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Glama

Copilot Studio MCP

An MCP server that lets a coding agent (GitHub Copilot in VS Code, Claude Code, or any other MCP client) build, test, ship and look after Microsoft Copilot Studio agents from the editor.

An agent becomes a folder of YAML you can read, diff and commit. The server writes that folder the way the Copilot Studio VS Code extension does, syncs it with the live agent through the official Power Platform CLI (pac), and calls the Power Platform, Dataverse, BAP, Power Automate and DirectLine APIs for what the CLI does not cover: evaluations, chat, cloud flows, portal drift, transcripts. Nothing reaches a live environment without your approval, and when a choice is still open the tool asks a question instead of failing.

What you can do with it

You want to

What happens

Read

Stand up a new agent and get it live

create it inside a solution, generate instructions, add knowledge, topics and tools, review, validate, push, publish, talk to it

Build a new agent

Change an agent that already exists

clone it to files, edit or remove components, review, merge what colleagues changed, push

Work on an existing agent

Give the agent something to call

connector actions, MCP servers, cloud flows, AI Builder prompts, other agents, chosen from what the environment actually has

Give the agent tools

Know whether it works

chat with the published agent, repeatable conversation tests, evaluation runs with per-case results

Publish and test

Learn from real users

transcripts, session outcomes, escalation rate, a regression test set built from real questions

Learn from production conversations

Not overwrite what a colleague did in the portal

see portal changes since your last sync, block a push that would collide, merge

Keep the workspace and the portal in sync

Write a Power Automate flow without hand-writing Logic Apps JSON

compose a definition from steps, create the flow, bind its connections, switch it on, read its run history

Build cloud flows

Find out why a flow keeps failing

resolve the real error behind a failed connector action, diff the run against one that worked, and see where the failures concentrate

Build cloud flows

Move to test and production

pull the whole solution, map connections and variables, deploy 1:1, publish; or use a pipeline

Ship a solution to another environment

Prove the stages match

snapshot each environment, compare, gate a pipeline on drift

Compare environments across DTAP

Run the tenant

environments, security roles, DLP, tenant settings, backups to files, onboarding a team, the Microsoft 365 agent catalogue

Administer the tenant

The complete tool list is in docs/tools.md and the diagrams in docs/flows.md; both ship inside the npm package under docs/. The reference sections at the end of this page cover the agent settings the server can write, authentication and permissions, configuration, the hard limits and how this differs from pac's own MCP server.

Related MCP server: copilot-studio-code

Status

Early release. What has actually been exercised:

  • Offline: 251 unit tests over the compiled output, plus a pack oracle that round-trips every authoring tool's YAML through pac copilot init and pac copilot pack.

  • Against a real tenant (2026-09-08, phases A to F of docs/live-verification.md): the connector registry, the pac connection list layout, pac copilot clone and its sync metadata, drift detection and the cs_push conflict refusal, and the evaluation path end to end including the portal's CSV import format and the metric status strings. A portal-made agent validates clean, so cs_validate produces no false positives on real content. That run also caught a real bug: pac copilot publish prints "Failed to publish" and exits 0, so a failed publish was being reported as a success. Fixed.

  • Not yet verified live: the transcript tools, cs_check_drift in quick mode, cs_chat, the Dataverse listBots path, moving a solution between environments, and every flow the flow builder produces (none has been imported into an environment yet).

docs/verify.md is the short list of what is still open, docs/STATUS.md the full record. Read the dry run before confirming anything that writes.

Set up

Prerequisites

  • Node.js 20+.

  • .NET 10 SDK and the Power Platform CLI: dotnet tool install --global Microsoft.PowerApps.CLI.Tool. If the SDK lives in your user profile, set DOTNET_ROOT to that folder; the server defaults it to ~/.dotnet when that folder exists.

  • A pac auth profile for the environment you work in, created once in a terminal: pac auth create --environment <id or URL>. Everything that goes through pac (create, clone, pull, push, publish, solutions, administration) uses it, with Microsoft's own first-party app.

  • For the API-based tools (environments, evaluations, chat, flows, drift, transcripts): an Entra sign-in through cs_login, done from the session. By default no app registration is needed; Authentication and app registration says when you need one and which permissions it must carry.

Install and register

The server is on npm as copilot-studio-mcp, so the usual install is no install: point your MCP client at npx, and the first start fetches the package.

Install in VS Code

There is also a VS Code extension, vscode-extension/, which registers the server with VS Code's MCP host and exposes the environment variables below as settings. It carries the server and its dependencies inside the VSIX, so it needs no npm and no network on first start. Build it with cd vscode-extension && npm install && npm run package; install the resulting .vsix with code --install-extension copilot-studio-mcp-<version>.vsix.

