Create Sankey diagrams in Microsoft 365 Copilot

With SankeyArt in a Copilot Studio agent, you and your colleagues turn an income statement, cash flow statement or budget into a Sankey diagram from a chat in Microsoft 365 Copilot or Teams. This article shows how to set up the agent, draw your first diagram, save it and change it. For an overview, see SankeyArt in Microsoft 365 Copilot.

SankeyArt in Copilot is in early access. SankeyArt isn't in the Microsoft 365 Copilot agent store yet, so someone adds it to an agent in Copilot Studio and publishes the agent to your organization.

Set up the agent#

You need to be able to create agents in Copilot Studio. Your Microsoft 365 admin may have to allow custom tools or approve the agent before your colleagues can use it.

1. In Copilot Studio, create an agent or open one.
2. Next to Tools, click + and add an MCP server.
3. Name it SankeyArt and enter this URL: https://mcp.sankeyart.com/
4. Create a connection, sign in to SankeyArt and click Add.
5. Set the tool's authentication to End user account, so each colleague signs in to their own SankeyArt account.
6. Under Channels, add Microsoft 365 Copilot and Teams.
7. Publish the agent.

Running a Copilot Studio agent uses Copilot credits, which your organization gets from Microsoft.

Draw your first diagram#

1. Open the agent in Microsoft 365 Copilot or Teams.
2. Ask for a diagram. Attach a file, such as a PDF of an income statement, or type the figures. For example: "Draw a Sankey diagram of our department budget in €: funding 2.4M; salaries 1.5M, software 300K, travel 150K, and the rest is reserve."
3. The agent answers with a link. Open it to see the diagram in the SankeyArt editor.

The first time the agent needs your SankeyArt account, it asks you to sign in to SankeyArt.

SankeyArt draws only the figures you or your files give the agent. It sees the names and amounts in the diagram, not the rest of your conversation or your files.

Open the diagram in the editor#

In the editor you can fine-tune the diagram and export it. If you aren't signed in to SankeyArt in your browser, you sign in first.

• With a SankeyArt subscription, the diagram goes into your account.
• Without a subscription, you can change the diagram in the editor, but your edits aren't saved. Exports carry a small "created with SankeyArt.com" watermark.

The link keeps working for a year after it was last used.

Save diagrams to your SankeyArt account#

With a SankeyArt subscription, the agent saves your diagrams in your account, opens them and changes them.

1. Ask the agent: "Save that diagram in my SankeyArt account."
2. If it asks, sign in to SankeyArt and allow access.

From then on, the agent saves each new diagram in your account by itself, without the watermark. If your plan has no free diagram slot left, the agent can't save the diagram, but the editor link still opens it.

Billing admins have no access to diagrams, so the agent can't save or open diagrams for them. See Roles and permissions.

Change a diagram#

Ask for the change in the same chat, for example: "Rename Operating expenses to OpEx and make the cost items orange."

• Saved diagram: the agent changes the diagram in your account. Changes you made in the editor stay.
• Not saved: the agent draws the diagram again, with a new link.

To work on a diagram you saved earlier, ask for it by name, for example: "Open our department budget diagram." The agent lists your diagrams and those your team shares with you. It can change only the ones you may edit. Some settings can only be changed in the editor; the agent then gives you the editor link.

Remove SankeyArt#

To remove SankeyArt for everyone, remove the SankeyArt tool from the agent in Copilot Studio and publish the agent again.

Your saved diagrams stay in your SankeyArt account.