Microsoft 365 Core MCP Server

# Document Generation - Quick Reference Guide ## 🚀 Quick Start Generate professional reports, presentations, and documents from Microsoft 365 data. ## 🎯 Available Tools ### 1. generate_powerpoint_presentation Create PowerPoint presentations with charts and custom layouts ### 2. generate_word_document Generate Word documents with tables, charts, and professional formatting ### 3. generate_html_report Create interactive HTML dashboards with themes ### 4. generate_professional_report Generate comprehensive multi-format reports from Graph data ### 5. oauth_authorize Manage OAuth 2.0 authorization for user-delegated file access --- ## 📋 JSON Examples ### PowerPoint Presentation #### Create Presentation ```json { "action": "create", "driveId": "b!abc123def456...", "folderPath": "Reports/Q4", "fileName": "security_analysis.pptx", "title": "Q4 Security Analysis", "template": "corporate", "slides": [ { "layout": "title", "title": "Security Overview", "subtitle": "Q4 2024 Report" }, { "layout": "chart", "title": "Alert Trends", "content": "Monthly alert statistics", "chart": { "type": "line", "data": { "labels": ["Oct", "Nov", "Dec"], "datasets": [{ "label": "Critical Alerts", "data": [12, 8, 15], "borderColor": "#dc3545" }] } } }, { "layout": "two-column", "title": "Key Findings", "leftColumn": { "title": "Strengths", "items": ["95% patch compliance", "Zero data breaches"] }, "rightColumn": { "title": "Areas for Improvement", "items": ["MFA adoption at 65%", "3 legacy systems"] } } ] } ``` #### List Presentations ```json { "action": "list", "driveId": "b!abc123def456...", "folderPath": "Reports" } ``` #### Export to PDF ```json { "action": "export", "driveId": "b!abc123def456...", "itemId": "01ABC123DEF456...", "format": "pdf" } ``` **Slide Layouts:** - `title`: Title slide - `title-content`: Title with bullet points - `two-column`: Two-column layout - `comparison`: Side-by-side comparison - `chart`: Chart visualization - `image`: Image with caption - `blank`: Blank slide --- ### Word Document #### Create Document ```json { "action": "create", "driveId": "b!abc123def456...", "folderPath": "Reports", "fileName": "compliance_report.docx", "title": "Compliance Audit Report", "template": "business", "sections": [ { "type": "heading1", "content": "Executive Summary" }, { "type": "paragraph", "content": "This report presents the findings of our Q4 compliance audit.", "alignment": "left" }, { "type": "heading2", "content": "Compliance Results" }, { "type": "table", "content": "Policy Compliance Status", "data": { "headers": ["Policy", "Status", "Score", "Notes"], "rows": [ ["Password Policy", "Compliant", "95%", "Excellent coverage"], ["MFA Policy", "Non-Compliant", "65%", "Needs improvement"], ["Device Encryption", "Compliant", "100%", "Full deployment"] ] } }, { "type": "list", "items": [ "Implement MFA awareness campaign", "Review legacy system access", "Update password complexity requirements" ], "ordered": true } ], "header": "Confidential - Internal Use Only", "footer": "Page {PAGE} of {NUMPAGES}", "includeTableOfContents": true } ``` #### Append to Document ```json { "action": "append", "driveId": "b!abc123def456...", "itemId": "01ABC123DEF456...", "sections": [ { "type": "pageBreak" }, { "type": "heading1", "content": "Appendix A: Detailed Findings" }, { "type": "paragraph", "content": "Additional compliance data..." } ] } ``` **Section Types:** - `heading1`, `heading2`, `heading3`: Headings - `paragraph`: Text paragraphs - `table`: Data tables - `list`: Bullet/numbered lists - `image`: Images with captions - `pageBreak`: Page breaks **Templates:** - `business`: Professional corporate - `academic`: Academic style (APA/MLA) - `report`: Executive report - `memo`: Internal memo --- ### HTML Report #### Create Dashboard ```json { "action": "create", "driveId": "b!abc123def456...", "folderPath": "Dashboards", "fileName": "user_activity.html", "title": "User Activity Dashboard", "theme": "dashboard", "description": "Real-time user engagement metrics", "author": "IT Security Team", "sections": [ { "type": "heading", "content": "User Activity Overview", "level": 1 }, { "type": "grid", "columns": 4, "items": [ { "type": "card", "title": "Active Users", "content": "1,245", "className": "bg-primary text-white" }, { "type": "card", "title": "New This Week", "content": "87", "className": "bg-success text-white" }, { "type": "card", "title": "Login Success", "content": "98.5%", "className": "bg-info