Connect Mindbody to Microsoft SharePoint

Both apps 279Mindbody 179Microsoft SharePoint 100

• Trigger
  Cancelled appointment booking

  Triggered when an appointment booking is cancelled

• Trigger
  Cancelled class booking

  Fires when a client's class booking is cancelled.

• Trigger
  Cancelled class schedule

  Triggered when a class schedule is cancelled. When this occurs, all of the classes associated with the schedule are removed.

• Trigger
  Cancelled client contract

  Triggered when a client's contract is cancelled

• Trigger
  Cancelled membership

  Triggered when a membership is cancelled

• Trigger
  Class updated

  Triggered when a single class is updated.

• Trigger
  Completed appointment

  Triggered when an appointment is completed.

• Trigger
  Deactivated client

  Triggered when a client is deactivated

• Trigger
  Deactivated location

  Triggered when a location is deactivated

• Trigger
  Every appointment in date range

  This is not a standard trigger! Always emits every appointment in the configured date range.

• Trigger
  Every class in date range

  This is not a standard trigger! Always emits classes in the configured date range.

• Trigger
  Every uncanceled class in date range

  This is not a standard trigger! Always emits uncanceled classes in the configured date range.

• Trigger
  Merged clients

  Triggered when clients are merged

• Trigger
  New appointment booking

  Triggered when an appointment booking is created

• Trigger
  New class booking

  Triggered when a new booking is made for a class

• Trigger
  New class (integration setting)

  Triggered when a class is created in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours.

• Trigger
  New class schedule

  Triggered when a new class offering is scheduled

• Trigger
  New client

  Triggered when a new client is added

• Trigger
  New client contract

  Triggered when a new contract is sold to a client

• Trigger
  New completed class

  Triggered when a class completes

• Trigger
  New completed class (integration setting)

  Triggered when a class completes within a number of hours specified by an integration setting.

• Trigger
  New location

  Triggered when a location is created

• Trigger
  New membership

  Triggered when a new membership is created

• Trigger
  New or updated appointment -7d +30d for any connection

  Triggered for new or updated appointments in the last 7 days or 30 days in the future, for any connected account.

• Trigger
  New or updated appointment in date range

  Triggered for new or updated appointments in the specified date range.

• Trigger
  New or updated class

  Triggered for new or updated classes in the configured date range.

• Trigger
  New or updated class (integration setting)

  Triggered when a class is created or updated in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours. Updates are only triggered when the class name, staff id, resource id, or cancelled status are modified.

• Trigger
  New or updated client

  Triggered when a client is added or updated

• Trigger
  New or updated client (integration setting)

  Triggered when a client is added or modified. Will include inactive clients if specified by an integration setting. By default inactive clients are not included. NOTE: this trigger will only work when less than 200 clients are added/updated per day.

• Trigger
  New or updated gift card

  Triggered when a gift card is created or updated

• Trigger
  New or updated package

  Triggered when a package is created or updated

• Trigger
  New or updated product

  Triggered when a product is created or updated

• Trigger
  New or updated product (integration setting)

  Triggered when a product is created or updated. An integration setting is used to control the fetching of products only sold online.

• Trigger
  New or updated products inventory

  Triggered when inventory changes for a product, or when products are added.

• Trigger
  New or updated service

  Triggered when a service is created or updated

• Trigger
  New or updated session type

  Triggered when session types are created or updated

• Trigger
  New or updated staff member

  Triggered when staff member is created or updated

• Trigger
  New sale

  Triggered when a new sale is made to a client.

• Trigger
  New sale for any connected account

  Triggered when a new sale is made to a client for any connected MINDBODY account.

• Trigger
  New sale itemized payment

  Triggered when a new sale is made to a client. Payments emitted as separate rows. NOTE: line items are not emitted, use the separate trigger to obtain them.

• Trigger
  New sale line item

  Triggered when a new sale is made to a client. Line items are emitted as separate rows. NOTE: payments are not emitted, use the separate trigger to obtain them.

• Trigger
  New sales since days

  Triggers for new sales that occur within the configured number of days

• Trigger
  Two-way sync new or updated clients

  A polling trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated clients (instant)

  A trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Upcoming appointment in database

  Triggered when an appointment in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.

• Trigger
  Upcoming appointment in database via setting

  Triggered when an appointment in the database is scheduled to start within the specified "notification timing hours" setting.

• Trigger
  Upcoming class

  Triggered when an uncanceled class is upcoming in the specified amount of time.

• Trigger
  Upcoming class in database

  Triggered when a class in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.

• Trigger
  Upcoming class in database via entered time

  Triggered when a class in the database is scheduled to start within the entered amount of time.

• Trigger
  Upcoming class (Zoom meeting creation)

  Triggered when an uncanceled class is upcoming in the amount of time specified by a setting stored in a lookup table. The default is 24 hours.

