Copilot for Finance (Preview)

This connector is to communicate with copilot for finance.

This connector is available in the following products and regions:

Service	Class	Regions
Power Automate	Standard	All Power Automate regions except the following:      -   US Government (GCC)      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)
Power Apps	Standard	All Power Apps regions except the following:      -   US Government (GCC)      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)

Contact
Name	Microsoft
URL	https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-for-finance

Connector Metadata
Publisher	Microsoft

A powerful way to work with Copilot for Finance is through Power Automate. You can create a flow that automatically communicate with Copilot Finance after it is triggered by an event.

Prerequisites

• Power Automate account

Get started with your connector

For more information on using this connector please visit Copilot for Finance (preview)

Common errors and remedies

General Limits

Name	Value
Connections per account	100

Creating a connection

The connector supports the following authentication types:

Default	Parameters for creating connection.	All regions	Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	100	60 seconds

Actions

Generate Reconciliation Report Summary	Generate Reconciliation Report Summary.
Generate Reconciliation Transaction Summary	Generate Reconciliation Transaction Summary.
Get Table Keys for Reconciliation	Get Table Keys
Perform Reconciliation	Perform Reconciliation

Generate Reconciliation Report Summary

Operation ID:

GenerateReconciliationReportSummary

Generate Reconciliation Report Summary.

Parameters

Name	Key	Required	Type	Description
primaryTableName	primaryTableName		string
secondaryTableName	secondaryTableName		string
primaryTableMappingKeys	primaryTableMappingKeys		string
secondaryTableMappingKeys	secondaryTableMappingKeys		string
primaryTableMonetaryColumns	primaryTableMonetaryColumns		string
secondaryTableMonetaryColumns	secondaryTableMonetaryColumns		string
discrepancyTransactions	discrepancyTransactions		string
primaryUnmatchedTransactions	primaryUnmatchedTransactions		string
secondaryUnmatchedTransactions	secondaryUnmatchedTransactions		string
transactionSpecifications	transactionSpecifications		object

Returns

Body

GenerateReconciliationReportSummaryResponse

Generate Reconciliation Transaction Summary

Operation ID:

GenerateReconciliationTransactionSummary

Generate Reconciliation Transaction Summary.

Parameters

Name	Key	Required	Type	Description
transactionType	transactionType		string	Transaction type
transactionDetails	transactionDetails		object

Returns

Body

GenerateReconciliationTransactionSummaryResponse

Get Table Keys for Reconciliation

Operation ID:

GetTableKeys

Get Table Keys

Parameters

Name	Key	Required	Type	Description
tablesInformationSerializedJson	tablesInformationSerializedJson		string	Table Keys Suggestion Request

Returns

Perform Reconciliation

Operation ID:

Perform Reconciliation

Perform Reconciliation

Parameters

Name	Key	Required	Type	Description
primaryFileContent	primaryFileContent		string	primaryFileContent
secondaryFileContent	secondaryFileContent		string	secondaryFileContent

Returns

Definitions

GenerateReconciliationReportSummaryResponse

Name	Path	Type	Description
Reconciliation Report Summary	reconciliationReportSummary	string

GenerateReconciliationTransactionSummaryResponse

Name	Path	Type	Description
Transaction Summary	transactionSummary	string