Guides

MCP Setup Guide (Copilot)

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This guide instructs users on setting up the MCP Server and enabling Microsoft Copilot integration through Copilot Studio.

Prerequisites

Before beginning the setup process, you will need to:

  • Access to a Pax8 account (app.pax8.com)
  • Access to Microsoft Copilot Studio
  • Access to Power Apps (for custom connector creation)
  • Administrative privileges for your Microsoft environment
  • Internet connection for accessing required services
  • Early Access Instructions:
    • Create and manage environments in the Power Platform admin center - Power Platform Here
    • Settings: Create and manage environments in the Power Platform admin center - Power Platform Here
      • "Get new features early" must be Yes
      • Type: Not sure it matters

Step 1: Access the Pax8 Integrations Page

  1. Sign in to app.pax8.com
  2. On the left pane, select Settings > Integrations

Step 2: Generate Authentication Token

  1. Navigate to the Integrations page
  2. On the Integrations page, select the MCP server tab
  3. Under MCP Token and Authentication, select Generate Token
    • The page will refresh automatically after token generation
  4. Copy and save your MCP token for use in Step 6

Step 3: Create New Agent in Copilot Studio

  1. Open Microsoft Copilot Studio
  2. In the left sidebar, click Agents
  3. Click the + New Agent button
  4. Configure your agent with the following settings:
    • Agent Name: Provide a descriptive name (e.g., "Pax8 Marketplace Assistant")
    • Basic Prompt: Enter a foundational prompt such as: 
      You will answer questions about Pax8 from a tool you will have available
  5. Click Continue in the top right to proceed

Step 4: Prepare OpenAPI Configuration File

  1. Download this file OR follow the steps below.
  2. Copy the OpenAPI configuration provided below
  3. Save it as a file named openapi.json on your local device

OpenAPI Configuration File

{
  "swagger": "2.0",
  "info": {
    "title": "Pax8 Marketplace",
    "description": "Interact with the Pax8 Marketplace to get companies, invoices, orders, products, quotes, and subscriptions",
    "version": "1.0.0"
  },
  "host": "mcp.pax8.com",
  "basePath": "/v1/sse",
  "schemes": [
    "https"
  ],
  "consumes": [],
  "produces": [],
  "paths": {
    "/": {
      "get": {
        "summary": "MCP-SSE",
        "parameters": [
          {
            "in": "query",
            "name": "sessionId",
            "type": "string",
            "required": false
          }
        ],
        "produces": [
          "application/json"
        ],
        "responses": {
          "200": {
            "description": "Immediate Response",
            "schema": {
              "$ref": "#/definitions/QueryResponse"
            }
          },
          "201": {
            "description": "Created and will follow callback"
          }
        },
        "operationId": "InvokeMCP",
        "tags": [
          "Agentic",
          "McpSse"
        ],
        "description": "Interact with the Pax8 Marketplace to get invoices, orders, companies, subscriptions, and more"
      }
    }
  },
  "definitions": {
    "QueryResponse": {
      "type": "object",
      "properties": {
        "jsonrpc": {
          "type": "string"
        },
        "id": {
          "type": "string"
        },
        "method": {
          "type": "string"
        },
        "params": {
          "type": "object"
        },
        "result": {
          "type": "object"
        },
        "error": {
          "type": "object"
        }
      }
    }
  },
  "parameters": {},
  "responses": {},
  "securityDefinitions": {
    "api_key": {
      "type": "apiKey",
      "in": "header",
      "name": "x-pax8-mcp-token"
    }
  },
  "security": [],
  "tags": []
}

Step 5: Create Custom Connector in Power Apps

Access Custom Connector Creation

  1. In Copilot Studio, click Tools in the top navigation bar
  2. Click the + Add a tool button
  3. Click the + New tool button
  4. Select Custom connector
    • This will redirect you to the Power Apps environment

Import OpenAPI Configuration

  1. In Power Apps, click the + New custom connector button
  2. Select Import an OpenAPI file
  3. Provide a descriptive name for your connector (e.g., "Pax8 MCP Connector")
  4. Click Import
  5. Upload the openapi.json file you created in Step 4
  6. Click Continue

Finalize Connector Creation

  1. Review the connector configuration settings
  2. Click Create Connector in the top right
  3. Wait for the connector to be saved successfully

Step 6: Configure Connection and Add to Agent

Return to Copilot Studio

  1. Return to the Copilot Studio Tools tab
  2. Refresh the page to see your newly created connector
  3. Your connector should appear in the Model Context Protocol tab, or you can search for it by the name you provided

Create Connection

  1. Select your custom connector
  2. In the Connection dropdown, click your connector name
  3. Click Create new connection
  4. In the authentication field, paste the Pax8 MCP token you generated in Step 2
  5. Click Create

Add Tool to Agent

  1. Once the connection is established, click Add to agent
  2. Wait for the integration process to complete

Step 7: Test the Integration

  1. Navigate to your agent's chat interface
  2. Test the integration using one of the following example prompts:
    • "Can you get me a list of companies using the Pax8 MCP server?"
    • "Show me recent invoices from Pax8"
    • "What products are available in the Pax8 marketplace?"
  3. Verify that the agent successfully retrieves data from the Pax8 MCP Server

Verification Checklist

Ensure the following to confirm successful integration:

  • Pax8 MCP token has been generated and saved
  • Agent has been created in Copilot Studio with appropriate prompt
  • OpenAPI file has been saved and imported correctly
  • Custom connector has been created successfully in Power Apps
  • Connection has been established with valid MCP token
  • Tool has been added to the agent
  • Test prompts return expected Pax8 data

Optional: Getting Started

Use the sample prompts available on the Integrations > MCP Server page to begin exploring the integration capabilities with your Copilot agent.

Troubleshooting

If you encounter issues during setup:

  • Token Issues: Ensure your Pax8 MCP token was generated successfully and copied correctly
  • OpenAPI Import: Verify the openapi.json file is properly formatted and contains all required fields
  • Connector Creation: Check that you have appropriate permissions in Power Apps to create custom connectors
  • Connection Authentication: Confirm the MCP token is pasted correctly without extra spaces or characters
  • Agent Integration: Ensure the tool has been properly added to your agent after connection creation
  • Response Issues: If the agent doesn't respond as expected, verify the connection is active and test with simpler prompts

For additional support, refer to the Pax8 documentation, Microsoft Copilot Studio documentation, or contact your system administrator.

Updated about 3 hours ago