Connect Clay to Microsoft 365 Copilot
Give Microsoft 365 Copilot governed access to Clay’s 21 tools through Runlayer, with identity, policy, scanning, and audit on every call.
Set up
Add Clay to Microsoft 365 Copilot in four steps
Admins approve the server once. Everyone in Microsoft 365 Copilot then gets it through the same governed connection.
- 1
Approve Clay in Runlayer
Add Clay from the catalog and choose who can use it and which of its tools are allowed.
- 2
Connect Microsoft 365 Copilot to Runlayer
Users add the Runlayer Plugin to Microsoft 365 Copilot by following Runlayer’s setup guide. Microsoft 365 Copilot reaches Clay’s 21 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.
Microsoft 365 Copilot setup guide - 3
Sign in to Clay
Sign in the way Clay requires. Runlayer holds the credentials so they stay out of the client’s configuration.
- 4
Use Clay from Microsoft 365 Copilot
Clay’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.
Tools
21 Clay tools in Microsoft 365 Copilot
Runlayer policy decides which of these Microsoft 365 Copilot users can call. 12 read data only and 3 can change or delete data.
Add company data points
Add data points to companies in an existing search.
Add contact data points
Add data points to contacts in an existing search.
Ask question about accounts
Ask a natural language question about one or more accounts available in Clay Audiences.
Find and enrich company
Find and enrich a single company by domain or LinkedIn URL.
Find and enrich contacts at company
Search for contacts at a company by role, title, name, or department.
Find and enrich list of contacts
Find and enrich specific named contacts at their companies.
Get credits available
Check if credits are available for the workspace.
Get current workspace
Report which Clay workspace this connection is pinned to.
Control
What Runlayer can see and stop in Microsoft 365 Copilot
Some controls apply to every client at the gateway. Others depend on what Microsoft 365 Copilot exposes to Runlayer.
Gateway policy (available)
Every Clay call from Microsoft 365 Copilot passes through Runlayer, where your policies can allow, alert, mask, or block it.
Audit trail (available)
Each call is recorded with the user, Microsoft 365 Copilot as the client, the tool, and the policy and scanner decisions.
Managed browser extension (available)
Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.
Native enforcement adapter (not available)
Runlayer has no device-side adapter for Microsoft 365 Copilot yet, so control happens at the gateway.
Frequently asked questions
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