Connect Funnel MCP to an agent in Microsoft Copilot Studio. The agent can then use your Funnel workspace data and field definitions. You can publish the agent so Microsoft 365 Copilot and Microsoft Teams can use Funnel MCP.
During setup, Copilot Studio creates a callback URL. You must add this URL to Funnel before you complete the connection.
For more information, see Connect your agent to an existing Model Context Protocol (MCP) server in the Microsoft documentation.
Before you begin
You have a Funnel subscription and an owner role.
You have access to at least one Funnel workspace.
The workspace has at least one connected data source.
You have permission to edit or create an agent and add tools in Microsoft Copilot Studio.
Connect your Copilot Studio agent to Funnel MCP
1. Create a Copilot client in Funnel
In Funnel, open your profile menu.
Select Subscription overview.
From the Subscription Management left navigation pane, select Users.
Select the System users tab.
Click + Create System user.
Select MCP Client/App.
Click + Continue.
Select Microsoft Copilot Studio.
Enter a name for your Copilot Studio agent.
Click Create Copilot client.
Funnel opens the System user details page. Keep this page open. You must copy values from this page to Copilot Studio.
2. Add Funnel MCP to your Copilot Studio agent
In Copilot Studio, open your agent.
Click + next to Tools.
In Add a tool, select Model Context Protocol (MCP).
In Add MCP server, enter a Server name.
Enter a Server description.
Copy the Server URL from Funnel.
Paste the URL into Server URL in Copilot Studio.
Under Authentication, select OAuth 2.0.
Under Configuration type, select Manual.
Copy each value from Funnel into the matching field in Copilot Studio:
Client ID to Client ID
Client secret to Client secret
Authorization URL to Authorization URL
Token URL to Token URL
Refresh URL to Refresh token URL
Scope to Scopes
Click Add. Copilot Studio shows a dialog with the redirect URL.
3. Add the Copilot Studio callback URL in Funnel
Copy the redirect URL.
Return to the System user details page in Funnel.
Paste the URL into Allowed Callback URLs.
Click Save callback URLs. Paste the callback URL exactly. Do not add wildcards or change the URL.
4. Finish the connection in Copilot Studio
Return to Copilot Studio.
In the Save your redirect URL dialog, click Next.
In Select a connection, open the Connection menu.
Select Create new connection.
In the connection dialog, click Create.
In the Funnel authorization window, review the requested access.
Click Accept.
In Select a connection, select the connected Funnel MCP connection.
Click Add. Funnel MCP appears in the list of tools.
Open the Funnel MCP tool.
Select the tools that the agent can use.
Under Authentication mode, select User.
Click Confirm.
Open Preview.
Enter a prompt to verify the connection.
When Copilot Studio requests permission to use the Funnel MCP tool, click Allow.
Save the changes.
(Optional) Evaluate the agent before you publish it. For the procedure, see Evaluate an agent (preview).
5. (Optional) Publish the agent to Microsoft 365 Copilot and Microsoft Teams
Publish the agent to Microsoft 365 Copilot or Microsoft Teams.
For channel requirements, see Publish overview for agents.
In Copilot Studio, open your agent.
Expand the Publish options.
Select the Teams + Microsoft 365 check box.
Under Turn on Microsoft 365, select Make agent available in Microsoft 365 Copilot.
If you do not select Make agent available in Microsoft 365 Copilot, the agent is available only in Microsoft Teams.
Click Save and publish.
Publishing can take a few minutes. For status descriptions, see Publish states.
To open the agent in Microsoft 365 Copilot, click See agent in Microsoft 365.
To open the agent in Microsoft Teams, click See agent in Teams.
When a permission prompt appears, grant the requested access.
Note: To publish the agent to another channel, see Available channels for agents. An administrator can block a channel. If the Teams + Microsoft 365 channel is unavailable, ask your administrator to allow the channel for Copilot Studio agents.
What to expect
Your Copilot Studio agent is connected to Funnel MCP with OAuth. The agent can use the enabled Funnel MCP tools to query workspace data and field definitions. These tools are read-only and run on behalf of the signed-in user.
If you publish the agent, users who install it can use the same tools in Microsoft 365 Copilot and in a private Microsoft Teams chat. Each user must authorize Funnel MCP.