Sharepoint

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Workflow

1. Read the relevant site, page, file, or library before proposing changes. Capture the current title, location, owners, linked documents, and the content that matters.
2. When the user is exploring, summarize the current information architecture or document state before suggesting edits.
3. Ground every recommendation in the exact SharePoint destination, such as the site name, page name, library, or file path.
4. When the exact site, drive, or folder is not already known, use the truthful discovery path:
   • get_site(...) to validate the site
   • list_site_drives(...) to discover libraries on that site
   • search(query=None, hostname=..., site_path=..., folder_path=...) to browse a known site or folder
   • search(query="...") only when the user actually wants keyword search
5. If the user asks what they recently worked on or wants a recency-based shortlist rather than site discovery, use list_recent_documents instead of treating recency as browse context.
6. If the request is about who can access a file, how it is shared, or how to share it, use:
   • list_item_permissions to inspect current access
   • create_sharing_link for link-based sharing when the user wants a link
   • invite_item_recipients when the user wants to share with specific people
7. If the request is about file recovery or controlled reorganization, use:
   • list_item_versions before restore or rollback
   • restore_item_version only when the user clearly wants an older version restored
   • copy_item, move_or_rename_item, or move_items_bulk for explicit copy/move/reorg work
   • create_folder or create_folders_bulk when the user is creating destination structure
8. If the request is primarily about locating the right site, library, or folder before file work, route to ../sharepoint-site-discovery/SKILL.md.
9. If the request targets an Office document, determine whether the task is content analysis only or an actual file edit before choosing the workflow.
10. Route specialized Office workflows to the appropriate SharePoint skill:

• .docx edits -> ../sharepoint-word-docs/SKILL.md
• .xlsx edits -> ../sharepoint-spreadsheets/SKILL.md
• formula-heavy .xlsx work -> ../sharepoint-spreadsheet-formula-builder/SKILL.md
• style-sensitive .pptx edits -> ../sharepoint-powerpoint/SKILL.md
• maintained strategy, roadmap, planning, or status docs -> ../sharepoint-shared-doc-maintenance/SKILL.md

11. When using SharePoint file-update tools, prefer the drive-root-relative file path from the item's metadata rather than guessing a library-prefixed path. A file may appear under Shared Documents/... in the web URL while the writable API path is just the filename or another root-relative path.
12. After any write, re-fetch the file from SharePoint and verify the specific intended change in the returned content or metadata rather than assuming the upload succeeded.
13. Treat verification as two separate checks whenever fidelity matters:

• Content verification: the intended sections, text, cells, or slides are present.
• Fidelity verification: headings, spacing, theme, layout, formatting, and template conventions still match the source file's visual language.

14. If connector limitations prevent fidelity verification or safe style-preserving upload, say so explicitly before calling the edit complete.
15. If the request is write-oriented, present the intended content change or structure change before applying broad edits.
16. Call out content dependencies such as linked files, navigation references, approvals, owners, or downstream sharing expectations when they affect the update.
17. Only change content, structure, metadata, sharing state, or version state when the user has clearly asked for that action.

Write Safety

• In Codex, treat the Microsoft SharePoint app tools as the primary surface. Do not rely on generic MCP resource listing for SharePoint discovery; the backend wrapper routes through direct connector tools instead.
• Prefer the exact SharePoint result url from keyword search or browse results when handing a file into fetch; the implementation supports browser or sharing URLs too, but those are fallback inputs rather than the primary discovery path.
• Do not treat user-recency as site discovery. For site browsing, use get_site(...), list_site_drives(...), and explicit browse mode on search(query=None, ...).
• Preserve page titles, document names, file locations, ownership details, and linked references unless the user requests a change.
• Treat page overwrites, navigation changes, library reorganizations, and sharing or permission changes as high-impact actions that require extra clarity.
• Before changing sharing state, inspect the current permissions or link posture when that context affects whether the requested change is safe.
• Before restoring an older version, make clear that this changes the current file state for downstream readers; use copy_item instead when the safer outcome is to preserve both versions.
• If multiple similarly named sites, pages, or files exist, identify the intended destination before drafting or editing.
• When a requested change could affect linked content or downstream readers, call that out before proposing the update.
• For document edits, preserve the file format and existing structure. Do not replace a .docx or other Office file with plain text output when the user expects the original document to remain editable.
• Treat SharePoint update_file as a whole-file overwrite, not an in-place Office patch. For rich Office edits, make the change locally to the real package, then replace the file deliberately.
• If one failed binary overwrite strongly suggests inline base64 transport fragility, do not keep retrying richer Office packages blindly. Reassess the connector path, reduce scope, or stop and explain the limitation.

Output Conventions

• Always reference the exact site, page, library, or file when describing findings or planned edits.
• Summaries should lead with the current purpose or status, then list owners, important content, gaps, and next steps.
• Edit plans should state the target, current state, intended change, and reason.
• When the user asks for structure help, present the proposed navigation or information architecture in a short, scannable outline.
• Distinguish clearly between content analysis and a write-ready update.
• For completed file edits, report both the file that was changed and how you verified the updated result.

Operational Recovery Notes

• Avoid unsupported wrapper patterns for SharePoint fetch or update calls. If a parallelized or delegated form of the same operation is not supported, retry with the direct connector call rather than spending turns debugging the wrapper.
• On SharePoint 429 throttling, wait the stated retry interval and retry once cleanly.
• If a binary overwrite fails with invalid base64 after a rich Office edit, treat that as likely transport fragility rather than proof that the Office file itself is corrupt.
• When a request has both content and fidelity requirements, do not report overall success after content verification alone. Make the fidelity status explicit.

Example Requests

• "Summarize this SharePoint site and tell me who owns each major section."
• "Review the project page and draft the content changes needed to reflect the new timeline."
• "Tell me what this document library contains and which files look outdated."
• "Show me the SharePoint documents I touched recently and which ones probably need follow-up."
• "Who currently has access to this file, and create the right internal sharing link."
• "Restore the version from before yesterday's change, or tell me whether copying the file is safer."
• "Plan the information-architecture changes needed for the operations site before we edit it."
• "Update the team roadmap based on any milestone changes in the project docs."
• "Maintain the shared planning document so it reflects the latest source-of-truth timelines."

Light Fallback

If SharePoint data is missing or incomplete, say that Microsoft SharePoint access may be unavailable or pointed at the wrong site or file, then ask the user to reconnect or clarify the intended destination.