Magic Moment Playbook

Publisher Attestation: The information on this page is based on a self-assessment report provided by the app developer on the security, compliance, and data handling practices followed by this app. Microsoft makes no guarantees regarding the accuracy of the information.

Last updated by the developer on: October 21, 2026

General information

Information provided by 株式会社Magic Moment to Microsoft:

Information Response
App name Magic Moment Playbook
ID WA200008333
Office 365 clients supported Microsoft Teams
Partner company name 株式会社Magic Moment
Company's website https://magicmoment.jp
App's Terms of Use https://storage.googleapis.com/assets-playbook-production/u...
Core functionality of the app Magic Moment Playbook is a sales CRM/SFA that records customer interactions automatically and uses AI to draft activity records, summaries and next actions for reps to review. In Microsoft Teams the app opens the Playbook home screen (calendar, AI record approval, AI assistant, deals, accounts, contacts, email). In Microsoft 365 Copilot, a read-only agent answers questions using only the data the signed-in user can view in Playbook. Data is stored per tenant in Google Cloud (Japan).
Company headquarter location Japan
App info page https://playbook.jp/help/Apps/TeamsApp/Features
What is the hosting environment or service model used to run your app? Saas
Which hosting cloud providers does the app use? GCP
Is AI functionality part of the app's features or workflows? Yes
Online Service interfaces Microsoft identity platform (OAuth 2.0), delegated scopes: offline_access, User.Read, Calendars.ReadWrite, OnlineMeetings.ReadWrite, OnlineMeetingTranscript.Read.All, Mail.Read, Mail.ReadWrite, Mail.Send. Graph v1.0: /me, /me/events, /me/calendar, /me/onlineMeetings (+transcripts), /me/messages, /subscriptions webhooks. Teams JS, Teams meeting bot. Microsoft 365 Copilot declarative agent calls our MCP server (mcp.playbook.jp) with tokens from our OAuth 2.1 server (auth.playbook.jp, PKCE).

Questions

Questions or updates to any of the information you see here? Contact us!

How the app handles data

This information has been provided by 株式会社Magic Moment about how this app collects and stores organizational data and the control that your organization will have over the data the app collects.

Information Response
Does the app or underlying infrastructure process any data relating to a Microsoft customer or their device? Yes
What data is processed by your app? Sales data entered or connected by the customer: business contacts (name, company, email, phone), accounts, deals, activities, and content such as meeting recordings, transcripts, notes and emails that AI summarizes. Also end-user IDs (name, email, Teams user ID) and calendar and email data from Microsoft 365. The Copilot agent returns records the user can view (incl. AI summaries, up to 10 email bodies) to Copilot; no recordings or raw transcripts. Stored per tenant in Google Cloud (Japan).
Does the app support TLS 1.2 or higher? Yes
Does the app or underlying infrastructure store any Microsoft customer data? Yes
What data is stored in your databases? Per-tenant sales data: accounts, contacts and leads (name, company, email, phone), deals, activities and tasks; content such as meeting recordings, transcripts, notes, emails and AI summaries; user account data (name, email, Teams user ID); calendar events and email metadata from Microsoft 365. For the Copilot agent: OAuth clients, consents, hashed tokens (no plain text) and tool-call audit logs (no request bodies). Encrypted at rest (Google Cloud default).
If underlying infastructure processes or stores Microsoft customer data, where is this data geographically stored? Japan
Do you have an established data rentention and disposal process? Yes
How long is data retained after account termination? More than 90days
Do you have an established data access management process? Yes
Do you transfer customer data or customer content to third parties or sub-processors? Yes
Do you have data sharing agreements in place with any third party service you share Microsoft customer data with? Yes

Questions

Questions or updates to any of the information you see here? Contact us!

This information has been provided by Magic Moment Playbook about the security practices this app employs.

Information Response
Do you perform annual penetration testing on the app? Yes
Does the app have a documented disaster recovery plan, including a backup and restore strategy? Yes
Does your environment use traditional anti-malware protection or application controls? TraditionalAntiMalware, ApplicationControls
Do you have an established process for indentifying and risk ranking security vulnerabilities? Yes
Do you have a policy that governs your service level agreement (SLA) for applying patches? Yes
Do you carry out patch management activities according to your patching policy SLAs? Yes
Does your enviroment have any unsupported operating systems or software? No
Do you conduct quarterly vulnerability scanning on your app and the infastructure that supports it? Yes
Do you have a firewall installed on your external network boundary? Yes
Do you have an established change management process used to review and approve change requests before they are deployed to production? Yes
Is an additional person reviewing and approving all code change requests submitted to production by the original developer? Yes
Do secure coding practices take into account common vulnerability classes such as OWASP Top 10? Yes
Multifactor Authentication (MFA) enabled for: CodeRepositories, DNSManagement, Credential
Do you have an established process for provisioning, modification, and deletion of employee accounts? Yes
Do you have Intrusion Detection and Prevention (IDPS) software deployed at the perimeter of the network boundary supporting your app? Yes
Do you have event logging set up on all system components supporting your app? Yes
Are all logs reviewed on a regular cadence by human or automated tooling to detect potential security events? Yes
When a security event is detected are alerts automatically sent to an employee for triage? Yes
Do you have a formal information security risk management process established? Yes
Do you have a formal security incident response process documented and established? Yes
Do you report app or service data breaches to supervisory authorities and individuals affected by the breach within 72 hours of detection? Yes

Questions

Questions or updates to any of the information you see here? Contact us!

