Connect Microsoft Copilot Business
With a Microsoft 365 business account, you can build a small Copilot agent that reads your MerchLens AI data, then chat with it in Microsoft 365 Copilot or Teams. It takes about fifteen minutes.
Personal Copilot can't connect yet. The free Copilot app and copilot.microsoft.com with a personal Microsoft account don't support custom connectors. If that's what you use, try ChatGPT, Claude or Perplexity instead. We'll update this page when Microsoft adds it.
What you need
- A Microsoft 365 business (work) account.
- Access to Microsoft Copilot Studio, through a Copilot Studio or Microsoft 365 Copilot license or a free trial.
- A computer, at copilotstudio.microsoft.com.
- Your connector link from MerchLens AI (step 1).
If your company has an IT admin, they may need to allow custom connectors or approve the agent before it shows up in Copilot.
Set it up
-
Copy your connector link
In MerchLens AI, open the 🔧 Tools menu, choose 🔌 Connect a chatbot, and click Copy link.
It looks like
https://mcp.merchlensai.com/. Treat it like a password: anyone who has it can read your store's numbers.…/mcp -
Create an agent in Copilot Studio
At copilotstudio.microsoft.com, click Create, then New agent. Name it
MerchLens AIand give it instructions such asAnswer questions about my boutique using the MerchLens AI tools.Click Create. -
Add MerchLens AI as a tool
On the agent's Tools page, choose Add a tool › New tool › Model Context Protocol. Fill in:
Server name:
MerchLens AI
Server description:My boutique's sales, products, inventory and buying plans
Server URL: paste your connector link
Authentication: NoneClick Create. On Add tool, choose Create a new connection, then Add to agent.
-
Publish it to Copilot and Teams
Try a question in the Test pane first. Then click Publish, open Channels, and add Teams and Microsoft 365 Copilot. The agent then appears in the agents list in Microsoft 365 Copilot and in Teams.
Try it
Every MerchLens AI tool only reads data; none of them can change your store.
What Copilot can see
- Shared: daily sales totals, sales by product, brand and collection, products and stock levels, forecasts, discounts, customer segments as counts, your buying and marketing plans, and your weekly AI briefings.
- Never shared: customer names, emails, phone numbers or addresses, and your Shopify login.
- How fresh: updated every night, and through the selling day while MerchLens AI is running.
Anyone in your company you share the agent with can see the store's numbers.
Troubleshooting
I don't see Model Context Protocol under New tool
Your company's data policy may block custom connectors. Ask your Microsoft 365 admin to allow them in the Power Platform admin center.
The agent says it couldn't reach the server
Copy the link again from 🔌 Connect a chatbot. The whole link must be pasted, including the long code in the middle and /mcp at the end. Authentication must be None.
The answers use old numbers
The connector panel in MerchLens AI shows when the data was last updated. If it's more than a day old, open 📤 Export for ChatGPT and click Export now. That refreshes the data for every chatbot.
I published, but the agent isn't in Copilot
Your admin may need to approve new agents in the Microsoft 365 admin center. It can also take a few minutes to appear.
I shared my link by mistake
Email support@merchlensai.com and we'll issue a new link right away. The old one stops working, and you update the Server URL on the agent's Tools page.
Using another chatbot? See all guides. Copilot Studio's menu names were checked in October 2026 and may change.