Connect SiteTrax.io to Microsoft 365 Copilot

Use the SiteTrax.io connector to bring live SiteTrax.io operational intelligence into Microsoft 365 Copilot.

Overview

The SiteTrax.io Microsoft 365 Copilot Connector lets authorized users query SiteTrax.io operational data directly from Microsoft 365 Copilot.

SiteTrax.io is implemented as a Microsoft Federated Copilot Connector using Model Context Protocol (MCP).

Unlike a synced connector, the SiteTrax.io federated connector does not copy or index SiteTrax.io operational data into Microsoft 365. When Copilot needs SiteTrax.io information, it requests the authorized information from SiteTrax.io in real time.

Access remains tied to the user's SiteTrax.io permissions.

What You Can Do

After SiteTrax.io is connected, users can ask Microsoft 365 Copilot questions such as:

What SiteTrax.io sites do I have access to?

Summarize SiteTrax.io asset activity for the last seven days.

Where was container SITU 123456 7 last observed?

Show today's detections at the Utah site by status code and asset type.

Which SiteTrax.io records may require review today?

Were there any unusual volume gaps across my sites this week?

Compare SiteTrax.io activity this week with last week.

Copilot can use SiteTrax.io to retrieve and summarize authorized operational information without requiring the user to manually navigate through individual SiteTrax.io records.

Requirements

Before using the SiteTrax.io connector, you need:

• An active SiteTrax.io account.

• Access to at least one SiteTrax.io project, yard, facility, or site.

• A work or school Microsoft account in an organization where the SiteTrax.io connector has been enabled.

• A Microsoft 365 Copilot license that supports federated connectors.

• Permission from your Microsoft 365 administrator to use the SiteTrax.io connector.

Your Microsoft 365 administrator controls whether SiteTrax.io is available in your organization.

Your SiteTrax.io account controls which SiteTrax.io data you can access.

For Microsoft 365 Administrators

SiteTrax.io must be enabled for your Microsoft 365 organization before users can access it through Copilot.

Enable SiteTrax.io

Sign in to the Microsoft 365 admin center with an account that has the required Microsoft 365 administrative permissions.

Go to:

Copilot → Connectors → Gallery

Find SiteTrax.io in the connectors gallery.

Review the connector information, including:

• Publisher

• Connector description

• Permissions

• Privacy policy

• Terms

• Support information

Approve or enable SiteTrax.io for the appropriate users or groups in your organization.

Microsoft can make connectors available through a staged rollout before organization-wide deployment. Your Microsoft 365 administrator determines who can use the connector.

If SiteTrax.io does not appear in the gallery, confirm that:

• The connector is available to your Microsoft 365 tenant.

• Federated connectors are enabled for your organization.

• Your administrator has the appropriate Microsoft 365 role.

• Any Microsoft release or tenant restrictions have been satisfied.

Changes to connector availability can require time to propagate through Microsoft 365.

For SiteTrax.io Users

After your administrator enables SiteTrax.io, you must connect your own SiteTrax.io account.

The SiteTrax.io federated connector uses user-level authentication. It does not use one shared SiteTrax.io account for the entire Microsoft 365 organization.

Connect Your Account

Open Microsoft 365 Copilot with your work or school account.

When Copilot asks to connect to SiteTrax.io, select the option to connect or sign in.

You will be redirected to the SiteTrax.io authorization process.

1. Sign in to your SiteTrax.io account.

2. Review the SiteTrax.io access requested for Microsoft Copilot.

3. Approve the connection.

4. Return to Microsoft 365 Copilot.

After authorization, Copilot can use the SiteTrax.io connector when your prompt requires SiteTrax.io information.

You do not need to provide your SiteTrax.io password to Microsoft Copilot.

Read-Only Copilot Access

The SiteTrax.io Federated Copilot Connector is read-only.

SiteTrax.io uses a dedicated Microsoft Copilotenables OAuthonly scopeMCP tools that exposescarry the read-only annotation, so the connector surfaces SiteTrax.io capabilities.search and retrieval capabilities and nothing else. Write capabilities are additionally gated behind the separate sitetrax:notifications:write scope, which is not granted to the Copilot connection.

The Copilot connector does not expose SiteTrax.io tools that:

• Create operational records.

• Modify SiteTrax.io data.

• Create notification automations.

• Cancel notification automations.

