October 9, 2026 · 8 min read · Aizhan Azhybaeva

Copilot Studio and Agentforce Security Review: What to Test Before Go-Live

Copilot Studio security assessment and Agentforce security testing explained: auth modes, connectors, DLP, Trust Layer, prompt injection and audit evidence.

Copilot Studio and Agentforce Security Review: What to Test Before Go-Live

A Copilot Studio security assessment or Agentforce security testing engagement checks the agent you built, not the platform you built it on. Before go-live, test the authentication mode, every connector and action, whose credentials each tool uses, which knowledge sources the agent can read, and whether untrusted email, documents or web forms can make the agent leak data or take actions.

Low-code platforms are good at one thing that worries security teams: they let a business user connect a language model to Outlook, SharePoint, Dataverse or a Salesforce org in an afternoon. The platform handles hosting, identity plumbing and model safety. Your configuration decides what the agent can reach, and that is where the test needs to focus.

What has actually gone wrong with these platforms?

Every public incident below starts the same way: the agent read text an outsider controlled, then used legitimate access to move data.

IssuePlatformWhat happenedStatus
EchoLeak, CVE-2025-32711 (CVSS 9.3)Microsoft 365 CopilotAim Security showed a crafted email, pulled into Copilot’s retrieval context, could make Copilot exfiltrate organisational data with no user click. Microsoft’s advisory calls it AI command injection.Fixed server-side, June 2025
AgentFlayer customer service agentCopilot StudioZenity Labs rebuilt a real-world customer service agent that read an inbox, then used email-borne prompt injection to reveal its tools and send CRM records out through its own email tool.Reported Feb 2025; Microsoft fixed the specific injection by April 2025
ForcedLeak (CVSS 9.4)Salesforce AgentforceNoma Security hid instructions in a Web-to-Lead form field. When staff later asked the agent about the lead, it followed them and sent lead data to a lapsed allowlisted domain the researchers bought for about $5.Patched; Salesforce added Trusted URLs enforcement
CVE-2024-38206 (SSRF)Copilot StudioTenable used the HTTP request feature and a redirect to bypass SSRF protection and reach internal Microsoft infrastructure.Mitigated by Microsoft, July 2024

Sources: The Hacker News on EchoLeak, Zenity Labs AgentFlayer write-up, The Hacker News on ForcedLeak, and The Hacker News on CVE-2024-38206.

Two lessons. Vendors fix platform bugs fast, so the residual risk sits in your build. And Zenity’s point stands: an agent that reads untrusted text and holds broad access can be steered, whatever the vendor patches. That is the agent hijacking problem in a low-code wrapper.

What is the Copilot Studio attack surface?

Microsoft documents a long list of controls for Copilot Studio. The ones that matter most in a test:

  • Authentication mode. Agents use No authentication, Authenticate with Microsoft, or Authenticate manually. Microsoft’s own docs warn that “No authentication” lets anyone with the link chat with the agent. We check which mode is set, whether Require users to sign in is on, and whether a public channel exposes an agent that was built for staff.
  • Tool credentials. Each tool runs with End user credentials or Maker-provided credentials. A maker-provided connection means every chat user borrows the author’s access. This is the single most common over-permissioning pattern we look for.
  • Connectors, REST APIs, MCP servers and agent flows. Every tool is a path out. We map what each can read and write, and whether “Ask the end user before running” is on for anything destructive.
  • Knowledge sources. SharePoint, OneDrive, uploaded files and public websites. A public website or a SharePoint site that outsiders can write to is an indirect prompt injection channel.
  • HTTP request nodes and event triggers. Raw outbound HTTP is an exfiltration route, and triggers let an agent act with no human in the loop.
  • Data policies (DLP). Admins classify Copilot Studio connectors as Business, Non-business or Blocked in the Power Platform admin center. Blocking Chat without Microsoft Entra ID authentication in Copilot Studio forces authentication; the HTTP connector and public website knowledge support endpoint filtering. We verify these policies exist and actually apply to the environment the agent lives in.
  • Maker permissions and environments. Who can create, edit and publish agents, whether makers build in the default environment, and whether audit logs reach Microsoft Purview or Sentinel.

Source: Microsoft Learn pages on security and governance, user authentication, data policies and tools.

What is the Agentforce attack surface?

Agentforce has a different shape but the same questions:

  • Topics, now subagents. Salesforce renamed topics to subagents in April 2026 with no functional change. Each one scopes which instructions and actions apply. We test whether a user can talk their way into a subagent meant for verified customers or staff.
  • Actions. Flows, Apex, prompt templates and API calls. Actions run with the permissions of the running user, so a broad flow behind a harmless-sounding action is a privilege escalation path.
  • The agent user. Service agents get a dedicated agent user that starts with minimal access. Depending on how the customer is identified, the agent runs as that agent user or as the authenticated customer. We review the permission sets granted to it, object and field access, and what an unverified visitor can reach.
  • Untrusted CRM data. Web-to-Lead, Web-to-Case, email-to-case, chat transcripts and knowledge articles all feed text the agent will read. ForcedLeak used exactly this path.
  • The Trust Layer. Salesforce lists secure data retrieval, dynamic grounding, data masking, zero data retention with model providers, toxicity detection and security guardrails. These reduce risk, but they do not decide what your actions are allowed to do. We also check that Trusted URLs are tight and that no expired or broad domains sit on the list.

