Connect Microsoft Copilot to the tools your team uses

Give Microsoft Copilot governed access to the tools your team uses inside and beyond Microsoft 365. Metorial connects Copilot to your systems through one secure layer, so it can act across your workplace with the controls operations teams trust.

OAuth
Scopes
RBAC
Audit
Microsoft Copilot

One connection

Give Microsoft Copilot one link to every tool

Point Microsoft Copilot at a single Metorial endpoint and it can reach every integration and internal system you approve. Set up once, not per tool, and keep your credentials secure.

One Magic MCP URL

Microsoft Copilot connects through a single governed Magic MCP url instead of wiring up servers by hand.

  • Connect once, not per tool
  • No credentials to manage in the agent
  • New integrations appear automatically

Works with Microsoft Copilot as-is

Connect Microsoft Copilot the way you already use it, with no change to how the agent is built or run.

  • MCP-compatible out of the box
  • 1,000 first-party integrations
  • Native workflows through the CLI

Validated, maintained connections

Every provider is first-party and maintained, validated, and updated by Metorial.

  • Maintained provider connections
  • Tools and data in one catalog
  • Kept current as APIs change

Popular integrations for Microsoft Copilot

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Microsoft Teams

Send, read, update, and delete messages in channels and chats. Create and manage teams, channels, and memberships. Schedule and manage online meetings, access call recordings and transcripts. Monitor user presence status in real time. Manage shifts, schedules, and time-off requests for frontline workers. Install and configure apps and tabs within teams. Send activity feed notifications to users. Subscribe to change notifications (webhooks) for messages, chats, teams, channels, memberships, presence, and meeting events. Create and manage tags for @mentioning user groups. Generate usage reports and import historical message data from other platforms.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Jira

Create, read, update, and delete issues across projects. Search issues using JQL queries. Manage projects, boards, sprints, and epics for agile workflows. Log work time, add comments and attachments, and transition issues through workflow statuses. Create and manage project versions/releases, issue links, filters, and dashboards. Query users, groups, and permissions. Receive webhooks for issue, comment, sprint, project, board, user, and configuration change events.

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Google Drive

Upload, download, create, copy, move, rename, trash, and permanently delete files and folders in Google Drive. Search for files using complex queries filtering by name, MIME type, owner, modification date, labels, and other metadata. Share files and folders with specific users, groups, or domains with role-based permissions (owner, writer, commenter, reader). Manage shared drives and their members. Export Google Workspace files (Docs, Sheets, Slides) to standard formats like PDF, DOCX, and XLSX. Track file revision history and restore earlier versions. Create, read, update, and delete threaded comments and replies on files. Apply and read custom labels on files. Monitor file and folder changes via push notifications or webhook subscriptions. Store app-specific data in a hidden per-user folder.

Google Calendar

Create, read, update, and delete calendar events and calendars. Manage attendees, recurring events, and reminders. Check free/busy availability for scheduling. Share calendars and control access permissions. Create events from natural language text with quick add. Manage special event types like focus time, out of office, and working location. Subscribe to or remove calendars from a user's calendar list. Sync calendar changes incrementally and receive webhook notifications for event, calendar list, ACL, and settings changes.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles. Receive real-time webhook notifications for page changes, new pages, comments, and database schema updates.

Zendesk

Manage Zendesk Support tickets, ticket comments, users, organizations, Help Center articles, ticket views, groups, ticket fields, and macros. Create, update, resolve, and delete support tickets with assignments, priorities, tags, comments, and custom fields. Search across tickets, users, groups, and organizations, and inspect Help Center categories and sections before managing articles.

Asana

Create, read, update, and delete tasks, projects, portfolios, and goals in Asana workspaces. Manage task assignments, due dates, subtasks, dependencies, tags, custom fields, attachments, and comments. Organize work with sections, project templates, and portfolios. Search tasks across workspaces, track time entries, manage team memberships, and subscribe to webhooks for real-time change notifications on resources.

Workflow scenarios for connected tools

Aggregate Compliance Audit Findings and Notify Responsible Teams

Pull overdue corrective actions and non-compliant audit findings from 21 Risk, then route notifications to the responsible site teams via Slack so issues are acted on promptly.

Aggregate Customer Health Signals from Salesforce and Slack for Success Reviews

Customer success managers prepare for quarterly business reviews by manually pulling together account data from multiple sources. This workflow queries Salesforce for account and opportunity data, searches Slack for recent customer mentions, and compiles a health summary ready for the QBR meeting.

Aggregate Snowflake Revenue Data into Microsoft Fabric for Finance Reporting

The agent queries Snowflake for monthly revenue, churn, and expansion metrics, stages the results in Microsoft Fabric's OneLake, and triggers a Data Factory pipeline to refresh the finance reporting dataset.

