You need an active OneNote subscription in the portal,
or the system must be included in your plan
(the free edition or
the Consile Studio membership). You must log in with a
Microsoft work or school account that can open the notebooks your AI should be
able to read. Your AI (Claude or
ChatGPT) can be added before or after.
The connection applies to your whole Consile account. All users with access to
OneNote in Consile read through the Microsoft user that is connected, and so see
the same notebooks, including that user’s own, even if a colleague connected it.
Anyone on the team can connect an agreement that is not connected yet. Only an
administrator can reconnect it or disconnect it, because that changes the
connection for everyone. If an administrator reconnects with a different
Microsoft account, it replaces the existing connection.
Choose the right Microsoft user
The Microsoft user you log in with decides what your AI can see: the user’s own notebooks and the team notebooks on sites and in groups that the user has access to. Search and the list of recently changed pages only cover the user’s own notebooks. So choose a user whose notes everyone with access to OneNote in Consile may see.How to connect
1
Open the connector in the portal
Go to OneNote in the portal. Click Connect now at
the top of the page, or Connect next to the agreement on the
Connections card. The portal calls each connection to the system an
agreement. Right after the purchase, the Connect OneNote button on the
Subscription activated page takes you to that page. If you have not
accepted Consile’s terms yet, you are asked to do so first.
2
Authorise access
In the Connect Microsoft step, the portal shows the permissions Consile
asks Microsoft for:
Notes.Read.All, User.Read and offline_access. Click
Authorise access. You are sent to Microsoft’s login.3
Log in with your work account
Log in with the Microsoft work or school account that has access to your
notebooks. Microsoft refuses a login with a personal Microsoft account.
4
Confirm with Microsoft
Microsoft shows what Consile is asking for access to on your behalf. Confirm
to continue. You are then sent back to the portal.
The portal shows OneNote is connected, and the agreement shows as
Connected. On the connector’s page, the agreement is named after the
connected Microsoft user, for example
<name> (name@example.com). Click
Go to connector. Your AI can now read your notebooks. If you have not
already added the address https://mcp.consile.ai/onenote/mcp in your AI,
do it now.If Microsoft asks for administrator approval
Many organizations do not let a regular user approve an app that reads the organization’s data on their own. Microsoft then shows a message that an administrator must approve the app, and you cannot continue. There are two ways forward:- A Microsoft administrator connects first. An administrator in your Microsoft organization clicks Connect in the Consile portal and logs in. On Microsoft’s page, the administrator ticks Consent on behalf of your organization and approves. After that, your users can connect without being stopped. You still decide under Team who in Consile may use OneNote.
- Approval through a request. If your organization has turned on Microsoft’s admin consent workflow, you can send a request from Microsoft’s page. Once an administrator has approved it in the Microsoft Entra admin center, you connect again from the portal.
What exactly am I approving?
Read-only
Notes.Read.All gives read access to the OneNote notebooks the user can open:
their own and those on sites and in groups. User.Read reads the user’s name
and email, which the portal uses to name the agreement. Consile has no write
tools for OneNote and only sends read requests. offline_access gives the
renewable access that keeps the connection alive.OneNote only
The approval applies to OneNote and the user’s own profile, not to Outlook,
Teams or your other files. If Microsoft’s approval lacks one of the permissions
Consile asks for, the connection is refused.
Encrypted per customer
Consile stores the access encrypted with a key that applies only to your
account, and never logs it. It is renewed automatically in the background. The
content of your notes is not stored at Consile.
Your AI never sees it
Your AI is never given the access itself, only answers to your questions.
The access is renewed, but the connection can stop
Consile renews the access automatically, so you do not have to reconnect during normal use. How an administrator reconnects:- If the agreement says Access revoked, click Reconnect, and follow the steps above.
- Otherwise: click the menu (the three dots) next to the agreement on the Connections card, choose Disconnect, and confirm with Disconnect. Then click Connect, and follow the steps above.
- You can also ask your AI for a new connection link. Ask in the connector that
belongs to the agreement (for example
onenote-2), so the link connects exactly that agreement.
If your AI is instead told that OneNote answered 403, the connected user lacks
access to the notebook, or your Microsoft administrator has not approved the
permission the tool needs. Reconnecting does not help. Ask a Microsoft 365
administrator for help.
If the connection fails
If the approval does not succeed, the portal shows Connection was not completed and a technical reason. The most common ones:token_exchange_failed: Microsoft did not send back a valid approval, typically because you cancelled at Microsoft. Try again, and approve the access.unexpected_scope: Microsoft did not grant all the permissions Consile asks for. Try again. If you are stopped at Microsoft, see If Microsoft asks for administrator approval.no_refresh_token: Microsoft did not return renewable access. Try again.state_expired,invalid_stateorstate_unknown_or_consumed: more than 10 minutes passed, or the same approval was used twice (for example with the browser’s back button). Start over in the portal.
Multiple Microsoft users
One agreement is one connected Microsoft user. There are two reasons to add another agreement:- Another user’s own notebooks. Connect the new agreement with that user.
- Another Microsoft tenant. Connect the new agreement with a work account in the other tenant.
1
Add an agreement
Open OneNote in the portal. On the Connections card, an administrator
clicks Add agreement (74.50 kr/mo.). The agreement is added to the
existing subscription and charged pro rata for the rest of the period.
2
Connect the agreement
When the new agreement is ready (typically after a few seconds), click
Connect next to it and complete the steps above with another Microsoft
user.
3
Add the address in your AI
Each agreement has its own address, for example
https://mcp.consile.ai/onenote-2/mcp. Copy it from the card, and add it as an
extra connector in your AI.https://mcp.consile.ai/onenote-2/mcp instead of
https://mcp.consile.ai/onenote-3/mcp). You must update the address in your AI.
You remove the last agreement by cancelling the subscription under
Subscription.
Revoke access
You can remove the access again at any time:- In the portal: an administrator clicks the menu (the three dots) next to the agreement on the Connections card, chooses Disconnect and confirms with Disconnect. The stored access is deleted at Consile right away. The subscription continues until an administrator cancels it under Subscription. If you have several agreements, an administrator can also remove an agreement entirely with Remove the agreement. Its access is then deleted too.
- At Microsoft: the approval stays in your Microsoft organization until you remove it yourselves. If you also want to remove it, an administrator does so under Enterprise apps in the Microsoft Entra admin center. Shortly after, the connector stops working, but the portal can still show it as Connected until you disconnect it in the portal.
- When the subscription ends: if you cancel OneNote under Subscription, Consile automatically deletes the stored access when the subscription ends. If a payment is only late, the tools do not work in the meantime, but the stored access is kept, so the connection works again without a new approval once the payment is in place.