Create Private Connection from Copilot Studio

This page explains how to register Copilot Studio as an OAuth client in Pricefx and configure a custom connector in Copilot Studio to establish a private connection to your partition via a Remote MCP server.

Create Connection

1. Open browser with Copilot Studio.

2. Click New Tool.

3. In the New Tool menu:

   1. Click Custom connector.

4. Click New custom connector.

5. Click Create from blank.

6. In the Create from blank menu:

   1. Enter Connector name.

   2. Click Continue.

General Tab

1. In the General Information menu:

   1. Set the Icon Background Color (Optional).

   2. Provide a connection Description (Optional).

   3. Leave the Connect via on-premises data gateway box unchecked.

   4. Under Scheme, select HTTPS.

   5. Enter mcp.pricefx.com into Host.

   6. In the Base URL, provide the / root path for API calls.

   7. Proceed to Security Configuration.

Security Tab

1. In the Security menu:

   1. Select OAuth 2.0 in Authentication Type.

   2. In the OAuth 2.0 menu:

      1. Enter copilot_studio the Client ID.

      2. Enter the Client Secret.

      3. Specify https://<domain>/pricefx/<partition>/oauth/authorize in the Authorization URL.

      4. Specify https://<domain>/pricefx/<partition>/oauth/token in the Token URL.

      5. Specify https://<domain>/pricefx/<partition>/oauth/token in the Refresh URL.

      6. Proceed to Definition Configuration.

Definition Tab

1. In the Definition menu:

   1. Click New action.

   2. Enter InvokeServer in the Operation ID.

   3. In the Request section:

      1. Click Import from sample.

      2. Select POST in the Verb.

      3. Specify https://<mcp domain URL>/mcp/<instance base URL>/<partition> in the URL.
         MCP Domain URL (https://mcp.pricefx.com/mcp)

   4. Click Close.

   5. In the Response section:

      1. Click Add default response.

      2. In the Response section:

         1. Enter 200 in the Name.

         2. Click Back.

   6. Proceed to Code Configuration.

Code Tab

1. Click Create connector.

Redirect URL

1. Go back to Security tab.

2. Copy and safe the generated Redirect URL.

Client Registration

To use OAuth, each client must be registered with a specific client_id. This configuration is defined through the oauthConfiguration Advanced Configuration Option. Multiple clients can be registered within this setting.

1. Login 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.
      For the Redirect URI value, use the retrieved Redirect URL.

      JSON

      {
        "knownClients": {
          "copilot_studio": {
            "redirect_uri": "<Redirect_URL>"
          }
        }
      }
      

5. Click Add.