Use connectors in Copilot Studio

Connectors from Microsoft Power Platform are proxies or "wrappers" around APIs that allow Microsoft Copilot Studio, Microsoft Power Automate, Microsoft Power Apps, and Azure Logic Apps to talk to other apps and services. Connectors let you connect your accounts and use prebuilt tools and triggers to build your apps and workflows.

With connectors, you can access various services (both within the Microsoft ecosystem and outside it) to perform a wide array of tasks automatically.

There are many connectors available, ranging from connections between and to Microsoft services like Office 365, SharePoint, and Dynamics 365, all the way to connections to non-Microsoft services like Twitter, Google services, Salesforce, and more. These connectors are categorized as:

• Standard Connectors, such as SharePoint, which are included with all Copilot Studio plans.

• Premium Connectors that are available in select Copilot Studio plans.

• Custom Connectors, which let you connect to any publicly available API for services not covered by existing connectors.

Integration with Copilot Studio

Connectors are essential tools that greatly extend the functionality of Copilot Studio agents by connecting various external services and applications to perform a wide range of tasks. With these connectors you can create more dynamic, responsive, and useful agents, tailored to specific business needs and processes.

You can call connectors as tools in your agent, from an Action node in a topic, or at the agent level.

Add a tool from a prebuilt connector to an agent

1. Select Agents and select the agent you want to add a connector to.

2. Go to the Tools page and select Add a tool.

3. Select Connector. The different services with connectors available are displayed.

4. Select the service you want to connect to, or search for the service in the search box. You can see a list of tools available for the service connector.

5. Select the tool you want to add. The Add tool pane opens.

6. If the connection doesn't already exist, select Create new connection. The details of setting up the connection depend on the connector you selected.

7. Select Submit or Create as applicable when you're done.

8. Select Add to agent. You're taken back to the Tools page, where you can see the new tool listed.

   By default the connection is configured to use user credentials. For more information about the supported authentication modes, see Configure user authentication for tools. To change this behavior, see the following section.

Add a tool from a prebuilt connector in a topic

1. Select Agents and select the agent you want to add a connector to.

2. Go to the Topics page and select the topic you want to add a connector to.

3. Select Add node (+) on the authoring canvas.

4. In the node selection window, select Add a tool > Connector, and search for the connector tool you want to add.

5. Set up connection details as needed for the connector.

6. Select Submit.

   By default the connection is configured to use user credentials. For more information about the supported authentication modes, see Configure user authentication for tools. To change this behavior, see the following section.

Create a custom connector to add to an agent

1. Select Agents and select the agent you want to add a connector to.

2. Go to the Tools page and select Add a tool.

3. Select New tool > Custom connector. You're taken to the Power Apps portal under the Custom connectors section.

4. Select New custom connector and select the method you want to use to create the connector.

Use connectors with agent author's credentials

Connectors require a valid set of credentials. By default, connectors are configured to ask users (users of your agent) to provide their credentials for the associated service, when the tool is invoked. To have your agent use the author's credentials or credentials for a proxy account, perform the following steps:

1. Configure your agent to use an authenticated channel.
2. Add a connector tool to your agent as a plugin tool, and configure it.
3. Go to the connector tool properties.
4. Under End user authentication, select Agent author authentication.
5. Publish and test the experience in the Test your agent pane, or in the desired channel.

Share connection

To share your connection with others:

1. Go to make.powerapps.com.
2. Select Connections in the left navigation bar.
3. Select the connection and select Share.
4. In the Share dialog, search for the desired user and select the user.
5. Under Permission, next to the user, select Can use + share.