Copilot

To enable Demandbase MCP for Copilot, follow these steps.

  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.
  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
    4. Make a connection
      • After clicking create you will see this screen image10.png
      • 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.