FinOps Agent — Microsoft Copilot Studio Sample

A production-ready FinOps Advisor agent built with Microsoft Copilot Studio. Helps organizations understand, manage, and optimize Microsoft cloud spending across Azure, Microsoft 365, Copilot, AI Foundry, and Fabric — grounded in official Microsoft Learn documentation.

   

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What This Agent Does

The FinOps Agent applies FinOps Foundation principles to Microsoft cloud services, giving your team instant, grounded guidance on:

Domain	Coverage
Azure Cost Management	Budgets, alerts, reservations, savings plans, right-sizing
Microsoft 365	E3/E5 licensing, license optimization, usage analytics
Microsoft Copilot	M365 Copilot licensing, Copilot Studio consumption billing, ROI
Microsoft Foundry	Token-based pricing, model deployment costs, AI workload optimization
Microsoft Fabric	Capacity units, workload cost management, reserved capacity
FinOps Best Practices	Chargeback/showback, tagging, budgeting, forecasting, cost allocation

All answers are grounded in official Microsoft Learn documentation through semantic search — no hallucinations, no guesswork.

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Agent Architecture

FinOps Agent/
├── agent.mcs.yml           # Core agent config, instructions & AI settings
├── settings.mcs.yml        # Access control, auth, generative AI features
├── icon.png                # Agent icon
├── knowledge/              # 6 Microsoft Learn knowledge sources
│   ├── azure-cost-management-billing.knowledge.mcs.yml
│   ├── finops-with-azure.knowledge.mcs.yml
│   ├── azure-ai-foundry.knowledge.mcs.yml
│   ├── copilot-for-microsoft-365.knowledge.mcs.yml
│   ├── microsoft-365-licensing-pricing.knowledge.mcs.yml
│   └── microsoft-fabric-pricing-capacity.knowledge.mcs.yml
└── topics/                 # 13 conversation topics
    ├── ConversationStart.mcs.yml
    ├── Search.mcs.yml      # Conversational boosting / main knowledge search
    ├── Greeting.mcs.yml
    ├── Fallback.mcs.yml
    ├── Escalate.mcs.yml
    └── ...

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Prerequisites

Before you deploy, make sure you have:

• A Microsoft 365 tenant with Copilot Studio license
• Copilot Studio access (aka.ms/copilotstudio)
• The Copilot Studio VS Code extension installed (install here)
• VS Code (latest stable version)
• Git installed locally

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Deploy in 7 Steps

Step 1 — Clone This Repository

git clone https://github.com/renatoromao/copilotstudio-samples-finops.git
cd copilotstudio-samples-finops

Step 2 — Open in VS Code

code .

Step 3 — Create a New Agent in Copilot Studio

1. Go to Copilot Studio and sign in.
2. Click Create → New agent.
3. Give it a name (e.g. My FinOps Agent1) and complete the setup wizard.
4. Once created, note the agent name — you'll use it in the next step.

Step 4 — Clone Your Agent Locally via the VS Code Extension

1. In VS Code, open the Copilot Studio panel from the Activity Bar (left sidebar).
2. Click Sign in and authenticate with your Microsoft 365 account.
3. Select the Environment where you created the agent.
4. Find your agent in the list and click Clone (or Open locally) to pull it into a local folder on your machine.

Step 5 — Copy the FinOps Agent Files into Your Local Agent Folder

From this repository, copy the following files and folders into your locally cloned agent folder, replacing any existing files with the same name:

FinOps Agent/
├── agent.mcs.yml        ← copy and replace
├── knowledge/           ← copy entire folder and replace
└── topics/              ← copy entire folder and replace

Make any customizations you need at this point — edit agent.mcs.yml to adjust instructions, add/remove knowledge sources in knowledge/, or modify topics in topics/.

Step 6 — Apply Changes via the Extension

1. Back in VS Code, open the Copilot Studio panel.
2. Click Apply Changes (or Publish) to push your local changes back to Copilot Studio.
3. Wait for the extension to confirm the changes were applied successfully.

Step 7 — Test in Copilot Studio

1. Open Copilot Studio and navigate to your agent.
2. Click Test in the top-right corner to open the test chat panel.
3. Start a conversation and validate the agent's responses.

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Try It Out

Once deployed, test it with prompts like:

• "What is the best Azure savings plan for a predictable workload?"
• "How do I set up a budget alert in Azure Cost Management?"
• "What's the difference between Microsoft 365 E3 and E5 from a cost perspective?"
• "How is Microsoft Copilot Studio billed?"
• "How do I optimize Microsoft Fabric capacity costs?"

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Knowledge Sources

The agent automatically searches these official Microsoft Learn docs:

Source	URL
FinOps with Azure	https://learn.microsoft.com/azure/cost-management-billing/finops/
Azure Cost Management + Billing	https://learn.microsoft.com/azure/cost-management-billing/
Microsoft Fabric	https://learn.microsoft.com/fabric/
Microsoft Foundry	https://learn.microsoft.com/azure/ai-foundry/
Microsoft 365	https://learn.microsoft.com/microsoft-365/
Copilot for Microsoft 365	https://learn.microsoft.com/copilot/microsoft-365/

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Customization Tips

What to Change	Where
Agent instructions / persona	agent.mcs.yml → instructions
Knowledge sources	knowledge/ — add or edit .knowledge.mcs.yml files
Conversation topics	topics/ — add or edit .mcs.yml files
Auth & access control	settings.mcs.yml
Agent icon	Replace icon.png (512×512 PNG recommended)

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Part of the Copilot Studio Samples Collection

This repo is part of a growing collection of Microsoft Copilot Studio sample agents — each in its own repository, ready to clone and deploy.

More samples coming soon. Follow along to be notified when new agents drop.

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About the Author

Built by Renato Romão — 6x Microsoft MVP (Copilot Studio & Microsoft Foundry).

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License

This project is licensed under the MIT License.

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Made with ❤️ for the Microsoft community