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

# Microsoft Copilot Studio

> Build an agent in Copilot Studio, connect it to the Share Of Model MCP server, and publish it to everyone in your organisation.

Copilot Studio can call the [Share Of Model MCP server](/platform/getting-started/get-started-with-share-of-model-mcp) as a set of tools. You build an agent once, connect it to the MCP server, and publish it to Microsoft Teams and Microsoft 365 Copilot — so anyone in your organisation can ask about their AI visibility without leaving the tools they already use.

You do this yourself, in your own Microsoft tenant. Share Of Model provides the MCP server; nothing has to be deployed on our side.

<Note>
  Each person who talks to the agent signs in with **their own** Share Of Model account. They see exactly the workspaces and analyses their Share Of Model role allows — publishing the agent broadly does not widen anyone's data access.
</Note>

## Prerequisites

* A **Microsoft Copilot Studio** licence and permission to create agents in a Power Platform environment.
* A Share Of Model account for every person who will use the agent. See [User Roles & Workspaces](/platform/getting-started/user-roles-and-workspaces-management).
* Your Power Platform admin allows custom connectors. MCP access in Copilot Studio runs through Power Platform connectors, so a data loss prevention policy that blocks custom connectors also blocks the MCP server.
* A Microsoft 365 admin who can approve the agent, if you want it listed for the whole organisation.

## Step 1 — Create the agent

<Steps>
  <Step title="Open Copilot Studio">
    Go to [copilotstudio.microsoft.com](https://copilotstudio.microsoft.com/) and check the environment selector in the top-right corner. The agent is created in the selected environment — pick the one your organisation uses for production agents.
  </Step>

  <Step title="Start a new agent">
    Select **Create**, then **New agent**. Skip the description-based setup by selecting **Configure**, and fill in the details yourself.
  </Step>

  <Step title="Name and describe it">
    | Field           | Suggested value                                                                                                          |
    | --------------- | ------------------------------------------------------------------------------------------------------------------------ |
    | **Name**        | AI Visibility Assistant                                                                                                  |
    | **Description** | Answers questions about our brand's visibility and perception across AI models and AI search, using Share Of Model data. |

    The description is what the Microsoft 365 Copilot orchestrator reads when deciding whether to route a question to your agent. Keep it specific.
  </Step>

  <Step title="Write the instructions">
    Instructions tell the agent how to behave. A good starting point:

    ```text Instructions theme={null}
    You are an AI visibility analyst. You answer questions about brand
    visibility, perception, and competitive positioning across AI models
    and AI search engines, using the Share Of Model tools.

    Always call a Share Of Model tool before answering a data question —
    never estimate a metric from memory. Start by identifying the user's
    workspace and the relevant analysis.

    Report figures with the metric name, the period, and the models they
    were collected from. When a metric is a share or a rate, say what it
    is a share of. If the data does not cover what was asked, say so
    instead of extrapolating.

    Keep answers short and lead with the finding, then the numbers.
    ```
  </Step>

  <Step title="Create">
    Select **Create**. The agent's overview page opens.
  </Step>
</Steps>

<Note>
  Copilot Studio must be able to choose tools on its own. Open **Settings** → **Generative AI** and confirm the orchestration is set to **Generative** — MCP tools are not available otherwise.
</Note>

## Step 2 — Connect the Share Of Model MCP server

<Steps>
  <Step title="Add a tool">
    Open the **Tools** page of your agent, select **Add a tool**, then **New tool**, then **Model Context Protocol**. The MCP onboarding wizard opens.
  </Step>

  <Step title="Fill in the server details">
    | Field                  | Value                                                                                                                                                          |
    | ---------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | **Server name**        | Share Of Model                                                                                                                                                 |
    | **Server description** | Brand visibility, perception and AI search data from Share Of Model: analyses, brand metrics, visibility scores, competitor comparisons and asset evaluations. |
    | **Server URL**         | `https://mcp.shareofmodel.ai/mcp`                                                                                                                              |

    The server description is what the agent's orchestrator uses at runtime to decide whether to call Share Of Model, so be explicit about what the data covers.
  </Step>

  <Step title="Choose the authentication">
    Select **OAuth 2.0** as the authentication type, then **Dynamic discovery** as the type of OAuth 2.0 authentication.

    The Share Of Model MCP server publishes OAuth 2.0 metadata and supports Dynamic Client Registration, so Copilot Studio discovers the authorisation endpoints and registers itself — there is no client ID or secret to create.

    <Accordion title="If Dynamic discovery is unavailable in your environment">
      Select **Dynamic** instead and enter the endpoints manually:

      | Field                  | Value                                   |
      | ---------------------- | --------------------------------------- |
      | **Authorization URL**  | `https://mcp.shareofmodel.ai/authorize` |
      | **Token URL template** | `https://mcp.shareofmodel.ai/token`     |

      If Copilot Studio shows a callback URL after you select **Create**, copy it and send it to your Share Of Model contact so it can be allowed for your organisation.
    </Accordion>
  </Step>

  <Step title="Create the connection">
    Select **Create**, then **Next**. On **Add tool**, select **Create a new connection**, sign in with your Share Of Model account in the window that opens, then select **Add to agent**.
  </Step>
</Steps>

The Share Of Model tools now appear on the **Tools** page. They refresh automatically — when Share Of Model adds or updates a tool, Copilot Studio picks up the change without any action from you.