VS Code, from a terminal or by hand in .vscode/mcp.json (workspace) or the user-level mcp.json:

code --add-mcp '{"name":"copilot-studio","command":"npx","args":["-y","copilot-studio-mcp"]}'
{
  "servers": {
    "copilot-studio": {
      "type": "stdio",
      "command": "npx",
      "args": ["-y", "copilot-studio-mcp"],
      "env": { "CPS_WORKSPACE": "${workspaceFolder}" }
    }
  }
}

Claude Code (user scope):

claude mcp add-json copilot-studio '{"type":"stdio","command":"npx","args":["-y","copilot-studio-mcp"]}' --scope user

Mistral Vibe, in ~/.vibe/config.toml (or $VIBE_HOME/config.toml; a ./.vibe/config.toml in the working folder takes precedence). Vibe gives a server 10 seconds to start by default, which a first npx fetch on a corporate network can exceed, so install globally and run the entry point with node (find the folder with npm root -g). On Windows, keep paths in single quotes: TOML reads backslashes inside double quotes as escapes, and "C:\Users\..." is not valid TOML.

[[mcp_servers]]
name = "copilot-studio"
transport = "stdio"
command = "node"
args = ['C:\Users\<you>\AppData\Roaming\npm\node_modules\copilot-studio-mcp\dist\index.js']
startup_timeout_sec = 60   # default 10
tool_timeout_sec = 300     # default 60; solution exports and evaluation runs take longer

npm install -g copilot-studio-mcp with "command": "copilot-studio-mcp" avoids the npx start-up cost. The server is published to the MCP Registry as io.github.jgt87/copilot-studio-mcp, which is what VS Code's MCP gallery (Extensions view, search @mcp) draws from through the GitHub MCP Registry. To run from a clone instead, see Development.

Environment variables are optional and listed under Configuration.

The first session

  1. cs_init. Reports pac and .NET, the pac profiles and which one is active, the MSAL sign-in, the write policy in force, the workspace it found and the next steps for it. It also returns a menu of tool presets; on a smaller model pick one (see Running on a smaller model).

  2. cs_login when a cloud tool needs it. The call opens the browser from the server and returns within 15 seconds; if the sign-in has not finished by then it returns status: pending with the URL so you can open it yourself, and the next cloud call (or cs_login_status) picks the token up. That is what makes sign-in work from clients that cap tool-call duration or run the server where no browser can be launched. Device code (mode: device_code) is the alternative where the tenant allows it; many block it by Conditional Access policy.

  3. cs_guide <topic> when you want the walkthrough for one job rather than inventing a sequence: getting-started, instructions, knowledge, tools, topics, evaluations, publish-and-test, drift, transcripts, solutions, administration, troubleshooting. Each names the tool per step, the portal steps that cannot be automated, and the next steps for your workspace. Six MCP prompts (new agent, add knowledge, add tool, write instructions, review and push, check drift) wrap the same walkthroughs in clients that show prompts as commands.

Approval before anything changes

The server never changes a live Copilot Studio environment on its own. Every tool that can (cs_push, cs_publish, cs_run_evaluation, cs_import_solution, cs_deploy_solution, cs_create_agent with an environment, the delete tools, the flow and admin tools that write, and the environment-changing pac wrappers) returns a dry run describing what it would do, and does nothing else, until it is called again with confirm: true. The calling agent is instructed, in the MCP handshake, to show that dry run and pass confirm only after you agree; one approval covers one call.

Changing the agent on disk asks the same way, for the same reason: an edit you did not intend is cheap to make and expensive to notice. cs_add_topic, cs_add_knowledge_source, cs_add_tool, cs_add_flow, cs_add_trigger, cs_add_variable, cs_edit_topic, cs_edit_tool, cs_edit_knowledge, cs_update_settings, cs_update_agent and cs_generate_instructions write nothing on the first call. They return the change instead - a file that would be created shown in full, a file that would be edited shown as a diff against what is there now - and write it when the same call is repeated with confirm: true. Reviewing, validating and describing read only, and ask nothing.

The prose fields get their own accounting, because they are the change a diff alone does not settle: the preview carries the character count and how much of the product's limit is left, and an edit that would exceed it is refused outright rather than failing at push time. The limits are not the same - instructions holds 8000 characters, and the Settings > Responses > "Response formatting" box (responseInstructions) only 500.

For a hard lock, set CPS_READ_ONLY=1 in the server's environment: the environment-changing tools are then not registered at all, so no confirmation can reach the environment, while authoring, validation, review and the read-only tools keep working. cs_init reports the mode and which tools are withheld. test/policy.test.js fails if a tool that declares confirm is missing from that list, so the two layers cannot drift apart.

Three more behaviours you will meet in every workflow:

  • A question instead of an error. When a call cannot proceed because something has not been decided (which connector, which operation, which agent), the tool returns needsInput: true with what it needs, why, the real choices when the server can list them, and the tool that lists more. Nothing is written; the calling agent asks you and calls again. This works in every client, including those without MCP elicitation.

  • Long calls run in the background. MCP clients cap a tool call at about a minute. Tools that can run longer (cs_pull_solution, cs_create_auth_profile, environment provisioning, every pac wrapper) accept background: true, return a jobId at once, and cs_job_status reports the phases and the result from an on-disk record that survives a server restart. A tool decides whether it may change anything before it starts a job, so the confirm contract is unaffected.

