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First commit complete v1 of SharePoint Pharma Data Manager#54

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KatT-AI wants to merge 7 commits intopnp:mainfrom
KatT-AI:Pharma-Knowladge-Management-bot
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First commit complete v1 of SharePoint Pharma Data Manager#54
KatT-AI wants to merge 7 commits intopnp:mainfrom
KatT-AI:Pharma-Knowladge-Management-bot

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@KatT-AI KatT-AI commented May 19, 2025

First commit complete v1 of SharePoint Pharma Data Manager, for copilot dev camp.A specialized Microsoft Copilot agent that combines Microsoft 365 data management with pharmaceutical regulatory compliance expertise. This agent helps users organize SharePoint content, manage permissions, generate analytics, and access regulatory guidance from FDA, EMA, WHO, and ICH sources. It provides real-time access to pharmaceutical documentation standards, GxP compliance requirements, and clinical trial data management best practices while leveraging Microsoft 365's powerful content management capabilities.

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KatT-AI commented May 19, 2025

First merged complete v1 of SharePoint Pharma Data Manager, for copilot dev camp.A specialized Microsoft Copilot agent that combines Microsoft 365 data management with pharmaceutical regulatory compliance expertise. This agent helps users organize SharePoint content, manage permissions, generate analytics, and access regulatory guidance from FDA, EMA, WHO, and ICH sources. It provides real-time access to pharmaceutical documentation standards, GxP compliance requirements, and clinical trial data management best practices while leveraging Microsoft 365's powerful content management capabilities.

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Thank you for the submission @KatT-AI. I suggest we update the description of the agent. Since it only reads files from OneDrive and SharePoint, and does web search, I suppose that we remove the bits about:

  • permission management: no ability to read or change permissions
  • filtering by permissions: not possible, given all returned information is already security trimmed
  • analytics and reporting: this agent doesn't have access to the necessary information to do this
  • data governance: this agent doesn't have access to the necessary information to do this
  • Pharmaceutical Regulatory Compliance: unless you upload specific content to your site, this won't work

Please update the description of the agent so that it correctly reflects the agent's capabilities. I'll mark this PR as draft until you've changed it.

@waldekmastykarz waldekmastykarz marked this pull request as draft May 20, 2025 07:03
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KatT-AI commented May 20, 2025

Hi @waldekmastykarz ,
Thank you for your suggestions, I committed these changes:

• Removed references to permission management, permission-based filtering, analytics & reporting, and data governance to reflect the agent’s actual capabilities.
• Renamed “Pharmaceutical Regulatory Compliance” to “Pharmaceutical Manufacturing Intelligence” and changed the instruction and the agent tone to emphasize guidance based on publicly available regulatory resources.

Let me know if anything else needs tweaking.

@KatT-AI KatT-AI marked this pull request as ready for review May 20, 2025 09:57
- Search for information from trusted sources
- Up-to-date guidance from official documentation

### Pharmaceutical Manufacturing Intelligence
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This seems out of scope if the agent is named "Data Manager". Let's remove it because it doesn't seem related to the agent's functionality, not even looking at the agent's conversation starters.

@garrytrinder garrytrinder marked this pull request as draft February 23, 2026 10:43
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@KatT-AI are you able to provide an update? When you have resolved the comments, please mark this PR as ready for review, thank you!

- Remove Pharmaceutical Manufacturing Intelligence section from README per reviewer request
- Remove pharma/regulatory references (FDA, EMA, WHO, ICH) from instruction.txt
- Restructure README to match latest pnp/copilot-pro-dev-samples template
- Update tracking image to markdown format per declarative-agent-sample-review checklist
- Update app manifest schema from v1.19 to v1.24
- Update declarative agent schema from v1.3 to v1.5
- Add assets/sample.json metadata file for gallery listing
- Fix Help section issue label from da-qna-graphapi-plugin to da-sharepoint-data-manager
- Clear tenant-specific IDs from env/.env.dev
- Normalize URLs to remove mixed locale prefixes (en-us, en-gb)
- Update contributor GitHub account to KatT-AI for consistency with PR author
@KatT-AI KatT-AI marked this pull request as ready for review February 24, 2026 11:13
- Add ai-plugin.json with Microsoft Learn MCP server (search and fetch)
- Update declarativeAgent.json: add MCP action, GraphicArt capability, behavior_overrides with discourage_model_knowledge, disclaimer, updated conversation starters
- Update instruction.txt: add MCP tool usage guidelines, fallback behavior, Sources section requirement, GraphicArt instructions
- Update manifest.json: schema v1.24
- Update README.md: reflect MCP, GraphicArt, and grounded responses features
- Update sample.json: set API-PLUGIN to Yes, update descriptions for MCP
- Clear .env.dev tenant-specific IDs
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KatT-AI commented Feb 24, 2026

Hi @garrytrinder @waldekmastykarz,

All requested changes have been addressed:

  • Removed permission management, analytics, data governance, and pharmaceutical compliance references
  • Updated agent description to accurately reflect capabilities
  • Added MCP integration with Microsoft Learn (learn.microsoft.com/api/mcp) for documentation search and fetch
  • Added GraphicArt capability and discourage_model_knowledge behavior override
  • Updated all files to latest standards (manifest v1.24, declarative agent schema v1.5)
  • Cleared tenant-specific IDs from .env.dev

Ready for review. Thank you!

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