How to Connect Scopevisio Cloud ERP to Microsoft Copilot — via MCP

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

Scopevisio Cloud ERP + Microsoft Copilot

Read Scopevisio cloud ERP data: search contacts, outgoing and incoming invoices, projects and tasks, and open single records and invoice positions. Read-only, through the Scopevisio OpenScope REST API with a user sign-in.

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:

SCOPEVISIO_CUSTOMER, SCOPEVISIO_USERNAME, SCOPEVISIO_PASSWORD, SCOPEVISIO_ORGANISATION

Step 1 — Get credentials

1. Use an active Scopevisio user with the profiles Kontakte (Anzeigen), Rechnungen (Anzeigen), Rechnungseingangsbuch (Anzeigen), Projekte (Anzeigen) and Aufgabe (Anzeigen). Scopevisio recommends a dedicated technical user (e.g. [email protected]) without two-factor sign-in: the connector cannot answer a one-time password.
2. Set SCOPEVISIO_CUSTOMER to your 7-digit customer number, SCOPEVISIO_USERNAME and SCOPEVISIO_PASSWORD to the user's login, and SCOPEVISIO_ORGANISATION to the exact name of the company (organisation) to read.
3. Start with scopevisio_get_account to check the sign-in, then search with the list tools and open single records with the get tools.

The connector signs in at POST /rest/token and renews the short-lived token by itself; issued tokens are listed in the customer lounge under My REST API clients. search is a list of criteria combined with AND, e.g. [{"field":"lastname","value":"Muster","operator":"icontains"}]. page starts at 0 and pageSize defaults to 100 (at most 1,000). A 403 means the user lacks the profile named in the tool description. Nothing is written to Scopevisio.

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 Scopevisio Cloud ERP 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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