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crewAI/docs/en/enterprise/integrations/microsoft_outlook.mdx
2025-11-24 13:15:24 -08:00

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---
title: Microsoft Outlook Integration
description: "Email, calendar, and contact management with Microsoft Outlook integration for CrewAI."
icon: "envelope"
mode: "wide"
---
## Overview
Enable your agents to access and manage Outlook emails, calendar events, and contacts. Send emails, retrieve messages, manage calendar events, and organize contacts with AI-powered automation.
## Prerequisites
Before using the Microsoft Outlook integration, ensure you have:
- A [CrewAI AOP](https://app.crewai.com) account with an active subscription
- A Microsoft account with Outlook access
- Connected your Microsoft account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
## Setting Up Microsoft Outlook Integration
### 1. Connect Your Microsoft Account
1. Navigate to [CrewAI AOP Integrations](https://app.crewai.com/crewai_plus/connectors)
2. Find **Microsoft Outlook** in the Authentication Integrations section
3. Click **Connect** and complete the OAuth flow
4. Grant the necessary permissions for mail, calendar, and contact access
5. Copy your Enterprise Token from [Integration Settings](https://app.crewai.com/crewai_plus/settings/integrations)
### 2. Install Required Package
```bash
uv add crewai-tools
```
### 3. Environment Variable Setup
<Note>
To use integrations with `Agent(apps=[])`, you must set the `CREWAI_PLATFORM_INTEGRATION_TOKEN` environment variable with your Enterprise Token.
</Note>
```bash
export CREWAI_PLATFORM_INTEGRATION_TOKEN="your_enterprise_token"
```
Or add it to your `.env` file:
```
CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token
```
## Available Actions
<AccordionGroup>
<Accordion title="microsoft_outlook/get_messages">
**Description:** Get email messages from the user's mailbox.
**Parameters:**
- `top` (integer, optional): Number of messages to retrieve (max 1000). Default is `10`.
- `filter` (string, optional): OData filter expression (e.g., "isRead eq false").
- `search` (string, optional): Search query string.
- `orderby` (string, optional): Order by field (e.g., "receivedDateTime desc"). Default is "receivedDateTime desc".
- `select` (string, optional): Select specific properties to return.
- `expand` (string, optional): Expand related resources inline.
</Accordion>
<Accordion title="microsoft_outlook/send_email">
**Description:** Send an email message.
**Parameters:**
- `to_recipients` (array, required): Array of recipient email addresses.
- `cc_recipients` (array, optional): Array of CC recipient email addresses.
- `bcc_recipients` (array, optional): Array of BCC recipient email addresses.
- `subject` (string, required): Email subject.
- `body` (string, required): Email body content.
- `body_type` (string, optional): Body content type. Enum: `Text`, `HTML`. Default is `HTML`.
- `importance` (string, optional): Message importance level. Enum: `low`, `normal`, `high`. Default is `normal`.
- `reply_to` (array, optional): Array of reply-to email addresses.
- `save_to_sent_items` (boolean, optional): Whether to save the message to Sent Items folder. Default is `true`.
</Accordion>
<Accordion title="microsoft_outlook/get_calendar_events">
**Description:** Get calendar events from the user's calendar.
**Parameters:**
- `top` (integer, optional): Number of events to retrieve (max 1000). Default is `10`.
- `skip` (integer, optional): Number of events to skip. Default is `0`.
- `filter` (string, optional): OData filter expression (e.g., "start/dateTime ge '2024-01-01T00:00:00Z'").
- `orderby` (string, optional): Order by field (e.g., "start/dateTime asc"). Default is "start/dateTime asc".
</Accordion>
<Accordion title="microsoft_outlook/create_calendar_event">
**Description:** Create a new calendar event.
**Parameters:**
- `subject` (string, required): Event subject/title.
- `body` (string, optional): Event body/description.
- `start_datetime` (string, required): Start date and time in ISO 8601 format (e.g., '2024-01-20T10:00:00').
- `end_datetime` (string, required): End date and time in ISO 8601 format.
- `timezone` (string, optional): Time zone (e.g., 'Pacific Standard Time'). Default is `UTC`.
- `location` (string, optional): Event location.
- `attendees` (array, optional): Array of attendee email addresses.
</Accordion>
<Accordion title="microsoft_outlook/get_contacts">
**Description:** Get contacts from the user's address book.
**Parameters:**
- `top` (integer, optional): Number of contacts to retrieve (max 1000). Default is `10`.
- `skip` (integer, optional): Number of contacts to skip. Default is `0`.
