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Connect Sigma to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Sigma’s 7 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Sigma 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 Sigma to Runlayer

    Sigma 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 Sigma’s 7 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 Sigma

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

  4. 4

    Use Sigma from Microsoft 365 Copilot

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

Tools

7 Sigma tools in Microsoft 365 Copilot

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

  • Begin session

    REQUIRED — You MUST call this tool before using any other Sigma tool in a conversation.

  • Call agent

    Call a Sigma workbook agent with a message or conversation.

  • Describe

    Inspect the schema of a Sigma data source.

  • List documents

    Browse a named document collection in the Sigma workspace.

  • List workbook agents

    List the workbook agents you can edit across your organization

  • Query

    Execute a SQL query against a Sigma data source and return the results.

  • Search

    Search across the entire Sigma workspace to discover workbooks, data models, data model elements, and tables.

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 Sigma 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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