# Connect EspoCRM and OneDrive When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Update Drive Item Metadata** in [OneDrive](https://apiant.ai/connections/onedrive), or **File Updated** in OneDrive to **Add contact** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions OneDrive **9** triggers OneDrive **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EspoCRM and OneDrive to do together? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What EspoCRM and OneDrive can do together ### From EspoCRM to OneDrive - When **New contact** in EspoCRM then **Update Drive Item Metadata** in OneDrive - When **New Lead** in EspoCRM then **Copy Item** in OneDrive ### From OneDrive to EspoCRM - When **File Updated** in OneDrive then **Add contact** in EspoCRM - When **Item Moved or Renamed** in OneDrive then **Add task** in EspoCRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with EspoCRM and OneDrive ## Triggers and actions 12 triggers · 51 actions - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add account** Creates a new account (company) in EspoCRM and returns its attributes. - Action **Add case** Creates a new case (support ticket) in EspoCRM. - Action **Add contact** Creates a new contact in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Create Lead** Creates a new lead in EspoCRM and returns the created lead record. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update contact** Updates an existing contact in EspoCRM, changing only the fields you fill in. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Update opportunity** Updates an existing opportunity in EspoCRM, changing only the fields you fill in. - Trigger **File Updated** Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info. - Trigger **Item Moved or Renamed** Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload. - Trigger **New Version Created** Trigger that fires when a new version of a specified OneDrive file is created. - Trigger **Onedrivebasetrigger** Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items. - Trigger **OneDrive File Created Trigger** Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention. - Trigger **OneDrive Folder Created Trigger** Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention. - Trigger **OneDrive Item Deleted Trigger** Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention. - Trigger **OneDrive Item Updated Trigger** Triggers when an existing file or folder is modified in OneDrive. Uses Gmail-style state management and only detects actual modifications, not new creations. - Trigger **Sharing Permission Added or Removed** Sharing Permission Added or Removed - Action **Copy Item** Tool to copy a driveitem (file or folder) to a new location asynchronously. use when you need to duplicate an item, optionally renaming it or specifying a different parent folder. the operation is asynchronous; the response provides a url to monitor the copy progress. - Action **Create Link** Tool to create a sharing link for a driveitem (file or folder) by its unique id. use when you need to generate a shareable link for an item in onedrive or sharepoint. - Action **Delete Item** Tool to delete a driveitem (file or folder) by its unique id from the authenticated user's onedrive. use when you need to remove an item from onedrive. this action moves the item to the recycle bin, not permanently deleting it. - Action **Download File** Downloads a file from a user's onedrive using its item id, which must refer to a file and not a folder. - Action **Get Drive** Retrieves the properties and relationships of a drive resource by its unique id. use this action when you need to get details about a specific onedrive, user's onedrive, group's document library, or a site's document library. - Action **Get Item** Retrieves the metadata of a driveitem by its unique id. use this tool to get information about a specific file or folder in onedrive when you have its id. if a `drive id` is not provided, it defaults to the user's main drive. - Action **Get Item Permissions** Retrieves the permissions of a driveitem by its unique id or path within a specific drive. use when you need to check who has access to a file or folder and what level of access they have. - Action **Get Item Thumbnails** Tool to retrieve the thumbnails associated with a driveitem. use when you need to display visual previews of files. - Action **Get Item Versions** Tool to retrieve the version history of a driveitem by its unique id. use when you need to access or list previous versions of a file. - Action **Get Quota** Tool to retrieve the quota information for the authenticated user's onedrive. use this action to check the storage space details like total, used, and remaining space on the user's onedrive. - Action **Get Recent Items** Retrieves a list of items that have been recently used by the authenticated user. this tool is useful when you need to access or display files and folders that the user has interacted with recently across their onedrive and accessible shared drives. - Action **Get Shared Items** Tool to retrieve a list of items that have been shared with the authenticated user. use this action to get details of files and folders shared with the current user. - Action **Get Sharepoint List Items** Tool to get the items (list items) within a specific sharepoint list on a site. use when you need to retrieve data from a sharepoint list. - Action **Get Site Details** Retrieves metadata for a specific sharepoint site by its id. use this action when you need to get details like display name, web url, and creation/modification dates for a known sharepoint site. - Action **Get Site Page Content** Gets the content of a modern sharepoint site page. use when you need to retrieve the details and content of a specific page within a sharepoint site. - Action **Invite