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.
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.
Pull records from hundreds of systems directly into the agent’s context. No custom integration work, no stale exports.
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.
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."
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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."
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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.
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.
Put guardrails around agent actions
See how Agent Handler supports your security posture while enabling teams to build
