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The SharePoint connector integrates Tess with Microsoft’s document management and intranet platform. Once connected, the AI can consult and work with your SharePoint content inside chats and agents, without switching tabs. SharePoint is part of the Tess Connectors ecosystem and uses OAuth 2.0 authentication.

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Prerequisites

  • The account used must be a SharePoint administrator — or have been granted permission by an administrator.
  • You must have a tenant configured in SharePoint.
  • You will need to provide the Tenant Name and, optionally, the SharePoint Subsite.

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How to connect

1

Open the connector and enter the credentials

In the Connectors panel, locate SharePoint and click to connect. The credentials form opens.
  • Keep the Authentication method as OAuth 2.0.
  • In Tenant Name, enter only the tenant name (for example, your-company for your-company.sharepoint.com). Do not paste the full URL.
  • In SharePoint Subsite (optional), enter the subsite name that appears in the URL after /sites/ (for example, https://tenant.sharepoint.com/sites/<subsite-name>). Leave it blank to use the root site.
Click Connect.
SharePoint connector credentials form
2

Grant the permissions (admin consent)

If the account is not an administrator, Microsoft displays an Admin approval required screen. In that case, sign in with an administrator account or ask an administrator to grant permission to the application.
Admin approval required screen
If the account is an administrator (or already has the permission), Microsoft shows the Permissions requested screen. Review the permissions and confirm to authorize access.
Microsoft permissions consent screen
3

Connection confirmation

After authorizing, the Tess callback window shows the Connected successfully! message and closes automatically after a few seconds.
Connector authorization success window
4

Confirm SharePoint is active

Back in the Connectors panel, SharePoint appears under the Connected section, with a green check mark indicating it is active and ready to use in chats and agents.
SharePoint active in the connectors list

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Troubleshooting

Check that Tenant Name was filled in with only the tenant name (for example, your-company) and not the full URL (your-company.sharepoint.com). An incorrect value can cause Microsoft to return an invalid resource error during OAuth.
The application needs permissions that only an administrator can grant. Ask the SharePoint administrator to sign in first through the connector and grant authorization; after that, other users can connect.
In organizations with an additional federated domain after SSO (with IP blocks or a client certificate requirement on the device), the connection may fail due to corporate environment restrictions. In these cases, a technical alignment with the infrastructure team is required to validate the IdP, federated domains, IP allowlist, and certificates.
Connectors involve access to external systems. Only connect accounts and apps that are appropriate to the usage context, and review permissions carefully.