SharePoint Automation

SharePoint Automation

Automate SharePoint operations including managing sites, lists, documents, folders, and pages. Integrates with both SharePoint REST API and Microsoft Graph via OneDrive.

Toolkit docs: claude-skills.ai/toolkits/share_point

Setup

This skill requires the Rube MCP server connected at https://rube.app/mcp.

Before executing any tools, ensure active connections exist for the share_point and one_drive toolkits. If no connection is active, initiate one via RUBE_MANAGE_CONNECTIONS.

Note: Many OneDrive/SharePoint tools only work with organizational Microsoft 365 accounts (Azure AD/Entra ID). Personal Microsoft accounts are NOT supported.

Core Workflows

1. List and Browse Sites

Retrieve site details and enumerate subsites to discover the SharePoint topology.

Tools:

• ONE_DRIVE_GET_SITE_DETAILS -- Get metadata for a specific site by ID
• ONE_DRIVE_LIST_SITE_SUBSITES -- List all subsites of a parent site

Key Parameters:

• site_id (required) -- Composite format: hostname,site-collection-guid,web-guid (e.g., "contoso.sharepoint.com,da60e844-...,712a596e-...")

Example:

Tool: ONE_DRIVE_GET_SITE_DETAILS
Arguments:
  site_id: "contoso.sharepoint.com,2C712604-1370-44E7-A1F5-426573FDA80A,2D2244C3-251A-49EA-93A8-39E1C3A060FE"

2. Manage Lists

Create lists, enumerate existing lists, and retrieve list items.

Tools:

• SHARE_POINT_LIST_ALL_LISTS -- Retrieve all lists on a site (supports OData filter, select, orderby, top)
• SHARE_POINT_SHAREPOINT_CREATE_LIST -- Create a new list with a specified template
• ONE_DRIVE_LIST_SITE_LISTS -- List all lists under a site via Microsoft Graph
• ONE_DRIVE_GET_SHAREPOINT_LIST_ITEMS -- Retrieve items from a specific list

Key Parameters for SHARE_POINT_SHAREPOINT_CREATE_LIST:

• name (required) -- List name
• template (required) -- Template type: "genericList", "documentLibrary", "tasks", etc.
• description -- Optional description

Key Parameters for SHARE_POINT_LIST_ALL_LISTS:

• filter -- OData filter, e.g., "Hidden eq false"
• select -- Properties to return, e.g., "Title,Id"
• orderby -- Sort expression, e.g., "Title desc"
• top -- Limit results count

Example:

Tool: SHARE_POINT_SHAREPOINT_CREATE_LIST
Arguments:
  name: "Project Tasks"
  template: "tasks"
  description: "Task tracking for Q1 deliverables"

3. Manage Folders and Files

Create folders, list files within folders, and navigate the document library.

Tools:

• SHARE_POINT_SHAREPOINT_CREATE_FOLDER -- Create a new folder in a document library
• SHARE_POINT_LIST_FILES_IN_FOLDER -- List files within a folder by server-relative URL
• SHARE_POINT_GET_FOLDER_BY_SERVER_RELATIVE_URL -- Get folder metadata by path

Key Parameters for SHARE_POINT_SHAREPOINT_CREATE_FOLDER:

• folder_name (required) -- Name of the folder to create
• document_library -- Target library (default: "Shared Documents")
• relative_path -- Additional path within the library

Key Parameters for SHARE_POINT_LIST_FILES_IN_FOLDER:

• folder_name (required) -- Server-relative URL, e.g., "/Shared Documents"
• select -- Comma-separated properties, e.g., "Name,ServerRelativeUrl,Length"
• top -- Limit results count
• orderby -- Sort expression, e.g., "Name desc"

Example:

Tool: SHARE_POINT_LIST_FILES_IN_FOLDER
Arguments:
  folder_name: "/Shared Documents/Reports"
  select: "Name,ServerRelativeUrl,Length"
  top: 50

4. Search SharePoint Content

Use Keyword Query Language (KQL) to search documents, list items, and other content across the site.

Tool: SHARE_POINT_SEARCH_QUERY

Key Parameters:

• querytext (required) -- KQL query, e.g., "project report", "FileType:docx", "Author:\"John Doe\""
• rowlimit -- Max results per request (default ~50, max 500)
• startrow -- Zero-based offset for pagination
• selectproperties -- Properties to return, e.g., "Title,Author,Path"
• refinementfilters -- Narrow results, e.g., "FileType:equals(\"docx\")"

Example:

Tool: SHARE_POINT_SEARCH_QUERY
Arguments:
  querytext: "IsDocument:1 FileType:pdf"
  rowlimit: 25
  selectproperties: "Title,Author,Path,LastModifiedTime"

5. Track List Changes (Delta Query)

Use delta queries to get incremental changes (created, updated, deleted items) without reading the entire list.

Tool: ONE_DRIVE_LIST_SHAREPOINT_LIST_ITEMS_DELTA

Key Parameters:

• site_id (required) -- Composite site ID
• list_id (required) -- List GUID
• token -- Omit for initial sync; pass "latest" for empty response with token; pass previous token for changes since
• expand -- e.g., "fields($select=ColumnA,ColumnB)"
• top -- Max items per response

6. Retrieve Site Page Content

Read modern SharePoint Site Pages content including canvas web parts.

Tool: SHARE_POINT_GET_SITE_PAGE_CONTENT

Key Parameters:

• page_file_name -- File name with .aspx extension, e.g., "Home.aspx"
• item_id -- Alternative: list item ID of the page
• render_as -- "raw" (default), "text", or "html"
• site -- Optional site name scope

Known Pitfalls

Quick Reference

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