microsoft-onenote

Microsoft OneNote Skill

Overview

Claude can manage your Microsoft OneNote notebooks to capture notes, organize information, create checklists, and maintain a structured knowledge base. Supports notebooks, sections, and pages with rich content.

Quick Install

curl -sSL https://canifi.com/skills/microsoft-onenote/install.sh | bash

Or manually:

cp -r skills/​microsoft-onenote ~/​.canifi/​skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set MICROSOFT_EMAIL "[email protected]"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

• Create and organize notebooks
• Add sections and pages
• Write and format notes
• Insert images and files
• Create checklists and tables
• Add tags and highlights
• Search across notebooks
• Share notebooks for collaboration
• Add audio recordings
• Draw and handwrite (limited)
• Clip web content
• Link between pages

Usage Examples

Example 1: Create Note

User: "Create a note for today's meeting in OneNote"
Claude: Opens OneNote, navigates to appropriate section,
        creates page "Meeting Notes - [Date]" with template.
        Returns: "Created meeting notes page"

Example 2: Organize Notebook

User: "Create a new section for project research"
Claude: Opens notebook, adds "Project Research" section,
        creates initial pages for different topics.
        Confirms: "Created Project Research section with 3 pages"

Example 3: Search Notes

User: "Find my notes about the marketing strategy"
Claude: Searches notebooks for "marketing strategy".
        Reports: "Found 4 pages with marketing strategy content:
        1. Q4 Marketing Plan (Work notebook)..."

Example 4: Add Checklist

User: "Add a project checklist to my planning page"
Claude: Opens planning page, inserts checklist with items.
        Confirms: "Added checklist with 8 items"

Authentication Flow

1. Claude navigates to onenote.com via Playwright MCP
2. Authenticates with MICROSOFT_EMAIL if needed
3. Handles 2FA if prompted (notifies user via iMessage)
4. Maintains session for OneNote operations

Selectors Reference

// Notebook list
'[aria-label="Notebooks"]'

// Section tabs
'.section-tabs'

// Page list
'.page-list'

// Note content
'[contenteditable="true"]'

// New page
'[aria-label="Add page"]'

// New section
'[aria-label="Add section"]'

// Search
'[aria-label="Search"]'

// Insert menu
'[aria-label="Insert"]'

// Tag menu
'[aria-label="Tags"]'

// Share button
'[aria-label="Share"]'

// Checkbox insert
'[aria-label="To Do Tag"]'

Error Handling

• Login Failed: Retry 3 times, notify user via iMessage
• Session Expired: Re-authenticate automatically
• Notebook Not Found: List available notebooks, ask for clarification
• Page Create Failed: Check permissions, retry
• Sync Failed: Wait and retry, notify if persistent
• Search No Results: Suggest broader terms

Self-Improvement Instructions

When you learn a better way to accomplish a task with OneNote:

1. Document the improvement in your response
2. Suggest updating this skill file with the new approach
3. Include specific organizational tips
4. Note differences from desktop OneNote

Notes

• OneNote syncs across all devices
• Notebooks stored on OneDrive
• Free-form canvas allows flexible layout
• Tags help organize and find content
• Audio notes require microphone
• Web Clipper browser extension available
• Ink-to-text conversion available
• Pages have unlimited canvas space