Use Claude for Outlook

office-agents/outlook Changed · +7 / -2 lines

 ### When you connect through a third-party platform
 
 The prompt goes only to the inference endpoint you configured, such as
-Vertex AI, Azure AI Foundry, or an LLM gateway. No mailbox content reaches
-Anthropic. See
+Amazon Bedrock, Vertex AI, Azure AI Foundry, or an LLM gateway. On Amazon
+Bedrock, Vertex AI, or a gateway that routes to them, no mailbox content
+reaches Anthropic. On Azure AI Foundry, Anthropic operates the Claude models
+and processes prompts as an independent processor for Microsoft, as
+described in
+[Claude in Microsoft Foundry](https://platform.claude.com/docs/en/build-with-claude/claude-in-microsoft-foundry).
+See
 [Use Claude for M365 with third-party platforms](/docs/office-agents/third-party-platforms)
 for configuration details. The add-in does not keep a server-side copy or
 index of your mailbox.

office-agents/outlook First recorded · 477 lines, first recorded

# Use Claude for Outlook ## What you can do ## Get started with Claude for Outlook ### Supported versions ### Install for yourself ### Deploy to your organization ### Install from a manifest file ### Grant Microsoft Graph consent #### Use your own Entra app instead ### Deploy in a US Government or national cloud ### Connect through a third-party platform ## Triage your inbox ## Draft replies in your voice ## Summarize long threads ## Read attachments inline ## Search your mailbox ## Find time and create events ## Prep for meetings ## Work across M365 apps ## Model availability ## How Claude accesses your mailbox ### When you sign in with a Claude account ### When you connect through a third-party platform ## Chat history ## Data retention and audit ## Prompt injection risks ## Recommended use during beta

The first capture of this source. The page was already there, and this is what it said.

# Use Claude for Outlook

> An Outlook add-in that integrates Claude into your inbox and calendar, for Pro, Max, Team, and Enterprise plans.

Claude for Outlook is an add-in that brings Claude into your Outlook inbox
and calendar. It is built for professionals whose work runs through email,
including private equity and investment banking associates managing deal
flow, in-house legal teams running counterparty negotiations, and
consultants tracking multiple client threads.

<Note>
  Claude for Outlook is currently in beta and available to Pro, Max, Team,
  and Enterprise plans.
</Note>

## What you can do

With Claude for Outlook, you can:

* Triage your unread inbox into what needs you, what Claude can handle,
  and what is noise.
* Draft replies, reply-alls, and forwards in your voice, landed unsent in
  Outlook's compose pane.
* Summarize long threads into decisions made, open items, and who owes
  what, with per-email citations.
* Read `.docx` and `.xlsx` attachments inline without opening them.
* Find meeting times across attendees and draft invites into Outlook's
  native appointment form.
* Prep for your next meeting with a one-page brief of recent threads and
  attached documents.

## Get started with Claude for Outlook

### Supported versions

Claude for Outlook runs on the following Outlook clients.

* Outlook on the web
* Outlook on Windows, both new Outlook and classic Outlook, with a
  Microsoft 365 subscription
* Outlook on Mac with a Microsoft 365 subscription

The following are not supported: Outlook 2016 and 2019 perpetual or
volume-licensed editions, Outlook on iOS, Outlook on Android, and
mailboxes hosted on Exchange on-premises. Exchange Online through
Microsoft 365 is required.

### Install for yourself

<Steps>
  <Step title="Open the marketplace listing">
    Go to the [Claude for Outlook listing on Microsoft AppSource](https://appsource.microsoft.com/).
  </Step>

  <Step title="Install the add-in">
    Select "Get it now" to install.
  </Step>

  <Step title="Open Claude in Outlook">
    Open Outlook, open any email, select the Claude button in the message
    ribbon, and sign in with your Claude account.
  </Step>
</Steps>

If you do not see the Claude button on the message, open the overflow menu
on the reading pane, choose Customize actions, and check Claude under
Apps. It then appears on every message and in the Home ribbon.

### Deploy to your organization

Organization admins can deploy Claude for Outlook through the Microsoft
365 Admin Center.

