WEDGE · SETUP TASK

Set up the Microsoft app for Wedge (Outlook + Teams)

For: whoever Kevin delegates this to (no coding needed) · Time: ~20–30 min

Wedge needs one Microsoft "app registration" so our clients can connect their Outlook and Teams. You create it once; every client reuses it.

✅ What to send back to Kevin

Copy these four things into a message. The secret is sensitive — send it via 1Password / a private DM, not a public channel.

  1. Application (client) ID — like 11111111-2222-3333-4444-555555555555
  2. Directory (tenant) ID — same format
  3. Client secret VALUE — a long random string (⚠️ shown only once — see Step 4)
  4. Secret expiry date — the date you pick in Step 4

Before you start

Sign in to Microsoft Entra with a work/school Microsoft 365 account that is an admin of the Wedge organization.

Go to https://entra.microsoft.com and sign in (complete the phone/MFA prompt if asked).

If the site looks different, you can do the identical steps at portal.azure.com → search “Microsoft Entra ID”.

Step 1 — Create the app

  1. Left menu → Entra IDApp registrations.
  2. Click + New registration.
  3. Name: Wedge Connectors.
  4. Supported account types: choose “Multiple Entra ID tenants”.
    ⚠️ Not “Single tenant”, and not the option that also says “Personal Microsoft accounts”.
  5. Redirect URI: set the platform dropdown to Web, then paste exactly:
    https://mcp.wedgeai.work/oauth/microsoft/callback
  6. Click Register.
  7. On the Overview page, copy Application (client) ID and Directory (tenant) ID (deliverables #1 and #2).

Step 2 — (Only if you skipped the redirect URI)

  1. Left menu under ManageAuthentication.
  2. + Add a platformWeb tile.
  3. Paste https://mcp.wedgeai.work/oauth/microsoft/callback into Redirect URIs.
  4. Leave the Access tokens and ID tokens checkboxes unchecked.
  5. Click Configure.

Step 3 — Add the permissions

  1. Left menu under ManageAPI permissions.
  2. + Add a permissionMicrosoft Graph tile.
  3. Click Delegated permissions (NOT “Application permissions”).
  4. Search for and tick each of these 14, then click Add permissions:
    offline_access
    openid
    profile
    User.Read
    Mail.ReadWrite
    Mail.Send
    Calendars.ReadWrite
    Team.ReadBasic.All
    Channel.ReadBasic.All
    ChannelMessage.Read.All
    ChannelMessage.Send
    Chat.Read
    Chat.ReadWrite
    ChatMessage.Send
    openid, profile, offline_access are under a group called “OpenId permissions”.
  5. Click Grant admin consent for <your org>Yes. The Status column should turn green ✔. If the button is greyed out, you’re not an admin — tell Kevin.

Step 4 — Create the secret (the app’s password)

  1. Left menu under ManageCertificates & secretsClient secrets tab.
  2. + New client secret. Description: wedge-prod.
  3. Expires: choose 24 months (the max). Write down the expiry date (deliverable #4).
  4. Click Add.
  5. ⚠️ Copy the Value immediately — the long string in the Value column (deliverable #3). It’s shown only once; refresh the page and it’s gone forever. Do not copy the “Secret ID” — that’s the wrong one.

Step 5 — Publisher verification (recommended, optional)

Adds a blue “verified” badge so clients’ IT won’t block the app. It needs a Microsoft Partner account, so it may need Kevin. If you don’t have that, skip it and tell Kevin — it can be added later without breaking anything.

You’re done 🎉

Send Kevin the four items from the box at the top. Double-check:

Internal Wedge setup doc. Steps verified against Microsoft Learn (2026).