A declarative agent for Microsoft 365 Copilot that helps users manage and organize their SharePoint sites and OneDrive content. The agent leverages OneDrive and SharePoint access, Microsoft Learn MCP integration for official documentation, and GraphicArt for visual diagrams to provide document search, organization guidance, and best practices for content management.
| Version | Date | Author | Comments |
|---|---|---|---|
| 1.0 | May 19, 2025 | Kateryna Turuntseva | Initial release |
- Microsoft 365 tenant with Microsoft 365 Copilot
- Node.js, supported versions: 18, 20, 22
- Microsoft 365 Agents Toolkit for VS Code
- Clone this repository (or download this solution as a .ZIP file then unzip it)
- Open the
samples/da-sharepoint-data-managerfolder with Visual Studio Code - Select the Microsoft 365 Agents Toolkit icon on the left in the VS Code toolbar
- In the Account section, sign in with your Microsoft 365 account if you haven't already
- Create Teams app by selecting Provision in the Lifecycle section
- Select Preview in Copilot (Edge) or Preview in Copilot (Chrome) from the launch configuration dropdown
- Once the Copilot app is loaded in the browser, select the "..." menu and select Copilot chats. You will see your Data Manager agent on the right rail. Selecting it will change the experience to showcase the logo and name of your data management agent
- Ask questions about your SharePoint content, and the agent will help you manage and organize your data
This declarative agent illustrates the following concepts:
- Document Search - Search across SharePoint sites and libraries, filter by content and metadata, discover relevant documents
- File Organization - Smart folder structure suggestions, metadata tagging and classification advice, content type recommendations
- Document Management Guidance - Best practices for document organization, SharePoint organization strategies, content classification recommendations
- Microsoft Learn MCP Integration - Search and fetch official Microsoft documentation via the Model Context Protocol (MCP) for accurate, up-to-date SharePoint and Microsoft 365 guidance with source citations
- Visual Diagrams - Generate diagrams and visual representations of site structures, folder hierarchies, and information architecture using GraphicArt
- Grounded Responses - Uses
discourage_model_knowledgebehavior override to prioritize user data and official documentation over general model knowledge
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THIS CODE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.