Officedev Microsoft 365 Agents Toolkit Samples Microsoft 365 Agents Toolkit Samples

Proxy Agent Skill — Connect Any External Agent to M365 Copilot (SDK Pattern)

Wire any backend AI SDK — whether a direct LLM provider or an orchestration framework — into a stable M365 Copilot/Teams integration layer. The proxy handles Teams/M365 Copilot transport, SSO, and streaming — you replace only the backend call.

Use When / Stop When

Use this skill when:

• Backend has a TypeScript/Node SDK (LLM provider or orchestrator)
• Backend supports streaming or can map to chunked responses
• Starting from the ProxyAgent-NodeJS sample

Stop and reassess if:

• Backend has no Node SDK (consider an adapter service instead)
• Backend is synchronous-only with no streaming path and cannot be adapted

Principles

These are non-negotiable. Every code change must preserve them:

1. No secrets in source — never commit API keys, passwords, or tokens to the repository
2. Secure secret storage — use ${{SECRET_*}} for local dev (ATK encrypts to .env.local.user), Key Vault references for production
3. Prefer managed identity — when the backend supports Entra ID / TokenCredential, use federated credentials and managed identities (zero-secret). This is the ideal.
4. User identity where possible — the user's Entra ID identity flows from M365 Copilot through SSO. Propagate it to the backend when supported; at minimum, use it for audit/logging even when the backend uses a separate auth mechanism.
5. Bot Service is control plane only — discovery and auth setup; no user messages flow through it
6. Backend is replaceable — swap the SDK without changing the M365 integration shell
7. Streaming-first — real-time token streaming from backend to Teams/Copilot UI

Backend Auth Tiers

Forbidden Patterns

• ❌ Hardcoding secrets in source — use ${{SECRET_*}} for local dev, Key Vault for production
• ❌ Committing .env.local.user or any file containing plaintext secrets
• ❌ Collapsing all users into one backend identity/session when the backend supports per-user identity
• ❌ Routing user messages through Bot Service
• ❌ Storing API keys in plain-text app settings in production (use Key Vault references)

Architecture

Control Plane (setup-time only)

Azure Bot Service
  ├── Registers bot endpoint (DNS-like discovery: bot ID → App Service URL)
  ├── Stores OAuth connection config, caches tokens
  ├── Facilitates token exchange: access_as_user → backend scopes
  └── Supports multiple OAuth connections for scope separation

Data Plane (every message)

User (M365 Copilot / Teams)
    │  direct connection via Teams infrastructure
    ▼
Proxy Agent (App Service)
    │  SDK call to backend (in-process)
    ▼
Backend: LLM SDK or Orchestrator (Foundry, OpenAI, Agent Framework, LangChain, CrewAI, etc.)

All conversation traffic flows directly from Teams infrastructure to the App Service. Bot Service handles only auth flows.

Network Security

The proxy agent endpoint (/api/messages) must be publicly accessible. Private Endpoints are not supported when the agent is exposed to public channels like Teams or M365 Copilot — Teams backend services need to reach the endpoint directly over the internet.

Securing the public endpoint:

Note: The AzureBotService service tag is not relevant here — messages flow from Teams infrastructure, not through Bot Service.

SSO with Federated Credentials

Reference: Add user authorization using Federated Identity Credential — covers app registration setup, redirect URIs, pre-authorized client IDs, federated credential configuration, and OAuth connection creation on the Azure Bot.

• Entra ID App Registration with access_as_user scope
• Federated Credentials link App Registration to Bot's Managed Identity — no client secret
• Bot OAuth Connection uses AADv2 with Federated Credentials for token exchange
• Pre-authorized client IDs: Teams desktop, web, mobile — full list
• Redirect URI: depends on data residency and cloud — see table below

• OAuth connection on Azure Bot: use AAD v2 with Federated Credentials service provider — setup steps
• Local dev: Single Tenant + Client Secret (auto-provisioned by toolkit)
• Production: User Assigned Managed Identity — mutual authentication between Bot Service, Teams/Copilot services, and the App Service, ensuring all parties are who they claim to be

Multi-OAuth

If the backend uses a non-Entra IDP, configure a second OAuth connection in Bot Service. The SDK supports multiple OAuth configs declaratively — no proxy code changes needed.

Conversation History

M365 Copilot provides a Conversation ID (context.activity.conversation.id) each time a new conversation is created. The proxy receives this ID with every incoming message.

Key facts:

• M365 Copilot shows chat history to the user — the user sees their past messages in the Copilot UI. This history is managed by M365 Copilot itself and is not accessible to the developer. The proxy agent never reads or controls it.
• The backend owns conversation memory — the proxy should not accumulate or manage message history. If the backend is stateful (Foundry, Assistants API), use the Conversation ID to map to a backend thread/session. If the backend manages its own threads (like Foundry's AgentThread), store the backend thread ID in turnState.conversation and reuse it on subsequent messages.
• Stateless backends create a UX mismatch — the user sees chat history in M365 Copilot and assumes the agent remembers prior context. If the backend is stateless (e.g., a raw chat completion API with no thread management), each message is processed independently and the agent has no memory of the conversation. This will confuse users. If you use a stateless backend, you must either:
  1. Add a conversation memory layer in the backend (recommended), or
  2. Make it clear to the user that each message is independent (e.g., in the agent's system prompt or welcome message)

In the current Foundry sample, the proxy creates a Foundry AgentThread on first message and stores its ID in turnState.conversation.threadInfo. Foundry keeps the full message history server-side — the proxy only holds the thread reference.

