SharePoint Data Source

Bring your SharePoint documents into Agent Factory so your team can instantly find answers from the content you already trust.

Configure a SharePoint Data Source

  1. Pick SharePoint as the data source type.

  2. Provide a Source name and short Description so it’s recognizable later.

  3. Specify the SharePoint folder/file Endpoint URL the agent will crawl/ingest.

  4. Provide client credentials for authentication.
    • Client ID
    • Tenant ID
    • Client Secret

  5. (Optional) To reduce irrelevant content before indexing, set below parameters:

    • Exclude file extensions
    • URL filters

  6. Set Crawl frequency (in days) to control how often the agent revisits this endpoint, and use Crawl depth to control how many layers of content you want the agent to crawl.

  7. (Optional) Provide a Proxy URL if access requires an enterprise proxy.

See Data Sources Troubleshooting for information about data source-related statuses and errors.

Permissions and Network Requirements

The configured SharePoint application credentials must be allowed to read the sites, folders, and files that you want Agent Factory to ingest. Use the minimum permissions required for read-only document access.

Agent Factory connects to SharePoint from the application container. If the deployment is behind an enterprise firewall, configure the required egress route or proxy before testing the source.

Troubleshooting SharePoint Sources

Symptom Check
Authentication fails Verify tenant ID, client ID, client secret, and application permissions.
Test connection succeeds but files are missing Confirm that the app registration has access to the target site or folder.
Ingestion is slow Narrow the endpoint, reduce crawl depth, or add exclude filters.
Proxy-related failures occur Verify the proxy URL and the global proxy settings in Configure Proxy.