Copilot Settings

Copilot settings let you extend your AI agent's capabilities by connecting external tools and services through MCP (Model Context Protocol) servers. Only admins and owners can access this page.

Go to Settings → Copilot.

MCP Servers

MCP servers connect your copilot to external tools, APIs, and data sources so it can perform actions beyond built-in capabilities.

Adding a Server

1. Click Add Server.
2. Fill in the details:
   • Name — A label to identify this server
   • URL — The server's endpoint
   • Description (optional) — What this server provides
   • Authentication — Choose the auth method:
     • None
     • Bearer Token
     • OAuth
     • Custom Header
   • Transport — How to communicate with the server (Auto, SSE, or Streamable HTTP)
   • Auth Token — Your authentication credential (shown only when auth type requires it)
   • Enable Server — Toggle on to activate
3. Save the server.

Managing Servers

Your connected servers appear in a table showing:

• Server name and description
• URL
• Authentication type
• Status (enabled or disabled)

From here you can:

• Toggle a server on or off using the status switch
• Edit a server by clicking the pencil icon
• Delete a server by clicking the trash icon and confirming

Related Topics

• MCP Servers Configuration
• AI Agent Configuration
• Knowledge Base
• Skill Sets
• Integrations