Copilot Settings

Go to Settings → Copilot to extend your AI agent by connecting external tools and services through MCP (Model Context Protocol) servers. Only admins and owners can access this page.

One-click integrations

The cards at the top of the page connect popular tools without any configuration:

• HubSpot — Give Copilot access to your CRM contacts, deals, and activity
• Shopify — Pull orders, products, and customers into Copilot conversations
• Zapier — Connect thousands of apps through Zapier's MCP server

Click Connect on any card and follow the OAuth flow. Once connected, Copilot starts using the tools that integration provides — no further setup needed.

MCP servers

For tools without a one-click integration, add your own MCP server. MCP servers connect Copilot to external tools, APIs, and data sources so it can take actions beyond the 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