Connecting Microsoft SharePoint Graph API to the SysAid AI Agent Builder

Follow these steps to set up and connect your SysAid AI Agent Builder with Microsoft tools using the SharePoint Graph API AI Connection.

Setting up the connection

The connection process consists of these main steps:

1. Opening the Microsoft Entra ID Graph API AI Connection.

2. Adding the Tenant ID.

3. Generating the Client ID

4. Creating a Secret Key

5. Testing the Connection

We’ll walk you through the steps.

Step 1: Opening the SharePoint Graph API AI Connection

1. In your SysAid account, go to Settings > SysAid AI Agents> AI Agents Builder.

2. Search and select the Microsoft SharePoint Graph API AI Connection in the lift to the left.

3. You’ll see 3 fields to fill in: Tenant ID, Client ID, and Client Secret.

We’ll walk you through finding these details and adding them to the AI Agent Builder to connect it to the SharePoint Graph API.

Keep your SysAid account open in one tab and open a new tab to connect to your Azure portal.

Step 2: Adding the Tenant ID

1. Log in to Azure and navigate to Azure Services.

2. Select Microsoft Entra ID.

3. In the Overview section, copy the Tenant ID.

4. Back in SysAid, paste the copied ID into the Tenant ID field within the AI Connection.

Step 3: Generating the Client ID

1. In Azure, go to Manage > App Registrations.

2. Click + New Registration.

3. Enter a name for your application, for example, "SysAid AI Agent Builder - SharePoint" 

4. Keep the default settings and click Register.

5. Scroll down to API Permissions and click + Add a permission > Microsoft Graph > Application permissions.

6. Add the Sites.Selected API Permission.

   Please note:

   You can select additional permission if you’d like to create custimized AI Agents. For the first list of Microsoft Graph API permissions,  go to Microsoft Learns.

7. Click Add Permission.  

8. Select Grant admin consent for SysAid to finalize permissions.  

9. Return to the App Registration section and select the newly created application.

10. Copy the Application (Client) ID from the Overview section.

11. Back in SysAid, paste this ID into the Client ID field.

Step 4: Creating a Secret Key

1. In Azure, go to Manage > App Registration and select the newly created application.

2. Go to Certificates & Secrets under the Manage menu.

3. Click + New Client Secret.

4. Add a description and select an expiration date for the secret.

5. Click Add to generate the key.

6. Copy the Secret Value (displayed only once).

7. Back in SysAid, paste the value into the "Client Secret" field.

Step 5: Testing the Connection

Once the Tenant ID, Client ID, and Client secret are set:

1. Click on Test in the AI Agent Builder.

2. Wait for confirmation that the test was successful.

You are now ready to leverage the SysAid AI Builder’s capabilities to automate workflows and enhance productivity.

Please note:

If the test fails, please recheck the details and try again. If the issue persists, contact support.

Next steps

You can now use the prebuilt AI Agents or create your own AI Agent from scratch.

To view all available prebuilt AI Agents, see Prebuilt AI Agents Overview.