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Custom connectors overview (preview)

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

Finance agents provide 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 Finance agents 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 Finance agents 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 Finance agents 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 overview
Vet with data protection in connectors