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aadamgoughAdam GoughAdam Goughwaleedlatif1
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feat(microsoft-tools): added planner, onedrive, and sharepoint (#840)
* first push * feat: finished onedrive tool * added refresh * added sharepoint with create page * finished sharepoint and onedrive * planner working * fixed create task tool * made read task better * cleaned up read task * bun run lint * cleaned up #840 * greptile changes and clean up * bun run lint * fix #840 * added docs #840 * bun run lint #840 * removed unnecessary logic #840 * removed page token #840 * fixed docs and descriptions, added advanced mode #840 * remove unused types, cleaned up a lot, fixed docs * readded file upload and changed docs * bun run lint * added folder name --------- Co-authored-by: Adam Gough <[email protected]> Co-authored-by: Adam Gough <[email protected]> Co-authored-by: waleedlatif1 <[email protected]>
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‎apps/docs/content/docs/tools/meta.json‎

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"mem0",
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"memory",
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"microsoft_excel",
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"microsoft_planner",
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"microsoft_teams",
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"mistral_parse",
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"notion",
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"onedrive",
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"openai",
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"outlook",
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"perplexity",
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"s3",
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"schedule",
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"serper",
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"sharepoint",
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"slack",
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"stagehand",
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"stagehand_agent",

‎apps/docs/content/docs/tools/microsoft_planner.mdx‎

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---
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title: Microsoft Planner
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description: Read and create tasks in Microsoft Planner
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---
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import { BlockInfoCard } from "@/components/ui/block-info-card"
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<BlockInfoCard
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type="microsoft_planner"
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color="#E0E0E0"
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icon={true}
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iconSvg={`<svg className="block-icon" fill='currentColor' viewBox='-1 -1 27 27' xmlns='http://www.w3.org/2000/svg'>
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<defs>
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id='paint0_linear_3984_11038'
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gradientUnits='userSpaceOnUse'
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>
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gradientUnits='userSpaceOnUse'
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>
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gradientUnits='userSpaceOnUse'
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gradientUnits='userSpaceOnUse'
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>
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fill='url(#paint5_linear_3984_11038)'
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/>
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</svg>`}
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/>
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{/* MANUAL-CONTENT-START:intro */}
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[Microsoft Planner](https://www.microsoft.com/en-us/microsoft-365/planner) is a task management tool that helps teams organize work visually using boards, tasks, and buckets. Integrated with Microsoft 365, it offers a simple, intuitive way to manage team projects, assign responsibilities, and track progress.
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With Microsoft Planner, you can:
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- **Create and manage tasks**: Add new tasks with due dates, priorities, and assigned users
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- **Organize with buckets**: Group tasks by phase, status, or category to reflect your team’s workflow
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- **Visualize project status**: Use boards, charts, and filters to monitor workload and track progress
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- **Stay integrated with Microsoft 365**: Seamlessly connect tasks with Teams, Outlook, and other Microsoft tools
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In Sim, the Microsoft Planner integration allows your agents to programmatically create, read, and manage tasks as part of their workflows. Agents can generate new tasks based on incoming requests, retrieve task details to drive decisions, and track status across projects — all without human intervention. Whether you're building workflows for client onboarding, internal project tracking, or follow-up task generation, integrating Microsoft Planner with Sim gives your agents a structured way to coordinate work, automate task creation, and keep teams aligned.
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{/* MANUAL-CONTENT-END */}
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## Usage Instructions
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Integrate Microsoft Planner functionality to manage tasks. Read all user tasks, tasks from specific plans, individual tasks, or create new tasks with various properties like title, description, due date, and assignees using OAuth authentication.
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## Tools
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### `microsoft_planner_read_task`
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Read tasks from Microsoft Planner - get all user tasks or all tasks from a specific plan
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#### Input
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| Parameter | Type | Required | Description |
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| --------- | ---- | -------- | ----------- |
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| `accessToken` | string | Yes | The access token for the Microsoft Planner API |
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| `planId` | string | No | The ID of the plan to get tasks from \(if not provided, gets all user tasks\) |
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| `taskId` | string | No | The ID of the task to get |
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#### Output
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| Parameter | Type | Description |
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| --------- | ---- | ----------- |
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| `task` | json | The Microsoft Planner task object, including details such as id, title, description, status, due date, and assignees. |
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| `metadata` | json | Additional metadata about the operation, such as timestamps, request status, or other relevant information. |
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### `microsoft_planner_create_task`
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Create a new task in Microsoft Planner
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#### Input
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| Parameter | Type | Required | Description |
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| --------- | ---- | -------- | ----------- |
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| `accessToken` | string | Yes | The access token for the Microsoft Planner API |
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| `planId` | string | Yes | The ID of the plan where the task will be created |
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| `title` | string | Yes | The title of the task |
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| `description` | string | No | The description of the task |
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| `dueDateTime` | string | No | The due date and time for the task \(ISO 8601 format\) |
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| `assigneeUserId` | string | No | The user ID to assign the task to |
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| `bucketId` | string | No | The bucket ID to place the task in |
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#### Output
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| Parameter | Type | Description |
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| --------- | ---- | ----------- |
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| `task` | json | The Microsoft Planner task object, including details such as id, title, description, status, due date, and assignees. |
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| `metadata` | json | Additional metadata about the operation, such as timestamps, request status, or other relevant information. |
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## Notes
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- Category: `tools`
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- Type: `microsoft_planner`

