Microsoft 365 Integration
The Microsoft 365 integration connects hermine.ai with your Microsoft ecosystem. You can use your company data in two ways:
- Knowledge bases: Import documents from SharePoint and OneDrive and keep them in sync automatically.
- Agent tools: Let AI agents work directly with Outlook, Teams, OneDrive, SharePoint, Excel, OneNote, Planner, and To-Do.
Your data stays in Microsoft 365: hermine.ai accesses it via OAuth with your personal Microsoft account and does not store copies of your emails or files.
Connecting your Microsoft account
The connection is personal: every user connects their own Microsoft account.
- Open Personal Settings via the avatar menu.
- Switch to the Connected Services tab.
- On the Microsoft 365 card, click Connect and sign in with Microsoft.
- Confirm the requested permissions.
- Then grant access in the Access for AI agents section: click Enable for AI agents.

- Microsoft 365 card: connect your Microsoft account here (button Connect, after connecting Disconnect).
- Access for AI agents section: the separate approval for agents. Without it, Microsoft 365 tools in agents will not work.
- Connected Services section: the central place for all service connections in your personal settings.
The agent approval is a deliberate, second decision: only then may agents with Microsoft 365 tools act on your behalf. You can withdraw it at any time with Revoke access or remove the connection entirely with Disconnect.
Note: After feature updates (for example the new Planner, To-Do, and OneNote tools) you may need to sign in again. hermine.ai then shows Microsoft re-authentication required or Missing permissions. Sign out and back in once so the additional permissions are granted.
Alternatively, admins manage the integration via the Microsoft 365 Suite plugin under Settings → Apps & Plugins.
Part 1: SharePoint and OneDrive for knowledge bases
Connect your cloud storage with hermine.ai knowledge bases. Documents are indexed and become available to the AI as context.

Importing documents
- Open a knowledge base or create a new one.
- Click Import data and choose Import from SharePoint or Import from OneDrive.
- Navigate to the site or document library and check individual files or entire folders.
- Under Recurring, choose whether and how often to sync automatically.
- Click Save Selected Items to Knowledge Base.
Automatic synchronization
The Recurring selection offers the following intervals:
| Option | Interval |
|---|---|
| No recurring execution | One-time import, no updates |
| Weekly | Every 7 days |
| Every two weeks | Every 14 days |
| Monthly | Every 28 days |
| Quarterly | Every 84 days |
Each sync only reprocesses changed files, existing entries are preserved.
Supported file formats
| Category | Formats |
|---|---|
| Documents | PDF, Word (.docx, .doc), PowerPoint (.pptx, .ppt) |
| Spreadsheets | Excel (.xlsx, .xls), CSV, TSV, ODS |
| Text | TXT, Markdown (.md), HTML, XML, JSON, YAML (.yaml, .yml) |
| Emails | .eml, .msg |
Managing import jobs
On the knowledge base detail page you will find the SharePoint import jobs section. For each import you can see:
- Status: whether the import is running, completed, or failed.
- Last synchronization: when the data was last updated.
- Next synchronization: when the next automatic update is due.
- Show Details: which files and directories belong to the job.
Part 2: Agent tools for Microsoft 365
With the Microsoft 365 tools, the AI acts directly on your behalf: search emails, create events, manage Planner tasks, edit Excel spreadsheets, and much more.
Important: Microsoft 365 tools are only available in agents, not in the standard chat. Agents with Microsoft 365 tools also cannot be shared as a public chatbot (message Public access not available: "Microsoft 365 Tools require OAuth authentication").
Enabling tools in an agent
- Open the agent under Agents → Edit. The Tools section is located in the General tab.
- Click Add Tool.
- In the Select Tools modal, filter via the Search tools... field (for example "O365", "Planner", or "OneNote") and check the tools you want.
- Click Apply Selection.

- Search tools... field: searching for "O365" shows the Microsoft 365 tools for email and calendar as cards with checkboxes, paginated (1-8 of 24).
- Apply Selection saves the checked tools.
