Skip to main content

Set up Microsoft Copilot Studio with Remote MCP Private Preview

You can connect Microsoft Copilot Studio with the Atlan Remote MCP server to enable metadata-powered experiences.
Copilot Studio supports API Key authentication only. OAuth isn't available.

Prerequisites​

Before you begin, make sure you have:

  • An Atlan tenant with Remote MCP enabled. If you don't have access, contact Atlan support or your Atlan customer team to request it.
  • Microsoft Copilot Studio access with permissions to create connectors and agents.

Create a custom connector​

  1. In Atlan, generate an API key by going to Admin Settings → API Keys / Tokens.

  2. In Microsoft Copilot Studio, go to Tools, and select Custom Connector.

  3. Choose Create From Blank and add a name for the connector.

  4. In the connector, go to the General Information tab and then open the Swagger Editor tab.

  5. Add the following Swagger YAML in the editor:

    swagger: '2.0'
    info:
      title: Atlan
      description: Atlan ModelContextProtocol server for copilot testing
      version: 1.0.0
    host: <your-tenant>.atlan.com
    basePath: /
    schemes:
      - https
    paths:
      /mcp/api-key:
        post:
          summary: Atlan copilot mcp server
          x-ms-agentic-protocol: mcp-streamable-1.0
          consumes:
            - application/json
          operationId: InvokeMCP
          responses:
            '200':
              description: Success
          parameters:
            - name: Accept
              in: header
              required: true
              type: string
              enum:
                - text/event-stream, application/json
              default: text/event-stream, application/json
    securityDefinitions:
      api_key:
        type: apiKey
        in: header
        name: Authorization
    security:
      - api_key: []

  6. After adding the Swagger YAML, click Create Connector and wait for it to update.

Create and configure an agent​

After setting up the custom connector, you now need to create an agent in Copilot Studio and link it to the connector so it can access Atlan’s MCP tools.

  1. In Copilot Studio, go to Agents.

  2. Create a new agent by adding a name and description, then click Create.

MCP Microsoft Copilot

  1. In the new agent, go to the Tools tab and click Add a Tool.

  2. Search for the custom connector you created earlier and add it.

  3. In Connection, choose Create New Connection and add the API key for your tenant.

  4. Click Add to Agent. Then click on the newly added tool name.

  5. Reload inputs and from the options dropdown choose:

    text/event-stream, application/json

  6. Go to Tools and reload. You'll now see all the tools available.

  7. Open the chatbot panel and run a query. If prompted to connect, use Connection Manager to create or select a connection and submit. Once connected, queries run successfully through Atlan MCP.

    For more information, see the list of Atlan MCP tools.

Need help?​

If you have any issues while configuring Microsoft Copilot Studio with Remote MCP, contact Atlan Support for assistance.