‎apps/docs/content/docs/tools/onedrive.mdx‎

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---
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title: OneDrive
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description: Create, upload, and list files
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---
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import { BlockInfoCard } from "@/components/ui/block-info-card"
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<BlockInfoCard
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type="onedrive"
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color="#E0E0E0"
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icon={true}
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iconSvg={`<svg className="block-icon" fill='currentColor' viewBox='0 0 32 32' xmlns='http://www.w3.org/2000/svg'>
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<g>
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<path
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d='M12.20245,11.19292l.00031-.0011,6.71765,4.02379,4.00293-1.68451.00018.00068A6.4768,6.4768,0,0,1,25.5,13c.14764,0,.29358.0067.43878.01639a10.00075,10.00075,0,0,0-18.041-3.01381C7.932,10.00215,7.9657,10,8,10A7.96073,7.96073,0,0,1,12.20245,11.19292Z'
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fill='#0364b8'
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/>
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fill='#0078d4'
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/>
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fill='#1490df'
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/>
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fill='#28a8ea'
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/>
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</g>
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</svg>`}
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/>
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{/* MANUAL-CONTENT-START:intro */}
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[OneDrive](https://onedrive.live.com) is Microsoft’s cloud storage and file synchronization service that allows users to securely store, access, and share files across devices. Integrated deeply into the Microsoft 365 ecosystem, OneDrive supports seamless collaboration, version control, and real-time access to content across teams and organizations.
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Learn how to integrate the OneDrive tool in Sim to automatically pull, manage, and organize your cloud files within your workflows. This tutorial walks you through connecting OneDrive, setting up file access, and using stored content to power automation. Ideal for syncing essential documents and media with your agents in real time.
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With OneDrive, you can:
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- **Store files securely in the cloud**: Upload and access documents, images, and other files from any device
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- **Organize your content**: Create structured folders and manage file versions with ease
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- **Collaborate in real time**: Share files, edit them simultaneously with others, and track changes
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- **Access across devices**: Use OneDrive from desktop, mobile, and web platforms
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- **Integrate with Microsoft 365**: Work seamlessly with Word, Excel, PowerPoint, and Teams
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- **Control permissions**: Share files and folders with custom access settings and expiration controls
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In Sim, the OneDrive integration enables your agents to directly interact with your cloud storage. Agents can upload new files to specific folders, retrieve and read existing files, and list folder contents to dynamically organize and access information. This integration allows your agents to incorporate file operations into intelligent workflows — automating document intake, content analysis, and structured storage management. By connecting Sim with OneDrive, you empower your agents to manage and use cloud documents programmatically, eliminating manual steps and enhancing automation with secure, real-time file access.
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{/* MANUAL-CONTENT-END */}
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## Usage Instructions
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Integrate OneDrive functionality to manage files and folders. Upload new files, create new folders, and list contents of folders using OAuth authentication. Supports file operations with custom MIME types and folder organization.
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## Tools
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### `onedrive_upload`
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Upload a file to OneDrive
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#### Input
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| Parameter | Type | Required | Description |
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| --------- | ---- | -------- | ----------- |
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| `accessToken` | string | Yes | The access token for the OneDrive API |
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| `fileName` | string | Yes | The name of the file to upload |
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| `content` | string | Yes | The content of the file to upload |
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| `folderSelector` | string | No | Select the folder to upload the file to |
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| `folderId` | string | No | The ID of the folder to upload the file to \(internal use\) |
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#### Output
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| Parameter | Type | Description |
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| --------- | ---- | ----------- |
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| `file` | json | The OneDrive file object, including details such as id, name, size, and more. |
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| `files` | json | An array of OneDrive file objects, each containing details such as id, name, size, and more. |
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### `onedrive_create_folder`
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Create a new folder in OneDrive
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#### Input
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| Parameter | Type | Required | Description |
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| --------- | ---- | -------- | ----------- |
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| `accessToken` | string | Yes | The access token for the OneDrive API |
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| `folderName` | string | Yes | Name of the folder to create |
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| `folderSelector` | string | No | Select the parent folder to create the folder in |
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| `folderId` | string | No | ID of the parent folder \(internal use\) |
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#### Output
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| Parameter | Type | Description |
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| --------- | ---- | ----------- |
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| `file` | json | The OneDrive file object, including details such as id, name, size, and more. |
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| `files` | json | An array of OneDrive file objects, each containing details such as id, name, size, and more. |
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### `onedrive_list`
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List files and folders in OneDrive
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#### Input
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| Parameter | Type | Required | Description |
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| --------- | ---- | -------- | ----------- |
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| `accessToken` | string | Yes | The access token for the OneDrive API |
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| `folderSelector` | string | No | Select the folder to list files from |
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| `folderId` | string | No | The ID of the folder to list files from \(internal use\) |
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| `query` | string | No | A query to filter the files |
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| `pageSize` | number | No | The number of files to return |
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#### Output
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| Parameter | Type | Description |
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| --------- | ---- | ----------- |
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| `file` | json | The OneDrive file object, including details such as id, name, size, and more. |
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| `files` | json | An array of OneDrive file objects, each containing details such as id, name, size, and more. |
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## Notes
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- Category: `tools`
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- Type: `onedrive`

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