- `filter` (string, optional): OData filter expression.
- `orderby` (string, optional): Order by field (e.g., "displayName asc"). Default is "displayName asc".
</Accordion>
<Accordion title="microsoft_outlook/create_contact">
**Description:** Create a new contact in the user's address book.
**Parameters:**
- `displayName` (string, required): Contact's display name.
- `givenName` (string, optional): Contact's first name.
- `surname` (string, optional): Contact's last name.
- `emailAddresses` (array, optional): Array of email addresses. Each item is an object with `address` (string) and `name` (string).
- `businessPhones` (array, optional): Array of business phone numbers.
- `homePhones` (array, optional): Array of home phone numbers.
- `jobTitle` (string, optional): Contact's job title.
- `companyName` (string, optional): Contact's company name.
</Accordion>
</AccordionGroup>
## Usage Examples
### Basic Microsoft Outlook Agent Setup
```python
from crewai import Agent, Task, Crew
# Create an agent with Microsoft Outlook capabilities
outlook_agent = Agent(
role="Email Assistant",
goal="Manage emails, calendar events, and contacts efficiently",
backstory="An AI assistant specialized in Microsoft Outlook operations and communication management.",
apps=['microsoft_outlook'] # All Outlook actions will be available
)
# Task to send an email
send_email_task = Task(
description="Send an email to 'colleague@example.com' with subject 'Project Update' and body 'Hi, here is the latest project update. Best regards.'",
agent=outlook_agent,
expected_output="Email sent successfully to colleague@example.com"
)
# Run the task
crew = Crew(
agents=[outlook_agent],
tasks=[send_email_task]
)
crew.kickoff()
```
### Email Management and Search
```python
from crewai import Agent, Task, Crew
# Create an agent focused on email management
email_manager = Agent(
role="Email Manager",
goal="Retrieve, search, and organize email messages",
backstory="An AI assistant skilled in email organization and management.",
apps=['microsoft_outlook/get_messages']
)
# Task to search and retrieve emails
search_emails_task = Task(
description="Get the latest 20 unread emails and provide a summary of the most important ones.",
agent=email_manager,
expected_output="Summary of the most important unread emails with key details."
)
crew = Crew(
agents=[email_manager],
tasks=[search_emails_task]
)
crew.kickoff()
```
### Calendar and Contact Management
```python
from crewai import Agent, Task, Crew
# Create an agent for calendar and contact management
scheduler = Agent(
role="Calendar and Contact Manager",
goal="Manage calendar events and maintain contact information",
backstory="An AI assistant that handles scheduling and contact organization.",
apps=['microsoft_outlook/create_calendar_event', 'microsoft_outlook/get_calendar_events', 'microsoft_outlook/create_contact']
)
# Task to create a meeting and add a contact
schedule_task = Task(
description="Create a calendar event for tomorrow at 2 PM titled 'Team Meeting' with location 'Conference Room A', and create a new contact for 'John Smith' with email 'john.smith@example.com' and job title 'Project Manager'.",
agent=scheduler,
expected_output="Calendar event created and new contact added successfully."
)
crew = Crew(
agents=[scheduler],
tasks=[schedule_task]
)
crew.kickoff()
```
## Troubleshooting
### Common Issues
**Authentication Errors**
- Ensure your Microsoft account has the necessary permissions for mail, calendar, and contact access.
- Required scopes include: `Mail.Read`, `Mail.Send`, `Calendars.Read`, `Calendars.ReadWrite`, `Contacts.Read`, `Contacts.ReadWrite`.
- Verify that the OAuth connection includes all required scopes.
**Email Sending Issues**
- Ensure `to_recipients`, `subject`, and `body` are provided for `send_email`.
- Check that email addresses are properly formatted.
- Verify that the account has `Mail.Send` permissions.
**Calendar Event Creation**
- Ensure `subject`, `start_datetime`, and `end_datetime` are provided.
- Use proper ISO 8601 format for datetime fields (e.g., '2024-01-20T10:00:00').
- Verify timezone settings if events appear at incorrect times.
**Contact Management**
- For `create_contact`, ensure `displayName` is provided as it's required.
- When providing `emailAddresses`, use the proper object format with `address` and `name` properties.
**Search and Filter Issues**
- Use proper OData syntax for `filter` parameters.
- For date filters, use ISO 8601 format (e.g., "receivedDateTime ge '2024-01-01T00:00:00Z'").
### Getting Help
<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
Contact our support team for assistance with Microsoft Outlook integration setup or troubleshooting.
</Card>