• Trigger
  Updated appointment booking

  Triggered when an appointment booking is updated

• Trigger
  Updated class booking

  Triggered when a booking for a class is updated

• Trigger
  Updated class booking with service ID

  Triggered when a booking for a class is updated

• Trigger
  Updated class schedule

  Triggered when a scheduled class offering is modified. Note that if the class schedule’s endDate changes, classes are added or removed from the schedule accordingly.

• Trigger
  Updated client

  Triggered when a client is updated

• Trigger
  Updated client contract

  Triggered when a client's contract is updated

• Trigger
  Updated location

  Triggered when a location is updated

• Action
  Add account credit to client

  Adds credit to a client's account balance, recorded as a sale at the chosen location.

• Action
  Add appointment

  Adds a new appointment

• Action
  Add client relationship

  Adds a client relationship. Existing relationships are not removed. NOTE: custom relationships are not currently supported due to limitations with the MINDBODY API.

• Action
  Add client to enrollment

  Enrolls a client in a class schedule and returns the enrollment details including start and end dates.

• Action
  Add client with on-the-fly custom field id lookup

  Adds a client. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if the client already exists or if a custom field does not exist.

• Action
  Add completed sale to client

  Adds a completed sale to a client using a custom payment method.

• Action
  Add contact log

  Creates a new contact log.

• Action
  Add or update client

  Adds or updates a client based on the selected matching logic.

• Action
  Add or update client index

  Adds or updates a client index. Existing indexes on the client are not removed.

• Action
  Add site client index

  Adds a site client index. An error will occur if the index name already exists.

• Action
  Add staff

  Adds a staff member

• Action
  Book client into a class

  Books the specified client into the specified class.

• Action
  Calculate total spend for client

  Returns the total amount of money received for the specified client, going back for the specified number of days.

• Action
  Cancel a class

  Cancels a single scheduled class at the studio. The MINDBODY login used for the connection needs the Manage Class Schedules and Cancel Reservations permissions.

• Action
  Cancel Appointment

  Cancels a MINDBODY appointment as a standard cancellation, never a late cancel, so no late-cancel fee is charged. It can optionally email the client. Runs as a dry run unless Test is set to false.

• Action
  Client purchases: fetch

  Fetches client purchases that meet the search criteria from the MBO API. The API response is stored in the database. This action emits a transaction uuid and an array of records IDs. Use a loop and the "client purchases: get record" action to process all the fetched records.

• Action
  Client purchases: get record

  Emits the client purchase record from the database that was previously fetched using the "Client purchases: fetch" action, which must be executed before this action is used in a loop to process all records.

• Action
  Deactivate Client

  Marks a Mindbody client as inactive. The client record is kept and can be made active again with Reactivate Client.

• Action
  Find clients by email

  Returns up to 100 clients that have the specified email address.

• Action
  Find clients by phone

  Returns up to 100 clients that have the specified phone number. Can either be Mobile phone, Home phone or Work phone.

• Action
  Find contact log type by name

  Returns the ID of the specified contact log type. An error occurs if zero or multiple are found.

• Action
  Find sales

  Searches Mindbody sales and returns the matching sale records. Filter by sale date range, sale id, client id or payment method, and page through results with Limit and Offset. Use "Get sale" to retrieve a single sale by its id.

• Action
  Get accrual sales within date range

  Emits accrual sales data over a given date range.

• Action
  Get activation code

  Generates an activation code and link to access a Mindbody Site API.

• Action
  Get Active Memberships for Clients

  Look up the current memberships for up to 200 Mindbody clients at once, returning each client's ID and the names of their active memberships.

• Action
  Get Active Session Times

  Get the bookable appointment start times for one or more session types in a date range.

• Action
  Get all client contract IDs

  Returns all contract IDs for the specified client. Use a Loop and the "get client contract by ID" action to fetch details for each contract.

• Action
  Get all products

  Returns all products

• Action
  Get all products inventory

  Returns inventory information for all products at all locations.

• Action
  Get all sellable online products

  Returns all products only sold online.

• Action
  Get all services

  Retrieves all services.

• Action
  Get all session types

  Returns all session types

• Action
  Get all staff members

  Returns all staff members

• Action
  Get appointment

  Returns details for the specified appointment. If the appointment is not found an error occurs.

• Action
  Get bookable availabilities

  Probe build: lists MBO session types to discover a valid appointment SessionTypeId before finalizing the bookable-availabilities query.

• Action
  Get cash sales within date range

  Emits sales data over a given date range. Will return all sales, including products, account credits, gift cards, and autopays. Autopays will be notated in the response, and the product description will specify gift card and account credit purchases.

• Action
  Get class

  Returns details for the specified class. If the class is not found no error will occur, so a conditional must be used for error checking.

