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Microsoft 365 Apps Integration

Connect Chatty AI with Microsoft 365 services including Outlook, OneDrive, Teams, SharePoint, and more.

Overview​

Microsoft 365 integration allows Chatty AI to access and interact with your Microsoft 365 data and services.

Supported Services:

  • 📧 Outlook - Email management
  • 📁 OneDrive - File storage and sharing
  • 👥 Teams - Team collaboration
  • 📊 SharePoint - Document management
  • 📅 Calendar - Schedule management
  • ✅ To Do - Task management
  • 📋 Planner - Project planning
  • 📝 OneNote - Note taking
  • 📈 Excel - Spreadsheet access

Configuration​

For all deployments using Chatty AI MCP servers:

Chatty AI provides a pre-configured multitenant Azure App Registration:

  • ✅ No Azure setup required - Use Chatty AI's multitenant app
  • ✅ Pre-configured permissions - All MS365 services enabled
  • ✅ Vendor-managed - Credentials handled securely
  • ✅ Works with Chatty AI MCP servers - Seamless integration

Requirements:

  • Must use Chatty AI MCP servers for MS365 integration
  • MCP server URLs provided by vendor

MCP Server URLs:

# MS365 MCP Server (Chatty AI Hosted)
MS365_MCP_SERVER_URL=https://mcp-ms365.chattyai.io

# Or internal deployment
MS365_MCP_SERVER_URL=http://mcp-ms365:3100

Configuration:

# In .env file
CHATTY_APP_SHOW_APPS=true
CHATTY_APP_AUTO_CONNECT_ON_STARTUP=false

# MCP Server for MS365
MS365_MCP_SERVER_URL=https://mcp-ms365.chattyai.io

For Portainer Deployments:

  • Credentials are pre-configured by vendor
  • MCP server URL is pre-configured
  • No customer action required

For Docker Compose Deployments:

  • Contact vendor for MCP server URL
  • Add MCP server URL to .env
  • Restart services

Option 2: Custom Azure App Registration​

Only required if NOT using Chatty AI MCP servers:

If you want to use your own infrastructure without Chatty AI MCP servers, you must create your own Azure App Registration:

Step 1: Create Azure App Registration​

  1. Go to Azure Portal
  2. Navigate to Azure Active Directory → App registrations
  3. Click New registration
  4. Configure:
    • Name: Chatty AI MS365 Integration
    • Supported account types: Multitenant
    • Redirect URI: https://YOUR_CHATTYAI_DOMAIN/oauth/microsoft/callback
  5. Click Register

Step 2: Configure API Permissions​

  1. Go to API permissions
  2. Click Add a permission → Microsoft Graph
  3. Select Delegated permissions
  4. Add these required permissions:

User & Profile (Required):

  • User.Read - Read signed-in user's profile
  • User.ReadBasic.All - Read basic profiles of all users

Email (Outlook):

  • Mail.Read - Read user's email
  • Mail.ReadWrite - Read and write user's email
  • Mail.Send - Send email as user
  • MailboxSettings.Read - Read user's mailbox settings

Files (OneDrive):

  • Files.Read - Read user's files
  • Files.Read.All - Read all files user can access
  • Files.ReadWrite - Read and write user's files
  • Files.ReadWrite.All - Read and write all files user can access

Calendar:

  • Calendars.Read - Read user's calendars
  • Calendars.ReadWrite - Read and write user's calendars

Tasks (To Do):

  • Tasks.Read - Read user's tasks
  • Tasks.ReadWrite - Create, read, update and delete user's tasks

Notes (OneNote):

  • Notes.Read - Read user's notebooks
  • Notes.Read.All - Read all notebooks user can access
  • Notes.ReadWrite - Read and write user's notebooks

SharePoint & Teams:

  • Sites.Read.All - Read items in all site collections
  • Sites.ReadWrite.All - Read and write items in all site collections
  • Team.ReadBasic.All - Read names and descriptions of teams
  • Channel.ReadBasic.All - Read channel names and descriptions

Excel:

  • Files.Read - Read Excel files (covered above)
  • Files.ReadWrite - Read and write Excel files (covered above)

Planner:

  • Tasks.Read - Read user's planner tasks
  • Tasks.ReadWrite - Create, read, update and delete user's planner tasks
  • Group.Read.All - Read all groups (for planner)
  1. Click Grant admin consent for [Your Organization]
  2. Confirm admin consent

