Outlook / Exchange — Docs

Outlook / Exchange — Shared mailboxes and calendars in Microsoft 365.

Provides
Knowledge source	✓
Agent tools	✓
Channel	✓

Setup

Go to Settings → Integrations → Outlook / Exchange → Connect.
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.
Add Outlook / Exchange 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 Outlook / Exchange. Changes are picked up by change notifications where Outlook / Exchange 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 Outlook / Exchange are mapped to workspace users (by email) and groups. A user can only retrieve items they could open in Outlook / Exchange itself. See Permissions & access control.

Tools

Tool	Scope	Purpose
`outlook_exchange.read`	read	Read records, messages or files in scope
`outlook_exchange.search`	read	Search within Outlook / Exchange
`outlook_exchange.write`	write	Create 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 Outlook / Exchange; approvals can be answered there too. See Platform access.

Triggers

Events from Outlook / Exchange (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 Outlook / Exchange are removed from knowledge bases within minutes and from backups as they rotate.