Workspace

Settings

Integrations

Link external accounts used by the firm — starting with your Financly Microsoft Exchange mailbox.

Microsoft Exchange / Microsoft 365

Connect the Financly Outlook mailbox so Mail can read and send via Microsoft Graph.

Not connected

Use the Microsoft account that owns your Financly Exchange mailbox (for example you@financly.ca).

Azure app setup

Register a single-tenant (or multi-tenant) app in Microsoft Entra ID, add a SPA redirect URI, and grant delegated Graph permissions: User.Read, Mail.Read, Mail.ReadWrite, Mail.Send, offline_access.

Redirect URI: http://localhost:8080/mail/auth/callback
Env: VITE_AZURE_CLIENT_ID, optional VITE_AZURE_TENANT_ID
Status: Add VITE_AZURE_CLIENT_ID to .env.local, then restart the dev server

Open Entra app registrations