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Note

To access Demandbase MCP in Copilot, the admin who builds and publishes the agent in Copilot Studio needs a Copilot Studio license, and end users interacting with that agent would need Microsoft 365 Copilot (Enterprise).

1. Log into Copilot Studio
   1. Go to: https://admin.cloud.microsoft/
   2. Log in with your account
2. Create a Copilot Agent in Copilot Studio
   1. Navigate to Navigate to: https://copilotstudio.microsoft.com
   2. Select the correct environment from the environment picker
   3. From the sidebar
      1. Click Agents
      2. Select Create -> Blank Agent
3. Configure Agent Overview
   • In the Overview section, provide the following details
     • Name: Provide a name for your agent
     • Description: Add a description
     • Agent Model: Select the model appropriate for your use case.
     • Add instructions: Give your agent instructions to follow while calling the tools.
       • We recommend these instructions
4. Configure MCP Tool
   1. Navigate to the Tools Section
      • Click on the Tools from the upper bar
      • Click the Add a tool button
   2. Add MCP Tool
      • Under the Model Context Protocol seciton, click New Tool
      • Select Model Context Protocol as the tool type
   3. Fill in the required information
      • Server Name: Give your server a name
      • Description: Enter a description
      • MCP Server URL: https://gateway.demandbase.com/mcp/servers/db-mcp
      • Authentication: OAuth (Dynamic Discovery)
      • Click Create
   4. Make a connection
      • After clicking create you will see this screen
      • Click Create new connection and then create, It will open a pop up
        • You will get 400 for now, copy the redirect url from the pop up. This url will be encoded, take the redirect_uri from the url and decode it using any url decoder and share it with the support team and ask them to whitelist it.
        • Once your redirect_uri is whitelisted, you can add your tool.
          • Go to tools and click add a tool and select your tools from Model Context Protocol
          • Click on reconnect to connect your tool. After it is connected, click on Add and configure.
          • Now you have successfully connected, you can verify by refreshing tools and Demandbase tools will be visible.