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You can bring the financial expertise of Bigdata.com to your Microsoft Copilot Studio agent as a Remote MCP.

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Prerequisites

To configure the Bigdata.com MCP connector in Microsoft Copilot Studio, you need:
  • Access to Copilot Studio
  • Appropriate Microsoft 365 subscription with Copilot Studio access
  • OAuth credentials and redirect URLs from Bigdata.com (see Configuration Steps below)
The configuration process requires admin access to Copilot Studio. Once configured, the agent can be shared with specific users, teammates, or your entire organization.

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Configuration Steps

1

Request OAuth Credentials

The Bigdata.com MCPs require user authentication to access your Bigdata.com subscription. Microsoft Copilot Studio will delegate the authentication to Bigdata.com using the standard OAuth flow.We will establish the trust between Microsoft Copilot Studio and Bigdata.com with OAuth Credentials. Please contact [email protected] to request the OAuth Customer ID and OAuth Customer Secret that you will use in a following step.
2

Create a New Agent

Go to Copilot Studio and create a new agent:
  1. From the menu on the left, go to Agents
  2. Click the arrow next to + Create blank agent and select Advanced creation from the dropdown menu
Copilot Studio New Agent - Advanced Creation
  1. In the next window, the Default language can be defined. Recommendation: English (en-US)
3

Configure Agent Attributes

In the next page, define the new agent’s main attributes:
  • Name: Bigdata.com (or any name you prefer)
  • Icon: You can download the icon from here
  • Description: Access real-time financial data for market insights (or any name you prefer)
Once done with the agent’s attributes, press the Save button from the top right corner.Copilot Studio New Agent - Main Attributes
4

Configure Agent Parameters

After creating your new agent, configure the following parameters within the same page:
  • Agent Model: Depends on your internally enabled models. We suggest an advanced and versatile model (GPT-5 Auto, as of Dec 2025)
The following parameters are optional and can be used to personalize your Agent:
  • Triggers: Configure event triggers to allow your agent to automatically react when events occur in other systems (e.g., when a task is assigned in Microsoft Planner). For detailed instructions, refer to Microsoft’s documentation on event triggers
  • Instructions: Describe what you want this agent to do, their tone, and their rules. This is where you define the agent’s behavior and how it should interact with users when accessing Bigdata.com financial data. For detailed guidelines, rfer to Microsoft’s documentation on Agent Instructions
  • Knowledge: Add data, files, and other resources to substantiate and improve AI-generated responses. You can upload documents, connect to SharePoint, add public websites, or use other data sources to enhance your agent’s knowledge base. For detailed instructions on configuring knowledge sources, refer to Microsoft’s documentation on knowledge sources
  • Agents: Connect your agent with other agents to extend functionality. You can create child agents within your current agent or connect to other Copilot Studio agents in your environment. For detailed instructions, refer to Microsoft’s documentation on adding other agents
  • Themes: Add talking points to focus and guide how your agent responds. Themes allow you to define specific conversation flows and behaviors for different scenarios (e.g., Greeting, Goodbye, Start Over). You can create custom themes to handle particular user interactions or business processes
5

Add MCP Tool

To allow the new agent to use Bigdata.com, configure a new tool:
  1. Go to Tools from the top menu bar
  2. Click the + Add tool button
  3. In the new window, press the + New tool button
  4. Select the Model Content Protocol (MCP) type
MCP Connector creation
6

Create MCP Connector as an Agent's tool

Define the following MCP connector’s attributes:
  • Name: Bigdata-com (cannot contain ”.” or spaces)
  • Description: Bigdata MCP connector
  • Server URL: https://mcp.bigdata.com
  • Authentication: OAuth / Manual
  • Customer ID: The OAuth Customer ID you received from [email protected]
  • Customer Secret: The OAuth Customer Secret you received from [email protected]
  • Authorization URL: The Authorization URL you received from [email protected]
  • Token URL: The Token URL you received from [email protected]
  • Refresh URL: Same as Token URL
Copilot MCP Connector creationAfter pressing the Create button, the Redirect URL will be displayed, which has to be shared with the Customer Success team ([email protected]) for finalizing the configuration.
7

Finish MCP Connector configuration

Once the Redirect URL is configured, complete the configuration process:
  1. Go to Copilot Studio
  2. Go to Agents and click on the agent for Bigdata.com
  3. Go to Tools
  4. Select Model Context Protocol and select the connector created in the previous step
  5. Click Connection, and Create a new connection
  6. You will be redirected to app.bigdata.com (if not already logged in) to login to Bigdata.com
  7. If authentication is successful, you will be redirected to the Connection creation page. Press the Add and configure button
Copilot MCP connection confirmation

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Publishing the Agent

Once the agent is configured, publish it to make it available for other users or your entire organization.
1

Publish the Agent

Go to Copilot Studio and publish the agent:
  1. Go to Agents and click on the agent for Bigdata.com
  2. Press Publish from the top right corner (this task may take a few minutes)
Copilot Publish Agent
2

Configure Channels

After publishing the Agent, configure the channels where it will be available:
  1. Go to Channels from the top menu bar
  2. Select the channel(s) where the Agent is expected to be available (for example “Teams & Microsoft 365 Copilot”)
  3. In the new window for the selected channel:
    • Ensure Activate Microsoft 365 checkbox is selected
    • The appearance of the agent (icon, description, etc.) can be personalized in the Edit details section
  4. Press the Add channel button
3

Set Availability

Configure who can access the agent:
  1. Go to Availability Options where you can share it with:
    • Specific people
    • Teammates and shared users
    • Everyone in your organization
  2. After selecting an Availability Option, press the Send for Admin approval button
Copilot Studio Availability
4

Admin Approval

To approve/reject the Agent to be published:
  1. Go to https://admin.microsoft.com/
  2. Select Agents from the left menu, and All agents
  3. Navigate to the Requests tab
  4. The recently created agent should be listed
  5. Select the Agent and press the Publish button right below the agent name
🥳🚀 Congratulations! Your Microsoft 365 Copilot agent is now published and connected to Bigdata.com.

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Using the Agent

Once the Bigdata.com agent has been configured and published, you can start using Bigdata.com MCP tools in your Microsoft Copilot conversations.
1

Access Microsoft Copilot

Open Microsoft Copilot in your preferred channel (Teams, Microsoft 365, etc.) where the agent has been made available.
2

Start a Conversation

Begin a conversation with the Bigdata.com agent and ask questions about financial data, market insights, or any other Bigdata.com capabilities.
You can now use Bigdata.com MCP tools in your Microsoft Copilot conversations!