• Action
  Get class description

  Returns the class description for the specified ClassDescriptionId. Includes name, category, subcategory, program, and session type details. If not found, no error occurs — output is empty.

• Action
  Get classes

  Returns scheduled classes for the site within an optional date range.

• Action
  Get class recently updated

  Returns classes last modified on or after system time minus the entered amount of hours. No error will occur if no class is found.

• Action
  Get class schedules

  Returns available class schedule templates, optionally filtered by date, location, staff, or program.

• Action
  Get class visits

  Fetches the ids of all clients booked for the specified class. The output is suitable to use within a loop.

• Action
  Get client

  Returns details for the specified client. If the client is not found an error will occur.

• Action
  Get client account balance

  Returns account balance details for the specified client. If the client is not found no error will occur, so a conditional must be used for error checking.

• Action
  Get client appointments in date range

  Returns details for all of the specified client's appointments in the specified date range.

• Action
  Get client complete info

  Returns complete client information along with list of purchased services, contract details, membership details and arrival programs for a specific client. If the client is not found an error will occur.

• Action
  Get client contact logs in date range

  Returns details for all of the specified client's contact logs in the specified date range.

• Action
  Get client contract

  Returns details for the specified client contract. If the client contract is not found an error will occur.

• Action
  Get Client Membership

  Returns details for one of a client's active memberships, selected by Membership ID. If no active membership matches that ID, the output fields come back empty.

• Action
  Get client purchased service by ID

  Returns details for the specified service purchased by a specified client. No error occurs if none is found.

• Action
  Get client purchased services

  Returns details for services purchased by a specified client. No error occurs if the client is not found.

• Action
  Get clients

  Returns clients for the site, optionally filtered by a search term.

• Action
  Get client services totals by product ID

  Returns details for services purchased by a specified client for a specified product ID. If more than 1 matching client service is found, 'Count' and 'Remaining' are totaled and the furthest expiration date is used. No error occurs if none are found, the output is empty instead.

• Action
  Get client visits

  Returns details for client visits in the specified date range.

• Action
  Get contact log types

  Returns all defined contact log types. NOTE: currently returns no more than 200, which should be more than enough for most sites.

• Action
  Get contract

  Returns details for the specified contract. If the contract is not found an error will occur.

• Action
  Get custom payment method by name

  Returns the ID of the custom payment method having the specified name. An error occurs if zero or multiple are found.

• Action
  Get enrollments

  Returns enrollments for clients within a specified date range.

• Action
  Get gift card balance

  Returns the remaining balance for the specified gift card. NOTE: no error occurs if the barcode ID is invalid.

• Action
  Get gift cards

  Returns up to 200 gift cards.

• Action
  Get locations

  Returns details for up to 200 locations. NOTE: currently only supports up to 200 locations, does not currently do pagination.

• Action
  Get membership

  Returns details for the specified membership. If the membership is not found an error will occur.

• Action
  Get most recent client contract

  Returns details for the most recent contract for the specified client. An error occurs no contract is not found.

• Action
  Get packages

  Returns packages available for sale, optionally filtered to those sellable online.

• Action
  Get product

  Returns details for the specified product. If the product is not found an error will occur.

• Action
  Get product filtered by sellable online

  Returns details for the specified product, filtered by it being sellable online or not. If the product is not found an error will occur.

• Action
  Get product inventory

  Returns inventory information for the specified product at all locations.

• Action
  Get program

  Returns details for the specified program. If the program is not found an error will occur.

• Action
  Get required client fields

  Returns the site's required client fields (e.g. Birthday, Gender).

• Action
  Get sale

  Returns details for the specified sale. If the sale is not found an error will occur.

• Action
  Get sales in date range

  Lists MINDBODY sales in a date range. Filters by StartSaleDateTime/EndSaleDateTime, optional PaymentMethodId, Limit/Offset pagination. Returns Sales[], SaleIds (Id), ClientIds (ClientId), TotalResults.

• Action
  Get scheduled client visits

  Returns details for all of the specified client's scheduled visits, optionally in a specified date range.

• Action
  Get service

  Returns details for the specified service. If the service is not found an error will occur.

• Action
  Get session type

  Returns details for the specified session type. If the session type is not found an error will occur.

• Action
  Get site

  Returns details for the site associated with the configured connection

• Action
  Get site for specified account

  Returns details for the site connected to the specified account name.

• Action
  Get staff member

  Returns details for the specified staff member. If the staff member is not found an error will occur.

• Action
  Get visits within date range

  Emits all visits that occur in the specified date range, optionally filtered by a session type id and/or a location id.

• Action
  Get visits within date range for multiple session types

  Emits all visits that occur in the specified date range, filtered by multiple session type ids and optionally a location id.

