Microsoft Teams Integration

Overview

Enable your agents to access Teams data, send messages, create meetings, and manage channels. Automate team communication, schedule meetings, retrieve messages, and streamline your collaboration workflows with AI-powered automation.

Prerequisites

Before using the Microsoft Teams integration, ensure you have:

A CrewAI AMP account with an active subscription
A Microsoft account with Teams access
Connected your Microsoft account through the Integrations page

Setting Up Microsoft Teams Integration

1. Connect Your Microsoft Account

Navigate to CrewAI AMP Integrations
Find Microsoft Teams in the Authentication Integrations section
Click Connect and complete the OAuth flow
Grant the necessary permissions for Teams access
Copy your Enterprise Token from Integration Settings

2. Install Required Package

uv add crewai-tools

3. Environment Variable Setup

export CREWAI_PLATFORM_INTEGRATION_TOKEN="your_enterprise_token"

Or add it to your .env file:

CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token

Available Actions

microsoft_teams/get_teams

Description: Get all teams the user is a member of.

Parameters:

No parameters required.

microsoft_teams/get_channels

Description: Get channels in a specific team.

Parameters:

team_id (string, required): The ID of the team.

microsoft_teams/send_message

Description: Send a message to a Teams channel.

Parameters:

team_id (string, required): The ID of the team.
channel_id (string, required): The ID of the channel.
message (string, required): The message content.
content_type (string, optional): Content type (html or text). Enum: html, text. Default is text.

microsoft_teams/get_messages

Description: Get messages from a Teams channel.

Parameters:

team_id (string, required): The ID of the team.
channel_id (string, required): The ID of the channel.
top (integer, optional): Number of messages to retrieve (max 50). Default is 20.

microsoft_teams/create_meeting

Description: Create a Teams meeting.

Parameters:

subject (string, required): Meeting subject/title.
startDateTime (string, required): Meeting start time (ISO 8601 format with timezone).
endDateTime (string, required): Meeting end time (ISO 8601 format with timezone).

microsoft_teams/search_online_meetings_by_join_url

Description: Search online meetings by Join Web URL.

Parameters:

join_web_url (string, required): The join web URL of the meeting to search for.

microsoft_teams/search_online_meetings_by_meeting_id

Description: Search online meetings by external Meeting ID.

Parameters:

join_meeting_id (string, required): The meeting ID (numeric code) that attendees use to join. This is the joinMeetingId shown in meeting invitations, not the Graph API meeting id.

microsoft_teams/get_meeting

Description: Get details of a specific online meeting.

Parameters:

meeting_id (string, required): The Graph API meeting ID (a long alphanumeric string). Obtain from create_meeting or search_online_meetings actions. Different from the numeric joinMeetingId.

microsoft_teams/get_team_members

Description: Get members of a specific team.

Parameters:

team_id (string, required): The unique identifier of the team. Obtain from get_teams action.
top (integer, optional): Maximum number of members to retrieve per page (1-999). Default is 100.
skip_token (string, optional): Pagination token from a previous response. When the response includes @odata.nextLink, extract the $skiptoken parameter value and pass it here to get the next page of results.

microsoft_teams/create_channel

Description: Create a new channel in a team.

Parameters:

team_id (string, required): The unique identifier of the team. Obtain from get_teams action.
display_name (string, required): Name of the channel as displayed in Teams. Must be unique within the team. Max 50 characters.
description (string, optional): Optional description explaining the channel’s purpose. Visible in channel details. Max 1024 characters.
membership_type (string, optional): Channel visibility. Enum: standard, private. “standard” = visible to all team members, “private” = visible only to specifically added members. Default is standard.

microsoft_teams/get_message_replies

Description: Get replies to a specific message in a channel.

Parameters:

team_id (string, required): The unique identifier of the team. Obtain from get_teams action.
channel_id (string, required): The unique identifier of the channel. Obtain from get_channels action.
message_id (string, required): The unique identifier of the parent message. Obtain from get_messages action.
top (integer, optional): Maximum number of replies to retrieve per page (1-50). Default is 50.
skip_token (string, optional): Pagination token from a previous response. When the response includes @odata.nextLink, extract the $skiptoken parameter value and pass it here to get the next page of results.

microsoft_teams/reply_to_message

Description: Reply to a message in a Teams channel.

Parameters:

team_id (string, required): The unique identifier of the team. Obtain from get_teams action.
channel_id (string, required): The unique identifier of the channel. Obtain from get_channels action.
message_id (string, required): The unique identifier of the message to reply to. Obtain from get_messages action.
message (string, required): The reply content. For HTML, include formatting tags. For text, plain text only.
content_type (string, optional): Content format. Enum: html, text. “text” for plain text, “html” for rich text with formatting. Default is text.

microsoft_teams/update_meeting

Description: Update an existing online meeting.

