Microsoft 365 Copilot admin setup for FXMacroData
Tenant admins can build a Microsoft 365 Copilot declarative agent that answers FX and macro questions with FXMacroData release calendars, indicators, FX rates, COT positioning, commodities, and market-session tools.
Tenant-scoped briefings
Expose read-only macro tools inside a tenant-controlled Copilot agent for pair briefings, release calendars, central-bank context, and current FX session timing.
Use read-only tools
Map the agent to read-only MCP tools so Copilot can retrieve data without changing user or FXMacroData resources.
Use across Microsoft workflows
Reuse the same FXMacroData endpoint patterns for Copilot Studio, Teams, Outlook briefing, and Excel research workflows.
Declarative agent plus MCP action
Create a declarative agent that calls the FXMacroData MCP endpoint for read-only market and macro workflows. Microsoft 365 Agents Toolkit can package the agent for tenant testing and internal review.
Core package pieces
- Declarative agent metadata
- MCP action definition
- Allowed read-only tool map
- Evaluation prompts and access guidance
Production endpoints
MCP: https://mcp.fxmacrodata.com API: https://api.fxmacrodata.com OpenAPI: https://api.fxmacrodata.com/openapi.json
Supported agent questions
Market briefings
Brief me on EUR/USD macro risks this week. Compare Fed and ECB policy pressure. Prepare a concise USD briefing for my morning meeting.
Data lookups
What are the next USD releases? Show latest COT positioning for JPY. Summarize gold price history for the last 6 months.
Tool map
| Intent | MCP tools | Typical prompt |
|---|---|---|
| Discover indicators | data_catalogue | What indicators are available for AUD? |
| Macro series | indicator_query | Show USD inflation since 2023. |
| Release risk | release_calendar | What EUR releases are due this week? |
| FX rates | forex, forex_visual_artifact | Get EUR/USD for the last 3 months. |
| Sessions | market_sessions | Which FX sessions are open now? |
| Positioning | cot_data, cot_visual_artifact | Show JPY COT positioning. |
| Commodities | commodities, commodities_visual_artifact | Summarize gold price history. |
Setup path
Create a declarative agent project
Use Microsoft 365 Agents Toolkit and create a new declarative agent project in your tenant.
Add the FXMacroData MCP action
Point the agent action runtime at https://mcp.fxmacrodata.com and keep the tool set read-only for market briefing workflows.
Configure authentication
Use Microsoft tooling to store the FXMacroData API key in a plugin vault. Public tools can be tested without a key, but protected families need one.
Run the test prompts
Validate public flows, protected access, multi-tool briefings, unavailable indicators, and investment-advice guardrails.
Related Microsoft workflows
Use the same production MCP and API endpoints in Power BI reports, Excel workbooks, Outlook briefing workflows, and Copilot Studio agents that need official-source macro data.