Work IQ Copilot reference (preview)

Important

• This is a preview feature.
• Preview features aren't meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

Overview

Server ID	Display name	Description
mcp_M365Copilot	Work IQ Copilot	Use this tool for any user request that might require finding, searching, discovering, or locating information contained within Microsoft 365 content—including documents, PDFs, spreadsheets, emails, sites, reports, or files—regardless of whether the question appears general or domain-specific. If the user's request could plausibly be answered using organizational content, you must invoke this tool unless a workload-specific tool exists for that scenario. When no dedicated tool (mail, calendar, Teams, OneDrive, SharePoint, etc.) is available, this tool becomes the primary mechanism for retrieval. If the request mentions a specific workload and its tool is unavailable, you might use this search tool as a fallback. If the search tool can't retrieve the information, clearly state that the information isn't accessible from the available tools instead of answering from general knowledge.

Available tools

Copilot Chat

Description: Search across your Microsoft 365 ecosystem—including SharePoint sites, OneDrive files, email messages, Teams chats, and other connected Microsoft 365 content—to locate information stored within your organization.

This tool enables discovery of documents, PDFs, spreadsheets, presentations, emails, sites, and other enterprise content by querying your Microsoft 365 data sources. Use this tool whenever the user's request might involve information that could exist inside Microsoft 365, or when more organizational context might be helpful beyond general knowledge.

If a workload-specific tool (mail, calendar, Teams, etc.) isn't available for a request that references that workload, this search tool might be used as a fallback to attempt retrieval. If a conversationId is already provided, the tool continues the same thread; otherwise, a new conversation is created automatically.

Required parameters:

• message: The chat message text from the user to send to Copilot

Optional parameters:

• conversationId: ID of the existing Microsoft 365 Copilot conversation (this is autocreated if missing)
• agentId: Agent ID for the Microsoft 365 Copilot conversation (this is only sent when provided)
• fileUris: Array of file references with URI property to ground the response (SharePoint, OneDrive, etc.)

Key features

Microsoft 365 Copilot integration

• Direct chat integration with Microsoft 365 Copilot
• Multiturn conversation support
• Persistent conversation IDs for context retention

Contextual Chat

• Location and time zone context support
• File grounding for contextual responses
• Attach files as contextual resources

Conversation Management

• Start new conversations
• Continue existing conversations with conversationId
• Agent-specific conversations

Use cases

• Searching for documents, PDFs, spreadsheets, and presentations across Microsoft 365
• Finding information in emails, Teams chats, and SharePoint sites
• Discovering organizational content when the question might be domain-specific
• Fallback search when workload-specific tools are unavailable
• Grounding responses with specific file URIs from SharePoint or OneDrive
• Maintaining conversation context with conversationId for multi-turn interactions