Microsoft 365 Copilot

In your Microsoft 365 work environment, a Copilot Studio agent can use Persyst tools over MCP. Once published and installed, this agent opens in Microsoft 365 Copilot chat.

Before you startCopy section link

You need a Persyst account with authorized connectors, a Microsoft 365 work account and authoring permissions in Copilot Studio. Your Microsoft administrator must allow the required environment, connectors and features.

For the published chat, plan for either a Microsoft 365 Copilot license covering internal use under your authenticated identity, or Copilot Studio capacity funded by your organization through credits or pay-as-you-go, depending on its configuration. Microsoft usage limits still apply. Microsoft licensing and capacity.

Connect Persyst in StudioCopy section link

Open Copilot Studio and create or open an agent named Persyst. Enable generative orchestration under Settings → Generative AI and save. If Microsoft displays terms related to the features used or regional data processing, review them with your administrator before accepting them.

Under Tools → Add a tool → New tool → Model Context Protocol, enter:

The description must contain at least 30 characters. Click Create, create the connection and sign in to Persyst. Choose the relevant organization if you belong to several, then allow access. Return to Studio and click Add to add the tool to the agent. Microsoft MCP setup wizard.

In the tool details, keep Additional details → Credentials to use → End user credentials. Each person will use their own Persyst account and permissions. Tool user authentication.

Test in StudioCopy section link

Open Test and send:

Use Persyst to list the connectors I can access. Describe the available sources and the types of questions I can ask about them.

Check that the agent calls Persyst tools and retrieves your connectors. If it answers without using them, check generative orchestration and that the server was actually added to its tools. To guide the agent, you can add these instructions:

For requests about my business data, use Persyst tools. Start by listing the available connectors. If several sources could answer, ask which one to use. Cite your sources and report any errors or limits without inventing a result.

Install for yourself in the real chatCopy section link

1. Publish the agent using Publish, including after changes to tools or orchestration.
2. Under Channels → Microsoft 365 and Microsoft Teams, enable Make agent available in Microsoft 365 Copilot and add the channel.
3. Open See agent in Microsoft 365, then choose Add to install it on your account. Review the displayed terms and permissions.
4. In Microsoft 365 Copilot, open Agents → Persyst. You can also type @ in a new chat and select your agent.
5. Send the same example as in Studio. If prompted to connect to Persyst, sign in with your own account, then repeat the request.

Some command names vary by portal language or version; the channel can also offer an option to open Teams. Microsoft installation and channels.

Share with colleaguesCopy section link

Publishing, personal installation and sharing have separate settings. To start with your own account, install the agent for yourself.

To grant colleagues access, share the agent with the relevant people or groups using End user access, then send them the installation link. To list it in your organization’s catalog, use Availability options → Show to everyone in my org → Submit for admin approval and follow your organization’s Microsoft approval process.

Each colleague needs access to the agent, an authorized Persyst account and appropriate Microsoft licensing or capacity. End user credentials keeps each person’s own Persyst permissions. Sharing an agent.

If the chat does not answerCopy section link

Microsoft documents possible causes and capacity checks in its usage limit troubleshooting guide.

After testing the connection, ask a first question about your data.