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SharePoint Automation

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SharePoint Automation

Automate SharePoint operations including managing sites, lists, documents, folders, and pages. Integrates with both SharePoint REST API and Microsoft Graph via OneDrive.

Toolkit docs: composio.dev/toolkits/share_point


Setup

This skill requires the Rube MCP server connected at https://rube.app/mcp.

Before executing any tools, ensure active connections exist for the share_point and one_drive toolkits. If no connection is active, initiate one via RUBE_MANAGE_CONNECTIONS.

Note: Many OneDrive/SharePoint tools only work with organizational Microsoft 365 accounts (Azure AD/Entra ID). Personal Microsoft accounts are NOT supported.


Core Workflows

1. List and Browse Sites

Retrieve site details and enumerate subsites to discover the SharePoint topology.

Tools:

  • ONE_DRIVE_GET_SITE_DETAILS -- Get metadata for a specific site by ID
  • ONE_DRIVE_LIST_SITE_SUBSITES -- List all subsites of a parent site

Key Parameters:

  • site_id (required) -- Composite format: hostname,site-collection-guid,web-guid (e.g., "contoso.sharepoint.com,da60e844-...,712a596e-...")

Example:

Tool: ONE_DRIVE_GET_SITE_DETAILS
Arguments:
  site_id: "contoso.sharepoint.com,2C712604-1370-44E7-A1F5-426573FDA80A,2D2244C3-251A-49EA-93A8-39E1C3A060FE"

2. Manage Lists

Create lists, enumerate existing lists, and retrieve list items.

Tools:

  • SHARE_POINT_LIST_ALL_LISTS -- Retrieve all lists on a site (supports OData filter, select, orderby, top)
  • SHARE_POINT_SHAREPOINT_CREATE_LIST -- Create a new list with a specified template
  • ONE_DRIVE_LIST_SITE_LISTS -- List all lists under a site via Microsoft Graph
  • ONE_DRIVE_GET_SHAREPOINT_LIST_ITEMS -- Retrieve items from a specific list

Key Parameters for SHARE_POINT_SHAREPOINT_CREATE_LIST:

  • name (required) -- List name
  • template (required) -- Template type: "genericList", "documentLibrary", "tasks", etc.
  • description -- Optional description

Key Parameters for SHARE_POINT_LIST_ALL_LISTS:

  • filter -- OData filter, e.g., "Hidden eq false"
  • select -- Properties to return, e.g., "Title,Id"
  • orderby -- Sort expression, e.g., "Title desc"
  • top -- Limit results count

Example:

Tool: SHARE_POINT_SHAREPOINT_CREATE_LIST
Arguments:
  name: "Project Tasks"
  template: "tasks"
  description: "Task tracking for Q1 deliverables"

3. Manage Folders and Files

Create folders, list files within folders, and navigate the document library.

Tools:

  • SHARE_POINT_SHAREPOINT_CREATE_FOLDER -- Create a new folder in a document library
  • SHARE_POINT_LIST_FILES_IN_FOLDER -- List files within a folder by server-relative URL
  • SHARE_POINT_GET_FOLDER_BY_SERVER_RELATIVE_URL -- Get folder metadata by path

Key Parameters for SHARE_POINT_SHAREPOINT_CREATE_FOLDER:

  • folder_name (required) -- Name of the folder to create
  • document_library -- Target library (default: "Shared Documents")
  • relative_path -- Additional path within the library

Key Parameters for SHARE_POINT_LIST_FILES_IN_FOLDER:

  • folder_name (required) -- Server-relative URL, e.g., "/Shared Documents"
  • select -- Comma-separated properties, e.g., "Name,ServerRelativeUrl,Length"
  • top -- Limit results count
  • orderby -- Sort expression, e.g., "Name desc"

Example:

Tool: SHARE_POINT_LIST_FILES_IN_FOLDER
Arguments:
  folder_name: "/Shared Documents/Reports"
  select: "Name,ServerRelativeUrl,Length"
  top: 50

4. Search SharePoint Content

Use Keyword Query Language (KQL) to search documents, list items, and other content across the site.

Tool: SHARE_POINT_SEARCH_QUERY

Key Parameters:

  • querytext (required) -- KQL query, e.g., "project report", "FileType:docx", "Author:\"John Doe\""
  • rowlimit -- Max results per request (default ~50, max 500)
  • startrow -- Zero-based offset for pagination
  • selectproperties -- Properties to return, e.g., "Title,Author,Path"
  • refinementfilters -- Narrow results, e.g., "FileType:equals(\"docx\")"

Example:

Tool: SHARE_POINT_SEARCH_QUERY
Arguments:
  querytext: "IsDocument:1 FileType:pdf"
  rowlimit: 25
  selectproperties: "Title,Author,Path,LastModifiedTime"

5. Track List Changes (Delta Query)

Use delta queries to get incremental changes (created, updated, deleted items) without reading the entire list.

