--- title: "Connect Mindbody to Microsoft SharePoint - APIANT.ai" description: "When \"Class updated\" fires in Mindbody, your agent runs \"Add Attachment To List Item\" in Microsoft SharePoint." canonical: "https://apiant.ai/connect/mindbody-to-microsoft-sharepoint" --- # Connect Mindbody to Microsoft SharePoint When **Class updated** fires in [Mindbody](https://apiant.ai/connections/mindbody), your agent runs **Add Attachment To List Item** in [Microsoft SharePoint](https://apiant.ai/connections/microsoft-sharepoint). Describe the whole flow and it is built, tested on every scenario and kept running. Mindbody **57** triggers Mindbody **118** actions Microsoft SharePoint **100** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. [ Mindbody Partner Award winner: Most Valuable Partner (opens the announcement in a new tab)](https://www.mindbodyonline.com/company/press/mindbody-announces-third-annual-bold-partner-award-winners) ## What do you want Mindbody and Microsoft SharePoint to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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 Mindbody can start in Microsoft SharePoint - When **Class updated** in Mindbody then **Add Attachment To List Item** in Microsoft SharePoint - When **Completed appointment** in Mindbody then **Add Role Assignment To Item** in Microsoft SharePoint 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 Mindbody and Microsoft SharePoint ## Triggers and actions 57 triggers · 218 actions - Trigger **Cancelled appointment booking** Triggered when an appointment booking is cancelled - Trigger **Cancelled class booking** Fires when a client's class booking is cancelled. - Trigger **Cancelled class schedule** Triggered when a class schedule is cancelled. When this occurs, all of the classes associated with the schedule are removed. - Trigger **Cancelled client contract** Triggered when a client's contract is cancelled - Trigger **Cancelled membership** Triggered when a membership is cancelled - Trigger **Class updated** Triggered when a single class is updated. - Trigger **Completed appointment** Triggered when an appointment is completed. - Trigger **Deactivated client** Triggered when a client is deactivated - Trigger **Deactivated location** Triggered when a location is deactivated - Trigger **Every appointment in date range** This is not a standard trigger! Always emits every appointment in the configured date range. - Trigger **Every class in date range** This is not a standard trigger! Always emits classes in the configured date range. - Trigger **Every uncanceled class in date range** This is not a standard trigger! Always emits uncanceled classes in the configured date range. - Trigger **Merged clients** Triggered when clients are merged - Trigger **New appointment booking** Triggered when an appointment booking is created - Trigger **New class booking** Triggered when a new booking is made for a class - Trigger **New class (integration setting)** Triggered when a class is created in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours. - Trigger **New class schedule** Triggered when a new class offering is scheduled - Trigger **New client** Triggered when a new client is added - Trigger **New client contract** Triggered when a new contract is sold to a client - Trigger **New completed class** Triggered when a class completes - Trigger **New completed class (integration setting)** Triggered when a class completes within a number of hours specified by an integration setting. - Trigger **New location** Triggered when a location is created - Trigger **New membership** Triggered when a new membership is created - Trigger **New or updated appointment -7d +30d for any connection** Triggered for new or updated appointments in the last 7 days or 30 days in the future, for any connected account. - Trigger **New or updated appointment in date range** Triggered for new or updated appointments in the specified date range. - Trigger **New or updated class** Triggered for new or updated classes in the configured date range. - Trigger **New or updated class (integration setting)** Triggered when a class is created or updated in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours. Updates are only triggered when the class name, staff id, resource id, or cancelled status are modified. - Trigger **New or updated client** Triggered when a client is added or updated - Trigger **New or updated client (integration setting)** Triggered when a client is added or modified. Will include inactive clients if specified by an integration setting. By default inactive clients are not included. NOTE: this trigger will only work when less than 200 clients are added/updated per day. - Trigger **New or updated gift card** Triggered when a gift card is created or updated - Trigger **New or updated package** Triggered when a package is created or updated - Trigger **New or updated product** Triggered when a product is created or updated - Trigger **New or updated product (integration setting)** Triggered when a product is created or updated. An integration setting is used to control the fetching of products only sold online. - Trigger **New or updated products inventory** Triggered when inventory changes for a product, or when products are added. - Trigger **New or updated service** Triggered when a service is created or updated - Trigger **New or updated session type** Triggered when session types are created or updated - Trigger **New or updated staff member** Triggered when staff member is created or updated - Trigger **New sale** Triggered when a new sale is made to a client. - Trigger **New sale for any connected account** Triggered when a new sale is made to a client for any connected MINDBODY account. - Trigger **New sale itemized payment** Triggered when a new sale is made to a client. Payments emitted as separate rows. NOTE: line items are not emitted, use the separate trigger to obtain them. - Trigger **New sale line item** Triggered when a new sale is made to a client. Line items are emitted as separate rows. NOTE: payments are not emitted, use the separate trigger to obtain them. - Trigger **New sales since days** Triggers for new sales that occur within the configured