MCP Setup Guide (Copilot)

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

Step 1: Access the Pax8 Integrations Page

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

Step 2: Follow Copilot Integration Instructions

1. Navigate to the Integrations page
2. On the Integrations page, select the MCP server box at the top
3. Under the Connect section, select Copilot
4. Follow either Option 1: OAuth 2.0 or Option 2: Pax8 Token (Legacy) for authenticating to the MCP server