Tool Integration Setup Guide for MS Outlook, Sharepoint & Teams
The Microsoft Outlook connector enables Axoma to securely access emails, calendars, and mailbox data using OAuth 2.0 through Microsoft Entra. Users must create and configure an app in the Entra portal to generate OAuth credentials and assign the necessary Microsoft Graph permissions. Once authenticated, Axoma can read and process emails, manage calendar events, and automate communication workflows, ensuring secure, consent-based access to Outlook data. To enable MS Teams functionality inside AXOMA, users must first register an application in Microsoft Entra Admin Centre and configure permissions.🔹 Step 1 : Create/Register an App in Microsoft Entra
In this step, you register a new application in the Microsoft Entra portal to generate essential OAuth credentials such as the Client ID, Tenant ID, and Client Secret. This app acts as a secure identity for Axoma to request authorized access to Microsoft services like Teams, Outlook, or OneDrive.
- Go to: https://entra.microsoft.com
- From the left panel, navigate to App registrations
- Click on New registration
- Enter the Application Name (example: Axoma Teams Integration)
- Under Supported account types, select: Public client native (mobile & Desktop)
- In the Redirect URI (optional) section: Place the callback URL available in AXOMA > agent studio > agent creation STEP 2
- Paste Axoma’s Callback URL (https://platform.axoma.ai/callback) (Found in Axoma ➜ Agent Studio ➜ Step 2 Tool Configuration popup)
- Click Register
🔹Step 2: Collect Required Credentials
After successful registration, go to the API permissions tab.
These two IDs must be entered later in Axoma ➜ Agent Studio ➜ Step 2 Tool Configuration.
🔹Step 3: Add Microsoft Graph Permissions
- Go to API Permissions
- Click + Add a permission
- Select Microsoft Graph
- Choose Delegated permissions
- Add the required deligated permissions from below:
Permissions for Outlook
Permissions for Outlook
- “Mail.Read”
- “Mail.Read.Shared”
- “Mail.ReadBasic”
- “Mail.ReadBasic.Shared”
- “Mail.ReadWrite”
- “Mail.ReadWrite.Shared”
- “Mail.Send”
- “openid”
- “profile”
- “User.Read”
- “offline_access”
Permissions for Sharepoint
Permissions for Sharepoint
Permissions for Teams
Permissions for Teams
- “Team.ReadBasic.All”,
- “Channel.ReadBasic.All”,
- “ChannelMessage.Send”,
- “Chat.Read”,
- “Chat.ReadWrite”,
- “openid”,
- “profile”,
- “User.Read”,
- “offline_access”
⚠ Important: Some Graph permissions require Admin Consent.
If you do not have permission to grant them, contact the IT/Cloud Admin / Azure Admin team to approve the permissions.
🔹Step 4 Configure in Axoma Agent Studio
- Navigate to Step 2 ➜ Tool Configuration
- Select MS Teams/Outlook/Sharepoint (according to usecase)
- Enter: • Application (Client) ID • Tenant ID
- Proceed to Step 3 and enable the required toggles/features
- Go to Step 4 ➜ Try & Publish
- Provide a valid Functional API Key (optional)
- Test with example prompts
| Use Case | Example Prompt |
|---|---|
| Fetch last messages | Fetch the last 5 messages from Michael |
| Notify a group | Send a message to the group UI Team informing that I will be on leave tomorrow. |
| Group summary | Analyze the last 10 messages on the group UI Team and give me a summary. |
| Check mention | Analyze the last 10 messages on UI Team and tell me whether anyone has mentioned Michael |
| Extract action items | Analyze the last 10 messages on UI Team and list pending tasks/action items for each team member |
- Users can send & receive Teams messages directly from Axoma
- No need to open Microsoft Teams separately
- Enables seamless collaboration inside the Axoma platform
Note: Example prompts may vary depending on the use case and can be tested in the Agent Studio Playground, as well as in the Workflow and Personal Assistant chat screens, with the appropriate configurations enabled.