Configure SharePoint AI Assistant for WordPress

Overview

The SharePoint AI Assistant allows WordPress users to interact with SharePoint content using natural language. Users can search SharePoint sites, ask questions about documents and folders, generate summaries of supported files and folders, retrieve document metadata, and view the sources used to generate responses.

The assistant uses Microsoft permissions to determine what content can be accessed and only returns information available to the currently logged-in user. Users can access only the SharePoint content they are permitted to view based on their Microsoft account permissions.

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Pre-requisites

Before configuring the SharePoint AI Assistant, ensure that the following requirements are met:

• WordPress Administrator access
• Our Embed SharePoint OneDrive Documents plugin installed and activated
• A working Microsoft SharePoint connection configured in the plugin (If you have not configured the SharePoint integration yet, follow the setup guide)
• Users connected to Microsoft through Manual or Automatic User Connection (for user-specific access)

Note: For WordPress 6.9 and earlier versions, install and activate the MCP Adapter plugin for WordPress.

Configuration Steps

Step 1: Enable SharePoint AI Actions

• Navigate to SharePoint Plugin >> AI Assistant tab.

• Scroll down and click on the Ability Configuration.
• Enable the SharePoint AI Actions toggle.
• Save the configuration.

Once enabled, the plugin exposes SharePoint AI capabilities that can be accessed through the shortcode and external AI clients.

Step 2: Configure an AI Provider

The AI Assistant requires an AI provider to generate responses, summaries, and document insights. Choose one of the following configuration methods:

• WordPress Connectors
• Plugin API Key

Recommended for WordPress 7.0 and above versions, where AI Client and Connectors are available.

Select an AI Provider

• Navigate to SharePoint Plugin >> AI Assistant tab.
• Scroll down to the Configure Setup section.
• Select the preferred AI provider from the AI Provider dropdown.
• Click Configure Connector button.

You will be redirected to the Connectors configuration screen.

Install AI Plugin for WordPress

If the AI settings screen is unavailable:

• Install and activate the AI Experiments plugin for WordPress.
• Navigate to Settings >> AI tab.
• Click Enable AI features toggle to enable.

• Configure the provider for text generation, content summarization, and other AI capabilities
• Return to SharePoint Plugin >> AI Assistant tab.
• Scroll down to the Configure Setup section.
• Click Save AI Settings.

Configure the Additional Connector or LLM

• Navigate to Settings >> Connectors tab from the dashboard.

• Configure a supported provider such as OpenAI, Anthropic, or Google.
• Enter the API Key and click on the Save button. (In this guide, we have configured OpenAI)
• Click the Save AI Settings button.

Note: To remove an existing Connector or LLM, click Edit button then click Remove and Replace.

Recommended for WordPress 6.9 and below versions:

Enable API Key Mode

• Navigate to SharePoint Plugin >> AI Assistant tab.
• Select the Plugin API Key option.
• Enter the required AI provider details as shown in the table below:

AI Provider	Select the AI provider. In this setup guide, OpenAI is used.
API Key	Enter the API key obtained from your AI provider.
Model	Enter the AI model name, for example, gpt-4o-mini.

• Click the Save AI Settings button.

Note: To remove an existing API key, click Revoke API Key.

Step 3: Add the AI Assistant Shortcode

Once the AI provider is configured, add the AI Assistant to any WordPress page.

• Create or edit a WordPress page and add the shortcode: [MO_SPS_AI_SEARCH]

• Publish or update the page and open it as a logged-in WordPress user.

The AI Assistant interface will now be visible on the page.

Step 4: Test the AI Assistant

After completing the setup, try the following sample prompts:

• Search SharePoint for <document topic>
• Give me folders of <site name>
• Summarize folder <folder name>
• Fetch metadata for <file name>
• Read document text for <file name>

For eg.- Find vendor documents, Search for NDA agreements, etc

Note: Upgrade to the Premium version to unlock advanced AI capabilities, enhanced SharePoint integrations, and additional enterprise features.

Step 5: Connect External AI Clients (Optional)

The AI Assistant works directly inside WordPress without requiring an external AI client.

To enable AI agents such as Cursor, Claude Desktop, or ChatGPT to access SharePoint AI actions, configure the MCP Adapter for WordPress.

• Install and activate the MCP Adapter plugin for WordPress
• Verify that SharePoint AI Actions remain enabled in the SharePoint plugin settings.
• Configure your AI client to communicate with the MCP endpoint for WordPress. Refer to the setup guides for Cursor, Claude Desktop, or ChatGPT to complete the client configuration.

Security Considerations

The SharePoint AI Assistant is designed to follow existing Microsoft permission controls.

• Responses are generated based on the current user's Microsoft permissions.
• Users can only access SharePoint content they are authorized to view.
• App-only SharePoint credentials are not used to generate public AI responses.
• Temporary download URLs and token-based information are removed before data is sent to the AI provider.
• Users must be logged in to WordPress to access the AI Assistant.

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