Connect Customily to Microsoft Copilot via MCP

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Customily, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

Customily + Microsoft Copilot

Customily product personalization for Shopify, Etsy, WooCommerce and standalone stores: list and read Design Studio product templates, and fetch what a shopper personalized (options, preview image, production files) by personalization id or order id. Logs in with the Customily account e-mail and password.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

CUSTOMILY_USERNAME, CUSTOMILY_PASSWORD

Step 1 — Get credentials

Customily has no API keys: the connector signs in with your Customily login.

1. Put the e-mail (or username) and password you use at app.customily.com into CUSTOMILY_USERNAME and CUSTOMILY_PASSWORD. If you sign in only with Google or Shopify, set a password in Customily first.
2. The connector exchanges them for a token (POST https://app.customily.com/api/token) that lasts 30 days and renews it automatically. A team member's login sees only what that member is allowed to see; an owner login sees everything.
3. Call customily_count_products to check the login, then customily_list_products to page through the Design Studio templates.

Orders and production files: store the personalizationGUID of each cart item with the order (from the add-to-cart payload, or the Shopify or Etsy line item property). customily_get_personalization returns the shopper's options, the preview image and the production file URLs. If your store passed its order id when the cart record was created, customily_list_order_personalizations returns every personalized item of the order.

Costs: Customily charges per generated production file. customily_generate_production_file is installed switched off; turn it on only to generate files for paid orders.

Scope: the item API covers personalizations created through Customily's standalone and custom integrations (cart records). For Shopify and Etsy shops that use the Customily app directly, the data may live in the app's own order screens. Template and personalization ids are GUIDs; keep the dashes.

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in Microsoft Copilot

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.

1. In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
2. Enter a Server name (for example AnythingMCP), a Server description that says what the connector does, and the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server.
3. Under authentication, choose API key, set Type to Header and the header name to X-API-Key, then select Create.
4. In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
5. Try it in the agent's Test pane: ask for something that needs the Customily tools.
6. Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.

Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.

Available tools

FAQ

Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.

What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.

The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.

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