Copilot Studio

Connect Microsoft Copilot Studio to the Klardaten DATEV MCP server with Streamable MCP and OAuth.

Copilot Studio uses Streamable MCP. Enable generative orchestration for the agent before testing MCP tools.

  1. In Copilot Studio, create a blank agent.
Copilot Studio: create a blank agent
  1. Name the agent, for example Klardaten MCP Agent, then create it.
Copilot Studio: name the new agent
  1. Scroll to Tools and click Add a tool.
Copilot Studio: Add a tool from the Tools tab
  1. Select Model Context Protocol from the tool options.
Copilot Studio: select Model Context Protocol from tools
  1. Enter the MCP server details and click Create:
    • Server name: Klardaten MCP
    • Server description: Read DATEV data through the Klardaten DATEV MCP server.
    • Server URL: https://api.klardaten.com/mcp
    • Authentication: OAuth 2.0 with dynamic discovery
Copilot Studio: Klardaten MCP server details
  1. Click Connect to MCP.
Copilot Studio: Connect to MCP button
  1. Complete the Klardaten OAuth flow with your Klardaten credentials.
  2. After authorization, confirm that Klardaten MCP appears under Tools.
Copilot Studio: Klardaten MCP displayed under tools

Copilot Studio may show a limited resource preview, for example only up to five resources. This is a preview limitation; the agent can still use the resources through Klardaten MCP tools.

  1. Open the test chat and enter a DATEV prompt.
Copilot Studio: DATEV prompt in test chat
  1. When Copilot Studio asks to connect to the MCP server, click Connect.
Copilot Studio: connect to Klardaten MCP after a prompt
  1. Submit the connection so Copilot Studio can use the authorized MCP server.
Copilot Studio: submit the Klardaten MCP connection
  1. Run the prompt again. Copilot Studio can now call the Klardaten MCP tools from the agent.
Copilot Studio: run the DATEV prompt again after connecting

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