Find Top Microsoft Contacts with ChatGPT

In this tutorial, you'll learn how to integrate Microsoft People with ChatGPT using Caddey, and then connect with those contacts via Microsoft Outlook. By setting up a custom GPT, you'll be able to discover the people most relevant to you and message them directly — all without writing any code. Let's get started!

Prerequisites

• ChatGPT Plus/Pro subscription: Access to custom GPT creation features.
• Caddey account: To create an OAuth client and connect apps.
• Microsoft account: With access to Microsoft People and Outlook.

Step 1: Create a Caddey OAuth Client

1. Log in to Caddey: Sign in to your Caddey account and navigate to the Clients section.
2. Add a new client: Click Add Client, name it (e.g., "People Connector"), choose Confidential as the client type, and add a description like "Finds relevant contacts and reaches out via ChatGPT."
3. Leave redirect URI empty for now: We'll get the exact callback URL from ChatGPT in the next steps.
4. Save the client: Click Save. Caddey will generate a Client ID and Client Secret for your OAuth client—copy both now as you'll need them for authentication.

Step 2: Connect Microsoft People in Caddey

1. Open Apps > Marketplace: In Caddey's dashboard.
2. Find Microsoft People: Click Connect on the People app.
3. Configure key: A prompt will appear to choose a key. Choose the published OAuth key.
4. Verify connection: Microsoft People appears under Apps.

Step 3: Connect Outlook

To message discovered contacts, connect Microsoft Outlook (Mail only):

1. Connect Outlook: In Marketplace, find Microsoft Outlook (Mail only) and click Connect.
2. Configure key: A prompt will appear to choose a key. Choose the published OAuth key.
3. Verify connection: Outlook appears under Apps.

Step 4: Create Toolboxes

People Toolbox

1. Go to Toolboxes: Click Create Toolbox.
2. Name it: "People Discovery Tools".
3. Add tool:
   • List people most relevant to the signed-in user

Messaging Toolbox

1. Create another toolbox: Name it "Contact Messaging Tools".
2. Add tools:
   • Create a draft message (Outlook)
   • Send a message (Outlook)

Step 5: Assign Toolboxes to Your Client

1. Open your client: Under Clients, select "People Connector".
2. Add toolboxes: In the Toolboxes tab, add both People Discovery Tools and Contact Messaging Tools.

Step 6: Create and Configure Your Custom GPT

1. Open ChatGPT: Go to Explore GPTs → Create GPT.
2. Name your GPT: For example, "Contact & Connect Assistant".
3. Description: "Discovers relevant contacts and messages them via Outlook."
4. Add Action: Set up OAuth authentication for your Caddey client:
   • Method: OAuth
   • Authorization URL: https://auth.caddey.ai/realms/caddey/protocol/openid-connect/auth
   • Token URL: https://auth.caddey.ai/realms/caddey/protocol/openid-connect/token
   • Client ID: Your Caddey OAuth Client ID
   • Client Secret: Your Caddey OAuth Client Secret
   • Scope: openid profile email
5. Copy the Callback URL: After configuring OAuth, ChatGPT will display a callback URL (it will look like https://chat.openai.com/aip/g-{unique-id}/oauth/callback). Copy this URL.
6. Update your Caddey OAuth Client: Go back to your Caddey dashboard, edit the OAuth client you created in Step 1, and add the callback URL you just copied to the Redirect URIs field. Save the client.

7. Import OpenAPI schema: Choose Import OpenAPI from a URL and enter: https://api.caddey.ai/v3/api-docs/tools
8. Verify endpoints: Ensure /tools/query and /tools/{toolId}/execute are available.
9. Save the action.

Step 7: Test Your Contact & Connect Assistant

1. Discover contacts: Ask, "Who are my top 5 relevant contacts right now?"
2. Review results: The GPT will list person objects including name, email, and relevance.
3. Email via Outlook: "Email Jane Doe with subject 'Q3 Strategy Discussion' and body 'Hi Jane, I'd like to discuss...'"

The assistant will call the People tool to discover contacts and then the Outlook tool to send your email.

Finalize and Deploy

After successful testing, click Save or Done. Your Contact & Connect Assistant will now appear in your ChatGPT interface—ready to discover and connect with your most relevant people.

Happy networking!