Analyze Tableau Dashboard Usage and Report Access Anomalies via Email

BI and data governance teams need visibility into who is accessing sensitive Tableau dashboards and whether permissions are correctly scoped. This workflow audits Tableau workbook permissions, identifies users with access beyond their role, and sends a summary report to the data governance team via Outlook.

Asana Project Kickoff from Salesforce Won Opportunity

When a Salesforce opportunity is marked closed-won, automatically create a structured Asana project with standard delivery sections and tasks, assign team members, and notify the delivery team so work can start without manual handoff.

Audit SharePoint Document Permissions Across Sites and Report Violations

Scan SharePoint sites and document libraries to identify files with overly broad sharing permissions or unexpected external access, compile an audit report, and send it to the compliance team via email.

Auto-Generate OpenAI Embeddings for SharePoint Documents to Power Search

The agent scans a SharePoint document library for new or recently updated files, extracts their text content, generates embeddings via OpenAI, and stores them in a vector store to enable semantic search across the knowledge base.

Automate HubSpot Ticket Creation from Agent Mail Inbound Emails

When support emails arrive in an Agent Mail inbox, extract key details, check for existing HubSpot contacts, create a support ticket, and send an automated acknowledgment reply—all without human triage.

Automate Salesforce Opportunity Updates from Email Conversations

Revenue teams lose deal context when key email exchanges never make it back to Salesforce. This workflow searches Outlook for recent email threads related to open opportunities, summarizes the key developments, and updates the corresponding Salesforce opportunity records to keep the CRM accurate.

Build and Maintain a SharePoint Knowledge Base from Slack Conversations

Identify valuable answers and decisions shared in Slack channels, extract the content, and save it as organised documents in SharePoint so institutional knowledge is preserved and searchable across the organisation.

Client Account Health Monitoring for Customer Success

Pull CRM data on accounts approaching renewal, cross-reference support ticket history, and generate a prioritized health report posted to Slack so customer success managers know which accounts need immediate attention.

Competitive Intelligence Digest for Sales Teams

Research competitor domains for SEO positioning, keyword gaps, and technology stacks, then compile findings into a structured briefing posted to a Slack channel for the sales team.

Competitive Intelligence Research and Slack Briefing

Automatically search the web for competitor news, product updates, and pricing changes, then deliver a structured competitive intelligence briefing to the relevant Slack channel so GTM teams stay informed without manual research.

Compile Competitive Intelligence Briefings from Web Research

Research competitor websites, recent news, and product announcements using web search, then compile structured briefings that are posted to a Slack channel for the go-to-market team.

Compile Competitive Intelligence Reports from Web Research into SharePoint

The agent searches the web for competitor product updates, pricing changes, and press coverage, extracts structured intelligence from the top sources, and saves a formatted competitive report to a SharePoint document library for the product and sales teams.

Make Microsoft Copilot ready for your whole team

After the first connection, teams still need controls. Metorial gives Microsoft Copilot a unified workforce portal, your team's knowledge, scoped access, and a security layer around every call.

Workforce

A unified portal for your team

Portals give every team a simple sign-in to connect Microsoft Copilot, with no setup work or shared credentials.

Explore Portals

Knowledge

Attach your team's knowledge

Skills package your team's context and workflows so Microsoft Copilot acts with the knowledge your team relies on.

Explore Skills

Governance

Scope access by user, tool, and provider

Access control sets policies for who can use which providers and which tools Microsoft Copilot is allowed to call.

See Access Control

Security

Check risky calls before they run

Protoguard reviews agent traffic for prompt injection and risky actions before it reaches connected systems.

Explore Protoguard

Give Microsoft Copilot the tools your team relies on

Connect Microsoft Copilot to the systems your teams use, with controls security and operations teams can trust.

Frequently asked questions

Common questions about connecting Microsoft Copilot to your tools with Metorial.

  1. How do I connect Microsoft Copilot to my tools with Metorial?
    Point Microsoft Copilot at Metorial through Magic MCP and it can use every integration and internal system you approve. There is no per-tool setup and no change to how Microsoft Copilot is built.
  2. Yes. Metorial is MCP compatible, so Microsoft Copilot connects through one governed Magic MCP url instead of wiring up servers by hand.
  3. Microsoft Copilot can reach 1,000 validated, first-party integrations for the tools teams already use, with new providers added regularly.
  4. Yes. When an off-the-shelf integration does not exist yet, expose your own systems as custom providers and Microsoft Copilot reaches them the same way.
  5. Yes. Skills package your team's context and workflows so Microsoft Copilot acts with the knowledge your team relies on, not just generic tool access.
  6. Access control lets you set policies across users, groups, tools, and providers, so Microsoft Copilot gets exactly the access it should and nothing more.
  7. Protoguard inspects agent traffic for prompt injection and risky calls before they reach your systems, and every action stays traced.
  8. Yes. Portals give any team a simple sign-in to connect Microsoft Copilot, with no setup or credentials to manage.