Available tool groups
Microsoft Outlook (email, calendar, contacts)
| Tool | Function |
|---|---|
| O365 search emails | Searches your mailbox by sender, subject, or content. |
| O365 get email | Fetches a single email with its full body. |
| O365 email with attachments | Fetches an email including attachments. |
| O365 create email draft | Creates a draft in your mailbox. |
| O365 send email | Sends an email directly from the chat. |
| O365 create reply draft | Creates a reply draft for an existing email. |
| O365 move email | Moves an email to any folder. |
| O365 archive email | Moves an email to the archive folder. |
| O365 mark as read | Marks an email as read or unread. |
| O365 list email folders | Lists all folders in the mailbox. |
| O365 categorize email | Adds categories/tags to an email. |
| O365 get categories | Lists all categories available in the mailbox. |
| O365 search calendar events | Finds events in your calendar. |
| O365 create calendar event | Creates new calendar entries with attendees. |
| O365 update calendar event | Changes existing events (subject, time, location, Teams meeting). |
| O365 delete calendar event | Deletes events, as the organizer this cancels the meeting. |
| O365 respond to event invitation | Accepts, declines, or tentatively responds to invitations. |
| O365 check availability | Checks when people are free (free/busy). |
| O365 search contacts | Searches your Outlook contacts. |
| O365 find contact by email | Finds a contact by email address. |
| O365 create contact | Creates a new contact. |
| O365 update contact | Updates existing contact data. |
| O365 delete contact | Deletes a contact. |
Microsoft OneDrive
| Tool | Function |
|---|---|
| O365 search OneDrive | Searches your files by name or content. |
| OneDrive: list folder | Shows the contents of a folder. |
| OneDrive: read file content | Reads the content of text files. |
| OneDrive: get item details | Shows size, creation date, and permissions. |
| OneDrive: create share link | Creates share links (with password and expiry date). |
| OneDrive: create folder | Creates new folders. |
| OneDrive: upload file | Uploads files (Base64, text, or URL as source). |
| OneDrive: move item | Moves files and folders. |
| OneDrive: copy item | Copies files and folders. |
| OneDrive: delete item | Deletes files and folders (to the recycle bin). |
Microsoft Teams
| Tool | Function |
|---|---|
| Teams: list all teams | Shows all teams you are a member of. |
| Teams: list channels | Lists all channels of a team. |
| Teams: read channel messages | Reads messages from a channel (with time filter). |
| Teams: list chats | Shows all 1:1 and group chats. |
| Teams: read chat messages | Reads messages from a chat (with time filter). |
| Teams: send channel message | Sends a message to a channel. |
| Teams: send chat message | Sends a message to a chat. |
Microsoft OneNote (new)
| Tool | Function |
|---|---|
| OneNote: list notebooks | Lists all OneNote notebooks. |
| OneNote: list sections | Lists all sections of a notebook. |
| OneNote: list pages | Lists all pages of a section. |
| OneNote: get page content | Fetches the content of a OneNote page. |
| OneNote: search | Searches your OneNote notebooks. |
| OneNote: create page | Creates a new OneNote page. |
| OneNote: update page | Updates an existing OneNote page. |
Microsoft Planner (new)
| Tool | Function |
|---|---|
| Planner: my tasks | Shows all Planner tasks assigned to you. |
| Planner: list group plans | Lists all plans of a group. |
| Planner: get plan | Fetches details of a Planner plan. |
| Planner: list buckets | Lists all buckets of a plan. |
| Planner: list tasks | Lists all tasks of a plan. |
| Planner: create task | Creates a new Planner task. |
| Planner: update task | Updates an existing Planner task. |
| Planner: delete task | Deletes a Planner task. |
| Planner: create bucket | Creates a new bucket in a plan. |
Microsoft To-Do (new)
| Tool | Function |
|---|---|
| To-Do: list folders | Lists all To-Do task lists. |
| To-Do: get folder | Fetches details of a task list. |
| To-Do: get tasks | Fetches all tasks of a list. |
| To-Do: get task | Fetches details of a single task. |
| To-Do: create folder | Creates a new task list. |
| To-Do: create task | Creates a new To-Do task. |
| To-Do: update task | Updates a To-Do task. |
| To-Do: delete task | Deletes a To-Do task. |
| To-Do: complete task | Marks a To-Do task as done. |
Microsoft SharePoint
| Tool | Function |
|---|---|
| SharePoint: search sites | Searches SharePoint sites. |
| SharePoint: get site | Fetches details of a site. |
| SharePoint: get lists | Fetches all lists of a site. |
| SharePoint: list by name | Finds a list by its name. |
| SharePoint: get list items | Fetches all items of a list. |
| SharePoint: get list item | Fetches a single list item. |
| SharePoint: create list item | Creates a new list item. |
| SharePoint: update list item | Updates a list item. |
| SharePoint: delete list item | Deletes a list item. |
| SharePoint: document libraries | Lists the document libraries of a site. |
| SharePoint: list documents | Shows files and folders of a library. |
| SharePoint: upload document | Uploads documents (Base64, text, or URL). |
| SharePoint: get document | Fetches document details (plus content for text files). |
| SharePoint: read file content | Reads text file contents. |
| SharePoint: delete document | Deletes documents (recycle bin). |
| SharePoint: create folder | Creates folders (nested as well). |
Microsoft Excel
| Tool | Function |
|---|---|
| Excel: list worksheets | Lists all worksheets of a workbook. |
| Excel: get worksheet | Fetches details of a worksheet. |
| Excel: read range | Reads data from a cell range (for example A1:D10). |
| Excel: write range | Writes data to a cell range. |
| Excel: list tables | Lists all tables in a workbook or worksheet. |
| Excel: get table data | Reads all data of a table. |
| Excel: add table row | Adds a new row to a table. |
| Excel: get used range | Determines the used range of a worksheet. |
| Excel: invoke function | Runs Excel functions (SUM, AVG, and more). |
| Excel: create worksheet | Creates a new worksheet. |
| Excel: delete worksheet | Deletes a worksheet (permanently!). |
Per-user read and write permissions
Admins control under Settings → Users which Microsoft 365 tools each person can select in the agent builder:
| Setting | Effect |
|---|---|
| Microsoft 365 tools (read access) | Enables read-only tools (search, fetch, list). Without this setting, no Microsoft 365 tools are visible. |
| Microsoft 365 write access | Additionally allows write and delete actions (send email, create/update/delete events and files, send Teams messages). Requires read access. |
For administrators and owners, both permissions are always active. Read more about roles and permissions under Permissions.