User To Drive Item** Tool to invite users or grant permissions to a specific item in a onedrive drive. use when you need to share a file or folder with other users and define their access level (e.g., read or write). - Action **List Drive Item Activities** Tool to list recent activities for a specific item in a onedrive drive. use when you need to track changes or actions performed on a file or folder. - Action **List Drives** Tool to retrieve a list of drive resources available to the authenticated user, or for a specific user, group, or site. use when you need to find out what drives are accessible. - Action **List Root Drive Changes** Tool to list changes in the root of the user's primary drive using a delta token. use when you need to track file and folder modifications, additions, or deletions in the main onedrive directory. - Action **List Sharepoint List Items Delta** Tool to track changes to items in a sharepoint list using a delta query. use when you need to get newly created, updated, or deleted list items without performing a full read of the entire item collection. - Action **List Site Columns** Tool to list all column definitions for a sharepoint site. use this when you need to retrieve the schema or structure of columns within a specific sharepoint site. - Action **List Site Drive Items Delta** Tool to track changes to driveitems in the default document library of a sharepoint site. use when you need to get a list of items that have been added, modified, or deleted since a previous state or to get an initial enumeration of all items. - Action **List Site Lists** Tool to list all lists under a specific sharepoint site. use when you need to enumerate lists within a known site. - Action **List Site Subsites** Tool to list all subsites of a sharepoint site. use when you need to retrieve a collection of subsites for a given parent site. - Action **List Subscriptions** Tool to list the current subscriptions for the authenticated user or app. use this to retrieve details of existing webhook subscriptions. - Action **Move Item** Tool to move a file or folder to a new parent folder in onedrive. use when you need to reorganize your files or folders by changing their location. you can optionally rename the item during the move. - Action **Onedrive Create Folder** Creates a new folder in the user's onedrive, automatically renaming on conflict, optionally within a specified parent folder (by id or full path from root) which, if not the root, must exist and be accessible. - Action **Onedrive Create Text File** Creates a new text file with specified content in a onedrive folder, using either the folder's unique id or its absolute path (paths are automatically resolved to ids); note that onedrive may rename or create a new version if the filename already exists. - Action **Onedrive Find File** Non-recursively finds an item (file or folder) in a specified onedrive folder; if `folder` is provided as a path, it must actually exist. - Action **Onedrive Find Folder** Finds folders by name within an accessible parent folder in onedrive, or lists all its direct child folders if no name is specified. - Action **Onedrive List Items** Retrieves all files and folders as `driveitem` resources from the root of a specified user's onedrive, automatically handling pagination. - Action **Onedrive Upload File** Uploads a file to a specified onedrive folder, automatically renaming on conflict and supporting large files via chunking. - Action **Preview Drive Item** Generates or retrieves a short-lived embeddable url for a preview of a specific item. use when you need to display a temporary preview of a file. - Action **Search Items** Searches for driveitems in onedrive that match the specified query. use this to find files or folders based on keywords. - Action **Update Drive Item Metadata** Tool to update the metadata of a specific item (file or folder) in onedrive. use this to rename items, change descriptions, or move items to a new parent folder. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **OneDrive** OneDrive is Microsoft’s cloud storage solution enabling users to store, sync, and share files across...](https://apiant.ai/connections/onedrive) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/espocrm-to-hubspot) - [ **EspoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/espocrm-to-salesforce) - [ **EspoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/espocrm-to-slack) - [ **EspoCRM to Google Sheets** Google Sheets](https://apiant.ai/connect/espocrm-to-google-sheets) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## More into OneDrive - [ **Mailchimp to OneDrive** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-onedrive) - [ **Manus to OneDrive** Manus is a general AI agent that turns your thoughts into actions.](https://apiant.ai/connect/manus-to-onedrive) - [ **Google Calendar to OneDrive** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-onedrive) - [ **Pipedrive to OneDrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-onedrive) - [ **ActiveCampaign to OneDrive** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-onedrive) - [ **Notion to OneDrive** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-onedrive) Questions ## EspoCRM and OneDrive, answered ### ### What can start an automation from EspoCRM? Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in OneDrive when something happens in EspoCRM? Any of OneDrive's 35 actions, including Create Link, Update Drive Item Metadata, Copy Item and Download File. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OneDrive to EspoCRM? Yes. When something happens in OneDrive, your agent can act in EspoCRM too. This page covers both directions: OneDrive's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or OneDrive? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.