This information has been provided by 株式会社Magic Moment regarding the compliance standards their app requires and the certifications they have achieved.

Information Response
Does the app comply with the Health Insurance Portability and Accounting Act (HIPAA)? N/A
Does the app comply with Health Information Trust Alliance, Common Security Framework (HITRUST CSF)? N/A
Has the organization achieved a Service Organization Controls (SOC 1) Certification? No
Has the organization achieved a Service Organization Controls (SOC 2) Certification? No
Has the organization achieved a Service Organization Controls (SOC 3) Certification? No
Do you carry out annual PCI DSS assessments against the app and its supporting environment? N/A
Is the app International Organization for Standardization (ISO 27001) certified? Yes
Does the app comply with International Organization for Standardization (ISO 27018)? No
Does the app comply with International Organization for Standardization (ISO 27017)? No
Does the app comply with International Organization for Standardization (ISO 27002)? No
Is the app Federal Risk and Authorization Management Program (FedRAMP) compliant? No
Does the app comply with Family Educational Rights and Privacy Act (FERPA)? N/A
Does the app comply with Children's Online Privacy Protection Act (COPPA)? N/A
Does the app comply with Sarbanes-Oxley Act (SOX)? N/A
Does the app comply with NIST 800-171? N/A
Has the app been Cloud Security Alliance (CSA Star) certified? No

Questions

Questions or updates to any of the information you see here? Contact us!

This information has been provided by 株式会社Magic Moment about the privacy posture of their app.

Information Response
Do you have GDPR or other privacy or data protection requirements or obligations (such as CCPA)? Yes
Does the app have an external-facing privacy notice that describes how it collects, uses, shares, and stores customer data? Yes
Privacy Policy URL https://magicmoment.jp/company/privacy-policy
Does the app perform automated decision making, including profiling that could have a legal effect or similar impact? No
Does the app process customer data for a secondary purpose not described in the privacy notice (i.e. marketing, analytics)? No
Do you process special categories of sensitive data (i.e. racial or ethnic origin, political opinion, religious or philosophical beliefs, genetic or biometric data, health data) or categories of data subject to breach notification laws? No
Does the app collect or process data from minors (i.e., individuals under the age of 16)? No
Does the app have capabilities to delete an individual's personal data upon request? Yes
Does the app have capabilities to restrict or limit the processing of an individual's personal data upon request? N/A
Does the app provide individuals the ability to correct or update their personal data? Yes
Are regular data security and privacy reviews performed (for example, Data Protection Impact Assessments or privacy risk assessments) to identify risks related to the processing of personal data for the app? Yes

Questions

Questions or updates to any of the information you see here? Contact us!

Information Response
Does your application integrate with Microsoft identity platform (Microsoft Entra ID) for single-sign on, API access, etc.? Yes
Have you reviewed and complied with all applicable best practices outlined in the Microsoft identity platform integration checklist? Yes
Does your app use the latest version of MSAL (Microsoft Authentication Library) or Microsoft Identity Web for authentication? No
Does your app support Conditional Access policies? No
If your app does not use one of the above libraries, what authentication library or libraries does it use? golang.org/x/oauth2 (Go) with the Microsoft identity platform v2.0 endpoints (OAuth 2.0 authorization code flow), and a Microsoft Graph SDK for Go generated with Kiota for API calls.
Does your app support Continuous Access Evaluation (CAE) No
Does your app store any credentials in code? No
Apps and add-ins for Microsoft 365 might use additional Microsoft APIs outside of Microsoft Graph. Does your app or add-in use additional Microsoft APIs? No

Data access using Microsoft Graph

Graph Permission Permission Type Justification Microsoft Entra App ID
Calendars.ReadWrite delegated Read the user's calendar events to show upcoming meetings in the app and let Meeting Bot join and record them, and create, update or delete calendar events for sales activities the user schedules in Magic Moment Playbook. 89c2eafe-9d79-40c3-86da-3924eceeda6f
Mail.Read delegated Read the user's email messages (and receive change notifications for new messages) to record email exchanges with customers on the related accounts, contacts and deals in Magic Moment Playbook. 89c2eafe-9d79-40c3-86da-3924eceeda6f
Mail.ReadWrite delegated Create draft messages (new emails, replies and attachments) in the user's mailbox before sending them, when the user composes an email to a customer in Magic Moment Playbook. 89c2eafe-9d79-40c3-86da-3924eceeda6f
Mail.Send delegated Send emails to customers from the user's own mailbox when the user sends an email from Magic Moment Playbook. 89c2eafe-9d79-40c3-86da-3924eceeda6f
OnlineMeetingTranscript.Read.All delegated Read the transcripts of the user's own Teams meetings so that AI can draft activity records (summaries and next actions) for the user to review in Magic Moment Playbook. 89c2eafe-9d79-40c3-86da-3924eceeda6f
OnlineMeetings.ReadWrite delegated Read the Teams online meetings in the user's calendar and their details so that meetings can be matched to customer records in Magic Moment Playbook. 89c2eafe-9d79-40c3-86da-3924eceeda6f
User.Read delegated Sign in and read the signed-in user's basic profile (name and email) to link the user's Microsoft 365 account to their Magic Moment Playbook account. 89c2eafe-9d79-40c3-86da-3924eceeda6f

This application does not have Additional APIs.

Questions

Questions or updates to any of the information you see here? Contact us!

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