• Create recurring digest automations.

• Perform other cross-service write actions.

Microsoft Copilot can query authorized SiteTrax.io information, but the federated connector cannot use the Copilot scope to modify SiteTrax.io or create external automations.

This restriction is enforced by SiteTrax.io authorization in addition to the MCP tool configuration used by the Microsoft connector.

What Data Can Copilot Access?

Copilot can only access SiteTrax.io data that the signed-in SiteTrax.io user is authorized to access.

Depending on the customer's configuration, this can include:

Projects and Sites

• Sites

• Yards

• Facilities

• Projects

• Cameras

• Project activity

Asset Observations

• Intermodal container IDs

• Chassis IDs

• Trailer IDs

• USDOT numbers

• Other supported operational identifiers

• Observation timestamps

• Site and project information

• Camera information

• Direction information

• Processing status

• Available capture metadata

Operational Intelligence

• Activity totals

• Distinct asset counts

• Trends

• Status breakdowns

• Asset-type breakdowns

• Site comparisons

• Camera activity

• Potential anomalies

• Review candidates

• Observed asset movement history

• Supported sequence and duration metrics

Supporting Evidence

Where permitted and available:

• Detection images

• Thumbnail information

• Capture metadata

• Asset record details

Project redaction policies and SiteTrax.io permissions continue to apply.

SiteTrax.io Data Stays in SiteTrax.io

SiteTrax.io uses Microsoft's federated connector architecture.

SiteTrax.io operational data is requested from SiteTrax.io in real time when Copilot needs it.

The connector does not operate as a Microsoft 365 synced connector and does not create a separate Microsoft 365 index of SiteTrax.io operational records.

SiteTrax.io remains the source system.

Permissions

There are two separate levels of access.

Microsoft 365 Access

Your Microsoft 365 administrator determines whether the SiteTrax.io connector is available to you.

SiteTrax.io Access

Your SiteTrax.io account determines which projects and operational data you can access.

Enabling the connector in Microsoft 365 does not grant additional SiteTrax.io project permissions.

For example, if your SiteTrax.io account can access three projects, Copilot can query those authorized projects. It cannot use the connector to access another customer's projects or a SiteTrax.io project that has not been shared with you.

Using SiteTrax.io in Copilot

Be specific when asking Copilot to use SiteTrax.io.

Name the Source

Instead of:

What happened today?

Use:

Using SiteTrax.io, summarize activity at the Utah site today.

Include a Time Period

Instead of:

Show container activity.

Use:

Show SiteTrax.io container activity for the last seven days.

Identify the Facility

Instead of:

How many assets were scanned?

Use:

Using SiteTrax.io, show asset activity at the Norfolk yard yesterday.

Identify the Asset

For an individual asset, use the complete identifier:

Where was SITU 123456 7 last observed in SiteTrax.io?

Ask for a Breakdown

Using SiteTrax.io, break today's detections down by asset type and processing status.

Ask for Comparisons

Compare SiteTrax.io activity at my sites this week with last week.

Example Workflows

Morning Operations Review

Using SiteTrax.io, summarize activity across my sites since yesterday morning. Identify unusual volume changes and records that may require review.

Asset Lookup

Find the latest SiteTrax.io observation for SITU 123456 7 and tell me where and when it was observed.

Site Performance

Using SiteTrax.io, show daily asset activity at the Utah site for the last seven days.

Exception Review

Using SiteTrax.io, show today's results by status code and asset type and identify the categories I should investigate.

Camera Health

Using SiteTrax.io, summarize camera activity and scan health for my sites today.

Equipment Flow

Using SiteTrax.io, analyze observed trailer movement between the configured inbound and outbound gates this week.

Troubleshooting

I Cannot Find SiteTrax.io in Microsoft 365 Copilot

Your organization controls connector availability.

Contact your Microsoft 365 administrator and ask whether the SiteTrax.io Federated Copilot Connector is enabled for your account or group.

SiteTrax.io Appears but I Cannot Connect

Confirm that:

• You have an active SiteTrax.io account.

• You can sign in to SiteTrax.io normally.

• Your browser permits the authorization flow.

• Your organization's security controls permit the SiteTrax.io connection.

If the problem continues, contact SiteTrax.io Support.

Copilot Says I Need to Authenticate

Complete the SiteTrax.io OAuth sign-in process.

