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OneDrive extension

The OneDrive extension lets Strata search files in your OneDrive, read their contents, and save AI-generated exports back to any folder — including SharePoint document libraries that show up under your OneDrive.

Connect

  1. Open Settings and click the Extensions tab.
  2. On the Microsoft OneDrive tile, click Connect.
  3. A Microsoft sign-in popup opens. Sign in with the same work account you use for Strata.
  4. Approve the requested permissions (see scopes below). The popup posts a success message back to Strata, the tile flips to the connected state, and your account email appears as the tile's subtitle.

Permissions Strata requests

The OAuth flow requests the following Microsoft Graph scopes:

ScopeWhat it lets Strata do
Files.Read, Files.Read.All, Files.ReadWriteSearch, read, and write files in your personal OneDrive.
Sites.Read.All, Sites.ReadWrite.AllReach SharePoint document libraries surfaced through your OneDrive.
User.ReadRead your basic profile (display name, email) so the tile can show which account is connected.
offline_accessIssue a refresh token so the session survives access-token expiry without re-prompting you to sign in.

Tokens are scoped to your Strata session. Strata holds the access and refresh tokens encrypted in the platform database, restores them per-user when an agent runs in the background, and never exposes them to other users.

What the AI can do once it's connected

With OneDrive connected, the AI can search, browse, read, and write files on your behalf — you don't invoke anything by name; just ask in plain language. Behind the scenes it can:

  • Search for files by name or content, and rank results by relevance to your question.
  • Browse folders — list one folder's contents or walk a whole nested tree.
  • Read Excel, Word, PDF, CSV, text, and PowerPoint files (text extraction), including several in parallel for speed. Images are read with vision so the AI can describe or extract text from them.
  • Save an AI-generated file to OneDrive — to a folder you pick, or to a default Strata Exports folder if you don't.
  • List recent files and files shared with you, and look at or restore a file's earlier versions.

Try a prompt like:

  • "Find the most recent file with 'budget' in the name and tell me what's in it."
  • "Save the Excel I just generated to OneDrive in the Reports folder."
  • "Read every PDF in /Strata/Contracts and summarize the renewal terms."

When the AI saves a file, it shows you a folder picker. Pick a destination, or accept the default Strata Exports folder — Strata creates it automatically the first time something gets saved there.

Keeping styled exports consistent

When you ask the AI to "make me an Excel and save it to OneDrive", the AI calls generate_excel first to build the styled workbook server-side, then passes the resulting fileId to save_to_onedrive. This guarantees the file you download from chat and the file in OneDrive are byte-for-byte the same. If you ever see an unstyled file in OneDrive, the AI skipped generate_excel and created a basic file directly — re-prompt with "use the same styled file" and it will route through the engine.

SharePoint

SharePoint sites and document libraries you can reach through your Microsoft 365 tenant show up in Strata once OneDrive is connected — there's no separate sign-in, because the OneDrive scopes already include Sites.Read.All and Sites.ReadWrite.All. The AI can list your SharePoint sites, browse their libraries, search within a site, and read files from it. In the file picker, SharePoint sites appear under a SharePoint section alongside your OneDrive.

SharePoint is gated as its own extension. Your admin can turn it off independently from its own page (Settings → Extensions → SharePoint → Manage) even when OneDrive itself stays enabled — in that case the SharePoint section disappears and SharePoint requests are rejected.

Note

Both directions work: you can read from SharePoint and save a generated file straight into a SharePoint document library from the picker, as well as to OneDrive (including the default Strata Exports folder).

Disconnect

On the OneDrive row, open the More (three-dot) menu and click Disconnect. Strata drops the in-memory tokens, clears the stored extension token from the platform database, asks Microsoft to revoke the refresh token, and removes the OneDrive tools from the AI's toolset on the next chat or agent run. Microsoft Graph keeps the consent grant — to revoke it fully, you also need to remove Strata from My Account > Apps and services > Apps that can access your data in the Microsoft 365 portal.

What can go wrong

  • The OAuth popup closes immediately with no result — your browser blocked the popup. Allow popups for the Strata origin and retry.
  • "OneDrive access is disabled by your organization administrator." — the onedrive extension has been removed from your org's allowed extensions. Contact your admin.
  • The popup says "Connection failed" — usually consent was denied, the wrong Microsoft account was used (a personal Microsoft account instead of a work / school account), or your tenant admin has not approved Strata's app registration. Retry with the correct account, and if the issue persists ask IT to approve the app.
  • Strata says it can't find a file you know exists — the file may be in a SharePoint library you no longer have access to, or under a tenant other than the one you authorized. Try opening the file in OneDrive on the web while signed in with the same account.
  • "SharePoint access is disabled by your organization administrator." — OneDrive is connected, but your admin has turned off the separate SharePoint extension from Settings → Extensions → SharePoint → Manage. Your personal OneDrive still works; contact your admin to re-enable SharePoint.
  • Files saved via save_to_onedrive look unstyled — the AI bypassed generate_excel. Re-ask the model to generate the Excel through the styled engine and then save the resulting fileId to OneDrive.

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