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Connect your Microsoft SharePoint sites so your Agents can access documents, lists, and site content across your organization.
Once connected, your Agents can search documents, lists, pages, and files from your SharePoint sites through Knowledge Grounding. You control which Connectors are active for each conversation: toggle SharePoint on or off from the Knowledge Grounding filter in the chat input bar.

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Setting up

1

Navigate to your Connections page

Go to Settings, then open the Connections tab. Find SharePoint in the list of available connectors.
2

Authenticate with Microsoft

You will be redirected to Microsoft’s authentication flow. Sign in with your Microsoft account that has access to the SharePoint sites you want to connect.
3

Select your sites

Choose which SharePoint sites your Agents should have access to. You can connect multiple sites across your organization.
4

Complete the connection

Save your settings. Your Agents will begin indexing your SharePoint content. Large sites may take several minutes to fully index.
If your organization uses app-based authentication, you can configure the connection using a client ID and client secret from your Azure AD app registration. Enter these in the advanced settings section during setup.
For certificate-based authentication, upload your certificate file during setup. This method is common in organizations with stricter security policies.

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What your Agents can access

Once connected, your Agents have access to documents, lists, pages, and files from your SharePoint sites. This content becomes searchable through Knowledge Grounding and is referenced when relevant to your requests. Your SharePoint data works alongside your other connected tools and Vault documents to give your Agents a comprehensive view of your organization’s information.
Having trouble setting up this Connector? Contact us at support@trusapien.com.

Knowledge Grounding

How your Agents search your connected data

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