Adds WorkIQ MCP tool servers to an existing .NET AgentFramework, Node.js, or Python agent using the A365 CLI. Runs a365 develop list-available to show the catalog, adds selected servers via a365 develop add-mcp-servers (which writes ToolingManifest.json), wires McpToolRegistrationService in the agent code, and guides the user through the permissions handoff. Non-destructive and idempotent.
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Adds WorkIQ MCP tool servers to an existing .NET AgentFramework, Node.js, or Python agent using the A365 CLI. Runs a365 develop list-available to show the catalog, adds selected servers via a365 develop add-mcp-servers (which writes ToolingManifest.json), wires McpToolRegistrationService in the agent code, and guides the user through the permissions handoff. Non-destructive and idempotent.
{"preToolUse":[{"type":"command","command":"node ${CLAUDE_PLUGIN_ROOT}/hooks/preToolUse/path-guard.js","timeout":5000}],"stop":[{"type":"command","command":"node ${CLAUDE_PLUGIN_ROOT}/hooks/stop/validate-add-workiq-tools.js","timeout":30000},{"type":"prompt","prompt":"Before ending, verify ALL of the following:\n1. Agent type was correctly detected (.NET AgentFramework, Node.js, or Python).\n2. a365 develop list-available was run, results were shown to the user, and the selection options were populated from the CLI output (not a hardcoded list).\n3. a365 develop add-mcp-servers was run for the selected WorkIQ servers.\n4. ToolingManifest.json now contains the selected WorkIQ server entries.\n5. McpToolRegistrationService (or equivalent) is wired in the agent code.\n6. User was informed about the permissions step (a365 setup permissions mcp or a365 setup all).\n7. User was shown how to get a dev token with a365 develop get-token.\n8. Build/compile succeeds (dotnet build, npm run build, or pip install check).\nIf any item failed or was skipped, return {\"ok\": false, \"reason\": \"<specific item>\"}.\nIf all items completed successfully, return {\"ok\": true}.\n","timeout":30000}]}
Add WorkIQ Tools (A365 CLI + SDK)
Trigger phrases — any of these will activate this skill automatically:
"add workiq tools to this agent"
"add work intelligence tools"
"give this agent access to m365 data"
"give my agent access to email and calendar"
"add sharepoint access to this agent"
"add work iq mail to this agent"
"add work iq calendar to this agent"
"let this agent read emails and calendar events"
"wire up workiq MCP servers"
Overview
This skill adds WorkIQ MCP tool servers to an existing A365 agent using the A365 CLI.
WorkIQ tools give your agent pre-built access to M365 work data via MCP. The capability categories below describe what each catalog server does — but always pull the exact CLI argument names from a365 develop list-available. V2 catalog names look like mcp_MailTools, mcp_CalendarTools, etc., and they evolve over time.
Mail — Read, send, and manage email
Calendar — Read/create events, check availability
Teams — Read channel messages, list teams
SharePoint — Search documents, read files, list sites
OneDrive — Manage OneDrive files
Word — Read and write Word documents
User/Presence — Get user profile and presence
Copilot — Chat with Microsoft 365 Copilot
Dataverse and Dynamics 365 — CRUD and domain actions
How it works:
a365 develop list-available — shows the catalog of available MCP servers
a365 develop add-mcp-servers — adds selected servers to ToolingManifest.json
Agent code is wired to load those tools at runtime via GetMcpToolsAsync
Permissions are applied separately by a developer or Global Administrator
All changes are additive and idempotent — rerunning is safe.
Phase 0A — Workspace Triage and Detection Cache
Step 1 — Triage the workspace
Run in parallel:
Glob , , , , , , → .
**/*.csproj
package.json
requirements.txt
pyproject.toml
src/**/*.ts
**/*.cs
**/*.py
hasProjectFiles
Read.a365-workspace-detection.local.json → cacheState (fresh if detectedAt < 60 min, stale if older, missing if absent).
