Maybe reconnecting is all I needed to do. It looks like it works now!
I did have the SalesOrder_List tool available to me yesterday. It just wouldn’t use it.
Microsoft recently changed their copilot studio to use the GitHub copilot harness or their older Standard harness. The UX is different between the two, but you can achieve the same thing either way.
Any chance at supporting other BO endpoints other than GetList and GetByID? For example, I want to use TimePhasSvc to get the time phase for the part. Through tracing, I would need the GoProcessTimePhase endpoint. I suppose I could create a function.
So you can do timephase via a Function as you mentioned (you can use the function skill to make it )
I purposely did only GetList and GetByID because I want “write” operations to be VERY intentional.
However, I’ll add timephase specifically to the backlog and maybe other read only BOs.
We are activelly using this right now in our MRP SKill currently working on answering things like Capable to Promise, Why did MRP Do X, Why did I get this suggestion, What jobs or parts are at risk etc. Working a skill pack for that, in the meantime
let me grab that function
Function: CutovaMRP.efxb (23.6 KB)
Thanks! yeah the workflow we’ve been doing internally over the last few months has been amazing for us at SG
Come up with a Goal, Write / Find / Enable the Tools, Write a Skill, and Publish it.
Right now our Sales Force is testing around Invoice / Customer Service Commissions
and our internal dev team is using it for Kinetic Uplifts, Functions, and BAQs daily
But it does make it super easy to add new functionality that these agents didn’t have before. And know that sounds cheeky coming from me, but I honestly built this for ourselves internally and it worked so well that I felt I had to share it outside.
Anyway, let me know if you find anything else I am more than happy to support other endpoints etc.
Ah got it, still I will get you a compatible cab the cab we have published right now is for 2025.2. But that’s an easy fix, unfortunatelly EPicor does’nt make it easy to have all these being backwards compatible so I have to make a new one for each major version.
This was the 1 error i got during the import process.
[9/17/2026 12:47:34 PM] ‘UBC_Customization’ query created by ‘manager’ user in ‘’ company
[9/17/2026 12:47:34 PM] System query cannot be overwritten
[9/17/2026 12:47:34 PM] Error Import cancelled or failed for ‘UBC_Customization’.