• Action
  List all clients

  Returns every client on your MINDBODY site, across all pages, optionally including inactive clients.

• Action
  List Client Indexes

  Lists the site's client indexes with their IDs, names and active values.

• Action
  List Client Memberships

  Returns details for all of the specified client's memberships.

• Action
  List Custom Payment Methods

  Returns every custom payment method set up for the Mindbody site, with each method's id and name.

• Action
  List Resources

  List the rooms and resources available for given session types and a location in a date range.

• Action
  List Staff Appointments

  Lists a staff member's appointments between a start and end date, with each appointment's time, status, session type and client.

• Action
  List Staff Unavailabilities

  Lists the time blocks when staff members are unavailable for appointments within a date range, optionally filtered to specific staff.

• Action
  Lookup client payment

  Returns payment information for the specified client and specified payment reference.

• Action
  Purchase contract

  Purchases a contract

• Action
  Purchase gift card

  Purchases a gift card

• Action
  Reactivate Client

  Reactivates a deactivated Mindbody client by ID so they can book and buy again.

• Action
  Remove client from a class

  Removes the specified client from the specified class.

• Action
  Return sale

  Return a comped sale for a specified sale ID in business mode. The sale is returnable only if it is a sale of a service, product or gift card and it has not been used. Currently, only the comp payment method is supported.

• Action
  Select upcoming class

  A utility action that lets an upcoming class in the specified timeframe to be selected from a dropdown. The selected class' id is emitted as output.

• Action
  Send password reset email

  Sends a password reset email to the specified user.

• Action
  Shopping cart - add item: package

  Adds a package to the shopping cart.

• Action
  Shopping cart - add item: product

  Adds a product to the shopping cart.

• Action
  Shopping cart - add item: service

  Adds a service to the shopping cart.

• Action
  Shopping cart - add item: tip

  Adds a tip to the shopping cart.

• Action
  Shopping cart - add payment: cash

  Adds a cash payment to the shopping cart.

• Action
  Shopping cart - add payment: check

  Adds a check payment to the shopping cart.

• Action
  Shopping cart - add payment: comp

  Adds a complimentary amount to the shopping cart.

• Action
  Shopping cart - add payment: custom

  Adds a payment to the shopping cart using the specified custom payment method.

• Action
  Shopping cart - add payment: gift card

  Adds a gift card payment to the shopping cart.

• Action
  Shopping cart - add payment: stored credit card

  Adds a stored credit card payment to the shopping cart.

• Action
  Shopping cart - checkout

  Submits the shopping cart for checkout.

• Action
  Shopping cart - create

  Initializes a new shopping cart. Emits a cart ID that must be passed into other shopping cart actions to add items to the cart and checkout.

• Action
  Shopping cart - delete

  Deletes the specified cart from the database.

• Action
  Shopping cart - get totals

  Calculates the total amount of the cart.

• Action
  Terminate Client Contract

  Ends a client's contract in MINDBODY on a set termination date, with an optional termination code and comments.

• Action
  Two-way sync add or update a client

  An action for two-way syncing new and updated clients, with enhanced on-the-fly mapping using client email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

• Action
  Update appointment

  Updates an existing appointment

• Action
  Update client

  Updates a client by ID.

• Action
  Update client id

  Updates an existing client's id. An error occurs if the id cannot be changed, for example if it already exists.

• Action
  Update Client Service Dates

  Changes the expiration date, and optionally the active date, of a pricing option (pass, membership or class pack) on a client's account.

• Action
  Update client visit

  Updates a client visit.

• Action
  Update client with on-the-fly custom field id lookup

  Updates a client by ID. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if a custom field does not exist.

• Action
  Update product price

  Updates the price of the specified product.

• Action
  Update sale date

  Updates the date of the specified sale.

• Action
  Update service price

  Updates the price of the specified service.

• Action
  Update staff

  Updates an existing staff member

• Action
  Upload client document

  Uploads a client document from the provided URL. NOTE: the file must be no larger than 4MB

• Action
  Upload client profile photo

  Uploads a client's profile photo from the provided URL. NOTE: the image file must be no larger than 4MB

• Action
  Add Attachment To List Item

  Tool to add an attachment to a SharePoint list item. Use when you need to upload a binary file as an attachment to a specified list item.

• Action
  Add Default View Field

  Add one existing field to a SharePoint list's default view. This changes view membership but does not create or modify the field itself.

• Action
  Add Field Link To Content Type

  Tool to add a field link to a list content type. Use when you want to associate an existing list field with a content type.

• Action
  Add Role Assignment To Item

  Tool to add a role assignment to a list item. Use when granting specific permissions to a user or group after breaking inheritance if needed. This action is externally visible and permanently alters item permissions; obtain explicit human approval for the target item and `role_definition_id` before executing.