<Steps>
  <Step title="Allow Office Store access">
    In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go
    to Settings, Org Settings, User owned apps and services, and turn on
    ["Let users access the Office Store"](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center).
  </Step>

  <Step title="Open Integrated apps">
    Go to Settings, then Integrated apps.
  </Step>

  <Step title="Find the add-in">
    Search for "Claude for Outlook" in Microsoft AppSource.
  </Step>

  <Step title="Deploy">
    Deploy the add-in to your organization or to specific people. See
    [Microsoft's deployment guide](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins)
    for assignment options.
  </Step>

  <Step title="Grant Microsoft Graph consent">
    Complete the [Microsoft Graph admin consent](#grant-microsoft-graph-consent)
    step below so users are not prompted individually.
  </Step>
</Steps>

<Note>
  If your organization uses Microsoft Entra Privileged Identity
  Management (PIM) for admin roles, the Integrated apps page does not
  recognize roles activated through PIM, so deployment fails. This is a
  [known Microsoft issue](https://learn.microsoft.com/en-us/office/dev/add-ins/resources/resources-office-add-in-known-issues),
  tracking ID 11126536. To work around it, deploy from an admin account
  with the required role assigned as permanently active rather than
  PIM-eligible. See
  [Microsoft's troubleshooting guidance](https://learn.microsoft.com/en-us/troubleshoot/microsoft-365/admin/miscellaneous/cannot-deploy-add-in-integrated-apps-menu).
  Individual users can still
  [install the add-in themselves](#install-for-yourself).
</Note>

After installation, team members open Outlook, open any email, select the
Claude button in the message ribbon, and sign in with their Claude
credentials. Pinning the task pane keeps it open as you move between
messages.

<Warning>
  Organizations that have disabled "Let users access the Office Store" may
  find that admin-deployed add-ins don't appear for users. To work around
  this, deploy using the manifest XML file described below.
</Warning>

### Install from a manifest file

If your organization blocks the Microsoft Store, an IT administrator can
deploy the add-in by uploading its manifest file directly.

<Steps>
  <Step title="Download the manifest">
    Download the
    [Claude for Outlook manifest](https://pivot.claude.ai/manifest-outlook.xml)
    and save it to a secure location.
  </Step>

  <Step title="Open Integrated apps">
    In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go
    to Settings, then Integrated apps.
  </Step>

  <Step title="Upload the add-in">
    Select Upload custom apps, then Office Add-in. Choose "I have a
    manifest file on this device", select the file you downloaded, and
    upload it.
  </Step>

  <Step title="Assign people">
    Choose your deployment scope: the entire organization, specific
    people, specific groups, or just yourself for testing.
  </Step>

  <Step title="Deploy">
    Review the settings and select Deploy. The add-in appears within
    minutes for most people. Full organization rollout can take up to 24
    hours on the Microsoft 365 side.
  </Step>

  <Step title="Grant Microsoft Graph consent">
    Complete the consent step in the next section.
  </Step>
</Steps>

### Grant Microsoft Graph consent

Claude for Outlook reads mail and calendar data through Microsoft Graph.
This requires a one-time tenant-wide grant from a Global Administrator
and is separate from the Integrated apps deployment.

Have a Global Administrator open the following admin consent link in a
browser where they are signed in to your Microsoft 365 tenant.

```
https://login.microsoftonline.com/organizations/v2.0/adminconsent?client_id=c2995f31-11e7-4882-b7a7-ef9def0a0266&scope=https://graph.microsoft.com/Mail.ReadWrite%20https://graph.microsoft.com/Calendars.Read%20https://graph.microsoft.com/User.Read%20offline_access&redirect_uri=https://pivot.claude.ai/auth/callback
```

The administrator sees a Microsoft permissions screen listing
`Mail.ReadWrite`, `Calendars.Read`, `User.Read`, and `offline_access`.
After they select Accept, all users in the organization
can use Claude for Outlook without additional Microsoft prompts. The grant
takes effect immediately. Only the add-in rollout in the previous step can
take up to 24 hours.

If this step is skipped, every user sees a "Need admin approval" message
when Claude first tries to read mail or calendar data.

