Cortellis CCI MCP Server

Prerequisites

Before you begin, ensure you have:

Setup Instructions

Follow these steps to connect the CCI MCP connector and start using it in Microsoft 365 Copilot Chat:

  1. Open Microsoft 365 Copilot Chat and sign in with your work account.
  2. Select the ellipsis (...) menu, and then select Settings. Screenshot of the Settings option in Copilot Chat
  3. In the settings dialog, select Sources in the left pane.
  4. Find the CCI MCP data source, select Connect, and complete authentication by signing in with an account that has an active Cortellis subscription. Screenshot of federated connector data sources
  5. Enter a prompt in Copilot Chat that needs Cortellis data.

Note: No data is indexed into Microsoft 365. Responses are fetched dynamically from the data source via MCP.

Available Tools

Troubleshooting

For support, please contact [email protected].

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Building your own agent instead? See the Microsoft Copilot Studio setup guide.