Decide:
cacheState
hasProjectFiles
Action
fresh
—
Continue to Step 2 below.
missing / stale
false
Hard stop with a useful message:"WorkIQ tools wire MCP servers into an existing agent — there's no agent code in this workspace yet. Run /agent365:make-ai-teammate (recommended — WorkIQ requires an AI Teammate or OBO agent) first to scaffold and register the agent, then come back here." Do not proceed.
missing / stale
true
Tell the user: "Found existing agent code but no fresh Agent 365 registration. I'll run a365-setup now to register it and write the detection cache, then continue here automatically."Read${CLAUDE_PLUGIN_ROOT}/skills/a365-setup/SKILL.md and follow it to completion, then continue to Step 2.
Step 2 — Load from cache
🛑 STOP — .a365-workspace-detection.local.json MUST exist before this step. Read the file path .a365-workspace-detection.local.json in the working directory. If it does not exist, you arrived at Step 2 by skipping Step 1's triage routing. Do NOT proceed. Do NOT invent default cache values. Do NOT run any further phase (no a365 develop command, no file edits). Instead:
Tell the user verbatim: "I skipped the Step 1 triage and the detection cache wasn't written. Running a365-setup now to fix that, then I'll return here."
Read${CLAUDE_PLUGIN_ROOT}/skills/a365-setup/SKILL.md and follow it to completion.
Re-verify the file now exists, then continue below.
The stop hook (validate-add-workiq-tools.js) will fail the session at end if the cache file is missing — this guard exists so the model halts immediately rather than wiring half-detected MCP servers.
Present the loaded values in one message and wait for confirmation:
Here's what we detected about your agent:
• Stack: {agentStack}
• Language: {programmingLanguage}
Reply **yes** to confirm, or describe any corrections.
Phase 0B — Agent Type and Authentication Mode
Read${CLAUDE_PLUGIN_ROOT}/shared/agent-detection.md — section "Agent Type and Auth Mode Detection" — and follow it exactly.
If agentType and authMode are already present in the detection cache (from a prior skill run in this session OR pre-populated by a parent skill like make-ai-teammate), the confirmation behavior depends on agentType:
agentType = "ai-teammate" — skip the confirmation prompt entirely. The AI Teammate identity model is unambiguous (authMode = agentic-user, no obo/s2s decision exists), so a confirm prompt adds friction without catching drift. Proceed silently.
agentType = "system-agent" — confirm the cached values with the user before proceeding, since the obo/s2s choice is meaningful and a stale value would silently route to the wrong token path.
Read authMode case-insensitively (S2S = s2s, OBO = obo); always write back the canonical lowercase value.
Store agentType (ai-teammate or system-agent) and authMode (obo, s2s, or agentic-user).
Update .a365-workspace-detection.local.json — merge agentType and authMode into the existing cache file, preserving all other fields. Use the Write tool to write the merged object back.
If authMode = s2s, stop immediately and exit:
❌ WorkIQ tools are not available for S2S agents.
WorkIQ requires a delegated user token (OBO) at runtime — S2S client credentials
cannot be used for WorkIQ API calls.
To use WorkIQ, switch your agent to On-Behalf-Of mode (`obo`)
and re-run this skill.
Do not proceed to Phase 0C or any further phases. Mark all tasks cancelled and end the session.
Framework support guard
WorkIQ extension adapters are only published by Microsoft for a subset of frameworks per language. Verified against Agent365-{dotnet,python,nodejs} on 2026-05-21. If the cache's agentStack falls on the ❌ row for the agent's programmingLanguage, hard-stop and end the session.
programmingLanguage
agentStack
Status
DotNet
Agent Framework, Semantic Kernel
✅ Supported (verified samples)
DotNet
Azure AI Foundry
✅ Package exists; best-effort wiring (no published sample)
NodeJS
LangChain, OpenAI, Claude
✅ Supported (verified samples)
NodeJS
Semantic Kernel, Google ADK
❌ Hard-stop — no Microsoft package
Python
Agent Framework, OpenAI, Google ADK
✅ Supported (verified samples)
Python
Semantic Kernel, Azure AI Foundry
✅ Package exists; best-effort wiring (no published sample)
Python
LangChain
❌ Hard-stop — no package, no sample
Python
Claude, CrewAI
❌ Hard-stop in this skill — samples ship a local DIY scaffold (~165–600 lines), out of scope here
When hard-stopping, show this message (substitute the values and list the supported stacks for that language):
❌ WorkIQ tools do not have a Microsoft-published adapter for ({programmingLanguage}, {agentStack}).
