SharePoint integration

SharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate, store, and organize content securely and effectively

Connect SharePoint to Xenition and work with it from chat, from an agent, or on a schedule — alongside every other app you have connected, in one workspace.

What you can do with SharePoint

Ask in plain language and Xenition calls the right one:

Add Attachment to List Item — Tool to add an attachment to a SharePoint list item. Use when you need to upload a binary file as an attachment to a specified list item.
Add Default View Field — Add one existing field to a SharePoint list's default view. This changes view membership but does not create or modify the field itself.
Add Field Link to Content Type — Tool to add a field link to a list content type. Use when you want to associate an existing list field with a content type.
Add Role Assignment to List Item — Tool to add a role assignment to a list item. Use when granting specific permissions to a user or group after breaking inheritance if needed. This action is externally visible and permanently alters item permissions; obtain explicit human approval for the target item and `role_definition_id` before executing.
Add Role Assignment to SharePoint List — Tool to add a role assignment to a SharePoint list. Requires the list to have broken role inheritance first via SHARE_POINT_BREAK_ROLE_INHERITANCE_ON_LIST; inheriting lists will reject unique role assignments. Use when granting permissions to a user or group on a specific list.
Break Role Inheritance on List Item — Tool to break permission inheritance on a list item. Call this before adding new role assignments; adding assignments prior leaves the item still inheriting parent permissions, causing unexpected access behavior. Use when you need to uniquely set permissions on an item after copying or clearing parent assignments.
Break Role Inheritance on List — Breaks permission inheritance on a SharePoint list, allowing you to set unique permissions. When you break inheritance, you can choose to: - Copy parent permissions as a starting point (copy_role_assignments=true) - Start fresh with no inherited permissions (copy_role_assignments=false) - Clear unique permissions on child items to re-inherit from this list (clear_subscopes=true) Use this when you
Check In SharePoint File — Tool to check in a file. Use after uploading or editing a document and you're ready to finalize changes.
Check Out SharePoint Site Page — Check out a modern SharePoint page by its positive Site Pages list-item ID.
Clear Default View Fields — Remove every field from a SharePoint list's default view without deleting the fields themselves. This is a destructive view-configuration operation; use it only when the entire current default-view layout should be cleared.
Copy Drive Item — Start an asynchronous copy of a drive item and return Microsoft's monitor URL. A successful call means the copy was accepted, not completed; inspect the monitor outside this action until it reports completed or failed.
Create Content Type — Tool to create a new content type in SharePoint. Use when you need to define a custom content type with specific metadata structure for lists or libraries.
Create Drive Item Sharing Link — Tool to create a sharing link for a drive item in SharePoint or OneDrive. Use when you need to generate a shareable link with specific permissions (view/edit/embed) and scope (anonymous/organization/users). The link can optionally include password protection and expiration date.
Create SharePoint List Field — Tool to create a new field (column) in a SharePoint list. Use when you need to programmatically add a column after confirming the list GUID.
Create SharePoint List Item by GUID — Tool to create a new item in a SharePoint list using the list's GUID. Use when you have the list GUID rather than the list title.
Create List Item in Folder — Tool to create a list item in a specific folder within a SharePoint list. IMPORTANT: This action works ONLY with SharePoint lists (not document libraries). The folder_url can be either a server-relative URL (e.g., '/Lists/MyList') or an absolute URL (e.g., 'https://site.sharepoint.com/sites/sitename/Lists/MyList'). To create files in document libraries, use a different action like upload_file.
Create SharePoint List View — Create a view in a SharePoint list selected by GUID or exact title. Optional view settings are sent only when provided.
Create SharePoint Site Field — Create a reusable web-level SharePoint field (site column) in the selected site. Use the returned field GUID and internal name when attaching or updating the site column.
Create Drive Upload Session — Create a resumable upload session for a new file and return its preauthenticated upload URL.
Create SharePoint Subsite — Tool to create a new SharePoint subsite under the current site. Use when you need to create a new subsite with specific settings for permissions, language, and template.
Delete Drive Item Version Content — Tool to delete content for a specific version of a drive item in SharePoint. Use when you need to remove the binary content associated with a particular version of a file while keeping the version metadata.
Delete SharePoint File — Deletes a file from a SharePoint document library permanently. This action removes the specified file and moves it to the site's recycle bin. Use this when you need to remove files that are no longer needed. This action is irreversible — the file cannot be recovered once removed from the recycle bin. The operation is idempotent - attempting to delete a non-existent file will succeed without error.
Delete SharePoint Folder — Deletes a folder from a SharePoint document library. This action permanently removes the specified folder and moves it to the site's recycle bin. Use this when you need to remove folders that are no longer needed. The operation is idempotent - attempting to delete a non-existent folder will succeed without error. Requires the server-relative path of the folder (e.g., '/Shared Documents/FolderName'
Delete SharePoint List — Tool to delete a SharePoint list. Use when you need to remove a list by its GUID after confirming the correct list identifier.
Delete SharePoint List By Title — Tool to delete a SharePoint list by its title. Use when you need to permanently remove a list and all its contents by specifying the list name.
Delete SharePoint List Item — Tool to delete a SharePoint list item. Use when you need to permanently remove an item by its ID. Use after obtaining the item's ETag to ensure concurrency control.
Delete Multiple SharePoint List Items — Tool to delete multiple SharePoint list items in bulk. Use when you need to permanently remove multiple items by their IDs. This action is irreversible - deleted items cannot be recovered. For recoverable deletion, use the recycle action instead. Use this action when you have a list of item IDs to delete from the same list.
Delete Recycle Bin Item Permanently — Tool to permanently delete a SharePoint Recycle Bin item. Use after confirming the item's GUID to remove it irrevocably.
Download File by Server-relative URL — Tool to download a file by server-relative URL. Use when you need to fetch the raw bytes of a SharePoint file by its server-relative path.
Ensure SharePoint User — Ensures a user exists in a SharePoint site by their login name. If the user already exists, returns their info; if not, adds them to the site — this is a write operation with a provisioning side effect, not a read-only presence check. Use when you need to add a user or get their user ID for permissions. The login name must be in SharePoint claims format (e.g., 'i:0#.f|membership|[email protected]').

…and 20 more SharePoint actions available in the workspace.

Give an agent access to SharePoint

An agent you create can use SharePoint on your behalf and keep working while you do something else. Every action an agent takes goes through an approval gate first, so nothing touches your SharePoint account without you agreeing to it.

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Frequently asked questions

How do I connect SharePoint to Xenition?

Open the connectors directory in Xenition, find SharePoint, and sign in when the authorisation window opens. The connection is managed for you — there is no API key to create, paste or rotate.

What can Xenition do with SharePoint?

Xenition can run 50 different SharePoint actions, including Add Attachment to List Item, Add Default View Field, Add Field Link to Content Type. You ask in plain language and the right one is called for you.

Can an agent use SharePoint on my behalf?

Yes. Agents can use SharePoint while you do something else, and every action passes through an approval gate before it runs.

Is there a free plan?

Yes. Xenition starts free with 25,000 credits and no credit card, and all connectors are available on every plan.