Microsoft Copilot Can Now Work With Your NewLedger Books

Finance teams already spend much of their day in Microsoft 365. The numbers may live in the accounting system, but the questions arrive in Teams, the analysis happens in Excel, and the commentary takes shape in Word or PowerPoint.

NewLedger brings those worlds closer together. Connect a Microsoft Copilot Studio agent to NewLedger through the Model Context Protocol (MCP) and it can work with current accounting context, retrieve reports, and prepare structured drafts.

NewLedger remains the system of record. Permissions, human review, posting, and the audit trail stay where they belong.

Accounting context in your Microsoft workflow

A Copilot agent can call NewLedger tools when a finance question needs an answer from the books. Instead of exporting data first, you can begin with the question and let the agent retrieve the relevant records or report.

The result is a more useful finance assistant: one that can move from conversation to evidence, then prepare the next step without bypassing your accounting controls.

What Microsoft Copilot can do with NewLedger

Copilot handles the conversation and reasoning. NewLedger supplies the governed accounting context.

One agent, company-scoped connections

Every NewLedger company has its own MCP endpoint, consent, and permissions. A Copilot Studio agent can be configured with the company connections your organisation approves, while NewLedger keeps each tenant boundary intact.

For an accounting firm, that can mean authorised access to several client companies. For a group finance team, it can mean separate operating entities. Each connection remains independently authorised and can be revoked without affecting the others.

Controlled writes, ready for review

NewLedger confidently exposes useful write tools because their boundaries are clear:

These tools do not give an agent unrestricted posting authority. Every write is scoped, draft-only, and reviewable. NewLedger records the activity, and an authorised person decides what reaches the ledger.

Connect NewLedger to Microsoft Copilot

1. In NewLedger, open Settings → App Connect → MCP Server
2. Copy the MCP server URL for the current company
3. In Microsoft Copilot Studio, open your agent and go to Tools → Add a tool
4. Follow Microsoft's guide to connecting an existing MCP server and use the recommended MCP onboarding wizard
5. Enter the NewLedger server details and choose OAuth 2.0 → Dynamic discovery
6. Select the tools the agent may use, test the connection, and publish it to the Microsoft 365 channels approved by your organisation

Microsoft 365 availability, licensing, and admin approval depend on your organisation's setup. Microsoft also documents how to manage the MCP tools exposed to an agent.

The simplest OAuth setup: Dynamic discovery

NewLedger supports OAuth 2.0 Dynamic Client Registration (DCR) with discovery. Choose Dynamic discovery in the Copilot Studio onboarding wizard and Copilot Studio can discover the required OAuth endpoints and register the client automatically.

This is the better default: there is no client ID or secret to copy and no Power Apps custom connector to build or maintain by hand. Microsoft's manual and custom connector routes remain available for organisations with advanced requirements.

To add another company, repeat the process with that company's endpoint and authorisation. The first connection stays separate.

For the provider-neutral architecture and full tool surface, read MCP for Accounting: Your AI Assistant Can Now Work With Your Books. If you are building a server-side process instead of an interactive Copilot agent, see API credentials vs OAuth 2.0 in NewLedger.

Let Copilot prepare. Let your team decide.

Microsoft Copilot can bring financial questions into a workspace your team already knows. NewLedger keeps the source data, permissions, review, and final decision in one controlled accounting system.

The agent can do the groundwork. Your team keeps authority over the books.

Already on NewLedger? Copy your company endpoint from Settings → App Connect → MCP Server. New to NewLedger? Start a 14-day free trial or talk to us about your Microsoft Copilot workflow.