Authentication can be required when:

• You connect SiteTrax.io for the first time.

• Your authorization has expired.

• Access has been revoked.

• Your organization's connector configuration has changed.

Copilot Cannot Find a Project

Sign in to SiteTrax.io and confirm that the project is shared with your account.

Microsoft Copilot cannot expand your SiteTrax.io permissions.

Copilot Cannot Find an Asset

Try the complete identifier and include SiteTrax.io in your prompt.

Example:

Using SiteTrax.io, find the latest observation for SITU 123456 7.

If needed, add the site or approximate observation date.

I See Different Results Than Another User

This can be expected.

SiteTrax.io access is user-scoped. Two users can receive different results if their SiteTrax.io project permissions are different.

Copilot Cannot Create an Alert or Change SiteTrax.io Data

This is expected.

The SiteTrax.io Federated Copilot Connector is intentionally read-only. Write and cross-service automation tools are not exposed through the Microsoft Copilot OAuth scope.

Results Need More Context

Specify:

• Site

• Project

• Date range

• Asset type

• Asset identifier

• Camera

• Status

• Desired comparison

The more operational context you provide, the more precisely SiteTrax.io can answer the query.

Disconnecting or Revoking Access

Your organization can disable the SiteTrax.io connector through Microsoft 365 connector administration.

Users or administrators can also revoke the applicable authorization according to the SiteTrax.io and Microsoft 365 account controls available to them.

After authorization is revoked, Microsoft Copilot can no longer retrieve protected SiteTrax.io data through that connection.

Security and Privacy

SiteTrax.io access through Microsoft Copilot follows the authenticated user's SiteTrax.io permissions.

Do not include passwords, OAuth tokens, secrets, or other authentication credentials in Copilot prompts.

For information about how SiteTrax.io handles data, see:

SiteTrax.io Privacy Policy

https://sitetrax.io/privacy-policy/

SiteTrax.io Terms of Service

https://sitetrax.io/tos/

Support

For problems with your SiteTrax.io account, SiteTrax.io permissions, SiteTrax.io data, or the SiteTrax.io connector, contact:

[email protected]

When contacting support, include:

• Your SiteTrax.io account email.

• Your Microsoft 365 organization, if relevant.

• The site or project involved.

• The approximate time of the problem.

• The prompt you attempted.

• The error message shown by Copilot.

Do not include passwords, access tokens, OAuth secrets, or other credentials.

For Microsoft 365 tenant configuration or connector availability, contact your organization's Microsoft 365 administrator.

Frequently Asked Questions

Does SiteTrax.io copy my operational data into Microsoft 365?

The SiteTrax.io connector is a federated connector. Copilot requests authorized information from SiteTrax.io when it is needed rather than using a synchronized Microsoft 365 index of SiteTrax.io operational data.

Can Copilot see every SiteTrax.io customer?

No.

Copilot can only retrieve data available to the authenticated SiteTrax.io user.

Does enabling SiteTrax.io give a user additional SiteTrax.io permissions?

No.

SiteTrax.io project permissions remain authoritative.

Can Microsoft Copilot modify SiteTrax.io through this connector?

No.

The SiteTrax.io Federated Copilot Connector exposes a dedicated read-only OAuth scope.

Can Copilot create SiteTrax.io notifications or scheduled email digests?

Not through the Federated Copilot Connector.

Those capabilities are excluded from the Microsoft Copilot scope.

Do users share one SiteTrax.io login?

No.

Federated SiteTrax.io access is authenticated at the user level.

Does a Microsoft administrator have to enable SiteTrax.io?

Yes.

The SiteTrax.io connector must be available and enabled for the user's organization before it can be used.

What Microsoft license is required?

Users querying federated data sources must have an applicable Microsoft 365 Copilot license.

Where can SiteTrax.io be used?

Microsoft can surface approved federated connectors in Microsoft 365 Copilot experiences supported by the connector platform. Availability can vary by Microsoft product, tenant configuration, and rollout.

Related SiteTrax.io Documentation

SiteTrax.io Documentation

https://docs.sitetrax.io

SiteTrax.io MCP Server

https://mcp.sitetrax.io/mcp

Privacy Policy

https://sitetrax.io/privacy-policy/

Terms of Service

https://sitetrax.io/tos/

Support

[email protected]