OpenAI

SharePoint app and setup in ChatGPT

Connect SharePoint to ChatGPT and review the Microsoft permissions and workspace controls that determine access.

Updated: 29 minutes ago

Overview

The SharePoint app lets ChatGPT search and reference SharePoint and supported OneDrive for work or school content that your Microsoft account can already access. Personal OneDrive accounts are not supported by the SharePoint app. Available actions depend on your organization's settings.

For an overview of connected apps, see: Connected apps in ChatGPT.

Availability

SharePoint availability depends on your ChatGPT plan, location, workspace settings, Microsoft account, and your organization's Microsoft Entra policies.

Connect SharePoint

  1. Open Plugins or Apps, depending on the options available in your version of ChatGPT.

  2. Find SharePoint and select the option to connect your account.

  3. Sign in with the Microsoft work or school account that can access the SharePoint sites or supported OneDrive for work or school files you want to use.

  4. Review the requested Microsoft permissions and complete the authorization flow.

  5. Return to ChatGPT.

If your organization requires administrator consent, your Microsoft Entra administrator must approve the permissions before the connection can be used.

For general account-management instructions, see: Connecting and managing app accounts in ChatGPT.

Use SharePoint in a conversation

After connecting SharePoint, ask ChatGPT to find, summarize, or compare files that your connected Microsoft account can access.

Examples include:

  • “Find the latest project plan in SharePoint and summarize the open decisions.”

  • “Compare the two proposal documents in our sales team's SharePoint site.”

  • “Draft an executive update using the launch documents I can access.”

  • “Create a folder for this project in the approved SharePoint library.”

Depending on the permissions approved by your organization and the actions enabled in ChatGPT, the live SharePoint app may also support actions such as:

  • Creating folders.

  • Uploading or updating files.

  • Managing sharing links.

  • Working with supported SharePoint lists and pages.

An approved Microsoft permission does not automatically enable every corresponding action. Your ChatGPT workspace administrator must separately enable the actions your organization wants to allow. ChatGPT may ask you to confirm actions that change SharePoint content.

Understand SharePoint permissions

ChatGPT only retrieves content the relevant Microsoft account or authorized workspace member is already allowed to access. SharePoint, OneDrive, Microsoft 365 group membership, and workspace access settings continue to apply.

A ChatGPT workspace owner or administrator manages app availability and actions. A Microsoft Entra administrator grants the Microsoft permissions needed by those actions. These roles may be held by different people.

For more information about workspace controls, see: Admin controls, security, and compliance for plugins and apps.

Review permissions for live SharePoint access

For live SharePoint access, enable Sites.Read.All and Files.Read.All in both ChatGPT’s permission settings and Microsoft Entra. Enabling these permissions only in ChatGPT does not complete Microsoft authorization. Review the following permissions for live SharePoint access:

  • User.Read: Read the signed-in user's basic profile.

  • offline_access: Maintain the authorized connection without requiring the user to sign in for every request.

  • Files.Read.All: Read files the signed-in user can access.

  • Files.ReadWrite.All: Update or manage files the signed-in user can access when write actions are enabled.

  • Sites.Read.All: Read content from SharePoint sites the signed-in user can access.

  • Sites.ReadWrite.All: Manage supported SharePoint lists, items, pages, metadata, or other resources when those actions are enabled.

  • Sites.Selected: Not supported for live SharePoint search.

The exact permissions requested depend on your organization's configuration and the available actions. A permission should be granted only when your organization intends to allow an action that requires it.

To restrict access to SharePoint site collections, use ChatGPT’s site-collection allowlist. OpenAI enforces these restrictions; they do not replace the required Microsoft delegated permissions. For setup instructions, see: Managing SharePoint site access and sensitivity-label exclusions.

Approve Microsoft permissions

These steps describe the Plugins administrator interface. If your workspace uses Apps administration, go to Workspace settings > Apps, select SharePoint, and then select Microsoft permissions. Continue with the permission review and Microsoft approval below.

To open the Apps page from Admin console, select the intended ChatGPT workspace, open Plugins, and select Manage Legacy Apps.

