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1-7 of 7office-agents/connectors-and-skills Changed · +7 / -5 lines
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88> [!NOTE]
99>
10> Connectors and Skills are available when you sign in with your Claude
11> account directly. When connecting through a third-party platform such
12> as Amazon Bedrock, Google Cloud Vertex AI, Azure AI Foundry, or an LLM
13> gateway, these capabilities may not be available. See the feature
14> comparison in
10> This page describes Connectors and Skills when you sign in with your
11> Claude account directly. When connecting through a third-party platform
12> such as Amazon Bedrock, Google Cloud Vertex AI, Azure AI Foundry, or an
13> LLM gateway, connectors are the MCP servers your admin configures.
14> Skills from your Claude settings aren't available there, but built-in
15> skills, skills your admin provides, and skills you upload are. See the
16> feature comparison in
1517> [Use Claude for M365 with third-party platforms](https://claude.com/docs/office-agents/third-party-platforms.md)
1618> for the current status by connection mode.
1719
office-agents/third-party-platforms Changed · +22 / -14 lines
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116116| `<resource>.services.ai.azure.com` | If using Foundry direct | Azure AI Foundry inference endpoint; replace `<resource>` with your resource name. |
117117| Your Vertex AI gateway URL | If using Vertex AI direct through your own gateway | The gateway or proxy set in `gcp_base_url`. Connections made while it is set do not call `aiplatform.googleapis.com` or `<region>-aiplatform.googleapis.com`. Google sign-in still uses `accounts.google.com` and `oauth2.googleapis.com`. |
118118| Your Foundry gateway URL | If using Foundry direct through your own gateway | The gateway or proxy set in `azure_base_url`. Connections made while it is set do not call `<resource>.services.ai.azure.com`. |
119| Your MCP server URLs | If using connectors | The remote MCP servers listed in `mcp_servers`. The task pane calls them directly from the user's machine, so each must allow CORS for `https://pivot.claude.ai`. For servers that use OAuth sign-in, the same applies to their authorization server. |
119120| `graph.microsoft.com` | If using Outlook | Microsoft Graph mailbox and calendar API. |
120121
121122If Anthropic serves your add-in settings from your Claude organization,
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592593
593594**2. Authenticate**
594595
595For Bedrock (Excel, PowerPoint, and Word only), sign in with your
596For Bedrock, sign in with your
596597Microsoft work account. The add-in uses your Entra ID token to
597598assume the AWS role your admin
598599configured, so no separate AWS credentials are needed.
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11111112send inference requests to your organization's infrastructure instead,
11121113and your IT team controls how that traffic is routed and logged.
11131114
1114Some features that rely on a Claude account are not available through
1115third-party platforms yet. Support is being added. A member who signs in
1115Some features work differently through third-party platforms, and
1116others aren't available. A member who signs in
11161117with a Claude account to an organization whose settings Anthropic
11171118serves is in the third-party platform column too, because inference
11181119goes to a gateway or cloud provider.
from line 1123
11221123| Chat with your spreadsheet, deck, document, or email | Yes | Yes |
11231124| Read and edit cells, slides, formulas, and document text | Yes | Yes |
11241125| Read, search, and triage your mailbox and calendar (Outlook) | Yes | Yes |
1125| Connectors (S\&P, FactSet, and others) | Yes | Coming soon |
1126| Connectors (S\&P, FactSet, and others) | Yes | Yes: remote MCP servers your admin configures. There's no connector directory, and users can't add their own. |
11261127| Working across apps | Yes | No |
11271128| Dictation | Yes | No |
1128| Skills | Yes | Coming soon |
1129| File uploads | Yes | No |
1130| Web search | Yes | Vertex direct, Foundry direct, and gateways the add-in detects as routing to a Foundry-compatible upstream |
1131| Code execution | Yes | Foundry direct, and gateways the add-in detects as routing to a Foundry-compatible upstream |
1129| Skills | Yes | Yes: built-in skills, skills your admin provides, and skills users upload. |
1130| File uploads | Yes | Yes, but uploaded files aren't available to code execution. |
1131| Web search | Yes | Vertex AI direct, Foundry direct, and gateways the add-in detects as routing to Vertex AI, Foundry, or the Anthropic API, where the provider allows it. The add-in checks when it connects and when you change models. Not available on Bedrock. |
1132| Code execution | Yes | Foundry direct, and gateways the add-in detects as routing to Foundry or the Anthropic API, where the provider allows it, checked the same way. Not available on Bedrock or Vertex AI. |
11321133
1133If your team needs these features, talk to your Claude admin about
1134which sign-in path fits your organization.