  • Writes are never retried. A read that fails on a transport error or a 429/5xx is retried with backoff and honours Retry-After; a publish or an import that timed out may already have been applied, so it is reported, not repeated.

Two accounts: maker and admin

Making agents and administering the tenant are usually different accounts. pac keeps one active authentication profile per machine, so create one profile per account and let the server switch:

pac auth create --name maker --environment <environment id or url>
pac auth create --name admin --environment <environment id or url>

Or from the session: cs_create_auth_profile with name, environment and background: true, because pac opens its own browser and waits for the sign-in (cs_job_status reports when the profile exists). cs_list_auth_profiles shows the profiles and which is active.

Core sync and solution tools use CPS_PAC_PROFILE; admin commands and tenant backup use CPS_ADMIN_PROFILE; every pac wrapper and cs_pac also accept an explicit profile. When the server selects a profile it restores the previous one afterwards, and every pac call in the process shares one queue, so multi-step operations (bootstrap, solution pull and deploy, snapshots) hold the profile for the whole run. Other server instances and terminal pac commands are outside that coordination. The MSAL sign-in used by the API-based tools is separate again and independent of pac.

Build a new agent

From an empty folder to a published agent you can talk to. Each step is one tool call; the steps that change the environment show a dry run first.

  1. Pick the environment. cs_list_environments (needs cs_login), or take the environment id from the Copilot Studio URL.

  2. Pick or create the solution. cs_list_solutions shows what exists; an existing solution works as long as it is unmanaged and you use its publisher prefix. To start a solution for your agents: cs_create_solution uniqueName=contoso_Agents publisherPrefix=contoso confirm=true. The solution is the unit you later export and import to move the agent to test and production, so it is worth choosing rather than letting one be created per agent.

  3. Create the agent inside it. cs_create_agent name="Contoso Support" publisherPrefix=contoso projectDir=./contoso-support environment=<id> solutionName=contoso_Agents confirm=true (add createSolution=true to fold step 2 in). The server scaffolds locally with pac copilot init, packs with the solution name, imports, then clones the live agent back so projectDir is a sync-connected workspace with the default system topics. Without environment you get a local scaffold only, which can pack settings, agent and topics but not knowledge, tools or flows.

    Leave out publisherPrefix or projectDir and the tool asks instead of guessing, listing the publishers in the environment (and, when you named a solution, the one prefix that solution's publisher allows) and suggesting a folder named after the agent. The prefix is worth the question: it becomes part of the schema name of every component the agent will ever have (contoso_contososupport.topic.Greeting), it cannot be changed afterwards without recreating them, and it has to match the publisher of the solution the agent lands in.

  4. Say what the agent is for. cs_generate_instructions purpose="Answer IT questions and create ServiceNow tickets" audience="Employees" tone="Friendly, brief" boundaries=["never reset passwords"] modelName="Agent instructions" drafts the instructions with an AI Builder prompt (cs_list_prompts shows the prompts in the environment; create a "write agent instructions" prompt once in AI Builder if you have none). Review the draft, call again with apply=true to write it into agent.mcs.yml; later refine=true with a changeRequest revises what is there. Or write them yourself with cs_update_agent, which also sets response instructions and mode, conversation history, capabilities, moderation, model and conversation starters (the full map).

  5. Give it something to work with. cs_add_knowledge_source for a public website, SharePoint, a Graph connector or uploaded files; cs_add_topic for deterministic conversations built from trigger phrases plus message, question, condition, set-variable, redirect, HTTP, flow, generative answers (optionally scoped to named knowledge sources), adaptive card, transfer and end nodes; cs_add_tool for anything the agent should call (the tools workflow). cs_add_trigger and cs_add_variable cover event triggers and global variables.

  6. Review and validate. cs_review_agent is a rules-based read of the whole workspace with a 10-point score: missing escalation or fallback, weak tool descriptions, overlapping trigger phrases, private knowledge with no authentication, secrets in files. Each finding names the rule and the fix. cs_validate then checks every file against the authoring schema (744 definitions) and across files: connection references that nothing binds, catalog operations that do not exist, redirects to topics that are not there. It also blocks on the mistakes that a push accepts without complaint and then stores wrongly: merge-conflict markers left by a pull (the push keeps only the text before them), leftover <AGENT_SCHEMA> placeholders, file and schema names pac rejects, and more than 200 trigger phrases. It warns about text cut off by an unquoted #, nodes after an end node, formulas missing their =, adaptive cards without a submit action, and topic names with a period, which stop the solution from exporting.

  7. Push. cs_push confirm=true is the portal's Save: the draft agent now shows your topics, knowledge and tools. The dry run runs validation and the quick drift check first, and the push is refused when a colleague changed the same component in the portal since your last pull. Tools with a connection reference need one portal step: open the tool under the agent's Tools, Connect, then cs_pull to bring the binding down.

