Microsoft Copilot Studio agents
Connect a Copilot Studio agent to your business
Give your Copilot Studio agent your real business records.
Bludge’s MCP connector links a Copilot Studio agent to your business records. The agent works for the person who connects it, inside the access they already have in Bludge.
What your Copilot Studio agent can do once connected
It works with the same records your team uses, and only the ones you can open. It acts when you ask, never on its own.
Find records and people
Ask your Copilot Studio agent to find a customer, job, enquiry or document. It searches the records and people you can see in Bludge.
Read forms, documents and your business brain
It can read how your forms are set up, your library documents and your business brain. Its answers then use your own business knowledge.
Summarise work
Ask what needs your attention, or for a summary of a job. It reads your open work, tasks, dashboard figures and a record’s replies and notes.
Check availability
On forms that take bookings, it can look up free times, and who is free, before you or your team book.
Make the changes you ask for
With your Bludge permissions, it can update a record, add a note or task, move a booking or send a reply you ask for. It does not act on its own, and Bludge records each change as made by the assistant, for you.
Prepare a draft when you want to review first
Ask for a draft of an email, SMS, quote, invoice, job log or social post. A draft changes nothing until a person reviews it in Bludge.
Follow your access rules
It sees and does only what your Bludge role and teams allow. Records and fields you cannot open stay hidden from it too.
How connecting works
Each person connects with their own Bludge sign-in, so the assistant always works for someone you know.
- Step 1
Check that AI access is on
A business administrator controls AI access for your business in Bludge. They can pause it at any time.
- Step 2
Add Bludge in Copilot Studio
In Bludge, open AI connections in your profile menu and choose Connect Microsoft Copilot. In Copilot Studio, open your agent, go to Tools, then Add a tool, New tool and Model Context Protocol. Enter Bludge’s server details, choose OAuth 2.0 and Dynamic discovery, then create the tool and sign in to Bludge. You need a work or school account that can edit the agent.
- Step 3
Sign in and choose your businesses
You sign in on Bludge’s own page with your usual password and two-step check. Then you approve the connection for all your businesses or only some.
- Step 4
Work within your permissions
Your Copilot Studio agent acts for you, using your current Bludge permissions in each business. Bludge records each change as made by the assistant, for you.
Assistant apps change often. If a step looks different, follow your assistant’s own help or ask us.
What stays in your control
Your permissions apply
The assistant can never see or do more than you can in Bludge. Role and team limits stay in place, and they change when your role does.
Drafts when you want to review
When you ask for a draft, nothing is sent, issued or published until a person reviews it in Bludge. Your business’s approval rules still apply to every action.
Read-only when the app asks for it
If your assistant app asks for read-only access, it can look things up but change nothing. You can also create a read-only personal connection in AI connections.
Disconnect at any time
Connections stay on until you disconnect them in AI connections. An administrator can also pause AI access for the whole business.
A record of what it did
Changes made through the connection show in the audit log as made by the assistant, for you.
Microsoft Copilot and Bludge
A Copilot Studio agent is built by your organisation for a job, and works inside Microsoft 365. Think of it as staff. Bludge is the business it works in: your customers, bookings, jobs and records in one place, set up for your kind of business. Your agent does more with organised records and clear access rules than with a spreadsheet.
Your team, your plans and your assistant all use the same business brain. See connected AI features
Plans, regions and where these facts come from
We checked Microsoft Copilot’s own published information on 27 October 2026. Assistant products, plans and regions change often, so check the vendor’s current page before you decide.
Copilot Studio needs a Microsoft work or school account with access to edit the agent. Microsoft documents MCP tools for Studio agents; Microsoft 365 Copilot chat and personal Copilot use different connections.
Questions about Microsoft Copilot
Does this work with Microsoft 365 Copilot chat?
No. Microsoft 365 Copilot chat uses a different kind of connector, set up by a Microsoft administrator. Bludge connects to Copilot Studio agents, and the Bludge guide covers that setup. Personal Copilot does not offer custom connectors.
What if I share my agent with my team?
Each person who uses the agent connects with their own Bludge sign-in. The agent then works within that person’s permissions.
Can your Copilot Studio agent read my business data?
Yes, the part you can see. Your Copilot Studio agent reads only what the person who connected it can see in Bludge. The same role and team limits apply.
Can your Copilot Studio agent make changes without review?
Your Copilot Studio agent makes the changes you ask for, within your Bludge permissions, and never acts on its own. Ask for a draft when you want a person to review first: a draft does not send a message, issue a quote or publish anything. Your business’s approval rules still apply.
How do I disconnect your Copilot Studio agent?
Open AI connections in your Bludge profile menu and disconnect it. A business administrator can also pause AI access for the whole business.
Does connecting your Copilot Studio agent cost extra?
Bludge pricing is a quote for your business, with no fee per user. Your Microsoft Copilot account and plan are separate from Bludge.
Works with every setup
Your Copilot Studio agent works inside whichever Bludge setup your business runs. For example:
Other assistants
Read more answers about AI and Bludge, explore the business brain features or see how pricing works.
Connect Microsoft Copilot to your business.
We’ll set up the connection with you, inside your Bludge access, and make sure it works.