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Trigger Copilot Studio Agents Securely with Cloud Flows or Direct HTTP

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Use Power Automate or Direct Line to trigger Copilot Studio agents, while protecting secrets and secured access.

The sequence shows configuring the Copilot Studio agent security, then generating a Direct Line token, starting a conversation, posting a message, and reading activities.
Schematic view of the steps described by The Custom Engine, not a screenshot.

TL;DR

Copilot Studio agents can be triggered through a Power Automate Cloud Flow or four Direct Line REST calls. Configure the agent with No Authentication, copy the Web channel security secret, activate Require secured access, and protect the secret with Azure Key Vault or another secure store.

Original by Roel Schenk, on The Custom Engine. Read the original

This is our own summary, not a republication or full translation.

Governance takeaway

  • Makers: Choose Cloud Flow for a native Power Platform integration, or Direct Line for a raw REST integration, based on how the agent must be triggered.
  • Admins/CoE: Publish the agent, configure its Security settings, and activate Require secured access before allowing external requests.
  • Security/Compliance: Store Direct Line secrets securely, enforce endpoint access control, rotate secrets regularly, and add retries, timeouts, and logging for production integrations.

Frequently asked questions

How should a Copilot Studio agent be configured before using Direct Line HTTP calls?

Publish the agent, select No Authentication in Security, copy the Web channel security secret, and activate Require secured access.

What four Direct Line requests are needed to send a message and read a Copilot Studio response?

Generate a Direct Line token, start a conversation, post a text message, and retrieve conversation activities with the token.

How can teams protect the Direct Line secret in a Python integration?

Store the secret in environment variables or Azure Key Vault, protect the endpoint with access control, rotate secrets, and add retries and timeouts.

This post is licensed under CC BY 4.0 by the author.