Connect Microsoft 365 Copilot to Rise

Connect Microsoft 365 Copilot to Rise

Connect Microsoft 365 Copilot to Rise so your team can ask questions about your Rise reporting data inside Copilot. For what you can ask once it's set up, see Use an AI assistant with Rise.

Alert
Early access: Connecting an AI assistant to Rise is currently available in early access. To request access for your organization, contact Support.
Info
Note: This setup is done by an IT admin in Copilot Studio, not by individual users. If you're an HR user who wants to use Copilot with Rise, share this article with your IT team. You need a Microsoft 365 Copilot license and a Rise account with reporting access.

1. Register a Rise OAuth app

In Rise, create a confidential OAuth application with:

  • Redirect URI. Match the value Copilot Studio shows you, usually https://global.consent.azure-apim.net/redirect.
  • Scopes. reports:read, plus reports:write if Copilot should build and save reports.

Note the client ID and client secret. You'll need them in the next step.

2. Add Rise in Copilot Studio

  1. Open or create an agent.
  2. Go to Tools > Add a tool > New tool > Model Context Protocol.
  3. Enter the server details: Server URL https://mcp.risepeople.com/mcp and Transport Streamable HTTP.
  4. Set the OAuth 2.0 configuration: Authorization URL https://api.risepeople.com/v1/oauth/authorize, Token URL https://api.risepeople.com/v1/oauth/token, the client ID and client secret from your Rise app, and scopes reports:read reports:write.
  5. Complete the consent flow.

3. Publish the agent

Add the Rise tool to the agent's actions, then publish the agent to Microsoft 365 Copilot. Each person signs in with their own Rise account the first time they use it.

Troubleshooting

  • Redirect mismatch error. The redirect URI on the Rise OAuth app must exactly match the one Copilot Studio shows.
  • A user can't find any reports. That person's Rise account may need reporting access turned on. Contact Support.
  • Copilot can't save reports. Reconfigure the connection with the reports:write scope and complete the consent flow again.

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