Using the MCP Server in Microsoft Copilot

Microsoft Copilot can use Omni as a data source through MCP. You add the Omni MCP Server to an agent in Microsoft Copilot Studio, then use that agent from Microsoft Copilot to ask questions about your data.

Custom MCP servers aren’t added in the Microsoft Copilot chat assistant directly—they’re added through Copilot Studio. You’ll set up the connection on a Copilot Studio agent, then surface that agent in Microsoft Copilot.

Requirements

Every person who wants to use the MCP Server must create their own connection.

To follow the steps in this guide, you’ll need:

The following in Microsoft Copilot Studio:
- A Copilot Studio environment where you have permission to create and edit agents and tools.
- Generative orchestration enabled on the agent, which is required to use MCP tools.
The following in Omni:
- The MCP Server AI setting. An Organization Admin can enable this setting by navigating to AI Hub > Setup > General.
- Personal access tokens (PATs), which are required to use OAuth to authenticate. An Organization Admin can activate them by going to Settings > API Keys > Personal tokens.

Setup

Choose an authentication method. See the MCP authentication guide if you need help deciding.

OAuth (Recommended)
API Key

OAuth provides streamlined setup without manually managing API keys.

Add the MCP Server

In Copilot Studio, open your agent and go to the Tools page.
Select Add a tool, then New tool.
Select Model Context Protocol to open the MCP wizard.
Fill in the following fields:
- Server name — Enter a name, such as Omni
- Server description — Enter a description, such as Connect to Omni analytics data
- Server URL — Paste the OAuth URL:
  https://callbacks.omniapp.co/callback/mcp

Configure authentication

Set Authentication to OAuth 2.0.
Select Dynamic Discovery.
Select Create.

Authorize the connection

On Add tool, select Create a new connection.
Your browser will open and redirect you to an Omni authorization page.
Review the requested permissions and click Authorize.

Omni will automatically create a Personal access token and link it to your Omni user account.

Add the tool to your agent

Select Add to agent to finish. Confirm generative orchestration is enabled on the agent so it can call the MCP tools.

Verify the connection

Open the Test your agent pane in Copilot Studio and send a trivial prompt such as Hey Omni, what models can you access?. If the agent invokes the Omni tool and returns a response, the connection is working.

API key authentication gives you direct control over key management.

Create an API key

If you don’t have an Omni API key, create one before continuing.

Add the MCP Server

In Copilot Studio, open your agent and go to the Tools page.
Select Add a tool, then New tool.
Select Model Context Protocol to open the MCP wizard.
Fill in the following fields:
- Server name — Enter a name, such as Omni
- Server description — Enter a description, such as Connect to Omni analytics data
- Server URL — Enter your instance URL with /mcp/https appended:
  https://<YOUR_OMNI_INSTANCE>/mcp/https
Replace <YOUR_OMNI_INSTANCE> with your Omni URL (e.g., acme.omniapp.co).

Configure authentication

Set Authentication to API Key.
Set Type to Header.
Set the Parameter name to Authorization.
Select Create.

Add the tool to your agent

On Add tool, select Create a new connection.
When prompted for the API key, enter your Omni API key prefixed with Bearer :
```
Bearer <OMNI_API_KEY>
```
Select Add to agent to finish.

Copilot Studio’s MCP tool sends a single authentication header, so the optional X-MCP-* headers used to scope other clients (model ID, topic, user) can’t be set here. To scope queries, configure the model and topic in Omni instead.

Verify the connection

Using the MCP

Once the MCP Server is added to your agent, Copilot Studio uses it automatically when you ask questions about your data.

Confirm generative orchestration is enabled on the agent.

In the Copilot Studio test pane, enter a prompt such as Hey Omni, tell me how many users have been sourced by search and email. Once the agent is published, you can send the same prompt from Microsoft Copilot.

If prompted, approve the tool invocation to proceed.

The MCP Server will pick a model and topic, then run a query to retrieve the data.

To make the agent available to end users in Microsoft Copilot, publish it from Copilot Studio and add it to Microsoft Copilot.

Documentation Index

​Requirements

​Setup

​Using the MCP

Requirements

Setup

Using the MCP