Overview
The Outlook toolset enables AI agents to send, read, and manage emails, calendar events, recurring meetings, and meeting transcripts in Microsoft Outlook via the Microsoft Graph API. It uses delegated OAuth (user-consent) so agents act on behalf of the authenticated user.Key Capabilities
- Email management - Send, reply, reply-all, forward, and search emails
- Calendar operations - Create, update, delete, and search calendar events
- Recurring events - List recurring meetings, find series ending soon, and delete specific occurrences
- Online meetings - Retrieve Teams meeting transcripts with speaker diarization
Available Tools
Email Tools
| Tool | Description |
|---|---|
send_email | Send an email with subject, body, recipients, CC, and BCC |
reply_to_message | Reply to an existing email message |
reply_all_to_message | Reply-all to an email message |
forward_message | Forward an email to one or more recipients |
search_messages | Search or list emails using OData queries ($search, $filter, $orderby) |
get_message | Get the full details of a specific email by message ID |
get_mail_folders | List mail folders (Inbox, Sent Items, Drafts, custom folders) |
Calendar Tools
| Tool | Description |
|---|---|
create_calendar_event | Create a new calendar event with optional attendees, location, recurrence, and online meeting link |
update_calendar_event | Update an existing event (subject, time, attendees, location, recurrence, etc.) |
delete_calendar_event | Delete a calendar event |
get_calendar_events | Get calendar events within a date/time range |
get_calendar_event | Get details of a specific calendar event by event ID |
search_calendar_events | Search calendar events by keyword (subject, body, location) |
get_recurring_events | Get all recurring event series with their occurrences in a date range |
get_recurring_events_ending | Find recurring events whose series ends within a specified time frame |
delete_recurring_event_occurrence | Delete specific occurrences of a recurring event by date |
get_meeting_transcripts | Retrieve Teams meeting transcripts with speaker names and text |
Configuration Guide
Setup
Setup
Step 1: Open App registrations from the Azure portal home
- Go to portal.azure.com and sign in.
- On the home page, find Azure services and click App registrations (grid icon). You can also search the top bar for App registrations or open Microsoft Entra ID and choose App registrations from there.
Step 2: Start a new registration
On the App registrations page, click + New registration.
Step 3: Register the application
- Name: Enter a display name (for example,
PipesHub Outlook Toolset). - Supported account types: Choose who can sign in—for example Accounts in any organizational directory and personal Microsoft accounts for the broadest support, or a single-tenant option if you only use your organization.
- Redirect URI: Get the Redirect URI from the PipesHub Configure Outlook dialog in connector settings (where Outlook is set up—for example Workspace → Actions and Outlook + Setup / Configure).
- Click Register.
Step 4: Copy Application (client) ID and Directory (tenant) ID
On the Overview page for your app, copy:- Application (client) ID — used as Client ID in PipesHub.
- Directory (tenant) ID — used as Tenant ID in PipesHub (or use
common/ leave blank per the toolset dialog if you want both work/school and personal accounts).
Step 5: Create a client secret
- In the left sidebar under Manage, open Certificates & secrets.
- On the Client secrets tab, click + New client secret.
- Add a description, choose an expiration, then click Add.
- Copy the secret value immediately — it is shown only once.
Step 6: Add Microsoft Graph API permissions
- In the left sidebar, open API permissions.
- Click + Add a permission → Microsoft Graph → Delegated permissions.
- Add the permissions your agents need, for example:
| Permission | Description |
|---|---|
Mail.ReadWrite | Read and write access to user mail |
Mail.Send | Send mail as the user |
Calendars.ReadWrite | Full access to user calendars |
OnlineMeetings.Read | Read online meeting details |
OnlineMeetingTranscript.Read.All | Read meeting transcripts |
User.Read | Read user profile |
offline_access | Refresh tokens for ongoing access |
The Outlook toolset uses Delegated permissions so actions run as the signed-in user, not as the app alone.
Step 7: Grant admin consent
Click Grant admin consent for your organization (the button includes your tenant name) and confirm, so delegated permissions show as granted for the tenant (especially for permissions that require admin approval).
Step 8: Configure the Outlook toolset in PipesHub
- In PipesHub, go to Workspace → Actions.
- Find Outlook and open setup / configuration (+ Setup or Configure).
- Confirm the Redirect URI in the dialog matches the Web redirect URI you registered in Azure Step 3.
- Enter Client ID, Client Secret, and optionally Tenant ID (
commonor your tenant/domain per the form), then create or save the instance.
Step 9: Authenticate the toolset under Your actions
- Open Your actions (or the equivalent Your actions entry under Personal in the sidebar).
- Select your Outlook instance and complete Authenticate with OAuth (popup sign-in to Microsoft, then accept permissions).
Step 10: Add Outlook to an agent
- Go to the Home page.
- Next to Agents, click + to create a new agent.
- Give the agent a name, drag the Outlook toolset onto the canvas, connect it to the Agent node with your model and chat input/output, then create the agent.
FAQ
What's the difference between Outlook Connector and Outlook Toolset?
What's the difference between Outlook Connector and Outlook Toolset?
| Aspect | Outlook Connector | Outlook Toolset |
|---|---|---|
| Purpose | Sync and index emails for search | Enable agents to perform email and calendar actions |
| Data Flow | One-way (import data into PipesHub) | Two-way (read and write via API) |
| Auth Type | Application permissions (admin-consent) | Delegated permissions (user-consent) |
| When to Use | Query/search email history and conversations | Send emails, manage calendar, create meetings |
Usage Tips
Example: Send an email with subject and bodyAsk your agent to send an email to user@example.com with the subject “Project Update” and the message “Hi, just sharing a …” Example: Schedule a meeting with an attendee
Ask to create a “bug fixes” meeting tomorrow at 2pm for 1 hour with john@example.com Example: Recurring meetings this week
Ask to get your recurring meetings this week