ChatGPT with Microsoft Teams

In this tutorial, you'll learn how to integrate Microsoft Teams with ChatGPT using Caddey. By setting up a custom GPT that connects to Caddey, you'll be able to list your Teams teams and channels, perform research on a topic, and publish your findings directly as a channel post – all without writing any code. Let's dive in!

Prerequisites

• ChatGPT Plus/Pro subscription: Access to custom GPT creation features in ChatGPT.
• Caddey account: A Caddey account to create an agent and connect Microsoft Teams.
• Microsoft account with Teams access: A personal or work Microsoft account that you use with Microsoft Teams.

Step 1: Create a Caddey Agent

1. Log in to Caddey: Sign in to your Caddey account and go to the Agents section.
2. Add a new agent: Click Add Agent, name it (e.g., "Teams Agent"), and optionally add a description like "Manages my Teams channels via Caddey."
3. Save the agent: Click Save. Caddey will generate an API Key for your agent—copy it now as you won’t see it again.

Step 2: Connect Microsoft Teams in Caddey

1. Open the Apps section: In Caddey’s dashboard, navigate to Apps → Marketplace.
2. Find Microsoft Teams: Search for Microsoft Teams and click Connect.
3. Configure key: A prompt will appear to choose a key. Choose the published OAuth key.
4. Confirm connection: Once connected, Microsoft Teams will appear under Apps.

Step 3: Create a Teams Toolbox

1. Go to Toolboxes: In Caddey, select Toolboxes.
2. Create a new toolbox: Click Create Toolbox. Name it "Teams Collaboration Tools" with a description like "Tools for researching and posting in Teams."
3. Add Teams tools: Click Add Tools and select the following actions:
   • List teams the signed-in user is a member of
   • List all channels in a team
   • Send a message to a channel
   • List messages in a channel (without replies)
   • List chats the signed-in user is part of
   • Send a message in a chat

Step 4: Assign the Toolbox to Your Agent

1. Open your agent: Return to Agents, and select your "Teams Agent."
2. Add the toolbox: In the agent’s Toolboxes tab, click Add Toolbox and choose Teams Collaboration Tools.

Step 5: Create a Custom GPT in ChatGPT

1. Open ChatGPT: Log into your ChatGPT Plus/Pro account and choose Explore GPTs or Create GPT.
2. Name your GPT: Enter a title, e.g., "Research & Share Assistant".
3. Add a description: Something like "Performs research and shares findings to Microsoft Teams." Optionally add usage tips or personality details.

Step 6: Connect the GPT to Caddey

1. Add an action: In the GPT builder, click Add Action to configure an external API call.
2. Configure authentication:
   • Method: API Key
   • Key location: Custom Header
   • Header name: X-API-KEY
   • Value: Paste your Caddey agent API key.

3. Import OpenAPI schema: Choose Import OpenAPI from a URL and enter: https://api.caddey.ai/v3/api-docs/tools
4. Verify endpoints: Ensure ChatGPT recognizes:
   • GET /tools/query (lists available tools)
   • POST /tools/{toolId}/execute (executes a tool)
5. Save the action: Confirm and save—your custom GPT is now connected to Caddey.

Step 7: Test the Research & Share Assistant

Start a conversation with your new GPT:

1. List your teams: Ask, "What Teams am I a member of?" It should retrieve and list your joined teams.
2. Choose a team and channel: Prompt, "List channels in the 'Marketing' team." Pick a channel for publishing.
3. Perform research: Ask the assistant, "Research the latest trends in AI-powered productivity and summarize key points." The GPT will use its internal knowledge and maybe web browsing (if enabled) to provide a summary.
4. Publish to Teams: Finally, command, "Post the summary to the 'general' channel in the 'Marketing' team." The GPT will use the Send a message to a channel tool to publish your research.

You should see the research summary appear as a new post in the specified Teams channel.

Finalize and Deploy Your GPT

Once testing succeeds, click Save or Done in the GPT builder. Your Research & Share Assistant will now appear in your ChatGPT interface—ready to research topics and share insights to Microsoft Teams at your command.

Happy collaborating!