Kiteworks MCP in Microsoft Copilot Studio

Connect the Kiteworks MCP Server to Microsoft Copilot Studio as a Model Context Protocol tool, so an agent can work with Kiteworks data. Copilot Studio connects to the Kiteworks Remote HTTPS server over OAuth 2.0.

Prepare the Kiteworks MCP Server

Before you open Copilot Studio, deploy the Kiteworks Remote HTTPS server and register its OAuth callback URL. All three steps are detailed in the Installation & Setup guide.

1. Configure MCP in the Kiteworks Admin Portal

   Enable Kiteworks MCP in the Admin Portal console. See Configure MCP in Admin Portal.
2. Deploy the Remote HTTPS server

   Stand up the centralized Remote HTTPS MCP Server that Copilot Studio will connect to. See Remote HTTPS Server.
3. Add the callback URL to the MCP configuration

   Register the callback (redirect) URL of your MCP deployment in the Admin Portal so the OAuth flow can complete for remote clients. Note your server's base URL — you register it in Copilot Studio with /mcp appended.

Create the MCP Tool in Copilot Studio

Register the Kiteworks MCP Server as a reusable Model Context Protocol tool. You create the tool once, then add it to any agent that should work with Kiteworks.

1. Sign in to Copilot Studio

   Go to copilotstudio.microsoft.com ↗ and sign in with an account that has privileges to create tools and agents.
2. Open Tools and start a new tool

   In the left navigation, select Tools, then select New tool.
3. Choose Model Context Protocol

   Select Model Context Protocol as the tool type.
4. Name the tool

   Enter Kiteworks MCP as the server name.
5. Enter the server URL

   For Server URL, enter the URL of your Remote HTTPS server ending in /mcp (for example https://your.mcp.domain/mcp).
6. Choose OAuth 2.0

   Under Authentication, select OAuth 2.0.
7. Keep dynamic discovery enabled

   Leave the Dynamic discovery option enabled. Copilot Studio then discovers the Kiteworks authorization and token endpoints automatically — there is no need to enter a client ID or secret manually.
8. Create the tool

   Select Create. The Kiteworks MCP tool is now available to add to agents.

Add the Tool to an Agent

Create an agent and attach the Kiteworks MCP tool. The connection you create determines which Kiteworks account the agent acts as — every operation the agent performs runs with that account's permissions.

1. Create an agent

   In the left navigation, select Agents, then Create agent, and complete the agent details.
2. Add the Kiteworks MCP tool

   Open the agent's Tools, select Add a tool, and choose Kiteworks MCP.
3. Create a new connection and authenticate

   Select Create new connection, then sign in with the Kiteworks account you want the agent to interact from. Copilot Studio uses the dynamic-discovery OAuth flow to complete authentication.
4. Choose whose credentials the agent uses

   In the tool's authentication settings, set Credentials to use.

   Recommended: End user credentials. Each person authenticates with their own Kiteworks account, so the MCP Server enforces that user's own permissions for least privilege. The alternative, Maker-provided credentials, runs the agent as the one account that created the connection for everyone.

Next Steps

With the Kiteworks MCP tool connected to your agent, explore what you can do with it:

• Usage Examples ↗ — Detailed examples including Compliance Review with Forms, Sensitive Data Audit, and Project Handover workflows
• Available MCP Tools ↗ — Full list of tools exposed by the MCP Server