Microsoft SharePoint Skill

Overview

Claude can interact with Microsoft SharePoint to access team sites, manage document libraries, create pages, and collaborate on organizational content. Ideal for enterprise content management and team collaboration.

Quick Install

curl -sSL https://canifi.com/skills/microsoft-sharepoint/install.sh | bash

Or manually:

cp -r skills/microsoft-sharepoint ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set MICROSOFT_EMAIL "your-email@outlook.com"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

• Navigate team and communication sites
• Access document libraries
• Upload and download files
• Create and edit pages
• Search site content
• Manage lists and libraries
• View and edit metadata
• Share documents and folders
• Create news posts
• Access shared files
• Manage site permissions (view only)
• Navigate site hierarchy

Usage Examples

Example 1: Find Document

User: "Find the HR policies document on SharePoint"
Claude: Searches SharePoint for "HR policies".
        Reports: "Found in HR Team Site > Documents:
        HR Policies 2024.pdf (updated last week)"

Example 2: Access Library

User: "Show me what's in the Marketing team's document library"
Claude: Navigates to Marketing site, opens Documents library.
        Reports: "Marketing Documents contains 47 items:
        Folders: Campaigns, Brand Assets, Reports..."

Example 3: Download Report

User: "Download the quarterly sales report from SharePoint"
Claude: Locates report in Sales site, downloads file.
        Confirms: "Downloaded Q4 Sales Report.xlsx"

Example 4: Search Content

User: "Search SharePoint for project proposals from last month"
Claude: Searches with date filter for "project proposal".
        Reports: "Found 5 proposals:
        1. Website Redesign Proposal (Marketing)..."

Authentication Flow

1. Claude navigates to [tenant].sharepoint.com via Playwright MCP
2. Authenticates with MICROSOFT_EMAIL if needed
3. Handles 2FA if prompted (notifies user via iMessage)
4. Maintains session for SharePoint operations

Selectors Reference

// Site navigation
'[aria-label="Site navigation"]'

// Document library
'[data-automationid="FieldRenderer-name"]'

// File list
'[role="grid"]'

// Search box
'[aria-label="Search"]'

// Upload button
'[aria-label="Upload"]'

// New button
'[aria-label="New"]'

// Download
'[aria-label="Download"]'

// Share button
'[aria-label="Share"]'

// Quick launch
'.ms-Nav-navItems'

// Breadcrumb
'.breadcrumb'

Error Handling

• Login Failed: Retry 3 times, notify user via iMessage
• Session Expired: Re-authenticate automatically
• Site Not Found: List accessible sites, ask for clarification
• Access Denied: Notify user of permission requirement
• File Not Found: Search variations, check recycle bin
• Download Failed: Retry, check permissions

Self-Improvement Instructions

When you learn a better way to accomplish a task with SharePoint:

1. Document the improvement in your response
2. Suggest updating this skill file with the new approach
3. Include specific navigation patterns
4. Note tenant-specific configurations

Notes

• SharePoint URL varies by organization tenant
• Permissions managed by site owners/admins
• Document libraries integrate with OneDrive sync
• Metadata enables advanced organization
• Lists for structured data management
• Modern vs classic sites have different UIs
• Search indexes all site content
• News posts for organizational communication