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Add SharePoint list as a knowledge source for Agent Builder - #105

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Danipocket merged 10 commits into
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users/sophieroy/sharepoint-list-knowledge
Jul 7, 2026
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Add SharePoint list as a knowledge source for Agent Builder#105
Danipocket merged 10 commits into
mainfrom
users/sophieroy/sharepoint-list-knowledge

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@sophie-roy3

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Summary

Documents single SharePoint list support in Agent Builder knowledge sources (now GA, works alongside other knowledge sources).

Changes to docs/agent-builder-add-knowledge.md:

  • Add SharePoint list to the You can add summary and the SharePoint/OneDrive limits (up to one list per agent).
  • New list-specific limits: max 20,000 items (rows); attachment and lookup columns aren't supported; selecting a site doesn't ground the agent on lists in that site.
  • Note that you can paste a list URL and use the Recent lists option in the file picker.

Work items

🤖 Generated with Claude Code

Document single SharePoint list support in Agent Builder knowledge:
- List SharePoint list in the 'You can add' summary and SharePoint/OneDrive limits (up to one list per agent)
- Add list-specific limits: 20,000 item (row) max, attachment/lookup columns unsupported, site selection doesn't ground on lists
- Note URL paste and the 'Recent lists' picker option for adding a list

Doc request: https://dev.azure.com/bacx/content/_workitems/edit/47095

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

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Pull request overview

Documents the newly GA support for using a single SharePoint list as a knowledge source in Agent Builder, alongside existing website/SharePoint/OneDrive/Teams sources.

Changes:

  • Adds SharePoint lists to the “You can add” knowledge source summary and the browse picker description.
  • Documents SharePoint list limits (one list per agent; max 20,000 items; unsupported list features) and clarifies list selection behavior.
  • Adds guidance for adding a list via URL and via the picker’s “Recent lists” entry.

Comment thread docs/agent-builder-add-knowledge.md Outdated
When you reference a SharePoint list, the following limits apply:

- A SharePoint list can have a maximum of 20,000 items (rows).
- Referencing attachment columns or lookup columns in SharePoint lists isn't supported.

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Thanks. The combined "attachment columns or lookup columns isn't supported" phrasing is the verbatim wording in the Microsoft 365 Copilot support article Refer to specific files and more in Microsoft 365 Copilot, which is the matching surface for Agent Builder (same 20,000-item limit). To address your point about precision, I split the line and added the canonical behavior from Copilot Studio quotas and limits: the Attachments column isn't indexed or reasoned over (the list still indexes; the agent just doesn't answer from attachment contents). Updated in 8739672.

Comment thread docs/agent-builder-add-knowledge.md Outdated
Comment on lines +91 to +93
Enter a URL for a SharePoint site, folder, or file, such as `contoso.sharepoint.com/sites/policies`. The agent searches the URL and subpaths. For example, a URL such as `contoso.sharepoint.com/sites` also includes subpaths like `contoso.sharepoint.com/sites/policies`. The agent uses relevant information to provide a targeted response.

You can also enter a URL for a SharePoint list. Copy the link to the list and paste it as the URL.

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Good catch. Updated in 62727bd: the list-URL guidance now tells users to paste a direct link to the specific list (not a filtered or grouped view, which is where query parameters come from), and explicitly notes that entering a SharePoint site URL doesn't include the lists in that site — consistent with the grounding limitation above.

Sophie Roy (sophie-roy3) and others added 6 commits June 9, 2026 19:08
Address Copilot review feedback: a site URL doesn't include the lists in
that site, and a direct list link (not a filtered/grouped view) should be
pasted as the URL.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
…rePoint lists

Add two SharePoint list limitations from the canonical limits docs:
- Document libraries aren't supported as lists.
- The Attachments column isn't indexed or reasoned over (list still indexes; no responses from attachment contents).

Split the former combined attachment/lookup line so the Attachments behavior is stated precisely and doesn't contradict the new note.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Add 50 MB raw-text limit alongside the 20,000-item cap, with truncation behavior
- Invert column behavior: lookup columns aren't indexed; attachment columns aren't supported
- Remove the document libraries note (not a SharePoint list)
- URL guidance: use the Share or Copy link button on the list

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

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Pull request overview

Copilot reviewed 1 out of 1 changed files in this pull request and generated 4 comments.

Comment thread docs/agent-builder-add-knowledge.md Outdated
Comment thread docs/agent-builder-add-knowledge.md
Comment thread docs/agent-builder-add-knowledge.md Outdated
Comment thread docs/agent-builder-add-knowledge.md Outdated
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
Comment thread docs/agent-builder-add-knowledge.md Outdated
Co-authored-by: Danipocket <88507770+Danipocket@users.noreply.github.com>
@Danipocket Danipocket added the documentation Improvements or additions to documentation label Jul 7, 2026
@Danipocket
Danipocket merged commit c466b96 into main Jul 7, 2026
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Danipocket deleted the users/sophieroy/sharepoint-list-knowledge branch July 7, 2026 17:57
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4 participants