ceven

SharePoint

Syncs documents and list items across your organization, automates folder architecture for new projects, and manages user access to internal knowledge bases.

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Why use Ceven?

  1. AI native SharePoint integration

    • Describe the outcome and Ceven picks the right SharePoint calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your SharePoint data, across all 86 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke SharePoint access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in SharePoint, when, and on whose behalf.
    • The agent pauses and asks when SharePoint is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach SharePoint.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every SharePoint action to support review and sign off.

Supported tools

Every action Ceven's agents can run on SharePoint, and when to use it.

Create folder
Use this when you need to establish a new directory for a project or client to keep documents organized.
Create list
Set up a new SharePoint list to track assets, issues, or project milestones for a specific team.
Create list item
Add a new entry to an existing SharePoint list. Use this to log a new task or update a record.
Create user
Add a new user to the SharePoint environment to grant them access to sites and libraries.
Find user
Pull user details from Microsoft Graph and SharePoint to verify their identity and current status.
Remove user
Revoke a user's access to SharePoint. This action does not fail if the user is already gone.
Get file content
Pull the raw data from a specific document to allow the agent to read or summarize the text.
Update list item
Modify an existing item in a SharePoint list when a status changes or new info arrives.
List folder contents
Pull a list of all files and subfolders within a specific directory to map out a project.
Search documents
Query the SharePoint index for files containing specific keywords or metadata tags.
Set permissions
Manage who can read or edit a specific folder or site to maintain data security.
Move file
Relocate a document from one folder to another during a project lifecycle change.
Create SharePoint Folder
Creates a new folder in sharepoint using the rest api.
Create SharePoint List
Creates a new list in sharepoint using the rest api.
Create SharePoint List Item
Creates a new item in a sharepoint list.
Create SharePoint User
Creates a new user in sharepoint.
Find SharePoint User
Finds a user in both microsoft graph and sharepoint to verify their existence and status.
Remove SharePoint User
Removes a user from sharepoint. will not fail if user doesn't exist.

18 actions · scroll to see them all

Frequently asked questions

Ceven operates using the permissions granted to the OAuth token during the connection process. If the connecting user has site owner rights, the agent can manage folders and users. If the user has read only access, the agent cannot create lists or folders. We recommend using a dedicated service account with the minimum viable permissions required for your specific workflows. This ensures that the agent cannot accidentally delete critical site collections or modify root level settings that should remain locked. You can audit every action the agent takes in the Ceven logs to see exactly which API calls were made and which SharePoint site was targeted.
Yes. Ceven uses a combination of webhooks and polling to detect when new files land in a specified SharePoint library. When a file is uploaded, the agent can automatically trigger a sequence, such as extracting the text for a summary, notifying a channel in Slack, or updating a corresponding row in a SQL database. You can filter these triggers by folder or by file extension to ensure the agent only reacts to specific types of documents. This allows you to build a fully automated intake pipeline where the act of saving a file to SharePoint starts the entire business process.
Ceven is built specifically for SharePoint Online via the Microsoft Graph API and the SharePoint REST API. We do not currently support on premise installations because they require complex VPN tunnels or local agent installations that break the cloud native security model of our platform. If you are in the process of migrating to the cloud, you can connect your new SharePoint Online environment immediately. Once your data is moved from the local server to the cloud, all your existing document libraries will be available for the agent to index and manage through our standard OAuth connection flow.
Microsoft imposes strict throttling limits on the Graph API to protect service stability. When Ceven detects a 429 Too Many Requests response, it automatically implements an exponential backoff strategy. The agent pauses the workflow, waits for the duration specified in the Retry After header, and then attempts the call again. For very large bulk operations, such as migrating thousands of list items, Ceven queues the requests and spreads them over a longer window to avoid triggering a hard block. You will see a pending status in your workflow dashboard if a process is being throttled by Microsoft.
Yes. When the agent pulls a file from SharePoint, it uses a processing layer to extract text from common formats like DOCX and PDF. Once the text is extracted, the agent can perform tasks like summarizing the document, checking for missing clauses, or extracting specific data points to fill into a SharePoint list. Note that scanned PDFs without an OCR layer may require an additional processing step. The agent handles the conversion in a secure memory buffer and does not store the raw file content permanently, ensuring your sensitive corporate documents remain within your Microsoft security boundary.
Ceven can navigate nested folders and multiple site collections by using the unique site ID and folder path. When you set up a workflow, you can either hard code a specific path or tell the agent to search for a folder with a specific name. The agent is capable of walking the folder tree to find the correct destination for a file. If your organization uses a very deep hierarchy, we recommend using the search action to find the target ID first, as this is more efficient than recursive listing and reduces the number of API calls made to the Microsoft servers.
While SharePoint supports very large files, the Microsoft Graph API and Ceven have practical limits for text extraction. For files larger than 50MB, the agent may struggle to load the entire content into the model context window. For these cases, we recommend using the agent to move or rename the file rather than reading its contents. If you need to analyze a massive document, the agent can pull specific chunks of the file or rely on SharePoint metadata for routing decisions. This ensures the workflow remains performant and does not time out during the data transfer phase.
Currently, Ceven can create new lists and add items to existing lists, but it cannot modify the schema of an existing list to add new columns. You must define your columns and data types within the SharePoint interface first. Once the columns are created, the agent can read from them and write data to them seamlessly. This limitation exists to prevent the agent from accidentally corrupting the data structure of your production lists. Once your list is designed and the columns are set, the agent can handle all the data entry and updates automatically.

Alternatives to SharePoint

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Google Drive logoGoogle DriveBox logoBoxDropbox logoDropbox

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Plug Ceven on top of the tools you already run. Connect SharePoint and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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