Create Private Connection from Copilot Studio

This page explains how to register the Pricefx MCP Server in your Pricefx partition and add it as a Model Context Protocol tool in Copilot Studio to create a private connection to the partition.

Prerequisites

You need permission to manage Advanced Configuration Options in the target Pricefx partition.

MCP Server Registration

To use OAuth, MCP server must be registered in the target Pricefx partition. This configuration is defined through the oauthConfiguration Advanced Configuration Option.

1. Log in to your Pricefx partition.

2. Go to Administration > Configuration > System Configuration > Advanced Configuration Options.

3. Click Add.

4. In the Add Option menu:

   1. Enter oauthConfiguration into Name.

   2. Enter the following JSON code into Value.

      JSON

      {
        "knownClients": {
          "pricefx-mcp-server": {
            "redirect_uri": "https://mcp.pricefx.com/<instance>/<partition>/auth/callback"
          }
        }
      }
      

      Example: https://mcp.pricefx.com/mint-stable.pricefx.com/copilot-discretefx/auth/callback

5. Click Add.

Create Connection

1. Open Copilot Studio in your browser.

2. Click Tools.

3. Click New Tool.

4. In the New Tool menu:

   1. Click Model Context Protocol.

5. In the Model Context Protocol menu:

   1. Enter Server name.

   2. Enter Server description (optional).

   3. Enter https://<mcp domain URL>/mcp/<instance base URL>/<partition> into Server URL.
      MCP Domain URL (https://mcp.pricefx.com)

6. In the Authentication section:

   1. Select OAuth 2.0.

   2. In the Type section:

      1. Select Dynamic discovery.

7. Click Create.

   

8. In the Add tool dialog:

   1. Click Create new connection.

      

9. In the Connect to dialog:

   1. Enter Display name (optional).

   2. Click Create.

      

10. Your default browser will automatically open page with the Allow Access security step.

    1. Click Allow access.
       The client is listed as Credential Manager, which is the name Copilot Studio registers with.

       

11. You are redirected to Pricefx login page:

    1. Enter your Pricefx credentials for the target cluster and partition.

    2. Click Log in.

       

12. On the authorization page, review the requested permissions for the client application.

    1. Click Grant Access.

       

13. In the Add tool dialog:

    1. Click Add and configure.

You can verify access in the tool details page with the active connection and the list of available Pricefx tools. You can turn individual tools on or off.

See Also