Connect your workspace
Add an MCP server to your Copilot Studio agent, enter https://app.usemytemplate.cc/mcp and select OAuth dynamic discovery. Tenant policies and publishing requirements apply. This is not a claim of direct installation in consumer Copilot chat.
What the assistant can do
Authorized assistants use the same saved clients, templates, drafts and plan limits. Tools support branding, PDF imports, mapping, versioned revisions, downloads and plan-enabled business workflows. Previewed changes retain confirmation receipts. Sending, payment execution and final document approval remain outside these chat tools.
Files and interactive controls
The standard MCP Apps panel offers selected-file upload, saved-page preview and download in supporting hosts. ChatGPT file helpers are optional enhancements. Other hosts can read saved records, receive image results and obtain expiring PDF links; upload through the workspace if the host cannot transfer files.
Verification status
Shared MCP tools are implemented. Copilot Studio installation, tool discovery and published-agent acceptance remain pending.
Plans and permissions
Reconnect to authorize newly added management tools. Business workflows require Business access regardless of assistant. Review and revoke permissions in account settings. Provider plans, regional availability and directory acceptance remain separate.
Primary sources
Platform guidance can change. Check these sources before making an installation or purchasing decision.