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This page is for AI Administrators or Global Administrators of a Microsoft 365 tenant. Whether you need to do anything here depends on how your tenant is configured: many tenants allow makers to add MCP servers to Copilot Studio agents without any admin approval.

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Steps

Follow the steps below to approve Pleo for your tenant.
  1. Approve Pleo in the Microsoft 365 admin center using the following details. See Microsoft’s documentation: Manage tools for agents in Microsoft 365 admin center
  1. Also check connector policies in the Power Platform admin center → Environment Groups → Rules, or Security → Advanced Connector Policies. Some tenants govern this instead, or in addition, through these settings. If your tenant uses a default-deny allowlist, add Pleo’s MCP server URL there as well.
Once approved, a Copilot Studio maker can add Pleo to an agent. See How to Install the Pleo MCP in Microsoft Copilot.

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