number of days - Trigger **Two-way sync new or updated clients** A polling trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Two-way sync new or updated clients (instant)** A trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Upcoming appointment in database** Triggered when an appointment in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting. - Trigger **Upcoming appointment in database via setting** Triggered when an appointment in the database is scheduled to start within the specified "notification timing hours" setting. - Trigger **Upcoming class** Triggered when an uncanceled class is upcoming in the specified amount of time. - Trigger **Upcoming class in database** Triggered when a class in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting. - Trigger **Upcoming class in database via entered time** Triggered when a class in the database is scheduled to start within the entered amount of time. - Trigger **Upcoming class (Zoom meeting creation)** Triggered when an uncanceled class is upcoming in the amount of time specified by a setting stored in a lookup table. The default is 24 hours. - Trigger **Updated appointment booking** Triggered when an appointment booking is updated - Trigger **Updated class booking** Triggered when a booking for a class is updated - Trigger **Updated class booking with service ID** Triggered when a booking for a class is updated - Trigger **Updated class schedule** Triggered when a scheduled class offering is modified. Note that if the class schedule’s endDate changes, classes are added or removed from the schedule accordingly. - Trigger **Updated client** Triggered when a client is updated - Trigger **Updated client contract** Triggered when a client's contract is updated - Trigger **Updated location** Triggered when a location is updated - Action **Add account credit to client** Adds credit to a client's account balance, recorded as a sale at the chosen location. - Action **Add appointment** Adds a new appointment - Action **Add client** Adds a client. An error will occur if the client already exists. - Action **Add client relationship** Adds a client relationship. Existing relationships are not removed. NOTE: custom relationships are not currently supported due to limitations with the MINDBODY API. - Action **Add client to enrollment** Enrolls a client in a class schedule and returns the enrollment details including start and end dates. - Action **Add client with on-the-fly custom field id lookup** Adds a client. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if the client already exists or if a custom field does not exist. - Action **Add completed sale to client** Adds a completed sale to a client using a custom payment method. - Action **Add contact log** Creates a new contact log. - Action **Add or update client** Adds or updates a client based on the selected matching logic. - Action **Add or update client index** Adds or updates a client index. Existing indexes on the client are not removed. - Action **Add site client index** Adds a site client index. An error will occur if the index name already exists. - Action **Add staff** Adds a staff member - Action **Book client into a class** Books the specified client into the specified class. - Action **Calculate total spend for client** Returns the total amount of money received for the specified client, going back for the specified number of days. - Action **Cancel a class** Cancels a single scheduled class at the studio. The MINDBODY login used for the connection needs the Manage Class Schedules and Cancel Reservations permissions. - Action **Cancel Appointment** Cancels a MINDBODY appointment as a standard cancellation, never a late cancel, so no late-cancel fee is charged. It can optionally email the client. Runs as a dry run unless Test is set to false. - Action **Client purchases: fetch** Fetches client purchases that meet the search criteria from the MBO API. The API response is stored in the database. This action emits a transaction uuid and an array of records IDs. Use a loop and the "client purchases: get record" action to process all the fetched records. - Action **Client purchases: get record** Emits the client purchase record from the database that was previously fetched using the "Client purchases: fetch" action, which must be executed before this action is used in a loop to process all records. - Action **Find clients by email** Returns up to 100 clients that have the specified email address. - Action **Find clients by phone** Returns up to 100 clients that have the specified phone number. Can either be Mobile phone, Home phone or Work phone. - Action **Find contact log type by name** Returns the ID of the specified contact log type. An error occurs if zero or multiple are found. - Action **Find sales** Searches Mindbody sales and returns the matching sale records. Filter by sale date range, sale id, client id or payment method, and page through results with Limit and Offset. Use "Get sale" to retrieve a single sale by its id. - Action **Get accrual sales within date range** Emits accrual sales data over a given date range. - Action **Get activation code** Generates an activation code and link to access a Mindbody Site API. - Action **Get Active Session Times** Get the bookable appointment start times for one or more session types in a date range. - Action **Get all client contract IDs** Returns all contract IDs for the specified client. Use a Loop and the "get client contract by ID" action to fetch details for each contract. - Action **Get all products** Returns all products - Action **Get all products inventory** Returns inventory information for all products at all locations. - Action **Get all sellable online products** Returns all products only sold online. - Action **Get all services** Retrieves all services. - Action **Get all session types** Returns all session types - Action **Get all staff members** Returns all staff members - Action **Get appointment** Returns details for the specified appointment. If the appointment is not found an error occurs. - Action **Get bookable availabilities** Probe build: lists MBO session types to discover a valid appointment SessionTypeId before finalizing the bookable-availabilities