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Connect Fathom to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Fathom’s 12 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Fathom 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. 1

    Add Fathom to Runlayer

    Fathom isn’t in the Runlayer catalog yet, so an admin adds it by its MCP server URL.

    Adding a connector manually
  2. 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 Fathom’s 12 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Microsoft 365 Copilot setup guide
  3. 3

    Sign in to Fathom

    Sign in the way Fathom requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Fathom from Microsoft 365 Copilot

    Fathom’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.

Tools

12 Fathom tools in Microsoft 365 Copilot

Runlayer policy decides which of these Microsoft 365 Copilot users can call.

  • Find person

    Find a person by name across meeting speakers, then return contact info and compact summaries for matched meetings.

  • Find relevant meetings

    Targeted ranked retrieval for specific facts, decisions, quotes, named projects, companies, products, people-plus-topic questions, or locating the best matching meetings.

  • Get identity

    Returns the authenticated user's name and email address.

  • Get meeting summary

    Returns the AI summary of a specific Fathom meeting.

  • Get meeting transcript

    Returns the full transcript of a specific Fathom meeting.

  • Get recording by call ID

    Resolve a Fathom call ID to a recording_id plus title, date, and url.

  • Get recording by URL

    Resolve a Fathom URL to a recording_id plus title, date, and url.

  • Get relevant meetings result

    Returns the find_relevant_meetings result for a search_id.

See all 12 Fathom tools

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 Fathom 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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