https://mcp.agentcollect.com/public-mcp
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What this adds to Copilot Before you start Add it to Copilot Studio Publish to your team If sign-up is blocked by your tenant Sample questions Security & data handling SupportWhat this adds to Copilot
AgentCollect is an accounts-receivable intelligence layer. Once it's wired into Copilot, anyone on your team can ask, in plain English:
- "Where are my top 3 highest-leverage receivables this week?"
- "What's our engagement rate, and what does it mean?"
- "Did Acme Corp open the last email? What's the next move?"
- "How much have we recovered, and what's still in motion?"
Answers are scoped to your account only and framed around action and recovery path — no dashboards to open, no exports, no copy-paste.
Before you start
Who does this: a maker or IT admin who can build agents in Microsoft Copilot Studio. Once published, your end users just see the AgentCollect agent inside Microsoft 365 Copilot.
What you need: a Microsoft work or school account with access to Copilot Studio (included with Microsoft 365 Copilot, or a standalone Copilot Studio license / pay-as-you-go). A free trial lets you build and test the agent; publishing to your org needs a paid plan.
Transport: the connector uses Streamable HTTP (the current MCP standard) — no extra configuration needed.
Add it to Copilot Studio
- Go to copilotstudio.microsoft.com and sign in with your Microsoft work account.
- Open an existing agent, or click Create → New agent and give it a name (e.g. "Receivables").
- In the agent, open the Tools tab → Add a tool → New tool → Model Context Protocol.
- Fill in: Server name =
AgentCollect, Description =Ask your AR portfolio anything, Server URL =https://mcp.agentcollect.com/public-mcp. - When prompted to create a connection, choose OAuth. You'll be redirected to the AgentCollect login — sign in with your dashboard credentials and approve the read-only consent.
- Click Add and configure. The
ask-ar-analysttool is now attached to your agent. - In the Test pane on the right, type: "Using AgentCollect, where should I focus this week?" The agent calls the connector and answers from your scoped data.
Publish to your team
- In your agent, click Publish.
- Under Channels, choose Microsoft 365 Copilot and submit. Your admin approves it once in the Microsoft 365 admin center.
- After approval, the AgentCollect agent appears in the Agent Store inside Microsoft 365 Copilot. Your users add it from the left pane and start asking questions.
If sign-up is blocked by your tenant
- Ask your Microsoft 365 admin to enable Copilot Studio for your account (assign a Copilot Studio or Microsoft 365 Copilot license, or enable self-service sign-up). This is the right path for a production rollout.
- For a quick personal test, use a separate tenant where you're the admin (for example a free Microsoft 365 trial tenant), build and test the agent there, then replicate the steps in your main tenant once licensing is in place.
The connector itself never changes — it's the same URL (https://mcp.agentcollect.com/public-mcp) in any tenant.
Sample questions
- Portfolio-level: "What's our engagement rate?" — returns exact num/denom/% plus a business reframe.
- Strategic: "Where should I focus this week?" — returns the 3 highest-leverage opportunities with $ amounts and named accounts.
- Per-account: "What's the stance on Acme Corp? Did they engage with email?" — returns a classified stance, email-engagement state, and the next best action.
- Top accounts: "Who are our top 5 active accounts by amount?" — returns the ranked list with $, stance, and recommended action.
- Cash recovery: "How much have we recovered, and what's still in motion?" — returns dollar recovered plus dollar in active opportunity.
Security & data handling
- Cross-tenant isolation. Every query is force-scoped by your
payment_account_idat the database layer. You cannot read another customer's portfolio. - Read-only. The connector exposes one read-only tool (
ask-ar-analyst). No write or destructive operations are possible. - OAuth 2.1 + PKCE S256. Industry-standard authentication. Tokens are scoped to
mcp:readand auto-expire after 24 hours. - No conversation logging. The server does not store your questions or the answers. Only auth events and standard request logs are retained.
- Vendor protection. The curation layer refuses to disclose internal vendor names, agent identifiers, or prompt content.
- Revoke any time. Remove the connection from Copilot Studio and tokens are immediately invalid.
- Compliance. TLS 1.2+, GDPR and CCPA aligned (see privacy policy), SOC 2 Type II (report available under NDA).
Support
Contact us at support@agentcollect.com or book a 30-min call. We respond within 1 business day.
Already using ChatGPT or Claude? The same connector works there too — see the ChatGPT & Claude setup guide.