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Add 13F.ai to your AI › Microsoft 365 Copilot

Add 13F.ai to Microsoft 365 Copilot.

For Copilot at work. Your administrator turns it on once. Coming soon

13F.ai is not in Microsoft's connector gallery yet. This page describes how it will work once it is, and we will update it the day it appears. Until then, 13F.ai works in Claude, ChatGPT and Gemini.

Which versions of Copilot work
What you need. A work or school Microsoft 365 account with a Microsoft 365 Copilot license, and a 13F.ai account. A Basic 13F.ai account is free and gives Copilot the Congress data (trades, members, bills, votes and PAC donations) and FINRA short interest and short volume. In Copilot, Premium adds every other dataset: insider trades, 13F fund holdings, lobbying, federal contracts and more (you can try it free for 7 days; pricing). On a Basic account Copilot tells you when a question needs Premium; you can still browse that data on the website.
Which versions of Copilot it works with.
  • Work or school accounts only. Personal Microsoft accounts are not covered. Microsoft describes people signing in with their Microsoft Entra work or school credentials and does not mention personal accounts, so the free Copilot app (copilot.microsoft.com, or Copilot in Windows) with a personal Microsoft account is not supported.
  • A Copilot license for each person. Microsoft's licensing table lists federated connectors for the Microsoft 365 Copilot add-on license (and Microsoft 365 E7) and not for Microsoft 365 on its own, Copilot Studio licenses or pay-as-you-go. It does not list Microsoft 365 Copilot Chat without the add-on as a separate case, so we treat Copilot Chat alone as not covered.
  • Where in Copilot. Microsoft's overview lists Copilot Chat, agents, the Researcher agent (read-only) and Copilot in Word, Excel, PowerPoint and Outlook. Its set-up guide only mentions Copilot Chat. 13F.ai is read-only, and we can't test any of these until it is listed.
  • Your administrator turns it on. A Global Administrator or AI Administrator does it in the Microsoft 365 admin center. Microsoft notes that a connector may not be available in every cloud or region, for example GCC.
From Microsoft's licensing table for Copilot connectors, Microsoft's overview of federated connectors and Microsoft's guide to setting up federated connectors.
  1. 1

    Your administrator turns it on

    Once, in the admin.microsoft.com admin center: Copilot, Connectors, Gallery. They choose who gets it. What they do.

  2. 2

    Sign in and approve

    Ask Copilot a question 13F.ai can answer. It asks you to connect. Sign in on 13F.ai (a free account is enough), check that the page names Microsoft and sends you back to teams.microsoft.com, then click Approve. Copilot never sees your password.

  3. 3

    Ask in Copilot

    Copilot looks the answer up in the filings and links each one. You can disconnect 13F.ai from Copilot, or from the Connected apps list on your account page.

For your Microsoft 365 administrator

Microsoft calls this a federated connector: Copilot asks 13F.ai the question at the moment you ask it, and nothing is copied into Microsoft 365. Each person signs in with their own 13F.ai account, so Copilot only reads what that person could read. Roles: Global Administrator or AI Administrator.

  1. Find 13F.ai in the gallery. In the admin.microsoft.com admin center, go to Copilot, then Connectors, then the Gallery tab, and search for 13F.ai.
  2. Allow external publishers. Under Agents, Settings, Agent and plugin access, make sure agents and plugins built by external publishers are allowed. If that setting is off, you can still enable 13F.ai on its own.
  3. Choose who gets it. Open 13F.ai under Your connections, use Staged rollout to pick users or groups (or deploy to everyone), and check User access under Agents, Settings: it sets the most people who can use agents and connectors.
  4. Wait a few minutes. Microsoft says a change can take up to 10 minutes. People may need to refresh Copilot or start a new conversation.

13F.ai only reads: every tool is read-only, so it never asks for approval to change anything. A person can disconnect at any time, and you can disable or block the connector in the same place where you turned it on.

Trouble

If Copilot says a question needs the Premium plan, you asked for something outside the free data (Congress, FINRA short selling), or your trial or subscription isn't active: see pricing. If you can't find 13F.ai in the gallery, your administrator may not have turned on external connectors yet, or it may not be listed in your Microsoft cloud. Write to support@13f.ai and tell us what Copilot showed you.

Amounts in congressional trades are disclosed ranges, not exact figures, and filings can arrive up to 45 days after a trade. This is information, not investment advice (disclaimer).

These steps follow Microsoft's overview of federated connectors and Microsoft's guide to setting up federated connectors. Menus move from time to time, so a name may differ slightly in your version.

Basic: Congress data. Premium: all 44 datasets. Start 7-day free trial Card required.