Connect QuotaPath to a Microsoft Copilot agent by adding the QuotaPath MCP server as a custom tool in Microsoft Copilot Studio. Once connected, you can ask about your plans, attainment, earnings, payouts and draws in plain language, drawn from your live QuotaPath data.
Important: An admin will need to set the connector up through Copilot Studio. Adding a custom MCP server to an agent is done in Copilot Studio, not in the Microsoft 365 Copilot app, so work with your Microsoft 365 / Power Platform admin before you start.
The connector is read-only and available for every QuotaPath workspace (all paid tiers), including trials.
New to the QuotaPath MCP? Start here:
Setting up the QuotaPath MCP (Claude, ChatGPT and Gemini) for general requirements, permissions and troubleshooting
QuotaPath MCP: available tools for exactly what the connector can read
What you can do with the QuotaPath MCP for ideas and example prompts
Before you start
You need | Details |
A Microsoft admin with Copilot Studio access | An admin will need to set the connector up through Copilot Studio. They need permission to create or edit agents and add tools in your Copilot Studio environment. |
A QuotaPath admin or API user | Each person signs in with their own QuotaPath account. Anyone who is neither an admin nor an API user sees an "access denied" message. |
MCP turned on in QuotaPath | A QuotaPath admin controls this under Settings > API Tokens. It is on by default. |
Power Platform data policies that allow custom connectors | Copilot Studio MCP tools run on Power Platform connectors, so your data policies also govern access to QuotaPath. |
Server URL: https://mcp.quotapath.com/api/mcp
The QuotaPath MCP uses the Streamable HTTP transport and OAuth sign-in, both of which Copilot Studio supports.
Step 1: Add the QuotaPath MCP server in Copilot Studio (admin)
Your Microsoft admin adds QuotaPath to an agent using Copilot Studio's custom MCP connection steps. These steps follow Microsoft's guide, Connect your agent to an existing MCP server.
In Copilot Studio, open the agent you want to connect (or create a new one).
Go to the agent's Tools page and select Add a tool.
Select New tool, then under Create new select Model Context Protocol. The MCP onboarding wizard opens.
Fill in the server details:
Server name: QuotaPath
Server description: Read-only access to QuotaPath plans, quota attainment, earnings, payouts and draws. The agent uses this description to decide when to call QuotaPath, so keep it specific.
Server URL:
https://mcp.quotapath.com/api/mcp
For Authentication, select OAuth 2.0.
For Type, select Dynamic discovery. Copilot Studio finds QuotaPath's sign-in endpoints and registers itself automatically, so no client ID or secret is needed.
Select Create, then select Next. The Add tool dialog opens.
Step 2: Create the connection and choose your QuotaPath workspace
The connection is what links the agent to a specific QuotaPath workspace. Each connection is tied to one workspace.
In the Add tool dialog, select Create a new connection (or pick an existing QuotaPath connection).
A QuotaPath sign-in window opens. If you belong to more than one workspace, choose the workspace you want to connect.
Sign in with your QuotaPath account the way you normally do (email and password, Google or SSO).
Review the access request and select Authorize. You're returned to Copilot Studio.
Select Add to agent. QuotaPath now appears on the agent's Tools page.
When other people use the agent, each person is asked to sign in to QuotaPath with their own credentials the first time the agent calls QuotaPath, and only sees data their QuotaPath account can see.
Step 3: Test and publish the agent
In Copilot Studio, open the agent's Test pane and ask: "Using QuotaPath, list my active plans."
If prompted, sign in to QuotaPath and allow the connection.
When the answer looks right, select Publish, then make the agent available in the channels your team uses, such as Microsoft Teams and Microsoft 365 Copilot. See Microsoft's publishing documentation for channel options.
Tip: Start prompts with "Using QuotaPath..." so the agent knows to call the QuotaPath tool.
Permissions and data
Everything is read-only. Nothing in your workspace can be changed through the connector.
The connector sees the same workspace data as the QuotaPath account that signed in.
Sign-in uses standard OAuth through QuotaPath, so Copilot never sees your QuotaPath password.
To revoke access, remove the QuotaPath tool from the agent in Copilot Studio, or delete the connection in Power Apps / Power Automate under Connections.
Microsoft's data policies apply to the conversations you have in Copilot.
Troubleshooting
What you see | What to do |
You can't find Model Context Protocol under Add a tool | You may not have Copilot Studio maker rights, or a data policy blocks custom connectors. Ask your Microsoft admin. |
"Access denied" (403) when signing in | Only a QuotaPath admin or API user can connect. Ask a QuotaPath admin for access. |
The connection fails right away | Confirm the server URL is exactly |
Answers come from the wrong workspace | The connection is tied to one workspace. Create a new connection and choose the right workspace. |
The agent doesn't use QuotaPath | Check that the QuotaPath tool is enabled on the agent and start your prompt with "Using QuotaPath...". |
For more troubleshooting, see Setting up the QuotaPath MCP.
Still stuck? Contact our Support Team through the live chat in your QuotaPath workspace.