Microsoft 365 Copilot
GoRoute E-Invoicing for Microsoft 365 Copilot is a declarative agent whose tools come from GoRoute's MCP server (https://mcp.goroute.ai/mcp, the same server behind Claude and other AI apps). Copilot can look up Peppol participants, search your saved customers and suppliers, validate and draft invoices, send a draft when you confirm, and report the status of sent and received documents, all against your own GoRoute account and within your role.
Status: submitted to the Microsoft Agent Store with Microsoft's Publisher Attestation. This page is updated the day the listing goes live. Publisher: GoRoute.
Install
- Administrator: in the Microsoft 365 admin center, allow the GoRoute E-Invoicing agent for the users or groups who invoice.
- Each user: open the agent from the Agent Store in Copilot or Teams and ask it something. The first request that needs GoRoute opens GoRoute's sign-in page; sign in and approve the connection. From then on the agent acts as you.
- Disconnect: GoRoute dashboard → Settings → Connected apps. Disconnecting ends the agent's access at once.
Copilot never receives your GoRoute password and GoRoute never receives your Microsoft password. The connection is an OAuth grant that you can revoke.
What it can do
| Ask | Tool | Changes anything? |
|---|---|---|
Is 0208:0123456789 on Peppol? | lookup_participant | No |
| Find my saved customer Acme | search_saved_parties | No |
| Which Peppol IDs does my organisation hold? | list_participants, get_my_organization | No |
| What did we send this month? How many failed? | list_transactions, get_transaction_stats | No |
| What is the status of INV-2026-0042? | get_transaction | No |
| Show purchase invoices received this week | list_received_documents, get_received_document | No |
| Validate this invoice | validate_invoice | No |
| Draft an invoice to Acme for … | create_draft_invoice | Yes, asks first |
| Send that draft | send_draft | Yes, asks first, cannot be undone |
The twelve tools are a subset of the 34 tools the MCP server offers. Raw XML sends, the general API tools, participant registration and draft deletion are not exposed to Copilot in version 1; use the dashboard or another MCP client for those.
How it behaves
- Every answer is grounded in what a tool returned. It does not invent identifiers, numbers, amounts, statuses or dates; if a tool returns nothing, it says so.
- To draft an invoice it first reads your organisation (the seller), finds the buyer, asks for anything required that is still missing, runs validation and fixes what the validator reports, and only then creates the draft.
- Sending needs your explicit confirmation of the specific draft in the conversation. It never resends on its own and never changes a VAT category or rate on its own; if the tax treatment is unclear, it asks.
- It reports GoRoute's status words as they are (for example
delivered,failed,pending) with the reason the tool gives.
Data
The content of the tools you use (identifiers, invoice data, statuses) is sent to GoRoute over TLS and processed under GoRoute's ISO 27001-certified management system; see the trust page. Tool results also reach Microsoft's Copilot service so that it can answer you, as with any Copilot agent.
Known issues and limitations
- Invoice PDFs are returned as links to GoRoute, not as files inside Copilot.
- A result larger than 100,000 characters is cut short and marked
truncated; narrow the date range or filter. - Validation is against the buyer's country rules (Peppol BIS 3.0, PINT OM and A-NZ, EHF, ZUGFeRD/XRechnung). A document that validates is well-formed; whether the buyer accepts it is reported through the transaction status.
- Tax-authority reporting (for example Oman) happens inside GoRoute after sending; the agent reports its status but does not control it.
Support
admin@goroute.ai. The Business Central app is documented at Business Central; the two share one GoRoute account.