query. - Action **Get cash sales within date range** Emits sales data over a given date range. Will return all sales, including products, account credits, gift cards, and autopays. Autopays will be notated in the response, and the product description will specify gift card and account credit purchases. - Action **Get class** Returns details for the specified class. If the class is not found no error will occur, so a conditional must be used for error checking. - Action **Get class description** Returns the class description for the specified ClassDescriptionId. Includes name, category, subcategory, program, and session type details. If not found, no error occurs — output is empty. - Action **Get classes** Returns scheduled classes for the site within an optional date range. - Action **Get class recently updated** Returns classes last modified on or after system time minus the entered amount of hours. No error will occur if no class is found. - Action **Get class schedules** Returns available class schedule templates, optionally filtered by date, location, staff, or program. - Action **Get class visits** Fetches the ids of all clients booked for the specified class. The output is suitable to use within a loop. - Action **Get client** Returns details for the specified client. If the client is not found an error will occur. - Action **Get client account balance** Returns account balance details for the specified client. If the client is not found no error will occur, so a conditional must be used for error checking. - Action **Get client appointments in date range** Returns details for all of the specified client's appointments in the specified date range. - Action **Get client complete info** Returns complete client information along with list of purchased services, contract details, membership details and arrival programs for a specific client. If the client is not found an error will occur. - Action **Get client contact logs in date range** Returns details for all of the specified client's contact logs in the specified date range. - Action **Get client contract** Returns details for the specified client contract. If the client contract is not found an error will occur. - Action **Get Client Membership** Returns details for one of a client's active memberships, selected by Membership ID. If no active membership matches that ID, the output fields come back empty. - Action **Get client purchased service by ID** Returns details for the specified service purchased by a specified client. No error occurs if none is found. - Action **Get client purchased services** Returns details for services purchased by a specified client. No error occurs if the client is not found. - Action **Get clients** Returns clients for the site, optionally filtered by a search term. - Action **Get client services totals by product ID** Returns details for services purchased by a specified client for a specified product ID. If more than 1 matching client service is found, 'Count' and 'Remaining' are totaled and the furthest expiration date is used. No error occurs if none are found, the output is empty instead. - Action **Get client visits** Returns details for client visits in the specified date range. - Action **Get contact log types** Returns all defined contact log types. NOTE: currently returns no more than 200, which should be more than enough for most sites. - Action **Get contract** Returns details for the specified contract. If the contract is not found an error will occur. - Action **Get custom payment method by name** Returns the ID of the custom payment method having the specified name. An error occurs if zero or multiple are found. - Action **Get enrollments** Returns enrollments for clients within a specified date range. - Action **Get gift card balance** Returns the remaining balance for the specified gift card. NOTE: no error occurs if the barcode ID is invalid. - Action **Get gift cards** Returns up to 200 gift cards. - Action **Get locations** Returns details for up to 200 locations. NOTE: currently only supports up to 200 locations, does not currently do pagination. - Action **Get membership** Returns details for the specified membership. If the membership is not found an error will occur. - Action **Get most recent client contract** Returns details for the most recent contract for the specified client. An error occurs no contract is not found. - Action **Get packages** Returns packages available for sale, optionally filtered to those sellable online. - Action **Get product** Returns details for the specified product. If the product is not found an error will occur. - Action **Get product filtered by sellable online** Returns details for the specified product, filtered by it being sellable online or not. If the product is not found an error will occur. - Action **Get product inventory** Returns inventory information for the specified product at all locations. - Action **Get program** Returns details for the specified program. If the program is not found an error will occur. - Action **Get required client fields** Returns the site's required client fields (e.g. Birthday, Gender). - Action **Get sale** Returns details for the specified sale. If the sale is not found an error will occur. - Action **Get sales in date range** Lists MINDBODY sales in a date range. Filters by StartSaleDateTime/EndSaleDateTime, optional PaymentMethodId, Limit/Offset pagination. Returns Sales[], SaleIds (Id), ClientIds (ClientId), TotalResults. - Action **Get scheduled client visits** Returns details for all of the specified client's scheduled visits, optionally in a specified date range. - Action **Get service** Returns details for the specified service. If the service is not found an error will occur. - Action **Get session type** Returns details for the specified session type. If the session type is not found an error will occur. - Action **Get site** Returns details for the site associated with the configured connection - Action **Get site for specified account** Returns details for the site connected to the specified account name. - Action **Get staff member** Returns details for the specified staff member. If the staff member is not found an error will occur. - Action **Get visits within date range** Emits all visits that occur in the specified date range, optionally filtered by a session type id and/or a location id. - Action **Get visits within date range for multiple session types** Emits all visits that occur in the specified date range, filtered by multiple session type ids and optionally a location id. - Action **List all clients** Returns every client on your MINDBODY site, across all pages, optionally including inactive clients. - Action **List Client Memberships** Returns details for all of the specified client's memberships. - Action **List Resources** List the rooms and resources available for given session types and a location in a date range. - Action **List Staff Appointments** Lists a staff member's appointments between a start and end date, with each appointment's time, status, session type and client. - Action **List Staff Unavailabilities** Lists the time blocks when staff members are unavailable for appointments within a date range, optionally filtered to specific staff. - Action **Lookup client payment** Returns payment information for the specified client and specified payment reference. - Action **Purchase contract** Purchases a contract - Action **Purchase gift card** Purchases a gift card - Action **Remove client from a class** Removes the specified client from the specified class. - Action **Return sale** Return a comped sale for a specified sale ID in business mode. The sale is returnable only if it is a sale of a service, product or gift card and it has not been used. Currently, only the comp payment method is supported. - Action **Select upcoming class** A utility action that lets an upcoming class in the specified timeframe to be selected from a dropdown. The selected class' id is emitted as output. - Action **Send password reset email** Sends a password reset email to the specified user. - Action **Shopping cart - add item: package** Adds a package to the shopping cart. - Action **Shopping cart - add item: product** Adds a product to the shopping cart. - Action **Shopping cart - add item: service** Adds a service to the shopping cart. - Action **Shopping cart - add item: tip** Adds a tip to the shopping cart. - Action **Shopping cart - add payment: cash** Adds a cash payment to the shopping cart. - Action **Shopping cart - add payment: check** Adds a check payment to the shopping cart. - Action **Shopping cart - add payment: comp** Adds a complimentary amount to the shopping cart. - Action **Shopping cart - add payment: custom** Adds a payment to the shopping cart using the specified custom payment method. - Action **Shopping cart - add payment: gift card** Adds a gift card payment to the shopping cart. - Action **Shopping cart - add payment: stored credit card** Adds a stored credit card payment to the shopping cart. - Action **Shopping cart - checkout** Submits the shopping cart for checkout. - Action **Shopping cart - create** Initializes a new shopping cart. Emits a cart ID that must be passed into other shopping cart actions to add items to the cart and checkout. - Action **Shopping cart - delete** Deletes the specified cart from the database. - Action **Shopping cart - get totals** Calculates the total amount of the cart. - Action **Terminate Client Contract** Ends a client's contract in MINDBODY on a set termination date, with an optional termination code and comments. - Action **Two-way sync add or update a client** An action for two-way syncing new and updated clients, with enhanced on-the-fly mapping using client email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping. - Action **Update appointment** Updates an existing appointment - Action **Update client** Updates a client by ID. - Action **Update client id** Updates an existing client's id. An error occurs if the id cannot be changed, for example if it already exists. - Action **Update Client Service Dates** Changes the expiration date, and optionally the active date, of a pricing option (pass, membership or class pack) on a client's account. - Action **Update client visit** Updates a client visit. - Action **Update client with on-the-fly custom field id lookup** Updates a client by ID. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if a custom field does not exist. - Action **Update product price** Updates the price of the specified product. - Action **Update sale date** Updates the date of the specified sale. - Action **Update service price** Updates the price of the specified service. - Action **Update staff** Updates an existing staff member - Action **Upload client document** Uploads a client document from the provided URL. NOTE: the file must be no larger than 4MB - Action **Upload client profile photo** Uploads a client's profile photo from the provided URL. NOTE: the image file must be no larger than 4MB - Action **Add Attachment To List Item** Tool to add an attachment to a SharePoint list item. Use when you need to upload a binary file as an attachment to a specified list item. - Action **Add Default View Field** Add one existing field to a SharePoint list's default view. This changes view membership but does not create or modify the field itself. - Action **Add Field Link To Content Type** Tool to add a field link to a list content type. Use when you want to associate an existing list field with a content type. - Action **Add Role Assignment To Item** Tool to add a role assignment to a list item. Use when granting specific permissions to a user or group after breaking inheritance if needed. This action is externally visible and permanently alters item permissions; obtain explicit human approval for the target item and `role_definition_id` before executing. - Action **Add Role Assignment To List** Tool to add a role assignment to a SharePoint list. Requires the list to have broken role inheritance first via SHARE_POINT_BREAK_ROLE_INHERITANCE_ON_LIST; inheriting lists will reject unique role assignments. Use when granting permissions to a user or group on a specific list. - Action **Break Role Inheritance On Item** Tool to break permission inheritance on a list item. Call this before adding new role assignments; adding assignments prior leaves the item still inheriting parent