• Action
  Add Role Assignment To List

  Tool to add a role assignment to a SharePoint list. Requires the list to have broken role inheritance first via SHARE_POINT_BREAK_ROLE_INHERITANCE_ON_LIST; inheriting lists will reject unique role assignments. Use when granting permissions to a user or group on a specific list.

• Action
  Break Role Inheritance On Item

  Tool to break permission inheritance on a list item. Call this before adding new role assignments; adding assignments prior leaves the item still inheriting parent permissions, causing unexpected access behavior. Use when you need to uniquely set permissions on an item after copying or clearing parent assignments.

• Action
  Break Role Inheritance On List

  Breaks permission inheritance on a SharePoint list, allowing you to set unique permissions. When you break inheritance, you can choose to: - Copy parent permissions as a starting point (copy_role_assignments=true) - Start fresh with no inherited permissions (copy_role_assignments=false) - Clear unique permissions on child items to re-inherit from this list (clear_subscopes=true) Use this when you need to manage list-level permissions independently from the site. Must be called before SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST, which fails on lists still inheriting from the parent site.

• Action
  Check In File

  Tool to check in a file. Use after uploading or editing a document and you're ready to finalize changes.

• Action
  Check Out Site Page

  Check out a modern SharePoint page by its positive Site Pages list-item ID.

• Action
  Clear Default View Fields

  Remove every field from a SharePoint list's default view without deleting the fields themselves. This is a destructive view-configuration operation; use it only when the entire current default-view layout should be cleared.

• Action
  Copy Drive Item

  Start an asynchronous copy of a drive item and return Microsoft's monitor URL. A successful call means the copy was accepted, not completed; inspect the monitor outside this action until it reports completed or failed.

• Action
  Create Content Type

  Tool to create a new content type in SharePoint. Use when you need to define a custom content type with specific metadata structure for lists or libraries.

• Action
  Create Drive Item Sharing Link

  Tool to create a sharing link for a drive item in SharePoint or OneDrive. Use when you need to generate a shareable link with specific permissions (view/edit/embed) and scope (anonymous/organization/users). The link can optionally include password protection and expiration date.

• Action
  Create List Field

  Tool to create a new field (column) in a SharePoint list. Use when you need to programmatically add a column after confirming the list GUID.

• Action
  Create List Item By Id

  Tool to create a new item in a SharePoint list using the list's GUID. Use when you have the list GUID rather than the list title.

• Action
  Create List Item In Folder

  Tool to create a list item in a specific folder within a SharePoint list. IMPORTANT: This action works ONLY with SharePoint lists (not document libraries). The folder_url can be either a server-relative URL (e.g., '/Lists/MyList') or an absolute URL. To create files in document libraries, use a different action like upload_file.

• Action
  Create List View

  Create a view in a SharePoint list selected by GUID or exact title. Optional view settings are sent only when provided.

• Action
  Create Site Field

  Create a reusable web-level SharePoint field (site column) in the selected site. Use the returned field GUID and internal name when attaching or updating the site column.

• Action
  Create Upload Session

  Create a resumable upload session for a new file and return its preauthenticated upload URL.

• Action
  Delete File Item

  Deletes a file from a SharePoint document library permanently. This action removes the specified file and moves it to the site's recycle bin. Use this when you need to remove files that are no longer needed. This action is irreversible — the file cannot be recovered once removed from the recycle bin. The operation is idempotent - attempting to delete a non-existent file will succeed without error. Requires the server-relative path of the file (e.g., '/Shared Documents/FileName.ext').

• Action
  Delete Folder

  Deletes a folder from a SharePoint document library. This action permanently removes the specified folder and moves it to the site's recycle bin. Use this when you need to remove folders that are no longer needed. The operation is idempotent - attempting to delete a non-existent folder will succeed without error. Requires the server-relative path of the folder (e.g., '/Shared Documents/FolderName').

• Action
  Delete List

  Tool to delete a SharePoint list. Use when you need to remove a list by its GUID after confirming the correct list identifier.

• Action
  Delete List By Title

  Tool to delete a SharePoint list by its title. Use when you need to permanently remove a list and all its contents by specifying the list name.

• Action
  Delete List Item

  Tool to delete a SharePoint list item. Use when you need to permanently remove an item by its ID. Use after obtaining the item's ETag to ensure concurrency control.

• Action
  Delete List Items

  Tool to delete multiple SharePoint list items in bulk. Use when you need to permanently remove multiple items by their IDs. This action is irreversible - deleted items cannot be recovered. For recoverable deletion, use the recycle action instead. Use this action when you have a list of item IDs to delete from the same list.

• Action
  Delete Recycle Bin Item Permanent

  Tool to permanently delete a SharePoint Recycle Bin item. Use after confirming the item's GUID to remove it irrevocably.

