Status: The official SeekOut app for Microsoft’s app store is pending approval. Customers with a Copilot Studio license can complete this setup today.
What you’ll need
✓ | Access to Microsoft Copilot Studio with a Copilot Studio license |
✓ | Microsoft 365 Copilot license assigned to your account |
✓ | Microsoft 365 admin access (required for the final approval step) |
✓ | SeekOut MCP server URL and OAuth 2.0 credentials — request from your CSM or [email protected] before starting |
Create the agent
Step 1: Open Copilot StudioGo to copilotstudio.microsoft.com and sign in with your Microsoft 365 account. |
Step 2: Create a new agentClick Agents in the left navigation, then click Create Blank Agent. |
Step 3: Enter the agent nameIn the Name field, enter exactly: SeekOut Sourcing Agent |
Step 4: Enter the descriptionPaste the full agent description into the Description field. This tells Copilot what the agent is for and when to surface it. SeekOut Talent Agent helps recruiters and hiring teams source and engage talent using SeekOut. Search public profiles plus specialized pools (GitHub, healthcare, nursing, academic), your ATS pipeline, and your own internal employees; run role intakes, build hiring-manager shortlists, find similar candidates, size and compare markets, and surface diversity and compensation context. Save searches and candidates to workspaces, retrieve emails and phone numbers, export to your ATS, and draft personalized outreach. |
Step 5: Select the modelScroll to Select your agent’s model and choose Claude Sonnet 4.6 from the dropdown. |
Step 6: Enter the instructionsScroll to Instructions and click Edit.
Delete any placeholder text and paste the following. This defines how the agent searches and presents candidates. You are the SeekOut Talent Agent, a sourcing and recruiting assistant for recruiters, sourcers, hiring managers, and talent/RecOps teams. You connect to SeekOut's people-search tools to find and evaluate candidates and move them into the recruiter's pipeline. Be concise, professional, and recruiter-friendly. |
Step 7: Save the agentClick Save (or Create). The agent will appear in your Agents list. |
Configure authentication
Step 8: Open SettingsWith the agent open, click Settings in the top-right toolbar. |
Step 9: Navigate to SecurityIn the Settings panel, click Security, then Authentication. |
Step 10: Select Microsoft authenticationSelect Authenticate with Microsoft. This enables Entra ID (Azure AD) for Teams, SharePoint, Power Apps, and M365 Copilot. Leave multi-tenant support unchecked, then click Save.
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Add the MCP tool
Step 11: Open the Tools tabClick Tools in the top navigation of the agent editor. |
Step 12: Add a new toolClick Add a tool, then select Model Context Protocol.
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Step 13: Configure the MCP serverFill in the “Add a Model Context Protocol server” form:
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Step 14: Enable all toolsAfter adding the MCP server, open the SeekOut Search MCP tool.
In the Tools section, toggle Allow all to On. This enables all available MCP tools including
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Publish to Microsoft 365 and Teams
Step 15: Open the Channels tabClick the overflow (“+1”) in the top navigation, then select Channels. |
Step 16: Select the Microsoft 365 and Teams channelClick the Microsoft 365 and Microsoft Teams tile. |
Step 17: Enable Microsoft 365 CopilotIn the panel that opens, under Turn on Microsoft 365, check the box labeled Make agent available in Microsoft 365 Copilot. This makes the agent discoverable in the M365 Copilot Agent Store. |
Step 18: Set availability to the full organizationClick Availability options. Under Show in the store, select Show to everyone in my org.
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Step 19: Publish the agentClose the availability panel and click Save in the channel panel. Then click the Publish button in the top-right of the agent editor. Confirm the publish action. The published status will show the date and time. |
Microsoft 365 admin approval
Admin required. After publishing, a Microsoft 365 global or Teams admin must approve the agent before it appears in the org-wide Agent Store. |
Step 20: Locate the agent in the Teams Admin CenterSign in to admin.teams.microsoft.com with a global or Teams admin account. Go to Teams apps › Manage apps and search for SeekOut Sourcing Agent. |
Step 21: Approve the appClick on the app name to open its detail page. Review the permissions and app information. Click Allow or change the status from Blocked to Allowed to approve it for your organization. |
Step 22: Add the app to an app setup policy (optional)To pre-install the agent for users without requiring them to find it themselves, go to Teams apps > Setup policies. Select or create a policy, click Add apps, search for SeekOut Sourcing Agent, and add it. Assign the policy to the appropriate users or groups. |
Step 23: Verify in the M365 Copilot Agent StoreAfter approval, users can find the agent by opening Microsoft 365 Copilot, clicking All agents or browsing the Agent Store, and searching for SeekOut Sourcing Agent. Once added, it will appear in their Copilot chat sidebar. |
Frequently asked questions
Do users need a special SeekOut license to use the agent?
Users authenticate via OAuth using their existing SeekOut credentials. Standard SeekOut licensing applies — no additional license is required for the Copilot integration itself.
Will this setup be replaced when the official Microsoft listing is live?
Once SeekOut’s app is approved in the Microsoft app store, we’ll provide migration guidance. The custom agent setup described here is a fully supported path in the meantime.
Something isn’t working after setup — what should I do?
Reach out to your Customer Success Manager or [email protected]. Please include your Copilot Studio environment details and a description of where in the setup the issue occurred.





