Microsoft Teams · Bot Framework + Microsoft Graph
Fidelic agents in Microsoft Teams
Fidelic agents work where your team already does. They post in Teams channels, book interviews on Outlook calendars, search SharePoint, and file action items in Planner.
The connection
What's wired
Fidelic agents connect to Microsoft Teams through two Microsoft surfaces working together. The Teams Bot Framework gives the agent a presence in your channels and chats — it appears as a member, gets @-mentioned, posts threaded replies. Microsoft Graph gives the agent OAuth-scoped read and write access to the rest of your Microsoft 365 — Outlook mail and calendar, SharePoint sites, OneDrive folders, Planner buckets, Microsoft To Do lists. The agent uses both.
The connection lives inside your sandboxed Anthropic project — one project key per Fidelic customer. Microsoft Entra sees an app registration for your tenant; Fidelic infrastructure is not in the path between the agent and your Microsoft data. Your Teams admin authorizes the scopes once, and they remain revocable from the Teams admin center.
Two distribution paths are available. The Fidelic app is publishable through your tenant's app catalog (admin-approved) or sideloaded via the Teams admin center for a single team while you evaluate. Both paths produce the same agent capability — the difference is who can install it. Most operators sideload first, then promote to the catalog after the trial.
Set it up
How to connect
Before you start
- Microsoft Teams admin role for app installation (Teams Service Administrator or Global Administrator)
- Microsoft 365 license that includes Teams and Microsoft Graph (E3, E5, Business Standard, or higher)
- Anthropic enterprise account or Fidelic-managed Anthropic project — provisioned during onboarding
- List of Microsoft surfaces the agent should reach (Outlook mail, Calendar, SharePoint sites, OneDrive folders, Planner buckets) — used to scope OAuth grants
The steps
1. Install the Fidelic app in Teams
From the Teams admin center, go to Teams apps → Manage apps. Search for Fidelic, or upload the manifest if your tenant requires sideloading. Click Install. Choose whether to publish to the org-wide catalog or limit to specific teams. The app appears in the Teams chat list once installed.
2. Authorize the Microsoft Graph scopes
Open the Fidelic app and click Connect Microsoft 365. You'll see the Microsoft consent screen with the scopes listed in the Permissions block above. A Global Administrator or Cloud Application Administrator must grant tenant-wide consent — individual users cannot self-grant for the agent. Once granted, the app shows Connected.
3. Add the agent to the channels and inboxes you want it in
@-mention the agent in any Teams channel to add it. Share the SharePoint sites, OneDrive folders, and Planner buckets the agent should reach — same flow you'd use to add a colleague. The agent picks up the share within minutes.
4. Configure the agent's constitution
From the Fidelic console, attach the use cases the team needs — recruiter, meeting notes, support escalation, contract review. Each use case has a written constitution and a published list of capabilities and safeguards. Edit the constitution to reflect your team's playbook before going live.
The roster
Agents that connect to Microsoft Teams
NYRA-01
AI Recruiter Coordinator
Candidate scheduling, screening, follow-up
PRAX-01
AI Contract Review
Contract redlining against your firm's playbook
AERA-01
AI Agent-Assist Copilot
Real-time assist for human support agents
OMNA-01
AI Operations Orchestrator
Multi-agent ops coordinator for teams running 3+ agents
OREN-01
AI Research Analyst
Weekly market memo
TANE-01
AI Sales Engagement Coordinator
Cadence, sequence ops, hand-off discipline
DRYN-01
AI Data Analyst
Recurring analyses, dashboard maintenance, anomaly watch
VELA-01
AI Compliance Analyst
Compliance memos ready for your GC
In practice
What they do with it
NYRA-01 sources candidates, drafts reach-outs, books interviews on the panel's Outlook calendars
Filled interview slots with Teams join links; the manager confirms or reschedules in one click
OMNA-01 summarizes the discussion, extracts action items, files them as Planner tasks
Action-item list posted in the channel; tasks assigned and dated in the team's Planner board
TANE-01 reads the latest activity, drafts the follow-up email and a one-paragraph update
Posts the deal brief in the revops channel; the AE accepts the draft or edits in place
AERA-01 pulls customer history, drafts a reply, escalates the thread to the support channel
Support engineer opens Teams to a thread with the draft, the customer history, and the recommended next step
PRAX-01 reviews against your written playbook, drafts a redline, marks the deviations
Posts a summary in the legal channel with a link to the marked-up file in SharePoint
OREN-01 drafts a one-page brief — what changed, what it implies, what to watch next
Posts in the strategy channel with the original source linked
DRYN-01 searches the SharePoint and OneDrive content the agent is allowed to read
Posts a sourced answer with the page link; logs unanswered questions for the team to triage
The edges
Connection limits
The agent can only see what your Microsoft admin has shared. The OAuth scopes are scoped per-resource — adding a SharePoint site, a Planner bucket, or a shared mailbox is a permissions change in the Microsoft 365 admin center, not a contract change.
