Guide users through adding a new connector action to a Copilot Studio agent. Connector actions require UI-based connection setup, so this skill walks users through the Copilot Studio portal steps.
This skill guides users through adding a new connector action to their Copilot Studio agent. It does NOT write action YAML directly because connector actions require a connection reference that can only be created through the Copilot Studio UI.
Connector actions need:
copilot-studio-edit-action| Connector | API Name | Common Operations |
|---|---|---|
| Teams | shared_teams |
| Post message, Get channel, List members |
| Outlook | shared_office365 | Send email, Get emails, Create event |
| SharePoint | shared_sharepointonline | Get items, Create item, Update item |
| Dataverse | shared_commondataserviceforapps | Create, Read, Update, Delete records |
| HTTP | shared_http | GET, POST, PUT, DELETE requests |
Understand what the user wants — ask clarifying questions if the request is vague (e.g., "send a message" — Teams? Outlook? Slack?)
Help identify the connector and operation:
Walk the user through the UI steps:
Here's how to add this action in Copilot Studio:
- Open Copilot Studio
- Navigate to your agent
- Go to Actions in the left sidebar
- Click + Add an action
- Search for the operation from the connector
- Configure the connection (authenticate with your credentials)
- Save the action
Once saved, pull the updated agent files using the Copilot Studio VS Code Extension (Source Control → Pull).
After the user confirms they've pulled, check for the new action file:
glob pattern: **/actions/*.mcs.yml
If the action file is present, let the user know it was pulled successfully.
Offer to edit the action — if the user wants to customize inputs, descriptions, or connection mode:
Would you like me to edit the action YAML? I can modify input descriptions, switch between automatic and manual inputs, change the connection mode, and more. Use the
copilot-studio-edit-actionskill.
For reference, a connector action (TaskDialog) has this structure: