> ## Documentation Index > Fetch the complete documentation index at: https://docs.consile.ai/llms.txt > Use this file to discover all available pages before exploring further. # Connect Microsoft 365 Copilot > Use the e-conomic connector as an agent in Microsoft 365 Copilot and Teams. The agent is in pilot. *[Læs siden på dansk](https://docs.consile.ai/connect/forbind-microsoft-copilot.md)* > [!WARNING] > > 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](mailto: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. ## What you need * An active e-conomic subscription at Consile, where your e-conomic agreement is connected in the portal. See [Connect e-conomic](https://docs.consile.ai/en/connect/connect-economic.md). * 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. ## How to do it **1. Download the app package** Open e-conomic in the [portal](https://app.consile.ai). 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](https://docs.consile.ai/en/portal/membership.md), the employees get a membership licence instead. See [Team](https://docs.consile.ai/en/portal/team.md) and [Pricing](https://docs.consile.ai/en/portal/pricing.md). **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](https://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. > [!WARNING] > > 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. ## 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](https://docs.consile.ai/en/essentials/actions-and-guardrails.md) and [e-conomic](https://docs.consile.ai/en/connectors/economic.md). ## 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](mailto:support@consile.dk). ## Other AI clients > **[Connect Claude](https://docs.consile.ai/en/connect/connect-claude.md)** > > Claude, Claude Desktop and Claude Code. > **[Connect ChatGPT](https://docs.consile.ai/en/connect/connect-chatgpt.md)** > > The same e-conomic address works in ChatGPT through Developer mode. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.