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@jondoesflow/copilot-studio-action-mapper

v1.0.6

Published

Test and manage Custom APIs/Actions for Copilot Studio integration. Generate schemas, test actions with sample inputs, and validate responses for AI consumption.

Readme

Copilot Studio Action Mapper

A Power Platform Toolbox tool that simplifies testing and integrating Custom APIs from Dataverse into Microsoft Copilot Studio.

What Does This Tool Do?

The Copilot Studio Action Mapper helps you bridge the gap between Dataverse Custom APIs and Microsoft Copilot Studio by:

  1. Browsing Custom APIs: Displays all Custom APIs in your Dataverse environment in an easy-to-navigate interface
  2. Testing Actions: Executes Custom APIs with sample inputs and shows real-time JSON responses
  3. Generating OpenAPI Schemas: Auto-generates OpenAPI 2.0 (Swagger) specifications that Copilot Studio requires for REST API actions
  4. Validating Responses: Ensures your API responses are properly formatted for AI consumption
  5. Exporting Documentation: Creates comprehensive JSON documentation for team collaboration

Why Use This Tool?

Save Time

  • No Manual Schema Writing: Automatically generates the exact OpenAPI 2.0 format that Copilot Studio expects
  • Instant Testing: Test your Custom APIs without writing code or using Postman
  • One-Click Export: Copy schemas directly to clipboard for immediate use in Copilot Studio

Reduce Errors

  • Correct Format Guaranteed: Generates valid OpenAPI 2.0 Swagger specifications every time
  • Type Mapping: Automatically maps Dataverse data types to Swagger types
  • Validation Before Integration: Test APIs before connecting them to your copilots

Improve Collaboration

  • Visual API Browser: See all your Custom APIs at a glance
  • Documentation Export: Share API specifications with your team
  • Clear Parameter Display: View input requirements and output properties before testing

Official Documentation

For more information about using Custom APIs with Copilot Studio:

📖 Usage

1. Connect to Environment

  • Open Power Platform Toolbox
  • Connect to your Dataverse environment
  • Launch "Copilot Studio Action Mapper"

2. Browse Custom APIs

  • All Custom APIs will load automatically in the left sidebar
  • Use the search box to filter by name or description
  • 🔵 Function APIs are marked with a blue icon
  • ⚡ Action APIs are marked with a lightning icon

3. Test an Action

  1. Select an API from the list
  2. Review the parameters in the "Input Parameters" section
  3. Enter test values in the "Test Action" section
  4. Click "Execute Action" to run the test
  5. View the response in JSON format

4. Generate Copilot Schema

  1. Select a Custom API
  2. Click "Generate Copilot Schema" button
  3. Copy the generated schema
  4. Use it in Copilot Studio when configuring actions

5. Export Documentation

  1. Select a Custom API
  2. Click "Export Documentation" button
  3. Save the JSON file with complete API documentation

🎯 Use Cases

For Copilot Studio Developers

  • Test Custom APIs before integrating them into Copilot Studio
  • Generate schemas to streamline Copilot configuration
  • Validate responses to ensure AI-friendly formats
  • Document actions for team collaboration

For Power Platform Developers

  • Debug Custom APIs by testing with different inputs
  • Verify parameter types and requirements
  • Understand API structure through visual representation
  • Share API specifications with stakeholders

🔧 Technical Details

Custom API Types Supported

  • Actions: Standard actions that modify data or trigger processes
  • Functions: Read-only functions that return data
  • Bound APIs: APIs bound to specific entities
  • Unbound APIs: Global APIs not tied to entities

Parameter Types

The tool supports all Dataverse parameter types:

  • Boolean
  • DateTime
  • Decimal
  • Entity
  • EntityCollection
  • EntityReference
  • Float
  • Integer
  • Money
  • Picklist
  • String
  • StringArray
  • Guid

Generated Schema Format

The tool generates OpenAPI 2.0 (Swagger) specifications that Copilot Studio requires for REST API actions:

{
  "swagger": "2.0",
  "info": {
    "title": "API Display Name",
    "description": "API Description",
    "version": "1.0.0"
  },
  "paths": {
    "/api_name": {
      "post": {
        "operationId": "api_uniquename",
        "summary": "API Display Name",
        "parameters": [...],
        "responses": {
          "200": {
            "description": "Success",
            "schema": {
              "type": "object",
              "properties": {...}
            }
          }
        }
      }
    }
  },
  "securityDefinitions": {
    "oauth2": {...}
  }
}

This format is directly compatible with Copilot Studio's REST API connector requirements.

🛠️ Development

Project Structure

copilot-studio-action-mapper/
├── src/
│   └── app.ts          # Main TypeScript application
├── index.html          # UI layout
├── styles.css          # Styling
├── package.json        # Package configuration
├── tsconfig.json       # TypeScript configuration
└── README.md           # Documentation

Key Technologies

  • TypeScript: Type-safe development
  • PPTB APIs:
    • toolboxAPI: Connection, notifications, clipboard
    • dataverseAPI: FetchXML, action execution
  • Modern CSS: Responsive, accessible design

📝 Known Limitations

  1. Bound API Testing: Requires a record ID (currently shows TODO_RECORD_ID)
  2. Complex Types: Entity and EntityCollection inputs need JSON format
  3. Authentication: Uses the active PPTB connection

🤝 Contributing

Contributions are welcome! Please:

  1. Fork the repository
  2. Create a feature branch
  3. Submit a pull request

📄 License

MIT License - See LICENSE file for details

🙏 Acknowledgments

  • Built for Power Platform Toolbox
  • Inspired by the need for better Copilot Studio integration tools
  • Thanks to the XrmToolBox community for inspiration

📧 Support

For issues, questions, or suggestions:

🔗 Related Resources


Made with ❤️ for the Power Platform community