If your company runs on Microsoft 365 too, you’ve probably wondered whether your EOS data can tag along into Copilot, without anyone copy-pasting Scorecard numbers at 8:55 a.m.
EOS software for Microsoft Copilot lets your team check Rocks, review the Scorecard, and log Issues from the AI tool your company already uses. The Strety MCP connects Strety to Microsoft 365 Copilot, so leadership teams can ask Copilot what is off track and update work without opening one more tab.
Which EOS software works with Microsoft Copilot? Strety works with Microsoft 365 Copilot through the Strety MCP , the same connection that links Strety to Claude, ChatGPT, and Gemini. You add the Strety connector in Copilot, sign in with your Strety account, and start asking.
MCP (Model Context Protocol) is the open standard AI tools use to read and update data in other apps. For you, it means one thing: whichever AI tool your company chose, your EOS data comes with it.
That matters most for teams that already live in Microsoft 365. Microsoft’s own research found the average employee receives 153 Teams messages a day , and 48% of employees say their work feels chaotic and fragmented. When your team can check a Rock right where they’re already chatting, message number 154 doesn’t need to be another reminder to update it from your colleague before the L10.
What can your team ask Copilot about EOS? Start with the questions you already ask before every L10, usually while hunting for the right tab. A few that work well:
“What’s off track on our Scorecard this week?” “Which of my Rocks are at risk?” “Show me my open To Dos. Group them by what’s urgent and what’s stale.” “Pull last week’s L10. Which Issues are still unresolved?” “Log an Issue for the leadership team about the delayed vendor onboarding.” Copilot pulls the answer from your live Strety data. You can also ask it to check a plan against your V/TO or find the right owner on your Accountability Chart, so answers reflect how your business runs.
Can Copilot update your Strety data? Yes, within the permissions you grant when you connect. From a Copilot chat, your team can log a new Issue, check in on a Rock, mark a Milestone done, or share a Headline before the L10. Every change writes back to Strety without manual entry, where the rest of your team sees it.
Once the Strety agent is added, you can also select it inside other Microsoft 365 Copilot chats. So when a decision comes up mid-conversation, you can turn it into a To Do right there.
How do you connect Microsoft 365 Copilot to Strety? Setup takes about as long as refilling your coffee, and you won’t need Copilot Studio:
Open Microsoft 365 Copilot. Select More agents and search for “Strety.” Select Strety, review the app details, and select Add. Send a prompt in the Strety agent chat to start the connection. Sign in to Strety when prompted. Choose the Strety organizations and permissions you want Copilot to have. Select Authorize. The Strety MCP Complete Guide has a video walkthrough and screenshots. Setup happens in your own Copilot account, and Strety Support can help with connection or sign-in issues along the way.
How do leadership teams use EOS in Microsoft 365 day to day? The biggest change is fewer trips between tools. In a Harvard Business Review study of 137 workers at three Fortune 500 companies, people toggled between apps and websites nearly 1,200 times a day. That added up to just under four hours a week spent reorienting after each switch. Half a workday, every week, figuring out why you opened that tab.
Here’s what that looks like when Copilot handles the EOS side:
Monday Scorecard check. Ask Copilot which Measurables missed their goal before the L10 starts, and walk in with your coffee and your talking points. L10 prep . Pull the open Issues and off-track Rocks in one prompt instead of clicking through each one.Mid-week capture. When an Issue comes up in a Teams thread, log it from Copilot so it lands on next week’s agenda instead of sinking under forty new messages. End-of-quarter Rock review. Ask which Rocks are at risk and why, then update their status in the same chat. Getting EOS into the tools your people already use is also how it spreads past the leadership team. That’s been true for Parachute:
“One of the biggest things about Strety for us is the Microsoft Teams integration, since we are a Microsoft shop.” — Mark Lukehart, COO, Parachute Technology
What should you look for in EOS software that works with Copilot? If you’re comparing EOS platforms for a Microsoft 365 company, check these five things:
How you connect. Some apps ask you to build your own agent in Copilot Studio. Look for one you can add straight from the agent store. Permissions. The AI should only see what each person can already see in the EOS tool. Write-back. You should be able to update To Dos, Issues, and Rocks from Copilot, with changes saved in the EOS platform. Coverage. Check which EOS tools the AI can reach. Rocks, Scorecard, Issues, To Dos, and meeting agendas should all be on the list. More than one AI tool. This year’s favorite AI tool might be different next year. The same connection should also work in Claude, ChatGPT, or Gemini. Copilot, Claude, or ChatGPT: which should you connect? Connect the one your company already uses. Nobody needs another debate about which AI tool to standardize on. The Strety MCP works the same way across Claude, ChatGPT, and Copilot , with the same permissions and the same write-back to Strety. Gemini works too, through Gemini Enterprise.
A few differences are worth knowing. Meeting transcripts recorded by Strety’s AI assistant are available in Claude today. If you work across several Strety organizations, you can pick more than one when you authorize Copilot, which helps EOS Implementers and fractional Integrators who support several clients.
For real examples from our team and customers, see how to use AI to run EOS .
Try it this week Pick one question you ask before every L10 and ask Copilot instead. “Which of my Rocks are off track?” is a good first one. If it saves you a few clicks (and a little sanity), add the Scorecard check next week.
Not on Strety yet? Start a free 30-day trial , connect Copilot on day one, and enjoy the Strety MCP magic ✨ No credit card needed.
Frequently asked questions Which EOS software works with Microsoft Copilot? Strety works with Microsoft 365 Copilot through the Strety connector. It uses the same Strety MCP connection as Claude, ChatGPT, and Gemini.
Can I check my EOS Scorecard in Microsoft Teams? Yes. You can ask the Strety agent in Microsoft 365 Copilot about your Scorecard and Measurables. Strety also has a Microsoft Teams integration for running EOS inside Teams.
Do I need Copilot Studio to connect Strety to Copilot? No. You add the Strety agent from More agents in Microsoft 365 Copilot, then sign in to Strety.
Can Copilot update my Rocks, To Dos, and Issues in Strety? Yes, within the permissions you grant at sign-in. You can log Issues, update To Dos, and check in on Rocks from a Copilot chat, and every change saves back to Strety.
Is my Strety data secure when I use Copilot? Copilot connects through a secure Strety sign-in and respects your existing Strety permissions. Copilot sees only what you can already see in Strety.
Can I connect Copilot to more than one Strety organization? Yes. During sign-in, you choose which Strety organizations Copilot can access. Name the organization in your prompt to avoid updating the wrong one. It’s a great feature for EOS Implementers and fractional Integrators who support several clients.
Do I need to be technical to set up the Strety Copilot MCP? No. Setup is a few clicks in Microsoft 365 Copilot plus a Strety sign-in. The Strety MCP Complete Guide walks through each step.
Does the Strety MCP also work with Claude, ChatGPT, and Gemini? Yes. The same Strety MCP connects to Claude, ChatGPT, Microsoft 365 Copilot, and Gemini Enterprise, plus most AI tools that support remote MCP servers.