The redirect to `pivot.claude.ai` after consent carries only the consent
outcome, never a token or authorization code. See
[Why sign-in redirects through pivot.claude.ai](/docs/office-agents/third-party-platforms#why-sign-in-redirects-through-pivotclaudeai)
for what each redirect carries and how to verify it in a network capture.

#### Use your own Entra app instead

If your organization's policy does not permit consenting to a third-party
multi-tenant application, register a single-tenant application in the
Microsoft Entra admin center and have the add-in use it instead. The data
flow is identical; the Graph token stays in the user's Outlook client
either way. The difference is that approval and Conditional Access policy
live entirely under an application your organization owns.

<Steps>
  <Step title="Register the application">
    In the Entra admin center, go to App registrations and create a new
    registration. Choose "Accounts in this organizational directory only".
  </Step>

  <Step title="Configure authentication">
    Under Authentication, add a Single-page application platform with
    redirect URI `brk-multihub://pivot.claude.ai`. In Advanced settings,
    set "Allow public client flows" to Yes.
  </Step>

  <Step title="Add Graph permissions">
    Under API permissions, add the Microsoft Graph delegated permissions
    `Mail.ReadWrite`, `Calendars.Read`, `User.Read`, and `offline_access`.
    Select "Grant admin consent" for your tenant.
  </Step>

  <Step title="Append the client ID to the manifest URL">
    Copy the application's client ID from the Overview page. Append
    `?graph_client_id=YOUR_CLIENT_ID` to the manifest URL from the
    [Install from a manifest file](#install-from-a-manifest-file) section
    and use that URL when downloading the manifest.
  </Step>
</Steps>

With this option, skip the admin consent link entirely. Users do not see a
Microsoft permissions prompt because your tenant has already consented to
your own application.

### Deploy in a US Government or national cloud

If your Microsoft 365 tenant is in GCC High, DoD, or 21Vianet, register
your own Entra application with `graph_client_id` as described above
(Anthropic's multi-tenant application exists only in the global cloud)
and set `graph_cloud` to the matching value:

| Tenant            | `graph_cloud`                      |
| ----------------- | ---------------------------------- |
| Commercial or GCC | `global` (default; may be omitted) |
| GCC High          | `us-gov-high`                      |
| DoD               | `us-gov-dod`                       |
| 21Vianet (China)  | `china`                            |

For a DoD tenant the manifest URL ends with:

```
?graph_client_id=YOUR_CLIENT_ID&graph_cloud=us-gov-dod
```

For GCC High and 21Vianet tenants, `graph_cloud` may be omitted: the
add-in detects those clouds at sign-in from the authority host Outlook
reports. Setting it explicitly is still recommended when your compliance
program requires the endpoints to be fixed in the reviewed manifest
rather than derived at runtime. DoD tenants share an authority host with
GCC High, so `graph_cloud=us-gov-dod` is always required for DoD.

### Connect through a third-party platform

If your organization routes API traffic through an internal LLM gateway,
Amazon Bedrock, Google Cloud Vertex AI, or Azure AI Foundry, you can use
the add-in without Claude accounts. This is the same gateway pattern used
by Claude Code.

For setup instructions and gateway requirements, see
[Use Claude for M365 with third-party platforms](/docs/office-agents/third-party-platforms).

## Triage your inbox

Ask Claude what needs your attention. Claude reads your unread mail and
attachments and sorts them into three groups: action items for you, items
Claude can handle for your review, and noise you can archive in one
selection. Each action item carries a one-line reason. Items Claude can
handle, such as scheduling asks, acknowledgments, and standard-form
documents, arrive pre-drafted.

Prompts to try:

* "What needs me?"
* "Draft replies for everything you can handle"
* "Archive all the calendar responses and newsletters"

## Draft replies in your voice

Tell Claude what you want to say. It drafts the reply into Outlook's
native compose pane, unsent. Tone is learned from your sent folder, so
the draft matches your sentence length and formality register. Claude
leaves the closing off so Outlook can append your configured signature
without duplication.
Claude chooses reply versus reply-all deliberately and warns before adding
anyone who was not on the thread.

Prompts to try:

* "Reply to this and agree to the extension, push back on the fee"
* "Reply-all thanking everyone and confirming Thursday works"
* "Forward this to Dana with a two-line summary"

## Summarize long threads

Cut at 300 lines.