Connect Metabase to Microsoft 365 Copilot
Give Microsoft 365 Copilot governed access to Metabase’s 45 tools through Runlayer, with identity, policy, scanning, and audit on every call.
Set up
Add Metabase 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 Metabase in Runlayer
Add Metabase 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 Metabase’s 45 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.
Microsoft 365 Copilot setup guide - 3
Sign in to Metabase
Sign in the way Metabase requires. Runlayer holds the credentials so they stay out of the client’s configuration.
- 4
Use Metabase from Microsoft 365 Copilot
Metabase’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.
Tools
45 Metabase tools in Microsoft 365 Copilot
Runlayer policy decides which of these Microsoft 365 Copilot users can call. 25 read data only and 6 can change or delete data.
Construct query
Construct a Metabase query from a structured program with source and operations.
Create dashboard
Create a dashboard in Metabase.
Create question
Save a query as a named question in Metabase.
Execute query
Execute a previously constructed query and return the results with column metadata, row count, and execution time.
Get metric
Get details about a metric including its queryable dimensions.
Get metric field values
Get sample values and statistics for a field in a metric.
Get table
Get details about a table including its fields, related tables, and metrics.
Get table field values
Get sample values and statistics for a field in a table.
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 Metabase 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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