Table of Contents

Table of Contents

Introduction

In manufacturing and supply chain environments, maintaining optimal stock levels is critical. To address this, we’ll explore building a Material Procurement Copilot that leverages Anthropic Claude to assess real-time inventory data from Dataverse. This copilot will analyze stock levels and reorder thresholds, providing actionable insights to help identify materials that need timely procurement.

Technologies Involved

  1. Microsoft Copilot Studio: The platform to design and manage the conversational flow, adaptive card interface, and data retrieval from Dataverse.
  2. Anthropic Claude: Claude will process and analyze selected material data from Dataverse, generating recommendations for procurement.
  3. Dataverse: Stores the inventory data, including Material Name, Current Stocks, and Reorder Levels, serving as the central data source for material status and procurement needs.

Overall Flow

  • User Selects Materials: The process begins when the user initiates the copilot. An adaptive card is displayed, allowing the user to select materials from a list.
  • Data Retrieval from Dataverse: Based on the selected materials, the copilot fetches data from Dataverse, specifically the Material Name, Current Stocks, and Reorder Levels fields.
  • Claude Analysis: Using Anthropic Claude, the copilot analyzes the material data. The model reviews current stock levels against reorder thresholds to determine if procurement is necessary.
  • Results Displayed: The copilot displays a list of materials that need replenishment. Users receive clear recommendations on which items to prioritize for procurement.

Step 1: Get the Anthropic Claude Keys

  1. Head over to Anthropic Console - Keys and Click on Create Key. Create Key

  2. Save the key as we will use it to create the connection from Copilot. Save Key

Step 2: Create a Custom Connector for Anthropic Claude

  1. Go to Power Automate and select Custom Connector to create a connector that will issue POST requests to Anthropic Claude. Custom Connector

  2. Select New Connector and Create from Blank. Create from Blank

  3. Specify the connector name and click on Continue. Specify Name

  4. Click on Swagger editor and paste the below swagger definition on the left pane. Then Click on Create Connector. Add code Swagger Editor

Step 3: Create and Populate the Dataverse Table

  1. Create the table Raw Material Stocks in Dataverse and add fields for Material Name, Current Stocks, and Reorder Levels. Dataverse Table

Step 4: Creating the Copilot in Copilot Studio

  1. Go to Copilot Studio and Click on Create. Create Copilot

  2. Select New Copilot to create one from scratch. New Copilot

  3. Describe the copilot functionality and provide any specific instructions, then Click on Create to provision the copilot.

Enable Generative Selection of Topics

  1. Click on Edit to update the copilot details like name, icon, and description.

  2. Click on Settings, enable Generative selection of topics, and choose High - More precise for Content moderation. Generative Settings

  3. Save the settings and Close to return to the copilot’s main page. Close Settings

Step 5: Create Topics

  1. Go to the Topics section in the navigation menu.

  2. Click on Add a Topic and choose Create from description with Copilot. Add Topic

  3. Provide the topic description, then Click on Create to provision the topic. Create Topic

Adding Material Selection Card

  1. In the Procurement Analysis topic, add an adaptive card asking which materials to analyze for procurement. Adaptive Card

  2. Add the below adaptive card schema in the node properties. Add code Adaptive Card Schema

  3. Set the output variable as selectedMaterials to store user-selected materials. Output Variable

Adding Dataverse Data Retrieval

  1. Add the Dataverse connector action to retrieve records from the Raw Materials Dataverse table. Dataverse Connector

  2. Configure the connector by specifying the Environment, Table name, and required table columns. Connector Configuration

  3. Store the fetched data in the rawMaterials variable for further processing. Stored Data

  4. Initialize a variable (filteredStockDetails) to hold filtered data with only necessary columns. Add code Filtered Data

  5. Test the variable to verify that only relevant information is retrieved. Test Variable

Formatting Data for Analysis

  1. Format the JSON output for readability as **: :**. **Add code** ![Formatted Data](\images\22_AnthropicProcurement\22.png)

Adding the Anthropic Claude Connector

  1. Add the Anthropic Claude custom connector to the copilot canvas. Add Claude Connector

  2. Provide the API key saved earlier for authentication. API Key

  3. Configure the connector fields with:
    • Anthropic-version: 2023-06-01
    • Model: claude-3-5-sonnet-20240620

  4. In the message field, add the prompt formula to be sent to Claude. Add code Prompt Formula

  5. Store the output response from Anthropic Claude in the variable OutputResponse and configure a Message node to display the response back to the user. Add code Message Node

Testing the Copilot

  1. Initiate the conversation and select materials to analyze from the adaptive card. Material Selection

  2. Click on Check Stock Levels. This action invokes Anthropic Claude to analyze the data and provide recommendations. Material Selection Output —

Conclusion

We have successfully created the Procurement Analyzer Copilot, which leverages Anthropic Claude and Microsoft Copilot Studio to simplify inventory management. By analyzing Dataverse data, this copilot allows users to make data-driven procurement decisions in real-time, ensuring inventory remains optimized and responsive to changing needs.