Microsoft Copilot security directory

WorkPoint 365

Published by WorkPoint 365

High risk

WorkPoint 365 is a Microsoft 365–native platform for managing structured business information across projects, cases, quality processes, and HR workflows. This connector enables automated interactions with WorkPoint 365 data through certified actions and triggers, helping organizations build reliable integrations and streamline business processes.

Security assessment

Plutonium assessed this connector for permissions, capabilities, and security-relevant behavior.

  • Reads your private information: This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.
  • Can change or update your information: This connector can edit, rename, overwrite, or otherwise modify records in the connected service. If a request gets manipulated, your data could be altered without you noticing.
  • Can send messages as you: This connector can post messages, emails, or notifications on your behalf. Recipients will believe the message came from you, which makes phishing or social-engineering risks higher.
  • Can execute code or queries: This connector can run arbitrary queries or code against a database or execution engine. An AI-generated query could be manipulated to exfiltrate, corrupt, or destroy data.
  • Sends your data to outside companies: Anything you share with this connector flows to a third-party service. That company sees, stores, and may use the data according to their own policies.

Available capabilities

This add-on exposes 45 tools or capabilities.

  • Adds a document to a digital signature transaction
  • Archive team
  • Change welcome page
  • Changes the stage for an entity
  • Completes a document in a digital signature transaction
  • Completes a document in a digital signature transaction (Base64)
  • Compress to ZIP file
  • Concatenate multiple files and save as PDF
  • Converts a document to pdf and saves it to a list
  • Converts selected documents to PDFs
  • Copy or move documents
  • Create a List Item
  • Create a notification
  • Create activity
  • Create business module entity in WorkPoint
  • Create item
  • Create team
  • Create Word document from a template
  • Create Word document from a template and returns as html
  • Creates a log entry for a digital signature transaction
  • Declare document as record
  • Executes an action on a business module entity
  • Generates a xwsse header to use for digital signature
  • Get entity

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