Skip to navigation
IntroductionGetting started

Microsoft Copilot

Microsoft Copilot connects to the MCP server through a Copilot agent. You build and configure the Copilot agent in Microsoft Copilot Studio. People then use it in Microsoft 365 Copilot and Microsoft Teams. You do not need an admin to use the Copilot agent yourself or to share it with specific people.

Requirements

Step 1: Create a Copilot agent

  1. Open Copilot Studio.

  2. Create a new agent. Example name: Ada.

  3. Optional: add instructions for the Copilot agent. Example:

    You help the team understand and improve our Ada AI Agent.
    Use the Ada tools to answer questions about conversations, topics, metrics, knowledge, and configuration.
    Base every answer on data from the Ada tools. If the tools return no data, say so.

Step 2: Add the MCP server

  1. In the Copilot agent, go to the Tools page.
  2. Select Add a tool.
  3. Select New tool.
  4. Select Model Context Protocol. The MCP onboarding wizard opens.
  5. Fill out these values:
    • Server name: A name for this connection. Example: Ada.
    • Server description: What the server does. Copilot Studio uses the description to decide when to call the server. Example: Reads conversations, metrics, knowledge, and configuration from the Ada AI Agent.
    • Server URL: https://<your-ada-instance-domain>/api/mcp/oauth.
  6. For Authentication, select OAuth 2.0.
  7. For the OAuth 2.0 type, select Dynamic discovery.
  8. Select Create. Then select Next.
  9. Select Create a new connection.
  10. Log in with your Ada credentials.
  11. Select Add to agent.

Keep the Authentication setting of the tool on End user. This is the default. With this setting, each person logs in with their own Ada account, and their Ada role applies. Maker-provided gives every user of the Copilot agent the Ada access of the person who built it. To check the setting, open the tool and expand Additional details.

Step 3: Publish to Microsoft 365 Copilot and Teams

  1. Select Publish. Then confirm.
  2. Go to Channels. Open the Teams and Microsoft Copilot channel.
  3. Confirm that Make agent available in Microsoft Copilot is selected.
  4. Select Add channel.
  5. Select See agent in Teams. Then select Add. The Copilot agent installs in Teams and in Microsoft 365 Copilot for you.
  6. In Microsoft 365 Copilot, enter @ and select the Copilot agent.
  7. Ask a question about your AI Agent. See the prompt library for examples.
  8. If the Copilot agent asks you to log in, log in with your Ada credentials.

Step 4: Share the Copilot agent

Each person who uses the Copilot agent logs in with their own Ada account the first time. Each person needs an Ada dashboard account.

Share with specific people

This option does not need an admin.

  1. In Copilot Studio, open the Teams and Microsoft Copilot channel.
  2. Select Availability options.
  3. Select Show to my teammates and shared users.
  4. Review who has access. Then select Share.

The Copilot agent appears in the Shared with you section of the Microsoft 365 Agent Store. To send a direct link, select Availability options. Then select Copy link.

Share with everyone in your organization

This option needs approval from a Microsoft 365 admin.

  1. In Copilot Studio, open the Teams and Microsoft Copilot channel.
  2. Select Availability options.
  3. Select Show to everyone in my org.
  4. Select Submit to org catalog. Then confirm.
  5. Ask your Microsoft 365 admin to approve the Copilot agent.

Troubleshooting

  • You cannot install the Copilot agent in Teams or Microsoft 365 Copilot. Your organization must allow Power Platform apps in Teams. Ask your Teams admin.
  • The connection to the MCP server is blocked. Copilot Studio connects to MCP servers through Power Platform connectors. A data policy can block these connectors. Ask your Power Platform admin.
  • The Copilot agent cannot make changes. Write tools require the Owner or Admin role. See Permissions.

For other issues, see Troubleshooting.

Next steps