Cortellis Regulatory Intelligence MCP Server

Connecting from Microsoft 365 Copilot Chat

Prerequisites

Before you begin, ensure you have:

Setup Instructions

Follow these steps to connect the Cortellis Regulatory Intel 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 Cortellis Regulatory Intel data source, select Connect, and complete authentication by signing in with an account that has an active Cortellis Regulatory Intelligence subscription. Screenshot of federated connector data sources
  5. Enter a prompt in Copilot Chat that needs Cortellis Regulatory Intelligence data.

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

Troubleshooting

For support, please contact [email protected].

Building your own agent instead? See the Microsoft Copilot Studio setup guide, or all access options.