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Integrations

Microsoft Teams

Native bot for chats, channels and approvals.

Microsoft Teams — Native bot for chats, channels and approvals.

Provides
Knowledge source
Agent tools
Channel

Setup

  1. Go to Settings → Integrations → Microsoft Teams → Connect.
  2. Authorise with an account that has access to everything you want to make available. For knowledge sources, use an admin or service account; permissions are still enforced per user at query time.
  3. Add Microsoft Teams as a source under Knowledge → (knowledge base) → Add source and choose the scope to include.

What is synced

Content from the scope you select, with its metadata (author, dates, location) and the access rights defined in Microsoft Teams. Changes are picked up by change notifications where Microsoft Teams supports them, otherwise on the schedule you set (15 minutes to daily). Deletions and permission changes are applied on the next sync.

Permissions

Access rights in Microsoft Teams are mapped to workspace users (by email) and groups. A user can only retrieve items they could open in Microsoft Teams itself. See Permissions & access control.

Tools

ToolScopePurpose
microsoft_teams.readreadRead records, messages or files in scope
microsoft_teams.searchreadSearch within Microsoft Teams
microsoft_teams.writewriteCreate or update items; subject to approval policies

Write tools require approval by default until an approval policy says otherwise. Every call is recorded in the run trace.

As a channel

Users can ask questions and receive agent results in Microsoft Teams; approvals can be answered there too. See Platform access.

Triggers

Events from Microsoft Teams (new or updated items in scope) can start agent runs. See Automations & triggers.

Disconnecting

Disconnecting removes the credential from the vault immediately. Documents synced from Microsoft Teams are removed from knowledge bases within minutes and from backups as they rotate.