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How to Connect Copilot with Tracxn MCP?

Tracxn MCP works on paid Copilot plans.

Step 1 — Register the OAuth client in the Teams Developer Portal

Under Tools → OAuth client registration, select Register client (or New OAuth client registration if you already have registrations), then fill in the fields below.

OAuth configuration values (Tracxn)

Field

Value

Registration name

Tracxn MCP Connector

Restrict usage by organization

Any Microsoft 365 organization

Restrict usage by Teams app

Any Teams app

Base URL

Client ID

tracxn-mcp

Client secret

You can enter any random 10 or more characters to serve as your secret key.

Example: abcdefghi123

Authorization endpoint

Token endpoint

Refresh endpoint

N/A

Scope

read

Enable PKCE

Enabled

Client password authentication method

HTTP Basic authentication

Select Save. On save, the portal generates the OAuth client registration ID — this is your Reference ID. Copy it; you will paste it into the admin center in Step 2.

Step 2 — Create the connector in the Microsoft 365 admin center

Part 1:

With the Reference ID copied, create the connector and point it at the stored OAuth configuration.

  1. Sign in to the Microsoft 365 admin center

    Go to admin.microsoft.com and sign in with an administrator account.

  2. Open Copilot → Connectors

    In the left pane, select Copilot → Connectors, then open the Gallery tab.

  3. Add a new custom connector

    Under Created by your org, find the Create a new connector tile and select Add. On the Custom connector page, under Connect to MCP server, select Add and enter the connector details.

  4. Enter the Details

Once created, it becomes available to Copilot chat, where users authenticate through the Tracxn OAuth flow on first use.

Part 2:

  1. In the Microsoft 365 Admin Center, in the left pane, select Copilot → Connectors, then open the Your Connections tab.

  2. Select MCP Connections

  3. Search for and find the connector you created.

  4. elect the ellipsis (...) menu next to the name of your connector, then select View details.

  5. Locate the Enable/disable this source for users toggle and switch it to On (if it is not already enabled).

  6. Configure Rollout Availability: Check the Staged rollout setting. By default, it may be set to Visible to everyone. Select Change if you wish to restrict access to specific target users.

Step 3 — Enable the Tracxn MCP in Copilot Chat

Open the Microsoft Copilot chat - Link

  1. Click on the settings icon next to your name

  2. Select sources

  3. Browse the name of the connector you just created

    note : it will take sometime to reflect in sources , do not panic if not found

  4. Click Connect > Continue and follow the prompt to authorize your account.

  5. In Copilot Chat, click the '+' icon near the prompt box.

  6. Select Change Data Sources.

  7. Toggle ON the connector you just added.

  8. Type your prompt directly into the chat.

Try it out

"Use Tracxn, Find the top 10 funded Indian SaaS companies in 2025 and show their investor profiles."

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