Fieldproxy guide

How do I add an MCP server to Microsoft Copilot Studio for field service?

Updated September 27, 2026

Short answer

In Copilot Studio, open your agent, then Tools, Add a tool, New tool, Model Context Protocol. Name it, describe when the agent should use it, enter the MCP server's address and choose OAuth 2.0 with dynamic discovery so each person signs in as themselves. Add it to the agent and publish to Teams and Microsoft 365 Copilot. With Fieldproxy's server, your team can then ask Teams about jobs, SLAs and schedules and act on them with a confirm step.

Add Fieldproxy's MCP server to Copilot Studio

  1. 1

    Open Tools

    In your Copilot Studio agent, open Tools, Add a tool, New tool, Model Context Protocol.

  2. 2

    Describe it

    Name it Fieldproxy and write a one-line description, for example "Field service jobs, schedules, customers and invoices". The agent uses it to decide when to call Fieldproxy.

  3. 3

    Enter the address

    Use your region's Fieldproxy MCP address, for example https://api-us-east-1.fieldproxy.ai/mcp.

  4. 4

    Choose authentication

    OAuth 2.0 with dynamic discovery, so each person signs in with their own Fieldproxy account. Or an API key in the Authorization header.

  5. 5

    Publish

    Create the connection, add it to the agent, and publish to Teams and Microsoft 365 Copilot.

Before you start

You need a Copilot Studio licence from Microsoft, and your Power Platform data policy must allow the connection. On the Fieldproxy side, AI assistant access must be switched on for the workspace.

What your team can ask in Teams

  • "Which P1 jobs are at risk of missing SLA today?"
  • "Summarise everything that happened on the hospital contract this week."
  • "Who is free near the Westfield site this afternoon?"

Fieldproxy facts on this page come from the Fieldproxy MCP reference. Competitor details are from each vendor's own documentation as of September 27, 2026; see the comparison table and sources.

Illustration of Fieldproxy's MCP tools inside Claude, ChatGPT and Copilot. Names and data are examples.

FAQ

Questions

Does Copilot for field service require Dynamics 365?
No. Copilot Studio can connect to any MCP server, so it works with field service platforms outside Dynamics 365, including Fieldproxy.

See it on your operation

We connect Claude, ChatGPT or Copilot to a Fieldproxy workspace built on your data and run your real questions.