1
Environment
2
Documents
3
Tech Stack
4
Your Guide

SharePoint + Claude
RAG Setup Guide

Tell us about your SharePoint environment and get a custom architecture document showing exactly how to connect your document libraries to Claude as an intelligent knowledge base.

What is RAG? Retrieval-Augmented Generation lets Claude answer questions using your actual SharePoint documents — policies, procedures, contracts, knowledge bases — rather than just its training data. Only relevant passages are sent to Claude at query time, keeping costs low and responses accurate.

Custom Architecture

Tailored to your SharePoint version, document types, and tech stack

Integration Blueprint

Ingestion pipeline, vector DB selection, and sync strategy

Real Code Snippets

Python/TypeScript examples for auth, parsing, chunking, and querying

Downloadable Doc

Print-ready architecture document for your team or stakeholders

Your SharePoint Environment
This shapes the authentication approach, API availability, and sync options.
SharePoint Online (M365)Cloud-hosted via Microsoft 365Most common
SharePoint Server 2019On-premises, modern UI
SharePoint Server 2016On-premises, classic UI
SharePoint Server 2013 or olderLegacy, limited API support
Small — Under 1,000 docs
Medium — 1,000–10,000 docs
Large — 10,000–100,000 docs
Enterprise — 100,000+ docs
StaticRarely updated — policies, archives
LowWeekly or monthly updates
ModerateDaily updates
HighMultiple updates per day
Entra ID (Azure AD) SSOModern auth, service principalsRecommended
On-prem AD + AAD ConnectSynced hybrid identity
Standalone SharePoint authNo Azure AD
Not sure / mixed
Your Documents
This shapes chunking strategy, parser selection, and retrieval tuning.
Word Documents
Policies, reports, contracts
Excel Spreadsheets
Data tables, registers, schedules
PDFs
Formal reports, external materials
PowerPoint
Presentations, training materials
SharePoint Pages
Intranet content, how-to guides
OneNote Notebooks
Team notes, meeting records
Scanned / Image docs
Forms, diagrams with labels
Other file types
CSVs, text files, etc.
All public / internalNo confidential material in scope
MixedSome confidential docs in same libraries
Mostly confidentialSensitive data throughout
Strictly classifiedHighly confidential / regulated
Short — Under 5 pagesMostly tables, quick references
Medium — 5–20 pages
Long — 20–100 pages
Very long — 100+ pagesTechnical manuals, legal docs
Shared interfaceAll users, same document access
Role-based filteringDifferent users see different doc subsets
Per-user permission trimmingClaude respects each user's SP permissions
Technical Stack
These choices determine the code examples and component recommendations in your guide.
PythonBest RAG ecosystemRecommended
Node.js / TypeScriptGreat M365 SDK support
C# / .NETStrong Microsoft ecosystem fit
Azure AI SearchNative M365 integration, managed, Purview-compatibleRecommended
PineconeFully managed, fast, popular for enterprise RAG
WeaviateOpen source, self-hosted or cloud
ChromaDev-friendly, great for prototyping
pgvector (PostgreSQL)Good if you already run Postgres
No preferenceRecommend the best option
Nightly batchReindex overnight is fine
Near real-timeWithin an hour is acceptable
Real-timeChanges within minutes
Azure OpenAI Service
Azure AI Search
Azure Functions
Azure Key Vault
Analysing your SharePoint environment…
Designing ingestion pipeline…
Selecting vector indexing strategy…
Mapping authentication & permissions…
Writing architecture components…
Generating your custom guide…

Your Architecture Guide is Ready