# Connect Microsoft Copilot

#### Copilot Studio vs. Consumer Copilot

**This guide is for Copilot Studio only.** To give your team Kick access through a conversational AI interface, you must:

1. Build an agent in Copilot Studio (this guide)
2. Publish it to your organization
3. Team members then use your custom agent

***

#### What Is Copilot Studio?

Microsoft Copilot Studio is a low-code platform for building custom AI agents (copilots) for your organization. Unlike consumer-facing Microsoft Copilot in Edge or Windows, Copilot Studio lets you create specialized agents that connect to your firm's data and tools.

**Use Copilot Studio to:**

* Build a custom "Kick Accounting Agent" for your firm
* Give team members conversational access to client financial data
* Automate bookkeeping workflows through natural language
* Deploy firm-specific AI assistants that understand your processes

This guide shows you how to connect your Copilot Studio agent to Kick's MCP server so your custom copilot can access accounting data.

***

#### What You'll Need

* A Microsoft Copilot Studio license (included in certain Microsoft 365 plans)
* Access to create and publish agents in your organization
* A Kick account with access to at least one workspace

{% hint style="info" %}
**Tip**: Log in to your Kick account in your browser before starting. This makes the authorization step faster.
{% endhint %}

***

#### Connect Kick MCP to Your Agent

**Step 1: Create or Open Your Agent**

1. Go to [Copilot Studio](https://copilotstudio.microsoft.com)
2. Create a new agent or open an existing one
3. In the agent editor, go to **Settings**

**Step 2: Add the Kick MCP Server**

1. In Settings, navigate to **MCP servers** or **Connectors**
2. Click **Add MCP server**
3. Complete the connection form:
   * **Name**: `Kick`
   * **MCP server URL**: `https://use.kick.co/mcp`
   * **Transport**: Choose **Remote MCP** or **Streamable HTTP** (depending on available options)
   * **Authentication**: Select **OAuth** if available, otherwise **API Key** or **Bearer token**
4. Click **Add** or **Save**

**Step 3: Authorize the Connection**

**If using OAuth:**

1. A browser window will open to Kick's authorization page
2. Sign in to your Kick account if prompted
3. Choose your permissions:
   * **Read & write** — Full access (write operations require approval in the agent)
   * **Read-only** — View-only access
4. Choose workspace access:
   * **All my workspaces** — Access all current and future workspaces
   * **Selected organizations** — Choose specific organizations
   * **Selected workspaces** — Choose specific workspaces
5. Click **Authorize**

<figure><img src="/files/Wk033LZHCOK3NbnGKk0X" alt=""><figcaption></figcaption></figure>

**If using Bearer Token:**

1. Generate a personal access token in Kick (Settings → API)
2. Copy the token (starts with `kick_pat_`)
3. Paste it in the authentication field in Copilot Studio
4. Save the configuration

**Step 4: Configure Agent Tools**

After adding the Kick MCP server:

1. Go to your agent's **Actions** or **Tools** settings
2. Enable the Kick tools you want your agent to access
3. Configure tool permissions:
   * **Read-only tools** — Always available
   * **Write tools** — May require confirmation prompts

**Step 5: Test Your Agent**

1. Open the **Test your agent** panel
2. Ask your agent:

```
List the Kick tools you can use and confirm the active workspace.
```

The agent should respond with available tools (like `transactions_query`, `reports_query`, `context_browse`) and your active workspace name.

***

#### Publish Your Agent

Once you've configured and tested the Kick connection:

1. Click **Publish** in the agent editor
2. Choose where to publish:
   * **Your organization** — Available to all members
   * **Specific teams or groups** — Limited distribution
   * **External** — Share outside your organization (requires admin approval)
3. Confirm publication

Team members can now use your custom agent to access Kick data through conversation.

***

#### Example Agent Prompts

Once your agent is connected to Kick, team members can ask it:

* "Show me all transactions over $5,000 from last quarter for \[client name]"
* "Generate a profit and loss report for January 2026"
* "What are the top 5 expenses for \[client name] this year?"
* "List all asset accounts and their current balances"
* "Create a rule to categorize all Amazon transactions as Office Supplies"
* "Compare Q1 and Q2 revenue across all entities"

The agent will pull live data from Kick and, for write operations, ask for confirmation before making changes.

