> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeshub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Teams actions

> Microsoft Teams and Microsoft 365 collaboration integration for AI agents

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      <img src="https://mintcdn.com/pipeshub/8k-iBPRh1yJZHQe1/logo/teams.png?fit=max&auto=format&n=8k-iBPRh1yJZHQe1&q=85&s=f79c12184d879608b02064e6fac50e0f" alt="Microsoft Teams Logo" className="w-8 h-8 mr-3 object-contain flex-shrink-0" width="128" height="120" data-path="logo/teams.png" />

      <h2 className="text-2xl font-semibold m-0">Microsoft Teams actions</h2>
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    <p className="text-lg text-gray-700 dark:text-gray-300 mb-4">Team channels, chats, meetings, and calendar via Microsoft Graph</p>

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        Ready
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      <span className="px-3 py-1 bg-blue-100 dark:bg-blue-900 text-blue-800 dark:text-blue-200 rounded-full text-sm font-medium">
        Microsoft 365
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## Overview

The Microsoft Teams **action** lets AI agents work with your organization through **Microsoft Graph**: post and read channel messages, manage chats, search conversations, manage teams and channels, and work with calendar events, online meetings, transcripts, and attendance.

Administrators enable the integration under **Workspace → Actions** in the web app. Each user completes sign-in under **Your actions** so agents run with that user’s Microsoft identity and permissions.

### Key Capabilities

* **Channel messaging** — Send messages, reply in threads, update text, reactions, permalinks, and search across channels
* **Direct chats** — Message users by name or email, read chat history with a person, create 1:1 or group chats
* **Teams and channels** — List teams and channels, create or rename channels, create teams, list and add members
* **Users** — Look up a user or list directory users in the tenant
* **Meetings and calendar** — List and filter meetings, search events by name in a date range, create or edit calendar events, schedule channel meetings
* **Meeting insights** — Transcripts, invited attendees, and attendance for Teams online meetings

***

## Available tools

These are the Graph-backed **tools** your agents can call once the Microsoft Teams action is configured and the user has authenticated. In the product UI they appear under **Available actions** for this integration.

| Tool                                | Description                                                                             | Type   |
| ----------------------------------- | --------------------------------------------------------------------------------------- | ------ |
| `get_user_info`                     | Get information about a Teams/Entra user                                                | Search |
| `get_users_list`                    | Get list of users available in Microsoft Entra/Teams tenant                             | Search |
| `get_user_conversations`            | Get conversation messages with a Teams user                                             | Search |
| `get_user_channels`                 | Get channels accessible to the authenticated Teams user                                 | Search |
| `get_meetings`                      | Get meetings with optional filters (date range, deleted, cancelled, recurring/one-time) | Search |
| `search_calendar_events_in_range`   | Search calendar events by partial subject within a time range                           | Search |
| `get_my_meeting_transcripts`        | Get transcript records, content, and metadata for the user’s online meetings            | Search |
| `get_people_attended`               | Get attendance records for a Teams online meeting                                       | Search |
| `get_people_invited`                | Get people invited to a Teams meeting                                                   | Search |
| `get_teams`                         | List Microsoft Teams the authenticated user has joined                                  | Search |
| `get_team`                          | Get details for a specific Microsoft Team                                               | Search |
| `get_members`                       | List members in a Microsoft Team or channel                                             | Search |
| `get_channels`                      | List channels in a Microsoft Team                                                       | Search |
| `search_messages`                   | Search messages in Microsoft Teams channels                                             | Search |
| `get_reactions`                     | Get reactions for a Microsoft Teams channel message                                     | Search |
| `get_channel_messages`              | List messages from a Microsoft Teams channel                                            | Search |
| `get_thread_replies`                | Get replies in a Microsoft Teams message thread                                         | Search |
| `get_message_permalink`             | Get a permalink/URL for a Microsoft Teams channel message                               | Search |
| `get_chat`                          | Get details of a specific Microsoft Teams chat                                          | Search |
| `create_event`                      | Create a calendar event/meeting for the authenticated user                              | Action |
| `create_channel_meeting`            | Schedule an online meeting for a Teams channel in a team                                | Action |
| `edit_event`                        | Edit or update an existing calendar event                                               | Action |
| `create_team`                       | Create a new Microsoft Team                                                             | Action |
| `add_member`                        | Add a member to a Microsoft Team or channel (team, standard, or private channel)        | Action |
| `create_channel`                    | Create a new channel in a Microsoft Team                                                | Action |
| `update_channel`                    | Update a channel display name or description                                            | Action |
| `send_channel_message`              | Send a message to a Microsoft Teams channel                                             | Action |
| `send_user_message`                 | Send a direct message to a Microsoft Teams user                                         | Action |
| `reply_to_message`                  | Reply to a specific message in a Microsoft Teams channel thread                         | Action |
| `send_message_to_multiple_channels` | Send the same message to multiple channels in a Microsoft Team                          | Action |
| `add_reaction`                      | Add a reaction to a Microsoft Teams channel message                                     | Action |
| `remove_reaction`                   | Remove a reaction from a Microsoft Teams channel message                                | Action |
| `update_message`                    | Update an existing Microsoft Teams message in a channel or direct chat                  | Action |
| `create_chat`                       | Create a 1:1 or group chat in Microsoft Teams                                           | Action |