Tech Stack

• Runtime: Node.js 22/24, TypeScript 5.9+

Core Dependencies (invariant)

Backend-Specific (you replace these)

LLM providers:

| Example | Package | |---------|---------|| | Groq | groq-sdk | | OpenAI | openai | | Anthropic | @anthropic-ai/sdk | | Foundry | @azure/ai-agents |

Orchestrators:

Project Structure

Edit Boundaries in agent.ts

This is the critical file. The backend seam is clearly defined:

REPLACE (the backend seam)

DO NOT MODIFY

Pattern for Backend Replacement

// ── YOUR BACKEND (replace this block) ──────────────────
import YourSDK from "your-backend-sdk";
const client = new YourSDK({ /* auth config from config.ts */ });

// In _handleMessage:
const stream = await client.chat({ messages: history, stream: true });
let reply = "";
for await (const chunk of stream) {
  const delta = /* extract text from chunk */;
  if (delta) {
    reply += delta;
    context.streamingResponse.queueTextChunk(delta);
  }
}
// ────────────────────────────────────────────────────────

If your backend doesn't support streaming, collect the full response, then send it as a single chunk:

const response = await client.chat({ messages: history });
const reply = response.text;
context.streamingResponse.queueTextChunk(reply);

Config Wiring

Every backend environment variable must appear in all relevant places:

Not all vars need all 4 places. Use this matrix:

Rules

• .localConfigs is auto-generated by ATK — never edit by hand; re-run npx atk deploy --env local to regenerate
• For secrets: use ${{SECRET_MY_VAR}} in .env.local → ATK encrypts to .env.local.user
• For production: use Key Vault references in Bicep — never store API keys as plain-text app settings
• If the backend supports TokenCredential / managed identity, no secret env vars are needed — prefer this path
• Do not add empty vars to yml — ATK throws MissingEnvironmentVariablesError

Build Flow

Step 1 — Clone and verify

git clone https://github.com/OfficeDev/microsoft-365-agents-toolkit-samples.git

Start from ProxyAgent-NodeJS. Do not use atk new.

Done when: npm install && npx tsc --noEmit succeeds.

Step 2 — Wire your backend SDK

1. npm install your-backend-sdk
2. Update src/config.ts — add your backend's env vars
3. Update src/agent.ts — replace the backend seam (imports, client init, invoke, stream handling)
4. Update env/.env.local — set your backend values
5. Update m365agents.local.yml — add your vars to the envs block

Done when:

• npx tsc --noEmit passes
• grep confirms your var appears in config.ts, .env.local, and .local.yml
• No adapter-related env vars remain (ADAPTER_ENDPOINT, ADAPTER_API_KEY)

Step 3 — Provision and test locally

Use VS Code F5 (not CLI) for initial local provisioning. ATK creates the dev tunnel, Bot Service registration, SSO app, and generates .localConfigs.

Send a typing indicator before any async work to avoid the Teams 15-second timeout.

Done when: Bot responds in Teams with a reply from your backend SDK.

Step 4 — Verify identity and architecture

• User signs in via SSO (silent, no prompt after first consent)
• --signout clears tokens and session
• --clearcache clears the in-memory agent model cache (useful after updating the backend agent config)
• New conversation = fresh backend session/thread
• Continued conversation = same backend session/thread (conversation history owned by backend, not proxy)
• Response streams in Copilot/Teams (not a single delayed message)
• Backend receives per-user identity/context (if applicable)
• Backend swap is isolated to the intended seam in agent.ts
• If backend is stateless, UX expectation mismatch is addressed (memory layer or user communication)

Done when: All checks pass in Teams.

Step 5 — Deploy to Azure

npx atk provision --env dev    # creates Azure resources
npx atk deploy --env dev       # deploys code
npx atk preview --env dev      # opens in Teams/Copilot

Done when: Bot works in Teams/Copilot pointing at the Azure-hosted App Service, with no secrets in committed files. Verify env/.env.dev has BOT_ID, SSO_APP_ID, AZURE_APP_SERVICE_RESOURCE_ID after provision — do not overwrite these.

Azure Resources (provisioned via Bicep)

When Modifying This Project

• Swapping the AI backend: Replace the backend seam in src/agent.ts — proxy pattern, SSO, and streaming remain unchanged
• Adding message handlers: Extend ProxyAgent class using this.onMessage() or this.onActivity()
• Changing backend config: Update src/config.ts and corresponding env vars (see Config Wiring)
• Updating infrastructure: Modify Bicep in infra/ and parameters in infra/azure.parameters.json
• Updating app manifest: Edit appPackage/manifest.json; toolkit substitutes ${{VAR}} placeholders at build
• Adding RBAC: Managed Identity principal ID is available as a Bicep output

Reference

• Microsoft 365 Agents SDK documentation — root docs for the SDK
• Add user authorization using Federated Identity Credential — app registration, redirect URIs, pre-authorized clients, federated credentials, OAuth connection setup
• ProxyAgent-NodeJS sample
• ProxyAgent-CSharp sample
• AGENTS.md — open format for AI coding agent instructions

Source: OfficeDev/microsoft-365-agents-toolkit-samples — distributed by TomeVault.