Supported in {programmingLanguage}:
<list the ✅ agentStacks from the matrix above for that language>
Options:
1. Switch the agent to a supported framework via /agent365:make-ai-teammate.
2. (Advanced) Author your own MCP wrapper modeled on the Claude SDK sample's DIY scaffold:
https://github.com/microsoft/Agent365-Samples/blob/main/python/claude/sample-agent/mcp_tool_registration_service.py
— out of scope for this skill.
Mark all tasks cancelled and end the session. Do not proceed to Phase 0C.
Phase 0C — Create and Display Task List
Show this checklist to the user BEFORE running Phase 1. Use whichever mechanism the runtime supports — the user must see the list before any CLI command or code edit happens, and items must be updated as work progresses:
Claude Code: call TaskCreate for each item below; it's already in allowed-tools and renders natively as a checklist with status icons. Use TaskUpdate to mark in_progress / completed.
VS Code Copilot Chat / GitHub Copilot CLI:allowed-tools is ignored — emit a markdown checklist directly in chat (- [ ] Detect agent type…) and edit the list to flip items to - [x] as each phase completes.
Either way: exactly one task in_progress at a time; complete it before moving on.
TaskCreate: "Detect agent type and check prerequisites"
TaskCreate: "Show available WorkIQ tools catalog"
TaskCreate: "Add WorkIQ MCP servers via CLI"
TaskCreate: "Wire MCP tool service in agent code"
TaskCreate: "Offer Word @mention handler (if applicable)"
TaskCreate: "Guide permissions handoff"
TaskCreate: "Set up dev token for testing"
TaskCreate: "Validate build"
Phase 1 — Detect Agent Type and Check Prerequisites
Mark task in progress: "Detect agent type and check prerequisites"
1.1 Detect agent type
Read${CLAUDE_PLUGIN_ROOT}/shared/agent-detection.md for detection heuristics.
Run detection:
Glob**/*.csproj + GrepAgentApplication in **/*.cs → .NET AgentFramework
Report the current state to the user — which servers are already in ToolingManifest.json.
1.3 Check for AGENTIC_APP_ID
Following agent-detection.md AGENTIC_APP_ID detection order:
Check .env / .env.example for AGENTIC_APP_ID=
Check appsettings.json for AgenticAppId
Check a365.generated.config.json for agentBlueprintId
If not found, note this — user will need to run a365 setup at some point. Do not block.
Mark task complete: "Detect agent type and check prerequisites"
Phase 2 — Show Available WorkIQ Tools Catalog
Mark task in progress: "Show available WorkIQ tools catalog"
2.1 List available servers
a365 develop list-available
Note:a365 develop list-available does not require a365.config.json — it reads the environment from A365_ENVIRONMENT env var (defaults to prod). The output now includes a Version column showing V1 or V2 for each server.
Show the output to the user. The catalog includes WorkIQ servers (mail, calendar, Teams, SharePoint,
OneDrive, Word, user/presence, Copilot) and Dataverse/Dynamics 365.
2.2 Ask which tools to add
If the user provided specific tool names as the skill argument, use those and skip the question.
Otherwise, parse the a365 develop list-available output to extract the server names, then present them as numbered options. Also check a365 develop list-configured output (from Phase 1.2) to mark already-installed servers so the developer can see what's new vs already present.
AskUserQuestion:
question: |
Which WorkIQ tool servers would you like to add?
(Servers already in ToolingManifest.json are marked ✅)
<list every server name from a365 develop list-available output, numbered>
<N+1>. All of the above
<N+2>. Let me type specific names
options: <dynamically built from CLI output — one entry per server name>
For each option: if the server name appears in the a365 develop list-configured output, append (✅ already configured) to the label. Include it in the list anyway — user may want to re-add or upgrade version.