1134On a gateway using `gateway_api_format: anthropic`, the add-in tells
1135where requests go from the `id` in the gateway's response, so the gateway
1136must pass the provider's response ID through unchanged.
11351137
1138If your team needs a feature that isn't available on your path, talk to
1139your Claude admin about which sign-in path fits your organization.
1140
11361141## Troubleshooting
11371142
11381143### "Connection refused" or network error
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11991204
12001205### A feature I expected is not available
12011206
1202Connectors, Skills, file uploads, dictation, and working across apps are
1203not available through third-party platforms yet. If you need these, ask your
1204admin about signing in with a Claude account instead.
1207Dictation and working across apps aren't available through third-party
1208platforms, and connectors are limited to the MCP servers your admin
1209configures. If you need these, ask your admin about signing in with a
1210Claude account instead. Web search and code execution depend on where
1211your gateway or cloud provider sends requests; see
1212[Differences from signing in with a Claude account](#differences-from-signing-in-with-a-claude-account).
12051213
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236236audit logs. For Enterprise organizations with the
237237[Compliance API](https://platform.claude.com/docs/en/manage-claude/compliance-api)
238238enabled, Claude for Excel sessions are included in the Compliance API.
239This coverage is in public beta and requires no additional setup: the
240same Compliance Access Keys apply.
239This coverage requires no additional setup: the same Compliance Access
240Keys apply.
241241
242242## Current limitations
243243
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460460included in Enterprise audit logs. For Enterprise organizations with the
461461[Compliance API](https://platform.claude.com/docs/en/manage-claude/compliance-api)
462462enabled, Claude for Outlook sessions are included in the Compliance API.
463This coverage is in public beta and requires no additional setup: the
464same Compliance Access Keys apply.
463This coverage requires no additional setup: the same Compliance Access
464Keys apply.
465465
466466## Prompt injection risks
467467
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269269audit logs. For Enterprise organizations with the
270270[Compliance API](https://platform.claude.com/docs/en/manage-claude/compliance-api)
271271enabled, Claude for PowerPoint sessions are included in the Compliance
272API. This coverage is in public beta and requires no additional setup:
273the same Compliance Access Keys apply.
272API. This coverage requires no additional setup: the same Compliance
273Access Keys apply.
274274
275275## Current limitations
276276
office-agents/word Changed · +2 / -2 lines
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319319audit logs. For Enterprise organizations with the
320320[Compliance API](https://platform.claude.com/docs/en/manage-claude/compliance-api)
321321enabled, Claude for Word sessions are included in the Compliance API.
322This coverage is in public beta and requires no additional setup: the
323same Compliance Access Keys apply.
322This coverage requires no additional setup: the same Compliance Access
323Keys apply.
324324
325325Claude reads the content of your currently open document, including
326326text, comments, tracked changes, footnotes, tables, and bookmarks. It
office-agents/work-across-apps Changed · +2 / -2 lines
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123123Enterprise audit logs or data exports. For Enterprise organizations with
124124the [Compliance API](https://platform.claude.com/docs/en/manage-claude/compliance-api)
125125enabled, add-in sessions are included in the Compliance API. This
126coverage is in public beta and requires no additional setup: the same
127Compliance Access Keys apply.
126coverage requires no additional setup: the same Compliance Access Keys
127apply.
128128
129129Chat history is stored locally in your browser and can be cleared from
130130Settings at any time. The add-ins also send your conversations to