Microsoft Copilot
AI Assistants
Connect CashPanel to Microsoft Copilot Studio. Query your business data from Microsoft 365.
Connect CashPanel to Microsoft Copilot Studio using the Model Context Protocol (MCP).
What you can do:
- Ask about invoices and transactions from Word, Excel, or Outlook
- Generate financial reports through Copilot
- Query your business data using natural language
- Build custom agents that access your CashPanel data
How it works:
- Open Copilot Studio and create or edit an agent
- Add CashPanel as an MCP server with your API key
- Use CashPanel tools in your Copilot workflows
Key Features
- Query data from Microsoft 365
- Works with Word, Excel, Outlook
- Build custom Copilot agents
- Enterprise-ready integration
Get started
Connect Microsoft Copilot to your CashPanel account and start automating your workflow.
Connect Microsoft Copilot
