> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caplena.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft 365 Copilot

> Connect Caplena Agent to Microsoft 365 Copilot using the Model Context Protocol (MCP) to query and analyze your feedback data directly from Copilot.

Query your Caplena feedback data directly from Microsoft 365 Copilot using the Model Context Protocol (MCP).

<Tip>
  Looking for **Claude Desktop**, **Cursor**, or another custom MCP client instead? See the [Claude Desktop](/integrations/mcp) guide.
</Tip>

<Note>
  Connecting custom MCP servers requires a **Microsoft 365 Copilot** license.

  The free version of Microsoft Copilot does not support connecting custom MCP servers.
</Note>

## Before You Start

* You have a Caplena account.
* At least one project is set to **Live**.
* You have a Microsoft 365 Copilot license.

<Tip>
  Only projects set to **Live** are accessible through Agent.
</Tip>

## Step 1: Enable Agent in Caplena\\

<Frame>
  <img src="https://mintcdn.com/caplena-32172960/2Sv-TtE7eFp3f2j5/images/Screenshot-2026-06-28-at-18.06.19-2.png?fit=max&auto=format&n=2Sv-TtE7eFp3f2j5&q=85&s=22277f63f47c4775d33d49695da1fdee" alt="Screenshot 2026 06 28 At 18 06 19 2" width="3420" height="1312" data-path="images/Screenshot-2026-06-28-at-18.06.19-2.png" />
</Frame>

1. Go to **Settings → Integrations**.
2. Enable **Agent (MCP)**.
3. Copy the generated **MCP URL**<br />(e.g., `https://api.caplena.com/v2/outbound-connectors/mcp`).

## Step 2: Open Microsoft 365 Copilot

<Frame>
  <img src="https://mintcdn.com/caplena-32172960/UCnQSV7Ble6_aTko/images/Screenshot-2026-06-29-at-07.16.56.png?fit=max&auto=format&n=UCnQSV7Ble6_aTko&q=85&s=17024661ef3dbc8b49dc80f90765b155" alt="Screenshot 2026 06 29 At 07 16 56" width="1432" height="1338" data-path="images/Screenshot-2026-06-29-at-07.16.56.png" />
</Frame>

1. Go to [**https://copilot.microsoft.com**](https://copilot.microsoft.com).
2. Open **Settings** from your profile menu.
3. Go to **Apps** (or **Connected apps**, depending on your organization).
4. Select **Add app** or **Add MCP server**.

> The exact label varies by tenant, but both options open the MCP configurat

## Step 3: Connect Caplena

1. Paste the **MCP URL** copied from Caplena.
2. Microsoft Copilot will automatically discover:
   * OAuth issuer
   * Authorization endpoint
   * Token endpoint
   * Registration endpoint
   * Supported scopes
3. You will be redirected to Caplena.
4. Sign in and **Authorize** access.
5. You will return to Copilot with the connection active.

## Step 4: Start Asking Questions

You can now ask Microsoft 365 Copilot:

* List the Caplena projects I can access.
* Summarize the latest customer feedback.
* What are the most common themes in our survey?
* Compare the latest wave with the previous quarter.

Copilot will use Caplena’s MCP tools behind the scenes to fetch and analyze your data.


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