This article is for client-side IT administrators and technical sponsors enabling PI's MCP connector during the current pre-beta phase.
Learn how to enable the Predictive Index MCP connector for your organization, and get PI-powered behavioral intelligence right in Microsoft 365 Copilot and Teams.
Tip: Before you start, make sure you've met the PI-specific prerequisites for enabling the MCP.
Note: The Predictive Index MCP is currently in pre-beta. We plan to make regular changes and updates on the road to its full release.
Who can add the connector to Copilot?
Microsoft Copilot is admin-managed only. There is no self-service path for individual users. An admin builds an agent in Copilot Studio that includes PI's MCP, publishes it once for the organization, and a tenant admin approves it. Each user then signs in with their own PI account the first time they use it.
Prerequisites specific to Copilot
Licenses. Users need Microsoft 365 Copilot licenses. The person building the agent needs access to Copilot Studio.
A PI account for the builder. The admin who builds the agent will need to sign in to the Predictive Index software while adding the connector, so they need a PI account. (This account must also have Obi enabled.)
A data policy that covers the connector, in the same group as the agent's other connectors.
Where to find it: Power Platform admin center → Security → Data and privacy → Data policy
Advanced connector policies (default-deny) that allow the MCP.
Where to find it: Security → Data and privacy → Advanced connector policies, or the environment group's Rules page
What to do: Add the connector, save, then publish the rules.
Recommended: Require end-user credentials for the whole environment. This makes sure every user always signs in to PI as themselves, on this agent and any future one.
Where to find it: Power Platform admin center → Manage → Environments (or Environment groups) → your environment → Settings → Product → Features → Copilot Studio agents → Control maker credential options. Select End-user credentials only.
What you'll need
Field | Value |
Agent name | Predictive Index |
Agent description | PI behavioral intelligence for moments that matter. Ask Obi about PI's behavioral science, the people and teams in your PI account, preparing for a conversation, or tailoring a message to one’s behavioral preferences. |
Agent instructions (optional) | See Recommended agent instructions below. |
MCP server name | Predictive Index |
MCP server description | Answers questions using The Predictive Index's behavioral science and the behavioral data in the user's PI account, including factors, Reference Profiles, assessments, specific people and teams, conversation preparation, giving feedback, message review, and, for users with access to more than one PI company, listing and switching which company the answers apply to. |
MCP server URL | |
Authentication | OAuth 2.0, Type: Dynamic discovery. No client ID or secret is needed. |
How to connect PI's MCP to Copilot
Note: Copilot Studio's menu labels and navigation flows change over time. If a label below doesn't match what you see, use our host-agnostic steps for general guidance.
Step 1: Create the agent.
Sign in at copilotstudio.microsoft.com and select your environment.
Go to Agents → next to the "New agent" button, click the dropdown menu, and select "Agent Standard" under "Other ways to build."
Enter the Agent name (“Predictive Index”), then click "Create." Ignore the optional agent settings.
On the agent's Overview page, click "Edit" in the Details section, add the Agent description, and click "Save." Then click "Edit" in the Instructions section, paste the Agent instructions, and click "Save." (Both details come from the What you'll need table above.)
Confirm generative orchestration is on. Open Settings. In the Generative AI section, under Orchestration, make sure “Use generative AI orchestration for your agent's responses?” is set to Yes. New agents start with Yes.
Why PI's MCP needs it: Without it, the agent won't call PI's tools. If you can't select "Yes," an admin has turned generative orchestration off for this environment. Ask them to turn it on, or use a different environment.
Confirm authentication. In Settings, click "Security," then "Authentication," and make sure Authenticate with Microsoft is selected. New agents use it by default.
Note: This is the only option the Teams and Microsoft 365 channel accepts, so any other choice blocks publishing to Microsoft 365 Copilot. This setting controls how people sign in to the agent itself. Signing in to PI happens separately, through the MCP connector.
Step 2: Add PI's MCP to the agent.
In your agent, go to Tools → Add a tool → New tool → Model Context Protocol.
Enter the MCP server name, MCP server description, and MCP server URL from the What you'll need table above.
Set authentication to OAuth 2.0 with Type: Dynamic discovery, then click "Create."
Select "Create a new connection," sign in with your PI account, then click "Add to agent."
Open the tool's Overview page. Under Details → Additional details → Credentials to use, select "End user credentials."
Important: Do not skip step 5. If the tool is left on "Maker-provided credentials," every user's questions go to PI under your PI account, and users can see PI data that only you have access to. With "End user credentials," each user signs in as themselves and only sees what their own PI account allows. Requiring end-user credentials for the whole environment (see Prerequisites) prevents this mistake for every agent.
