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Connect Microsoft 365 Copilot

Connect Microsoft 365 Copilot

Add Construction AI to Microsoft 365 Copilot through Copilot Studio, with the same sign-in and the same permissions as any other client.

Microsoft 365 Copilot reaches Construction AI through Copilot Studio, where the connector is added as a Model Context Protocol tool. Users sign in to Construction AI when they first use it and grant access on the same consent screen every other client uses.

Before you start

  • A Microsoft 365 tenant with Copilot Studio.
  • Permission in that tenant to create agents and tools.
  • A Construction AI account for each person who will use it. Copilot acts as the signed-in person, never as the organisation.

Add the tool in Copilot Studio

  1. Open the agent you want to extend, or create one.

  2. Under Tools, choose Add a tool, then Model Context Protocol.

  3. Enter the server URL:

    https://app.constructionai.io/api/mcp

  4. For authentication choose OAuth 2.0. Copilot Studio registers itself with Construction AI automatically: no client ID or secret to copy.

  5. Save, then test the agent. On the first call Copilot prompts you to sign in; sign in to Construction AI and grant access on the consent screen.

  6. Publish the agent to Microsoft 365 Copilot in the usual way for your tenant.

The consent screen

The grant is per person. Standard scopes are on by default; the commercially sensitive ones (financial detail, pricing, the purchase ledger, every write scope and the in-app assistant) are off until ticked. You can limit the grant to particular projects and set when it expires. See What your agent can see.

A packaged agent

We also build a ready-made Construction AI agent for Microsoft 365 Copilot Chat, with the connector and sign-in already configured, that a tenant admin can install without touching Copilot Studio. Contact us if you would rather start there.

Good to know

  • Copilot Studio caps an agent at 128 tools. Construction AI offers more than that across all scopes, so the tools that appear follow the scopes granted; grant only what the agent needs.
  • If a tool's input looks wrong in the test pane, it is usually a schema detail Copilot Studio simplifies (choices become free text). The call still works.
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