Mark task complete: "Show available WorkIQ tools catalog"
Phase 3 — Add WorkIQ MCP Servers via CLI
Mark task in progress: "Add WorkIQ MCP servers via CLI"
3.1 Add selected servers
Run a365 develop add-mcp-servers with the selected server names.
Run the command once with all selected names space-separated:
# Substitute the exact mcpServerName values from your `list-available` output.# Example shown using the current V2 catalog names — yours may differ if the catalog evolved.
a365 develop add-mcp-servers "mcp_MailTools""mcp_CalendarTools"# If running from a different directory, use --project-path:
a365 develop add-mcp-servers "mcp_MailTools""mcp_CalendarTools" --project-path "<project_dir>"
(Adjust the server names to match whichever servers the user selected from the live catalog. The CLI does case-insensitive trim-comparison, but the names must otherwise match the catalog's mcpServerName exactly.)
This command creates ToolingManifest.json if it does not exist, or adds the selected servers to it if it does.
⚠️ This command only writes ToolingManifest.json — it does NOT grant permissions.
Permissions are handled separately in Phase 5.
3.2 Verify the manifest was updated
a365 develop list-configured
Confirm each selected server now appears in the output. The Version column shows V1 or V2 based on the server's scope pattern.
If a server was already configured, that is expected — the CLI is idempotent.
Mark task complete: "Add WorkIQ MCP servers via CLI"
Phase 4 — Wire MCP Tool Service in Agent Code
Mark task in progress: "Wire MCP tool service in agent code"
The wiring pattern depends on bothprogrammingLanguage and agentStack from the detection cache (loaded in Phase 0A Step 2; framework support guard in Phase 0B has already hard-stopped any unsupported pair). Pick the branch from the routing table:
programmingLanguage
agentStack
Branch
DotNet
Agent Framework
§4.1 — .NET Agent Framework
DotNet
Semantic Kernel
§4.2 — .NET Semantic Kernel
DotNet
Azure AI Foundry
§4.3 — .NET Azure AI Foundry (best-effort; no published sample)
NodeJS
LangChain
§4.4 — Node.js LangChain
NodeJS
OpenAI
§4.5 — Node.js OpenAI
NodeJS
Claude
§4.6 — Node.js Claude SDK
Python
Agent Framework
§4.7 — Python Agent Framework
Python
OpenAI
§4.8 — Python OpenAI
Python
Google ADK
§4.9 — Python Google ADK
Python
Semantic Kernel
§4.10 — Python Semantic Kernel (best-effort; no published sample)
Python
Azure AI Foundry
§4.11 — Python Azure AI Foundry (best-effort; no published sample)
Detailed code patterns for each branch live in the language-specific reference docs:
Mark new code with // A365 WorkIQ — added by add-workiq-tools skill (.NET / Node.js) or # A365 WorkIQ — added by add-workiq-tools skill (Python). For best-effort branches use … best-effort wiring (verify against SDK source before production) instead.
Grep for the framework's wiring symbol (GetMcpToolsAsync / AddToolServersToAgentAsync / addToolServersToAgent / add_tool_servers_to_agent / McpToolRegistrationService) before editing — skip the wiring step if already present.
⚠️ Preserve-observability rule (applies to ALL §4.x branches that edit the message-handler file)
instrument-observability writes anchors into the same files §4.x will touch — for .NET / Python the WorkIQ call goes into the same method body that the observability skill wraps with BaggageBuilder + InvokeAgentScope (.NET OnMessageAsync, Python process_user_message); for Node.js Claude SDK both skills edit src/client.ts. A naïve Edit with a too-broad old_string will silently delete the observability wrapping. Before any Edit call inside §4.x, follow this checklist:
Grep the target file for the observability anchor symbols:
Node.js (src/agent.ts and src/client.ts): BaggageBuilder, BaggageBuilderUtils, InvokeAgentScope, InferenceScope, AgenticTokenCacheInstance, preloadObservabilityToken
Python (agent.py): BaggageBuilder, populate_baggage, InvokeAgentScope, with builder.build(), AgenticTokenCache
If any of those symbols are present, scope your Editold_stringas narrowly as possible — anchor on the single statement immediately before/after the new line, never a multi-statement block, never the method signature alone, never the full method body. Examples:
✅ Good: anchor on the var response = await chatClient.GetResponseAsync(...) line and insert GetMcpToolsAsync immediately above it.
