Set up your connections when an agent asks

Some tools in a Microsoft Copilot Studio agent sign in with each user's own account instead of one shared account. Before the agent can use one of these tools for you, you need to connect your account. When the agent needs a connection you don't have yet, it asks you in the chat. You set up the connection on the Manage your connections page, and then return to the chat so the agent can continue.

Note

The harness used to build this agent uses usage-based billing. Using, building, testing, and evaluating agents might consume Copilot Credits. Learn more in Overview of usage-based billing.

This article is for people who chat with an agent. If you build agents, learn how to add tools in Add a tool to an agent (Microsoft Copilot).

Respond to a connection request in the chat

When the agent needs a connection you haven't set up, it pauses and shows a Connection Required card. The card names the service or services that the action needs.

The card has the following buttons:

Button What it does
Set up connection Opens the Manage your connections page for the agent.
Retry Tells the agent that you set up the connection, so it tries the action again.
Deny Cancels the action. The agent doesn't try the action again and tells you that it was canceled.

To set up the connection and continue:

  1. On the Connection Required card, select Set up connection.

  2. On the Manage your connections page, connect each item that the action needs. Learn more in Connect an item.

  3. Return to the chat. In Microsoft Teams, the agent retries the action automatically after you connect. If it doesn't, or if you closed the dialog without connecting, select Retry on the card.

Connect an item

The Manage your connections page lists the tools, flows, and AI models in the agent that use your own account. The list appears under Connections, with the description "Each end user signs in with their own account."

The list has the following columns:

Column What it shows
Name The name of the item. For a tool, the row shows the service it connects to and the name of the tool.
Type Whether the item is a Tool, a Flow, or an AI Model.
Status The state of your connection. Learn more in Understand connection status.
Actions The action you can take on the connection. The label depends on the status.

To connect an item:

  1. In the row for the item, under Actions, select Connect.

  2. In the Create or pick connections dialog, for each service under Name, select an existing connection under Connection, or create a new one. If the service asks you to sign in, sign in with your account.

  3. Select Submit. You can't submit until you select a connection for each service.

The status for the item changes to Connected.

To work on several items at once, select the checkbox for each row, and then select Manage or Refresh above the list.

Understand connection status

Each item on the page shows one of the following statuses. The link under Actions changes to match the status.

Status What it means Action
Connected Your connection is set up, and the agent can use it. Manage: Change the connection the item uses.
Not connected You didn't set up a connection for this item yet. The agent can't use it for you. Connect: Set up the connection.
Expired Your sign-in for the connection expired or was revoked. Renew: Sign in again.
Stale The agent changed after you connected, so the connection needs to be reviewed. When you open the page, it tries once to restore the connection automatically. Review: Confirm or replace the connection.

To show only items with a specific status, select the status filter above the list, and then select a status. Select All to show every item again.

Disconnect your connections

You can remove a connection from the agent when you no longer want the agent to act with your account.

  1. On the Manage your connections page, select the checkbox for each item you want to disconnect.

  2. Above the list, select Disconnect.

  3. In the Disconnect connections? dialog, select Disconnect.

The connections are removed for this agent in the channel where you chat with it, such as Microsoft Teams. You can't undo this action. The next time the agent needs one of these connections, it asks you to set it up again.

Note

Connections are saved for each agent and each channel. If you chat with the same agent in more than one channel, set up your connections in each channel.