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    Case Study · AI Connector

    One AI, Every Mailbox - Our Own Outlook Connector

    Multiple Microsoft 365 TenantsOur Writing Rules EnforcedRuns Locally, No Cloud Bill

    Company

    Automate AI (our own business)

    Industry

    AI automation agency

    What We Built

    A custom Outlook connector (MCP server) for Claude

    Connected To

    Four mailboxes in two Microsoft 365 tenants, calendars and Trello

    Why We Built It

    We run more than one business, and each has its own Microsoft 365 organisation and its own mailboxes. The working day was spent hopping between them: check one inbox, then another, copy the important bits into Trello, and write replies that sound like us.

    We wanted to ask one AI "what needs my attention this morning?" and have it answer across every mailbox, then act on the answer.

    Where the Built-in Connectors Stopped

    Claude's own Microsoft 365 connector is good at searching. But it connects one Microsoft account at a time, its write tools have to be switched on by an admin, it can't attach files, and it has no tool to move an email to a folder other than Deleted Items. ChatGPT's Outlook app sends plain-text email after you approve each draft, and each extra account is a separate connection.

    None of them could see two separate Microsoft 365 organisations at once, and none could hold our own rules about how an email should be written.

    What We Built

    A custom connector, using the Model Context Protocol (MCP) that Claude and ChatGPT both support. It signs in to each organisation with its own Microsoft permissions, so every mailbox is reachable from one conversation. Each mailbox keeps its own signature, and the AI always has to say which mailbox it is sending from.

    It runs on our own computer, beside Claude Desktop and Claude Code, so there is no server to host and no monthly cloud cost.

    4

    Mailboxes across two Microsoft 365 tenants, one connector

    24

    Tools across email, calendar and Trello

    6,300

    Hand-written emails behind the writing rules

    What It Does

    Everything the Inbox Needs, in One Place

    Built around how we actually work, not around one mailbox.

    Every mailbox, one conversation

    Mailboxes in different Microsoft 365 organisations sit behind one connector. Ask for a morning briefing and the AI checks all of them, and keeps going if one is offline.

    Full inbox control

    Read, search, send, reply, forward, flag, mark read and move between folders, in any connected mailbox, with the right signature for each one.

    Writes like us, enforced

    Rules drawn from 6,300 hand-written emails are checked before anything is sent. A reply that is too long, uses stock phrases or breaks the house style is sent back to be fixed.

    Attachments both ways

    Incoming attachments are read straight into the conversation, and local files can be attached when sending, replying or forwarding.

    Email to action

    Unread mail across every mailbox is turned into proposed Trello cards, labelled by which business it came from, ready to approve.

    Runs on our own machine

    The connector runs locally beside Claude. Secrets live in the operating system's keychain, never in a config file, and there is no cloud server to pay for.

    Compared

    Our Connector vs Claude's Built-in Microsoft 365 Connector

    Where a custom build earns its keep.

    Our Connector vs Claude's Built-in Microsoft 365 Connector
    Our Outlook connectorBuilt-in connector
    Mailboxes in one placeSeveral, across tenantsOne account at a time
    Separate Microsoft 365 organisationsYesNo
    Send, reply and forwardYesYesAdmin must enable
    Move to any folder, flag, mark readYesNoDeleted Items only
    Attachments on outgoing emailYesNo
    House writing rules checked before sendingYesNo
    Cross-mailbox briefing and triageYesNo
    Connects to other tools (e.g. Trello)YesNoSeparate connectors
    Built-in column based on Anthropic's published Microsoft 365 connector documentation, checked November 2026. The built-in connector is still the better choice for searching SharePoint, OneDrive and Teams, and we use it alongside ours. ChatGPT's Outlook app and Microsoft's own Mail MCP server (in preview) also work with one tenant at a time.

    Rules the AI Can't Talk Its Way Around

    Telling an AI how to write only goes so far. So the rules sit in the connector itself. Before a send, reply or forward goes out, the text is checked: length limits, banned stock phrases and house style. If it fails, the email is not sent and the AI is told exactly what to fix. Only an explicit request for a longer email lets it through.

    The same idea works for any business: approval rules, words you never use, who can be emailed from which mailbox, or which emails always need a person to look first.

    Under the Hood

    • Microsoft Graph: app-only access per tenant, with a sign-in fallback where an organisation needs it.
    • Model Context Protocol: one server, 24 tools, used from Claude Desktop and Claude Code.
    • Security: secrets in the operating system keychain, nothing stored in plain-text config.
    • Reliability: automatic retries when Microsoft throttles, and a test suite covering mailbox selection, replies, forwards, attachments and the writing rules.

    The Outcome

    The day starts with one briefing across every mailbox: unread counts, flagged mail and the next 24 hours of meetings. Anything that needs action becomes a Trello card in a couple of clicks, and replies go out from the right mailbox, with the right signature, in our own voice.

    Running More Than One Inbox?

    We can build the same thing around your mailboxes, your rules and the tools you already use.

    Talk to us: 04 280 4077

    Free 30-min call · We'll show you 2–3 things to automate first · No obligation

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