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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 both OAuth and API key authentication for Model Context Protocol (MCP) tools.

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 agents and tools.
  • An Atlan API key if you plan to use API key authentication. You can generate an API key in Atlan by going to Admin Settings → API Keys / Tokens and creating a new key.

Create and configure an agent​

Microsoft Copilot Studio agents can connect to the Remote MCP server using either OAuth or API key authentication. Use the option that best fits how you want users to authenticate:

  1. In Copilot Studio, go to Agents.

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

  3. Open the agent, go to the Tools tab, and click New tool.

  4. In the onboarding wizard, select Model Context Protocol as the tool type.

  5. Add a name and description for the tool so users know it connects to Atlan.

  6. For Authentication type, choose OAuth (SSO) and set the MCP endpoint to:

    https://<your-tenant>.atlan.com/mcp

  7. Click Create to finish adding the tool to your agent, and configure it as needed.

  8. Open the Chatbot panel and run a query. 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.