• Action
  Download File By Server Relative Url

  Tool to download a file by server-relative URL. Use when you need to fetch the raw bytes of a SharePoint file by its server-relative path.

• Action
  Ensure User

  Ensures a user exists in a SharePoint site by their login name. If the user already exists, returns their info; if not, adds them to the site — this is a write operation with a provisioning side effect, not a read-only presence check. Use when you need to add a user or get their user ID for permissions. The login name must be in SharePoint claims format (e.g., 'i:0#.f|membership|user@domain.com'). This action only registers the user in the site collection and does not grant any permissions. To assign list-level access, pass the returned Id field as principal_id to SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST.

• Action
  Follow

  Follow a SharePoint user, document, site, or tag. Use to make the authenticated user follow a specified actor. Supports following users (actor_type=0), documents (actor_type=1), sites (actor_type=2), or tags (actor_type=3).

• Action
  Get Changes

  Tool to retrieve changes from SharePoint list change log. Use when processing webhook notifications to get actual changes that occurred. Set boolean flags in query (Add, Item, Update, etc.) to filter change types. Store the ChangeToken from the last change and use as ChangeTokenStart in subsequent calls to track only new changes.

• Action
  Get Content Type

  Tool to retrieve a single SharePoint content type by its ID. Use when you need detailed information about a specific content type including its fields, forms, and metadata.

• Action
  Get Content Types For List

  Tool to retrieve all content types for a specific SharePoint list by GUID. Use when you need the content type IDs, names, and descriptions of every content type in a list.

• Action
  Get Drive By Id

  Get one SharePoint or OneDrive drive by its drive ID from the selected site endpoint.

• Action
  Get Drive Item Analytics

  Tool to get analytics for a SharePoint drive item. Use when you need to retrieve access statistics (view counts, unique viewers) for files or folders in SharePoint/OneDrive.

• Action
  Get Drive Item By Id

  Get metadata for one file or folder by drive ID and item ID from a SharePoint site or provider-derived OneDrive for Business personal-site URL.

• Action
  Get Drive Item Thumbnails By Path

  Retrieve thumbnail URL and dimension sets for a default-drive item by path.

• Action
  Get Group Users

  Retrieves all users who are members of a specified SharePoint group. This action returns user information including IDs, names, email addresses, login names, and permission details. Supports OData query parameters for filtering, sorting, field selection, and pagination. Use this when you need to audit group membership, check user permissions, or list members of a specific group.

• Action
  Get Group Users By Id

  Tool to retrieve all users in a specific SharePoint site group by group ID. Use when you have the numeric group ID and need to list all members of that group, including their IDs, names, email addresses, and permission details. Supports OData query parameters for filtering, sorting, field selection, and pagination.

• Action
  Get Item Attachment Content

  Tool to download an attachment from a SharePoint list item. Use when retrieving the binary contents of a specific attachment after confirming the list title, item ID, and filename.

• Action
  Get List By Guid

  Tool to retrieve a SharePoint list by its GUID. Use when you need to fetch list metadata by its unique identifier. Prefer over name-based lookup tools when the GUID is known, as names may collide across similarly named lists.

• Action
  Get List By Title

  Tool to retrieve a SharePoint list by its title. Use when you need to fetch list metadata by title.

• Action
  Get List Content Type By Id

  Tool to retrieve a specific content type from a SharePoint list by its ID. Use when you need detailed information about a particular content type including its fields, schema, and metadata.

• Action
  Get List Field

  Get one field definition from a SharePoint list by field GUID or exact internal name/title.

• Action
  Get List Item By Id

  Tool to retrieve a SharePoint list item by ID. Use when you need to fetch a specific item after knowing its ID.

• Action
  Get List Items

  Tool to retrieve items from a SharePoint list. Use when you need to fetch list entries with optional OData parameters.

• Action
  Get List Items By Guid

  Tool to retrieve items from a SharePoint list using its GUID. Use when you have the list's unique identifier and need to fetch list entries with optional OData parameters.

• Action
  Get List Item Version

  Tool to retrieve a specific version of a SharePoint list item. Use when you need to access historical versions of list items.

• Action
  Get Shares

  Access a shared SharePoint file or folder by share ID or encoded sharing URL without granting lasting access.

• Action
  Get Site By Hostname

  Retrieve SharePoint site information by hostname or URL. Returns site metadata including site ID, display name, URLs, and timestamps. Use this action when you need to discover a site's identifier or properties using only its hostname, which is essential for subsequent operations requiring siteId. Useful for validating site existence or obtaining site metadata without prior knowledge of internal IDs.

• Action
  Get Site By Id

  Tool to retrieve information about a SharePoint site (web) by its unique identifier. Use this action when you have a specific site GUID and need to fetch its metadata such as title, URL, language, or template information.

