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Connect Planhat to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Planhat’s 10 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Planhat 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 Planhat to Runlayer

    Planhat 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 Planhat’s 10 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 Planhat

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

  4. 4

    Use Planhat from Microsoft 365 Copilot

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

Tools

10 Planhat tools in Microsoft 365 Copilot

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

  • Create document

    Create a new document (page) in Planhat.

  • Create model record

    MODEL: "Company", PARAMETERS: {"name": "Acme Corp", "domain": "acme.com"}

  • Delete model record

    Delete existing record.

  • Get document

    Retrieve a document (page) by its ID, including its full content.

  • Get model action parameters

    Returns field metadata (names, types, required flags) for a data model.

  • Get model record

    Get single record by ID.

  • List model records

    MODEL: "Company", LIMIT: 20

  • Search documents

    Search documents (pages) by text.

See all 10 Planhat 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 Planhat 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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