  8. Publish and talk to it. cs_publish confirm=true, then cs_chat utterance="my laptop is slow". The testing workflow turns that into repeatable checks.

flowchart TD
    A["cs_init"] --> B["cs_list_solutions<br/>pick one, or cs_create_solution"]
    B --> C["cs_create_agent<br/>environment + solutionName + confirm"]
    C --> D["cs_generate_instructions<br/>AI Builder prompt, then apply"]
    D --> E["cs_add_topic / cs_add_knowledge_source / cs_add_tool<br/>(cs_list_connectors, cs_describe_connector)"]
    E --> R["cs_review_agent"]
    R --> H["cs_validate"]
    H -- errors --> E
    H -- clean --> I["cs_push confirm"]
    I --> J{"tool needs a connection?"}
    J -- yes --> J1["portal: authorise once"] --> J2["cs_pull"] --> K
    J -- no --> K["cs_publish confirm"]
    K --> L["cs_chat"]

GitHub Copilot harness agents (cs_create_agent with authoringMode: cli-copilot) are a smaller surface: init, pack, import, instructions and chat. Topics and evaluations are standard-harness features.

Work on an existing agent

Most agents already exist, often made in the portal. The loop is clone, change, review, merge, push.

  1. Clone it. cs_list_agents (through pac or Dataverse), then cs_clone_agent bot=<id or schema name> outputDir=./support-agent. The result is a sync-connected workspace with agent.mcs.yml, settings.mcs.yml, topics/, knowledge/, actions/, trigger/, variables/, workflows/ and the connection references. cs_describe_workspace inventories it and ends with next steps.

  2. Change it. Components are found by name, file stem or path. cs_edit_topic changes trigger phrases, priority and nodes (by position or id); cs_edit_tool changes descriptions, inputs and the connection; cs_edit_knowledge changes a site or a trigger condition; cs_remove_component deletes a topic, knowledge source, tool, trigger or variable and prunes the connection reference nothing else uses, noting any redirect left dangling. cs_update_agent and cs_update_settings cover the agent's own settings. Adding works as in the new-agent flow. Every edit keeps the file header the extension expects.

  3. Review and merge. cs_review_agent, then cs_pull to bring down what colleagues changed in the portal (pac's three-way merge), then cs_validate.

  4. Push. cs_push confirm=true. If a portal change and a local edit touch the same component the push is blocked; cs_pull resolves it, force: true overrides it.

  5. Commit. Keep the workspace in git and commit after every pull (the tool result reminds you). Portal drift then shows up as a diff you can review: accepting it is a commit, rejecting it is a push of the local version.

Around that loop: cs_delete_agent and cs_delete_solution remove things from the environment (confirm); cs_extract_agent_template and cs_create_agent_from_template turn one agent into a template for more; cs_extract_translations and cs_merge_translations do the localisation round trip (.resx or .json, with whatIf); cs_quarantine_agent takes an agent out of service and back.

Give the agent tools

Copilot Studio agents can call any connector in the environment (more than a thousand Microsoft-published ones plus custom connectors), MCP servers exposed through connectors, cloud flows, AI Builder prompts, other agents, and a few rarer kinds. The server knows the kinds from the YAML schema and the instances from the environment, which is the only source that knows what exists there.

  1. Find the connector. cs_list_connectors search=ServiceNow lists the environment's connector registry, the same list the portal's Add a tool shows, with MCP servers flagged. Without a sign-in it falls back to an offline seed generated from the public connector reference (display name to shared_ id, no operations): a starting point, not proof the connector is enabled for you.

  2. Find the operation. cs_describe_connector connector=shared_service-now operation=incident turns the connector's OpenAPI definition into operations with operationId, required and optional parameters and response fields; x-ms-agentic-protocol: mcp-streamable-1.0 marks MCP endpoints. Definitions are cached under .cs-catalog/<environment>/ so later calls are offline.

  3. Add the tool. cs_add_tool takes a typed spec for a connector action, an MCP server, a cloud flow, an AI Builder prompt (cs_list_prompts shows them), a connected agent or a child agent, and a raw type for the rest (AI plugin, Bot Framework skill, client action, computer-use agent). With the definition cached it checks the operationId, fills the automatic inputs from the operation's required parameters, and writes the YAML under actions/ plus a connection-reference stub. If you have not named a connector or operation yet the call comes back as a question with the ranked candidates.

  4. Connect it, once, in the portal. A connection is an authorised link that only the portal can create (the one exception is a service-principal Dataverse connection, which cs_create_connection makes). After cs_push, open the tool under the agent's Tools, Connect, then cs_pull. cs_validate warns about tool files whose operation is not in the cached definition, and cs_review_agent flags tools whose description will not let the orchestrator pick them.

A unit test compares the schema's list of tool kinds with the server's table, so a schema update that introduces a new kind fails the build until the kind is classified. Flows as tools are either a scaffold (cs_add_flow, experimental) or a real flow built with the flow builder and referenced from the agent.