The Fidelic agents in Teams currently do not:
- Run inside Microsoft GCC High or DoD tenants. We support commercial and GCC; GCC High is out of scope today.
- Replace Microsoft Copilot inside Word, Excel, or PowerPoint. Copilot is good at the in-document task you start from inside the file. Fidelic agents work the stream — channels, calendars, mailboxes, files — and write the result back where the team reads.
- Send Teams messages on behalf of a specific human user. The agent posts as itself; impersonation is out.
- Modify your tenant's conditional-access or app-deployment policies. Those stay under your Teams admin's control.
The path
Where the data goes
The Microsoft connection runs inside your sandboxed Anthropic project. The OAuth credentials are stored on Anthropic's infrastructure under your project key, never on Fidelic systems.
When the agent reads a Teams message, an Outlook email, or a SharePoint file, the content passes from Microsoft through your Anthropic project to the model, and the model's output goes back to Teams or to the file — never to a Fidelic-operated database. Fidelic operates the agent template; we don't run an intermediate store that holds your Microsoft data.
In this guide
More about this connection
Setup walkthroughs for each Microsoft surface the agents wire into. Two comparison pages against the alternatives buyers ask about most. Ten use-case pages, each with the trigger flow the recommended agent follows.
Use cases
AI competitor + news monitor in Microsoft Teams
OREN-01 watches public sources — SEC filings, press releases, exec moves, product launches — and posts a one-page brief in your strategy Teams channel when something matters.
AI contract review in Teams + SharePoint
PRAX-01 reads new contracts in your SharePoint legal-review folder, marks deviations against your written playbook, and posts a redline summary in the legal Teams channel.
AI customer-support escalation in Microsoft Teams
AERA-01 watches the support queue, drafts replies before the rep opens the ticket, and escalates urgent threads into the right Teams channel with full context.
AI inbox triage and drafts for Outlook + Teams
OMNA-01 watches your shared Outlook mailboxes, classifies what comes in, drafts replies, and escalates the urgent ones into the right Teams channel before the team opens email.
AI invoice processing in Microsoft Teams
OMNA-01 watches the AP inbox, extracts invoice data, validates against the PO, and posts the approval thread in the finance Teams channel.
A knowledge agent for Teams + SharePoint
DRYN-01 reads your SharePoint pages and OneDrive folders and answers questions in Teams with cited sources — grounded in the docs your team actually wrote.
AI meeting notes that file action items in Teams
OMNA-01 listens for the Teams meeting to end, writes the recap, extracts action items, files them as Planner tasks, and pings the owners — the chain that Otter and Fireflies stop short of.
Meeting prep briefs in Microsoft Teams
OMNA-01 reads tomorrow's calendar, gathers context from email, CRM, and SharePoint, and posts a one-page prep brief in Teams the night before — ready when the meeting starts.
An AI recruiter that books interviews on your team's calendars
NYRA-01 lives in your Teams, sources candidates, drafts the reach-outs, and books the interview slots on your hiring panel's Outlook calendars without the back-and-forth.
A sales pipeline watcher in Teams + Dynamics 365
TANE-01 reads your CRM, drafts the deal brief when the stage advances, and pings the AE in Teams with the recommended next action — before the deal goes cold.
Setup guides
Wire Dynamics 365 to your Fidelic agent in Teams
How the agent reads Dynamics 365 records and posts deal briefs, support escalations, and pipeline updates back into Teams.
Wire Outlook Calendar to your Fidelic agent in Teams
How the agent reads team calendars and proposes events users accept or decline. Used by recruiter, meeting prep, and scheduling agents.
Wire Outlook mail to your Fidelic agent in Teams
How the agent reads shared Outlook mailboxes, drafts replies, and escalates urgent threads into Teams. Five-minute walkthrough for the workspace admin.
Wire Planner and Microsoft To Do to your Fidelic agent
How the agent files action items into Planner buckets and personal To Do lists after meetings, threads, and customer escalations.
Wire SharePoint and OneDrive to your Fidelic agent
How the agent reads SharePoint sites and OneDrive folders for knowledge search, contract review, and grounding answers in your team's documents.
Wire Teams channels and chats to your Fidelic agent
How the agent listens for @-mentions, posts threaded replies, and uses adaptive cards. Base wiring every other use case depends on.
Comparisons
ChatGPT in Microsoft Teams: how Fidelic agents fit
Most operators searching for ChatGPT in Teams are looking for either OpenAI's ChatGPT Team plan or a way to put a chatbot inside their channel. Here is what each one is, and what an agent actually does.
Fidelic agents vs Microsoft Copilot in Teams
Microsoft Copilot is a great in-document assistant. Fidelic is a fleet of agent that work the stream — channels, calendars, mailboxes, files — and post the result back where the team reads.
Where to next
- → See the Roster — agents you can hire that use this connection
- → See all integrations
- → Microsoft Teams API docs