What does a pre-go-live test plan look like per platform?

AreaCopilot Studio testAgentforce test
AccessAuth mode, Require sign-in, channels exposed, sharing scopeAgent user permissions, verified vs unverified flows, channel exposure
Tool privilegeEnd user vs maker-provided credentials on every toolRunning user per action, flow and Apex access, field-level security
Indirect prompt injectionPlant instructions in email, SharePoint files, public web knowledgePlant instructions in Web-to-Lead, cases, email, knowledge articles
Data exfiltrationSend-mail tools, HTTP nodes, markdown images and links in repliesOutbound actions, image and link rendering, Trusted URLs list
Scope escapeTrigger tools or topics outside the intended use caseReach subagents and actions meant for other user types
AutonomyEvent triggers, “Ask the end user before running” on writesAutonomous actions without human confirmation
GovernanceDLP data groups, endpoint filtering, environment routing, audit logsPermission set hygiene, audit trail, sandbox-first change control
MappingOWASP Top 10 for Agentic Applications (ASI01 to ASI10)Same, plus OWASP LLM Top 10

The OWASP Top 10 for Agentic Applications, published in December 2025, gives you shared language for findings. Agent Goal Hijack (ASI01), Tool Misuse and Exploitation (ASI02) and Identity and Privilege Abuse (ASI03) cover most of what we find in low-code agents. Where the agent connects to MCP servers, we fold in our MCP server security assessment checks.

How do we run the test in practice?

  1. Export and inventory. We review the agent configuration, every tool, connection owner, knowledge source and data policy in scope.
  2. Threat model the inputs. For every knowledge source and trigger: can someone outside your organisation write to it?
  3. Attack with a normal user account, then an unauthenticated one if any channel allows it.
  4. Plant indirect payloads in the real input channels: an email to the monitored inbox, a lead form, a shared document.
  5. Try to move data out through every tool that can write, send or render a link.
  6. Report, fix, retest. Each finding comes with the conversation transcript, the configuration cause and a concrete fix, usually a credential mode, a permission set or a data policy change.

What evidence should you hand UAE auditors?

There is no UAE rule that says “test your Copilot Studio agent”, so do not let anyone sell you one. What exists is broader. The CBUAE AI guidance note (23 February 2026) expects licensed financial institutions to show governance and accountability, human oversight and sound data management for AI. DESC sets security expectations for Dubai government entities and their suppliers, covered in our Dubai government agentic AI checklist. Our guide to UAE AI security testing requirements maps the rest.

A practical evidence pack:

  • Agent inventory with owners, environments and channels
  • Configuration export showing auth mode, tool credential modes and data policies
  • Test plan mapped to OWASP agentic and LLM categories
  • Findings with transcripts, severity and business impact
  • Fix records and a dated retest
  • Ongoing controls: audit logging, change control for agents, re-test triggers

How much does a platform-agent review cost?

It scales with the number of agents, tools and back-end systems rather than the platform. A single agent sits close to a single-application LLM test; our AI red teaming cost guide explains the drivers and where multi-agent work lands.

Book a fixed-scope platform-agent security review

pentest.ae offers a fixed-scope Copilot Studio or Agentforce security review: one agent, its tools, knowledge sources and permissions, tested with direct and indirect prompt injection, reported against the OWASP Top 10 for Agentic Applications, with a retest included. For estates with many agents or autonomous triggers, we scope an agentic red team instead.

Going live with a Copilot Studio or Agentforce agent?

Tell us the platform, the number of tools and the data sources it reads. We will reply with a fixed-scope platform-agent security review quote, the test cases we will run, and a start date.

Get a platform-agent review quote

Frequently Asked Questions

What is a Copilot Studio security assessment?

A Copilot Studio security assessment tests a specific agent and its environment: authentication mode, tools and connectors, maker-provided credentials, knowledge sources, HTTP requests, triggers, channels and data policies. We then attack the running agent with direct and indirect prompt injection to see what data it leaks or what actions it takes. It is a test of your build, not of Microsoft's platform.

Does the Einstein Trust Layer stop prompt injection in Agentforce?

Not on its own. The Salesforce Trust Layer adds data masking, zero data retention with model providers, toxicity detection and security guardrails, which reduce risk. ForcedLeak showed that injected instructions in a Web-to-Lead form could still steer an agent until Salesforce shipped Trusted URLs enforcement. You still need to test what your agent's actions and permissions allow.

What is the biggest risk in low-code AI agents?

Over-permissioned tools combined with untrusted input. An agent that reads external email, web forms or shared documents and also holds a maker-provided connection to CRM, mail or SharePoint can be talked into reading data and sending it out. Indirect prompt injection is the trigger; excessive permissions decide how bad the outcome is.

How long does a Copilot Studio or Agentforce security review take?

A single agent with a handful of tools and knowledge sources usually fits a one-week window, similar to our 5-day LLM penetration test. Multi-agent setups, autonomous triggers, or agents that touch several back-end systems take longer and are better scoped as an agentic red team exercise.

What evidence do UAE regulators expect for AI agents?

No UAE rule prescribes a specific agent test, but the CBUAE AI guidance note (February 2026) expects governance, human oversight and data protection for AI at licensed financial institutions, and DESC sets security expectations for Dubai government. A dated report with scope, configuration review, attack results, fixes and retest is the evidence that satisfies those reviews in practice.

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