Publish and test

  1. Publish. cs_publish confirm=true is the Publish button, through pac copilot publish or the Dataverse PvaPublish action polled until publishedon moves.

  2. Chat. cs_chat utterance="..." sends one utterance to the published agent and returns the reply; pass the conversationId back for the next turn. With transport: auto the server reads the agent's authentication mode: no-auth and manual-auth agents go through DirectLine (the token endpoint of a published agent is anonymous, so no app is needed); an agent with integrated Entra authentication goes through the Copilot Studio client SDK and needs your own app id with the CopilotStudio.Copilots.Invoke scope (clientId, or CPS_CLIENT_ID).

  3. Make it repeatable. cs_run_conversation_tests runs a YAML file of utterances and expectations through the same chat path and reports what failed. Expectations cover the wording and what the agent did: usedTool, notUsedTool, usedTopic, notUsedTopic and citedKnowledge read the topic, tool and knowledge attribution from the activities, so a test can tell a real tool call from an answer that merely reads correctly. Every result, and every cs_chat reply, reports the observed topic, tool and citations; an expectation that cannot be judged (no attribution in the activities) says so rather than failing the agent. The attribution key names come from documentation and are unverified live; docs/test-verification.md is the runbook that settles them.

  4. Evaluate. The portal's Evaluation feature runs a test set of questions against the agent and scores each answer. The one thing its API cannot do is create the test set, so the loop is:

    • cs_create_test_set_csv suggestFromWorkspace=true writes the CSV in the portal's import format (max 100 cases), seeded from your topics and knowledge.

    • Import it once in the portal's Evaluation tab.

    • cs_list_test_sets, then cs_run_evaluation confirm=true wait=true, then cs_get_evaluation_run for per-case results with pass and fail buckets; cs_list_evaluation_runs for the history.

flowchart TD
    A["cs_create_test_set_csv"] --> B["portal: Evaluation > Import CSV"]
    B --> C["cs_list_test_sets"] --> D["cs_run_evaluation confirm wait"]
    D --> E["cs_get_evaluation_run"] --> F{"failures?"}
    F -- yes --> G["fix topics / instructions / knowledge"] --> H["cs_push confirm"] --> D
    F -- no --> I["cs_publish confirm"]

Learn from production conversations

Once people use the agent, the transcripts are the best source of test cases and of the questions it cannot answer. Copilot Studio stores every session in the Dataverse conversationtranscript table; the server reads it and never writes.

  • cs_list_transcripts lists sessions in a window: when, how many turns, the first question, the topics and tools that fired, how it ended.

  • cs_get_transcript returns one session's full turn list with the topic and tool attributed to each turn.

  • cs_summarize_transcripts aggregates a window: outcomes, escalation rate, sessions that matched no topic, the top topics and tools, and the questions behind the failures.

  • cs_test_set_from_transcripts builds the Evaluation import CSV from questions people actually asked, failures first, so the next evaluation run covers what went wrong.

Copilot Studio does not report whether a conversation succeeded. The outcome is this server's reading of the transcript (an escalation, the agent saying it could not answer, a user turn with no reply); resolved means nothing marked the session as failed, not that the user was satisfied. Every result repeats that caveat, and cs_guide transcripts walks the loop from a summary to one transcript to a regression test set. Transcripts hold what users said to the agent, so the signed-in user needs a role that grants read on that table and results are customer data. Unverified against a live tenant.

Keep the workspace and the portal in sync

Makers can keep editing an agent in Copilot Studio after it was cloned; nothing stops them and the platform sends no notification. Every portal edit lands in Dataverse rows: the bot row for settings and instructions, and one botcomponent row per topic, knowledge source, tool, trigger and variable, each with a modified-on stamp and the user who changed it. The server uses those rows to see drift without a re-scan, and a clone to confirm it when the details matter.

  1. Sync stamp. cs_clone_agent, cs_pull, cs_push and cs_create_agent (with environment) write .mcs/cs-sync.json: a fingerprint of every workspace file and, when a Dataverse sign-in is cached, the modified-on stamp of every component. cs_describe_workspace shows the last sync.

  2. Quick check. cs_check_drift (default mode: quick) reads the bot row and its component rows and compares them with the stamp: which components were modified, added or removed in the portal, by whom and when, whether the agent settings changed, and whether the live agent has unpublished changes. Each component is mapped to its workspace file; when that file also changed locally the entry is a conflict. Seconds, no pac; needs cs_login.

  3. Full check. cs_check_drift mode=full runs pac copilot clone into a temporary folder and classifies every file three ways against the stamp: local-modified, remote-modified, both-modified (conflict), added or deleted on either side, with unified diffs. Use it when the quick check reports drift and you want the exact content, or when there is no Dataverse sign-in (only the pac profile is needed). Uploaded knowledge files are covered here, not in the quick check.

  4. Push preflight. The cs_push dry run includes the quick check, so the caller sees "three components changed in Copilot Studio since your last pull" before confirming. With confirm, the push is blocked when a portal change and a local edit touch the same component; cs_pull (pac's three-way merge) resolves it and force: true overrides it.

