RAiN — Rivium AI Network
Back to Help

Microsoft SharePoint

Team site document libraries.

What it does

Reads and writes SharePoint lists and libraries. Where a larger client keeps shared records, and often where the real operational data sits.

What you need

An account with Microsoft SharePoint that you are entitled to authorise, and a moment in a browser. You do not need an API key: connecting sends you to Microsoft SharePoint's own sign-in and consent screen, and what comes back is an authorisation rather than a password. RAiN never sees your password, and the authorisation is held by our integration provider on our instructions — see the Integrations & Connected Accounts notice for what that means.

Connecting it

Connections belong to one project. A system built for one client never acts on another client's account, and a package handed to a business runs on theirs — so the same integration is connected again, separately, for each project that needs it.

  1. Open the project and stay on the Visual Editor tab.
  2. Open the Tools & Integrations rail on the right.
  3. Find Microsoft SharePoint and press Connect.
  4. Authorise in the window that opens, then come back. The rail will show it as connected.

The consent link is good for about twenty minutes. If you leave it and come back tomorrow, press Connect again rather than reusing the old tab.

To stop it, press Disconnect. That ends this project's access immediately. You can also revoke it from Microsoft SharePoint's own security settings, which works even if you never open RAiN again.

What an agent can do with it

16 actions are available once connected. They appear in the tool list for this project only — a project that has not connected Microsoft SharePoint is never offered them.

Action What it does
sharepoint_create_list_item_by_id Create SharePoint List Item by GUID
sharepoint_get_site_root Get SharePoint Root Site
sharepoint_get_site_page_content Get SharePoint Site Page Content
sharepoint_get_site_by_hostname Get SharePoint Site by Hostname
sharepoint_get_site_by_id Get SharePoint Site by ID
sharepoint_get_site_drive_item_by_path Get Site Drive Item by Path
sharepoint_list_sites List SharePoint Sites
sharepoint_list_site_drives List Site Drives
sharepoint_list_subfolders_in_folder List Subfolders in Folder
sharepoint_search_files Search Files Across All Sites
sharepoint_update_file_item Update File Item Metadata
sharepoint_update_list Update SharePoint List
sharepoint_update_list_item Update SharePoint List Item
sharepoint_update_site Update SharePoint Site
… and 2 more, all listed in the rail

Tick the ones an agent may use, or choose one in an Action step to run it exactly as written with no model involved.

A worked example

A facilities team keeps a maintenance log as a SharePoint list. An agent adds each new fault report and escalates anything still open after 48 hours.

When it goes wrong

Permissions bite here more than anywhere. The connected account only sees what that person sees. Connect an account with access to the site you mean.

See also