Connecting Trak to Microsoft 365 Copilot
Before you start
Trak works in Microsoft 365 Copilot only when every user has a paid Copilot licence. The free Copilot Chat that comes with Microsoft 365 shows the connector settings but never calls Trak's tools.
| You need | Why | Where to check |
|---|---|---|
| Microsoft 365 Copilot licence (e.g. Copilot Business add-on) for each user | Business Standard or Premium alone doesn't run connectors | Admin center → Users → Active users → user → Licences and apps |
| Microsoft 365 admin access | To add and enable the Trak connector for your organisation | Admin center |
| A Trak account for each user | Each user signs in to Trak once to authorise Copilot | Trak login |
A quick test: with a Copilot licence active, + → Add capabilities in Copilot Chat shows Research a topic and Analyse data. If you only see Generate an image, the licence isn't active for that session yet.
Step 1: Admin setup
An admin adds Trak once for the whole organisation, in about five minutes. Users can't see Trak until this is done.
Step 1: In the Microsoft 365 admin center, go to Copilot → Connectors.
Step 2: On the Gallery tab, under Categories, select Created by your org. On Create a new connector, click Add.
Step 3: Under Custom connector, choose Connect to MCP server and click Add.
Step 4: Name the connector Trak and enter the Trak MCP server URL: https://mcp.trak.co/mcp
Step 5: At Provide details about your data source, enter:
- Developer name: Trak
- Website URL: https://www.trak.co
- Privacy policy URL: https://www.trak.co/privacy-policy
- Terms of use URL: https://www.trak.co/terms-and-conditions
Step 6: At Authenticate your MCP endpoint, enter:
- Authentication type: OAuth 2.0
- Reference ID:
ZDgzN2EzZWMtOTQ1ZC00NWU4LTkxYjctMjc0OWI2YTNhNTAzIyNmYjMwMzBkMC0yMjg0LTQyZDctOWVmOC0zNWYzMmQwZGYwMDI=
Step 7: Click Authorize and sign in to Trak. A green tick appears next to the Reference ID when it's accepted.
Step 8: Tick the Notice box and click Create.
Step 9: Open the Your Connections tab and wait until Trak shows Ready.
The Reference ID is Trak's shared OAuth registration. You don't need to create your own OAuth app, client ID or secret. Copy it exactly, including the = at the end.
Also check every Trak user has a Copilot licence (Users → Active users → [user] → Licences and apps). New connectors and licences can take a few hours to reach users, sometimes up to 24.
Step 2: Each user connects their Trak account
Enabling Trak in the admin center makes it available. Each user still signs in to their own Trak account once.
Step 1: In Copilot, click the settings gear next to your name (bottom left), then Settings.
Step 2: Go to Sources and type trak in the search box.
Step 3: Next to Trak, click Connect.
Step 4: Sign in to Trak and approve access.
Step 5: Trak no longer shows Connect, which means you're connected. A warning icon next to Trak means the connection needs attention: open it and click Reconnect.
Each person connects with their own Trak login, so Copilot only sees what that person can see in Trak. If you connected Trak before your Copilot licence was assigned, disconnect and connect again.
Step 3: Test it in Copilot Chat
Copilot uses Trak when Trak is switched on for the chat and your question needs it.
Step 1: Start a new chat, with no agent selected.
Step 2: Click + → Change data sources and make sure Trak is switched on.
Step 3: Ask a question that mentions Trak by name.
Step 4: If Copilot shows a sign-in or Allow card, approve it.
Step 5: Under the answer, check that Sources shows the Trak icon. That confirms the answer came from Trak.
Example prompts:
- "Get my user from Trak." (a quick connection check)
- "Using Trak, find my jobs for [client name]."
- "Using Trak, what's on the schedule this week?"
- "Using Trak, show me open quotes for [client name]."
- "Using Trak, which invoices are unpaid?"
Troubleshooting
Most failures come from a missing licence or a stale sign-in. Work down this table in order.
| What you see | Likely cause | Fix |
|---|---|---|
| Copilot says it doesn't have access to Trak, or has no Trak tool | No Microsoft 365 Copilot licence | Assign a Copilot licence to the user (see Before you start) |
| Still no access right after the licence is assigned | Your browser or app session started before the licence | Open a private/incognito window at m365.cloud.microsoft/chat, or sign out fully and back in |
| + → Add capabilities shows only Generate an image | Session is still on free Copilot Chat | Same as above: sign in fresh |
| Trak is off in + → Change data sources | Source not switched on for this chat | Turn on the Trak toggle, then ask again |
| Warning icon next to Trak in Settings → Sources, or Try again under Tools | Trak sign-in expired or failed | Open Trak and click Reconnect, then sign in to Trak again |
| Trak shows as connected but still isn't used | Connection was made before the licence | Settings → Sources → Trak, disconnect, then connect again |
| Works in the browser but not the desktop or Mac app | App is caching an old session | Quit the app completely and reopen it |
| Copilot answers without using Trak | It didn't pick the tool | Start a new chat and say "Using Trak…" |
| Still failing after all of the above | Changes still applying | Wait up to 24 hours and test again |
Coming soon: official listing
We're working on listing Trak as an official MCP connector in Microsoft 365. Once it's live, admins will be able to switch Trak on from the built-in connector list, much like Gmail, without any manual server or OAuth setup. Users will still need a Copilot licence and will still sign in to Trak once.
We'll update this guide when the listing is available.