Observed Signal · Jun 26, 2026 · Product Launch · Source: https://martechseries.com/feed/ · Impact: 3/5 · Sentiment: Positive
CB Insights Integrates with Microsoft 365 Copilot
CB Insights announced an official Microsoft connector that brings its private-market intelligence into Microsoft 365 Copilot Chat, the Researcher agent, Copilot in Excel, and Copilot Cowork. The integration is delivered as an MCP (Model Context Protocol) powered connector that queries CB Insights live at request time, returning vetted and structured private company data, market maps, funding and deal activity, investor insights, competitive intelligence and analyst research directly into Microsoft workflows. CB Insights said the connector enables natural-language queries and the insertion of up-to-date market signals into Excel for analysis, modeling and decision-making. Microsoft highlighted the value of domain-specific intelligence inside Copilot. The connector is available via a Bring Your Own License model, with customers licensing CB Insights directly.
Makes proprietary private-market intelligence available inside Microsoft Copilot and Excel via an MCP connector, streamlining analyst and decision workflows and demonstrating increased adoption of LLM-integrated data connectors—moderately impactful for MarTech and enterprise AI workflows.
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Key Takeaways & Evidence Grounding
- CB Insights announced availability of its data through an official Microsoft connector for Microsoft 365 Copilot Chat, Researcher agent, Copilot in Excel and Copilot Cowork.
- The integration is powered by the Model Context Protocol (MCP) and queries CB Insights live at request time so responses reflect the latest available data.
- CB Insights’ connector exposes proprietary private company data and market intelligence (market maps, funding/deal activity, investor insights, competitive intelligence, analyst research) into Copilot and Excel.
- The connector is offered via a Bring Your Own License (BYOL) model; customers must license CB Insights directly.
- CB Insights CEO Karl Kong and Brian Jones, Vice President, Microsoft Excel, are quoted describing the integration's workflow and productivity benefits.
Connected Companies & Entities
4 Entities mapped“CB Insights, the leader in predictive intelligence on private companies, today announced the availability of its trusted data and insights t...”
“Available as an official Microsoft connector powered by Model Context Protocol, or MCP, the integration brings CB Insights’ trusted intellig...”
“MarTech Series is a business publication dedicated to helping marketers get more from marketing technology through in-depth journalism, expe...”
“As part of the iTech Series network, it acts as a "Brand to Demand" partner....”
Ontology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
S&P Global Expands Microsoft 365 Copilot Integration
S&P Global announced an expanded collaboration with Microsoft to integrate S&P Global’s AI-ready data, insights and analytics into Microsoft 365 Copilot workflows and agentic experiences. The integration is enabled by the S&P Global AI Data Portal’s Deterministic Retrieval solution (referred to as the Kensho LLM-ready API) and includes connectors such as a Copilot in Excel connector and a plugin for Copilot Cowork. S&P Global said the integration will allow customers to run company research, financial analysis, transcript intelligence, peer benchmarking and competitive analysis within Microsoft 365 while preserving context, source attribution and traceability.
Copilot Cowork: AI Handles Microsoft 365 Tasks
Microsoft is expanding its 365 Copilot with Copilot Cowork, an AI feature that can automatically generate and execute work plans across Outlook, Teams, and Excel. It analyzes data from emails, files, meetings, and documents, creating milestones, tracking progress, and requesting decisions as needed. Copilot Cowork aims to move beyond chat-style support to autonomous task execution, using a system called Work IQ to orchestrate workflows across apps. The solution can prepare briefs, presentations, and analyses for meetings and product launches, and can perform enterprise research and financial analyses. It is currently being tested with select customers, with wider availability planned for the end of March 2026 via the Frontier program. The article also notes Microsoft’s broader use of multi-model AI, including Claude from Anthropic, within Copilot Studio and related tools, all operating under Microsoft 365 security and governance controls.
CB Insights Integrates Private Company Data into Glean AI
CB Insights announced a partnership with enterprise AI company Glean to make CB Insights’ validated private company data and market intelligence available inside Glean’s Work AI platform. The integration — which leverages the Model Context Protocol (MCP) — surfaces CB Insights’ proprietary signals (private company profiles, funding activity, market trends, Mosaic™ scores, and analyst research) alongside an organization’s internal knowledge. The partnership launches with Glean for Financial Services and aims to let users query combined internal and external data in natural language to support research, diligence, strategy and business development workflows. Karl Kong (CEO, CB Insights) and Zubin Irani (VP Partnerships, Glean) are quoted on the benefits of combining internal context with external market intelligence.
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