists & Data

Create custom lists for tracking projects, tasks, or data
Add items to SharePoint lists
Retrieve items from lists with filtering
Update existing list items

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Content Publishing

Create modern pages for site content
Publish news posts for team announcements
List all pages in a site

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Use Cases

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Site Creation

“Create a new SharePoint site called ‘Product Launch 2026’” - Set up collaboration spaces for teams.

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Document Organization

“In the Product Launch 2026 site, create folders for Marketing, Engineering, and Legal. Upload a project charter document to the Engineering folder. Then create subfolders Q1, Q2, Q3, Q4 under Marketing.” - Organize project documents systematically.

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Content Search

“Search the site for all documents containing ‘budget’. Then retrieve the content of the financial report and summarize the key metrics.” - Find and analyze documents.

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Project Tracking

“Create a task tracking list with 3 sample projects including titles, budgets, managers, and due dates.” - Set up project management structures.

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Team Communication

“Create a modern page called ‘Team Resources Hub’. Then create a news post titled ‘Q4 Results Announcement’ with a summary of key achievements and upcoming initiatives.” - Publish content for teams.
All Microsoft 365 apps require initial administrator approval before users can authorize them in Nexus.Modern Pages: Pages stay in draft status and must be published manually via the web interface.
Known Limitations:
  • No deletion - Cannot delete sites, libraries, lists, or pages
  • No permissions - Cannot manage users, groups, sharing, or access control
  • No publishing - Modern pages stay in draft (must publish manually)
  • No configuration - Cannot modify site settings, themes, navigation, or version control
  • No comments/workflows - Cannot access comments, recycle bin, or Power Automate integration