Microsoft 365 Copilot leverages Copilot connectors with sync capabilities that can further enrich Work IQ and unify enterprise knowledge across hundreds of SaaS systems into a single, coherent enterprise knowledge base in your Microsoft 365 tenant. This foundation enables Copilot to deliver relevant, accurate, and context-rich insights, with enterprise data made discoverable alongside Microsoft 365 content - while inheriting native security and access controls.
Extending that vision, we are announcing general availability of federated Copilot connectors1, a new class of Copilot connectors that bring real-time data to Copilot via Model Context Protocol (MCP). The first wave of Microsoft-built federated Copilot connectors includes partners like Canva, HubSpot, Intercom, Linear, LSEG (London Stock Exchange Group), Moody’s, Notion and more. Today, data through these connectors is available in Microsoft 365 Copilot Chat and Researcher. Federated Copilot connectors in Excel to LSEG and Moody’s are coming soon. Customers will also be able to build custom federated Copilot connectors for internal and line-of-business systems by using MCP, and admins can securely deploy those connectors for their organization.
A new model for real-time data access in enterprise
Built on the emerging industry standard Model Context Protocol (MCP), federated connectors bring third-party data into Microsoft 365 Copilot live at query time, enabling users to reason over real-time information without leaving their workflow. Because these connectors query source systems at the moment a request is made, responses reflect the latest available data, helping with scenarios such as checking a deal’s current status or a company’s stock rating. Users can access this information directly within Copilot instead of switching between apps or dashboards. Access remains securely governed through OAuth 2.0 using each user’s own identity and permissions. Responses also include citations back to the source record, making it easy for users to verify the information and explore further. This foundation opens the door to richer, domain-specific experiences in productivity tools like Excel where users analyze, model, and derive insights directly from live business data.
For example, a treasury or risk analyst can ask Copilot for the latest market interest rate curve, stock price, or live operational metric and get an answer based on the latest data available at that moment. A sales manager can check the latest CRM records, open deal pipeline, or recently updated support tickets in Copilot and feel confident that the information is current. And for sensitive scenarios, such as healthcare or financial services, organizations can enable users to access restricted records through Copilot while keeping the data in the source system to help meet residency, security, and compliance requirements.
Using Researcher and federated Copilot connectors to unlock insights in the sales pipeline
Federated connectors are available as out-of-the-box connectors, built and maintained by Microsoft in partnership with leading SaaS and data providers, and enabled by default with admin controls. Learn more about federated Copilot connectors. Enterprises can also build custom connectors for their line-of-business applications and internal systems, using the same MCP standards, to bring proprietary data into Copilot for scenarios unique to their business. Learn more about custom federated Copilot connectors.
Available out of the box connectors
The first wave of federated Copilot connectors spans across top data providers from the financial services industry (Moody’s, LSEG), customer relationship management (HubSpot) and productivity (Canva, Notion).
Canva: Search and retrieve designs, brand templates, and creative performance data from Canva within Copilot. Marketing and brand teams can find campaign assets, audit template compliance, and analyze creative performance without context switching. Sample prompt: "Show me 2024’s top-performing holiday designs from Canva, along with the formats that delivered the highest engagement, aligned to our next season campaign idea”.
Google (Calendar, Contacts): Access calendar and contact information from Google Workspace alongside M365 data. Sample prompt: “List all my calendar events for next week, then determine which ones are overlapping.”
HubSpot: Access deal and pipeline data, contacts, and company records from HubSpot directly in Copilot. Sales teams can track open deals, review pipeline status, and surface customer information using natural language. Sample prompt: “From HubSpot, show me my open deals with a value over $10K where there's no logged activity in the past 7 days. Include deal name, stage, value, and the contact name.”
Linear: Access project tracking and issue data from Linear in Copilot. Engineering and product teams can stay aligned across tools without context switching.
LSEG: Surface real-time and end-of-day pricing for equities, fixed income, FX, and commodities, along with interest rate curves, forward curves, and historical time series. Treasury, risk, and trading teams can access the market inputs they need for instrument valuation, scenario modelling, and hedging analysis in context of broader work-related queries. Sample prompt: “Using LSEG, calculate bond price for CUSIP 91282CJK8 at 5.6% yield to include in my talking points for tomorrow’s meeting with <person’s name>.”
Select a federated Copilot connector from Sources below the promptMoody’s: Access entity profiles, ownership structures, financials, Moody’s Ratings credit ratings and research documents, and more directly in Copilot. Credit and risk teams can monitor counterparty quality, prepare committee materials, and track rating changes without leaving their M365 workflow. Sample prompt: “From Moody’s, compare <company A> and <company B> on scorecard factors including profitability, leverage, and financial policy.”
Notion: Query Notion pages, databases, and workspace content directly in Copilot. Product, strategy, and operations teams can synthesize insights from distributed Notion workspaces, track project progress, and identify gaps across documentation. Sample prompt: “Pull insights from Notion docs mentioning customer churn and create a consolidated analysis.”
Add, manage and connect to federated connectors used by CopilotHow to get started
Once federated connectors are available, users can authenticate into the service (for example, Moody’s) and start querying that data directly in Microsoft 365 Copilot. Copilot retrieves information live at the time of the prompt together with any relevant data from Work IQ by using the user’s own identity and permissions, so responses reflect the latest available data and include source citations for verification.
Users can connect directly to federated Copilot connectors from two entry points:
1) From Microsoft 365 Copilot Chat: Open Chat settings, navigate to Sources, and browse the available connectors. Select the one you need and authenticate with your own credentials. Once authenticated, the source appears as ‘Connected’, and you can start querying it immediately.
2) From the Researcher agent: When working within Researcher, you can click on Sources near the prompt and then in the same way - connect, authenticate, and go.
Connecting to data provider Moody’s from SourcesAdmin management controls
Admins can manage federated connectors in the Microsoft 365 admin center under Copilot > Connectors > Your connections, where they can review available connectors, enable or disable them for the tenant, and stage rollout to specific Microsoft Entra ID groups before broader deployment. Admins can also use PowerShell to disable all default federated connectors across the tenant and selectively reenable individual connectors as needed, giving organizations a simple way to apply governance, security, and readiness controls at scale. Learn more about setting up and managing connectors for the organization.
How to provide feedback
Your feedback helps improve the Copilot connector experience. After ending the Copilot chat, use the thumbs-up or thumbs-down icons at the bottom of the chat to share feedback.
[1] Generally available to admins in the Microsoft 365 admin center for setup and management. The user experience will become available in the coming weeks. Federated Copilot connectors are available to Copilot Chat users without a Microsoft 365 license and to Microsoft 365 Copilot customers. Available only in the Microsoft 365 Copilot app on web and desktop and in Researcher.
* The same prompts may yield different responses due to inherent variability in neural networks.
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