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

# Microsoft Word

> Let your UnleashX agent create, read, update, and manage Word documents stored in OneDrive or SharePoint.

# 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.

|                    |                                                                                                                      |
| ------------------ | -------------------------------------------------------------------------------------------------------------------- |
| **Category**       | Productivity & Scheduling                                                                                            |
| **Authentication** | OAuth (Microsoft 365 / Microsoft Graph)                                                                              |
| **Setup time**     | \~3 minutes                                                                                                          |
| **Difficulty**     | Easy                                                                                                                 |
| **Best for**       | Teams that keep documents in Word on OneDrive/SharePoint and want an AI agent to draft, read, and update those files |

## 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**.

<Note>
  You do **not** need to create or paste an API key. Word uses OAuth — you click **Authorize** and sign in with Microsoft.
</Note>

<Warning>
  Only documents stored **online** (OneDrive/SharePoint) are accessible via the API. Files that live only on your local computer can't be reached.
</Warning>

## 3. Get your credentials

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

<Steps>
  <Step title="Start the connection in UnleashX">
    Connecting Word (Section 4) opens a Microsoft **Authorize** window.
  </Step>

  <Step title="Sign in with Microsoft">
    Enter your Microsoft / Microsoft 365 email and password at `https://login.microsoftonline.com`. Complete multi-factor authentication if prompted.
  </Step>

  <Step title="Review and accept the scopes">
    Microsoft shows exactly what UnleashX is asking for (see the scopes table). Click **Accept**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

**Permissions (Microsoft Graph scopes) UnleashX requests:**

| Scope                 | Why UnleashX needs it                                                            |
| --------------------- | -------------------------------------------------------------------------------- |
| `Files.ReadWrite`     | Read, create, update, and delete the Word documents in your OneDrive/SharePoint. |
| `Sites.ReadWrite.All` | Access documents stored in SharePoint sites (work/school).                       |
| `User.Read`           | Read your basic profile to identify the connected account.                       |
| `offline_access`      | Refresh access automatically so you don't re-authorize every session.            |

## 4. Connect on UnleashX

<Steps>
  <Step title="Open your agent">
    Go to [https://www.tryunleashx.com](https://www.tryunleashx.com) and open the agent you want to connect.
  </Step>

  <Step title="Open Data Connectors">
    Inside the agent, go to **Data Connectors**.
  </Step>

  <Step title="Find Microsoft Word">
    Locate **Microsoft Word** and click **Connect** (or **Add** / **Configure**).
  </Step>

  <Step title="Authorize with Microsoft">
    Click **Authorize**, sign in with Microsoft, and accept the scopes.
  </Step>

  <Step title="Confirm success">
    You return to UnleashX and the Microsoft Word connector shows a **Connected** badge.
  </Step>
</Steps>

### 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Configure the step">
    Fill in the fields for the trigger or action you picked. Required fields are marked with a red asterisk (\*).
  </Step>

  <Step title="Add or select your account">
    Under **Selected account**, choose an already-connected account, or click **Add Account** to connect one now.
  </Step>

  <Step title="Save and test">
    Click **Save**. Use **Test** to verify the step, then toggle **Publish** when the workflow is ready.
  </Step>
</Steps>

<Note>
  The steps are the same for every connector. For the full workflow builder guide, see [Using MCP in Workflows](/mcp/workflows).
</Note>

## 5. Available tools

| Tool                 | What it does                                                | Changes data? |
| -------------------- | ----------------------------------------------------------- | ------------- |
| List Documents       | Lists your Word documents in OneDrive/SharePoint.           | No            |
| Get Document         | Retrieves a document's metadata by ID.                      | No            |
| Get Document Content | Reads the text/content of a document.                       | No            |
| Create Document      | Creates a new document by uploading its file content.       | ✏️ Yes        |
| Update Document      | Updates an existing document by uploading new file content. | ✏️ Yes        |
| Delete Document      | Deletes a document.                                         | ⚠️ Yes        |

<Note>
  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.
</Note>

### Available triggers

| Trigger         | Fires when                                                |
| --------------- | --------------------------------------------------------- |
| On New Document | A new Word document is added to your OneDrive/SharePoint. |

## 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

| Problem                          | What it means                                         | How to fix it                                     |
| -------------------------------- | ----------------------------------------------------- | ------------------------------------------------- |
| **Need admin approval**          | A work/school account requires admin consent.         | Ask your Microsoft 365 admin to approve UnleashX. |
| **401 Unauthorized**             | The Microsoft token expired or was revoked.           | Reconnect Microsoft Word and sign in again.       |
| **404 Item not found**           | The document name is wrong or the file was moved.     | Have the agent list documents to find it.         |
| **File is checked out / locked** | Someone has the file open exclusively.                | Close the file elsewhere and retry.               |
| **403 Forbidden**                | Your account can't edit that file or SharePoint site. | Ask the owner for edit access, then retry.        |

For general MCP issues, see [/mcp/integrations](/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

* Word / files in Microsoft Graph: [https://learn.microsoft.com/en-us/graph/api/resources/driveitem](https://learn.microsoft.com/en-us/graph/api/resources/driveitem)
* Working with files in Microsoft Graph: [https://learn.microsoft.com/en-us/graph/api/resources/onedrive](https://learn.microsoft.com/en-us/graph/api/resources/onedrive)
* Microsoft Graph permissions reference: [https://learn.microsoft.com/en-us/graph/permissions-reference](https://learn.microsoft.com/en-us/graph/permissions-reference)
* Manage app access: [https://myaccount.microsoft.com/](https://myaccount.microsoft.com/)