• Action
  Get Site Drive Item By Path

  Tool to retrieve a file or folder by its server-relative path in a SharePoint site. Use when you need to get metadata for an item (file or folder) by path.

• Action
  Get Site Page Content

  Tool to retrieve modern SharePoint Site Pages content by reading list item fields. Use when a .aspx page result cannot be downloaded as a file or when you need the structured content (CanvasContent1, LayoutWebpartsContent) of modern pages.

• Action
  Get Upload Session

  Returns the status of a resumable file upload session: which byte ranges are still expected and when the session expires.

• Action
  Get User Effective Permissions On Web

  Get a user's effective permissions on the current SharePoint site (Web). This action retrieves the combined permissions a user has on the site, taking into account direct permissions, group memberships, and permission inheritance. Use this when you need to verify what permissions a user or group has before performing operations. The response contains permission masks as 64-bit integers split into high and low 32-bit values. A value of "0" for both means no permissions. Returns site-level permissions only; list-level or item-level grants and restrictions are not reflected.

• Action
  Get Webhook Subscriptions

  Tool to retrieve all webhook subscriptions on a SharePoint list. Use when you need to view existing webhook configurations for a list.

• Action
  Is Followed

  Tool to check if the current user is following a specified actor. Use when verifying follow status before performing follow or unfollow operations.

• Action
  List Content Type Field Links

  Returns the field links (columns) attached to a SharePoint site content type.

• Action
  List Default View Fields

  List the field internal names currently displayed in a SharePoint list's default view. Use this before adding or clearing default-view fields, and use SHARE_POINT_LIST_LIST_COLUMNS when full field definitions are needed.

• Action
  List Drive Children

  Tool to list children (files and folders) in a SharePoint drive using REST API v2.0. Use when you need to enumerate items in a drive's root folder or a specific folder within the drive.

• Action
  List Drive Item Permissions

  List effective sharing permissions for one drive item. This returns drive-item sharing/link permissions, not SharePoint web role assignments; non-owners may receive only permissions that apply to them.

• Action
  List Drive Item Versions

  List retained versions of a SharePoint drive item, newest first.

• Action
  List Drive Recent Items

  Tool to list recently modified items in a SharePoint drive using Microsoft Graph API. Returns files and folders from the root folder sorted by modification time (most recent first). Note: This action uses the /root/children endpoint with $orderby=lastModifiedDateTime desc to retrieve recently modified items from the root folder.

• Action
  List Files In Folder

  Tool to list files within a SharePoint folder (non-recursive; does not enumerate subfolders). Use when you need to enumerate all files in a folder by its server-relative URL. To cover nested structures, call the tool separately for each subfolder.

• Action
  List Item Attachments

  Tool to list all attachments for a SharePoint list item. Use when you need to retrieve filenames and server-relative URLs of each attachment after confirming the list title and item ID.

• Action
  List List Columns

  List column definitions for a SharePoint list. First use SHARE_POINT_LIST_ALL_LISTS on the target site to obtain the list Id, then call this action with that list_id and the same site_name. Returns field metadata including column names, types, and properties.

• Action
  List List Views

  List saved views for a SharePoint list selected by GUID or exact title, with optional OData projection, filtering, sorting, and offset pagination.

• Action
  List Scoped Role Assignments

  List principals and expanded permission-level bindings on a SharePoint list or list item. The delegated user must have a permission level containing Enumerate Permissions on the selected resource.

• Action
  List Subfolders In Folder

  Tool to list immediate child folders within a SharePoint folder. Use when you need folder navigation or directory discovery by server-relative URL.

• Action
  Publish Site Page

  Publish the latest version of a modern SharePoint site page by its positive item ID.

• Action
  Recycle File

  Tool to move a file to the Recycle Bin. Use when you need to recycle a file after confirming its folder and filename paths.

• Action
  Recycle List Item

  Tool to move a list item to the Recycle Bin. Use when you need to soft-delete an item but preserve the ability to restore it.

• Action
  Redeem Share

  Redeem a SharePoint sharing link and grant the connected account durable access to the shared file or folder.

• Action
  Rename Folder

  Renames a SharePoint folder by updating its list item metadata. To use this action: 1. Provide the folder path and new leaf folder name. 2. The action updates the folder list item fields needed by SharePoint. The rename operation updates both the folder's display name (Title) and actual name (FileLeafRef). Note: This only changes the folder name, not its location in the hierarchy.

• Action
  Render List Data As Stream

  Retrieve list items from SharePoint with rich metadata and formatting. Returns items in the 'Row' array along with pagination info (FirstRow, LastRow, NextHref). Supports CAML queries via ViewXml for filtering and sorting. Use this when you need list data with properly formatted field values, lookup fields, or managed metadata - more capable than standard OData endpoints.