Permission Scope Summary​

ServiceMinimum PermissionsRecommended Permissions
OutlookMail.Read, Mail.SendMail.ReadWrite, MailboxSettings.Read
OneDriveFiles.ReadFiles.ReadWrite.All
CalendarCalendars.ReadCalendars.ReadWrite
To DoTasks.ReadTasks.ReadWrite
OneNoteNotes.ReadNotes.ReadWrite
SharePointSites.Read.AllSites.ReadWrite.All
TeamsTeam.ReadBasic.AllChannel.ReadBasic.All
PlannerTasks.Read, Group.Read.AllTasks.ReadWrite

Step 3: Create Client Secret​

  1. Go to Certificates & secrets
  2. Click New client secret
  3. Set expiration (24 months recommended)
  4. Click Add
  5. Copy the secret value immediately

Step 4: Configure Environment Variables​

Add to .env:

# Microsoft 365 OAuth Configuration
CHATTY_APP_MS365_OAUTH_CLIENT_ID=your-client-id-here
CHATTY_APP_MS365_OAUTH_CLIENT_SECRET=your-secret-here
CHATTY_APP_MS365_OAUTH_TENANT_ID=common

# Enable MS365 apps
CHATTY_APP_SHOW_APPS=true
CHATTY_APP_AUTO_CONNECT_ON_STARTUP=false

Step 5: Restart Services​

docker compose restart chattyai

Using MS365 Apps​

Connecting Your Account​

  1. Login to Chatty AI
  2. Go to Settings → Apps
  3. Find Microsoft 365 app
  4. Click "Connect"
  5. Authorize with your Microsoft account
  6. Grant permissions when prompted

Example Interactions​

Outlook​

User: Show me my unread emails from today

Chatty AI: [Accesses Outlook]
You have 5 unread emails:
1. Meeting reminder from John
2. Project update from Sarah
...
User: Send an email to john@company.com about the meeting

Chatty AI: [Composes and sends email via Outlook]
Email sent to john@company.com

OneDrive​

User: Find the Q4 report in my OneDrive

Chatty AI: [Searches OneDrive]
Found: Q4_Financial_Report.xlsx
Location: /Documents/Reports/
Modified: 2 days ago
User: Share the Q4 report with sarah@company.com

Chatty AI: [Shares file via OneDrive]
File shared with sarah@company.com

Calendar​

User: What meetings do I have tomorrow?

Chatty AI: [Checks Calendar]
Tomorrow's meetings:
- 9:00 AM: Team standup
- 2:00 PM: Client call
- 4:00 PM: Project review
User: Schedule a meeting with John for next Monday at 10 AM

Chatty AI: [Creates calendar event]
Meeting scheduled for Monday, April 15 at 10:00 AM

Security & Privacy​

Data Access​

  • User-specific: Each user authorizes their own account
  • Scoped permissions: Only requested permissions granted
  • Revocable: Users can revoke access anytime

Revoking Access​

In Chatty AI:

  1. Settings → Apps
  2. Find Microsoft 365
  3. Click "Disconnect"

In Microsoft Account:

  1. Go to Microsoft Account
  2. Security → App permissions
  3. Find "Chatty AI"
  4. Click "Remove"

Token Storage​

  • OAuth tokens stored encrypted
  • Tokens refreshed automatically
  • Tokens expire after inactivity

Troubleshooting​

Cannot Connect MS365 Account​

# Check environment variables
docker compose exec chattyai env | grep CHATTY_APP_MS365

# Verify redirect URI matches Azure
grep CHATTYAI_URL .env

# Check logs
docker compose logs chattyai | grep -i oauth

Permission Denied Errors​

# Verify permissions granted in Azure
# Azure Portal → App Registration → API permissions

# Check admin consent granted
# May require tenant admin approval

# Reconnect account
# Settings → Apps → Disconnect → Connect again

Token Expired​

# Tokens refresh automatically
# If issues persist, reconnect account

# Settings → Apps → Microsoft 365 → Disconnect → Connect

Environment Variables Reference​

See Core Application Variables for complete details:

  • CHATTY_APP_SHOW_APPS - Show/hide MS365 apps
  • CHATTY_APP_AUTO_CONNECT_ON_STARTUP - Auto-connect on startup
  • CHATTY_APP_MS365_OAUTH_CLIENT_ID - Azure client ID
  • CHATTY_APP_MS365_OAUTH_CLIENT_SECRET - Azure client secret
  • CHATTY_APP_MS365_OAUTH_TENANT_ID - Azure tenant ID