permissions, causing unexpected access behavior. Use when you need to uniquely set permissions on an item after copying or clearing parent assignments. - Action **Break Role Inheritance On List** Breaks permission inheritance on a SharePoint list, allowing you to set unique permissions. When you break inheritance, you can choose to: - Copy parent permissions as a starting point (copy_role_assignments=true) - Start fresh with no inherited permissions (copy_role_assignments=false) - Clear unique permissions on child items to re-inherit from this list (clear_subscopes=true) Use this when you need to manage list-level permissions independently from the site. Must be called before SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST, which fails on lists still inheriting from the parent site. - Action **Check In File** Tool to check in a file. Use after uploading or editing a document and you're ready to finalize changes. - Action **Check Out Site Page** Check out a modern SharePoint page by its positive Site Pages list-item ID. - Action **Clear Default View Fields** Remove every field from a SharePoint list's default view without deleting the fields themselves. This is a destructive view-configuration operation; use it only when the entire current default-view layout should be cleared. - Action **Copy Drive Item** Start an asynchronous copy of a drive item and return Microsoft's monitor URL. A successful call means the copy was accepted, not completed; inspect the monitor outside this action until it reports completed or failed. - Action **Create Content Type** Tool to create a new content type in SharePoint. Use when you need to define a custom content type with specific metadata structure for lists or libraries. - Action **Create Drive Item Sharing Link** Tool to create a sharing link for a drive item in SharePoint or OneDrive. Use when you need to generate a shareable link with specific permissions (view/edit/embed) and scope (anonymous/organization/users). The link can optionally include password protection and expiration date. - Action **Create List Field** Tool to create a new field (column) in a SharePoint list. Use when you need to programmatically add a column after confirming the list GUID. - Action **Create List Item By Id** Tool to create a new item in a SharePoint list using the list's GUID. Use when you have the list GUID rather than the list title. - Action **Create List Item In Folder** Tool to create a list item in a specific folder within a SharePoint list. IMPORTANT: This action works ONLY with SharePoint lists (not document libraries). The folder_url can be either a server-relative URL (e.g., '/Lists/MyList') or an absolute URL. To create files in document libraries, use a different action like upload_file. - Action **Create List View** Create a view in a SharePoint list selected by GUID or exact title. Optional view settings are sent only when provided. - Action **Create Site Field** Create a reusable web-level SharePoint field (site column) in the selected site. Use the returned field GUID and internal name when attaching or updating the site column. - Action **Create Upload Session** Create a resumable upload session for a new file and return its preauthenticated upload URL. - Action **Delete File Item** Deletes a file from a SharePoint document library permanently. This action removes the specified file and moves it to the site's recycle bin. Use this when you need to remove files that are no longer needed. This action is irreversible — the file cannot be recovered once removed from the recycle bin. The operation is idempotent - attempting to delete a non-existent file will succeed without error. Requires the server-relative path of the file (e.g., '/Shared Documents/FileName.ext'). - Action **Delete Folder** Deletes a folder from a SharePoint document library. This action permanently removes the specified folder and moves it to the site's recycle bin. Use this when you need to remove folders that are no longer needed. The operation is idempotent - attempting to delete a non-existent folder will succeed without error. Requires the server-relative path of the folder (e.g., '/Shared Documents/FolderName'). - Action **Delete List** Tool to delete a SharePoint list. Use when you need to remove a list by its GUID after confirming the correct list identifier. - Action **Delete List By Title** Tool to delete a SharePoint list by its title. Use when you need to permanently remove a list and all its contents by specifying the list name. - Action **Delete List Item** Tool to delete a SharePoint list item. Use when you need to permanently remove an item by its ID. Use after obtaining the item's ETag to ensure concurrency control. - Action **Delete List Items** Tool to delete multiple SharePoint list items in bulk. Use when you need to permanently remove multiple items by their IDs. This action is irreversible - deleted items cannot be recovered. For recoverable deletion, use the recycle action instead. Use this action when you have a list of item IDs to delete from the same list. - Action **Delete Recycle Bin Item Permanent** Tool to permanently delete a SharePoint Recycle Bin item. Use after confirming the item's GUID to remove it irrevocably. - Action **Download File By Server Relative Url** Tool to download a file by server-relative URL. Use when you need to fetch the raw bytes of a SharePoint file by its server-relative path. - Action **Ensure User** Ensures a user exists in a SharePoint site by their login name. If the user already exists, returns their info; if not, adds them to the site — this is a write operation with a provisioning side effect, not a read-only presence check. Use when you need to add a user or get their user ID for permissions. The login name must be in SharePoint claims format (e.g., 'i:0#.f|membership|user@domain.com'). This action only registers the user in the site collection and does not grant any permissions. To assign list-level access, pass the returned Id field as principal_id to SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST. - Action **Follow** Follow a SharePoint user, document, site, or tag. Use to make the authenticated user follow a specified actor. Supports following users (actor_type=0), documents (actor_type=1), sites (actor_type=2), or tags (actor_type=3). - Action **Get Changes** Tool to retrieve changes from SharePoint list change log. Use when processing webhook notifications to get actual changes that occurred. Set boolean flags in query (Add, Item, Update, etc.) to filter change types. Store the ChangeToken from the last change and use as ChangeTokenStart in subsequent calls to track only new changes. - Action **Get Content Type** Tool to retrieve a single SharePoint content type by its ID. Use when you need detailed information about a specific content type including its fields, forms, and metadata. - Action **Get Content Types For List** Tool to retrieve all content types for a specific SharePoint list by GUID. Use when you need the content type IDs, names, and descriptions of every content type in a list. - Action **Get Drive By Id** Get one SharePoint or OneDrive drive by its drive ID from the selected site endpoint. - Action **Get Drive Item Analytics** Tool to get analytics for a SharePoint drive item. Use when you need to retrieve access statistics (view counts, unique viewers) for files or folders in SharePoint/OneDrive. - Action **Get Drive Item By Id** Get metadata for one file or folder by drive ID and item ID from a SharePoint site or provider-derived OneDrive for Business personal-site URL. - Action **Get Drive Item Thumbnails By Path** Retrieve thumbnail URL and dimension sets for a default-drive item by path. - Action **Get Group Users** Retrieves all users who are members of a specified SharePoint group. This action returns user information including IDs, names, email addresses, login names, and permission details. Supports OData query parameters for filtering, sorting, field selection, and pagination. Use this when you need to audit group membership, check user permissions, or list members of a specific group. - Action **Get Group Users By Id** Tool to retrieve all users in a specific SharePoint site group by group ID. Use when you have the numeric group ID and need to list all members of that group, including their IDs, names, email addresses, and permission details. Supports OData query parameters for filtering, sorting, field selection, and pagination. - Action **Get Item Attachment Content** Tool to download an attachment from a SharePoint list item. Use when retrieving the binary contents of a specific attachment after confirming the list title, item ID, and filename. - Action **Get List By Guid** Tool to retrieve a SharePoint list by its GUID. Use when you need to fetch list metadata by its unique identifier. Prefer over name-based lookup tools when the GUID is known, as names may collide across similarly named lists. - Action **Get List By Title** Tool to retrieve a SharePoint list by its title. Use when you need to fetch list metadata by title. - Action **Get List Content Type By Id** Tool to retrieve a specific content type from a SharePoint list by its ID. Use when you need detailed information about a particular content type including its fields, schema, and metadata. - Action **Get List Field** Get one field definition from a SharePoint list by field GUID or exact internal name/title. - Action **Get List Item By Id** Tool to retrieve a SharePoint list item by ID. Use when you need to fetch a specific item after knowing its ID. - Action **Get List Items** Tool to retrieve items from a SharePoint list. Use when you need to fetch list entries with optional OData parameters. - Action **Get List Items By Guid** Tool to retrieve items from a SharePoint list using its GUID. Use when you have the list's unique identifier and need to fetch list entries with optional OData parameters. - Action **Get List Item Version** Tool to retrieve a specific version of a SharePoint list item. Use when you need to access historical versions of list items. - Action **Get Shares** Access a shared SharePoint file or folder by share ID or encoded sharing URL without granting lasting access. - Action **Get Site By Hostname** Retrieve SharePoint site information by hostname or URL. Returns site metadata including site ID, display name, URLs, and timestamps. Use this action when you need to discover a site's identifier or properties using only its hostname, which is essential for subsequent operations requiring siteId. Useful for validating site existence or obtaining site metadata without prior knowledge of internal IDs. - Action **Get Site By Id** Tool to retrieve information about a SharePoint site (web) by its unique identifier. Use this action when you have a specific site GUID and need to fetch its metadata such as title, URL, language, or template information. - Action **Get Site Drive Item By Path** Tool to retrieve a file or folder by its server-relative path in a SharePoint site. Use when you need to get metadata for an item (file or folder) by path. - Action **Get Site Page Content** Tool to retrieve modern SharePoint Site Pages content by reading list item fields. Use when a.aspx page result cannot be downloaded as a file or when you need the structured content (CanvasContent1, LayoutWebpartsContent) of modern pages. - Action **Get Upload Session** Returns the status of a resumable file upload session: which byte ranges are still expected and when the session expires. - Action **Get User Effective Permissions On Web** Get a user's effective permissions on the current SharePoint site (Web). This action retrieves the combined permissions a user has on the site, taking into account direct permissions, group memberships, and permission inheritance. Use this when you need to verify what permissions a user or group has before performing operations. The response contains permission masks as 64-bit integers split into high and low 32-bit values. A value of "0" for both means no permissions. Returns site-level permissions only; list-level or item-level grants and restrictions are not reflected. - Action **Get Webhook Subscriptions** Tool to retrieve all webhook subscriptions on a SharePoint list. Use when you need to view existing webhook configurations for a list. - Action **Is Followed** Tool to check if the current user is following a specified actor. Use when verifying follow status before performing