Connect In Parallel to Microsoft 365 Copilot so you can ask Copilot about your meetings, goals, decisions, and Workspaces — and act on them — in plain language, without leaving the Copilot chat.

🧪 Early access. The Microsoft 365 Copilot integration is an early-access feature and is still being rolled out. Steps and screens may change. If you'd like it enabled for your organization, contact your In Parallel customer success manager.

In Parallel exposes its data and actions through the Model Context Protocol (MCP), the open standard AI clients use to talk to external tools. In Copilot, In Parallel appears as an agent you can call from any chat: ask a question, and Copilot uses In Parallel's tools to look up your meeting records, list goals, decisions, and risks, run an execution-health check, and more — all within the access you grant.

You connect In Parallel the first time you ask Copilot to use it. There's no separate setup screen — Copilot prompts you to sign in the moment a request needs In Parallel data.

In the Copilot chat, ask about your execution work and mention In Parallel — for example, "Can you tell me the latest situation in the Growth Projects Workspace? Use the In Parallel MCP to find the information."

The first time, the In Parallel agent replies "Please sign in to In Parallel to proceed." Click Sign in to In Parallel.

In Parallel opens its welcome screen. Choose Continue with Microsoft and complete the standard Microsoft sign-in with the account you use for Copilot.

The In Parallel consent screen appears: "Microsoft Copilot wants to access your In Parallel." It shows what Copilot will be able to do — access your In Parallel account and data and act on your behalf via the Model Context Protocol — and asks you to select which Workspaces to grant access to:

Review the selection, then click Allow access. Authorizing redirects you back to Copilot, and it continues answering your original question.

Note: You control access by Workspace. Copilot only ever sees the Workspaces you grant here — you can share everything, or a single Workspace, and change it later.

Once connected, ask Copilot naturally — you don't need to remember tool names. Mentioning "In Parallel" (or "use the In Parallel MCP") tells Copilot to pull from your execution data rather than answer from general knowledge.

Copilot shows its reasoning, then a written answer grounded in your In Parallel records, with inline citation chips pointing at the meetings, goals, and drift reports it drew from.

Select any citation chip to open its source card. For a meeting record, the card shows the organizer, platform, start and end times, and a summary — and an Open in In Parallel button that takes you straight to the record in the web app.

Every answer also lists its Sources and offers suggested follow-up prompts — like "Create a 5-day execution checklist" or "List overdue action items" — so you can keep going in one place.

Once connected, Copilot can read from In Parallel and act on it:

Each In Parallel tool has a clear, human-readable title so Copilot picks the right one. For the full set — and which tools read versus write — see the In Parallel MCP tools reference.

You stay in control of what it can do: write and delete actions require your confirmation, and every action Copilot takes comes back with a confirmation and a link to the record it changed.

The In Parallel agent keeps asking me to sign in. Complete the Microsoft sign-in and the Allow access step in the same session. If it loops, close the sign-in window, ask your question again, and sign in when prompted.

Copilot says it can't find my data. Check that you granted access to the Workspace you're asking about (step 3). If you chose specific Workspaces, the one you're asking about may not be shared — reconnect and select it, or choose Full access.

I don't see In Parallel in Copilot. The In Parallel agent must be added to Microsoft 365 Copilot from the Marketplace. In many organizations an administrator installs or approves it — ask your IT admin, or your In Parallel customer success manager.