Microsoft Copilot Studio

Get your instance’s connection values from Connect a client → Copilot Studio in the console, or ask your administrator. See connection prerequisites and sign-in before starting.

These screenshots show the agent-building interface provided in September 2026. Available options can depend on your account and environment permissions.

1. Create or open an agent

Choose Agent on the start page, or open an existing agent.

Start page with Agent and Workflow choices

On the agent’s Build tab, click the + beside Tools.

Agent Build tab with an arrow pointing to the Tools plus button

In Add a tool, choose + Add → Model Context Protocol (MCP).

Add a tool dialog with the Add menu showing Model Context Protocol

2. Configure the MCP server

Enter a server name and description, then copy the connection values from your instance’s console page.

Setting	Value
Server URL	Your instance’s MCP URL
Authentication	OAuth 2.0
Configuration type	Dynamic
Authorization URL	Your instance’s path-based Authorization URL
Token URL	Your instance’s Token URL
Refresh URL, if requested	Same value as Token URL

For example, the URL shapes are:

Server URL: https://server.cutova.ai/mcp/YOURQUICKCODE
Authorization URL: https://server.cutova.ai/oauth/YOURQUICKCODE/authorize
Token URL: https://server.cutova.ai/oauth/token

Use the actual values from your console. ABCD in the screenshot and YOURQUICKCODE above are placeholders.

Choose Dynamic, as shown, rather than Dynamic (with discovery). The path-based Authorization URL carries the instance’s quick code through this client’s sign-in flow. Click Add.

Add MCP server dialog with OAuth 2.0, Dynamic configuration, path-based Authorization URL and Token URL

3. Create a connection

In Select a connection, open the Connection dropdown and choose Create new connection.

Connection dropdown showing Create new connection

Optionally enter a display name such as Epicor Kinetic connection, then click Create.

Connection creation dialog with an optional display name and Create button

The sign-in window takes you to your own Epicor environment first. Sign in using your normal account and sign-in method.

Example Epicor sign-in screen

On the Epicor MCP Auth screen, review the notice and click Authorize.

Epicor MCP Auth screen with the Authorize button

Cutova then shows Authorize access to Epicor. Check your signed-in user, environment, application and destination before selecting Allow access. In this Copilot Studio example, the application is labeled Credential Manager and the destination is https://global.consent.azure-apim.net. Approve only the connection you just initiated and recognize.

Cutova authorization window showing Credential Manager, the destination and Allow access

For Epicor Classic’s token-paste flow, see the shared sign-in guide.

5. Add the authorized connection to the agent

Back in Select a connection, confirm your connection has a green check and click Add.

Selected Epicor Kinetic connection with a green check and enabled Add button

Confirm Cutova appears under the agent’s Tools. The model selection shown in the screenshot is an example, not a required Cutova setting.

Agent Build tab with Cutova listed under Tools

Use Preview to try a first tool call with a tool enabled for your instance. Verify a successful tool call before publishing your agent.

Epicor® and Kinetic® are trademarks of Epicor Software Corporation. Cutova is an independent product and is not affiliated with, endorsed by, or sponsored by Epicor Software Corporation.

Cutova, a product of Lens Software LLC