You need an active SharePoint 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 in an organization that has SharePoint and
OneDrive in Microsoft 365. Your AI (Claude or
ChatGPT) can be added before or after.
The connection applies to your whole Consile account. All users with access to
SharePoint in Consile read through the Microsoft user that is connected, and so see
the same sites and files, 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 sites, libraries, files and lists that user has access to. The user’s own OneDrive is included. When a colleague asks their AI for “my OneDrive” or “my recent files”, it is the connected user’s files that are shown. So connect with a user whose access fits what everyone with SharePoint in Consile may see. If you connect with your own account, colleagues with access can read your OneDrive through their AI.How to connect
1
Open the connector in the portal
Go to SharePoint 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 SharePoint 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 three permissions Consile
asks Microsoft for:
Sites.Read.All, Files.Read.All 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 should be connected.
Microsoft refuses a login with a personal Microsoft account.
4
Confirm with Microsoft
Microsoft shows what Consile is asking to access on your behalf: reading
SharePoint sites and files, and keeping that access. Confirm to continue. You are
then sent back to the portal.
The portal shows SharePoint is connected, and the agreement shows as
Connected. On the connector’s page, the agreement is named after your root
site and your SharePoint address, for example
<site name> (<company>.sharepoint.com). Your AI can now read your SharePoint
and OneDrive. If you have not already added the address
https://mcp.consile.ai/sharepoint/mcp in your AI, do it now.If Microsoft asks for administrator approval
Sites.Read.All and Files.Read.All give access to all the sites and files the
user can see. That is why many organizations do not let ordinary users approve them
themselves. Microsoft then shows a message that an administrator must approve the
app, and the connection cannot be completed yet. There are two ways forward:
- A Microsoft administrator approves for the whole organization. The administrator (for example a Global Administrator) clicks Connect in the Consile portal and logs in. On Microsoft’s consent screen, the administrator ticks Consent on behalf of your organization and approves. Afterwards, other users in the organization can approve Consile without an administrator. Remember that the connected user decides what your AI sees. If the connection should belong to another user, a Consile administrator reconnects afterwards with the right account.
- The user asks for approval. If your organization has turned on Microsoft’s admin consent workflow, the user can send a request from Microsoft’s message. Once an administrator has approved it in the Microsoft Entra admin center, the user starts the connection over in the portal.
What exactly am I approving?
Read-only
Sites.Read.All and Files.Read.All are Microsoft’s pure read permissions. The
access cannot create, change or delete anything. Consile has no write tools and
only sends read requests. offline_access gives the renewable access that keeps
the connection alive.SharePoint and OneDrive only
The approval does not give access to Outlook, Teams or other Microsoft services.
If Microsoft’s approval contains access to services other than Microsoft Graph,
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. Your files are
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
sharepoint-2), so the link connects exactly that agreement.
If your AI is instead told that SharePoint answered 403, the connected user lacks
access to the site or file, or your Microsoft administrator has not approved the
permission. Reconnecting does not help. Ask a Microsoft 365 administrator to give
the user access.
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, or because an administrator must approve the app first. Try again, and approve the access. See If Microsoft asks for administrator approval.unexpected_scope: the approval contained access to something other than Microsoft Graph. Try again.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 365 organizations
One agreement covers everything in your Microsoft 365 organization (your tenant at Microsoft) that the connected user has access to. If you have several organizations at Microsoft, you add one agreement per organization.1
Add an agreement
Open SharePoint in the portal. On the Connections card, an administrator
clicks Add agreement (149.50 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 log in with a work account in the other organization.
3
Add the address in your AI
Each agreement has its own address, for example
https://mcp.consile.ai/sharepoint-2/mcp. Copy it from the card, and add it as
an extra connector in your AI.https://mcp.consile.ai/sharepoint-2/mcp instead of
https://mcp.consile.ai/sharepoint-3/mcp). You must update the address in your AI.
You remove the last agreement by cancelling the subscription under
Subscription. Under the membership, no agreement moves up: the other agreements
keep their number and address.
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 SharePoint 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.