❌ Bad: anchor on protected override async Task OnMessageAsync(...) plus the entire body — the replacement will obliterate the using var baggageScope = ... and using var invokeScope = ... blocks observability put there.
After the Edit completes, re-grep the file for the same observability anchors. If any disappeared, the edit clobbered observability — revert the edit and re-apply with a narrower anchor. Do not proceed to the next file.
If instrument-observability has NOT run yet in this project (no anchor symbols anywhere), wire WorkIQ normally — there is nothing to preserve. The composite has_obs signal in the parent skill (make-ai-teammate Phase 0A.3) is what tells you which case you're in; the cache reflects it.
This rule is enforced by validate-add-workiq-tools.js at session end: if has_obs = true was in the cache at session start, the validator re-checks for the observability anchors and fails the session if they were removed.
§4.1 .NET Agent Framework
GrepMicrosoft.Agents.A365.Tooling in **/*.csproj. If missing:
Readdotnet-workiq.md — sections "Program.cs — Service Registration" and "Agent Class — GetMcpToolsAsync (Agent Framework)".
EditProgram.cs: add the two-line AddSingleton<IMcpToolRegistrationService, ...> + AddSingleton<IMcpToolServerConfigurationService, ...> form (matches the verified Agent365-Samples AF sample). builder.Services.AddMcpServices() exists as a one-liner alternative but registers both as Scoped — the AF sample uses Singleton lifetimes to match AgentApplication's singleton agent host and avoid captive-dependency issues. Skip if already present.
Edit the AgentApplication subclass: add the GetMcpToolsAsync call inside OnMessageAsync (Agent Framework's per-turn handler) — notOnMessageActivityAsync (older docs in this repo had that wrong; the verified sample uses OnMessageAsync).
§4.2 .NET Semantic Kernel
SK API differs from AF. SK uses AddToolServersToAgentAsync (mutates Kernel, void return), called during agent initialization — not per-message. Do not copy the AF pattern.
Readdotnet-workiq.md — section "Agent Class — AddToolServersToAgentAsync (Semantic Kernel)".
Edit the agent-initialization code: call AddToolServersToAgentAsync(kernel, userAuthorization, authHandlerName, turnContext, bearerToken?) after the Kernel is built and before the first run.
§4.3 .NET Azure AI Foundry (BEST-EFFORT — no published sample)
Tell the user verbatim: "Microsoft publishes the Microsoft.Agents.A365.Tooling.Extensions.AzureAIFoundry package but no sample exists for it. Skill installs the package and stops — wire the call manually after reading the SDK source."
Editsrc/client.ts (or wherever the getClient factory lives). Add module-level toolService = new McpToolRegistrationService() singleton and the per-turn call inside getClient. Capture the return value — LangChain rebuilds the agent because createAgent's tools are immutable.
After this branch finishes, fall through to Phase 4.5 — its two gates decide whether the Word @mention offer fires or no-ops. Phase 4.5 is not optional; do not jump to Phase 5 from here.
Edit the getClient factory. OpenAI extension mutates agent.mcpServers in place — do not assign the return to a new variable (that's the LangChain pattern). Sample uses variable name agent, not personalizedAgent.
Edit the getClient factory. First arg to addToolServersToAgent is the Options object from @anthropic-ai/claude-agent-sdk, not an Agent. Mutates options.allowedTools and options.mcpServers; return type is Promise<void>.
§4.7 Python Agent Framework
Grepmicrosoft-agents-a365-tooling in requirements.txt / pyproject.toml. If missing:
Editrequirements.txt or [project.dependencies] in pyproject.toml to add both package names — pip install alone does NOT update either file, and the validator requires their presence.