text-white" }, { "type": "card", "title": "Alerts", "content": "3", "className": "bg-warning" } ] }, { "type": "chart", "chart": { "type": "bar", "data": { "labels": ["Week 1", "Week 2", "Week 3", "Week 4"], "datasets": [{ "label": "Active Users", "data": [1150, 1189, 1220, 1245], "backgroundColor": "#0078d4" }] } } }, { "type": "table", "data": { "headers": ["User", "Last Login", "Department", "Status"], "rows": [ ["John Doe", "2024-01-15 09:30", "IT", "Active"], ["Jane Smith", "2024-01-15 08:45", "HR", "Active"], ["Bob Johnson", "2024-01-14 16:20", "Sales", "Active"] ] } }, { "type": "alert", "content": "3 users require password reset", "alertType": "warning" } ] } ``` **Themes:** - `modern`: Corporate blue, professional - `classic`: Traditional, serif fonts - `minimal`: Clean, simple design - `dashboard`: Dark mode, gradients **Section Types:** - `heading`: H1-H6 headings - `paragraph`: Text blocks - `table`: Data tables - `chart`: Chart.js visualizations - `list`: Bullet/numbered lists - `grid`: Responsive columns - `card`: Content cards - `alert`: Notifications (info/warning/success/danger) --- ### Professional Report #### Security Analysis Report ```json { "reportType": "security-analysis", "title": "Q4 2024 Security Posture Assessment", "description": "Comprehensive security analysis for Q4 2024", "dataQueries": [ { "source": "alerts", "filter": "severity eq 'high' or severity eq 'critical'", "transformation": "count", "groupBy": "category" }, { "source": "devices", "filter": "complianceState eq 'noncompliant'", "transformation": "count", "groupBy": "operatingSystem" }, { "source": "audit-logs", "filter": "activityDisplayName eq 'Sign-in activity'", "transformation": "trend", "groupBy": "result" } ], "formats": ["pptx", "docx", "html", "pdf"], "driveId": "b!abc123def456...", "folderPath": "Reports/Q4", "includeExecutiveSummary": true, "includeRecommendations": true } ``` #### Compliance Audit Report ```json { "reportType": "compliance-audit", "title": "Annual Compliance Audit 2024", "description": "Comprehensive compliance verification", "dataQueries": [ { "source": "policies", "transformation": "count", "groupBy": "complianceStatus" }, { "source": "compliance", "transformation": "aggregate", "aggregation": "avg", "field": "complianceScore" }, { "source": "devices", "filter": "complianceState eq 'noncompliant'", "transformation": "count" } ], "formats": ["pptx", "docx", "html"], "driveId": "b!abc123def456...", "folderPath": "Compliance/Annual", "includeExecutiveSummary": true, "includeRecommendations": true } ``` #### User Activity Report ```json { "reportType": "user-activity", "title": "User Engagement Analysis - Q4", "dataQueries": [ { "source": "users", "filter": "accountEnabled eq true", "transformation": "count" }, { "source": "audit-logs", "filter": "activityDisplayName eq 'Sign-in activity'", "transformation": "trend", "groupBy": "createdDateTime" } ], "formats": ["html", "pptx"], "driveId": "b!abc123def456...", "folderPath": "Reports/UserActivity", "includeExecutiveSummary": false, "includeRecommendations": true } ``` **Report Types:** - `security-analysis`: Security posture assessment - `compliance-audit`: Compliance verification - `user-activity`: User behavior analysis - `device-health`: Device inventory and health - `custom`: Custom data queries **Data Sources:** - `users`: User accounts - `devices`: Device inventory - `groups`: Group memberships - `audit-logs`: Audit trail - `alerts`: Security alerts - `policies`: Applied policies - `compliance`: Compliance status **Transformations:** - `count`: Count records - `group-by`: Group and count - `aggregate`: Sum/avg/min/max - `trend`: Time-series analysis --- ### OAuth Authorization #### Step 1: Get Authorization URL ```json { "action": "get-auth-url", "scopes": [ "Files.ReadWrite", "Sites.ReadWrite.All", "User.Read", "offline_access" ], "state": "random-csrf-token-12345" } ``` **Response:** ```json { "sessionId": "550e8400-e29b-41d4-a716-446655440000", "authorizationUrl": "https://login.microsoftonline.com/{tenant}/oauth2/v2.0/authorize?client_id=...&response_type=code&redirect_uri=...