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Microsoft Copilot Studio’s setup process involves the following steps:
  1. Admin enablement in Box
  2. Admin configuration in Copilot Studio

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Step 1: Enable integration in Box

Admin
  1. Sign in to the Box Admin Console.
  2. Go to Integrations and find Copilot Studio either by using the MCP Category filter, or by using the search bar at the top of the page.
  3. Make sure that Copilot Studio is enabled for your enterprise by setting its availability to Available to all users.

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Step 2: Configure connection in Copilot Studio

Admin Detailed steps and guidance are available in the official Microsoft documentation: Add MCP server to an Agent
  1. Create a new agent in Copilot Studio:
    • Log in to Copilot Studio with a valid account and follow the steps to create a new agent, adding the name and description of your choice.  If you’re not familiar with the process of creating agents in Copilot studio, you can follow Microsoft’s support article here.
  2. Add the Box MCP Server as a Tool:
    • Go to the Tools page for your agent and select Add a tool.
    • Select Model Context Protocol and select the Box MCP Server from the list of available MCP Connector.
    • Authorize the connection, entering any information that is needed.
    • When you’re done, select Add to agent or Add and configure to proceed.