OneDrive / SharePoint

In flight

The OneDrive / SharePoint connector ships with the Conversational FP&A recipe build. This page is a stub of the planned spec — file an issue if you need it sooner.

Connect to OneDrive for Business or SharePoint to import Excel budget models, forecast files, and any manual financial inputs maintained outside the ERP. Read-only in v1; write-back is on the v2 roadmap.

Setup

1. In Azure AD, register a new application with the Files.Read.All and Sites.Read.All Microsoft Graph permissions.
2. Grant admin consent.
3. Note the tenant_id, client_id, client_secret.

Configuration

curl -X POST $API/api/v1/sources \
  -H "authorization: Bearer $TOKEN" -H 'content-type: application/json' \
  -d '{
    "name": "onedrive-fpa",
    "connector": "onedrive",
    "realm": "fin-master",
    "config": {
      "tenant_id": "…",
      "client_id": "…",
      "client_secret": "…",
      "scope": "drive",
      "drive_id": "b!…",
      "folder_path": "/Finance/FY26-Budget",
      "file_pattern": "*.xlsx",
      "sync_interval_minutes": 30
    }
  }'

Field	Type	Required	Description
tenant_id / client_id / client_secret	secret	Yes	Azure AD app credentials.
scope	enum	Yes	drive (OneDrive) or site (SharePoint).
drive_id	string	If drive	Specific drive to index.
site_id	string	If site	SharePoint site id.
folder_path	string	No	Restrict the index to a sub-tree.
file_pattern	glob	No	Default *.xlsx,*.xlsm,*.csv.
sync_interval_minutes	number	No	Default 60.

Tools (planned)

• onedrive.list_files(folder?, pattern?)
• onedrive.read_workbook(file_id)
• onedrive.read_range(file_id, sheet, range)

Excel-as-data

The recipe treats budget Excel files as a data source — Agentcy parses sheets into tabular data the agent can query like any other connector. Write-back to Excel is deferred to v2.

Used by

• Recipe: Conversational FP&A