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Prerequisites

  • A Clarifeye knowledge store with your MCP Server URL from the Deploy tab (see overview). The Advanced setup also requires your Client ID and Client Secret from the same tab.
  • A Microsoft 365 Copilot license.

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Step 1: Set up the MCP server

In Microsoft Copilot, go to Tools and click Add a tool > MCP. Choose one of the two setup paths below.
Fill in the server details:
  • MCP URL: Your MCP Server URL (e.g. https://eu.app.clarifeye.ai/mcp)
  • Name: Clarifeye
  • Description: Leverage the Clarifeye knowledge store
Set Authentication to OAuth 2.0 and choose Dynamic Discovery. Copilot Studio completes the OAuth exchange automatically — no manual credentials and no redirect URLs are required.

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Step 2: Add the Skill to the instructions

On the Deploy tab of your Clarifeye knowledge store, use the Copy instructions button to copy the full Clarifeye instructions, then paste them directly into your agent’s instructions in Copilot Studio.

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Step 3: Test your connection

In Copilot Studio, send a test message to your agent to confirm it can reach the Clarifeye knowledge store and run tools.

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Step 4: Share and publish your agent

Once the connection works, share and publish your agent in Copilot Studio so your team can use it.