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sharepoint-site-discovery

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by openai · part of openai/plugins

Resolve the right SharePoint site, library, and folder before file work. Use when the user needs to find the right site context, browse a known site, inspect document libraries, or narrow the correct folder before fetching or editing a file.

🧩 One of 7 skills in the openai/plugins package — works on its own, and pairs well with its siblings.

This is the playbook your agent receives when the skill activates — you don't need to read it to use the skill, but it's here to audit before installing.

SharePoint Site Discovery

Use this skill when the main job is locating the right SharePoint site, drive, or folder before file analysis or editing.

Start Here

  • Treat SharePoint discovery as site-scoped, not user-recency-scoped.
  • Use search(query="...") for keyword search.
  • Use search(query=None, hostname=..., site_path=..., folder_path=...) for browse mode.
  • Use get_site(...) and list_site_drives(...) when the user knows the site but not the right library.

Workflow

  1. If the user names a SharePoint hostname and site path, validate them with get_site(...).
  2. If the site is known but the right library is not, use list_site_drives(...) to inspect the site-scoped document libraries.
  3. If the user wants to browse a known folder or library, use search(query=None, hostname=..., site_path=..., folder_path=...) and inspect the immediate children.
  4. If the user wants to find a file by keyword, use search(query="..."), then narrow with hostname, site_path, or folder_path when the scope is known.
  5. Preserve the exact returned url, site, drive, and folder context so later fetch, update_file, or upload_file calls use the resolved destination instead of a guessed path.
  6. When multiple plausible sites or libraries exist, present the candidates and explain the distinguishing context instead of picking silently.

Output Conventions

  • Name the exact site, library, and folder you resolved.
  • Distinguish clearly between browse results and keyword-search results.
  • When handing off to another SharePoint workflow, include the resolved url or the exact site and folder context that should be reused.

Example Requests

  • "Find the right SharePoint site for the launch checklist and show me the available document libraries."
  • "Browse the ops site and narrow me to the folder that contains the Q2 roadmap files."
  • "Search SharePoint for the pricing workbook, but keep the search inside the finance site."