## Step 3 — Keep per-user sign-in

By default, a tool connection uses **User authentication**: each person is asked to connect their own Share Of Model account the first time the agent needs the data. This is the setting you want — it keeps Share Of Model permissions intact for every user.

To confirm it, open the tool from the **Tools** page and check that the authentication is set to **User authentication** rather than **Agent author authentication**.

<Warning>
  Selecting **Agent author authentication** (also shown as **Maker-provided credentials**) makes every user of the agent read data through *your* Share Of Model account. Everyone would then see everything you can see. Only use it if that is a deliberate decision.
</Warning>

Copilot Studio stores no Share Of Model credentials. It holds an OAuth token per user, which you or the user can revoke at any time from the connections page in Power Apps.

## Step 4 — Test it

Use the **Test your agent** pane on the right of the authoring canvas. You will be asked to connect the first time a tool is called.

Try:

* *List the Share Of Model workspaces I have access to.*
* *Show me the completed analyses in this workspace.*
* *Compare our visibility score against our top competitor over the last 30 days.*

If the agent answers from general knowledge instead of calling a tool, check that generative orchestration is on and that the server description explains what the data covers.

## Step 5 — Publish and roll out

<Steps>
  <Step title="Publish">
    Select **Publish** on the top menu bar, then **Publish** again and confirm. Publishing can take a few minutes. Republish after every change — users always talk to the last published version.
  </Step>

  <Step title="Add the Teams and Microsoft 365 Copilot channel">
    Select **Channels**, then the **Teams and Microsoft 365 Copilot** tile. Leave **Make agent available in Microsoft 365 Copilot** selected, then select **Add channel**.
  </Step>

  <Step title="Polish the listing">
    Still in that panel, select **Edit details** to set the icon, colour and descriptions users see in the store, then **More** to add your developer name, website, privacy statement and terms of use. Select **Save**.

    <Note>
      Do this before you submit for approval. Changing these details later requires a new approval request.
    </Note>
  </Step>

  <Step title="Pilot with a few people">
    Select **See agent in Teams** to install it for yourself, then use **Availability options** → **Copy link** to share the installation link with a handful of colleagues. Give them access first by selecting **Share** on the agent's overview page.
  </Step>

  <Step title="Submit it to the whole organisation">
    Once the pilot is satisfying, open **Availability options** again:

    1. Confirm the agent is not shown to teammates and shared users — remove it if it shows **Added to Teams**, otherwise it can end up listed twice.
    2. Select **Show to everyone in my org**.
    3. Review the submission requirements and select **Submit for admin approval**, then **Yes**.

    Your Microsoft 365 admin reviews it in the Teams admin center. Check the status with **Refresh**.
  </Step>

  <Step title="Available to everyone">
    Once approved, the agent appears in the **Built for your org** section of the Teams app store and the **Built by your org** section of the Microsoft 365 Agent Store. Users install it from there and mention it with `@` in Microsoft 365 Copilot.

    Ask your admin to use a [Teams app setup policy](https://learn.microsoft.com/en-us/microsoftteams/teams-app-setup-policies) if you want the agent installed and pinned automatically for everyone.
  </Step>
</Steps>

<Warning>
  After submitting for approval, do not narrow who can chat with the agent. Users would install it from the store and then be unable to use it.
</Warning>

You only need a new approval when you change the agent's name, icon or descriptions. Content changes — instructions, tools, topics — just need a **Publish**.

## What users can ask

Once the agent is installed, people can ask in Teams or Microsoft 365 Copilot:

* *How does our brand perform across ChatGPT, Gemini and Claude?*
* *Which competitors are gaining visibility this month?*
* *What are our strongest and weakest perceived attributes?*
* *Where are we losing AI search visibility against our main competitor?*
* *Which of our creative assets scored highest?*

## Troubleshooting

| Symptom                                                          | What to check                                                                                                                                             |
| ---------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Model Context Protocol** is missing from the **New tool** menu | Your environment or tenant may restrict custom connectors. Ask your Power Platform admin to review the data policy.                                       |
| The agent answers without calling a tool                         | Generative orchestration is off, or the server description is too vague for the orchestrator to match the question.                                       |
| Users repeatedly see a **Connect** card                          | Expected the first time each person uses the agent — every user consents once. If it repeats for the same person, their token was revoked or has expired. |
| Sign-in fails only in Teams                                      | Check the [Teams single sign-on configuration](https://learn.microsoft.com/en-us/microsoft-copilot-studio/configure-sso-teams) for the agent.             |
| The agent returns no data for some users                         | Their Share Of Model account has no access to that workspace. Check their role in Share Of Model, not in Copilot Studio.                                  |

<Note>
  Only read-only endpoints are exposed through MCP. The agent can explore analyses, metrics and evaluations, but cannot modify anything in your Share Of Model workspace.
</Note>

## What's next

<CardGroup cols={2}>
  <Card title="MCP Server Setup" icon="plug" href="/platform/getting-started/get-started-with-share-of-model-mcp">
    Available tools, guided workflows and other MCP clients.
  </Card>

  <Card title="MCP Integration" icon="book" href="/api-reference/mcp-integration">
    Server URL, transport and authentication reference.
  </Card>
</CardGroup>
