How-to guide
Use Shuffl with Microsoft 365
Connect Microsoft 365 to keep People current, and see what Shuffl does with it.
For HR and IT administrators
Have your agent do thisPaste the prompt into Claude Code, Cursor or another agent. It follows this guide over MCP and asks before it changes anything others will see.Show the promptHide the prompt
Help me with "Use Shuffl with Microsoft 365" in my Shuffl workspace. 1. Read the guide: https://shuffl.ai/docs/markdown/microsoft-365 2. Add Shuffl's MCP server: https://shuffl.ai/api/mcp Claude Code: claude mcp add --transport http shuffl https://shuffl.ai/api/mcp When the browser opens, choose my workspace and allow the access the guide needs. 3. Work through the steps in order: Connect Microsoft 365 to People. Do what you can over MCP and tell me which steps only I can do in the browser or in Slack. Show me what you will change and who it affects, and wait for my yes before publishing, inviting or sending anything.
On this page
App links open your signed-in workspace. Check the selected workspace before making changes.
What Microsoft 365 does in Shuffl
Use Microsoft 365 as your directory? One administrator sign-in fills People with everyone, their hire dates, managers and groups.
You need to be a Shuffl workspace administrator, with an administrator in Microsoft 365 for the steps there.
Connect Microsoft 365 to People
- In Shuffl, open People, then the Sync tab. Under Add a source, choose Connect on Microsoft 365.
- Sign in with a Microsoft 365 Global Administrator or Privileged Role Administrator account.
- Accept the permissions for your organization: read users, read and change group memberships. Groups become teams in People; an approved access request can add someone to one.
- To stop syncing later, disconnect in Shuffl or remove Shuffl under Enterprise applications in the Microsoft Entra admin center.
- Shuffl reads your people before it saves the connection, and the first sync runs straight away.
- Automatic access is on by default, so eligible active people can use Shuffl after syncing. To approve people yourself, turn it off in the Connect dialog or on the card.
What comes in
Shuffl reads Microsoft 365 once a day. Sync now on its card reads it at once.
Syncing only reads Microsoft 365. Group writes are separate: when an app’s access level maps to a Microsoft 365 group, a granted access request adds the person. Revoking access removes them. Allow group membership changes on the card turns this off.
Microsoft 365’s values replace People’s on every read, so fix a wrong title or manager in Microsoft 365. A blank keeps what People has.
From Microsoft 365 into Shuffl
- Everyone, with names and work emails
- Job titles
- Managers
- Departments
- Teams and groups, the ones you choose
- Start dates
- Leavers
What it does for HR
In Shuffl
- Start dates start onboarding playbooks on their own, put new hires on Home and drive work anniversaries.
- Managers fill the org chart, so playbook meet steps, manager to-dos and 30/60/90 plans reach the right person.
- Departments become department groups, so Pulse, eNPS and Culture compare teams without exposing anyone.
- Teams you bring in become synced groups for Pulse questions, automations, Connections and messages.
- Suspended or removed accounts lose their Shuffl access.
- Mello knows each person’s title, manager and department when it answers.
Good to know
Shuffl leaves out guests, shared mailboxes and room accounts.
If the card reads Needs attention, someone usually removed Shuffl under Enterprise applications in Entra. Sign in again as an administrator.
With your other systems
If you already push people from Microsoft Entra ID with SCIM, keep one of the two. Connect your HR system first if you want it to own start dates.
If it stops working
When a card reads Needs attention, Microsoft 365 refused Shuffl’s key or sign-in. Create a new one in Microsoft 365 and connect again; Shuffl replaces the stored one. A failed run changes nobody.
Disconnect stops syncing and deletes the stored key. Everyone stays in People to edit by hand.