Tool: ONE_DRIVE_LIST_SHAREPOINT_LIST_ITEMS_DELTA

Key Parameters:

  • site_id (required) -- Composite site ID
  • list_id (required) -- List GUID
  • token -- Omit for initial sync; pass "latest" for empty response with token; pass previous token for changes since
  • expand -- e.g., "fields($select=ColumnA,ColumnB)"
  • top -- Max items per response

6. Retrieve Site Page Content

Read modern SharePoint Site Pages content including canvas web parts.

Tool: SHARE_POINT_GET_SITE_PAGE_CONTENT

Key Parameters:

  • page_file_name -- File name with .aspx extension, e.g., "Home.aspx"
  • item_id -- Alternative: list item ID of the page
  • render_as -- "raw" (default), "text", or "html"
  • site -- Optional site name scope

Known Pitfalls

PitfallDetail
Site ID formatMust be composite: hostname,site-collection-guid,web-guid. Incorrect format causes 400 errors.
Personal accounts unsupportedONE_DRIVE_LIST_SITE_LISTS and Graph-based tools only work with organizational M365 accounts, not personal MSA/Outlook.com accounts.
OData filter syntaxSharePoint OData filters use specific syntax. Test filters incrementally; unsupported expressions may silently return empty results.
PaginationUse skiptoken for server-side paging in list operations. Incomplete pagination settings can miss results.
Folder pathsMust use server-relative URLs (e.g., /Shared Documents) not absolute URLs.

Quick Reference

Tool SlugDescription
ONE_DRIVE_GET_SITE_DETAILSGet metadata for a SharePoint site
ONE_DRIVE_LIST_SITE_SUBSITESList subsites of a parent site
ONE_DRIVE_LIST_SITE_LISTSList all lists under a site (Graph API)
ONE_DRIVE_LIST_SHAREPOINT_LIST_ITEMS_DELTATrack incremental list changes
ONE_DRIVE_GET_SHAREPOINT_LIST_ITEMSRetrieve items from a list
ONE_DRIVE_LIST_DRIVESList available drives for a user/site/group
ONE_DRIVE_LIST_SITE_COLUMNSList column definitions for a site
SHARE_POINT_LIST_ALL_LISTSRetrieve all lists on a site (REST API)
SHARE_POINT_SHAREPOINT_CREATE_LISTCreate a new SharePoint list
SHARE_POINT_SHAREPOINT_CREATE_FOLDERCreate a folder in a document library
SHARE_POINT_LIST_FILES_IN_FOLDERList files in a folder
SHARE_POINT_SEARCH_QUERYSearch content using KQL
SHARE_POINT_GET_SITE_PAGE_CONTENTRetrieve Site Page content
SHARE_POINT_GET_FOLDER_BY_SERVER_RELATIVE_URLGet folder metadata by path

Powered by Composio

Source

git clone https://github.com/ComposioHQ/awesome-claude-skills/blob/master/composio-skills/share-point-automation/SKILL.mdView on GitHub

Overview

SharePoint Automation automates operations across SharePoint and OneDrive, including managing sites, lists, documents, folders, and pages. It enables consistent governance by orchestrating actions through the SharePoint REST API and Microsoft Graph.

How This Skill Works

After connecting to the Rube MCP server (https://rube.app/mcp) and establishing active share_point and one_drive toolkits, the skill executes targeted actions through dedicated tools such as ONE_DRIVE_GET_SITE_DETAILS, ONE_DRIVE_LIST_SITE_SUBSITES, SHARE_POINT_LIST_ALL_LISTS, SHARE_POINT_SHAREPOINT_CREATE_LIST, SHARE_POINT_SHAREPOINT_CREATE_FOLDER, SHARE_POINT_LIST_FILES_IN_FOLDER, and SHARE_POINT_SEARCH_QUERY. It passes required parameters (e.g., site_id, folder_name, template, querytext) to perform CRUD operations and content searches across SharePoint and OneDrive.

When to Use It

  • List and browse sites to discover SharePoint topology and subsites
  • Create new lists, enumerate existing lists, and retrieve list items
  • Create folders and list files within a document library
  • Search documents, lists, and other content across a site using KQL
  • Ensure MCP connections are active and toolkit interactions are ready before automation

Quick Start

  1. Step 1: Connect to the Rube MCP server and ensure active share_point and one_drive toolkits
  2. Step 2: Choose a workflow (List, Folder, or Search) and prepare required parameters (site_id, folder_name, template, querytext, etc.)
  3. Step 3: Run the tool sequence and review results; adjust permissions or scope as needed

Best Practices

  • Ensure the Rube MCP server is connected at https://rube.app/mcp before running tools
  • Verify active connections for share_point and one_drive Toolkits prior to execution
  • Use the correct site_id format: hostname,site-collection-guid,web-guid
  • Prefer organizational Microsoft 365 accounts; personal accounts are not supported
  • Test changes in a safe scope (read-only or limited permissions) before applying edits

Example Use Cases

  • Retrieve site details and list all subsites to map a SharePoint topology
  • Create a new list named 'Project Tasks' using the 'tasks' template with an optional description
  • Create a folder under a document library (e.g., 'Shared Documents/Reports') and list its files
  • Run a KQL query to locate documents containing a keyword across a site
  • List all lists on a site and then fetch items from a specific list

Frequently Asked Questions

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