  5. Git as the ledger. Commit after every cs_pull; cs_check_drift reports whether the workspace is in a repository and how many of its files are uncommitted.

Limits. The quick check does not see connections (a maker connecting a tool is expected, and connection ids are ignored in every comparison), uploaded knowledge files, channel configuration or the security group. When the stamp has no per-component baseline (no Dataverse sign-in at sync time) it falls back to the sync time with a two-minute margin, so edits made right after a sync count as the sync itself. The component query has not been verified against a live environment yet; see docs/STATUS.md.

Build cloud flows

Flows are built from a step spec, the way topics are, so you do not have to write Logic Apps JSON by hand. cs_build_flow_definition composes the definition locally and returns it together with the connection references it needs; cs_create_flow takes the same spec and creates the flow in an environment or a solution; cs_update_flow takes it and replaces the definition of an existing unmanaged flow, keeping its connection references.

A spec is a trigger plus steps that run in order:

Trigger

For

agent (default)

the flow a Copilot Studio agent calls as a tool, with typed inputs and a response

manual, http

started by a person or by an HTTP request

recurrence

a schedule

connector

a connector event, such as a Dataverse row being created

raw

any other trigger, written verbatim

Step

Emits

connector

a connector operation (OpenApiConnection), with its parameters and connection reference

http

an HTTP call

condition, foreach, scope

branching, looping and grouping, with their own nested steps

initializeVariable, setVariable, compose

variables and intermediate values

terminate

end the run with a status

response

what an agent-callable or HTTP flow answers with (added automatically when you give outputs)

raw

any other action, written verbatim

The builder chains runAfter so each step waits for the previous one, normalises action names the way Power Automate does, and collects one connection reference per connector used, reusing it across steps. Expressions are Logic Apps expressions, not Power Fx: @{triggerBody()?['orderId']}, @body('List_rows')?['value']. Connector ids and operation ids come from cs_list_connectors and cs_describe_connector; an operation's parameters are exactly the parameters of a connector step.

Around the builder: cs_list_flows shows the flows in the environment with state, owner and connection references; cs_get_flow returns one with its full definition; cs_delete_flow removes one for good; cs_list_flow_runs, cs_get_flow_run and cs_run_flow read the run history and start a manual run through the Power Automate service (a separate sign-in, cs_login scope='flow'; the signed-in user must own or co-own the flow).

Bind the connections. A connection reference names a connector; a connection is one person's authorised account for it, and until the two are joined the flow cannot run. cs_bind_flow_connection joins them: with one reference and one usable connection it needs nothing but the flow id, and it asks which when there is a choice. It writes whichever of the two shapes the flow uses - a flow built outside a solution names its connection directly, while one that arrived in a solution points at a connectionreference row - and activate: true turns the flow on in the same call. cs_set_flow_state turns one on by itself once it is bound.

Work out why a run failed. The run list says a run failed and nothing more.

Tool

Answers

cs_explain_flow_run

Why did this run fail? A failed connector action carries no error message of its own - the message is in the action's outputs, behind a link that expires after a few days - so this fetches it, says whether the fault is the connector, an expression or a timeout, and shows the inputs the action was called with next to the outputs of the actions that ran just before it.

cs_compare_flow_runs

It worked yesterday. Diffs the failed run against the most recent successful one and names the action where they part company. With compareTriggerData: true it reports which keys of the trigger payload differ (key names only, never the values), which is what separates a bad input from a broken flow. Actions present in one run but not the other mean the definition itself changed.

cs_analyze_flow_health

It fails sometimes. Failure rate, duration median and 90th percentile, and which actions the failures land on. One action responsible for most of them is a broken step; failures spread across many point at the connection, throttling or the system being called.

A trigger that failed means the flow never ran at all, so the fault is in the trigger's connection or its parameters rather than the logic. Run detail ages out: inputs and outputs are kept for a limited time, so diagnose a failure while it is recent.

Two things the builder cannot do for you. The connections themselves must exist in the target environment before anything can be bound to them, which is why a new flow is created switched off. And the definitions follow the Logic Apps schema and exported solutions rather than a verified round trip, so import one and open it in Power Automate before trusting the shape.

Ship a solution to another environment

Per-agent sync stays bound to the environment the agent came from. Moving to test or production is a solution export and import, and the server makes that a pull, a settings file and a deploy.

  1. See what you are moving. cs_list_solutions, then cs_describe_solution exports, unpacks and inventories: agents, bot components, flows, connection references, environment variables, custom connectors.

  2. Pull it. cs_pull_solution exports the solution unmanaged and managed, unpacks it to src/, writes solution.json (the manifest the deploy reads), creates deployment-settings.json and clones every agent into agents/. A full pull runs for minutes, so pass background: true and follow it with cs_job_status; the outcome also lands in pull-job.json in the target directory.

