Using the Flowcase MCP with Microsoft Copilot

Overview

This guide walks you through configuring a Model Context Protocol (MCP) server in Microsoft Copilot Studio using Flowcase as an example.

⚠️ As we are today only supporting bearer tokens for authentication, you can only use services supporting this type of authentication. OAuth 2.0 support will come in 2026.

1. Create a New Agent

1. In Copilot Studio, select Agents from the left-hand navigation.
2. Click Create blank agent.

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2. Add an MCP Tool

1. In the agent Overview page, scroll down to the Tools section.
2. Click Add tool.
3. In the Add tool dialog, select New tool.
4. Choose Model Context Protocol as the tool type.

3. Configure the MCP Server

Enter the following details:

• Server name: Flowcase
• Description: A short description of the tool (for example: "Search and manage CVs")
• Server URL: https://<subdomain>.flowcase.com/mcp
• Authentication: API Key
• Type: Header
• Header name: Authorization

Replace <subdomain> with your actual Flowcase tenant subdomain.

Once completed, click Create.

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4. Create a Connection

After the tool is created, you'll see a preview of the MCP tool.

1. Click Not connected.
2. Select Create new connection.

You will be prompted to provide an API key.

5. Generate and Enter the API Key

You must use a read-only administrator API key.

1. Log in to your Flowcase tenant.
2. Navigate to: https://<subdomain>.flowcase.com/settings#/apikeys
3. Create a read-only admin API key.

Important: Authorization Header Format

The dialog expects the full Authorization header value. Be sure to prefix your API key with Bearer:

Bearer <your-api-key>

Enter this value into the Authorization field. Click Add and configure to complete the connection setup.

6. Configure Credential Usage

You will be returned to the agent configuration screen.

1. Expand Additional details.
2. Under Credentials to use, select Maker-provided credentials.

⚠️ Important: Maker-provided credentials will share your API key with users of the agent. Ensure this aligns with your security and access requirements.

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7. Refresh Tool Definitions (If Needed)

In some cases, tool definitions may fail to load when the MCP server is first added.

1. After selecting Maker-provided credentials, click the Refresh button in the Tools section.
2. Once successful, the available MCP tools should appear in the list.

8. Test the MCP Integration

You can now use the Copilot Studio chat to test the MCP-enabled agent and validate that the Flowcase tools are functioning as expected.

Next Steps

For additional agent configuration options and best practices, refer to the official Microsoft documentation: https://learn.microsoft.com/en-us/microsoft-copilot-studio/fundamentals-get-started