Microsoft SharePoint Skill

Overview

Quick Install

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

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

Setup

# 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

Option 1: Manual Browser Login (Recommended)

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

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

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

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