How to Add Custom Connector Actions to Your Copilot Studio AI Agent.

As I begin learning about Copilot Studio, I’m documenting my findings. In this article, I’ll explain how to add “Actions” to our previously created agent.

For instructions on creating the base agent, please refer to:

Copilot Studio Create an agent (Copilot) using the generated AI and share it with other users in Teams

I have started to learn about Copilo Studio, so I took notes on what I learned.This time, we will build an agent that ca...

Actions
Implementation
Testing
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Actions

Actions (formerly known as plugins) are used to register “functionalities” to your agent.

The following can be registered as actions:

Connectors/Custom Connectors
Power Automate
AI Builder Prompts
Skills (Azure Bot Framework)

In this article, we’ll create an action that retrieves user schedules as an example of directly using connectors.

For official documentation on actions, please refer to:

Use actions with custom agents (preview) - Microsoft Copilot Studio

Extend your agent with actions to automatically respond to users with generative answers.

For information about AI Builder prompts, please refer to:

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Implementation

From your created agent, select [Add action],

Screenshot showing how to add an action in Copilot Studio

Select the “Send an HTTP request” action from Office 365 Outlook,

Screenshot showing HTTP request action selection

Choose “End-user authentication” for the connection,

Screenshot showing authentication selection

Configure the action’s “name,” “display name,” and “description” in the settings.
Note: The “description” should be detailed as the AI uses it to determine when to use this action.

Click [Next] to proceed to the next step, then click [Edit inputs],

Since we’re only using the calendar retrieval API, set both “URI” and “Method” arguments as fixed values.
Note: Set the URI to the calendar retrieval API “https://graph.microsoft.com/v1.0/me/events”

Screenshot showing URI and Method configuration

Click [Next], then [Finish] on the confirmation screen.

Finally, click [Edit] on the newly added action,

Turn on the status and save,

In the [Output] tab, set [Output mode] to “All”.

Screenshot showing output mode configuration

This completes the implementation.

Testing

When you send a message to the agent that might trigger the action we just created, you’ll receive a connection request message. Click “Connect”.

Screenshot showing connection request dialog

You’ll be directed to the “Manage connections” screen to establish the connection.

Screenshot showing connection management screen

Once the status shows “Connected”, setup is complete.

When you ask about your schedule again, the agent will check Outlook events and generate a response using RAG.

Screenshot showing schedule query response

Screenshot showing detailed schedule information

While we created this action directly from a connector, using Power Automate to create actions offers more capabilities and flexibility.

Therefore, in the next article, we’ll explore building actions using Power Automate.

Note: As of December 21, 2024, to trigger actions without topics, you must set the language to English and enable “Use AI in conversation.”

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