Skip to main content

Microsoft Word

In one line: Connect Microsoft Word so your UnleashX agent can list, read, create, update, and delete Word documents in your OneDrive or SharePoint — all in plain language.

1. Overview

Microsoft Word is the document app in Microsoft 365. When your documents live in OneDrive or SharePoint, they can be read and managed through the Microsoft Graph API — the same files your team sees in Word Online. Once connected to UnleashX, your agent can list your documents, read a document’s content, create a new document, update an existing one, and delete a document. You stay in control — the agent acts on your real files using your own Microsoft sign-in. Connecting Word to UnleashX turns your documents into something you can draft and manage by talking. Instead of opening Word to write up a note or pull a paragraph, you tell your agent and it creates, reads, or updates the file for you.

2. What you’ll need

  • A Microsoft account (personal @outlook.com, or a Microsoft 365 work/school account) with Word documents stored in OneDrive or SharePoint.
  • Permission to view and edit those documents. For work accounts, your organization must allow third-party apps via Microsoft Graph.
  • An UnleashX account with access to Data Connectors.
You do not need to create or paste an API key. Word uses OAuth — you click Authorize and sign in with Microsoft.
Only documents stored online (OneDrive/SharePoint) are accessible via the API. Files that live only on your local computer can’t be reached.

3. Get your credentials

There’s nothing to copy and paste. Authentication runs through Microsoft’s secure OAuth sign-in.
1

Start the connection in UnleashX

Connecting Word (Section 4) opens a Microsoft Authorize window.
2

Sign in with Microsoft

Enter your Microsoft / Microsoft 365 email and password at https://login.microsoftonline.com. Complete multi-factor authentication if prompted.
3

Review and accept the scopes

Microsoft shows exactly what UnleashX is asking for (see the scopes table). Click Accept.
4

Return to UnleashX

Microsoft redirects you back automatically and the connector links to your files. Behind the scenes UnleashX calls Microsoft Graph with a Bearer token — you never handle the token yourself.
If you use a work or school account, your IT administrator may need to approve UnleashX (admin consent) before the connection succeeds. If you see a “need admin approval” screen, contact your Microsoft 365 admin.
Permissions (Microsoft Graph scopes) UnleashX requests:

4. Connect on UnleashX

1

Open your agent

Go to https://www.tryunleashx.com and open the agent you want to connect.
2

Open Data Connectors

Inside the agent, go to Data Connectors.
3

Find Microsoft Word

Locate Microsoft Word and click Connect (or Add / Configure).
4

Authorize with Microsoft

Click Authorize, sign in with Microsoft, and accept the scopes.
5

Confirm success

You return to UnleashX and the Microsoft Word connector shows a Connected badge.

Use Microsoft Word in a Workflow

Once connected, you can add Microsoft Word to any automation from the Workflows builder. Its triggers and tools appear in the Apps panel, marked with an MCP badge.
1

Add a trigger node

Open Workflows → New Workflow. On the canvas, click + Add Trigger. In the Paths panel, open the Apps tab and select Microsoft Word — its Triggers are listed underneath. Use the search box if you have many connectors.
2

Add an action node

Click the + below any node to add a step, then pick Microsoft Word again — this time the panel lists its Actions.
3

Configure the step

Fill in the fields for the trigger or action you picked. Required fields are marked with a red asterisk (*).
4

Add or select your account

Under Selected account, choose an already-connected account, or click Add Account to connect one now.
5

Save and test

Click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.
The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.

5. Available tools

Documents are created and updated by uploading file content — the agent builds the document body and writes it to the file, replacing the existing content on an update.

Available triggers

6. Example usage

“Draft a one-page project kickoff note and save it as ‘Kickoff — Acme’ in my OneDrive.” → Runs Create Document to write the note into a new Word file in OneDrive. “Read the latest contract draft and summarize the key terms.” → Runs List Documents to find the draft, then Get Document Content to read it and summarize the terms.

7. Permissions & data access

UnleashX can:
  • List your online Word documents and read their content and metadata.
  • Create new documents by uploading file content.
  • Update existing documents with new content.
  • Delete documents where you allow it (marked ⚠️).
UnleashX cannot:
  • Access documents stored only on your local device.
  • Reach files your Microsoft account can’t open.
  • Change Microsoft 365 admin or account settings.
To disconnect: In UnleashX, open Data Connectors → Microsoft Word → Disconnect. You can also revoke access at https://myaccount.microsoft.com/ under Privacy / Apps. Disconnecting revokes access immediately.

8. Troubleshooting

For general MCP issues, see /mcp/integrations.

9. Frequently asked questions

Does this work with local Word files? No. Only documents stored in OneDrive or SharePoint are reachable through the API. Is my document content stored by UnleashX? No. UnleashX reads and writes live through Microsoft Graph per request; it doesn’t keep a copy of your files. Can the agent delete documents? Yes — the Delete Document tool (marked ⚠️) makes permanent changes. It only works if your account can edit the file. Use it deliberately. Does it work with both personal and work accounts? Yes — personal @outlook.com and Microsoft 365 work/school accounts both work, though work accounts may need admin consent.

10. References