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Connect Plaid to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Plaid’s 5 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Plaid 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 Plaid to Runlayer

    Plaid 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 Plaid’s 5 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 Plaid

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

  4. 4

    Use Plaid from Microsoft 365 Copilot

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

Tools

5 Plaid tools in Microsoft 365 Copilot

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

  • Debug item

    Diagnose a Plaid item by retrieving its state information.

  • Get link analytics

    Retrieves Plaid Link analytics data for analyzing user conversion and error rates.

  • Get tools introduction

    Returns a list of all available tools with a brief introduction for each.

  • Get usages

    Retrieves usage metrics for Plaid products and services.

  • List teams

    Retrieve teams associated with the user and present them as a selectable list.

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 Plaid 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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