This article explains how to use the Meisterplan MCP server in Microsoft Copilot. This lets your Copilot agent access your Meisterplan data directly and answer questions about your portfolio.

• Open the Meisterplan Agent in Copilot
  • Prerequisites
  • Activate the Copilot Agent in the Teams App
• Create Your Own Agent in Copilot Studio
  • Prerequisites
  • Step-by-Step Instructions
  • Tips for Setting up the Agent

Open the Meisterplan Agent in Copilot

Enable our Meisterplan Agent for Copilot in just a few clicks to quickly get answers about your portfolio data. The agent is part of the Microsoft Teams app and can be accessed in both Teams and Copilot.

Prerequisites

• Your user group needs to have the Access to MCP Server right under Manage > User Groups > Views & Areas > AI Features.

Activate the Copilot Agent in the Teams App

To activate the Meisterplan app in Teams, follow these steps:

1. In the left sidebar in Microsoft Teams, select Apps. Then, type Meisterplan in the search bar to find the app.
   
2. Select Meisterplan if your system is hosted in the USA, or Meisterplan EU if your system is hosted in Europe (here is how you can check where your system is hosted). To add the app to your Teams, click Add.
3. Select Open with Copilot.
4. A Copilot chat will open in Microsoft Teams with the Meisterplan Agent selected. Log in with your Meisterplan account.

If you are already using the Teams app for Meisterplan notifications, go to Apps > Manage your apps in Microsoft Teams, find the Meisterplan app, update it, and click View details. Then select Open with Copilot. 

When you open Copilot in your browser or in the app, you can find the Meisterplan Agent under Agents in the left sidebar. All conversations are synchronized between Teams and Copilot.

If you encounter problems using the agent, check our troubleshooting guide.

Create Your Own Agent in Copilot Studio

If you want to combine the Meisterplan MCP server with further knowledge sources, instructions, or company-specific information, you can also create your own agent in Copilot Studio and manually integrate the MCP server.

Note: The steps in this article are based on the Classic Experience in Copilot Studio. If you are using the New Experience, the interface may look different. However, the basic steps for setting up an MCP connection remain the same.

Prerequisites

Make sure the following prerequisites are met:

• The Access to MCP Server right is enabled for your user group under Manage > User Groups > Views & Areas > AI Features.
• You have created and copied an MCP server API token. To do this, navigate to My Profile > Manage Apps > API Tokens and select the type MCP Server. Copy the token immediately as it cannot be displayed again after this step.
• You have access to Microsoft Copilot Studio.

For details on access rights and user accounts, see the article Meisterplan MCP Server.

Step-by-Step Instructions

Open Microsoft Copilot Studio and create a new blank agent. Choose a name that is based on the name of your Meisterplan instance, so you can easily identify the agent.

Add an MCP Connection

Note: You only need to set up the MCP connection once. It remains available in Copilot Studio as a tool and can be used in other agents. Before creating a new connection, check whether a connection to the Meisterplan MCP Server already exists. If it does, add it using Add a tool.

In your agent, click Add a Tool and select Model Context Protocol.
Fill in the following fields:

1. Name: Enter a name for the connection, for example the name of your Meisterplan system.
   Do not use special characters in the name.
2. Description: Enter a short description (at least 30 characters).
3. Server URL: Enter the MCP server URL. The URL depends on whether your Meisterplan system is hosted in the EU or the US:
   EU: https://mcp.eu.meisterplan.com/mcp
   US: https://mcp.us.meisterplan.com/mcp
4. Authentication: Select API Key and enter the word Authorization as the header name.

Authenticate the Connection

Grant the MCP server access by entering your Meisterplan MCP server API token. 

Use the following format:
Bearer + space + <API token>

For example, this could look as follows:
Bearer abc123xyz

Verify and Test the Connection

Copilot Studio may ask you to verify the connection. Follow the link displayed and confirm the connection.
Once connected, you can start asking your agent questions. For example:

Tips for Setting up the Agent

• Use a powerful model: The quality of responses depends on the AI model being used. Use a powerful model for more accurate results.
• Add instructions: Use the Instructions section in Copilot Studio to teach the agent the terminology and abbreviations used in your Meisterplan system. This helps the agent understand system-specific terms such as option field values or project field names.
• Use a dedicated user account: If you share the agent with multiple people, we recommend using a dedicated user account for the MCP connection.
  For details, see the article Meisterplan MCP Server.