Custom connectors overview (preview)

[This article is prerelease documentation and is subject to change.]

Copilot for Finance provides the ability for customers to integrate the Microsoft Outlook-addin with any backend systems that supports OAuth by using the integration of Power Platform Custom Connectors.

Integrate Copilot for Finance with Custom Connectors Review your organization's current Power Platform administration and governance with your team. Develop a plan of action that supports your organization's deployment of enterprise-scale solutions on Power Platform.

Step	Description
Import the OpenAPI definition	Import Copilot for Finance API definition and create the connector with the specified name, copilotforfinancecomms
Setup General Custom Connector Details	Provide API host and base URL
Review authentication type	setup Oauth 2.0 authentication
Review the connector definition	Review Copilot for Finance provided API definitions
Test the connector	Validate provided end points defined are working as expected using the test connector

See also

Connectors Architecture
Custom Connectors Oveview
Vet with data protection in connectors