Sources
Sources provide the facts; CopilotForge provides the reasoning structure, programme method, review gates and reusable artefacts for applying them (design brief section 14).
Policy
- Sources are structured records in
sources/*.toml, validated againstschemas/source.schema.json. Each has an id, name, URL, authority (publisher, type, what it is authoritative for), scope (products, departments, jurisdiction), freshness (volatility, review interval, last reviewed) and usage class. - Skills cite source ids in
metadata.sources.scripts/build-sources.pywrites each skill'sreferences/sources.md. - Volatile claims (availability, licensing, limits, preview status, model catalogues, connectors, product names) are never asserted in skill prose; the skill points to the source record and tells the reader to check it.
- Preferred authorities, in order: Microsoft Learn and official product documentation; Microsoft Adoption and the Microsoft Trust Center; Microsoft Research and official engineering documentation; GitHub documentation; NIST; UK Government and Information Commissioner's Office guidance; ISO references where licensing permits; W3C and other primary standards bodies.
- Secondary sources (blogs, community posts) only where no suitable primary source exists, with
secondary_reason. - Usage classes:
cite-only(read, cite and summarise in your own words; never reproduce),quote-with-attribution(short quotations allowed),open-licence(reuse under the stated licence with attribution). When unsure, use the more restrictive class. Microsoft Learn is treated ascite-only.
Freshness
| Volatility | Examples | Maximum review interval |
|---|---|---|
| High | Preview status, feature availability, licensing, limits, model catalogue, connectors | 45 days |
| Medium | Admin controls, solution patterns, platform guidance | 120 days |
| Low | Durable change, governance, architecture and programme principles | 400 days |
last_reviewed is updated only after a person or agent has actually read the source. scripts/check-sources.py warns when a review is overdue. Link checking runs in the separate links workflow because it needs network access.
Catalogue
| Source id | Name | Publisher | Volatility | Review | Last reviewed | Usage |
|---|---|---|---|---|---|---|
ico-ai-data-protection | ICO guidance on AI and data protection | Information Commissioner's Office | medium | 120d | 2026-10-29 | cite-only |
iso-iec-42001 | ISO/IEC 42001 AI management system | International Organization for Standardization | low | 365d | 2026-10-29 | cite-only |
ms-agent-builder | Agent Builder overview | Microsoft | high | 30d | 2026-10-29 | cite-only |
ms-agents-compare | Compare declarative and custom engine agents | Microsoft | high | 30d | 2026-10-29 | cite-only |
ms-agents-extensibility | Ways to extend Microsoft 365 Copilot | Microsoft | high | 30d | 2026-10-29 | cite-only |
ms-champion-best-practice | Champion programme best practices (Service Adoption Specialist) | Microsoft | low | 365d | 2026-10-29 | cite-only |
ms-champion-programme | Become a Champion (Microsoft Adoption) | Microsoft | medium | 120d | 2026-10-29 | cite-only |
ms-coe-starter-kit | Power Platform CoE Starter Kit | Microsoft | medium | 120d | 2026-10-29 | cite-only |
ms-copilot-adoption-hub | Microsoft Copilot adoption resources | Microsoft | medium | 90d | 2026-10-29 | cite-only |
ms-copilot-cowork-customise | Customize Copilot Cowork | Microsoft | high | 30d | 2026-10-29 | cite-only |
ms-copilot-overview | Microsoft 365 Copilot overview | Microsoft | high | 30d | 2026-10-29 | cite-only |
ms-copilot-privacy | Data, privacy and security for Microsoft Copilot | Microsoft | high | 30d | 2026-10-29 | cite-only |
ms-copilot-studio-guidance | Microsoft Copilot Studio guidance documentation | Microsoft | medium | 90d | 2026-10-29 | cite-only |
ms-copilot-studio-security-governance | Copilot Studio security and governance | Microsoft | high | 30d | 2026-10-29 | cite-only |
ms-copilot-studio-zoned-governance | Implement a zoned governance strategy (Copilot Studio guidance) | Microsoft | medium | 90d | 2026-10-29 | cite-only |
ms-declarative-agents | Declarative agents for Microsoft 365 Copilot | Microsoft | high | 30d | 2026-10-29 | cite-only |
ms-foundry-models | Microsoft Foundry Models overview | Microsoft | high | 30d | 2026-10-29 | cite-only |
ms-managed-environments | Managed Environments overview | Microsoft | high | 45d | 2026-10-29 | cite-only |
ms-responsible-ai | Microsoft Responsible AI | Microsoft | low | 365d | 2026-10-29 | cite-only |
nist-ai-rmf | NIST AI Risk Management Framework | National Institute of Standards and Technology | low | 365d | 2026-10-29 | cite-only |