  1. Sign in to ChatGPT as a workspace owner or administrator.

  2. Go to Admin console, select the intended ChatGPT workspace, and open Plugins.

  3. Select Configure Microsoft permissions to review the combined request for your workspace’s Microsoft apps.

  4. Review the listed Microsoft permissions and the ChatGPT actions associated with each one.

  5. Review the permissions required by your selected app actions. Required permissions remain selected and can't be turned off in this review. To remove one from the request, first disable every selected action that requires it, including actions in other enabled Microsoft apps when reviewing a combined request.

  6. Turn optional permissions on or off when their switches are available. Reopen the permission review and confirm the request before continuing.

If a permission selector is unavailable or saved settings contradict each other, see: Admin controls, security, and compliance for plugins and apps.

Complete Microsoft administrator approval

  1. Continue to Microsoft Entra and sign in with an administrator account that can grant organization-wide consent.

  2. Confirm the organization and the verified ChatGPT/OpenAI application.

  3. Review the full selected request and complete the Microsoft consent flow.

  4. Return to ChatGPT and confirm that the permission review completed.

If Microsoft Entra does not open, allow pop-ups for ChatGPT and try again. The Microsoft consent screen approves or rejects the selected permission request as a whole; it does not provide separate checkboxes for each permission on that screen.

Approving Microsoft permissions does not connect a member's Microsoft account or automatically enable actions in ChatGPT. Workspace administrators must separately review Actions, Role access, and related workspace settings where available.

Supported files and limits

SharePoint search supports .txt, .pdf, .docx, .pptx, .xlsx, and .csv files.

The size limit for SharePoint search and file retrieval is 100 MiB (about 105 MB) per file. Larger files are excluded from search results and cannot be retrieved by the app.

ChatGPT may be unable to extract text from some supported files, even when they appear in search results.

Troubleshoot SharePoint

For general connection issues, see: Troubleshooting apps in ChatGPT.

SharePoint does not appear

Confirm that SharePoint is available for your account and that your workspace administrator has enabled the app. In a managed workspace, check whether Role access or an approved-domain policy limits who can use it.

Microsoft administrator approval is required

Ask a Microsoft Entra administrator to review the permission request. A ChatGPT workspace administrator can see which SharePoint actions depend on each Microsoft permission and disable actions your organization does not want to approve.

An action still does not work after approval

Confirm that:

  • The action is enabled in the SharePoint app's Actions settings.

  • The corresponding permission grant still exists in Microsoft Entra.

  • The member connected the intended Microsoft account.

  • The member reconnected their Microsoft account if new permissions were introduced.

  • The Microsoft account has access to the relevant site, file, or folder.

A SharePoint file is missing

Confirm that:

  • The file uses a supported search format and is within the size limit.

  • The intended Microsoft account is connected.

  • The account can open the file directly in SharePoint.

  • Your workspace's site restrictions and sensitivity-label exclusions permit the file.

After a policy change, test a fresh request in a new conversation.

For site controls, see: Managing SharePoint site access and sensitivity-label exclusions. For connection issues and supported-format checks, see: Troubleshooting apps in ChatGPT.

A file appears, but ChatGPT cannot read it

A search result can identify a file even when ChatGPT cannot retrieve or extract its contents.

  1. Confirm that the connected Microsoft account can open the file directly in SharePoint or OneDrive for work or school.

  2. Start a new ChatGPT conversation with SharePoint available.

  3. Paste a link to the specific file, rather than its folder, and ask ChatGPT to read or summarize it through SharePoint.

  4. If you need a downloadable copy, request that separately.

A direct-link request still follows Microsoft permissions, workspace site restrictions, sensitivity-label exclusions, and the per-file size limit.

If direct retrieval works but search does not, report the search query and the file link. If retrieval fails, include the exact error and note whether ChatGPT returned file details, readable text, or a downloadable copy.

For next steps, see: Troubleshooting plugins and apps in ChatGPT.

FAQ

Can members see files they cannot open in SharePoint?

No. SharePoint and Microsoft 365 permissions continue to determine what each member can retrieve.

Can I use the app in a scheduled task or Workspace Agent?

An action that works in a chat may need different authorization or approval in a scheduled task or Workspace Agent. Confirm that the app and action are supported in the workflow you want to use. For approval and run-status checks, see: Troubleshooting plugins and apps in ChatGPT.

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