> ## Documentation Index
> Fetch the complete documentation index at: https://developers.pleo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Install the Pleo MCP in Microsoft Copilot

> Step-by-step instructions for connecting the Pleo MCP to a Copilot Studio agent.

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This page is for Copilot Studio makers adding Pleo as an MCP tool to an agent, not every individual Copilot user. If you use a Copilot agent that a maker has already connected to Pleo, you don't need to do anything here beyond the first-time Pleo sign-in prompt.

## Prerequisites

Before you begin:

* Pleo MCP access is off by default; a company admin must enable it for your organisation before you can connect. See [Access & Permissions](/docs/current/pleo-mcp/get-started/access-and-permissions) if you're not sure whether it's enabled.
* If your Microsoft 365 tenant blocks custom MCP servers by default, your tenant admin has approved Pleo. See [How to Add Pleo MCP as a Custom Connector in Microsoft Copilot](/docs/current/pleo-mcp/how-tos/enablement/copilot) if Pleo doesn't connect.

## Steps

Follow the steps below to connect Pleo to a Copilot Studio agent.

1. Open your agent in **Copilot Studio** and go to **Tools → Add a tool → New tool → Model Context Protocol**.

2. Enter a server name (for example, "Pleo") and the server URL:

```
https://mcp.pleo.io/mcp
```

3. Under **Authentication**, choose **OAuth 2.0** and select **Dynamic discovery**. If your agent doesn't support dynamic discovery, choose **Manual** and contact Pleo for the OAuth endpoint details (Authorization URL, Token URL, Client ID, and Client Secret).

4. Click **Create a new connection**, then **Add to agent**.

5. Log in to Pleo if needed, then approve access.

6. In the agent's tool list, toggle on the specific Pleo tools you want the agent to use.

<NoteCallout title="Generative orchestration required">
  Your agent must have generative orchestration enabled for it to decide when to call Pleo's tools.
</NoteCallout>

Pleo is now available as a tool for this agent.

See **Microsoft's documentation:** [Connect your agent to an existing MCP server](https://learn.microsoft.com/microsoft-copilot-studio/mcp-add-existing-server-to-agent)

***

## Related Reading

* [Install the Pleo MCP: Choose Your AI Tool](/docs/current/pleo-mcp/how-tos/installation/overview)
* [How to Add Pleo MCP as a Custom Connector in Microsoft Copilot](/docs/current/pleo-mcp/how-tos/enablement/copilot)
* [How to Revoke Access to the Pleo MCP](/docs/current/pleo-mcp/how-tos/uninstallation/revoke-access)

***