Parameters:

meeting_id (string, required): The unique identifier of the meeting. Obtain from create_meeting or search_online_meetings actions.
subject (string, optional): New meeting title.
startDateTime (string, optional): New start time in ISO 8601 format with timezone. Example: “2024-01-20T10:00:00-08:00”.
endDateTime (string, optional): New end time in ISO 8601 format with timezone.

microsoft_teams/delete_meeting

Description: Delete an online meeting.

Parameters:

meeting_id (string, required): The unique identifier of the meeting to delete. Obtain from create_meeting or search_online_meetings actions.

Usage Examples

Basic Microsoft Teams Agent Setup

from crewai import Agent, Task, Crew

# Create an agent with Microsoft Teams capabilities
teams_agent = Agent(
    role="Teams Coordinator",
    goal="Manage Teams communication and meetings efficiently",
    backstory="An AI assistant specialized in Microsoft Teams operations and team collaboration.",
    apps=['microsoft_teams']  # All Teams actions will be available
)

# Task to list teams and channels
explore_teams_task = Task(
    description="List all teams I'm a member of and then get the channels for the first team.",
    agent=teams_agent,
    expected_output="List of teams and channels displayed."
)

# Run the task
crew = Crew(
    agents=[teams_agent],
    tasks=[explore_teams_task]
)

crew.kickoff()

Messaging and Communication

from crewai import Agent, Task, Crew

# Create an agent focused on messaging
messenger = Agent(
    role="Teams Messenger",
    goal="Send and retrieve messages in Teams channels",
    backstory="An AI assistant skilled in team communication and message management.",
    apps=['microsoft_teams/send_message', 'microsoft_teams/get_messages']
)

# Task to send a message and retrieve recent messages
messaging_task = Task(
    description="Send a message 'Hello team! This is an automated update from our AI assistant.' to the General channel of team 'your_team_id', then retrieve the last 10 messages from that channel.",
    agent=messenger,
    expected_output="Message sent successfully and recent messages retrieved."
)

crew = Crew(
    agents=[messenger],
    tasks=[messaging_task]
)

crew.kickoff()

Meeting Management

from crewai import Agent, Task, Crew

# Create an agent for meeting management
meeting_scheduler = Agent(
    role="Meeting Scheduler",
    goal="Create and manage Teams meetings",
    backstory="An AI assistant that handles meeting scheduling and organization.",
    apps=['microsoft_teams/create_meeting', 'microsoft_teams/search_online_meetings_by_join_url']
)

# Task to create a meeting
schedule_meeting_task = Task(
    description="Create a Teams meeting titled 'Weekly Team Sync' scheduled for tomorrow at 10:00 AM lasting for 1 hour (use proper ISO 8601 format with timezone).",
    agent=meeting_scheduler,
    expected_output="Teams meeting created successfully with meeting details."
)

crew = Crew(
    agents=[meeting_scheduler],
    tasks=[schedule_meeting_task]
)

crew.kickoff()

Troubleshooting

Common Issues

Authentication Errors

Ensure your Microsoft account has the necessary permissions for Teams access.
Required scopes include: Team.ReadBasic.All, Channel.ReadBasic.All, ChannelMessage.Send, ChannelMessage.Read.All, OnlineMeetings.ReadWrite, OnlineMeetings.Read.
Verify that the OAuth connection includes all required scopes.

Team and Channel Access

Ensure you are a member of the teams you’re trying to access.
Double-check team IDs and channel IDs for correctness.
Team and channel IDs can be obtained using the get_teams and get_channels actions.

Message Sending Issues

Ensure team_id, channel_id, and message are provided for send_message.
Verify that you have permissions to send messages to the specified channel.
Choose appropriate content_type (text or html) based on your message format.

Meeting Creation

Ensure subject, startDateTime, and endDateTime are provided.
Use proper ISO 8601 format with timezone for datetime fields (e.g., ‘2024-01-20T10:00:00-08:00’).
Verify that the meeting times are in the future.

Message Retrieval Limitations

The get_messages action can retrieve a maximum of 50 messages per request.
Messages are returned in reverse chronological order (newest first).

Meeting Search

For search_online_meetings_by_join_url, ensure the join URL is exact and properly formatted.
The URL should be the complete Teams meeting join URL.

Getting Help

Need Help?

Contact our support team for assistance with Microsoft Teams integration setup or troubleshooting.