> For the complete documentation index, see [llms.txt](https://docs.coupler.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coupler.io/destinations/categories/ai/ms_copilot_studio.md).

# Microsoft Copilot Studio

Microsoft Copilot Studio lets you build and extend AI agents that answer questions and take action on your behalf. By connecting Coupler.io as a Model Context Protocol (MCP) tool, your Copilot Studio agents can read business data from any Coupler.io source and answer questions about it in plain language — no SQL or code required.

## Why use Microsoft Copilot Studio as a destination?

* **Extend your agents with live data** — let your Copilot Studio agents query marketing, sales, or operational data on demand
* **Any source, one agent** — connect Google Ads, TikTok Ads, Google Drive, or any other Coupler.io source, and make it all available to the agent
* **No client ID or secret to manage** — Copilot Studio registers itself with Coupler.io automatically through OAuth dynamic discovery
* **Always fresh data** — schedule your data flow to refresh automatically so the agent always works with up-to-date data

## Prerequisites

* A Microsoft Copilot Studio environment with an agent you want to extend
* [Generative orchestration](https://learn.microsoft.com/en-us/microsoft-copilot-studio/advanced-generative-actions) enabled on the agent (the default for new agents)

## Quick start

{% hint style="success" %}
Add the Coupler.io MCP tool to your agent first, then create and run your data flow. Only data flows with the Microsoft Copilot Studio destination will be available to the agent.
{% endhint %}

### How to connect

{% stepper %}
{% step %}
**Add a source to your data flow.** In Coupler.io, create a new data flow and add at least one source — for example, Google Ads, TikTok Ads, or any other supported integration.
{% endstep %}

{% step %}
**Select Microsoft Copilot Studio as the destination.** In the destination step of your data flow, choose **Microsoft Copilot Studio** from the list of available destinations.
{% endstep %}

{% step %}
**Open your agent in Copilot Studio.** Go to [Microsoft Copilot Studio](https://copilotstudio.microsoft.com), pick the agent you want to extend, and confirm generative orchestration is turned on.
{% endstep %}

{% step %}
**Add the Coupler.io MCP tool.** Go to **Tools → Add a tool → New tool → Model Context Protocol**, then paste the **Coupler.io MCP server URL** shown in the destination step.
{% endstep %}

{% step %}
**Set authentication.** Choose **OAuth 2.0** and pick **Dynamic discovery**. No client ID or secret is needed — Copilot Studio registers itself with Coupler.io automatically. Click **Create**.

{% hint style="info" %}
The first time someone uses the tool, they'll see a consent card in chat and sign in to Coupler.io once. See Microsoft's [Connect your agent to an existing MCP server](https://learn.microsoft.com/en-us/microsoft-copilot-studio/mcp-add-existing-server-to-agent) guide for the full walkthrough.
{% endhint %}
{% endstep %}

{% step %}
**Run the data flow.** Click **Run** to execute the data flow manually. Once it completes successfully, ask the agent in Copilot Studio about your data — it will call the Coupler.io tools as needed.
{% endstep %}
{% endstepper %}

## Supported features

| Feature              | Supported |
| -------------------- | --------- |
| Replace mode         | Yes       |
| Append mode          | No        |
| Automatic scheduling | Yes       |
| Type enforcement     | No        |
| Templates            | No        |


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.coupler.io/destinations/categories/ai/ms_copilot_studio.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
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