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microsoft-sharepoint

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Microsoft SharePoint Skill

Microsoft SharePoint Skill

Overview

概述

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.
Claude可以与Microsoft SharePoint交互，访问团队站点、管理文档库、创建页面并协作处理组织内容，非常适合企业内容管理和团队协作场景。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/microsoft-sharepoint/install.sh | bash
Or manually:
bash
cp -r skills/microsoft-sharepoint ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/microsoft-sharepoint/install.sh | bash
或者手动安装：
bash
cp -r skills/microsoft-sharepoint ~/.canifi/skills/

Setup

配置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置：
bash
undefined

First, ensure canifi-env is installed:

First, ensure canifi-env is installed:

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

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

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

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
你的凭证，由你掌控。Canifi LifeOS尊重你的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

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
如果你不想与Claude Code共享凭证：
  1. 使用CDP模式完成浏览器自动化配置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. Claude将使用你的已认证会话，全程不会获取你的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
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.
如果你愿意共享凭证，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭证仅能在你的本地机器上访问，绝不会被传输至外部。

Capabilities

功能特性

  • 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
  • 浏览团队站点和通信站点
  • 访问文档库
  • 上传和下载文件
  • 创建和编辑页面
  • 搜索站点内容
  • 管理列表和库
  • 查看和编辑元数据
  • 共享文档和文件夹
  • 创建新闻帖
  • 访问共享文件
  • 管理站点权限（仅查看）
  • 浏览站点层级结构

Usage Examples

使用示例

Example 1: Find Document

示例1：查找文档

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)"
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

示例2：访问文档库

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..."
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

示例3：下载报告

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

示例4：搜索内容

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)..."
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

认证流程

  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
  1. Claude通过Playwright MCP导航至[tenant].sharepoint.com
  2. 如有需要，使用MICROSOFT_EMAIL进行认证
  3. 若触发双因素认证（2FA），将通过iMessage通知用户
  4. 维护会话以进行SharePoint操作

Selectors Reference

选择器参考

javascript
// 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'
javascript
// 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

错误处理

  • 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
  • 登录失败：重试3次，通过iMessage通知用户
  • 会话过期：自动重新认证
  • 站点未找到：列出可访问的站点，请求用户明确信息
  • 访问被拒绝：通知用户需要对应权限
  • 文件未找到：尝试变体搜索，检查回收站
  • 下载失败：重试，检查权限

Self-Improvement Instructions

自我优化说明

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
当你掌握了使用SharePoint完成任务的更优方法时：
  1. 在响应中记录该优化点
  2. 建议使用新方法更新此Skill文件
  3. 包含具体的导航模式
  4. 标注租户特定的配置

Notes

注意事项

  • 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
  • SharePoint URL因组织租户而异
  • 权限由站点所有者/管理员管理
  • 文档库与OneDrive同步功能集成
  • 元数据支持高级组织管理
  • 列表用于结构化数据管理
  • 现代站点与经典站点的UI不同
  • 搜索会索引所有站点内容
  • 新闻帖用于组织内部沟通