Add M365 Data Management agent with MCP and GraphicArt by KatT-AI · Pull Request #54 · pnp/copilot-pro-dev-samples

KatT-AI · 2025-05-19T16:07:30Z

Summary

Adds a new Teams Toolkit sample (da-sharepoint-data-manager) — a declarative Microsoft 365 Copilot agent that helps users organize and find SharePoint/OneDrive content.

OneDrive & SharePoint capability for document search and organization guidance
MCP integration with Microsoft Learn (learn.microsoft.com/api/mcp) for searching and fetching official documentation
GraphicArt capability for generating visual diagrams of site structures and folder hierarchies
discourage_model_knowledge behavior override to prioritize user data and official docs over general model knowledge

Changes

Teams Toolkit lifecycle config (teamsapp.yml) + environment and VS Code launch/settings
Teams app package: manifest (v1.24), declarative agent (v1.5), MCP plugin (v2.1), instructions
Sample documentation and metadata (README + assets/sample.json) with images

…ot dev camp.

KatT-AI · 2025-05-19T16:08:45Z

First merged complete v1 of SharePoint Pharma Data Manager, for copilot dev camp.A specialized Microsoft Copilot agent that combines Microsoft 365 data management with pharmaceutical regulatory compliance expertise. This agent helps users organize SharePoint content, manage permissions, generate analytics, and access regulatory guidance from FDA, EMA, WHO, and ICH sources. It provides real-time access to pharmaceutical documentation standards, GxP compliance requirements, and clinical trial data management best practices while leveraging Microsoft 365's powerful content management capabilities.

waldekmastykarz

Thank you for the submission @KatT-AI. I suggest we update the description of the agent. Since it only reads files from OneDrive and SharePoint, and does web search, I suppose that we remove the bits about:

permission management: no ability to read or change permissions
filtering by permissions: not possible, given all returned information is already security trimmed
analytics and reporting: this agent doesn't have access to the necessary information to do this
data governance: this agent doesn't have access to the necessary information to do this
Pharmaceutical Regulatory Compliance: unless you upload specific content to your site, this won't work

Please update the description of the agent so that it correctly reflects the agent's capabilities. I'll mark this PR as draft until you've changed it.

Changing the prompt

KatT-AI · 2025-05-20T09:55:41Z

Hi @waldekmastykarz ,
Thank you for your suggestions, I committed these changes:

• Removed references to permission management, permission-based filtering, analytics & reporting, and data governance to reflect the agent’s actual capabilities.
• Renamed “Pharmaceutical Regulatory Compliance” to “Pharmaceutical Manufacturing Intelligence” and changed the instruction and the agent tone to emphasize guidance based on publicly available regulatory resources.

Let me know if anything else needs tweaking.

waldekmastykarz · 2025-06-18T11:13:21Z

+- Search for information from trusted sources
+- Up-to-date guidance from official documentation
+
+### Pharmaceutical Manufacturing Intelligence


This seems out of scope if the agent is named "Data Manager". Let's remove it because it doesn't seem related to the agent's functionality, not even looking at the agent's conversation starters.

garrytrinder · 2026-02-23T10:44:44Z

@KatT-AI are you able to provide an update? When you have resolved the comments, please mark this PR as ready for review, thank you!

- Remove Pharmaceutical Manufacturing Intelligence section from README per reviewer request - Remove pharma/regulatory references (FDA, EMA, WHO, ICH) from instruction.txt - Restructure README to match latest pnp/copilot-pro-dev-samples template - Update tracking image to markdown format per declarative-agent-sample-review checklist - Update app manifest schema from v1.19 to v1.24 - Update declarative agent schema from v1.3 to v1.5 - Add assets/sample.json metadata file for gallery listing - Fix Help section issue label from da-qna-graphapi-plugin to da-sharepoint-data-manager - Clear tenant-specific IDs from env/.env.dev - Normalize URLs to remove mixed locale prefixes (en-us, en-gb) - Update contributor GitHub account to KatT-AI for consistency with PR author

- Add ai-plugin.json with Microsoft Learn MCP server (search and fetch) - Update declarativeAgent.json: add MCP action, GraphicArt capability, behavior_overrides with discourage_model_knowledge, disclaimer, updated conversation starters - Update instruction.txt: add MCP tool usage guidelines, fallback behavior, Sources section requirement, GraphicArt instructions - Update manifest.json: schema v1.24 - Update README.md: reflect MCP, GraphicArt, and grounded responses features - Update sample.json: set API-PLUGIN to Yes, update descriptions for MCP - Clear .env.dev tenant-specific IDs

KatT-AI · 2026-02-24T12:19:47Z

Hi @garrytrinder @waldekmastykarz,

All requested changes have been addressed:

Removed permission management, analytics, data governance, and pharmaceutical compliance references
Updated agent description to accurately reflect capabilities
Added MCP integration with Microsoft Learn (learn.microsoft.com/api/mcp) for documentation search and fetch
Added GraphicArt capability and discourage_model_knowledge behavior override
Updated all files to latest standards (manifest v1.24, declarative agent schema v1.5)
Cleared tenant-specific IDs from .env.dev

Ready for review. Thank you!

Copilot

Pull request overview

Adds a new Teams Toolkit sample (“da-sharepoint-data-manager”) for a declarative Microsoft 365 Copilot agent that helps users organize and find SharePoint/OneDrive content, including an MCP-based Microsoft Learn search plugin and supporting app package assets/config.

