How to connect Microsoft 365 Agent 365 / Work IQ MCP Servers
Step 1
Check the vendor's documentation
This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with OAuth
Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
Draft the account-opening paperwork packet (no sending)
A prepared e-signature packet you review before it goes out.
Onboard a ClientCRMProductivity & Collaboration
Prepare — do not send — the account-opening packet for <client name>. Pull the client details from CRM read-only, list which documents are needed, and produce a draft envelope summary: recipients, documents, and the fields you would pre-fill with their source. Stop and show me the summary for approval before creating, sending or modifying anything in the e-signature system. Keep approval prompts on for every write action.
Guardrail · Draft only. Keep tool approvals on; nothing should be sent without your explicit confirmation.
First-90-days onboarding plan
A scheduled plan and internal notes — nothing client-facing sent.
Onboard a ClientCRMProductivity & Collaboration
Using read-only CRM and calendar data, draft a 90-day onboarding plan for <client name>: welcome touchpoint, funding confirmation check, planning data-gathering session, and first review meeting. Propose dates that fit my existing calendar but do not create, edit or send invites or emails — output the plan for my approval first. Note which items require a compliance or supervisory review before they go to the client.
Guardrail · Draft only. Ask me before creating calendar entries or sending anything.
Weekly priorities brief
A single view of the week across CRM, calendar and tasks.
Practice ManagementCRMProductivity & Collaboration
Read-only: summarise my week from calendar, tasks and CRM: meetings with prep needed, overdue client service items, and commitments I made that are still open. Rank by client impact. Do not create, reschedule, complete or send anything — output the brief for me to act on.
Guardrail · Read-only. Keep write scopes off for calendar and task tools.
