Copilot Settings
Configure AI copilot features and MCP server connections for your workspace.
Open the command palette (⌘K / Ctrl+K) and search for Copilot settings to extend Copilot by connecting external tools and services through MCP (Model Context Protocol) servers. Admins and owners only.
One-click integrations
The cards at the top connect popular tools with zero 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 and follow the OAuth flow. Once connected, Copilot starts using the integration's tools — 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-ins.
Add a server
- Click Add Server.
- Fill in:
- Name — a label to identify the server
- URL — the server's endpoint
- Description (optional) — what the server provides
- Authentication — None, Bearer Token, OAuth, or Custom Header
- Transport — Auto, SSE, or Streamable HTTP
- Auth Token — your credential (shown only when the auth type needs one)
- Enable Server — toggle on to activate
- Save.
Manage servers
Connected servers appear in a table with name and description, URL, authentication type, and enabled/disabled status. From here you can:
- Toggle a server on or off with the status switch
- Edit with the pencil icon
- Delete with the trash icon (and confirm)