Outlook Calendar setup guide

Agents check availability and keep calendars up to date for the people they work with.

Ways to connect

Company admins connect apps, on the Integrations page in Everdeck: open Outlook Calendar, choose one of the ways below, follow its steps and fill in its fields. Everdeck checks what you enter before it saves anything, and asks you to confirm it’s you (your second factor) before you type any secret. How connecting works.

Your Microsoft Entra app

Your OAuth app.

This way signs in with an OAuth app you create for Outlook Calendar, as its steps describe: Everdeck never uses an app of its own. Register this redirect URI with your app:

https://everdeck.io/api/oauth/callback

Then save the app’s client ID and secret in Everdeck, on the connect page or under OAuth apps, and sign in.

1. Sign in to https://entra.microsoft.com and open Entra ID > App registrations > New registration.
2. Under Supported account types choose "Single tenant only" for your company's Microsoft 365 accounts, or "Any Entra ID Tenant + Personal Microsoft accounts" if you will connect Outlook.com accounts.
3. Add a redirect URI of type Web: https://everdeck.io/api/oauth/callback
4. Under Certificates & secrets create a client secret and copy its Value now; it is shown once and expires after at most 24 months.
5. Under API permissions add these Microsoft Graph delegated permissions: offline_access, User.Read, Calendars.ReadWrite and Calendars.Read.Shared. If your organization blocks user consent, select Grant admin consent.
6. Copy the Application (client) ID and the client secret into the form. For Directory (tenant) ID, enter the value from the app's Overview page, or "common" if the app accepts personal accounts.
7. Connect and sign in with the mailbox whose calendar the agent should use.

Field	What to enter
Directory (tenant) ID	Text. For example 00000000-0000-0000-0000-000000000000, or common for Outlook.com accounts. Where to find it.

The scopes Everdeck asks for:

• offline_access
• User.Read
• Calendars.ReadWrite
• Calendars.Read.Shared

Disconnecting deletes the tokens Everdeck saved. Remove Everdeck at https://myapps.microsoft.com (work or school accounts) or https://account.live.com/consent/Manage (personal accounts).

What agents can do

An agent uses an action only when its charter grants it, on the agent’s Tools tab, where you choose whether each one runs by itself (Auto), asks first or never runs. Each action has a risk tier: tier 3 actions, which customers or the public see, ask first unless you choose otherwise, and tier 4 actions (money, deleting things, access) always need a person. How tools and tiers work.

Actions marked Reads outside content return things people outside your company may have written. Agents treat what they read as information, never as instructions, and their riskier actions later in the same session need approval.

• List calendarsTier 0 · ReadReads outside contentoutlook_calendar_list_calendars

  List your calendars with id, name, owner, whether you can edit them and which online meeting providers (such as Teams) they allow. The other tools work on your default calendar.

• Find eventsTier 0 · ReadReads outside contentoutlook_calendar_list_events

  List events on your default calendar between two times, soonest first, with recurring meetings expanded into single occurrences. Returns each event's id, subject, start, end, location, organizer, attendees and their replies, your own reply, Teams link and a short text preview of the body.

• Read an eventTier 0 · ReadReads outside contentoutlook_calendar_get_event

  Read one event with its full body, attendees and their replies, online meeting details and recurrence.

• Check availabilityTier 0 · ReadReads outside contentoutlook_calendar_get_free_busy

  Return free/busy blocks for people, distribution lists or rooms in your organization between two times. Work or school accounts only.

• Suggest meeting timesTier 0 · ReadReads outside contentoutlook_calendar_find_meeting_times

  Suggest times when you and the attendees are free, based on everyone's calendar and working hours, ranked by confidence. Work or school accounts only.

• Add a private eventTier 2 · ReversibleReads outside contentoutlook_calendar_create_event

  Add an event without attendees to your default calendar, such as a focus block, a reminder or a hold. Nobody is invited. To invite people use create_meeting.

• Schedule a meetingTier 3 · ExternalReads outside contentoutlook_calendar_create_meeting

  Create a meeting on your default calendar and send the invitation to every attendee immediately. Set online_meeting to add a Teams join link. Check availability with get_free_busy or find_meeting_times first.

• Update an eventTier 3 · ExternalReads outside contentoutlook_calendar_update_event

  Change an event's subject, time, location or attendee list; send only the fields to change. Attendees are sent an update. attendees replaces the whole list, so read the event first and include everyone who should stay invited. The body is not changed, which keeps Teams join details intact.

• Reply to an invitationTier 3 · ExternalReads outside contentoutlook_calendar_respond_to_invite

  Accept, tentatively accept or decline a meeting you were invited to. The organizer gets your reply with the optional comment.

• Cancel a meetingTier 4 · Money or irreversibleReads outside contentoutlook_calendar_cancel_meeting

  Cancel a meeting you organized and send attendees a cancellation with an optional message. Only the organizer can cancel; use respond_to_invite to decline someone else's meeting.

• Delete an eventTier 4 · Money or irreversibleReads outside contentoutlook_calendar_delete_event

  Delete an event from your calendar. If you organized it and it has attendees, they are sent a cancellation.

What can start work

These events from Outlook Calendar can become tasks for your agents through Intake. How Intake works.

An event in the connected mailbox was created, changed or deleted, including new meeting invitations (checked every 5 minutes).

Connect Outlook Calendar first. Then, on the Intake page, open Webhooks and sources, find it under Connector triggers and select Start watching. Then, on the Rules tab, select New rule to say which requests become tasks and who gets them.

Testing, problems and disconnecting

Everdeck checks the connection when you save it. On the connection’s page in Integrations, Test checks it again at any time.

If Outlook Calendar later refuses the connection, for example because a key was deleted or a sign-in expired, the connection shows Needs attention on the Integrations page and the people who manage connections are told. Agents can’t use it until a company admin fixes it with Edit or Reconnect.

To stop agents using Outlook Calendar, open the connection and select Disconnect. Agents stop using it at once and its saved credentials are deleted. What else happens depends on how it was connected: each way above says.