Creating the Altify MCP Server Tools in Microsoft Copilot Studio

The following steps outline how to connect an Altify MCP server with your Microsoft Copilot Studio agent using the Model Context Protocol (MCP) connector.

(For in-depth guidance on the following, see Connect your agent to an existing Model Context Protocol (MCP) server on the Microsoft Learn site.)

  1. Open your agent in Copilot Studio and click on the Tools tab.

  2. Add a new tool, selecting Model Context Protocol as the type.

  3. In the Model Context Protocol dialog, enter the following information:

    • Server name: Enter a descriptive name (e.g. 'Altify Opportunity Finder MCP')

    • Server description: Enter a description of what this server does (e.g. 'This server allows us to locate interesting opportunities in our Salesforce Org')

    • Server URL: Enter the MCP server endpoint, e.g. for the Altify Salesforce server, this is: https://salesforce.mcp.altify.dev/mcp

      All five servers are listed below (including the Sandbox equivalent if you are testing the MCP servers in a Sandbox org):

      Server Endpoint for production orgs Endpoint for sandbox orgs
      Altify Account https://account.mcp.altify.dev/mcp https://account.mcp.altify.dev/test.salesforce.com/mcp
      Altify Salesforce https://salesforce.mcp.altify.dev/mcp https://salesforce.mcp.altify.dev/test.salesforce.com/mcp
      Altify Analysis https://analysis.mcp.altify.dev/mcp https://analysis.mcp.altify.dev/test.salesforce.com/mcp
      Altify Retrieve https://retrieve.mcp.altify.dev/mcp https://retrieve.mcp.altify.dev/test.salesforce.com/mcp
      Altify Write https://write.mcp.altify.dev/mcp https://write.mcp.altify.dev/test.salesforce.com/mcp

    • Authentication: Select OAuth 2.0

    • Type: Select Manual

    • Client ID: Enter the OAuth client ID from your Salesforce External Client Application (you will need to obtain this from your Salesforce admin)

    • Client secret: Enter the corresponding client secret

      Note: The Client ID and Client secret can be obtained on the Settings tab (see OAuth Settings) of your custom Salesforce External Client Application. Your ECA may include separate credentials for each server.

    • Authorization URL: Enter the appropriate endpoint URL with 'authorize' appended, e.g. https://salesforce.mcp.altify.dev/authorize

    • Token URL template: Enter the appropriate endpoint URL with 'token' appended, e.g. https://salesforce.mcp.altify.dev/token

    • Refresh URL: Enter the appropriate endpoint URL with 'token' appended, e.g. https://salesforce.mcp.altify.dev/token

    • Scopes: refresh_token api

    • Redirect URL: This will be generated automatically after creation — leave it as the placeholder for now.

  4. Click Create.

  5. On creating the MCP tool, copy the Redirect URL that is automatically generated. You (or your Salesforce Admin) will need to register it as an allowed callback URL in your Salesforce External Client Application configuration.

  6. Click Next.

  7. On the next screen, expand the Connection menu and select Create new connection to initiate the OAuth flow. This will open the Salesforce login page where you authenticate and authorize the connection.

    After completing the OAuth flow, the connection status updates to show Altify Opportunity Finder MCP with a green connected indicator.

  8. Click Add and configure to finish adding the tool to your agent.

  9. Repeat steps 1 to 8 for the four other servers.