{"id":2309,"date":"2025-04-17T10:55:29","date_gmt":"2025-04-17T10:55:29","guid":{"rendered":"https:\/\/www.cloudbik.com\/resources\/?p=2309"},"modified":"2025-05-01T03:44:29","modified_gmt":"2025-05-01T03:44:29","slug":"microsoft-365-with-lokka-and-claude-ai","status":"publish","type":"post","link":"https:\/\/www.cloudbik.com\/resources\/blog\/microsoft-365-with-lokka-and-claude-ai\/","title":{"rendered":"Managing Microsoft 365 Tasks with Lokka and Claude AI"},"content":{"rendered":"<p>In Microsoft 365, administrators have multiple responsibilities like managing users, security groups, permissions, policies and more. Managing bulk tasks through the UI is a time taking process, so people use PowerShell for these tasks using the Microsoft Graph API or exchange online PowerShell.<\/p>\n<p>We can search for commands online or can use AI models like ChatGPT, Claude and more to generate PowerShell commands. Merill Fernando has developed an open-source MCP server known as Lokka. When provided access to your Microsoft 365 tenant, it can be integrated with Claude AI and can help you perform tasks depending on the permissions provided.<\/p>\n<p>In this article we will see how to set up Lokka with Claude AI to access your Microsoft 365 tenant to streamline the tasks.<\/p>\n<p><iframe title=\"Use Lokka &amp; Claude AI to Manage Microsoft 365 Tasks | Setup Lokka and Claude with Office 365 Tenant\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/GXKFTvwlb84?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h2>What is Lokka?<\/h2>\n<p>Lokka is a model context protocol server that is developed by Merill Fernando. It uses Microsoft Graph API to access and perform tasks for your Microsoft 365 tenant. It acts as a mediator between AI models and Microsoft Graph or other resources.<\/p>\n<p>Key Features:<\/p>\n<ul>\n<li>It supports Microsoft Graph API to read and manage information.<\/li>\n<li>Compatibility with MCP clients like Claude Desktop application, VS code, or other MCP compatible AI models.<\/li>\n<\/ul>\n<p>It is not a Microsoft product but is developed to demonstrate the power of AI in Microsoft 365. To configure Lokka, we need to create Microsoft Entra application with the necessary permissions.<\/p>\n<h2>Configure Lokka for Microsoft 365 Administrative Tasks<\/h2>\n<p>To use Lokka with your Microsoft 365, you need to configure both Lokka MCP server and a compatible MCP client like Claude.<\/p>\n<h3>Prerequisites<\/h3>\n<ol>\n<li><strong>Node.js<\/strong>: To run Lokka locally Node.js version 22.10 or higher is required. You need to download and install the <a href=\"https:\/\/nodejs.org\/en\/download\/\">node.js<\/a>.<\/li>\n<li><strong>Claude Desktop<\/strong>: The free version of <a href=\"https:\/\/claude.ai\/download\">Claude Desktop<\/a> is fine to use, but it has daily usage limits. Alternatively, you can use VS Code Insider with GitHub Copilot (requires a Pro subscription).<\/li>\n<li><strong>Microsoft Entra App<\/strong>: An Entra application is needed for authentication with the Microsoft Graph API.<\/li>\n<li><strong>Administrative Access<\/strong>: Admin Access to an M365 tenant.<\/li>\n<\/ol>\n<h3>Create a Microsoft Entra Application and Assign API Permissions<\/h3>\n<ul>\n<li>Visit Microsoft 365 <a href=\"https:\/\/entra.microsoft.com\/#view\/Microsoft_AAD_RegisteredApps\/ApplicationsListBlade\">Entra admin center<\/a> and login with admin credentials.<\/li>\n<li>Click on <strong>Applications<\/strong> then <strong>App registrations<\/strong> and then finally click on <strong>New Registration<\/strong>.<\/li>\n<\/ul>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-2311\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-new-application-registration-.png\" alt=\"create new application registration\" width=\"1556\" height=\"766\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-new-application-registration-.png 1556w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-new-application-registration--300x148.png 300w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-new-application-registration--1024x504.png 1024w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-new-application-registration--768x378.png 768w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-new-application-registration--1536x756.png 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/p>\n<ul>\n<li>Give the application a name like Lokka MCP server and click on the <strong>Register.<\/strong><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-2312\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/provide-app-name-and-register.png\" alt=\"provide app name and register\" width=\"752\" height=\"526\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/provide-app-name-and-register.png 752w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/provide-app-name-and-register-300x210.png 300w\" sizes=\"(max-width: 752px) 100vw, 752px\" \/><\/p>\n<ul>\n<li>Note down the <strong>Tenant ID and application (client) ID<\/strong>, as these will be required later.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-2313\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-tenant-and-client-id.png\" alt=\"copy tenant and client id\" width=\"1570\" height=\"794\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-tenant-and-client-id.png 1570w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-tenant-and-client-id-300x152.png 300w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-tenant-and-client-id-1024x518.png 1024w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-tenant-and-client-id-768x388.png 768w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-tenant-and-client-id-1536x777.png 1536w\" sizes=\"(max-width: 1570px) 100vw, 1570px\" \/><\/p>\n<h4>Generate Client Secret Value<\/h4>\n<ul>\n<li>Click on the <strong>Client secret and certificates<\/strong>, then <strong>New client secret. <\/strong>Provide description (optional) and click on the <strong>Add button<\/strong>.