&scope=Files.ReadWrite%20Sites.ReadWrite.All&state=random-csrf-token-12345" } ``` #### Step 2: Exchange Code for Token ```json { "action": "exchange-code", "sessionId": "550e8400-e29b-41d4-a716-446655440000", "authorizationCode": "code-from-redirect", "state": "random-csrf-token-12345" } ``` **Response:** ```json { "accessToken": "eyJ0eXAiOiJKV1QiLCJhbGc...", "refreshToken": "0.AXcA...", "expiresIn": 3600, "tokenType": "Bearer", "scope": "Files.ReadWrite Sites.ReadWrite.All User.Read" } ``` #### Step 3: Refresh Token ```json { "action": "refresh-token", "sessionId": "550e8400-e29b-41d4-a716-446655440000", "refreshToken": "0.AXcA..." } ``` #### Step 4: Revoke Token ```json { "action": "revoke", "sessionId": "550e8400-e29b-41d4-a716-446655440000", "token": "eyJ0eXAiOiJKV1QiLCJhbGc..." } ``` **Available Scopes:** - `Files.ReadWrite`: Read/write user files - `Files.ReadWrite.All`: Read/write all files - `Sites.ReadWrite.All`: SharePoint site access - `User.Read`: User profile - `offline_access`: Refresh tokens --- ## 🎨 Chart Types All document types support Chart.js visualizations: ### Line Chart ```json { "type": "line", "data": { "labels": ["Jan", "Feb", "Mar", "Apr"], "datasets": [{ "label": "Active Users", "data": [450, 520, 485, 510], "borderColor": "#0078d4" }] } } ``` ### Bar Chart ```json { "type": "bar", "data": { "labels": ["Q1", "Q2", "Q3", "Q4"], "datasets": [{ "label": "Revenue", "data": [65, 78, 82, 91], "backgroundColor": "#107c10" }] } } ``` ### Pie/Doughnut Chart ```json { "type": "doughnut", "data": { "labels": ["Compliant", "Non-Compliant", "In Progress"], "datasets": [{ "data": [75, 15, 10], "backgroundColor": ["#28a745", "#dc3545", "#ffc107"] }] } } ``` ### Multi-Dataset Chart ```json { "type": "line", "data": { "labels": ["Week 1", "Week 2", "Week 3", "Week 4"], "datasets": [ { "label": "Active Users", "data": [450, 520, 485, 510], "borderColor": "#0078d4" }, { "label": "New Users", "data": [45, 52, 38, 61], "borderColor": "#00bcf2" } ] } } ``` --- ## 📊 Common Use Cases ### 1. Executive Security Briefing ```json { "action": "create", "driveId": "b!...", "folderPath": "Executive/Security", "fileName": "security_briefing.pptx", "title": "Security Status Briefing", "template": "executive", "slides": [ {"layout": "title", "title": "Security Overview"}, {"layout": "chart", "title": "Threat Landscape"}, {"layout": "comparison", "title": "Risk Assessment"} ] } ``` ### 2. Compliance Documentation ```json { "action": "create", "driveId": "b!...", "folderPath": "Compliance", "fileName": "compliance_report.docx", "title": "Compliance Report", "template": "business", "sections": [ {"type": "heading1", "content": "Compliance Status"}, {"type": "table", "data": {...}}, {"type": "heading2", "content": "Recommendations"} ] } ``` ### 3. Real-Time Dashboard ```json { "action": "create", "driveId": "b!...", "folderPath": "Dashboards", "fileName": "security_dashboard.html", "title": "Security Dashboard", "theme": "dashboard", "sections": [ {"type": "grid", "columns": 4, "items": [...]}, {"type": "chart", "chart": {...}} ] } ``` ### 4. Multi-Format Analysis ```json { "reportType": "security-analysis", "title": "Comprehensive Security Analysis", "dataQueries": [...], "formats": ["pptx", "docx", "html", "pdf"], "driveId": "b!...", "folderPath": "Reports", "includeExecutiveSummary": true } ``` --- ## 🔐 Required Permissions ### Application Permissions (Client Credentials) - `Sites.ReadWrite.All` - `Files.ReadWrite.All` - `User.Read.All` - `DeviceManagementManagedDevices.Read.All` - `AuditLog.Read.All` - `SecurityEvents.Read.All` ### Delegated Permissions (OAuth) - `Files.ReadWrite` - `Sites.ReadWrite.All` - `User.Read` - `offline_access` --- ## ⚡ Quick Tips 1. **Use Professional Reports** for comprehensive multi-format output 2. **HTML Reports** best for interactive dashboards 3. **PowerPoint** ideal for executive presentations 4. **Word Documents** for detailed analysis and documentation 5. **OAuth** required for user-specific file operations 6. Always specify `driveId` - get from Microsoft Graph: `/v1.0/me/drive` 7. Use `folderPath` format: `"Reports/Q4"` (no leading/trailing slashes) 8. File names should include extension: `.pptx`, `.docx`, `.html` 9. Chart.js types: `line`, `bar`, `pie`, `doughnut`, `radar`, `polarArea` 10. For large reports, use pagination in data queries --- ## 🛠️ Environment Setup ```bash # Required environment variables MS_TENANT_ID=your-tenant-id MS_CLIENT_ID=your-client-id MS_CLIENT_SECRET=your-client-secret # Optional (for OAuth) MS_REDIRECT_URI=http://localhost:3000/auth/callback ``` --- ## 📚 Additional Resources - **Complete Documentation**: See DOCUMENT_GENERATION_COMPLETE.md - **API Reference**: Microsoft Graph Files API - **Chart.js Docs**: https://www.chartjs.org/docs/ - **Bootstrap Docs**: https://getbootstrap.com/docs/5.3/ --- ## 🎯 Quick Test ```bash # Build project npm run build # Start server npm start # Test with MCP Inspector npx @modelcontextprotocol/inspector node build/index.js ``` --- **Need Help?** Check DOCUMENT_GENERATION_COMPLETE.md for comprehensive examples and troubleshooting.