Skip to content

🚨 Mission 07: Add a Tool

🕵️ CodenameOPERATION TOOL UP⭐ Difficulty⏱️ Time 30 min 🧩 ProductsMicrosoft Copilot StudioMicrosoft Power Platform🏷️ Tagstoolsconnectors🏭 IndustriesIT

Preview

This mission is in preview. Content may change and some steps might not work as intended.

NOTE

This lab has been updated for the new Copilot Studio experience (2026-06-28). See evaluation.md for a full comparison with the original Topics-based lab.

🎯 Mission Brief

You’ve built an agent. It listens, learns, and answers questions, but now it’s time to get tactical and let it take action. In this mission you’ll connect your agent to a real data source so it can fetch live information and do something useful with it.

In the new Copilot Studio experience, that capability comes from tools. You’ll add a SharePoint - Get items tool so your Contoso IT Concierge agent can pull available devices straight from a SharePoint list.

IMPORTANT

If your Copilot Studio screen looks different from these screenshots, make sure the New experience toggle in the upper-right corner is turned on.

🔎 Objectives

In this mission, you’ll learn:

  1. Why Topics are gone in the new experience and what replaced them
  2. What tools are and how an agent decides when to use them
  3. How to add the SharePoint - Get items connector action as a tool
  4. How to rename the tool so its purpose is clear to the model
  5. How to configure the tool's input parameters for the SharePoint site and list

✋🏻 Wait - where did Topics go?

If you’ve used Copilot Studio before, you’ll remember Topics: hand-built conversation flows made of trigger phrases and connected nodes (send a message, ask a question, add a condition, call a tool, and so on). You routed conversations manually and stitched logic together node by node.

The new experience removes the Topics tab entirely. Instead of you wiring conversations by hand, the agent’s large language model orchestrates the conversation for you. You give the agent:

  • Instructions - plain-language guidance on how to behave, and
  • Tools, Knowledge, and Skills - the capabilities it can draw on.

The model reads your instructions, understands the user’s intent, and decides which tool to call and when. No trigger phrases, no node graphs. This is simpler, faster to build, and far more flexible - which is exactly why we’re focusing on tools in this mission.

🔧 What are tools

Tools give your agent the ability to do something beyond chatting, such as calling an API or MCP server, running a process, or reading and writing business data. Think of tools as "action blocks" that give your agent superpowers.

Tools can come from several places:

  • Connectors - 1,500+ prebuilt actions for services like SharePoint, Outlook, Teams, Dataverse, and more.
  • Model Context Protocol (MCP) - connect to MCP servers that expose tools.
  • Workflows - call automated flows you’ve built.

When a user asks something, the model matches the request to a tool’s description, fills in the tool’s inputs, runs it, and uses the result in its reply. Because the description helps the model choose the right tool, in this lab you’ll review the existing description and decide whether to keep it or update it for the scenario.

In this lab we’ll use the SharePoint - Get items connector action so the agent can read a list of devices.

🧪 Lab 07 - Add the SharePoint Get items tool

✨ Use case

As an employee

I want to know what devices are available

So that I have a list of available devices

Prerequisites

  1. SharePoint list - the EmployeeAssets list from Mission 00 - Course Setup.
  2. Contoso IT Concierge - the agent created in Mission 05 - Build a custom engine agent.

Let's begin!

6.1 Add a tool using a connector

  1. In the Build view, in the Tools section, select the + icon to add a tool.

    Select plus icon to add tool

  2. The Add a tool dialog opens with Featured, MCP, Connectors, and Workflows pills.

    Tool types

  3. Take a moment to review what's available under the different types of tools. Select the Model Context Protocol (MCP) pill. Here, you'll see a list of first-party and third-party Microsoft certified MCP tools to select from.

    MCP tools available

  4. Next, select the Connectors pill. You'll see a larger list of first-party and third-party Microsoft certified connector tools to select from.

    Connectors available

  5. Copy and paste the following text in the search bar.

    text
    Get items

    Select the Get items tool.

    Select Get items tool

  6. Select the + Add button to add the tool to the agent.

    Select add button to add the tool

6.2 Configure the tool

  1. The tool now appears in the Tools list. Select Get items to open Tool details.

    Select Get items to configure the tool

  2. On the Details tab, we'll rename the tool so that the model knows what the tool will be used for. Copy and paste the following text as the Name.

    text
    Get Employee Assets

    We usually provide a clear tool description so the model knows when to use it.

    In this scenario, the existing description already fits because the model will retrieve items from the configured SharePoint list, so we can leave it as-is.

    Rename tool

  3. Select the Inputs tab. Each input parameter (Site Address, List Name, Filter Query, and so forth) can be filled by AI or pinned to a fixed Value. Leaving them as AI lets the agent populate them from the conversation and your instructions.

    For this use case, where the agent retrieves device information and returns it to the user, set Site Address and List Name to the SharePoint site and list created in the Course Setup mission.

    Update the How is this filled? field from AI to Value.

    Then select the Value drop-down field and select + Add variable.

    Update Site Address input

  4. In the Site Address drop-down field, select the SharePoint site you created in the Course Setup mission.

    Select SharePoint site for the variable configuration

  5. Select Save to save the variable for the Site Address input parameter.

    Select Save

  6. Scroll down to the List Name input parameter and repeat the same steps:

    • In the How is this filled? field, select Value.
    • In the Value drop-down field, select Add variable.

    Configure List Name input parameter

  7. Select the SharePoint List created in the Course Setup mission, EmployeeAssets, and select Save.

    Select List for the variable configuration

The input parameters for the Get items tool have been successfully configured. 👍🏻

✅ Mission Complete

Congratulations! 👏🏻 You learned that Topics are gone in the new experience and the model now orchestrates the conversation. You added a SharePoint - Get items tool and configured its inputs. 🙌🏻

In the next mission, you'll be testing the tool after one of the skills has been updated.

⏭️ Move to Automate with Workflows

📚 Tactical Resources

🔗 Add tools to agents

🔗 SharePoint connector reference

🔗 Write effective agent instructions

Analytics