Microsoft 365

The Microsoft 365 integration is the Microsoft counterpart to Google Workspace. It connects per-user via OAuth.

What gets connected

• Outlook Calendar — Required for the meeting notetaker. The assistant can also reference your calendar.
• Outlook Mail — Optional. The assistant searches your mail when enabled.
• OneDrive and SharePoint — Optional. Files you have access to appear in search and chat.

Mail, OneDrive, and SharePoint are opt-in by your workspace admin from the Apps page.

Permissions requested

Only the minimum scopes for what's enabled are requested:

• Basic profile info (name, email, openid).
• Offline access so MainBranch can refresh tokens without re-prompting.
• Calendars.Read for calendar access.
• Read scopes for mail, OneDrive, or SharePoint if those integrations are enabled.

MainBranch does not request write scopes — it doesn't modify your Microsoft data.

Connecting

1. Go to Profile settings → Integrations.
2. Click Outlook Calendar (or Microsoft 365 if mail and OneDrive are enabled).
3. Sign in to your Microsoft account on the consent screen.
4. Review the requested permissions and click Accept.
5. You'll be returned to MainBranch and the integration is active.

What changes after connecting

• Upcoming meetings appear in the Meetings page.
• The notetaker can join those meetings, subject to your meeting settings.
• The assistant can search your calendar (and mail, OneDrive, SharePoint if enabled).
• Search results show Outlook, OneDrive, or SharePoint on items synced from those sources.

Disconnecting

From the same Integrations page, click Disconnect. Tokens are revoked and synced data is removed from MainBranch. Existing meeting recordings and transcripts remain.

Tenants and admin consent

If your organization restricts which third-party apps can be installed for your tenant, the first user from your tenant may need admin consent before others can connect. Your IT admin can grant that consent from the Microsoft admin center. See Workspace → Authentication for the related SSO setup.

See also

• Setting Up the Notetaker — the primary use case for the calendar connection.
• SSO with Microsoft Entra ID — for the auth side of the same provider.