Set Up Your SharePoint Environment

Connect to FlowHunt Dashboard

1. Access FlowHunt: Log in to your FlowHunt.io dashboard.
2. Navigate to Integrations: Find the “Integrations” section in the left sidebar.
3. Select SharePoint: Click on the SharePoint integration option to begin the setup process.
4. Connect Your Microsoft Account: Authenticate with your Microsoft credentials and grant FlowHunt access to your SharePoint sites and document libraries.

Add the MCP Server

1. Navigate to MCP Servers: Go to the “MCP Servers” tab in your FlowHunt dashboard.
2. Add New Server: Click “Add New MCP Server”.
3. Select SharePoint MCP Server: Choose “SharePoint MCP Server” from the available options.
4. Configure Server Tools: Select the tools you want to enable for your MCP server.

5. Finalize Setup: Click “Add MCP Server” to complete the configuration.

📝 Note: You can modify or add tools later based on your evolving SharePoint management and collaboration needs.

Connect MCP Server to Client

Configure the MCP Client

1. Access Connect Tab: Navigate to the “Connect” tab in your MCP Server configuration.
2. Choose Client: Select your preferred MCP client:
   • FlowHunt AI Agent (recommended)
   • Claude Desktop
   • Custom client applications
3. Apply Configuration: Use the provided JSON format:

{
  "mcp": {
    "transport": "streamable_http",
    "url": "https://mcp.flowhunt.io/••••••••"
  }
}

Security Considerations

🔒 Important: Treat your MCP server URL as a password. It provides direct access to your SharePoint data and server tools. Never share it publicly or commit it to version control.

4. Test the Connection: Verify functionality by running a test query, such as searching for sites or listing document libraries.

Create AI-Powered Workflows

You have two powerful options for implementing your SharePoint automation:

Option A: Quick Start with Preconfigured Flow

Best for: Getting started quickly with proven SharePoint automation patterns

1. Generate Flow: In your MCP Server configuration, click “Create Preconfigured Flow”.

2. Select Template: Choose “AI Agent with MCP” to create a ready-to-use workflow.

3. Customize Logic: Use FlowHunt’s visual flow builder to tailor the automation:

   • Set up automated document management and organization.
   • Configure list item creation and updates.
   • Implement site discovery and management workflows.
   • Create automated permission monitoring and reporting.

4. Activate: Save and activate your flow to begin automated SharePoint operations.

Option B: Custom Integration

Best for: Specific SharePoint requirements or existing collaboration workflow enhancement

1. Create/Edit Flow: Open FlowHunt’s flow builder and start with a new or existing flow.
2. Add MCP Component: Drag the “MCP Server Component” onto your canvas.
3. Configure Connection: Paste your MCP client configuration:

{
  "mcp": {
    "transport": "streamable_http",
    "url": "https://mcp.flowhunt.io/••••••••"
  }
}

4. Design Workflow: Create custom logic that leverages the MCP server tools:

   • Automate document organization and metadata management.
   • Generate intelligent list item creation based on business rules.
   • Implement site monitoring and permission auditing.
   • Create comprehensive SharePoint analytics and reporting dashboards.

5. Deploy: Save your configuration and activate the flow.

Conclusion

Integrating SharePoint MCP Server with FlowHunt.io creates a powerful foundation for intelligent document management and collaboration automation. Whether you’re streamlining site management, automating list operations, or enhancing document workflows, this integration empowers your AI agents to work seamlessly with your critical SharePoint data.

Start with a simple automation and gradually expand your workflows as you become more comfortable with the platform. The combination of SharePoint’s comprehensive collaboration capabilities and FlowHunt’s AI-driven automation will transform how you manage documents and collaborate across your organization.

Ready to get started? Begin your integration today and unlock the full potential of AI-powered SharePoint automation!