***

## Configuration Guide

<AccordionGroup>
  <Accordion title="Setup" icon="gear">
    ### Step 1: Register an application in Microsoft Entra ID

    1. Sign in to the [Azure portal](https://portal.azure.com) as an administrator (or a user who can register apps).
    2. Open **Microsoft Entra ID** (Azure Active Directory).
    3. Under **Manage**, select **App registrations** → **New registration**.
    4. Enter a name (for example, “PipesHub Teams actions”), choose **Accounts in any organizational directory and personal Microsoft accounts** if you need the broadest sign-in audience (or a stricter option for your tenant), then register.
    5. Copy the **Application (client) ID** for later.

    <div className="text-center">
      <img src="https://mintcdn.com/pipeshub/pNpjQV6p_wzRzAtK/images/toolsets/ms-teams/app-registration.png?fit=max&auto=format&n=pNpjQV6p_wzRzAtK&q=85&s=2772d7c1bec521e555996d1673663ed3" alt="Microsoft Entra ID app registration overview" className="block mx-auto w-11/12" width="1664" height="1025" data-path="images/toolsets/ms-teams/app-registration.png" />
    </div>

    ### Step 2: Add Microsoft Graph API permissions

    1. In the app registration, open **API permissions**.
    2. Click **Add a permission** → **Microsoft Graph** → **Delegated permissions**.
    3. Add the permissions required by the Teams action (see the table below). Add each permission that appears in your product version; your administrator may consolidate or adjust these over time.
    4. Click **Add permissions**.

    <div className="text-center">
      <img src="https://mintcdn.com/pipeshub/pNpjQV6p_wzRzAtK/images/toolsets/ms-teams/api-permissions.png?fit=max&auto=format&n=pNpjQV6p_wzRzAtK&q=85&s=2269c925e6f9a3880ed32b6ab3b30005" alt="Microsoft Graph delegated API permissions for Teams action" className="block mx-auto w-11/12" width="1897" height="964" data-path="images/toolsets/ms-teams/api-permissions.png" />
    </div>

    #### Delegated permissions (reference)

    These align with the agent OAuth scope configuration for the Microsoft Teams action. Several permissions are commonly granted via **admin consent**. See the [Microsoft Graph permissions reference](https://learn.microsoft.com/en-us/graph/permissions-reference) for details.

    | Permission                         | Typical use                                    |
    | ---------------------------------- | ---------------------------------------------- |
    | `Team.ReadBasic.All`               | Read basic team properties                     |
    | `Channel.ReadBasic.All`            | Read basic channel properties                  |
    | `Channel.Create`                   | Create channels                                |
    | `Channel.Delete.All`               | Delete channels                                |
    | `ChannelMessage.Read.All`          | Read channel messages                          |
    | `ChannelMessage.Send`              | Send channel messages                          |
    | `TeamMember.ReadWrite.All`         | Add or manage team members                     |
    | `Group.ReadWrite.All`              | Create and manage Microsoft 365 groups / teams |
    | `Chat.ReadWrite`                   | Read and send chat messages                    |
    | `Chat.Create`                      | Create chats                                   |
    | `offline_access`                   | Refresh tokens for long-lived sessions         |
    | `User.Read`                        | Sign-in profile for the signed-in user         |
    | `User.ReadBasic.All`               | Read basic profiles of other users             |
    | `Calendars.Read`                   | Read user calendars                            |
    | `Calendars.Read.Shared`            | Read calendars the user can access             |
    | `Calendars.ReadBasic`              | Basic calendar read                            |
    | `Calendars.ReadWrite`              | Create and update events                       |
    | `OnlineMeetings.Read`              | Read online meeting properties                 |
    | `OnlineMeetingTranscript.Read.All` | Read meeting transcripts                       |
    | `OnlineMeetingArtifact.Read.All`   | Read meeting artifacts                         |
    | `ChannelMember.ReadWrite.All`      | Add or manage channel members                  |

    ### Step 3: Grant admin consent (if required)

    1. On **API permissions**, review **Status** for each permission.
    2. If your tenant requires it, click **Grant admin consent for \[your organization]** and confirm.