Note: "OAuth 2.0" is Copilot Studio's own label for this authentication option. PI's sign-in uses OAuth 2.1 with PKCE. For details, see The Predictive Index MCP: Security, privacy, and IT reference.
Step 3: Test the agent.
In Copilot Studio, open the Test panel and ask a PI-specific question, such as “What are my Behavioral Assessment results?” or one from "Verifying PI's MCP connection."
When prompted, sign in with your PI account.
Confirm the answer comes from PI. In the activity map, you should see a call to the Predictive Index server.
Step 4: Publish to your organization.
Select "Publish."
Go to Channels → Teams and Microsoft 365 Copilot. Leave Make agent available in Microsoft 365 Copilot selected, then select "Add channel."
Under availability options, choose to show the agent to everyone in your organization, then select "Submit for admin approval." (The status shows as "Pending approval.")
A tenant admin publishes the agent from either the Microsoft 365 admin center → Agents → All agents → Requests (select the agent → Publish to store; requires AI Administrator or Global Administrator), or the Teams admin center → Teams apps → Manage apps (select the agent → Publish). The status in Copilot Studio changes to "Approved."
Note: After you submit the agent, don't change its access to anything narrower than "everyone in your organization." Microsoft says doing so will cause permission errors for users who already installed it.
Step 5: Have users add the agent and sign in.
Users will find Predictive Index under Built for your org in the Teams app store, or under Built by your org in the Microsoft 365 Copilot Agent Store.
Users add the agent.
The first time a user asks a PI question, Copilot shows a sign-in prompt. The user signs in with their own PI account and confirms.
Tip: Once the MCP is enabled, learn how to get the most out of it here.
Keeping the agent up to date
Changes to PI's tools: No action is needed. Copilot Studio will pick up changes to PI's MCP tools automatically.
Changes to your agent's instructions or tools: Publish the agent again. Users will get the update without needing admin re-approval.
Changes to your agent's name, icon, or description: Publish the agent again, then re-submit for admin approval.
Recommended agent instructions
Copy and paste the following into your agent's Instructions field:
You are the Predictive Index agent. You answer questions using The Predictive Index's behavioral science through the Predictive Index tools.
When a question is about PI, behavioral science, factors, Reference Profiles, assessments, or a specific person or team in the user's PI account, use the Predictive Index tools. Use AskObi for general questions. Use PrepareForConversation when the user is preparing for a conversation, meeting, or 1:1 with a specific person. Use ReviewMessageForRecipient when the user wants a drafted message reviewed for a specific person.
Base every PI-related answer only on what the Predictive Index tools return. Don't use your own general knowledge about PI, its assessments, or its science, and don't add interpretation beyond what the tools return. Keep PI's citations. If you shorten an answer, don't change its meaning.
If the tools return nothing or an error, tell the user. Don't answer the PI question from your own knowledge. If the tools can't find a person, tell the user that person isn't available in their PI account.
PI guidance is advisory. Don't use it to make or recommend hiring, firing, promotion, compensation, or other employment decisions.
If the user asks which PI company they're using or wants to change it, use ListMyCompanies or SwitchCompany.
FAQs
Can I use the Predictive Index MCP on mobile?
Can I use the Predictive Index MCP on mobile?
Yes. You can use it in the Teams mobile app, once the agent is approved and available in the Teams app store. Direct install links don't work on mobile.
Users can't find the agent. What should I check?
Users can't find the agent. What should I check?
Check that a tenant admin has approved it, since a published but unapproved agent isn't visible to users. Also check that its availability is set to everyone in your organization. Users should look under Built for your org in Teams or Built by your org in the Microsoft 365 Copilot Agent Store.
Users are seeing PI data they shouldn't have access to. What happened?
Users are seeing PI data they shouldn't have access to. What happened?
The tool is most likely set to "Maker-provided credentials." Change it to "End user credentials" (Step 2), publish again (Step 4), and consider requiring end-user credentials for the whole environment (see Prerequisites).
The UI steps for Copilot are inaccurate or outdated. What now?
The UI steps for Copilot are inaccurate or outdated. What now?
Copilot Studio's menu labels and navigation flows change over time. If a label above doesn't match what you see, use our host-agnostic steps for general guidance.
If you need more help configuring our MCP, please contact our Product Manager, Stefano Hernandez, at [email protected].
Additional support
Setting up PI's MCP connector (host-agnostic steps)