Every Copilot agent, connected to the systems your business runs on

Install once. Every agent in Microsoft 365 gets secure, governed access to hundreds of business systems.

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Powering integrations for thousands of AI & SaaS companies

The connectivity layer for Copilot

Agents can reason. They can’t take action without secure, governed access to your business systems. Merge gives them that.

Read live data from hundreds of systems

Pull records from hundreds of systems directly into the agent’s context. No custom integration work, no stale exports.

Take action under the right scopes

Update a Workday record, open a Jira ticket, log an opportunity in Salesforce, or post a journal entry to NetSuite. Every write runs under the scopes your admin allows.

Enterprise guardrails by default

SOC 2 Type II, HIPAA, ISO 27001. SSO/SCIM, role-based scopes, DLP layers, and immutable audit logs for every read and write.

Action across every M365 app

Agents take action across Copilot, Excel, PowerPoint, Word, Outlook, and Teams — under tenant-governed scopes.

Microsoft 365 Copilot

"Show me my top 5 at-risk renewals this quarter — combine open Salesforce opportunities with Zendesk ticket volume in the last 90 days."

Excel

"Drop this into a working sheet I can edit before the meeting."

PowerPoint

"Build the QBR deck from this sheet — one slide per account, with talking points."

Word

"Draft a one-pager brief for each account — pull the latest contract terms from NetSuite."

Outlook

"Email each account owner with their brief and a link to the deck."

Teams

"Post a summary in #renewals-q3 and create Jira tasks for each follow-up."

Install once. Tenant-wide.

Admin installs from the Agent Store. Users connect their systems.
Every agent inherits the connections — under the scopes you set.

Install

Add Agent Handler from the Microsoft Agent Store. Tenant-wide, one-click.

Connect

Users authenticate Salesforce, Workday, NetSuite, Jira, and more.

Govern

Set scopes per role and per system. Every read and write runs under those scopes — and is logged.

Solution

Hundreds of systems.
New ones every week.

Merge covers more of the systems your business runs on than anyone else.
Need something new? Most requests ship in weeks.

View docs

Brex

Browserbase

Calendly

Canva

CasePeer

Checkly

Clay

ClickUp

ClinicalTrials.gov

Clio

Cloudflare

CMS Coverage

Coda

ComplianceQuest

Concur

ConfigCat

Confluence

Contentful

Copper

Crustdata

Databricks

Datadog

Dealops

Deel

Discord

Docrio

DocuSign

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“Working with Merge to bring Agent Handler to the Microsoft Agent Store gives our shared customers a clear path to take their agents from conceptual to operational.”