    <div className="text-center">
      <img src="https://mintcdn.com/pipeshub/pNpjQV6p_wzRzAtK/images/toolsets/ms-teams/admin-consent.png?fit=max&auto=format&n=pNpjQV6p_wzRzAtK&q=85&s=a39284b834281dda17dfa40ac16b4c3d" alt="Grant admin consent for Microsoft Graph permissions" className="block mx-auto w-11/12" width="1901" height="963" data-path="images/toolsets/ms-teams/admin-consent.png" />
    </div>

    ### Step 4: Create a client secret

    1. Open **Certificates & secrets**.
    2. Under **Client secrets**, click **New client secret**, add a description and expiry, then **Add**.
    3. **Copy the secret value immediately**; it is shown only once.

    <div className="text-center">
      <img src="https://mintcdn.com/pipeshub/pNpjQV6p_wzRzAtK/images/toolsets/ms-teams/client-secret.png?fit=max&auto=format&n=pNpjQV6p_wzRzAtK&q=85&s=1d4e1059b59516fa6ae891eb95fb812f" alt="Create and copy client secret in Azure" className="block mx-auto w-11/12" width="1917" height="963" data-path="images/toolsets/ms-teams/client-secret.png" />
    </div>

    ### Step 5: Create the Microsoft Teams action in PipesHub

    These steps require a **workspace administrator**. Open **Workspace → Actions** (or `/workspace/actions/team`). Use the path that matches whether your organization already has a Microsoft Teams **org instance**.

    #### Case A — Organization does not have a Microsoft Teams instance yet

    1. In the sidebar, open **Workspace**, then **Actions**.
    2. On the catalog, find **Microsoft Teams**. With no org instance yet, the card is **Not configured** and the primary control is **Setup**.
    3. Click **Setup** on the Microsoft Teams card (or open the card and start setup). The **Action configuration** drawer opens.

    <div className="text-center">
      <img src="https://mintcdn.com/pipeshub/pNpjQV6p_wzRzAtK/images/toolsets/ms-teams/ms-teams-actions-catalog-setup.png?fit=max&auto=format&n=pNpjQV6p_wzRzAtK&q=85&s=bb689d00a6c3e7a31f864b2818cddffe" alt="Workspace Actions catalog showing Microsoft Teams with Setup when the organization has no instance yet" className="block mx-auto w-11/12" width="1914" height="1029" data-path="images/toolsets/ms-teams/ms-teams-actions-catalog-setup.png" />
    </div>

    #### Case B — Organization already has at least one Microsoft Teams instance

    1. In the sidebar, open **Workspace**, then **Actions**.
    2. Find **Microsoft Teams** in the catalog. When an org instance already exists, clicking the card opens the **Microsoft Teams** type page (instances list) instead of launching setup immediately.
    3. On the type page, click **Add instance**. The **Action configuration** drawer opens.

    <div className="text-center">
      <img src="https://mintcdn.com/pipeshub/pNpjQV6p_wzRzAtK/images/toolsets/ms-teams/ms-teams-actions-type-add-instance.png?fit=max&auto=format&n=pNpjQV6p_wzRzAtK&q=85&s=b41b6dc55eee0103ae26a4bce4078af1" alt="Microsoft Teams action type page with Add instance when the organization already has instances" className="block mx-auto w-11/12" width="1916" height="1030" data-path="images/toolsets/ms-teams/ms-teams-actions-type-add-instance.png" />
    </div>

    #### Complete configuration (both cases)

    4. In the **Action configuration** drawer, set **Instance name** (for example, “Production Teams”).
    5. Enter **Client ID** and **Client secret** from Entra (and **Tenant ID** if the form shows it—your directory GUID, domain, or **`common`** for the default multi-tenant and personal Microsoft account behavior, as described in the product UI).
    6. Click **Create** to save the organization action instance.

    <Info>
      After you create an OAuth-backed action, the product may remind you that each user must sign in from **Your actions** before they can use it in agents.
    </Info>

    ### Step 6: Copy the Redirect URI and register it in Azure

    The **Action configuration** drawer does not show the redirect URL; you copy it from **Manage action configuration** after the instance exists.

    1. On the Microsoft Teams action page, find your new instance in the list.

    2. Open **Manage action configuration** (the settings control on the instance row).

    3. Under **Redirect URI**, copy the value (or use **Copy**). It matches your deployment host and this pattern:

       `https://<your-pipeshub-host>/toolsets/oauth/callback/teams`

       The path segment `teams` matches the Microsoft Teams action type. The value must match what you register in Entra **exactly** (scheme, host, path; no stray trailing slash unless your deployment includes one).

