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https://github.com/ericchansen/agent-demo

AI sales agent accelerator for Microsoft Fabric — prototype with Copilot CLI, deploy to M365 via Foundry
https://github.com/ericchansen/agent-demo

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AI sales agent accelerator for Microsoft Fabric — prototype with Copilot CLI, deploy to M365 via Foundry

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README

          

# Fabric Sales Agent Accelerator

> 📖 **[Full documentation](https://ericchansen.github.io/agent-demo/)** — architecture, demo script, setup guide, costs

## What it is

An AI sales agent accelerator for **Wide World Importers** that shows how to pair a shared **Microsoft Fabric Data Agent** backend with two delivery surfaces: a fast developer prototype in GitHub Copilot CLI and a production path into **M365 Copilot + Teams**.

## The Two-Surface Approach

- **Surface 1: GitHub Copilot CLI** — prototype quickly with MCP servers for Fabric data, M365 activity context, and inline report generation.
- **Surface 2: M365 Copilot + Teams** — graduate the same business flow into an Azure AI Foundry agent published through an Agent Application.
- **WorkIQ note:** production uses WorkIQ for M365 activity context; the demo tenant uses a mock WorkIQ tool with sample activity data until tenant provisioning is available.

## Architecture diagram

```text
┌─ CLI Surface (Prototype) ─────────────────────┐
│ Copilot CLI → MCP Servers │
│ → wwi-sales-data (Fabric Data Agent) │
│ → workiq (M365 activity data) │
│ → quota-forecast skill (inline report) │
└────────────────────────────────────────────────┘

┌─ M365 Surface (Production) ───────────────────┐
│ M365 Copilot / Teams → Foundry Agent │
│ → Fabric IQ (NL→SQL platform tool) │
│ → WorkIQ (M365 activity platform tool, OBO) │
│ → Report Generator (DOCX + OneDrive link) │
└────────────────────────────────────────────────┘

Same Data Agent backend. Same business logic. Different distribution.
```

## Quick Start (CLI)

```bash
git clone https://github.com/ericchansen/agent-demo.git && cd agent-demo
uv sync --extra dev # or: python -m venv .venv && pip install -e ".[dev]"
```

Edit `.github/mcp.json` — replace `` with your Fabric workspace GUID. Then:

```bash
copilot
# > What were Tailspin Toys' total sales last quarter?
```

See the [full setup guide](https://ericchansen.github.io/agent-demo/docs/setup) for all options (uv, pip+venv, `copilot mcp add`, Foundry surface).

## Tech Stack

- **Microsoft Fabric** — shared data agent and OneLake analytics
- **Azure AI Foundry** — production agent for M365 Copilot and Teams
- **Model Context Protocol (MCP)** — tool surface for the CLI prototype
- **Python 3.11+** — agent, tool, and report-generation implementation

## Cost

Plan for roughly **~$270/month active** for the demo footprint. Pause Fabric capacity when idle to drop to roughly **~$15/month** in residual costs. See [docs/costs.md](docs/costs.md).

## Repository Structure

| Path | Purpose |
|------|---------|
| `src/cli/` | GitHub Copilot CLI prototype surface: MCP config and skills |
| `src/orchestrator/` | Azure AI Foundry agent for the M365 Copilot + Teams surface |
| `src/agents/` | Local MCP servers, demo mocks, and report generation helpers |
| `fabric/` | Fabric Data Agent instructions and example queries |
| `infra/` | Bicep infrastructure for Fabric and Azure resources |
| `demo/` | Wide World Importers sample assets and demo content |
| `docs/` | Setup, architecture, cost, and two-surface guidance |
| `docs/surfaces/` | Reference-only alternatives such as Copilot Studio and M365 Direct Publish |
| `tests/` | Unit and integration coverage |

## License

[MIT](LICENSE)