Connecting Copilot Studio to Xurrent MCP

The Xurrent MCP server can be added to a Copilot Studio agent as a custom MCP tool, giving the agent access to Xurrent's tools.

Prerequisites

• A Copilot Studio environment with permission to add custom tools.
• A Xurrent Personal Access Token (PAT) with MCP scope configured correctly. See Authentication and PAT Setup for the full setup, including the critical scope ordering.
• The Xurrent MCP endpoint URL (see below).

Endpoints

Setup steps

1. In Copilot Studio, open your agent and go to the Tools tab.
2. Click Add a tool, then Model Context Protocol.
3. In the wizard, select API Key as the authentication type (not None).
4. Configure the connection:
   • Key Type: Header
   • Header Name: Authorization
   • Server URL: the endpoint from the table above
5. When prompted to create a connection, enter your token in this exact format: Bearer YOUR_PAT_HERE (the word "Bearer", a space, then the token).
6. Save the tool.
7. Publish or test your agent. The Xurrent tools should now appear in the agent's tool list.

Critical: PAT scope configuration

Copilot Studio is sensitive to how the PAT scope is constructed in Xurrent. If your scope is set up incorrectly, every tool call will fail with a 403 error, even when you have admin rights and have checked every record-type box.

The correct setup:

1. In Xurrent, when generating or editing the PAT, add the MCP record type first.
2. Inside the MCP scope, check all three boxes: Tools, Resources, and Prompts.
3. Click Add Scope.
4. Then add any additional record types you want the integration to access (and allow or deny as needed).

If you've already created a PAT without MCP first, regenerate it. The order matters.

For full PAT setup details, see Authentication and PAT Setup.

Verifying the connection

Ask your agent: "What are my open requests in Xurrent?" The agent should call the appropriate Xurrent tool and return results.

Reconfiguring an existing tool

If you set up the Xurrent MCP tool with the wrong authentication type or scope and want to fix it:

1. In Copilot Studio, go to the Tools tab and locate the existing Xurrent MCP tool.
2. Delete it.
3. Follow the setup steps above from the start.

This is typically faster than trying to edit an existing misconfigured tool.

Something not working?

See the Troubleshooting guide for common Copilot Studio issues, including 403 errors, missing tools, and authentication failures.

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