Get IT inventory answers in Microsoft 365 Copilot
Connect Microsoft 365 Copilot to BlueTally to look up equipment, check employee assignments, and review audit records. Get answers from your BlueTally inventory through a read-only MCP connection.
Bring your BlueTally inventory into Microsoft 365 Copilot
Connect Microsoft 365 Copilot to your BlueTally inventory so you can look up equipment, employee assignments, and audit records through a supported Copilot configuration.
What you can ask Microsoft 365 Copilot
Find available equipment
- Which Dell laptops are currently unassigned?
- What's checked out to jane@company.com?
Prepare for audits and reviews
- Which assets haven't been audited in the last 12 months?
- Show me the history of asset BT-1042.
Review licenses and purchases
- How many Adobe license seats are assigned and how many are available?
- Summarize laptop purchases by manufacturer over the past year.
Narrow the results with a follow-up question, such as “Only show laptops in the London office.” Answers depend on the records available in your BlueTally account.
Read-only access to your records
Microsoft 365 Copilot can retrieve and summarize BlueTally data through MCP, but cannot create, edit, delete, or check out assets. Manage assignments and other changes in BlueTally.
Access is scoped to your company. Rotate or delete the API key used for the connection to revoke access.
What you need before connecting
AI assistant integration is included on BlueTally Business and Corporate plans, with no separate MCP add-on fee. You also need access to a supported assistant configuration and any permissions required by your organization.
Microsoft licensing, tenant settings, and administrator approval can affect availability. Check the setup guide for the supported Microsoft 365 Copilot configuration before you begin.
How to connect Microsoft 365 Copilot to BlueTally
1. Follow the setup guide
Use the BlueTally knowledge base for the current client-specific authentication steps and screenshots.
2. Add the MCP Server
Use https://api.bluetally.com/mcp as the server endpoint and complete the authentication steps in the guide.
3. Check your first answer
Ask Microsoft 365 Copilot which Dell laptops are unassigned. Compare the results with your BlueTally account, then ask a follow-up question.
Find Microsoft 365 Copilot setup instructions in the knowledge base
Explore other ways to connect
BlueTally MCP Server — see the full integration overview
M365 Copilot alone vs + BlueTally MCP
Task
M365 Copilot + BlueTally MCP
Ask which Dell laptops are unassigned
Needs you to supply the inventory data
Live read from your BlueTally account
See what's checked out to an employee
Look up the employee’s assignments manually
One question in Copilot
List holdings for pending offboarding
Needs you to supply the inventory data
Ask in plain English
Use Copilot to retrieve and summarize inventory records. Manage assignments and asset changes in BlueTally.
FAQs — Microsoft Copilot MCP
What does the Microsoft 365 Copilot integration do?
It connects Microsoft 365 Copilot to your BlueTally inventory through the BlueTally MCP Server, so you can retrieve records and ask questions in plain English.
Can Microsoft 365 Copilot change my assets?
No. The connection is read-only. Create, edit, delete, and check out assets in BlueTally.
Which plans do I need?
BlueTally Business and Corporate include MCP, with no separate MCP add-on fee. Check the setup guide for your assistant’s plan requirements and any administrator permissions.
How do I set it up?
Use https://api.bluetally.com/mcp as the endpoint and follow the client-specific BlueTally knowledge base guide for authentication and setup.
Is this the same as GitHub Copilot?
How do I revoke access?
Rotate or delete the API key used for the connection.
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