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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 enabled on the agent (the default for new agents)

Quick start

How to connect

1

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.

2

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.

3

Open your agent in Copilot Studio. Go to Microsoft Copilot Studio, pick the agent you want to extend, and confirm generative orchestration is turned on.

4

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.

5

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.

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 guide for the full walkthrough.

6

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.

Supported features

Feature
Supported

Replace mode

Yes

Append mode

No

Automatic scheduling

Yes

Type enforcement

No

Templates

No

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