Microsoft Copilot Studio + PrivSource

PrivSource MCP with Microsoft Copilot agents

Give your Copilot Studio agent secure, team-scoped access to PrivSource. Search live lower middle market deals, work with buyside mandates and seller matches, and build buyer lists and target lists through one OAuth-managed MCP connection.

Follow the setup guide Sign in

What your agent can do

Deal Network

Search available deals, review structured details, and send outreach when available.

Buyside mandates

Create and publish acquisition criteria, then review matched deals.

Seller mandate matches

Review matched buyers for your deals and contact the right mandates.

Buyer lists

Create, generate, review, refine, and enrich AI Buyer Lists.

Target lists

Build and refine researched company lists from natural-language filters.

Account-aware tools

Let the agent discover the workflows available to the authorized team.

Connect PrivSource to Microsoft Copilot Studio

Create a PrivSource MCP tool, authorize your team, and add it to a Copilot Studio agent.

PrivSource MCP URL
https://api.privsource.com/mcp
Copilot Studio requires generative orchestration for MCP tools. Your Power Platform environment must also allow custom MCP connections.
  1. 1

    Create a tool in Copilot Studio

    Open Tools in Copilot Studio, then select New tool.

    Copilot Studio Tools page with New tool highlighted
  2. 2

    Configure the PrivSource MCP server

    Choose Model Context Protocol. Name the server PrivSource, describe when your agent should use it, enter the PrivSource MCP URL, select OAuth 2.0 and Dynamic discovery, then select Create.

    Copilot Studio Model Context Protocol form configured for PrivSource with OAuth dynamic discovery
  3. 3

    Add a tool to your agent

    Open your agent, select Tools, then select Add a tool.

    Microsoft Copilot Studio agent Tools tab with Add a tool highlighted
  4. 4

    Select PrivSource

    Search for PrivSource and select the PrivSource tool you created.

    Copilot Studio Add tool dialog showing PrivSource in the search results
  5. 5

    Create a connection

    Open the Connection menu and select Create new connection.

    PrivSource tool connection menu with Create new connection highlighted
  6. 6

    Start the PrivSource connection

    Optionally enter a display name, then select Create.

    Connect to PrivSource dialog with optional display name and Create button
  7. 7

    Authorize your PrivSource team

    Sign in to PrivSource if needed, select the team the agent should use, and authorize the connection.

    PrivSource OAuth authorization page with a team selected
  8. 8

    Add PrivSource to the agent

    Return to Copilot Studio. Once the connection is ready, select Add and configure.

    Copilot Studio PrivSource tool showing a connected PrivSource connection
  9. 9

    Confirm the connection

    PrivSource now appears as connected in Manage your connections. Your agent can discover the MCP tools available to the authorized team.

    Copilot Studio connection manager showing PrivSource connected