Microsoft Copilot
Carbone MCP on the Azure MCP Center, wire branded document generation into every Copilot
Branded document generation inside every Copilot
Microsoft Copilot already lives where your documents live, inside Word, Excel, PowerPoint, Outlook, SharePoint, and Teams. Carbone closes the loop. Drop a Carbone template in SharePoint, install the Carbone MCP server from the Azure MCP Center, and Copilot can generate personalised, branded, batchable documents from any data Microsoft 365 already has.
Why Microsoft shops choose Carbone:
- Carbone MCP on the Azure MCP Center. One click to add Carbone as a tool inside Copilot Studio, GitHub Copilot, or any Azure AI Foundry agent. No custom plugin to build, no security review delays.
- Templates designed in the apps your team already uses. Word, Excel, and PowerPoint are the Carbone template editor. Your finance, legal, or HR team owns the template. Copilot fills in the data. Carbone renders the output.
- Native to the Microsoft 365 stack. Trigger Carbone from Power Automate, Power Apps, Logic Apps, or directly inside a Copilot Studio agent. Source the data from Dataverse, SharePoint Lists, Dynamics 365, or Outlook.
- 100+ output formats. PDF, DOCX, XLSX, PPTX, ODT, ODS, CSV, HTML, Markdown, JPEG, PNG. Real editable Office files, not screenshots embedded in a DOCX wrapper.
- Available on Azure inference too. Use Carbone with any model in the Azure AI Foundry catalogue, including the Azure OpenAI GPT family, Phi, Mistral, and Llama. The same MCP server works for all of them.
- Battle-tested for 7+ years. Carbone powers production document workflows in finance, legal, healthcare, and the public sector.
Get it on Azure MCP Center Set up the Carbone MCP Install the Carbone Skill
Copilot document generation workflows: reports, invoices, and contracts
- Microsoft 365 Copilot in Word. A finance manager opens Word, asks Copilot to "produce the March invoice for Acme Corp from the order data in SharePoint", and Carbone renders the branded invoice from your approved template. No screenshot wrapped in a DOCX file, no copy-paste, just the real editable invoice.
- Copilot Studio agents. Build a custom agent on Copilot Studio that talks to your Dataverse and ERP, ask it for a quarterly board pack, Carbone renders the branded PPTX with charts, financials, and the exec summary template.
- GitHub Copilot for template migration. Paste an existing Docxtemplater, Jinja, Handlebars, JasperReports, Apache POI, Aspose, Conga Composer, PDF Butler, or OpenText Exstream template into Copilot Chat, and watch it rewrite the file as clean Carbone tags. The Carbone Skill enforces correct syntax for loops, filters, formatters, and conditionals.
- Sales contract automation from Dynamics 365. Deal closes, Power Automate calls Carbone's API, the personalised contract lands in the customer's SharePoint folder ready for signature.
- Bulk personalised documents. A SharePoint List of 500 employee records plus one Carbone template becomes 500 branded onboarding packs in a single batch render — Carbone handles the loop, so there's no Power Automate fan-out to build.
- Outlook-triggered documents. Incoming customer email parsed by Copilot, Carbone renders the personalised response letter from your support template, draft saved to Outlook for review.
Copilot to PDF: turn HTML or Markdown into a polished document
GitHub Copilot and Microsoft 365 Copilot are strong HTML and Markdown authors, and Carbone renders both as native template formats. Ask one to draft an investor report, a resume, or a product datasheet in HTML/CSS or Markdown, then hand the result to Carbone: one API call returns a print-ready PDF (or DOCX, ODT) with page breaks, headers, footers, loops, conditions, and your brand styles.
Reach for this pattern when you don't need a pre-existing Office template — one-off internal reports, marketing collateral, or product brochures.
See the HTML templates and Markdown templates guides for the syntax and best practices.
Where Copilot's native file generation falls short
Letting Copilot build the whole file is great for a one-off draft. For production document workflows, three things break, and Carbone fixes each:
✗ Not repeatable. The same prompt yields a different file each run, with layout, fonts, and branding drifting from page to page, so testing, versioning, and automation fall apart.
✓ Carbone renders the same document every time from one template and one JSON payload.
✗ Fragile, locked-down files. AI output can look fine yet refuse to open cleanly, break its own formulas, or flatten tables and text into images you cannot edit.
✓ Carbone fills a real Office template instead of writing the file from scratch, so every result is structurally valid and fully editable.
✗ Expensive at scale. Generating full documents burns tens of thousands of tokens each, and a small edit regenerates large sections.
✓ Carbone uses predictable pricing instead — a fixed document quota, usage-based billing, or a flat rate for unlimited rendering.
Bottom line: Copilot helps you draft the template and the wording; Carbone handles the part that has to be exact — merging your data to produce the same document every time.
Carbone Skill and MCP: render documents from Microsoft Copilot
The Carbone Skill is the knowledge layer. Loaded into GitHub Copilot, Copilot Studio, or any Azure AI Foundry agent, it teaches the model the full Carbone templating language: tag syntax, formatters, conditions, loops, :set patterns, HTML and Markdown templates, and best practices. The model then writes correct Carbone templates on the first try.
The Carbone MCP server is the action layer — a document generation MCP for AI agents. Installed from the Azure MCP Center, it gives Copilot direct access to Carbone: upload templates, render documents, convert formats, and manage your template storage, all from inside the chat, the agent, or the IDE.
Learn more about the Carbone Skill Learn more about the Carbone MCP
Document automation at scale
Beyond the Microsoft stack, Carbone integrates with n8n, Make, Zapier, Salesforce, HubSpot, Odoo, and many other tools. Build the template once with Copilot, generate documents at scale, automatically.
Carbone works with every AI assistant
Explore the dedicated pages for Claude, ChatGPT, Meta Llama, Vibe by Mistral, Google Gemini, and DeepSeek.
Trusted by 800+ paid customers in 40+ countries
