Connect CRE Agents to Microsoft Copilot

You need: a Copilot Studio environment where you can create connectors (a maker or admin role), and your CRE Agents email.

Step by step

1. Open your agent. In Microsoft Copilot Studio, open your agent and go to Tools, then Add a tool, New tool, and Model Context Protocol.

2. Enter the details. Paste the Server name, Server description and Server URL below. Copy each one exactly.

3. Set sign-in. Under Authentication choose OAuth 2.0, and under Configuration type choose Dynamic (with discovery). Click Add.

4. Connect. On the Add tool screen, click Create a new connection and sign in with your CRE Agents email (a six digit code arrives by email). Then click Add to agent.

5. Test it. In the agent’s Test pane, say “Use Vic” to confirm it’s connected.

6. Share it with your firm. Open Channels, then Teams and Microsoft 365 Copilot, and click Add channel. Under Availability options, choose Show to everyone in my org and Submit for admin approval.

Copy these exactly

Server name

CRE Agents (Vic)Copy

Server description

Commercial real estate expertise for this agent: ready-to-run CRE analysis tasks, expert methodology across underwriting, valuation, leasing, development, debt, and market research, plus live market, property, demographic, and capital-markets data with spreadsheet-ready deliverables. Use it for any commercial real estate work, and whenever the user mentions CRE Agents or Vic (for example "Use Vic").Copy

Server URL

https://app.creagents.com/api/mcpCopy

Copy the name exactly. The "(Vic)" is what lets you call on it later with "Use Vic".

The same steps in the portal, under Connect. It shows Waiting until Microsoft Copilot connects.

If something goes wrong

• Add is greyed out? Adding an MCP server needs a role that can create connectors. Ask your Microsoft 365 admin for that role in the environment your agent lives in.
• “Can’t create MCP server. Try again.” An earlier attempt usually left a half-created connector with the same name. In Power Apps (same environment), open Custom connectors, delete any CRE Agents (Vic) entries, wait a minute, then add it again.
• The agent never calls CRE Agents? MCP tools only run on agents that use generative orchestration. Check that setting first.
• Model Context Protocol opens a help page? The setup wizard isn’t turned on for your environment yet. Your Microsoft admin, or Microsoft support, can turn it on.

Have your AI do it

On the portal’s Connect page, the Have your AI do it box has a ready-made prompt. Copy it and paste it into Microsoft Copilot, and it walks you through one step at a time.

Check that it worked

In the agent’s Test pane, say “Use Vic”.

In the portal, Microsoft Copilot now shows up on Connected AIs in the left menu.

Next steps

How CRE Agents worksTasks, skills and data in one picture.

All the AIsCompare how each one connects.