SharePoint User Connector

Connect your own SharePoint to Abacus.AI so that ChatLLM Teams chats with RouteLLM, the Abacus AI Agent and Custom Chatbots can search and read your sites and files, and optionally write to them, under your own identity. The connector only sees the sites and files your account can access.

An Entra admin must set this connector up first

Microsoft blocks ordinary users from consenting to the Abacus.AI app on their own. Before anyone else in your tenant can connect SharePoint, a Microsoft Entra admin must create the connector once and tick the "Consent on behalf of your organization" checkbox on Microsoft's Permissions requested screen, then click Accept.

This is not the same as the Grant admin consent button in the Entra admin center. Once the admin has ticked the checkbox, every user in that tenant can sign in and create their own connector freely. Until then Microsoft stops them with "Need admin approval".

See Microsoft Entra Tenant Consent for the full walkthrough.

Prerequisites

• Access to ChatLLM Teams
• A Microsoft 365 account with access to the SharePoint sites you want to query
• To change the access type: administrative access in Abacus.AI to create connectors

Choose an access type

By default the SharePoint user connector is provisioned with read-only access through the Abacus.AI app. An organization administrator can change that with a config connector, whose Authentication Type decides which app registration and which scopes every user-level SharePoint connection in the organization uses. Follow only the page for the access type you need:

Access type	Use it when	Page
Basic (Read Only)	Users only need to search and read SharePoint content. This is the default.	Read-only access
Write Access	Users need to create, edit, upload or delete files and items. Uses a separate write-capable Abacus.AI app registration.	Write access
Custom OAuth	Your organization must use its own Microsoft Entra app registration.	Custom OAuth

All permissions are delegated, consented to by each signed-in user, so the connector can never do more than the user could. Users who connected SharePoint before the access type changed must reconnect it from Profile → User Connectors.

Use SharePoint in ChatLLM

Step 1 — Connect SharePoint

In ChatLLM Teams, click the Connectors link on the home page, or click your profile in the top right and navigate to Profile → User Connectors.

1. Scroll the connector list and click SharePoint.
2. A browser pop-up opens asking you to sign in to SharePoint and authorize Abacus.AI.
3. Review the requested permissions and click Allow (or Authorize).
4. After authorization completes, SharePoint appears under your connected services and is ready to use.

info

User connectors are configured once per user and run under your own identity. After the connector is set up, every chatbot and the Abacus AI Agent in your workspace can query data from it.

Step 2 — Chat with RouteLLM

1. Open a new chat in ChatLLM Teams.
2. From the model selector, choose RouteLLM (route-llm). RouteLLM automatically routes each request to the most suitable underlying model, and is available for unlimited use to ChatLLM subscribers.

3. Ask a question that references SharePoint, for example "Search my SharePoint sites for the security policy". RouteLLM invokes the SharePoint tool, fetches the data under your identity, and responds in chat.

The first time you query a newly connected service in a chat, you may be prompted to authorize the connector. Complete the sign-in once and the request continues automatically; subsequent requests reuse the connection.

tip

You don't need to train a Custom Chatbot to use SharePoint with RouteLLM. Once the connector is configured in the User Connectors panel, it is immediately available across your workspace chats and to the Abacus AI Agent.

Optional: use SharePoint in a purpose-built Custom Chatbot

If you want a dedicated bot with its own instructions and a restricted set of tools, train a Custom Chatbot in the Developer Platform and, under Advanced Options → Tool Use, select Sharepoint_tool. Under **Config Connectors**, select the SharePoint config connector you created. You can add multiple SharePoint user connectors within the same model or across separate models. End users of that chatbot are prompted to sign in to SharePoint once, and the bot then acts under each user's own identity. See the Custom Chatbots guide for the full training and deployment walkthrough.

Important notes

• Sensitivity labels: the connector supports Microsoft Purview sensitivity labels. If configured, files matching specified sensitivity labels can be excluded during data ingestion. The SensitivityLabel.Read delegated permission must be granted.
• Organization-level SharePoint: to ingest a fixed set of SharePoint documents for training, use the SharePoint organization connector instead.

Troubleshooting

• "Need admin approval" when connecting: the tenant consent step has not been done yet. Ask a Microsoft Entra admin to follow Microsoft Entra Tenant Consent.
• Writes fail although the user can edit in SharePoint: the connector is still read-only. An administrator must switch the config connector to Write Access, and users must reconnect.
• Sites or files are missing: the connector only sees what your own account can open. Check sharing in SharePoint itself.