CB Insights has announced the availability of its predictive intelligence platform within Microsoft 365 Copilot, Copilot Chat, Researcher agent, Copilot in Excel, and Copilot Cowork through an official Microsoft connector powered by Model Context Protocol (MCP). The integration enables organizations to access trusted private market intelligence directly within Microsoft’s AI-powered productivity tools, helping accelerate market research, investment analysis, competitive intelligence, and strategic decision-making.
CB Insights has launched an official Microsoft 365 Copilot connector powered by Model Context Protocol (MCP).
The integration delivers live private company and market intelligence directly into Microsoft AI workflows.
Users can access CB Insights data through Copilot Chat, Researcher agent, Copilot in Excel, and Copilot Cowork.
The connector supports natural language queries and real-time retrieval of trusted market intelligence.
Organizations can streamline company sourcing, competitive analysis, investment research, and market monitoring.
The solution is available through a Bring Your Own License (BYOL) model.
As organizations increasingly rely on AI-powered workplace tools, access to trusted and current business intelligence has become critical for informed decision-making. CB Insights is addressing this need by integrating its proprietary private market intelligence platform directly into Microsoft 365 Copilot and related AI experiences.
Powered by Model Context Protocol (MCP), the official Microsoft connector allows users to retrieve live CB Insights data using natural language prompts without switching between multiple applications or manually combining datasets.
The connector provides organizations with access to CB Insights' proprietary data, including private company intelligence, funding activity, market maps, investor insights, competitive intelligence, analyst research, and emerging technology trends.
Because the integration retrieves information directly from CB Insights at the time of each query, users receive up-to-date market intelligence within Microsoft applications where business analysis, financial modeling, reporting, and collaboration already take place.
The integration also enables users to seamlessly import relevant company and market intelligence into Copilot in Excel for deeper analysis and reporting.
“Making CB Insights available in Microsoft 365 Copilot and Copilot in Excel is an important step in our strategy to bring trusted private market intelligence directly into the workflows our clients use every day,” said Karl Kong, CEO at CB Insights. “With this connector, clients can ask questions in natural language, retrieve CB Insights data live at query time, and bring relevant company and market intelligence into Excel without switching tools or stitching together data from multiple systems.”
“Our collaboration with CB Insights shows how Microsoft is bringing high-value, domain-specific intelligence directly into the flow of work,” said Brian Jones, Vice President, Microsoft Excel. “By integrating CB Insights’ trusted private market intelligence into Microsoft 365 Copilot and Copilot in Excel, we are helping customers accelerate analysis, uncover opportunities, and move more quickly from insight to action.”
“Private market intelligence is most valuable when it is available at the moment decisions are being made,” added Kong. “By integrating CB Insights with Microsoft 365 Copilot and Copilot in Excel, clients can put trusted market signals, company data, and research into the hands of more teams, faster.”
The integration allows enterprise users to connect their CB Insights account directly within Microsoft Copilot and retrieve structured private market intelligence when prompts reference companies, investors, funding activity, competitive landscapes, or emerging technologies.
Organizations can leverage the connector to streamline a wide range of business workflows, including:
Market landscape analysis.
Company screening and sourcing.
Competitive intelligence and monitoring.
Innovation scouting.
Partner identification.
Investment research and opportunity analysis.
With trusted intelligence delivered directly into Microsoft 365 Copilot and Copilot in Excel, CB Insights aims to help organizations reduce research complexity, improve collaboration, and accelerate strategic business decisions through AI-powered enterprise workflows.
CB Insights is the leader in predictive intelligence on private companies—turning exclusive data on millions of firms into early, trusted signals on future performance and direction. The company pioneered predictive intelligence with its Mosaic Score—the first system to reliably forecast the outlook for a private company—and has since built it into a comprehensive platform of AI and data capabilities. Today, leading strategy, investment, and business development teams rely on CB Insights to identify the right companies, markets, and opportunities before their competitors do. Visit www.cbinsights.com for more information.