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2314\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-client-secret-value.png\" alt=\"create client secret value\" width=\"1911\" height=\"861\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-client-secret-value.png 1911w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-client-secret-value-300x135.png 300w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-client-secret-value-1024x461.png 1024w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-client-secret-value-768x346.png 768w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/create-client-secret-value-1536x692.png 1536w\" sizes=\"(max-width: 1911px) 100vw, 1911px\" \/><\/p>\n<ul>\n<li>Copy the <strong>client secret value<\/strong> and note it down.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2315\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-client-secret-value.png\" alt=\"copy client secret value\" width=\"1540\" height=\"819\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-client-secret-value.png 1540w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-client-secret-value-300x160.png 300w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-client-secret-value-1024x545.png 1024w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-client-secret-value-768x408.png 768w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/copy-client-secret-value-1536x817.png 1536w\" sizes=\"(max-width: 1540px) 100vw, 1540px\" \/><\/p>\n<h4>Provide Microsoft Graph API permissions<\/h4>\n<ul>\n<li>Click on the <strong>API permissions<\/strong> then on <strong>add a permission<\/strong>. A new side window will open, click on <strong>Microsoft Graph<\/strong> under Microsoft APIs.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2316\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/add-graph-api-permissions.png\" alt=\"add graph api permissions\" width=\"1547\" height=\"830\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/add-graph-api-permissions.png 1547w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/add-graph-api-permissions-300x161.png 300w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/add-graph-api-permissions-1024x549.png 1024w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/add-graph-api-permissions-768x412.png 768w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/add-graph-api-permissions-1536x824.png 1536w\" sizes=\"(max-width: 1547px) 100vw, 1547px\" \/><\/p>\n<ul>\n<li>In the next window, click on <strong>application permissions<\/strong> and choose the permissions that you want to assign like user.read.all or user.readwrite.all. You can choose multiple permissions according to the tasks you want to perform. Once done, click on the <strong>Add permissions<\/strong>.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2317\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/choose-application-permission-and-add-permissions.png\" alt=\"choose application permission and add permissions\" width=\"1610\" height=\"876\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/choose-application-permission-and-add-permissions.png 1610w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/choose-application-permission-and-add-permissions-300x163.png 300w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/choose-application-permission-and-add-permissions-1024x557.png 1024w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/choose-application-permission-and-add-permissions-768x418.png 768w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/choose-application-permission-and-add-permissions-1536x836.png 1536w\" sizes=\"(max-width: 1610px) 100vw, 1610px\" \/><\/p>\n<p>Now our app registration process is done.<\/p>\n<h3>Configure Claude Desktop application for Microsoft 365<\/h3>\n<p>If you have not installed the Claude desktop application, install it now and run it.<\/p>\n<ul>\n<li>In the <strong>Claude application<\/strong>, visit the <strong>setting<\/strong> as shown below.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2318\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/open-Claude-settings.png\" alt=\"open Claude settings\" width=\"1251\" height=\"715\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/open-Claude-settings.png 1251w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/open-Claude-settings-300x171.png 300w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/open-Claude-settings-1024x585.png 1024w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/open-Claude-settings-768x439.png 768w\" sizes=\"(max-width: 1251px) 100vw, 1251px\" \/><\/p>\n<ul>\n<li>Now click on the <strong>Developer<\/strong> option and then <strong>Edit config.<\/strong><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2319\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/edit-config.png\" alt=\"edit config\" width=\"1002\" height=\"710\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/edit-config.png 1002w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/edit-config-300x213.png 300w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/edit-config-768x544.png 768w\" sizes=\"(max-width: 1002px) 100vw, 1002px\" \/><\/p>\n<ul>\n<li>Now open the <strong>claude_desktop_config.json <\/strong>file and add the below code by <strong>changing your tenant id, client id and secret value<\/strong>.