Package suffix is agentframework (single word, no internal dash). …-agent-framework is not a valid PyPI name and will fail pip install.
Editagent.py to add the tool_service singleton, mcp_servers_initialized flag, the setup_mcp_servers method, and the call from process_user_message. AF kwarg is turn_context=, not context=. initial_tools=[] is required (positional, no default).
Editagent.py with the sample's 3-priority ladder (USE_AGENTIC_AUTH → bearer-token → handler-only). Kwarg is context= (not turn_context=). No agentic_app_id, no initial_tools (OpenAI extension doesn't require it).
Readpython-workiq.md — section "Python Google ADK — Wiring (VERIFIED, with sample-vs-PyPI divergence)".
Decide between two paths (the published ADK sample diverges from the PyPI extension's signature):
Path A — PyPI extension (default, smaller scope): import McpToolRegistrationService from microsoft_agents_a365.tooling.extensions.googleadk.services.mcp_tool_registration_service and call add_tool_servers_to_agent(agent=..., auth=..., auth_handler_name=..., context=turn_context, auth_token=...). Do NOT pass agentic_app_id — the PyPI extension's signature has no such kwarg and will TypeError. Wrap in asyncio.wait_for(timeout=10.0).
Path B — DIY scaffold (matches sample exactly): ask the user "Do you want the sample's exact behavior (AGENTIC_APP_ID env-var override + ~165-line local file)? Or the simpler PyPI-extension path?" — if they pick Path B, copy mcp_tool_registration_service.py from Agent365-Samples/python/google-adk/sample-agent/ into the project and import locally.
Pre-skip the call if neither bearer token nor auth handler is available (Playground scenario).
§4.10 Python Semantic Kernel (BEST-EFFORT — no published sample)
Tell the user verbatim: "No Microsoft sample exists for Python Semantic Kernel. Wiring shape is inferred from the SDK signature — verify against the SDK source before production deployment."
Readpython-workiq.md — section "Python Semantic Kernel — Wiring (BEST-EFFORT — no published sample)".
Edit the agent code with the best-effort call shown there. Mark every new line with # A365 WorkIQ — best-effort wiring (verify against SDK source before production).
§4.11 Python Azure AI Foundry (BEST-EFFORT — no published sample)
Tell the user verbatim: "No Microsoft sample exists for Python Azure AI Foundry. The exact import path is not independently verified. Skill installs the package and stops — wire the call manually after reading the SDK source."
Do not generate wiring code. Mark this branch complete with a best-effort note.
Mark task complete: "Wire MCP tool service in agent code"
Phase 4.5 — Offer Word @mention handler (gated)
Mark task in progress: "Offer Word @mention handler (if applicable)"
Always enter this phase after Phase 4 completes — regardless of which §4.x branch ran. The two gates below decide whether the offer fires or the phase no-ops; the decision belongs to the gates, not to the LLM's intuition. Do not skip ahead to Phase 5 without running BOTH gates — the gate tables below each specify the exact task-completion note to write when they fail.
Read programmingLanguage and agentStack from .a365-workspace-detection.local.jsoncase-insensitively — accept nodejs / NodeJS / Node.js and langchain / LangChain as equivalent. If agentStack is the combined string "Node.js LangChain", treat it as LangChain.
Gate 1 — Framework check. Read programmingLanguage and agentStack from .a365-workspace-detection.local.json:
programmingLanguage
agentStack
Apply?
NodeJS
LangChain
✅ continue to Gate 2
anything else
anything else
❌ skip phase — mark task complete with note: "N/A — only Node.js LangChain has a verified proactive @mention pattern in this repo today."
Gate 2 — mcp_WordServer presence. The user only sees the offer if WordServer was actually added. Read ToolingManifest.json (or whichever path Phase 3 wrote) and check:
No match → skip phase — mark task complete with note: "N/A — mcp_WordServer was not in the selected servers."
