Chapter 2

Part 2: Add pre-built tools

Special workshop - Add Work IQ MCP (Mail, Teams, Copilot) pre-built tools

Published 2026-04-16

Part 2: Add pre-built tools (Work IQ MCP)

Previous step: Part 1: Write Instructions Next step: Part 3: Add custom tools

In this part, you will add three Microsoft-provided Work IQ MCP tools to the agent. These tools let the agent access the user’s Microsoft 365 environment (email, Teams, and Copilot search).


1. Enable Work IQ

On the agent overview screen, enable Work IQ under Tools.

When you enable this feature:

  • The agent can also explore information that is not in references through M365 Copilot enterprise search (fallback)
  • Work IQ-based MCP tools can be added directly from the catalog


2. Add Work IQ Mail MCP

2-1. Start adding the tool

  1. In the top Tools section, select + Add a tool → the MCP tab.
  2. Scroll and select WorkIQ Mail MCP.

2-2. Configure the connection

A new connection is required the first time:

  1. Click Connect.
  2. Authenticate with the currently signed-in Microsoft 365 account.
  3. Select Add and configure.

2-3. Check the tool list

When the connection succeeds, the tools below are enabled:

Tool name Description Purpose in this agent
SearchMessagesQueryParameters Search emails based on a search query Search reporting and trend emails
CreateDraft Create an email draft Write management decision-opinion emails
UpdateDraft Update a draft Revise drafts
AddDraftAttachments Add attachments to a draft Attach reports
SendEmailWithAttachments Send with attachments Final sending

Tip: Keep all tools enabled. The Instructions already define which tools to use, so the agent autonomously selects the appropriate tool.


3. Add Work IQ Teams MCP

3-1. Add the tool

  1. Select + Add a tool → the MCP tab → WorkIQ Teams MCP.
  2. Configure the connection the same way as before.

3-2. Key tools

Tool name Description Purpose in this agent
SendMessageToSelf Send a message to yourself Send adaptive card notifications (last step in every scenario)
SearchMessages Search Teams messages Understand cross-team communication
GetChannelMessages Get channel messages Collect discussion content from a specific channel

Key point: SendMessageToSelf is used as the last step in all complex scenarios (A-E) for this agent. It lets the CEO immediately review the analysis results in Teams as an adaptive card.


4. Add Work IQ Copilot MCP

4-1. Add the tool

  1. Select + Add a tool → the MCP tab → WorkIQ Copilot MCP.
  2. Configure the connection.

4-2. Role

Tool name Description Purpose in this agent
CopilotSearch Search across all of M365 Fallback: when the answer cannot be found in SharePoint + Teams/Mail

Caution: In the Instructions, this tool is defined as second priority. It is called only when an appropriate answer cannot be found from the first priority sources (SharePoint + Teams/Mail).


5. Connect Knowledge sources

Add the SharePoint site’s document libraries as Knowledge sources.

5-1. Add a Knowledge source

Go to agent settings → the Knowledge section → + Add knowledge → select SharePoint.

5-2. SharePoint sites to add

Knowledge source name SharePoint path Included documents
General General Shared Documents Internal policies, general materials
Marketing Marketing Shared Documents Marketing strategy, campaign materials
Sales Sales Shared Documents Sales reports, sales strategy
Market Research Market Research Shared Documents Market research, competitor analysis
Project Collaboration Project Collaboration Shared Documents Project plans, CAPEX documents

Enter the URL for each site and click Add.


✅ Part 2 completion checklist

  • Has Work IQ been enabled?
  • Has Work IQ Mail MCP been connected, and are all tools enabled?
  • Has Work IQ Teams MCP been connected, and is the SendMessageToSelf tool enabled?
  • Has Work IQ Copilot MCP been connected?
  • Have all five SharePoint Knowledge sources been added?

In the next step, you will add custom MCP tools. ➡️ Part 3: Add custom tools