Skip to content

Finance Agents SAP BTP Connector (Independent Publisher) #3841

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
wants to merge 5 commits into
base: dev
Choose a base branch
from
Open
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Original file line number Diff line number Diff line change
@@ -0,0 +1,41 @@
# Finance Agents SAP BTP Connector

The Finance Agents SAP BTP Connector enables integration between the Microsoft Copilot for Finance Outlook Add-in and any SAP ERP system, using the SAP Business Technology Platform (BTP) as a middleware layer. The connector exposes a REST API on BTP, which in turn communicates with the underlying ERP system via its native APIs. This setup allows the Copilot for Finance add-in to securely access and interact with ERP data through a Power Platform custom connector, using OAuth 2.0 authentication.

## Prerequisites
You will need the following to proceed:
- A Microsoft Power Apps or Power Automate plan with custom connector feature
- The Finance Agents SAP BTP Connector MTAR package to deploy on SAP BTP
- An SAP ERP system: S/4HANA (On-premise / Private / Public Cloud) or SAP ECC 6.0

## Supported Operations
The connector supports the following operations.

### Contacts
- List contacts: Retrieves ERP contacts based on email or phone number
- Create contact: Creates a new contact in the ERP system
- Update contact: Updates an existing contact in the ERP system

### Customers
- List customers: Retrieves a list of customers from the ERP system
- Account statement: Provides a customer's account statement in PDF format
- Activities: Retrieves a list of customer-related activities
- Aged balances: Returns aging balance reports for a customer
- Invoice documents: Downloads invoice documents in PDF or ZIP format
- Outstanding invoices: Lists outstanding invoices for a customer

### Invoices
- Invoice statuses: Returns possible statuses for customer invoices
- Update invoice status: Allows updating the status and promise-to-pay date of an invoiceProvides a list of customers.

## Obtaining Credentials
Custom connector needs to use OAuth2.0 authentication. More details could be found in the [documentation](https://learn.microsoft.com/en-us/copilot/finance/get-started/custom%20connectors/define-openapi-definition#review-authentication-type)

## Known Issues and Limitations
None.

## Deployment Instructions
Follow those [instructions](https://learn.microsoft.com/en-us/copilot/finance/get-started/custom%20connectors/define-openapi-definition).

## Documentation
More details could be found in the [documentation](https://learn.microsoft.com/en-us/copilot/finance/get-started/custom%20connectors/overview-custom-connectors).
Loading
Loading