Returns relevance-scored excerpts from SharePoint/OneDrive—you control synthesis.

Use for:
- Custom analysis and cross-document reasoning
- When you need source text, not just answers
- Deep research where you want control over synthesis

Use m365_chat instead for:
- Quick Q&A where M365's answer is sufficient
- Calendar/email questions
- People lookup

Gets synthesized answers from email, calendar, Teams, SharePoint, OneDrive.
Supports multi-turn conversation.

Use for:
- People questions ('Who owns X?')
- Meeting schedules and availability
- Email summaries
- Enterprise facts and policies

Use m365_retrieve instead when:
- You need raw source text
- You want to control reasoning
- You need cross-document analysis

Returns structured data: notes, decisions, tasks with owners, when you were mentioned.

Requires:
- Transcription enabled during meeting
- ~4 hours after meeting ends for insights to be ready

Use for:
- Post-meeting follow-up
- Finding action items assigned to you
- Checking what you missed in meetings

Does NOT work for:
- Channel meetings
- Meetings without transcription enabled

Returns file metadata, previews, URLs—not full content.

Use for:
- Discovering relevant files
- Finding documents by topic when you don't know exact names
- Building a list of files to analyze

Use m365_retrieve instead when:
- You need actual document content
- You want text for analysis

Limitation: OneDrive only (SharePoint search coming)

M365 Copilot reads the files and answers.

Use for:
- Summarizing known documents
- Comparing specific files
- Extracting info from particular docs

Use m365_search first when:
- You need to find the files

Use m365_retrieve when:
- You want raw text chunks, not Copilot's synthesis