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Add Copilot Studio agent template for FinOps hubs#2075

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RolandKrummenacher wants to merge 19 commits intodevfrom
feature/copilot-studio-agent
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Add Copilot Studio agent template for FinOps hubs#2075
RolandKrummenacher wants to merge 19 commits intodevfrom
feature/copilot-studio-agent

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@RolandKrummenacher RolandKrummenacher commented Mar 29, 2026

Summary

  • Add finops-hub-copilot-studio template with agent instructions, schema reference, query catalog, and weekly report guide
  • Designed for Microsoft Copilot Studio with the Kusto Query MCP Server and Microsoft Learn Docs MCP tools
  • Instructions fit within the 8000-char Copilot Studio limit, with knowledge files for detailed schema and query patterns

Files

  • instructions.md — Agent instructions (7992 chars) with scope selection, currency detection, cost analysis guidance, KQL pitfalls
  • knowledge/schema-reference.md — All 155 Costs_v1_2() columns with types, usage notes, edge cases
  • knowledge/query-catalog.md — 12 curated KQL query templates
  • knowledge/weekly-report-guide.md — 7-step weekly anomaly report workflow
  • knowledge-descriptions.md — Descriptions for Copilot Studio Knowledge file upload
  • .build.config — Build system configuration

Test plan

  • Verify instructions paste into Copilot Studio within 8000-char limit
  • Test agent with Kusto Query MCP Server connected to a FinOps hub
  • Validate scope selection flow (billing account, subscription, resource group, tag, all)
  • Verify schema reference framing prevents the agent from answering directly from knowledge files

🤖 Generated with Claude Code

Roland Krummenacher and others added 5 commits March 29, 2026 11:35
Provide instructions, schema reference, query catalog, and weekly report
guide for creating a FinOps Hub Agent in Microsoft Copilot Studio using
the Kusto Query MCP Server tool.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add dedicated configure-ai-copilot-studio.md article with step-by-step
setup instructions for creating a FinOps Hub Agent in Copilot Studio.
Update TOC and configure-ai.md to link to the new article.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Roland Krummenacher and others added 9 commits March 30, 2026 09:25
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Pricing/licensing details belong near the end of how-to articles, not
before the setup steps. Also condensed the section to match MS Learn
style with links to canonical pricing docs.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Separate M365 Copilot (included) from standalone license (25K messages)
to avoid confusion about whether the agent has a cost.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Move consumption details into the standalone path so the section reads
as a clear choice rather than mixing general info with exceptions.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Update agent creation steps to match actual Copilot Studio UI
- Add connection verification step via Settings > Connection Settings
- Fix knowledge upload flow (drag-and-drop, wait for Ready status)
- Move model selection into agent creation steps
- Fix Q6 marketplace query: remove overly restrictive Usage filter,
  add week-over-week change calculation, include ChargeCategory in grouping

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The agent instructions use Costs_v1_2() which was introduced in v12.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
@RolandKrummenacher RolandKrummenacher marked this pull request as ready for review March 30, 2026 10:11
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🤖 [AI][Claude] PR Review

Summary: Solid contribution adding a Copilot Studio agent template with well-structured instructions, comprehensive schema reference, and practical query catalog. A couple of minor formatting/ordering issues in the docs.

⚠️ Should fix (2)

  1. Changelog "Added" section ordering — sits between "Changed" and "Fixed" rather than following the established pattern
  2. Missing <br> separator in configure-ai.md before "Connect from other AI platforms" section

💡 Suggestions (4)

  1. "real time" should be "real-time" (compound adjective) in the agent description
  2. Missing README in the new template directory (though sibling template also lacks one)
  3. Pricing section contains specific credit counts that may trigger MS Learn review flags — @MSBrett to be aware
  4. Currency symbol mapping could distinguish CAD (CA$) from USD ($)

RolandKrummenacher and others added 3 commits March 31, 2026 08:06
Co-authored-by: Michael Flanakin <flanakin@users.noreply.github.com>
Co-authored-by: Michael Flanakin <flanakin@users.noreply.github.com>
Roland Krummenacher and others added 2 commits March 31, 2026 08:08
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Defer to canonical Copilot Studio pricing docs to avoid stale numbers.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
@flanakin flanakin added this to the v14 milestone Mar 31, 2026
@flanakin flanakin added the Needs: Review 👀 PR that is ready to be reviewed label Mar 31, 2026
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3 participants