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Outlook Toolset

Email, calendar, and meeting management

ReadyMicrosoft 365

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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.

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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

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Available Tools

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Email Tools

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Calendar Tools

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Configuration Guide

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Step 1: Open App registrations from the Azure portal home

  1. Go to portal.azure.com and sign in.
  2. 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.
Azure portal home with App registrations

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Step 2: Start a new registration

On the App registrations page, click + New registration.
App registrations list with New registration

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Step 3: Register the application

  1. Name: Enter a display name (for example, PipesHub Outlook Toolset).
  2. 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.
  3. 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).
PipesHub Configure Outlook dialog showing Redirect URI
  1. Click Register.
Register an application form in Azure

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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).
App registration Overview with client and tenant IDs
Use the Application (client) ID, not the Object ID. They are different values.

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Step 5: Create a client secret

  1. In the left sidebar under Manage, open Certificates & secrets.
  2. On the Client secrets tab, click + New client secret.
  3. Add a description, choose an expiration, then click Add.
  4. Copy the secret value immediately — it is shown only once.
Certificates and secrets with new client secret
If you leave this page without copying the secret, you cannot read it again—create a new client secret instead.

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Step 6: Add Microsoft Graph API permissions

  1. In the left sidebar, open API permissions.
  2. Click + Add a permission → Microsoft Graph → Delegated permissions.
  3. Add the permissions your agents need, for example:
Add Microsoft Graph delegated permissions such as Mail.Send
The Outlook toolset uses Delegated permissions so actions run as the signed-in user, not as the app alone.
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).
API permissions with Grant admin consent

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Step 8: Configure the Outlook toolset in PipesHub

  1. In PipesHub, go to Workspace → Actions.
  2. Find Outlook and open setup / configuration (+ Setup or Configure).
  3. Confirm the Redirect URI in the dialog matches the Web redirect URI you registered in Azure Step 3.
  4. Enter Client ID, Client Secret, and optionally Tenant ID (common or your tenant/domain per the form), then create or save the instance.
Workspace Actions Outlook toolset configuration

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Step 9: Authenticate the toolset under Your actions

  1. Open Your actions (or the equivalent Your actions entry under Personal in the sidebar).
  2. Select your Outlook instance and complete Authenticate with OAuth (popup sign-in to Microsoft, then accept permissions).
Authenticate Outlook toolset with OAuth

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Step 10: Add Outlook to an agent

  1. Go to the Home page.
  2. Next to Agents, click + to create a new agent.
  3. 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.
Agent builder with Outlook toolset connected

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FAQ

Example: Use Outlook Connector to search past email conversations across your organization. Use Outlook Toolset to let agents send replies, schedule meetings, or manage calendar events on behalf of the user.

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Usage Tips

Example: Send an email with subject and body
Ask 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