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Excel, Word, and Teams can’t connect to an MCP server directly. Instead, build an agent in Microsoft Copilot Studio that uses the hosted gateway as a tool, publish it to Microsoft 365 Copilot, and use it from the Copilot pane in Office apps. Each organization builds its own agent in its own Microsoft tenant.

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Before you start

A Microsoft 365 admin needs to set up:
  • Office apps: a Microsoft 365 business plan that includes them, such as Business Standard.
  • Copilot Studio license: a paid license or the trial, assigned to whoever builds the agent (Microsoft 365 admin center > Users > Active users > the user > Licenses and apps).
  • Dataverse: turned on for the environment Copilot Studio uses (Power Platform admin center > Manage > Environments > the environment > Add Dataverse).
  • Copilot Credits: available to that environment, from the trial, a credit pack, or Microsoft 365 Copilot licenses. A pay-as-you-go plan alone isn’t enough.

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Add Ultra to an agent

1

Create the agent

In Copilot Studio, go to Agents > New agent and give it a name, such as “Ultra”.
2

Add Ultra as a tool

On the agent’s Tools tab, select Add a tool > New tool > Model Context Protocol and fill in:For authentication, select OAuth 2.0, then Dynamic discovery. Copilot Studio registers itself with Ultra, so there’s no client ID or secret to enter.
3

Connect

Select Create, create a new connection, and sign in to Ultra when prompted. Then select Add to agent.
4

Test it

On the Preview tab, ask something that uses one of your connectors, such as “Using Ultra, list the Linear issues created today.”

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Use it in Excel, Word, and Teams

1

Publish

Select Publish. Then go to Channels > Teams and Microsoft 365 Copilot, check Make agent available in Microsoft Copilot, and select Add channel. Share the agent with the people who need it.
2

Approve, if required

If your organization requires approval, an admin approves the agent in the Microsoft 365 admin center under Agents.
3

Open it in Excel

Select Copilot on the Home ribbon, then pick the agent from the agent list or type @ and its name. Word and Teams work the same way.

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Troubleshooting

The tool uses Dynamic OAuth instead of Dynamic discovery. Edit the tool, switch to Dynamic discovery, and recreate the connection.
Close the tool and reopen it to retry.
Add Dataverse to the environment in the Power Platform admin center.
The environment has no Copilot Credits. Assign credits in the Power Platform admin center under Licensing > Copilot Studio.
Some Copilot Studio trial licenses can’t publish. Use a paid Copilot Studio license.