    4. In the Entra app registration, open **Authentication**.

    5. Under **Platform configurations**, add a **Web** platform if needed.

    6. Under **Redirect URIs**, paste the **exact** Redirect URI from PipesHub.

    7. For a web-based OAuth callback, you can enable **Access tokens** and **ID tokens** under **Implicit grant and hybrid flows** only if your organization’s security policy requires it; many confidential-client flows use the authorization code flow only.

    8. Save the **Authentication** blade.

    <Warning>
      The Redirect URI in Azure must match the value from PipesHub **exactly** (including scheme, host, path, and trailing slashes).
    </Warning>

    <div className="text-center">
      <img src="https://mintcdn.com/pipeshub/pNpjQV6p_wzRzAtK/images/toolsets/ms-teams/redirect-uri-azure.png?fit=max&auto=format&n=pNpjQV6p_wzRzAtK&q=85&s=fd72c53c67c41c013c5f516c6b99368f" alt="Add Redirect URI in Azure app registration Authentication" className="block mx-auto w-11/12" width="1916" height="954" data-path="images/toolsets/ms-teams/redirect-uri-azure.png" />
    </div>

    ### Step 7: Sign in and authorize

    **Administrators (org instance)**\
    On **Workspace → Actions**, open Microsoft Teams, select your instance, and use **Authenticate** to complete the Microsoft sign-in and consent flow. After redirect back to PipesHub, the instance should show as authenticated.

    **End users**\
    Each person who should use Microsoft Teams in agents opens **Your actions** in the workspace sidebar (`/workspace/actions/personal`), finds Microsoft Teams, and completes **Authenticate** for the organization instance they need.

    <div className="text-center">
      <img src="https://mintcdn.com/pipeshub/pNpjQV6p_wzRzAtK/images/toolsets/ms-teams/oauth-consent.png?fit=max&auto=format&n=pNpjQV6p_wzRzAtK&q=85&s=26b375d3396c30776626020dc03220b6" alt="Microsoft account consent for Teams action OAuth" className="block mx-auto w-11/12" width="1917" height="1025" data-path="images/toolsets/ms-teams/oauth-consent.png" />
    </div>
  </Accordion>
</AccordionGroup>

***

## FAQ

<AccordionGroup>
  <Accordion title="What is the difference between a Teams Connector and the Microsoft Teams action?">
    | Aspect          | Teams Connector                                                  | Microsoft Teams action                                                                            |
    | --------------- | ---------------------------------------------------------------- | ------------------------------------------------------------------------------------------------- |
    | **Purpose**     | Sync and index Teams-related content for search in PipesHub      | Let agents call Microsoft Graph in real time (messages, meetings, membership, and more)           |
    | **Data flow**   | Primarily one-way import into PipesHub                           | Two-way: read and write through APIs                                                              |
    | **When to use** | Search historical Teams or Microsoft 365 content already indexed | Create events, post messages, add members, fetch live meeting transcripts, and similar operations |

    Use a **connector** when you need retrieval over indexed data; use the **Microsoft Teams action** when the agent should **act** in Teams or Graph on behalf of the signed-in user (within granted permissions).
  </Accordion>
</AccordionGroup>

***

<Info>
  Channel message search scans recent messages per channel (bounded by the tool’s parameters). Ask for a specific team or channel when possible so results stay focused.
</Info>

***

## Usage Tips

**How do I post in a Teams channel?**\
Ask the agent to send a message to the right team and channel. It can use `get_teams` and `get_channels` to resolve IDs, then `send_channel_message`.

**How do I direct-message someone?**\
Ask to “DM” or “chat with” a person by display name, email, or UPN. The Microsoft Teams action uses `send_user_message` and resolves the user when possible.

**How do I reply in a thread?**\
Ask to reply to a specific message or thread in a channel. The agent uses `reply_to_message` with the parent message ID when it is known, or reads the thread with `get_channel_messages` / `get_thread_replies` first.

**How do I find or schedule a meeting?**\
Use natural language with a time range. The agent can call `get_meetings`, `search_calendar_events_in_range`, `create_event`, or `create_channel_meeting` depending on whether the meeting is personal or tied to a channel.

**How do I get a meeting transcript or who attended?**\
Ask for the transcript or attendance for a specific online meeting. The agent uses `get_my_meeting_transcripts`, `get_people_attended`, or `get_people_invited` as appropriate, often after resolving the meeting from calendar or join information.

**How do I add someone to a team or private channel?**\
Ask to add the user by email or ID and specify the team (and private channel if needed). The agent uses `add_member`; use `get_members` to inspect membership first if helpful.