• Action
  Resolve Sharing Link

  Resolve a SharePoint sharing URL or provider share token to its underlying drive item. Provide exactly one of sharing_url or share_token.

• Action
  Restore Drive Item Version

  Tool to restore a previous version of a SharePoint drive item. Use when you need to revert a file to an earlier version.

• Action
  Restore Recycle Bin Item

  Tool to restore a SharePoint Recycle Bin item. Use when you need to recover a deleted item by providing its GUID.

• Action
  Search Files

  Search for files across all SharePoint sites and OneDrive using Keyword Query Language. Returns files matching the query with metadata like title, path, size, author, and modification time. Use this action when you need to discover files broadly across an organization without knowing specific drive IDs or site locations. Results are automatically filtered to show only document content types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or query contains an equivalent Path restriction. Use from_index and row_limit parameters to paginate through large result sets.

• Action
  Search Query

  Search SharePoint content using Keyword Query Language (KQL). Returns documents, list items, folders, and other content matching your query. Supports filtering by properties (file type, author, date), pagination, and custom property selection. Results are nested under PrimaryQueryResult→RelevantResults→Table→Rows→Cells as Key/Value pairs requiring explicit extraction. Results are security-trimmed: inaccessible content never appears even if it exists. Use contentclass (e.g., STS_Site, STS_Web, STS_ListItem_DocumentLibrary) in querytext to isolate specific item types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or querytext contains an equivalent Path restriction.

• Action
  Sharepoint Check Out File

  Tool to check out a file in a document library. Use when you need to lock a file before making changes.

• Action
  Sharepoint Create Folder

  Creates a new folder in sharepoint using the rest api.

• Action
  Sharepoint Create List

  Creates a new list in sharepoint using the rest api.

• Action
  Sharepoint Create List Item

  Creates a new item in a sharepoint list.

• Action
  Sharepoint Create User

  Creates a new user in sharepoint.

• Action
  Sharepoint Find User

  Finds a user in both microsoft graph and sharepoint to verify their existence and status.

• Action
  Sharepoint Remove User

  Removes a user from sharepoint. will not fail if user doesn't exist.

• Action
  Undo Checkout File

  Tool to undo a file checkout, discarding any changes made while checked out. Use when you need to cancel edits and unlock the file without saving.

• Action
  Update Content Type

  Tool to update a SharePoint content type's properties such as name, description, group, or hidden status. Use when you need to modify content type metadata.

• Action
  Update Drive Item

  Tool to update the properties of a drive item (file or folder) in SharePoint using SharePoint REST API. Use when you need to rename files/folders or update their title property.

• Action
  Update File Item

  Tool to update metadata fields on a SharePoint file item via its ListItemAllFields. Use this action when you need to modify document properties, custom columns, or metadata without changing the file content itself. This operates on the list item behind the file, allowing you to set Title, Status, Owner, Categories, or any other library column.

• Action
  Update List

  Tool to update properties of an existing SharePoint list. Use when you need to modify list metadata such as title, description, or settings like versioning and attachments.

• Action
  Update List Field

  Update one or more mutable properties of an existing SharePoint list field identified by list and field GUID. Provide at least one of title, description, required, hidden, indexed, or enforce_unique_values. This changes the field schema for the selected list.

• Action
  Update List Item

  Tool to update fields on an existing SharePoint list item. Use when you need to modify an item's properties with proper ETag concurrency control via MERGE.

• Action
  Update List View Fields

  Add, move, or remove all fields in one SharePoint list view selected by GUID or title.

• Action
  Update Site

  Tool to update properties of the current SharePoint site (web). Use when you need to modify site title, description, or other SP.Web properties via MERGE.

• Action
  Update Site Field

  Update mutable properties of an existing SharePoint site field by GUID. Provide at least one of title, description, required, hidden, indexed, or enforce_unique_values. This changes reusable web-level schema for the selected site.

• Action
  Upload File

  Tool to upload a file to a SharePoint document library or folder. Use when you need to programmatically add or update a file in a document library.

• Action
  Upload From Url

  Tool to fetch a file from a URL and upload it to SharePoint. Use when you need to upload files directly from external URLs without downloading them to the client first. When a file with the same name already exists, use conflict_behavior to control the behavior: - 'replace': Overwrites the existing file (fails with HTTP 423 if the file is locked/open) - 'fail': Returns an error if a file with that name exists - 'rename': Uploads with an auto-generated suffix (e.g., 'report 1.docx'), bypassing file locks

• Action
  Upload Large File

  Create a direct-v2 upload session and upload one file in sequential chunks.

• Action
  Validate And Update Document Fields

  Validate and commit document-library field values for a SharePoint file. Inspect every returned HasException and ErrorMessage because HTTP 200 can include rejected fields.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.