Connect Microsoft Copilot Studio

Microsoft Copilot Studio supports the Model Context Protocol (MCP). Once you add Klarify as an MCP server, your Copilot agents can search your processes, browse your organizational structure, and (for administrators) create or update content on your behalf.

Required permissions

Any Klarify user can connect Copilot Studio. The actions the agent can perform are limited to what your Klarify role allows. See Permissions and roles.

Prerequisites

• Access to Microsoft Copilot Studio
• A Klarify account in the organization you want to connect

Step 1: Add the Klarify MCP server

In Copilot Studio, add the Klarify MCP server using the following endpoint:

https://mcp.klarify.biz/mcp

Follow Microsoft’s guide for adding an MCP server: Add an existing MCP server to your agent.

Tip

Choose the Dynamic Discovery option when prompted. Klarify only exposes the tools your role can use, so the available toolset varies per user — dynamic discovery ensures Copilot picks up the right tools at runtime.

Step 2: Sign in to Klarify

The first time Copilot Studio connects, your browser opens a Klarify sign-in page.

1. Sign in with your Klarify account.
2. Approve the connection when prompted.
3. Return to Copilot Studio. The MCP server now shows as connected.

Step 3: Verify the connection

In a Copilot Studio test conversation, ask the agent to confirm it can reach Klarify. For example:

Who am I signed in as in Klarify?

The agent calls the get_current_user tool and returns your name, email, role, and current organization. If the agent reports it cannot find a Klarify tool, the MCP server is not active — re-check Step 1.

Signing out

To end the session and force a fresh sign-in next time, remove the Klarify MCP server in Copilot Studio, then add it again. Each new connection revokes the previous session.

Next steps

• Review permissions and roles
• Browse the tool reference
• Troubleshooting