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

# Microsoft 365 Copilot

> Add Firmable to Microsoft Copilot Studio as a custom connector

Firmable connects to Microsoft Copilot Studio as a **Power Platform custom connector**. You create it
once in Power Apps, and it's then available to every agent in that environment.

<Note>
  **Before you start**

  * Access to [Power Apps](https://make.powerapps.com), and permission to create custom connectors
  * The Firmable **OpenAPI file**, your **Client ID** and a **Client Secret** — use **Support** at
    the top of this page and we'll send them over
</Note>

## Step 1: Create the connector

Open [**Custom connectors**](https://make.powerapps.com/customconnectors) in Power Apps.

<Info>
  **Custom connectors** isn't in the left menu by default. It's under **More** → **Discover all**, in
  the **Data** group. Pin it while you're there.
</Info>

Click **New custom connector** → **Import an OpenAPI file**.

<Frame>
  <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/01-new-connector.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=8f28db32f6e3a45391f974cdc13453c8" alt="Power Apps Custom connectors page with the New custom connector menu open and Import an OpenAPI file highlighted" width="3024" height="1610" data-path="images/mcp/ms365/01-new-connector.png" />
</Frame>

Give the connector a name, then click **Import** and pick the OpenAPI file we sent you.

<Frame>
  <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/02-import-file.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=f7b68788f99153587905e178b851a128" alt="Import an OpenAPI file dialog with a connector name entered and the Import button for choosing the file" width="1068" height="577" data-path="images/mcp/ms365/02-import-file.png" />
</Frame>

Click **Continue**. The server URL and connector details come from the file, so there's nothing to
fill in on the **General** page.

<Frame>
  <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/03-general.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=f23c0253ed8b6be1056fafb936c4f622" alt="The General page of the newly imported connector, with the host and description filled in from the OpenAPI file" width="3024" height="1610" data-path="images/mcp/ms365/03-general.png" />
</Frame>

## Step 2: Set up authentication

Switch to **2. Security** using the step dropdown at the top left.

<Frame>
  <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/04-go-to-security.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=102c45d963e070a0af5b34882fbf8846" alt="The connector step dropdown open with 2. Security highlighted" width="3024" height="1610" data-path="images/mcp/ms365/04-go-to-security.png" />
</Frame>

**Authentication type**, **Identity Provider**, **Authorization URL** and **Token URL** are already
filled in from the file.

<Frame>
  <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/05-security.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=9ced126366348fd65915485be7c67e29" alt="Connector Security section with the Authorization URL and Token URL already filled in from the file, and Client ID, Client secret and Refresh URL still empty" width="3024" height="1610" data-path="images/mcp/ms365/05-security.png" />
</Frame>

Three fields are left:

| Field             | What to enter                             |
| ----------------- | ----------------------------------------- |
| **Client ID**     | From the email we sent you                |
| **Client secret** | From the email we sent you                |
| **Refresh URL**   | The same value as the **Token URL** above |

Leave **Scope** empty, then click **Create connector**.

## Step 3: Send us your Redirect URL

<Warning>
  Don't skip this step — sign-in won't work until we've allow-listed your Redirect URL.
</Warning>

Power Apps generates a **Redirect URL** that's unique to your connector, and it only appears after
you've saved for the first time.

<Steps>
  <Step title="Reopen your connector">
    Go to **Custom connectors**, find yours in the list, and click the pencil (**Edit**) icon.

    <Frame>
      <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/06-connectors-edit.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=a8e467a6dbc72a111a114d2d8ed7e8a5" alt="Power Apps Custom connectors list with the connector and the Edit pencil highlighted" width="3024" height="1610" data-path="images/mcp/ms365/06-connectors-edit.png" />
    </Frame>
  </Step>

  <Step title="Copy the Redirect URL">
    Open the **Security** section. The **Redirect URL** is at the bottom — use the copy button beside
    it.

    <Frame>
      <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/07-redirect-url.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=443d52fe79eabb6fceebc552d3aebd26" alt="Connector Security section with the Redirect URL field and its copy button highlighted" width="3024" height="1610" data-path="images/mcp/ms365/07-redirect-url.png" />
    </Frame>
  </Step>

  <Step title="Send it to us">
    Send it to us using **Support** at the top of this page, and wait for us to confirm. It's a
    quick change on our side.
  </Step>
</Steps>

## Step 4: Add it to an agent

MCP tools only run inside an agent, so this last step happens in Copilot Studio rather than Power
Apps. Open the agent you want to use Firmable in, go to **Add a tool** → **Model Context Protocol
(MCP)**, and pick your connector from the list.

<Frame>
  <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/08-add-to-agent.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=f8852db8cf5fea789b7fe429d5b70e26" alt="The Add a tool dialog in Copilot Studio with the Model Context Protocol tab selected and the Firmable connector listed" width="1648" height="1368" data-path="images/mcp/ms365/08-add-to-agent.png" />
</Frame>

Open the **Connection** dropdown and choose **Create new connection**.

<Frame>
  <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/09-create-connection.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=ef43cfa42b3e075179f19cb49fdbf989" alt="Select a connection dialog with the Connection dropdown open, showing no connections available and the Create new connection option" width="1648" height="1368" data-path="images/mcp/ms365/09-create-connection.png" />
</Frame>

Give the connection a display name if you want one, then click **Create**.

<Frame>
  <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/10-connection-create.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=2de766f51579c2755658a959c55f8a26" alt="Creating a connection to use Firmable dialog with an optional display name field and the Create button" width="1488" height="999" data-path="images/mcp/ms365/10-connection-create.png" />
</Frame>

Sign in to Firmable and click **Allow**.

<Frame>
  <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/11-authorize.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=973267d6e7ba9c05805b0d5722563196" alt="Firmable authorization screen listing the access being granted, with Deny and Allow buttons" width="3024" height="1610" data-path="images/mcp/ms365/11-authorize.png" />
</Frame>

Back in Copilot Studio the connection shows a green tick and **Add** becomes available. Click
**Add**.

<Frame>
  <img src="https://mintcdn.com/firmable/mmW3qW4qDPTBC26y/images/mcp/ms365/12-connected.png?fit=max&auto=format&n=mmW3qW4qDPTBC26y&q=85&s=3c59295a01d3a3833d7109db21458792" alt="Select a connection dialog with the Firmable connection connected and the Add button enabled" width="1648" height="1368" data-path="images/mcp/ms365/12-connected.png" />
</Frame>

Firmable is added to the agent as a tool. From here it's ordinary Copilot Studio work — test the
agent, then publish it wherever your team needs it.

Steps 1–3 are one-off. The connector stays available under **Model Context Protocol (MCP)** for any
agent in that environment to add.
