> ## 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 Insight Agent to Microsoft 365 Copilot using MCP.

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

<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 the Insight Agent.
</Tip>

## Step 1: Enable the Insight Agent in Caplena

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

## Step 2: Open Microsoft 365 Copilot

1. Go to [**https://copilot.microsoft.com**](https://copilot.microsoft.com).
2. Open **Settings** from your profile menu.
3. Select **Plugins → Model Context Protocol (MCP)**.
4. Choose **Add MCP server**.

> Some organizations label this as **Add app** — both lead to the MCP configuration panel.

## 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.