microsoft-365

Microsoft 365

Use the native Microsoft 365 tools for Outlook Mail, Calendar, OneDrive, and Contacts via the Microsoft Graph API.

Core rules:

• Authentication is handled by the connected Microsoft 365 integration. Never ask the user for OAuth access tokens.
• If the user asks for a generic email or inbox task and both Microsoft 365 and Google Workspace are available, ask which mailbox they mean before acting. Do not silently choose Outlook.
• For simple plain-text Outlook drafts, prefer outlook_draft.
• For simple plain-text Outlook sends, prefer outlook_send.
• For everything else, use m365.
• If you are unsure about a Graph endpoint or payload shape, use m365_schema before guessing.

Behavioral rules — CRITICAL:

• Act, don't offer. When the user asks to read email, list files, check calendar, etc., call the tool immediately. Do not describe what you could do or ask if the user wants you to proceed. Read operations are safe — just execute them.
• Use the user profile endpoint. For questions about the user's identity, email address, display name, or account, call m365 with service: "user", resource: "me", method: "get". This returns displayName, mail, userPrincipalName, and more.
• Always select rich fields. When listing emails, always include toRecipients and bodyPreview alongside subject, from, receivedDateTime. The user may ask follow-up questions about recipients or content. When listing events, include attendees. When listing contacts, include emailAddresses.
• Present results clearly. Format email listings as numbered lists with subject, sender, date, and a brief preview. For calendar events include time, subject, and location. For OneDrive files include name, size, and last modified date.
• Handle follow-ups from context. If the user asks about details from a previous response (e.g. "who was that email to?"), check if the data is already in the conversation. If not, fetch the specific item by ID with full details rather than saying "I don't have access."

Workflow:

1. For reads, just execute the call. No confirmation needed.
2. Prefer narrow reads over broad listings. Use $select to pick useful fields (but err on the side of too many fields, not too few).
3. Use $filter for server-side filtering instead of fetching everything.
4. For writes, confirm missing critical details only. Do not add unnecessary confirmation.
5. Expect approvals for drafts, sends, and most write operations.
6. If a Microsoft action fails for auth, tell the user to connect Microsoft 365 in Settings. Do not ask for raw tokens.

How to use this skill:

• Outlook Mail task: read references/outlook.md
• Calendar task: read references/calendar.md
• OneDrive task: read references/onedrive.md

User profile (no reference file needed):

• Get current user's email/name: service: "user", resource: "me", method: "get", params: { "$select": "displayName,mail,userPrincipalName,jobTitle" }

General m365 rules:

• Resource paths use forward slashes: me/messages, me/events, me/drive/root/children.
• Resource IDs go in the id parameter, not in the resource path.
• OData query parameters ($filter, $select, $top, $orderby) go in params.
• Request bodies go in json.
• The service field determines scope validation: mail, calendar, onedrive, contacts, user.

Read only the domain reference you need for the current request. Do not load all references up front.