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Connect Copilot Studio

ExperimentalThis integration has not passed a RateLoop release smoke test at a pinned client version.

Maker-side setup in Copilot Studio with generative orchestration; the MCP connection is a Power Platform connector, so tenant data policies govern it. Not yet exercised against a real tenant: Copilot Studio documents truncating tool schemas that use multi-type fields, which several workspace review tools do, and the connection claim needs a handshake-era MCP session.

What to expect

  1. Add the RateLoop server as a Model Context Protocol tool on the agent's Tools page
  2. Choose OAuth 2.0 with Dynamic discovery and create the connection
  3. Approve the RateLoop OAuth consent screen

Connect your workspace

Copy your message from Connections and paste it into this app. It contains a private, single-use link. Keep the complete message private.

Example connection message

This example shows the instructions your agent receives. Its placeholder link cannot connect a workspace.

Connect this chat to my RateLoop workspace: call RateLoop's rateloop_connect_workspace tool once with the private link below. If no RateLoop tools are available, stop and tell me to add RateLoop first. Don't open, repeat or share the link. It works once. Check each answer with RateLoop and show its review status.

/connect/aci_...#...

Host-native setup

MCP tool setup on the agent's Tools page

On the agent's Tools page choose Add a tool, New tool, Model Context Protocol; enter a server name and description and the RateLoop workspace URL, choose OAuth 2.0 with Dynamic discovery, create the connection, and approve the RateLoop OAuth consent. Details: /docs/connect

Checked 2026-09-05 against provider-docs-snapshot@2026-09-05.

Check and recover

The connection is ready only after rateloop_connect_workspace or rateloop_verify_connection verifies it. If tools are missing, check the app's server setup and policy. After access expires or is revoked, complete the app's OAuth prompt, then create a targeted reconnect message in Connections (or a new message if the agent was deleted). Never reuse a claimed link. Recovery guide.

Delivery controls remain advisory; your workflow decides when to send an output.

Connect Copilot Studio | RateLoop