Atlas for Microsoft Copilot — Your CRM inside Teams and Copilot Studio

A governed Atlas surface for Microsoft Copilot Studio and Teams mobile. Your reps query Atlas — CRM, Forge, Outlook, agents — without leaving the Microsoft 365 client they already live in.

What's new

• Curated MCP tool surface designed for Copilot Studio and Teams clients.
• Per-organization API keys for safe Teams mobile distribution.
• CRM tools — search contacts, view deals, log activities.
• Forge tools — view tasks, update task status.
• Outlook tools — send mail, schedule meetings, threaded onto CRM records.
• Agent tools — invoke NyLi or a registered Atlas Agent.
• Approval queue integration — write actions surface in Copilot with approval cards.
• Mobile-optimized tool descriptions and rate limits.

Why we built it

Your reps live in Outlook and Teams. They are not going to live in your CRM. Atlas's answer is to stop trying — the CRM comes to where the team is.

Availability

Atlas for Microsoft Copilot is included on Business and Enterprise tiers.

Read more

• Copilot product page →
• Installing Atlas in Copilot Studio →