<\/li>\n<\/ul>\n<pre class=\"brush: plain; title: ; notranslate\" title=\"\">{\r\n\r\n\u00a0\u00a0\u00a0 &quot;mcpServers&quot;: {\r\n\r\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 &quot;Lokka-Microsoft-Graph&quot;: {\r\n\r\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 &quot;command&quot;: &quot;npx&quot;,\r\n\r\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 &quot;args&quot;: &#x5B;&quot;-y&quot;, &quot;@merill\/lokka&quot;],\r\n\r\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 &quot;env&quot;: {\r\n\r\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 &quot;TENANT_ID&quot;: &quot;tenant-id&quot;,\r\n\r\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 &quot;CLIENT_ID&quot;: &quot;client-id&quot;,\r\n\r\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 &quot;CLIENT_SECRET&quot;: &quot;client-secret&quot;\r\n\r\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }\r\n\r\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }\r\n\r\n\u00a0\u00a0\u00a0 }\r\n\r\n}<\/pre>\n<ul>\n<li><strong>Save the file<\/strong> after adding the details. Close the Claude app fully. Open <strong>task manager<\/strong> and <strong>right-click on the Claude app<\/strong> and click on the <strong>End Task<\/strong>. It will terminate the process completely.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2320 size-full\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/end-claude-task.png\" alt=\"end claude task \" width=\"752\" height=\"579\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/end-claude-task.png 752w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/end-claude-task-300x231.png 300w\" sizes=\"(max-width: 752px) 100vw, 752px\" \/><\/p>\n<ul>\n<li>Now run the Claude application again, and you will see a <strong>hammer icon<\/strong> in the chat box. It means that<strong> Lokka MCP server is connected<\/strong> successfully.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2321\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/lokka-mcp-connected.png\" alt=\"lokka mcp connected\" width=\"1236\" height=\"660\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/lokka-mcp-connected.png 1236w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/lokka-mcp-connected-300x160.png 300w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/lokka-mcp-connected-1024x547.png 1024w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/lokka-mcp-connected-768x410.png 768w\" sizes=\"(max-width: 1236px) 100vw, 1236px\" \/><\/p>\n<h3>Using Lokka for Microsoft 365 Administrative Tasks<\/h3>\n<p>You can instruct the Claude to provide details or perform some tasks like:<\/p>\n<ul>\n<li>How many unused Microsoft 365 licenses do we have?<\/li>\n<li>List all users with active licenses<\/li>\n<li>List all shared mailboxes<\/li>\n<li>Create a new security group called &#8216;CloudBik Team&#8217;<\/li>\n<li>Assign an E3 license to user <a href=\"mailto:james@cloudbiktest.onmicrosoft.com\">james@cloudbiktest.onmicrosoft.com<\/a><\/li>\n<li>Reset the password for <a href=\"mailto:pradeep@cloudbiktest.onmicrosoft.com\">pradeep@cloudbiktest.onmicrosoft.com<\/a><\/li>\n<\/ul>\n<p>You can instruct any task you want to perform but remember to assign the appropriate permissions to the entra application so that it can perform the required operations.<\/p>\n<p>I have instructed Claude to <strong>list all users with active licenses<\/strong>, and the <strong>result is below<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2322\" src=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/user-list-with-Lokka-mcp.png\" alt=\"user list with Lokka mcp\" width=\"1709\" height=\"972\" srcset=\"https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/user-list-with-Lokka-mcp.png 1709w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/user-list-with-Lokka-mcp-300x171.png 300w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/user-list-with-Lokka-mcp-1024x582.png 1024w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/user-list-with-Lokka-mcp-768x437.png 768w, https:\/\/www.cloudbik.com\/resources\/wp-content\/uploads\/2025\/04\/user-list-with-Lokka-mcp-1536x874.png 1536w\" sizes=\"(max-width: 1709px) 100vw, 1709px\" \/><\/p>\n<h3>Best Practices for Safe Usage of Lokka<\/h3>\n<ul>\n<li>Test in a development tenant to avoid any accidental changes or loss.<\/li>\n<li>Grant only read only permissions first to check its functionality and once you are confident you can provide write permission.<\/li>\n<li>Sometimes it can produce inaccurate results depending on your query.<\/li>\n<li>Check Lokka github repository regularly for any updates as it is in development process.<\/li>\n<li>Use it with Claude for better accuracy and results.<\/li>\n<\/ul>\n<h4>Conclusion:<\/h4>\n<p>In this blog we have described about the Lokka, a MCP server designed to work with mcp clients. It supports Microsoft Graph API and can perform administrative tasks as per the permissions assigned. It makes the administrative task easy as user just need to instruct the model (no scripts required). You can also configure Lokka with your Microsoft 365 tenant as described in this guide. It is best for development environments to avoid any conflicts it is actively developing not a ready model.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Microsoft 365, administrators have multiple responsibilities like managing users, security groups, permissions, policies and more. Managing bulk tasks through the UI is a time taking process, so people use&hellip;<\/p>\n","protected":false},"author":2,"featured_media":2310,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2309","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Managing Microsoft 365 Tasks with Lokka and Claude AI<\/title>\n<meta name=\"description\" content=\"Learn how to set up Lokka MCP server with Claude AI to manage your Microsoft 365 administrative tasks. 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