Connecting Milestone MCP to Microsoft Copilot Studio
Add the Milestone MCP server to a Copilot Studio agent so you can query engineering data via natural language.
MCP URL: https://app.mstone.ai/api/v1/mcp/
Prerequisites
- Access to a Microsoft Copilot Studio environment
- A Milestone account with an active workspace
- Agent admin permissions in Copilot Studio
Step 1: Add Model Context Protocol to Copilot Studio
In your Copilot Studio agent, navigate to the Tools tab, then click the + button to create a new tool. From the dialog, select Model Context Protocol.
Step 2: Fill in the MCP Server Details
Fill in the required fields as follows, then click Create:
| Field | Value |
|---|---|
| Server name | Milestone MCP |
| Server URL | https://app.mstone.ai/api/v1/mcp/ |
| Authentication | OAuth 2.0 → Dynamic Discovery |
Step 3: Add the Tool to Your Agent
In your agent, go to the Tools tab and click Add a tool.
Step 4: Search for Milestone MCP
In the Add tool dialog, search for the Milestone MCP server you just configured and select it.
Step 5: Create a New Connection
The tool will show "Not connected." Click the dropdown and select Create new connection.
Step 6: Sign In to Milestone
A Milestone login screen will open in your browser. Enter your email and continue to authenticate.
Step 7: Connect to Your Milestone Workspace
Connect to your Milestone workspace and click Allow to grant the required permissions.
Step 8: Add and Configure
Once the connection shows as established (green indicator), click Add and configure to complete adding the tool to your agent.
Step 9: Activate the Connection in Connection Manager
Go to the Connection Manager and click Connect next to the Milestone MCP entry to finalize the connection.