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How to Connect SAP Concur to Microsoft Copilot — via MCP

Manage Concur expense reports, approvals, attendees, locations, users and travel itineraries from any AI agent. OAuth 2.0 refresh-token flow. Free developer sandbox on developer.concur.com.

HCBy HelpCode teamUpdated 4 min read Open-source on GitHub

No credit card · 7-day trial · Self-host alternative available

SAP Concur

SAP Concur

Manage Concur expense reports, approvals, attendees, locations, users and travel itineraries from any AI agent. OAuth 2.0 refresh-token flow. Free developer sandbox on developer.concur.com.

tools

10

Region

INTL

Category

Finance

Authentication

OAuth 2.0

Required env vars

CONCUR_REGIONCONCUR_CLIENT_IDCONCUR_CLIENT_SECRETCONCUR_REFRESH_TOKEN
Install in one click on Cloud

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  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

Start a free trial on cloud.anythingmcp.com, add the SAP Concur in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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Summary

Manage Concur expense reports, approvals, attendees, locations, users and travel itineraries from any AI agent. OAuth 2.0 refresh-token flow. Free developer sandbox on developer.concur.com.

Try asking

Example prompts for SAP Concur

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

SAP Concur · live via MCP
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Opus 4.7

Claude is AI and can make mistakes. Please double-check responses.

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

SAP Concur + Microsoft Copilot

Manage Concur expense reports, approvals, attendees, locations, users and travel itineraries from any AI agent. OAuth 2.0 refresh-token flow. Free developer sandbox on developer.concur.com.

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:

CONCUR_REGION, CONCUR_CLIENT_ID, CONCUR_CLIENT_SECRET, CONCUR_REFRESH_TOKEN

Step 1 — Get credentials

Setup:

  1. Sign up on https://developer.concur.com and create a Company Sandbox.
  2. Register a new app in the My Apps page → request scopes EXPRPT, USER, LIST (and optionally TRVPRO for travel).
  3. Concur emails you a Client ID + Client Secret. Generate a Refresh Token via the Password Grant — needed once.
  4. Decide your region: us (https://us.api.concursolutions.com) or eu (https://eu.api.concursolutions.com).
  5. Set the four env vars below.

Authentication: OAuth2 refresh-token grant. The adapter auto-refreshes the access token before expiry.

Rate limits: 25 requests/sec per refresh token (defaults). Bulk export endpoints have stricter quotas.

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 SAP Concur 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

ToolWhat it does
concur_list_reportsList expense reports for the connected company
concur_get_reportGet the full detail of one expense report by its ID
concur_list_report_entriesList the individual expense entries (line items) inside a given report
concur_submit_reportSubmit an expense report for approval
concur_workflow_actionApprove, send-back or reject a submitted expense report
concur_list_attendeesList meeting/expense attendees registered in the company directory
concur_list_locationsList travel/expense locations (cities, regions) available to your tenant
concur_list_usersList user accounts in the connected Concur tenant
concur_get_userGet one user profile by its Concur user ID
concur_list_itinerariesList travel itineraries (Concur Travel)

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.

Next steps

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