Use Claude for Outlook changedoffice-agents/outlook
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88flow, in-house legal teams running counterparty negotiations, and
99consultants tracking multiple client threads.
1010
11<Note>
12 Claude for Outlook is currently in beta and available to Pro, Max, Team,
13 and Enterprise plans.
14</Note>
11> [!NOTE]
12>
13> Claude for Outlook is currently in beta and available to Pro, Max, Team,
14> and Enterprise plans.
1515
1616## What you can do
1717
from line 47
4747
4848### Install for yourself
4949
50<Steps>
51 <Step title="Open the marketplace listing">
52 Go to the [Claude for Outlook listing on Microsoft AppSource](https://marketplace.microsoft.com/en-us/product/office/WA200010724?tab=Overview).
53 </Step>
50**1. Open the marketplace listing**
5451
55 <Step title="Install the add-in">
56 Select "Get it now" to install.
57 </Step>
52Go to the [Claude for Outlook listing on Microsoft AppSource](https://marketplace.microsoft.com/en-us/product/office/WA200010724?tab=Overview).
5853
59 <Step title="Open Claude in Outlook">
60 Open Outlook, open any email, select the Claude button in the message
61 ribbon, and sign in with your Claude account.
62 </Step>
63</Steps>
54**2. Install the add-in**
6455
56Select "Get it now" to install.
57
58**3. Open Claude in Outlook**
59
60Open Outlook, open any email, select the Claude button in the message
61ribbon, and sign in with your Claude account.
62
6563If you do not see the Claude button on the message, open the overflow menu
6664on the reading pane, choose Customize actions, and check Claude under
6765Apps. It then appears on every message and in the Home ribbon.
from line 69
7169Organization admins can deploy Claude for Outlook through the Microsoft
7270365 Admin Center.
7371
74<Steps>
75 <Step title="Allow Office Store access">
76 In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go
77 to Settings, Org Settings, User owned apps and services, and turn on
78 ["Let users access the Office Store"](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center).
79 </Step>
72**1. Allow Office Store access**
8073
81 <Step title="Open Integrated apps">
82 Go to Settings, then Integrated apps.
83 </Step>
74In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go
75to Settings, Org Settings, User owned apps and services, and turn on
76["Let users access the Office Store"](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center).
8477
85 <Step title="Find the add-in">
86 Search for "Claude for Outlook" in Microsoft AppSource.
87 </Step>
78**2. Open Integrated apps**
8879
89 <Step title="Deploy">
90 Deploy the add-in to your organization or to specific people. See
91 [Microsoft's deployment guide](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins)
92 for assignment options.
93 </Step>
80Go to Settings, then Integrated apps.
9481
95 <Step title="Grant Microsoft Graph consent">
96 Complete the [Microsoft Graph admin consent](#grant-microsoft-graph-consent)
97 step below so users are not prompted individually.
98 </Step>
99</Steps>
82**3. Find the add-in**
10083
101<Note>
102 If your organization uses Microsoft Entra Privileged Identity
103 Management (PIM) for admin roles, the Integrated apps page does not
104 recognize roles activated through PIM, so deployment fails. This is a
105 [known Microsoft issue](https://learn.microsoft.com/en-us/office/dev/add-ins/resources/resources-office-add-in-known-issues),
106 tracking ID 11126536. To work around it, deploy from an admin account
107 with the required role assigned as permanently active rather than
108 PIM-eligible. See
109 [Microsoft's troubleshooting guidance](https://learn.microsoft.com/en-us/troubleshoot/microsoft-365/admin/miscellaneous/cannot-deploy-add-in-integrated-apps-menu).
110 Individual users can still
111 [install the add-in themselves](#install-for-yourself).
112</Note>
84Search for "Claude for Outlook" in Microsoft AppSource.
11385
86**4. Deploy**
87
88Deploy the add-in to your organization or to specific people. See
89[Microsoft's deployment guide](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins)
90for assignment options.
91
92**5. Grant Microsoft Graph consent**
93
94Complete the [Microsoft Graph admin consent](#grant-microsoft-graph-consent)
95step below so users are not prompted individually.
96
97> [!NOTE]
98>
99> If your organization uses Microsoft Entra Privileged Identity
100> Management (PIM) for admin roles, the Integrated apps page does not
101> recognize roles activated through PIM, so deployment fails. This is a
102> [known Microsoft issue](https://learn.microsoft.com/en-us/office/dev/add-ins/resources/resources-office-add-in-known-issues),
103> tracking ID 11126536. To work around it, deploy from an admin account
104> with the required role assigned as permanently active rather than
105> PIM-eligible. See
106> [Microsoft's troubleshooting guidance](https://learn.microsoft.com/en-us/troubleshoot/microsoft-365/admin/miscellaneous/cannot-deploy-add-in-integrated-apps-menu).
107> Individual users can still
108> [install the add-in themselves](#install-for-yourself).
109
114110After installation, team members open Outlook, open any email, select the
115111Claude button in the message ribbon, and sign in with their Claude
116112credentials. Pinning the task pane keeps it open as you move between
117113messages.
118114
119<Warning>
120 Organizations that have disabled "Let users access the Office Store" may
121 find that admin-deployed add-ins don't appear for users. To work around
122 this, deploy using the manifest XML file described below.
123</Warning>
115> [!WARNING]
116>
117> Organizations that have disabled "Let users access the Office Store" may
118> find that admin-deployed add-ins don't appear for users. To work around
119> this, deploy using the manifest XML file described below.
124120
125121### Install from a manifest file
126122
from line 123
127123If your organization blocks the Microsoft Store, an IT administrator can
128124deploy the add-in by uploading its manifest file directly.
