Add Sharepoint

📋 Shared Instructions: shared-instructions.md - Cross-cutting concerns.

References:

• sharepoint-reference.md - Column encoding, choice fields, lookups, API patterns (CRITICAL)
• api-authentication-reference.md - Graph API auth, token, site ID
• list-management-reference.md - Query, create, extend lists and columns

Add SharePoint

Two paths: existing lists (skip to Step 6) or new lists (full workflow).

Workflow

1. Check Memory Bank → 2. Plan → 3. Setup Graph API Auth → 4. Review Existing Lists → 5. Create Lists → 6. Get Connection ID → 7. Discover Sites → 8. Discover Tables → 9. Add Connector → 10. Configure → 11. Build → 12. Update Memory Bank

Step 1: Check Memory Bank

Check for memory-bank.md per shared-instructions.md.

Step 2: Plan

Ask the user:

1. Which SharePoint list(s) do they need?
2. Do the lists already exist on their site, or do they need to create new ones?

If lists already exist: Skip to Step 6.

If creating new lists:

• Ask about the data they need and design an appropriate schema
• Reuse existing lists when possible (don't duplicate)
• Enter plan mode with EnterPlanMode, present the list designs with columns and types
• Get approval with ExitPlanMode

Step 3: Setup Graph API Auth (if creating lists)

See api-authentication-reference.md for full details.

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az account show   # Verify Azure CLI logged in

$api = Initialize-SharePointGraphApi -SiteUrl "https://<tenant>.sharepoint.com/sites/<site-name>"
$headers = $api.Headers
$siteId = $api.SiteId

Requires Sites.Manage.All permission.

Step 4: Review Existing Lists (if creating lists)

Always query existing lists first before creating:

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$existingLists = Invoke-RestMethod -Uri "https://graph.microsoft.com/v1.0/sites/$siteId/lists?`$select=id,displayName,description,list&`$filter=list/hidden eq false" -Headers $headers

See list-management-reference.md for Find-SimilarLists, Compare-ListSchemas, and Get-ListSchema functions.

Present findings to user with AskUserQuestion:

• Lists that can be reused (already exist with matching columns)
• Lists that need extension (exist but missing columns)
• Lists that must be created (no match found)

Step 5: Create Lists (if creating lists)

Get explicit confirmation before creating. Use safe functions from list-management-reference.md:

• New-SharePointListIfNotExists
• Add-SharePointColumnIfNotExists
• Add-SharePointLookupColumn (for cross-list references)

Step 6: Get Connection ID

Find the SharePoint Online connection ID (see connector-reference.md):

Run the /list-connections skill. Find the SharePoint Online connection in the output. If none exists, direct the user to create one using the environment-specific Connections URL — construct it from the active environment ID in context (from power.config.json or a prior step): https://make.powerapps.com/environments/<environment-id>/connections → + New connection → search for the connector → Create.

Step 7: Discover Sites

List available SharePoint sites the user has access to:

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pa connector list-datasets --connector sharepointonline -c <connection-id>

Present the sites to the user and ask which one(s) they want to connect to. If the user already specified a site URL, confirm it appears in the list.

If pa connector list-datasets fails or returns no results:

• Auth error: Run pa auth logout (or power-apps logout on power-apps-only projects), then retry — the CLI will re-prompt browser login.
• Empty list: Confirm the connection ID is for a SharePoint Online connection and the user has access to at least one site. STOP if the list is empty after confirming.
• Any other non-zero exit: Report the exact error output. STOP.

Step 8: Discover Tables

For each selected site, list the available lists and document libraries:

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pa connector list-tables --connector sharepointonline -c <connection-id> -d '<site-url>'

If pa connector list-tables fails or returns no results:

• Confirm the site URL from Step 7 is exact (copy from the output — do not retype).
• If still empty, the user may not have access to that site's lists. Ask them to verify permissions in SharePoint.
• Any other non-zero exit: Report the exact error output. STOP.

Present the tables to the user and ask which ones they want to add. Suggest tables that look relevant to their use case (based on memory bank context or the user's stated requirements). If lists were created in Step 5, they should appear here.

Step 9: Add Connector

SharePoint is a tabular datasource -- requires -c (connection ID), -d (site URL), and --table (list name):

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pa app add data-source --connector sharepointonline -c <connection-id> -d '<site-url>' --table '<table-name>'

Run the command for each list or library the user selected. The -d (dataset) is the SharePoint site URL from Step 7, --table is the list/library name from Step 8.

Step 10: Configure

Read sharepoint-reference.md before writing any SharePoint code -- column encoding, choice fields, and lookups have critical gotchas.

Common operations:

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// Get items from a SharePoint list
const items = await SharePointOnlineService.GetItems({
  dataset: "https://contoso.sharepoint.com/sites/your-site",
  table: "Your List Name"
});

// Create a new list item
await SharePointOnlineService.PostItem({
  dataset: "https://contoso.sharepoint.com/sites/your-site",
  table: "Your List Name",
  item: {
    Title: "New Item",
    Description: "Item description",
    Status: "Active"
  }
});

// Get files from a document library
const files = await SharePointOnlineService.ListFolder({
  dataset: "https://contoso.sharepoint.com/sites/your-site",
  id: "Shared Documents" // Library name or folder ID
});

// Get file content
const content = await SharePointOnlineService.GetFileContent({
  dataset: "https://contoso.sharepoint.com/sites/your-site",
  id: "file-server-relative-url"
});

Key points:

• dataset is always the full SharePoint site URL
• table is the list display name for list operations
• List column names in the API may differ from display names (spaces become _x0020_, special chars encoded)
• Document library operations use folder/file IDs or server-relative URLs
• Choice columns use string values, not integer picklist codes (unlike Dataverse)

Use Grep to find specific methods in src/generated/services/SharePointOnlineService.ts (generated files can be very large -- see connector-reference.md).

Step 11: Build

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npm run build

Fix TypeScript errors before proceeding. Do NOT deploy yet.

Step 12: Update Memory Bank

Update memory-bank.md with: connector added, site URL, lists/libraries configured (or created), build status.