Both gates passed — ask via AskUserQuestion:
"You added mcp_WordServer. Do you want this AI Teammate to also notify and reply when someone @mentions it on a Word comment? It will read the document, post a reply on the same comment thread (not a new top-level comment), and DM the user in Teams with the reply text. The pattern is best-effort — no Microsoft Node.js sample is published yet, but the underlying SDK APIs are verified."
Options: Yes — wire @mention handling / No — Word read/write only
On Yes:
⚠️ Preserve existing observability wiring. If instrument-observability already ran, the message handler (handleAgentMessageActivity) is wrapped in an outer baggageScope.run(...) (the canonical pattern from Phase 5.5 of that skill). The new case NotificationType.WpxComment branch lives inside handleAgentNotificationActivity — a structurally separate handler — so it does NOT need to share the baggage scope. Do NOT modify or remove the existing baggageScope.run wrapping in handleAgentMessageActivity while adding the @mention code; removing it would silently break observability for regular messages.
Pre-check the AgentApplicationsuper(...) call for proactive: {}. Add it if missing — required for proactive Teams DMs.
Add the per-user conversation index (userKeyToConversationId: Map<string, string> + userKeysFor helper).
Add the trackConversationForProactive private method. Call it from BOTH the message handler AND the installationUpdate(add) handler.
Add the case NotificationType.WpxComment branch + handleWpxCommentNotification method.
Editsrc/client.ts (optional but recommended): wire LangGraph MemorySaver checkpointer keyed on conversation.id so multi-turn @mention threads keep tool-call history.
Mark all generated lines with: // A365 WorkIQ — best-effort wiring (verify against SDK source before production)
Tell the user the gotchas verbatim:
"The document URL is on activity.attachments[*].contentUrl, NOT on wpxCommentNotification."
"Proactive DM requires the user to have spoken to the bot at least once (or had it installed). If userKeyToConversationId.get(...) returns undefined on first @mention, the agent surfaces a 'DM me once to enable Word notifications' message instead of failing silently."
"Tell the LLM explicitly to use the reply tool — without that instruction, models default to AddComment which creates a new top-level thread."
On No:
Tell the user verbatim: "Skipped. Word tools still work for direct user prompts; only the proactive @mention path is omitted. You can re-enable later by re-running /agent365:add-workiq-tools — the skill is idempotent."
Record the decision in the cache so the stop-hook validator honours it instead of failing the session at end:
Read.a365-workspace-detection.local.json, merge { "wordMentionDeclined": true } into it, Write it back.
Without this marker, validate-add-workiq-tools.js will treat the missing WpxComment / proactive / userKeyToConversationId symbols as evidence of a silent skip (Phase 4.5 silently bypassed) and hard-fail the session. The marker is the machine-readable signal that "user declined" is the legitimate completion state.
Mark task complete: "Offer Word @mention handler (if applicable)"
Phase 5 — Guide Permissions Handoff
Mark task in progress: "Guide permissions handoff"
Adding servers to ToolingManifest.json does not automatically grant permissions.
Determine which path applies:
Path A — Blueprint does NOT exist yet (a365 setup not yet run)
Tell the user:
Permissions will be applied automatically when you run a365 setup all.
The setup process reads ToolingManifest.json and grants OAuth2 permissions
for all configured MCP servers as part of blueprint creation.
Run: a365 setup all
Path B — Blueprint already exists (a365.generated.config.json present)
Check if a365.generated.config.json exists and has a non-empty agentBlueprintId.
If yes, tell the user:
⚠️ Global Administrator action required.
Your blueprint already exists. MCP permissions must be granted separately.
Step 1 — Share the updated manifest with your Global Administrator:
Share the file: ToolingManifest.json (just updated by the CLI)
Or share the whole project folder path
Step 2 — Admin runs (from the project directory where a365.config.json lives):
a365 setup permissions mcp # grants OAuth2 grants for all servers in manifest (handles V1 + V2 mixed manifests)
MCP V1/V2 migration: If migrating from V1 to V2 servers and the admin wants to remove legacy shared-audience scopes:
a365 setup permissions mcp --remove-legacy-scopes --dry-run # preview what would be removed
a365 setup permissions mcp --remove-legacy-scopes # apply
Step 3 — After admin confirms permissions are granted, continue testing.