Changes:

Introduces Teams Toolkit lifecycle config (teamsapp.yml) plus environment and VS Code launch/settings for local provisioning and preview.
Adds the Teams app package + declarative agent definition (manifest, instructions, conversation starters, and MCP plugin).
Adds sample documentation and metadata (README + assets/sample.json) and associated images.

Reviewed changes

Copilot reviewed 12 out of 16 changed files in this pull request and generated 2 comments.

Show a summary per file

File	Description
samples/da-sharepoint-data-manager/teamsapp.yml	Teams Toolkit provision/publish lifecycle for the sample app package.
samples/da-sharepoint-data-manager/README.md	Sample documentation, setup steps, and feature overview.
samples/da-sharepoint-data-manager/env/.env.dev	Dev environment defaults for Teams Toolkit provisioning.
samples/da-sharepoint-data-manager/assets/sample.json	Sample catalog metadata entry for the repo/gallery.
samples/da-sharepoint-data-manager/assets/prompts.png	Sample image asset.
samples/da-sharepoint-data-manager/appPackage/outline.png	Teams app icon (outline).
samples/da-sharepoint-data-manager/appPackage/color.png	Teams app icon (color).
samples/da-sharepoint-data-manager/appPackage/manifest.json	Teams app manifest referencing the declarative agent.
samples/da-sharepoint-data-manager/appPackage/instruction.txt	Agent instruction prompt (tool usage + response guidelines).
samples/da-sharepoint-data-manager/appPackage/declarativeAgent.json	Declarative agent definition (capabilities, starters, plugin action).
samples/da-sharepoint-data-manager/appPackage/ai-plugin.json	MCP plugin definition for Microsoft Learn search/fetch.
samples/da-sharepoint-data-manager/.vscode/settings.json	VS Code debug/schema settings for Teams Toolkit workflow.
samples/da-sharepoint-data-manager/.vscode/launch.json	VS Code launch configs for “Preview in Copilot” (Edge/Chrome).
samples/da-sharepoint-data-manager/.vscode/extensions.json	Recommended VS Code extension for Teams Toolkit.
samples/da-sharepoint-data-manager/.gitignore	Ignores Teams Toolkit local env/user files and build output.

💡 Add Copilot custom instructions for smarter, more guided reviews. Learn how to get started.

@@ -0,0 +1,55 @@
+{
+    "$schema": "https://aka.ms/json-schemas/copilot-extensions/v2.1/plugin.schema.json",
+    "schema_version": "v2.4",


+## Summary
+
+A declarative agent for Microsoft 365 Copilot that helps users manage and organize their SharePoint sites and OneDrive content. The agent leverages OneDrive and SharePoint access, Microsoft Learn MCP integration for official documentation, and GraphicArt for visual diagrams to provide document search, organization guidance, and best practices for content management.
+


garrytrinder · 2026-04-13T10:46:10Z

@KatT-AI please review the latest comments, the PR has been marked as draft, mark it as ready to review when you have reviewed the comments.

Align schema_version with $schema URL (v2.4 → v2.1) and restore empty tenant-specific values in .env.dev.

First commit complete v1 of SharePoint Pharma Data Manager, for copil…

260bf6b

…ot dev camp.

waldekmastykarz requested changes May 20, 2025

View reviewed changes

waldekmastykarz marked this pull request as draft May 20, 2025 07:03

KatT-AI added 4 commits May 20, 2025 10:44

Update README.md

de9f5b9

Update declarativeAgent.json

2f747e1

Changing the prompt

Update instruction.txt

cda84ff

Update manifest.json

0f0af12

KatT-AI marked this pull request as ready for review May 20, 2025 09:57

waldekmastykarz requested changes Jun 18, 2025

View reviewed changes

garrytrinder marked this pull request as draft February 23, 2026 10:43

KatT-AI marked this pull request as ready for review February 24, 2026 11:13

garrytrinder requested a review from Copilot April 13, 2026 10:29

Copilot started reviewing on behalf of garrytrinder April 13, 2026 10:30 View session

Copilot AI reviewed Apr 13, 2026

View reviewed changes

garrytrinder marked this pull request as draft April 13, 2026 10:46

Fix schema_version mismatch in ai-plugin.json and clear tenant IDs

23ee6dc

Align schema_version with $schema URL (v2.4 → v2.1) and restore empty tenant-specific values in .env.dev.

KatT-AI changed the title ~~First commit complete v1 of SharePoint Pharma Data Manager~~ Add M365 Data Management agent with MCP and GraphicArt Apr 14, 2026

KatT-AI marked this pull request as ready for review April 14, 2026 08:24

KatT-AI force-pushed the Pharma-Knowladge-Management-bot branch from 5c9e531 to 23ee6dc Compare April 14, 2026 08:25

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Add M365 Data Management agent with MCP and GraphicArt#54

Add M365 Data Management agent with MCP and GraphicArt#54
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		## Summary

		A declarative agent for Microsoft 365 Copilot that helps users manage and organize their SharePoint sites and OneDrive content. The agent leverages OneDrive and SharePoint access, Microsoft Learn MCP integration for official documentation, and GraphicArt for visual diagrams to provide document search, organization guidance, and best practices for content management.

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KatT-AI commented May 19, 2025 •

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