Microsoft OneDrive

The API adapter is implemented. Validate your own account and authorized actions before routing production calls.

Before you start

Connect the account belonging to this business and workspace. Vendor subscriptions, API limits and role permissions still apply.

API: Microsoft Graph v1.0 Drive files

Authentication: Microsoft delegated OAuth with offline refresh

Get access and connect

1. Open Integrations → Microsoft OneDrive and select Connect.
2. Authorize your Microsoft account for read-only file access. Your tenant may require administrator consent.
3. Choose a destination knowledge base and select supported files. Search can find documents outside the drive root.
4. Run a sync and inspect imported source content before assigning the knowledge base to a published agent.

Account requirements

• Your account must be authorized to read the selected business resources. Your organization may require administrator consent.

Permissions

• Files.Read
• offline_access
• User.Read

Grant the subset needed for the actions you enable. API scopes do not override the connected user’s record permissions or vendor validation rules.

Available actions

Read-only document search, resource selection and knowledge-base synchronization. This source does not expose CRM or appointment writes.

Provider-specific behavior

Supported selected files include text, Markdown, CSV, JSON, PDF, DOCX and bounded plain-value XLSX workbooks. Removed or inaccessible selected files are archived during sync.

Verify before going live

Run Test connection and one read action against a known permitted record. Then test each intended write in an authorized sandbox. Check the provider’s own record and the Verbatik receipt. Publish the agent after assigning its tools. If a write has an unknown outcome, reconcile it with the vendor before trying again.

Vendor documentation

• Setup and API documentation