Adjust the import path to match the installed framework extension (e.g. .langchain, .openai).
If build fails, present error output with suggested fixes. Do not revert changes.
Mark task complete: "Validate build"
Phase 8 — Final Summary
TaskList — Show all completed tasks.
Ask:
WorkIQ tools are wired. Want to run a quick local test now?
1. Yes — run the test-local skill
2. No — show me the summary and I'll test later
If yes, invoke the test-local skill.
Present summary:
✅ WorkIQ tools added!
**Agent type:** [.NET AgentFramework | Node.js | Python]
**MCP servers added:** [list of server names from a365 develop list-configured]
**ToolingManifest.json:** updated ✅
**Agent code wired:** GetMcpToolsAsync ✅
**Permissions status:**
[Path A: Will be applied by a365 setup all]
OR
[Path B: ⚠️ Global Administrator must run a365 setup permissions mcp]
**Dev testing:**
1. Get a token: a365 develop get-token
2. Set BEARER_TOKEN (or per-server BEARER_TOKEN_<SERVER>) in your .env / launchSettings.json
3. Set SKIP_TOOLING_ON_ERRORS=true for dev
4. Start your agent and test a WorkIQ prompt (e.g. "List my Teams channels")
MCP CLI Commands Reference
All commands the skill uses — show this table to the user on request.
All WorkIQ servers require delegated (OBO) permissions — this is why authMode = s2s blocks WorkIQ entirely. The agent code wires the unified scope Tools.ListInvoke.All; the Graph scopes below are granted at the Entra app level by a365 setup permissions mcp.
The OAuth2 scopes that a365 setup permissions mcp grants are fetched from the live catalog — see a365 develop list-available to inspect what each server requires. We don't reproduce the scope mapping here because the catalog can evolve; the CLI's grant step uses live data, not this doc.
agentic-user path: The Agentic User identity (AI Teammate) satisfies the "signed-in user" requirement — a365 setup all --aiteammate provisions the Agentic User and grants all delegated scopes to it. WorkIQ calls are made on behalf of the Agentic User, not the human caller.
Permissions Workflow
Developer Global Administrator
───────────────────────────────── ──────────────────────────────────────
1. a365 develop list-available
(browse catalog)
2. a365 develop add-mcp-servers
"mcp_MailTools" "mcp_CalendarTools" (exact names from list-available)
→ writes ToolingManifest.json
→ NO permissions granted yet
3a. No blueprint yet:
a365 setup all
→ provisions blueprint
→ grants MCP permissions ✅
3b. Blueprint already exists:
Share ToolingManifest.json ───────→ a365 setup permissions mcp
with admin (grants OAuth2 delegated scopes)
→ permissions granted ✅
4. a365 develop get-token
set BEARER_TOKEN in .env
set SKIP_TOOLING_ON_ERRORS=true
→ test locally ✅
Error Handling
Situation
Action
a365 CLI not installed
Install with dotnet tool install -g Microsoft.Agents.A365.DevTools.Cli
a365 develop list-available fails
Check a365 CLI authentication; run a365 auth login
Need to manage MCP servers in Dataverse
Use a365 develop-mcp (not a365 develop) — separate command for Dataverse-hosted MCP server management
Server name not found in catalog
Show user the list-available output and ask to re-select
add-mcp-servers fails
Run a365 develop list-available again to verify exact server name spelling
Tooling package install fails
Check NuGet/npm/pip registry access; verify runtime is installed
Build fails after wiring
Do not revert; show error and offer to debug
403 from WorkIQ at runtime
GA has not run a365 setup permissions mcp — share ToolingManifest.json with admin
Token errors at runtime
Run a365 develop get-token; set env vars; enable SKIP_TOOLING_ON_ERRORS=true
Idempotency
On subsequent runs:
a365 develop list-configured will show already-added servers — skip re-adding them
Skip tooling package install if already in .csproj / package.json
Skip GetMcpToolsAsync wiring if already present (detect by grep)
