Connect your AI Agents to SharePoint in minutes

How can I use the SharePoint MCP server?

Here are just a few agentic use cases you can implement:

• Orphaned file cleanup: Your agent can identify files that haven't been accessed in months, check if they're referenced in active projects, and either archive them to cold storage or flag them for deletion to free up space

• Version control management: Your agent can monitor critical documents for changes, automatically create major versions at key milestones (like contract signing or design approval), and notify stakeholders when files are reverted to previous versions

• Storage optimization: Your agent can scan libraries for duplicate files, identify large media files that could be compressed or archived, and generate reports on storage consumption by team or project to help manage capacity

• Knowledge base maintenance: Your agent can monitor support tickets and automatically update SharePoint wiki pages, FAQ lists, and documentation libraries with new troubleshooting steps, product updates, or commonly-asked questions
  

• Site provisioning: Your agent can automatically create new SharePoint team sites or project workspaces when deals close or projects kick off, configure permissions groups, and populate them with standardized libraries and lists

What are popular tools for SharePoint’s MCP server?

Here are some popular tools across data types:

Sites

• <code class="blog_inline-code">sites_get_root</code>
• <code class="blog_inline-code">sites_get_by_id</code>
• <code class="blog_inline-code">sites_list_drives</code>
• <code class="blog_inline-code">sites_list_columns</code>

Files

• <code class="blog_inline-code">files_list_drive_items</code>
• <code class="blog_inline-code">files_get_drive_item</code>
• <code class="blog_inline-code">files_create_folder</code>
• <code class="blog_inline-code">files_delete_item</code>

Lists

• <code class="blog_inline-code">list_items_get_all</code>
• <code class="blog_inline-code">list_items_create</code>
• <code class="blog_inline-code">list_items_update</code>
• <code class="blog_inline-code">list_items_delete</code>

What makes Merge Agent Handler’s SharePoint MCP server better than alternative SharePoint MCP servers?

Here are just a few reasons:

• Authentication and credential management: Agent Handler supports dynamic authorization flows and manages credentials for third-party systems, reducing the need for custom auth logic in your agent
  

• Enterprise-grade security and DLP: All tool inputs and outputs are scanned through a security gateway with data loss prevention rules that can block, redact, or mask sensitive data
  

• Real-time observability and auditability: Every tool call is logged, with fully-searchable logs that allow teams to audit, debug, and optimize agent behavior across SharePoint interactions

Can I set custom security rules for SharePoint tool calls in Merge Agent Handler?

You can set a wide range of rules. Here are just a few examples:

• Social security numbers: Block any <code class="blog_inline-code">create_list_item</code> or <code class="blog_inline-code">update_page</code> tool calls that contain SSN patterns in SharePoint list fields, page content, or metadata before they're written to your intranet

• API keys and tokens: Prevent agents from uploading or updating SharePoint documents that contain API keys, OAuth tokens, or other credentials in code snippets or configuration files

• Internal employee IDs: Mask employee identification numbers when agents read HR policy documents or personnel directories from SharePoint, showing only partial identifiers (e.g., EMP*789)

• Salary and compensation data: Block or redact salary figures, bonus amounts, and compensation details when agents retrieve content from SharePoint HR libraries or financial planning sites

How can I start using Merge Agent Handler’s SharePoint MCP server?

Here are the steps you can take:

1. Sign up for Agent Handler. Create a free Merge Agent Handler account here.

2. Create a Tool Pack. A Tool Pack is a collection of connectors (like SharePoint, Slack, etc.) that your agent can access. 

In the dashboard, go to Tool Packs. Click "Create New Tool Pack" and select the SharePoint connector from the available connectors. You can then name your Tool Pack (e.g., "SharePoint Access Pack")

3. Register a user and authenticate to SharePoint. Create a Registered User in Agent Handler (this represents an end user who will authenticate to SharePoint). You can provide an identifier for the user (e.g., email or user ID).

4. Collect your configuration details. You'll need three pieces of information to configure your MCP client:

• Tool Pack ID: Found in your Tool Pack's URL or settings
• Registered User ID: Found in the Registered Users section
• API Key: Generate this from your Agent Handler account settings or API keys section (starts with something like "cx-" or similar)

5. Configure your IDE or AI platform. Choose the setup that matches your development environment.

6. Verify the connection. Open your AI assistant or agent interface. You should see the SharePoint tools available in the tools/context menu. And if you’re using an IDE like Cursor, you'll see "MCP Server: agent-handler" in the bottom right

7. Start using SharePoint tools. Try test prompts like:

• "List the files in my SharePoint library"
• "Search for documents containing 'Q4 budget' in SharePoint"
• "Upload this report to the Marketing folder in SharePoint"
• "Show me recent updates to the HR policies site"