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The Microsoft 365 Copilot agent is a pilot and is only available for e-conomic. Steps and features may change. Write to support@consile.dk before you roll out the agent, and we will help with your first installation.
For e-conomic, Consile is also available as a ready-made agent, Consile e-conomic, for Microsoft 365 Copilot. The agent uses the same e-conomic subscription and the same connection to your accounting as in Claude and ChatGPT. It talks to the address https://mcp.consile.ai/economic/mcp, and each employee logs in with their own Consile login.

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What you need

  • An active e-conomic subscription at Consile, where your e-conomic agreement is connected in the portal. See Connect e-conomic.
  • Microsoft 365, where the employees have access to Copilot.
  • An IT administrator who may upload custom apps or agents in the Microsoft 365 admin center.

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How to do it

1

Download the app package

Open e-conomic in the portal. Once you have bought e-conomic, the Use in Microsoft 365 Copilot card is shown. Click Download the app package (zip).
2

Upload the package (IT administrator, once)

The IT administrator uploads the zip file in the Microsoft 365 admin center, for example under Settings → Integrated apps → Upload custom apps, or in the Copilot settings with Agents → Upload custom agent. Choose who should get the agent (the whole organization or selected users and groups), and approve. Microsoft regularly changes the menu names.
3

Give the same employees access at Consile

An administrator in Consile invites the employees under Team in the portal and gives them access to e-conomic on each person’s page. The access level is chosen at the same time: Read only (28) or Full access (40). The two levels cost the same. The first user is included in the price, and each extra user costs 50% of the connector’s monthly price, for e-conomic 149.50 DKK/month excl. VAT. If you have the Consile Studio membership, the employees get a membership licence instead. See Team and Pricing.
4

First use (each employee)

The employee first accepts the invitation from Consile. Then the employee opens Copilot in Teams or at m365.cloud.microsoft/chat, chooses Consile e-conomic among the agents and asks a question. The first time, the employee logs in with their own Consile login, chooses the company’s organization if asked, and approves. This happens only once per user.
The assignment in Microsoft only makes the agent visible. An employee who has not both been invited and been given access to e-conomic under Team at Consile can open the agent and log in, but gets a message about missing access instead of data.

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What can the agent do?

The agent has the same 40 tools as the e-conomic connector: 28 that read and 12 that change data.
  • It reads customers, invoices (drafts and booked), products, suppliers, entries, VAT, accounting years and balances.
  • For users with Full access, after explicit confirmation, it can also create and update customers, create and update draft invoices, copy an invoice to a new draft, create credit note drafts, and create, update and delete unbooked entries in the daily journal.
  • For users with Full access, it can also book entries in the daily journal, but only the entry numbers the user has approved, and at most 50 at a time.
  • The agent is set up to show each change as a preview and ask you before it carries it out.
  • Invoices and credit notes remain drafts. The agent never books them and cannot send anything to anyone.
See Actions & guardrails and e-conomic.

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Limitations in the pilot

  • The agent is only available for e-conomic and uses your first e-conomic agreement. Extra agreements (for example economic-2) cannot be used through the agent. Use them in Claude or ChatGPT.
  • The app package contains a fixed list of the agent’s tools. A user on Read only therefore still sees the write actions in the agent, but Consile blocks all write operations on the server for that user. Changing level does not require a new package.
  • If the e-conomic connector gets new tools, a new version of the app package is needed, which the IT administrator uploads again.
Questions about the setup: write to support@consile.dk.

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Other AI clients

Connect Claude

Claude, Claude Desktop and Claude Code.

Connect ChatGPT

The same e-conomic address works in ChatGPT through Developer mode.