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Microsoft SharePoint connection

The SharePoint connection is authenticated using OAuth 2.0 against Microsoft Entra ID (AzureAD). The connector supports three distin ct authentication patterns, selected via Grant Type and Credentials Type on the OAuth 2.0 field:

  • Client Credentials (Client Secret) — application-only access with no user sign-in. Best for unattended, service-to-service integrations.
  • Certificate-Based Authentication (CBA) — application-only access using a JWT assertion signed by a private certificate instead of a shared secret. Eliminates the risk of a leaked client secret.
  • Authorization Code (Delegated) — the connector acts as a signed-in user. Required when actions must be attributed to, or scoped to the permissions of, a specific user.
tip
  • Prefer Client Credentials or Certificate-Based Authentication for scheduled/unattended integration processes.
  • Use Certificate-Based Authentication when your organization's security policy disallows storing shared secrets.
  • Only use Authorization Code when the process must operate with a specific user's delegated permissions.
  • Grant the narrowest Graph API permission scope that satisfies your use case (for example, Sites.Read.All instead of Sites.ReadWrite.All for read-only integrations).

SharePoint connection tab

The following are the fields when authenticating with OAuth 2.0 (Microsoft Entra):

FieldRequiredTypeDescriptionExample
Graph API Base URLRequiredStringThe Microsoft Graph API base URL. Leave as the default unless connecting to a sovereign/government cloud.https://graph.microsoft.com/v1.0
Grant TypeRequiredDropdownClient Credentials or Authorization Code.Client Credentials
Credentials TypeRequired for Client CredentialsDropdownClient Secret or JWT Assertion (Certificate). Default: Client Secret.Client Secret
Authorization URLRequired for Authorization CodeStringOAuth authorization endpoint.https://login.microsoftonline.com/{tenant-id}/oauth2/v2.0/authorize
Token URLRequiredStringOAuth token endpoint.https://login.microsoftonline.com/{tenant-id}/oauth2/v2.0/token
ScopeRequiredStringFor Client Credentials/CBA: https://graph.microsoft.com/.default. For Authorization Code: Sites.ReadWrite.All Files.ReadWrite.All User.ReadWrite.https://graph.microsoft.com/.default
Client IDRequiredStringApplication (Client) ID from the Azure App Registration.4b2f1a9e-...
Client SecretRequired for Client Secret / Authorization CodeStringClient secret from the Azure App Registration.(secure field)
Signature AlgorithmRequired for JWT Assertion/CBADropdownPS256 (recommended by Microsoft) or RS256.PS256
Issuer / SubjectRequired for JWT Assertion/CBAStringThe Application (Client) ID from Azure.4b2f1a9e-...
AudienceRequired for JWT Assertion/CBAStringhttps://login.microsoftonline.com/{tenant-id}/v2.0
ExpirationOptionalIntegerJWT assertion lifetime in seconds. Default 3600.3600
Signature KeyRequired for JWT Assertion/CBABoomi Private CertificateHolds the RSA private key whose matching public certificate is uploaded to the Azure App Registration.
X.509 Certificate SHA-256 ThumbprintRequired for JWT Assertion/CBAStringIdentifies which registered certificate signed the assertion.Computed with openssl x509 -in cert.crt -outform DER | openssl dgst -sha256 -binary | base64 | tr '+/' '-_' | tr -d '='
SharePoint Site URLRequiredStringThe full URL of your SharePoint site.https://contoso.sharepoint.com/sites/finance
Connect Timeout (ms)OptionalIntegerTime to wait for a connection to establish before timing out. Default 30000.30000
Read Timeout (ms)OptionalIntegerTime to wait for a response after a connection is established. Default 60000.60000
Max RetriesOptionalIntegerMaximum retry attempts for throttled (429) and transient server (5xx) errors. Default 3.3

Test connection

You can test your connection settings before using or saving them in a process. Test Connection validates the SharePoint Site URL and your OAuth credentials by requesting the site's metadata from Microsoft Graph (GET /sites/{hostname}:{site-path}?$select=id,displayName).

If successful, you can save and use the connection. If unsuccessful, the connector returns a specific, actionable message:

note
  • 401 Authentication failed — Check the Token URL and Client ID. For Client Credentials/Authorization Code, verify the Client Secret; for JWT Bearer, verify the certificate is uploaded to the Azure AD app registration and that Issuer, Subject, and Audience are correct.
  • 403 Permission denied — The configured site is not accessible. Ensure the service principal has Sites.Read.All or site-specific read permission.
  • 404 Site not found — Verify the SharePoint Site URL is correct.
  • Timeout errors – Network issues or a slow tenant – Check firewall rules; increase Connect/Read Timeout values

For more information, refer to Microsoft identity platform authentication.

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