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docs: add Work IQ MCP guided setup instructions and wire routing #381

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b124d98
docs: add Work IQ MCP guided setup instructions and wire routing
biswapm Apr 22, 2026
69c7206
docs: add SDK wiring task (Task E) to Work IQ instructions
biswapm Apr 22, 2026
ce49bc1
Update docs/agent365-guided-setup/a365-workiq-tools-instructions.md
biswapm Apr 22, 2026
400b61f
docs: document BEARER_TOKEN_<SERVER_NAME_UPPER> per-server token conv…
biswapm Apr 22, 2026
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16 changes: 13 additions & 3 deletions docs/agent365-guided-setup/README.md
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Expand Up @@ -26,22 +26,32 @@ Use this file when the user asks to:
- Integrate OpenTelemetry or the Agent 365 observability stack
- Monitor agent activity or usage

### "Add Work IQ tools" / "Enable MCP tool servers" / "Set up MCP integrations"

**→ Open and follow: [a365-workiq-tools-instructions.md](a365-workiq-tools-instructions.md)**

Use this file when the user asks to:
- Add Work IQ tools or MCP (Model Context Protocol) integrations to their agent
- Enable Microsoft 365 tool servers (Mail, Calendar, Teams, SharePoint, OneDrive, etc.)
- Configure `ToolingManifest.json` or run `a365 setup permissions mcp`
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Copilot AI Apr 22, 2026

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There is an extra trailing backtick in the inline code span for a365 setup permissions mcp, which breaks Markdown formatting. Remove the extra backtick so the command renders correctly.

Copilot uses AI. Check for mistakes.
- Run `a365 develop list-available` or `a365 develop add-mcp-servers`

---

## If the intent is unclear

If the user's request matches more than one category, or you are unsure, ask:

> "Are you looking to (1) set up your agent for Agent 365 compliance, or (2) add observability/telemetry to an existing agent?"
> "Are you looking to (1) set up your agent for Agent 365 compliance, (2) add observability/telemetry, or (3) add Work IQ MCP tool integrations to an existing agent?"

Wait for the answer, then open the appropriate file above.

---

## What NOT to do

- Do NOT open both instruction files. Open the one file that matches the task and follow it exclusively.
- Do NOT treat "make my agent A365 compliant" as including observability. Setup and observability are separate tasks with separate instruction files.
- Do NOT open more than one instruction file. Open the one file that matches the task and follow it exclusively.
- Do NOT treat "make my agent A365 compliant" as including observability or Work IQ. Setup, observability, and Work IQ are separate tasks with separate instruction files.
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- Do NOT glob, search, or read files in the broader repository before reading the instruction file.
- Do NOT fetch external URLs or documentation before reading the instruction file.
- Do NOT ask clarifying questions beyond the one above if the intent is clear.
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2 changes: 1 addition & 1 deletion docs/agent365-guided-setup/a365-observability-instructions.md
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Expand Up @@ -227,7 +227,7 @@ internal sealed class ObservabilityTokenService : BackgroundService
> - ...
> - Tracing exports to the A365 service by default. To disable locally: set `"EnableAgent365Exporter": false` in `appsettings.Development.json` (or the equivalent local env override for your platform)

Do NOT add commentary, next-step suggestions, or further output after this summary.
Do NOT add commentary or further output after this summary — **with one exception**: if `capabilities` (from the parent setup session) includes "Work IQ", immediately follow `#file:a365-workiq-tools-instructions.md` after outputting the summary above. Do NOT ask the user.

---

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6 changes: 4 additions & 2 deletions docs/agent365-guided-setup/a365-setup-instructions.md
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Expand Up @@ -600,7 +600,9 @@ After `a365 setup all` completes, show the user exactly this — nothing more, n

Mark all todos as completed, then check `capabilities`:

> **If `capabilities` includes "Observability"** (`agentType = 1` with Observability or Observability and Work IQ, or `agentType = 2` with Discoverability and Observability or Discoverability, Observability, and Work IQ): immediately start following `#file:a365-observability-instructions.md`. The user already selected observability — do NOT ask again, just proceed.
> **If `capabilities` includes "Observability"** (`agentType = 1` with Observability or Observability and Work IQ, or `agentType = 2` with Discoverability and Observability or Discoverability, Observability, and Work IQ): immediately start following `#file:a365-observability-instructions.md`. The user already selected observability — do NOT ask again, just proceed. When observability is complete, if `capabilities` also includes "Work IQ", immediately follow `#file:a365-workiq-tools-instructions.md` — do NOT ask again.
>
> **If `capabilities` includes "Work IQ" but NOT "Observability"**: immediately follow `#file:a365-workiq-tools-instructions.md`. Do NOT ask the user — just proceed.
>
> **Otherwise**: say to the user verbatim:
> "Your agent is provisioned. Would you like to add observability so you can trace LLM calls, tool dispatches, and agent-to-agent calls?"
Expand Down Expand Up @@ -788,7 +790,7 @@ If your agent instance isn't working as expected, see the Troubleshooting sectio
### Step 5 completion

> **REQUIRED — do not skip this step.**
> AI Teammate includes observability. Immediately start following `#file:a365-observability-instructions.md`. Do NOT ask the user — just proceed.
> AI Teammate includes observability and Work IQ. Immediately start following `#file:a365-observability-instructions.md`. Do NOT ask the user — just proceed. When observability is complete, immediately follow `#file:a365-workiq-tools-instructions.md`. Do NOT ask the user.

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