Configure Automation Anywhere MCP server in Microsoft Copilot - This procedure describes how to configure the Automation Anywhere Model Context Protocol (MCP) server from Microsoft Copilot.

Automation 360

This procedure describes how to configure the Automation Anywhere Model Context Protocol (MCP) server from Microsoft Copilot.

About this task

This feature lets you and your users safely start automation in your bots, processes, and API Tasks from Microsoft Copilot using the conversational interface.

Each MCP client might support different MCP features, allowing for varying levels of integration with MCP servers. For a comprehensive list of supported MCP clients and latest features, click Feature support matrix.

Review this video showing how to configure and run Automation 360 MCP in Microsoft Copilot:

configure and run Automation 360 MCP in Microsoft Copilot

Note: Once you set up the Automation Anywhere MCP server endpoint and user credentials in your MCP client, you can use these MCP tools (tools are available based on your license):
  • DiscoverAutomation: Available with Enterprise License only and with PRE integration that is currently enabled for US and Europe regions.
  • RunAutomation: Available with Enterprise License only and with PRE integration that is currently enabled for US and Europe regions.
  • GetAutomationResult: Available with Base License or Enterprise License with PRE integration currently enabled for US and Europe regions only.

See MCP Tools in Automation Anywhere.

Procedure

  1. In Copilot Studio, click Agents from the side panel to open the Agent you will use (or create a new Agent).
  2. Scroll down to make sure you set Orchestration - Use generative AI to determine how best to respond to users and events is Enabled.
  3. From the top of the page, click the Tools tab and then click + Add a tool.
  4. In the middle of the Add tool page, click Model Context Protocol and then click + New tool on the right side.
  5. Click the new Model Context Protocol tool you just added and enter the following:
    • Server name: For example, enter Automation 360 MCP Server.
    • Server description: For example, enter Automation 360 MCP Server enables discovering, running, and retrieving results of automations directly through MCP.
    • Server URL: Enter the public URL of your MCP server. For example, https://mcp.stage.acmecompany.com/mcp.
    • Select API key as the authentication type. Then, indicate whether it goes in the Header or Query. (For this example, select Header and enter the Header name X-AUTH.)
    • Alternatively, select OAuth as the authentication type and follow the prompts to configure your OAuth connection.
    Note: You can configure the tool authentication in one of three ways: using an API key for a shared service account (all Agent users share the same key), using OAuth (each user authenticates individually), or switching to per-user mode where each user provides their own API key on first access.
  6. Click Create. The new Automation 360 MCP Server tool (custom connector) has been created.
  7. To connect the new Automation 360 MCP Server tool, click the down arrow next to the Not connected drop-down, and click +Create new connection. Enter your X-AUTH header information and click Create. The new Automation 360 MCP Server tool should now show as connected indicated with a green check mark.
  8. Click Add and configure to link the tool. The tool has now been added to the agent.
  9. At the top of the page, click the Tools tab, select your MCP server (Automation 360 MCP Server), and scroll down to review the tool's: Details, Inputs, Tools, and Resources.
    The Tools section displays a list of available Automation Anywhere tools from the MCP server:
    • DiscoverAutomation (Available with Enterprise License and PRE integration only)
    • RunAutomation (Available with Enterprise License and PRE integration only)
    • GetAutomationResult (Available with Base License, or Enterprise License and PRE integration )
    • Plus lists any additional tools that you might have previously configured using the AI > Agent connections page.
  10. From the Test your Agent panel on the right side, click the three horizontal dots, and select Manage connections from the drop-down.
    1. Your MCP server (Automation 360 MCP Server) should display in the list. Click Connect from the Status column.
    2. Click Submit from the Create or pick a connection page. The status changes from Connect to Manage.
  11. Go to the Agents page, select Settings > Generative AI. From the Model section, select your preferred model from the drop-down, then click Save.
  12. Go back to the Agents > Tools page for your MCP server (Automation 360 MCP Server). In the Details section, click Additional details to view.
  13. In the Test your agent panel, enter a question. For example, enter: Discover list of available automations.
  14. Confirm that the MCP server receives the call, the Automation 360 job executes and completes, and the Agent returns a status or result. Once validated, you can publish the Agent (so end-users can access it through Teams and Microsoft 365 Copilot). All calls create audit events for compliance and debugging.