Connect Microsoft 365 apps like Outlook and Teams

Use Microsoft 365 connectors to let your assistant work with the Microsoft tools you already use, such as Outlook, Teams, Calendar, OneDrive and SharePoint.

This guide helps you work out what to do first, depending on whether you are an end user, an assistant author, or an admin.

What this lets you do

Once Microsoft 365 access is enabled and authenticated, your assistant may be able to:

• read Outlook email metadata and messages
• draft new emails and replies
• read calendar events
• read Teams and chat content
• search OneDrive and SharePoint files
• help you find documents, meeting context, and recent information

The exact Microsoft options available depend on:

• what your organisation has enabled
• which assistant you are using
• whether you have authenticated your Microsoft account
• whether your admin has set up standard Microsoft 365 connectors or the broader M365 Tools MCP server

Quick guide: connect your Microsoft account

Use these steps if Microsoft options have already been enabled for the assistant and you just need to connect your own account.

Before you start, make sure

• you are using an assistant with connectors enabled (you can see the wrench icon)
• you have access to the Microsoft 365 account you want to use
• your browser allows pop-ups

Connect your account

1. Open the assistant you want to use.
2. Look for the wrench icon in the message box.
3. Is there a red dot? A red dot means one or more connectors still need authentication.
   1. In the connector list, find the Microsoft option you want to use.
   2. Click Authenticate.
   3. Sign in with your Microsoft account in the pop-up window.
   4. Review the permissions and approve them if prompted.
   5. Return to Theta Assist and confirm the red dot has disappeared.

Once connected...

Once connected, you can start asking for help with the Microsoft data you already have access to.

For example, you might ask the assistant to:

• summarise recent emails about a project
• find a file across Teams, OneDrive, or SharePoint
• show what your next week looks like
• pull together context for an upcoming meeting

If you do not see the wrench icon, or do not see Microsoft as an option

If you don't see the wrench icon, it means that assistant does not have any tools connected that require authentication.

If Microsoft is not listed when you open the wrench menu, it usually means the assistant or organisation has not enabled it yet.

In either case you can:

• ask the assistant author to enable Microsoft 365 connectors for that assistant; or
• ask your admin to configure Microsoft connectors access for your organisation

A simple message you can send is:

I want to use Outlook and Teams with this assistant. Can you enable Microsoft connectors or M365 Tools for me?

For assistant authors

Use these steps if Microsoft access has already been configured by your organisation and you want to make it available in your assistant.

1. Open your assistant.
2. Go to the Tools tab.
3. Make sure advanced options are visible if needed.
4. Review the list of available connectors and MCP servers.
5. Enable the Microsoft option/s you want to use by ticking the relevant checkboxes.
6. Save your changes.

Once enabled, users of that assistant should see the wrench icon in the message box and be able to authenticate their own Microsoft account.

OpenAI Connectors

Standard pre-configured connectors - 

M365 Tools

Listed under MCP servers. Deeper integration for a wider set of actions. Learn more.

For admins

Use these steps if Microsoft options are not yet available in your organisation.

Standard Microsoft connectors

Admins can configure built-in Microsoft connectors for services such as:

• Microsoft Teams
• Outlook Calendar
• Outlook Email
• SharePoint

High-level set-up steps:

1. Go to Admin > Tools > Auth Configurations.
2. Add a Microsoft authentication configuration.
3. Go to Admin > Tools > Connectors.
4. Select the Microsoft auth configuration for each Microsoft connector you want to enable.
5. Set the approval policy.
6. Save your changes.

Detailed guide

M365 Tools MCP server

If you need broader Microsoft 365 capability, use the M365 Tools MCP server.

This supports a wider set of actions, including:

• email and attachments
• calendar access
• Teams chats and channel messages
• SharePoint and OneDrive search
• people lookup
• recent files
• Excel workbook reading
• draft email creation

High-level set-up steps:

1. Go to Admin > Tools > MCP Servers.
2. Click + Theta Assist MCP Server.
3. Select M365 Tools.
4. Attach the appropriate Microsoft auth configuration.
5. Set the approval policy.
6. Save your changes.

Detailed guide

Troubleshooting

I can see the wrench icon, but Microsoft is not there

This usually means Microsoft connectors have not been enabled for that assistant.

Ask your assistant author or admin to enable them.

I clicked Authenticate but nothing happened

Check that your browser allows pop-ups, then try again.

Authentication failed

Check that:

• you are signing in with the correct Microsoft account
• you already have access to the Microsoft 365 services involved
• your organisation allows that connector
• you approved the requested permissions

If needed, contact your admin.

The red dot is still showing

1. Refresh the page.
2. Open the wrench icon again.
3. Check the authentication status.
4. Re-authenticate if needed.

It worked before, but now it is asking again

Authentication tokens can expire. If that happens, the red dot may reappear and you will need to authenticate again.

Related guides

• Connectors & MCP | End user guide
• Adding connectors to your assistant
• Connectors and MCP | Admin guide
• M365 Tool MCP server | Admin guide