Create a Microsoft Copilot agent to run Reltio MCP tools
Learn how to create a Microsoft Copilot agent that connects to Reltio MCP so that the agent can discover and run Reltio MCP tools in your Reltio environment.
Use Microsoft Copilot to connect to the Reltio MCP server when you want to view available MCP tools, provide required parameters, and execute those tools in your Reltio environment. For more information, see MCP tools.
Prerequisites
- You must have access to Microsoft Copilot Studio or Microsoft 365 Copilot Agent Builder.
- Your organization has an eligible Microsoft 365 subscription with Copilot enabled.
- You are signed in using a Microsoft ID.
- You have permission to create and manage agents in the Copilot environment, or administrator approval if agent creation is restricted.
- An administrator has enabled Copilot features in your Microsoft 365 tenant.
- You have access to a Reltio environment that exposes its MCP server endpoint. For more information, see Authentication flow for the AgentFlow MCP Server.
Create a Microsoft Copilot agent
To create a Microsoft Copilot agent and connect it to the Reltio AgentFlow MCP server, follow these steps:
- Go to Microsoft Copilot Studio (
copilotstudio.microsoft.com) and sign in using your Microsoft ID account. - Select + New agent.
- On the Start building your agent page, select the Configure tab.
- Configure the agent details:
- In the Name field, enter a name for your agent (for example, Reltio Data Explorer).
- In the Description field, enter a description for the agent.
- In the Instructions field, define the agent's behavior and scope.
- Select Create to provision the agent.
- Select the Tools tab, and then select Add tool.
- In the Add a tool dialog, select Model Context Protocol.
- Configure the MCP server connection:
- Enter a server name and description.
- In the Server URL field, enter the Reltio MCP server endpoint:
Replacehttps://<environment>.reltio.com/ai/tools/mcp/<environment>with your tenant domain. - Select OAuth 2.0 as the authentication method and provide the required credentials (Client ID, Client Secret, Authorization URL, Token URL, and scopes). For more information, see Obtaining access tokens with client credentials grant type.
- Select Create, and then select Connect to establish the connection.
- When the connection succeeds, verify that the MCP tools appear in the Tools tab. Note: Copilot Studio doesn't support renewing an expired tool connection. When the connection expires, create a new connection using the same tool in Connection Manager. You can have multiple connections for the same agent tool.
- Select Test and run a sample query to validate that the agent can use the MCP tools.
Result
You created a Microsoft Copilot agent that is connected to the Reltio MCP server and can discover and run Reltio MCP tools to provide access to data in your Reltio environment.
Video demo
Watch this video to see how to create a Microsoft Copilot agent and connect it to the Reltio MCP server.