  3. Map the target. cs_list_connections on the target environment shows the connections that exist there; cs_create_deployment_settings maps each connection reference to one of them, sets the environment variable values for the target and, per agent, the Entra security group that may use it.

  4. Deploy. cs_deploy_solution confirm=true imports into the target with the settings file and runs pac copilot publish on every agent (publishAgents, default on). It refuses to import while any connection reference is unmapped unless you pass allowUnmapped: true. If you edited src/ by hand, cs_pack_solution first.

Quality gates and alternatives on the same path: cs_check_solution runs Solution Checker before a deploy; cs_set_solution_version, cs_solution_online_version and cs_upgrade_solution handle release numbering and staged upgrades; cs_publish_customizations publishes everything in an environment; cs_list_pipelines and cs_deploy_pipeline use Power Platform pipelines instead of a direct import; cs_init_solution_project, cs_clone_solution, cs_sync_solution, cs_add_solution_reference and cs_add_solution_license keep a source-controlled solution project (.cdsproj); cs_add_solution_component adds an existing component to a solution.

What no tooling carries across

Plan for these before calling the copy "1:1":

  • Connections are not part of a solution. A solution carries connection references; the connections themselves (the authorised links to SharePoint, Outlook, Dataverse, MCP servers, ...) must already exist in the target environment, created and consented by a user there. cs_create_connection is the one exception and only covers service-principal Dataverse connections. With allowUnmapped: true the tools stay unbound until someone binds them in the target portal.

  • Cloud flows land switched off when their connection references cannot be resolved. Bind the connections, then cs_list_flows shows which are not activated and cs_set_flow_state switches each on; the portal is not needed for that step.

  • Environment variables need target values. The settings file lists every variable; leave a value empty and the target inherits the default from the solution, which is usually a dev value.

  • Who can use the agent is per environment. The settings file has a CopilotAgents section with an AadGroupId per agent (verified with pac 2.11.2). Map it to the target's Entra group (copilotAgents in cs_create_deployment_settings) or set access in the target portal after import; an all-zero id means no group is set.

  • Some agent content lives outside the solution. Uploaded knowledge files, Dataverse tables used as knowledge, SharePoint permissions, and channel configuration (Teams, web, Microsoft 365 Copilot) are environment-specific. After import, check knowledge sources and re-publish to channels in the target portal.

  • Managed vs unmanaged. cs_pull_solution exports both. Deploy managed for downstream environments and keep unmanaged only for development; a managed import cannot be edited in place in the target.

  • Per-agent sync does not cross environments. Workspaces from cs_clone_agent or cs_pull_solution push back to their source environment only. Edit the agents/<name> workspace, push to the source, then pull and deploy the solution again.

Compare environments across DTAP

When the same solution is promoted through development, test, acceptance and production, the question is whether each stage still holds what the previous one holds. The platform has no cross-environment diff, but every input is reachable, so the server captures each environment into a snapshot folder and compares snapshots offline.

  1. Snapshot each stage with cs_snapshot_environment (or all at once with cs_compare_environments, which takes an ordered chain and compares each adjacent pair). A snapshot folder contains:

    snapshots/TEST/
      snapshot.json         label, environment, time, solution version and managed flag,
                            agents with publish state, flows, connection references,
                            environment variables, notes
      agents/<Agent name>/  the agent as YAML, from pac copilot clone

    Agents are cloned rather than exported as a solution, because a managed solution cannot be exported from test or production. Flows, connection references, environment variables and publish state come from Dataverse and are included when you are signed in with cs_login; otherwise the snapshot notes that they were skipped.

  2. Compare adjacent stages with cs_compare_snapshots (DEV vs TEST, TEST vs ACC, ACC vs PROD). Each comparison writes <A>-vs-<B>.md and .json.

  3. Read the verdict. A report starts with DRIFT or no drift, then lists the drift, the expected differences, and tables per layer with unified diffs for changed agent files.

  4. Act on it. Drift in agent YAML means the later stage is behind or was edited in place: promote again with the solution flow above. Unbound connection references, missing flows, or variables without a value are deployment-settings problems: fix the settings file and redeploy.

  5. Keep history. Snapshot folders are plain files; commit them (without .mcs/ state) to get a timeline per stage.

What counts as drift, and what is an expected difference between stages:

Layer

Drift

Expected difference (reported, not drift)

Solution

version differs, missing in a stage

managed in later stages, unmanaged in development

Agent YAML (topics, instructions, knowledge, tools, triggers, variables)

any changed, added or removed file after normalisation

ids, audit info, version fields, connection ids inside connectionreferences.mcs.yml (removed before diffing)

Publish state

modified after last publish in any stage (unpublished changes)

Flows

missing in a stage, on/off state differs

Connection references

missing, connector differs, unbound in a stage

bound to a different connection per stage

Environment variables

missing, no value in a stage

different values per stage (drift only with strictVariables)