***

#### Agent Configuration Tips

**Set Default Workspace**

Configure your agent to default to a specific workspace:

1. In agent settings, add a system prompt
2. Include: "Always use the \[workspace name] workspace unless the user specifies otherwise"

**Require Approval for Write Operations**

Ensure write operations require explicit user confirmation:

1. Go to agent **Actions** settings
2. For each write tool (like `transactions_act`, `rules_act`), enable **Requires confirmation**
3. Configure confirmation prompts for clarity

**Add Context About Your Firm**

Give your agent context about your firm's processes:

1. Add a knowledge source with your firm's accounting policies
2. Include client naming conventions
3. Document common workflows

This helps the agent provide more relevant, firm-specific responses.

***

#### Troubleshooting

**MCP Server Won't Connect**

The server configuration didn't load successfully.

1. Verify the MCP server URL is exactly: `https://use.kick.co/mcp`
2. Check that authentication is configured correctly
3. Try removing and re-adding the server
4. Check Copilot Studio service status

**Authorization Failed (OAuth)**

The authorization didn't complete successfully.

1. Make sure you're logged in to your Kick account
2. Complete the full authorization flow
3. Click **Authorize** on the Kick authorization page
4. Try disconnecting and reconnecting the server

**Invalid Token (Bearer Token)**

The personal access token isn't working.

1. Verify the token was copied correctly (no extra spaces)
2. Check that the token hasn't expired in Kick settings
3. Generate a new token if needed
4. Make sure the token format starts with `kick_pat_`

**Agent Can't Access Kick Tools**

Tools aren't appearing in the agent's available actions.

1. Go to agent **Actions** or **Tools** settings
2. Verify Kick tools are enabled
3. Republish the agent after enabling tools
4. Test in the agent editor before publishing

**Wrong Workspace Showing**

Your Kick account has access to multiple workspaces. Configure the agent to specify:

1. Add a system prompt: "Use the \[workspace name] workspace"
2. Or tell the agent in conversation: "Switch to \[workspace name] workspace"

***

#### Security and Permissions

**Data Access**

* **Workspace-level**: The agent can only access Kick workspaces the authorizing user has permission to view
* **Tool-level**: Enable only the tools your team needs
* **User-level**: Team members can only use the agent if they have access to it

**Confirmation Requirements**

* **Read operations**: Execute automatically
* **Write operations**: Require user confirmation (configurable per tool)
* **Bulk operations**: Always require explicit approval

**Token Management**

* **OAuth tokens**: Automatically refresh, managed by Microsoft and Kick
* **Bearer tokens**: Must be manually rotated according to your firm's security policy
* **Revocation**: Disconnect Kick in Copilot Studio or revoke tokens in Kick settings

***

#### Data Privacy

* **Your data stays in Kick**: The agent requests data through the MCP connection but doesn't store your Kick data permanently
* **Microsoft's data handling**: Copilot Studio processes queries according to Microsoft's enterprise data policies
* **You control access**: Disconnect Kick or revoke tokens at any time
* **Audit trail**: Both Kick and Copilot Studio maintain logs of data access and changes

***

#### Next Steps

Now that you're connected:

1. Try a sample query: "List my workspaces" or "What tools can you use?"
2. Explore reports by asking your Copilot Studio agent to generate financial reports for your clients
3. Check out the [Kick MCP Use Case Library](/ai/mcp/mcp-use-case-library.md) for advanced use cases

***

#### Need More Help?

* **Kick Support**: Visit the [Kick Help Center](https://docs.kick.co) or contact <support@kick.co>
* **Copilot Studio Documentation**: Visit [Microsoft Learn](https://learn.microsoft.com/en-us/microsoft-copilot-studio/)
* **MCP Server Setup**: See [Microsoft's MCP guide](https://learn.microsoft.com/en-us/microsoft-copilot-studio/mcp-add-existing-server-to-agent)