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Prototype DA ServiceNow connection binding(HR Agent + ServiceNow HRSD) - #331

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@DapheneShao DapheneShao commented Sep 24, 2026 •

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Summary

  • add a resumable /connect servicenow prototype for the active Employee Self-Service (HR) DA-GA agent and its ServiceNow HRSD integration
  • admit the exact active editable agent through the per-agent /setup authoring_ready handoff rather than aggregate connection readiness
  • inspect ServiceNow HRSD components, show current topic state, and enable customer-confirmed inactive topics with full-component updates and refetch verification
  • discover physical ServiceNow credentials through read-only Connectivity APIs, verify the selected credential is Connected, and persist agent-scoped non-secret progress
  • keep physical credential creation, Entra sign-in, Agent Connect, conditional parameter sharing, and Test-pane validation as maker-confirmed actions where no approved API is available
  • publish only after explicit confirmation and preserve resumable progress across repeated inspection
  • keep the GA HR package on direct connector actions; do not query Dataverse or activate unrelated cloud flows

Scope

This PR intentionally proves the HR Agent + ServiceNow HRSD vertical slice only. It does not claim IT Agent / ITSM support.

The IT DA package has a similar ServiceNow shape, but ITSM has not yet been live-validated through this workflow. A follow-up PR will generalize the shared flow through HRSD/ITSM product profiles and add Employee Self-Service (IT) + ServiceNow ITSM support, tests, and live validation. Keeping that work separate preserves this PR as the already-proven HRSD baseline.

Automation boundary

Automated

  • setup and active-agent validation
  • ServiceNow HRSD topic inventory and customer-confirmed enable-all updates
  • full-component mutation with change-token use and refetch verification
  • physical connection discovery and health verification
  • agent-scoped progress and attestation persistence
  • confirmed publish

Maker-assisted

  • physical connection creation and Microsoft Entra sign-in
  • connecting the selected credential to the Agent in Copilot Studio
  • parameter sharing when the connector exposes that control
  • functional validation in the Copilot Studio Test pane

The Copilot Studio UI binding endpoint was identified and live-observed, but the ESS ADK client cannot request the required PowerVirtualAgents.Tokens.Read permission because first-party preauthorization is unavailable. The prototype therefore does not reuse browser tokens or treat MinimalBot ConnectionReferenceUpdate as Agent binding.

Live POC evidence

  • discovered and verified all 18 installed ServiceNow HRSD topics as Active
  • confirmed five ServiceNow connector actions and zero ServiceNow flow actions in the installed GA HR package
  • created and verified a Microsoft Entra ID User Login credential for ServiceNow instance dev184242 with status Connected
  • confirmed Agent Connect/Disconnect remains a maker UI operation under the current permission contract
  • confirmed the parameter-sharing control was not exposed for this ServiceNow connection surface
  • published the current HR Agent component revision after explicit confirmation

Validation

ADO: https://o365exchange.visualstudio.com/O365%20Core/_workitems/edit/7735182/

Daphne Shao added 8 commits September 24, 2026 00:43
Add a DA-GA HR ServiceNow connection workflow with maker-guided physical connection creation, read-only Connectivity discovery, MinimalBot reference binding, and confirmed publish.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: f9e8cfc7-07a1-469b-80f6-99a9cbb7aee6
Resolve the active operational agent against canonical per-agent setup state, reuse the latest AgentBuilder authentication and publish contracts, and isolate DA ServiceNow routing coverage.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: f9e8cfc7-07a1-469b-80f6-99a9cbb7aee6
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: f9e8cfc7-07a1-469b-80f6-99a9cbb7aee6
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: f9e8cfc7-07a1-469b-80f6-99a9cbb7aee6
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: f9e8cfc7-07a1-469b-80f6-99a9cbb7aee6
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: f9e8cfc7-07a1-469b-80f6-99a9cbb7aee6
Add deterministic authoring readiness, live topic and connection handling, maker-only binding boundaries, resumable progress, and regression coverage.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: f9e8cfc7-07a1-469b-80f6-99a9cbb7aee6
Use the canonical authoring_ready marker in the ServiceNow runtime and remove a stray skill heading character.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: f9e8cfc7-07a1-469b-80f6-99a9cbb7aee6

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Copilot review overview

🟡 Changes recommended

Seven moderate findings and one nit remain unresolved.

Get a fresh assessment by requesting another Copilot review.

Review effort: Lite
Findings: 4 Medium severity

Open (4)
What changed in this PR

Adds a resumable ServiceNow HRSD connection prototype for the DA-GA Employee Self-Service HR agent, including topic activation, credential discovery, maker-assisted binding, publishing, and progress persistence.

Changes:

  • Adds DA ServiceNow routing and resumable workflow guidance.
  • Implements topic inspection, updates, credential verification, and attestations.
  • Adds authoring-readiness tracking, AgentBuilder updates, and test coverage.

Review status: seven moderate findings and one nit remain unresolved, so changes are required before approval.

File Summary
tests/​setup/​test_servicenow_da_connect_router.py Tests ServiceNow DA routing and resumability.
tests/​setup/​test_da_setup_router.py Updates setup readiness assertions.
tests/​scripts/​test_setup_existing_da.py Tests authoring-readiness persistence and migration.
tests/​scripts/​test_connect_servicenow_da.py Tests ServiceNow workflow behavior.
tests/​scripts/​test_agentbuilder.py Tests component change-set updates.
solutions/​ess-maker-skills/​src/​skills/​connect/​SKILL.md Routes DA HR ServiceNow connections.
solutions/​ess-maker-skills/​src/​skills/​connect/​servicenow-da/​SKILL.md Defines the resumable HRSD workflow.
solutions/​ess-maker-skills/​scripts/​setup_existing_da.py Adds authoring-readiness markers and synchronization.
solutions/​ess-maker-skills/​scripts/​connect_servicenow_da.py Implements inspection, mutations, credentials, publishing, and attestations.
solutions/​ess-maker-skills/​scripts/​agentbuilder.py Adds scopes and component updates.
solutions/​ess-maker-skills/​.github/​prompts/​connect.prompt.md Updates connection admission and resume rules.
solutions/​ess-maker-skills/​.github/​copilot-instructions.md Updates the global readiness gate.

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Comment thread solutions/ess-maker-skills/.github/prompts/connect.prompt.md
Comment thread solutions/ess-maker-skills/scripts/connect_servicenow_da.py
Comment thread solutions/ess-maker-skills/scripts/connect_servicenow_da.py Outdated
Comment thread solutions/ess-maker-skills/scripts/connect_servicenow_da.py
@DapheneShao DapheneShao changed the title Prototype DA ServiceNow connection binding Prototype DA ServiceNow connection binding(HR Agent + ServiceNow HRSD) Sep 25, 2026
Daphne Shao and others added 2 commits September 25, 2026 17:14
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: f9e8cfc7-07a1-469b-80f6-99a9cbb7aee6
Preserve the HRSD authoring and connect flow while integrating current Workday setup, FlightCheck, and connector telemetry behavior.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
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