Connect Microsoft 365 Copilot to Crane Ledger

Microsoft 365 Copilot can reach external systems through federated Copilot connectors that speak MCP. That is a different product from GitHub Copilot in VS Code.

Read-only today

Microsoft’s federated MCP connectors are designed for search and fetch (read). They do not write back to source systems. For invoices, journal entries, and other writes, use ChatGPT, Claude, GitHub Copilot, Cursor, or the REST API.

Prerequisites

  1. Microsoft 365 Copilot (Premium) and admin access to the Microsoft 365 admin center / Teams Developer Portal as required by your tenant.
  2. A publicly reachable Crane Ledger MCP URL: https://api.craneledger.ai/mcp.
  3. OAuth 2.0 registration compatible with Microsoft’s federated connector flow (see Microsoft Learn: set up custom federated connectors).

MCP endpoint

SettingValue
URLhttps://api.craneledger.ai/mcp
TransportStreamable HTTP
Auth (OAuth)Sign in at consent UI — no key in the client
Auth (API key)Authorization: Bearer ha_live_…
Consenthttps://craneledger.ai/oauth/consent

Organization scope comes from your OAuth token or API key — you do not pass organization_id separately.

Scopes: ledger:read, ledger:write, and optionally ledger:admin.

See Authentication and MCP tools.

High-level admin setup

Exact admin UI labels change; follow current Microsoft Learn docs for federated Copilot connectors / custom MCP:

  1. Register OAuth for Crane Ledger’s authorization server (https://auth.craneledger.ai) with Microsoft’s required redirect URIs.
  2. In the Microsoft 365 admin center under Copilot → Connectors, add a custom / federated MCP connector.
  3. Set the MCP server URL to https://api.craneledger.ai/mcp.
  4. Complete tenant admin consent and enable the connector for users.
  5. In Copilot Chat (and supported surfaces such as Researcher / Excel Agent Mode where available), enable the connector and run read prompts (balances, reports, lists).

Partner gallery submission (optional) requires Microsoft review and readOnlyHint on tools — see Microsoft’s submit-federated-connector guidance.

What to use for writes

GoalRecommended client
Create invoices, post transactionsChatGPT, Claude, GitHub Copilot, Cursor
Automations / agentsREST agents

Example read prompts

  • "What's our cash position?"
  • "Show trial balance as of today"
  • "List open invoices over $1,000"

Related

Need help?

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