129125
130<Steps>
131 <Step title="Download the manifest">
132 Download the
133 [Claude for Outlook manifest](https://pivot.claude.ai/manifest-outlook.xml)
134 and save it to a secure location.
135 </Step>
126**1. Download the manifest**
136127
137 <Step title="Open Integrated apps">
138 In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go
139 to Settings, then Integrated apps.
140 </Step>
128Download the
129[Claude for Outlook manifest](https://pivot.claude.ai/manifest-outlook.xml)
130and save it to a secure location.
141131
142 <Step title="Upload the add-in">
143 Select Upload custom apps, then Office Add-in. Choose "I have a
144 manifest file on this device", select the file you downloaded, and
145 upload it.
146 </Step>
132**2. Open Integrated apps**
147133
148 <Step title="Assign people">
149 Choose your deployment scope: the entire organization, specific
150 people, specific groups, or just yourself for testing.
151 </Step>
134In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go
135to Settings, then Integrated apps.
152136
153 <Step title="Deploy">
154 Review the settings and select Deploy. The add-in appears within
155 minutes for most people. Full organization rollout can take up to 24
156 hours on the Microsoft 365 side.
157 </Step>
137**3. Upload the add-in**
158138
159 <Step title="Grant Microsoft Graph consent">
160 Complete the consent step in the next section.
161 </Step>
162</Steps>
139Select Upload custom apps, then Office Add-in. Choose "I have a
140manifest file on this device", select the file you downloaded, and
141upload it.
163142
143**4. Assign people**
144
145Choose your deployment scope: the entire organization, specific
146people, specific groups, or just yourself for testing.
147
148**5. Deploy**
149
150Review the settings and select Deploy. The add-in appears within
151minutes for most people. Full organization rollout can take up to 24
152hours on the Microsoft 365 side.
153
154**6. Grant Microsoft Graph consent**
155
156Complete the consent step in the next section.
157
164158### Grant Microsoft Graph consent
165159
166160Claude for Outlook reads mail and calendar data through Microsoft Graph.
from line 192
198192either way. The difference is that approval and Conditional Access policy
199193live entirely under an application your organization owns.
200194
201<Steps>
202 <Step title="Register the application">
203 In the Entra admin center, go to App registrations and create a new
204 registration. Choose "Accounts in this organizational directory only".
205 </Step>
195**1. Register the application**
206196
207 <Step title="Configure authentication">
208 Under Authentication, add a Single-page application platform with
209 redirect URI `brk-multihub://pivot.claude.ai`. In Advanced settings,
210 set "Allow public client flows" to Yes.
211 </Step>
197In the Entra admin center, go to App registrations and create a new
198registration. Choose "Accounts in this organizational directory only".
212199
213 <Step title="Add Graph permissions">
214 Under API permissions, add the Microsoft Graph delegated permissions
215 `Mail.ReadWrite`, `Calendars.Read`, `User.Read`, and `offline_access`.
216 Select "Grant admin consent" for your tenant.
217 </Step>
200**2. Configure authentication**
218201
219 <Step title="Add the client ID to the manifest">
220 Copy the application's client ID from the Overview page. Download the
221 manifest from the
222 [Install from a manifest file](#install-from-a-manifest-file) section
223 and open it in a text editor. Search for `https://pivot.claude.ai/?m=`.
224 At the end of every URL that starts this way, inside the quotation
225 marks, add `&graph_client_id=YOUR_CLIENT_ID`. Lines that refer to a
226 URL by `resid` need no change, and neither do the icon or support
227 URLs. Save the file, then upload and deploy it as that section
228 describes.
229 </Step>
230</Steps>
202Under Authentication, add a Single-page application platform with
203redirect URI `brk-multihub://pivot.claude.ai`. In Advanced settings,
204set "Allow public client flows" to Yes.
231205
206**3. Add Graph permissions**
207
208Under API permissions, add the Microsoft Graph delegated permissions
209`Mail.ReadWrite`, `Calendars.Read`, `User.Read`, and `offline_access`.
210Select "Grant admin consent" for your tenant.
211
212**4. Add the client ID to the manifest**
213
214Copy the application's client ID from the Overview page. Download the
215manifest from the
216[Install from a manifest file](#install-from-a-manifest-file) section
217and open it in a text editor. Search for `https://pivot.claude.ai/?m=`.
218At the end of every URL that starts this way, inside the quotation
219marks, add `&graph_client_id=YOUR_CLIENT_ID`. Lines that refer to a
220URL by `resid` need no change, and neither do the icon or support
221URLs. Save the file, then upload and deploy it as that section
222describes.
223
232224The following example shows one edited line. The version number in your
233225file can differ. Type `&` exactly as shown: an XML file cannot contain
234226`&` on its own.
from line 398
406398the `Mail.Send` permission. Every draft lands unsent in Outlook's compose
407399or appointment form, and you click Send.
408400
409<Frame caption="Outlook mailbox access: the open item comes through Office.js, broader mailbox actions use Microsoft Graph, and the Graph token stays in the browser.">
410 <img src="https://mintcdn.com/claude-ai/-4jzPa4NasvobarI/images/office-agents/architecture/outlook-graph.png?fit=max&auto=format&n=-4jzPa4NasvobarI&q=85&s=3760f3ba806ce4cb2f835cfa2e409eae" alt="Claude reads the open item via Office.js and uses Microsoft Graph for mailbox-wide actions; the Graph token stays in the browser." width="2540" height="1294" data-path="images/office-agents/architecture/outlook-graph.png" />
411</Frame>
401
412402
413403Where mailbox content goes after Claude reads it depends on how you sign
414404in.
No line in this hunk matches that.