- Toggle Microsoft 365 tools (read access): enables read-only tools in the agent builder.
- Toggle Microsoft 365 write access: additionally allows write and delete actions, requires read access.
Approval for sensitive actions (tool approvals)
In addition, admins can enable Approval for sensitive tools under Settings → Tool approvals. Agents then pause before actions marked as sensitive (for example O365 send email) and ask in the chat: you confirm with Approve or stop with Reject. See Tool approvals for details.
Required Microsoft permissions
During sign-in, hermine.ai requests the following Microsoft Graph permissions:
| Area | Permission | Used for |
|---|---|---|
Mail.Read |
Reading and searching emails | |
Mail.ReadWrite |
Creating drafts, moving, categorizing | |
Mail.Send |
Sending emails | |
MailboxSettings.Read |
Fetching mailbox categories | |
| Calendar | Calendars.Read |
Reading events, checking availability |
| Calendar | Calendars.ReadWrite |
Creating, editing, responding to events |
| Contacts | Contacts.Read |
Reading contacts |
| Contacts | Contacts.ReadWrite |
Creating and editing contacts |
| Files (OneDrive, Excel) | Files.Read |
Reading files and workbooks |
| Files (OneDrive, Excel) | Files.ReadWrite |
Editing files and workbooks |
| SharePoint | Sites.Read.All |
Reading sites, lists, and documents |
| SharePoint | Sites.ReadWrite.All |
Editing lists and documents |
| Teams | Team.ReadBasic.All |
Listing teams |
| Teams | Channel.ReadBasic.All |
Listing channels |
| Teams | ChannelMessage.Read.All |
Reading channel messages |
| Teams | ChannelMessage.Send |
Sending channel messages |
| Teams | Chat.Read |
Reading chats and chat messages |
| Teams | Chat.ReadWrite |
Sending chat messages |
| Tasks (Planner, To-Do) | Tasks.Read |
Reading plans, buckets, and tasks |
| Tasks (Planner, To-Do) | Tasks.ReadWrite |
Creating, updating, completing, deleting tasks |
| Tasks (Planner) | Group.Read.All |
Listing group plans |
| OneNote | Notes.Read |
Reading notebooks, sections, and pages |
| OneNote |
Notes.ReadWrite, Notes.Create
|
Creating and updating pages |
| General | offline_access |
Automatic token renewal |
Examples in the chat
Searching emails:
"Show me all emails from Max Mustermann from last week."
Writing and sending an email:
"Write an email to anna@example.com with the subject 'Project update', summarize the current status, then send it."
Checking the calendar:
"Do I still have time for a meeting tomorrow afternoon?"
Creating an event:
"Create an event on Friday at 2 pm titled 'Project review' and invite Max and Anna."
Teams messages:
"What was discussed this week in the 'General' channel of the Marketing team?"
Planner:
"Which Planner tasks are assigned to me and when are they due?"
To-Do:
"Mark the task 'Write report' in my 'Work' list as done."
OneNote:
"Search my OneNote notes for the results of the customer workshop."
Excel data:
"Read the data from the 'Revenue' table in the file 'Q3-Report.xlsx'."
SharePoint lists:
"Show me all items of the 'Tasks' list on the 'Project Alpha' site."
Finding files:
"Find my quarterly report presentation in OneDrive."
Security and privacy
- Your data stays in Microsoft 365: hermine.ai does not store copies of your emails or files.
- Secure OAuth connection: You sign in directly with Microsoft, hermine.ai never sees your password.
- Per-user authentication: Every person connects their own account, agents always act only with that person's permissions.
- Deliberate agent approval: Agents may only access your account after the separate approval under Access for AI agents.
- Revocable at any time: Revoke access or Disconnect under Personal Settings → Connected Services.
- No public access: Agents with Microsoft 365 tools cannot be shared publicly.
Troubleshooting
| Problem | Solution |
|---|---|
| Microsoft 365 tools missing in the builder | You lack read access. Ask an admin to enable Microsoft 365 tools (read access) under Settings → Users. |
| Only read-only tools visible | For write actions you additionally need Microsoft 365 write access. |
| Status Not connected | Connect your Microsoft account under Personal Settings → Connected Services. |
| Tools connected but not working | Check whether access has been granted under Access for AI agents (Enable for AI agents). |
| Missing permissions / Microsoft re-authentication required | Sign out and back in so the new permissions (for example for Planner, To-Do, OneNote) are granted. |
| Admin consent error during sign-in | Message that your Microsoft account administrators must approve the o365 integration: your Microsoft IT needs to approve the app first. |
| SharePoint import failed | Check file format and size (see supported formats) and contact your admin if needed. |
Tip: Combine the Microsoft 365 integration with scheduled tasks: for example, get a summary of your most important emails, upcoming events, and due Planner tasks every morning.
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