We've updated Meisterplan - check out what's new!

• Copilot Agent for Meisterplan in Microsoft Teams
  • Prerequisites

Copilot Agent for Meisterplan in Microsoft TeamsProPremium

The Meisterplan app for Microsoft Teams now gives you access to a Copilot agent that accesses your portfolio data through the Meisterplan MCP server. This lets you access your portfolio data where you need it. Ask questions about your Meisterplan data in natural language and get the answers directly in Teams, without having to switch to other applications or manually search for information.

If you haven't used the Meisterplan app in Teams before, click Apps the left sidebar in Microsoft Teams and select Meisterplan if your system is hosted in the USA, or Meisterplan EU if your system is hosted in Europe. Select Open with Copilot and log in with your Meisterplan account.

If you are already using the Teams app for Meisterplan notifications, go to Apps > Manage your apps in Microsoft Teams, find the Meisterplan app, update it, and click View details. Then select Open with Copilot. 

When you open Copilot in your browser or in Microsoft Teams, you can search the Meisterplan Agent under More Agents in the left sidebar and pin for quick access.

Learn more in the article Accessing Meisterplan in Microsoft Copilot.

If you prefer to create a Copilot agent yourself and manually connect the Meisterplan MCP server, you can find a step-by-step guide here.

Prerequisites

Depending on how Microsoft Teams is managed in your organization, your Teams admin may first need to approve an updated version of the Meisterplan app and allow Teams users access to the Copilot agent, which is now available as part of the app.

Required User Rights

Your user group needs to have the Access to MCP Server right under Manage > User Groups > Views & Areas > AI Features to access this feature.

Have feedback on this feature? Leave a comment in the Product Roadmap.