follow or unfollow operations. - Action **List Content Type Field Links** Returns the field links (columns) attached to a SharePoint site content type. - Action **List Default View Fields** List the field internal names currently displayed in a SharePoint list's default view. Use this before adding or clearing default-view fields, and use SHARE_POINT_LIST_LIST_COLUMNS when full field definitions are needed. - Action **List Drive Children** Tool to list children (files and folders) in a SharePoint drive using REST API v2.0. Use when you need to enumerate items in a drive's root folder or a specific folder within the drive. - Action **List Drive Item Permissions** List effective sharing permissions for one drive item. This returns drive-item sharing/link permissions, not SharePoint web role assignments; non-owners may receive only permissions that apply to them. - Action **List Drive Item Versions** List retained versions of a SharePoint drive item, newest first. - Action **List Drive Recent Items** Tool to list recently modified items in a SharePoint drive using Microsoft Graph API. Returns files and folders from the root folder sorted by modification time (most recent first). Note: This action uses the /root/children endpoint with $orderby=lastModifiedDateTime desc to retrieve recently modified items from the root folder. - Action **List Files In Folder** Tool to list files within a SharePoint folder (non-recursive; does not enumerate subfolders). Use when you need to enumerate all files in a folder by its server-relative URL. To cover nested structures, call the tool separately for each subfolder. - Action **List Item Attachments** Tool to list all attachments for a SharePoint list item. Use when you need to retrieve filenames and server-relative URLs of each attachment after confirming the list title and item ID. - Action **List List Columns** List column definitions for a SharePoint list. First use SHARE_POINT_LIST_ALL_LISTS on the target site to obtain the list Id, then call this action with that list_id and the same site_name. Returns field metadata including column names, types, and properties. - Action **List List Views** List saved views for a SharePoint list selected by GUID or exact title, with optional OData projection, filtering, sorting, and offset pagination. - Action **List Scoped Role Assignments** List principals and expanded permission-level bindings on a SharePoint list or list item. The delegated user must have a permission level containing Enumerate Permissions on the selected resource. - Action **List Subfolders In Folder** Tool to list immediate child folders within a SharePoint folder. Use when you need folder navigation or directory discovery by server-relative URL. - Action **Publish Site Page** Publish the latest version of a modern SharePoint site page by its positive item ID. - Action **Recycle File** Tool to move a file to the Recycle Bin. Use when you need to recycle a file after confirming its folder and filename paths. - Action **Recycle List Item** Tool to move a list item to the Recycle Bin. Use when you need to soft-delete an item but preserve the ability to restore it. - Action **Redeem Share** Redeem a SharePoint sharing link and grant the connected account durable access to the shared file or folder. - Action **Rename Folder** Renames a SharePoint folder by updating its list item metadata. To use this action: 1. Provide the folder path and new leaf folder name. 2. The action updates the folder list item fields needed by SharePoint. The rename operation updates both the folder's display name (Title) and actual name (FileLeafRef). Note: This only changes the folder name, not its location in the hierarchy. - Action **Render List Data As Stream** Retrieve list items from SharePoint with rich metadata and formatting. Returns items in the 'Row' array along with pagination info (FirstRow, LastRow, NextHref). Supports CAML queries via ViewXml for filtering and sorting. Use this when you need list data with properly formatted field values, lookup fields, or managed metadata - more capable than standard OData endpoints. - Action **Resolve Sharing Link** Resolve a SharePoint sharing URL or provider share token to its underlying drive item. Provide exactly one of sharing_url or share_token. - Action **Restore Drive Item Version** Tool to restore a previous version of a SharePoint drive item. Use when you need to revert a file to an earlier version. - Action **Restore Recycle Bin Item** Tool to restore a SharePoint Recycle Bin item. Use when you need to recover a deleted item by providing its GUID. - Action **Search Files** Search for files across all SharePoint sites and OneDrive using Keyword Query Language. Returns files matching the query with metadata like title, path, size, author, and modification time. Use this action when you need to discover files broadly across an organization without knowing specific drive IDs or site locations. Results are automatically filtered to show only document content types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or query contains an equivalent Path restriction. Use from_index and row_limit parameters to paginate through large result sets. - Action **Search Query** Search SharePoint content using Keyword Query Language (KQL). Returns documents, list items, folders, and other content matching your query. Supports filtering by properties (file type, author, date), pagination, and custom property selection. Results are nested under PrimaryQueryResult→RelevantResults→Table→Rows→Cells as Key/Value pairs requiring explicit extraction. Results are security-trimmed: inaccessible content never appears even if it exists. Use contentclass (e.g., STS_Site, STS_Web, STS_ListItem_DocumentLibrary) in querytext to isolate specific item types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or querytext contains an equivalent Path restriction. - Action **Sharepoint Check Out File** Tool to check out a file in a document library. Use when you need to lock a file before making changes. - Action **Sharepoint Create Folder** Creates a new folder in sharepoint using the rest api. - Action **Sharepoint Create List** Creates a new list in sharepoint using the rest api. - Action **Sharepoint Create List Item** Creates a new item in a sharepoint list. - Action **Sharepoint Create User** Creates a new user in sharepoint. - Action **Sharepoint Find User** Finds a user in both microsoft graph and sharepoint to verify their existence and status. - Action **Sharepoint Remove User** Removes a user from sharepoint. will not fail if user doesn't exist. - Action **Undo Checkout File** Tool to undo a file checkout, discarding any changes made while checked out. Use when you need to cancel edits and unlock the file without saving. - Action **Update Content Type** Tool to update a SharePoint content type's properties such as name, description, group, or hidden status. Use when you need to modify content type metadata. - Action **Update Drive Item** Tool to update the properties of a drive item (file or folder) in SharePoint using SharePoint REST API. Use when you need to rename files/folders or update their title property. - Action **Update File Item** Tool to update metadata fields on a SharePoint file item via its ListItemAllFields. Use this action when you need to modify document properties, custom columns, or metadata without changing the file content itself. This operates on the list item behind the file, allowing you to set Title, Status, Owner, Categories, or any other library column. - Action **Update List** Tool to update properties of an existing SharePoint list. Use when you need to modify list metadata such as title, description, or settings like versioning and attachments. - Action **Update List Field** Update one or more mutable properties of an existing SharePoint list field identified by list and field GUID. Provide at least one of title, description, required, hidden, indexed, or enforce_unique_values. This changes the field schema for the selected list. - Action **Update List Item** Tool to update fields on an existing SharePoint list item. Use when you need to modify an item's properties with proper ETag concurrency control via MERGE. - Action **Update List View Fields** Add, move, or remove all fields in one SharePoint list view selected by GUID or title. - Action **Update Site** Tool to update properties of the current SharePoint site (web). Use when you need to modify site title, description, or other SP.Web properties via MERGE. - Action **Update Site Field** Update mutable properties of an existing SharePoint site field by GUID. Provide at least one of title, description, required, hidden, indexed, or enforce_unique_values. This changes reusable web-level schema for the selected site. - Action **Upload File** Tool to upload a file to a SharePoint document library or folder. Use when you need to programmatically add or update a file in a document library. - Action **Upload From Url** Tool to fetch a file from a URL and upload it to SharePoint. Use when you need to upload files directly from external URLs without downloading them to the client first. When a file with the same name already exists, use conflict_behavior to control the behavior: - 'replace': Overwrites the existing file (fails with HTTP 423 if the file is locked/open) - 'fail': Returns an error if a file with that name exists - 'rename': Uploads with an auto-generated suffix (e.g., 'report 1.docx'), bypassing file locks - Action **Upload Large File** Create a direct-v2 upload session and upload one file in sequential chunks. - Action **Validate And Update Document Fields** Validate and commit document-library field values for a SharePoint file. Inspect every returned HasException and ErrorMessage because HTTP 200 can include rejected fields. ## Each app on its own - [ **Mindbody** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connections/mindbody) - [ **Microsoft SharePoint** SharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate...](https://apiant.ai/connections/microsoft-sharepoint) Reviews ## What our customers say ## More from Mindbody - [ **Mindbody to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mindbody-to-salesforce) - [ **Mindbody to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/mindbody-to-google-calendar) - [ **Mindbody to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mindbody-to-quickbooks-online) - [ **Mindbody to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/mindbody-to-trello) - [ **Mindbody to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/mindbody-to-zoom) - [ **Mindbody to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/mindbody-to-pandadoc) ## More into Microsoft SharePoint - [ **HubSpot to Microsoft SharePoint** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-microsoft-sharepoint) - [ **Salesforce to Microsoft SharePoint** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-microsoft-sharepoint) - [ **Slack to Microsoft SharePoint** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-microsoft-sharepoint) - [ **Google Sheets to Microsoft SharePoint** Google Sheets](https://apiant.ai/connect/google-sheets-to-microsoft-sharepoint) - [ **Gmail to Microsoft SharePoint** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-sharepoint) - [ **Google Calendar to Microsoft SharePoint** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-sharepoint) Questions ## Mindbody and Microsoft SharePoint, answered ### ### What can start an automation from Mindbody? Any of Mindbody's 57 triggers in the catalog, including Class updated, Completed appointment, New appointment booking and New class booking. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Microsoft SharePoint when something happens in Mindbody? Any of Microsoft SharePoint's 100 actions, including Create Content Type, Create Drive Item Sharing Link, Create List Field and Create List Item By Id. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft SharePoint to Mindbody? Microsoft SharePoint has no triggers in the catalog today, so automations start in Mindbody. If you need the other direction, ask: your agent reads Microsoft SharePoint's API documentation and adds it. ### ### Do I have to build a connector for Mindbody or Microsoft SharePoint? 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. ### ### Can my AI client use Mindbody and Microsoft SharePoint without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.