Authentication mode

differs between stages

Pipeline gate. cs_compare_snapshots and cs_compare_environments accept failOnDrift; the tool result is then an error, which a scripted MCP client or a pipeline step can turn into a failed job. A typical gate before promoting TEST to ACC:

cs_snapshot_environment label=TEST environment=<test id> dir=snapshots/TEST solution=<name>
cs_snapshot_environment label=ACC  environment=<acc id>  dir=snapshots/ACC  solution=<name>
cs_compare_snapshots a=snapshots/TEST b=snapshots/ACC failOnDrift=true

Caveats: all stages must be reachable from the active pac auth profile (for chains that span tenants, run pac auth select between stages and snapshot them one by one); whether pac copilot clone succeeds on a managed agent is unverified live (the fallback is reading the same component definitions through the Dataverse Web API); uploaded knowledge files and channel configuration are listed by name and size only; without a Dataverse sign-in the comparison covers solution version and agent YAML only, and the report says so.

Administer the tenant

Administration runs as the admin account (two accounts): pass profile, or set CPS_ADMIN_PROFILE once. Every change goes through the same dry run and confirm; reset, delete, copy and restore destroy or overwrite whole environments, and the dry run says what will be lost.

  • Back the configuration up to files. cs_backup_tenant writes the whole tenant configuration to a folder: tenant settings, environments, DLP policies, environment groups, service principals, registered applications, templates, and per environment its details, solutions, agents, connections, security roles and platform backups. Raw output is kept next to parsed rows, and a capture that fails is isolated so the rest of the backup still lands.

  • Read and change the tenant. Environments and their operations in progress, tenant settings (read to a JSON file, change one), DLP policies (which connectors may be combined), environment groups, security roles, service principals and registered applications, managed-environment governance, administration mode and backup retention, and the environment lifecycle: create, copy, back up, restore, reset, delete. Each is one cs_admin_* tool (list).

  • Onboard a team into a new environment. cs_admin_create_environment (slow; pair it with background: true and cs_job_status), then cs_admin_assign_users with a CSV:

    UPN,Security Roles,Business Unit
    alice@contoso.com,"System Customizer,Basic User",Sales
    bob@contoso.com,Environment Maker,

    pac takes one user and one role per call, so that roster is five calls; the tool expands it, shows you every user-and-role pair in the dry run, and runs them under one approval. Rows are independent, so a mistyped UPN is reported and the rest still run. Prefer cs_admin_assign_group when the roster is really a group: binding an Entra group to a role is one call however many people are in it, and new joiners inherit access. Role names are per-environment (cs_admin_list_security_roles against the new one), and a user who has not been provisioned into the environment yet cannot hold a role there.

  • The Microsoft 365 agent catalogue. cs_list_agents reads one environment's bots table and stops at the Power Platform boundary. The catalogue (Microsoft Graph, a separate sign-in with cs_login scope='graph') is tenant-wide and answers the question that follows cs_publish: did the agent actually reach anyone? cs_list_org_agents reports who each agent is available to, where it is deployed and whether it is blocked, filtered by platform, host, element type or last-modified date; cs_get_org_agent returns one entry in full; cs_block_org_agent blocks an agent for everyone in the tenant or lifts the block, and cs_reassign_org_agent hands it to a new owner when the old one leaves (both confirm). Needs a Microsoft Agent 365 licence, is global-cloud only, is unverified against a live tenant, and block and reassign exist only on Graph beta.

Every pac command without a tool of its own is reachable through cs_pac: read-only commands run immediately, the others return a dry run and need confirm. The pac groups outside Copilot Studio work (application, canvas, catalog, code, data, managed-identity, model, modelbuilder, package, pages, pcf, plugin, power-fx, telemetry, test, tool) are deliberately left there.

Agent settings this server can write

An agent's settings live in two files, and the server reads, validates and pushes both. The table maps what the portal shows to the field and the tool argument that writes it. Everything here is a local file change, shown before it is made and written only with confirm: true; cs_push applies it, and cs_publish makes it live. instructions is capped at 8000 characters by the product, and the preview counts them.

agent.mcs.yml (the agent definition), written by cs_update_agent:

Portal

Field

Argument

Instructions

instructions

instructions, appendInstructions (or cs_generate_instructions)

Responses: how answers are worded and formatted ("Response formatting")

responseInstructions

responseInstructions, appendResponseInstructions - 500 characters, counted in the preview

Responses: response mode

defaultResponseMode

defaultResponseMode: Auto, ThinkDeeper, QuickResponse

Conversation history the agent sees

historyType

history: none or conversation, with historyMessages

Capabilities: web browsing, code interpreter, image generation, Teams / SharePoint / email / meeting / people search

gptCapabilities

capabilities (only the toggles you pass change)

General knowledge: may the model answer beyond your knowledge sources

aISettings.useModelKnowledge

useModelKnowledge

Content moderation

aISettings.contentModeration

contentModeration: Minimum to Maximum

File analysis, semantic search

aISettings.isFileAnalysisEnabled, aISettings.isSemanticSearchEnabled

isFileAnalysisEnabled, isSemanticSearchEnabled

Model

aISettings.model.modelNameHint

modelNameHint

Conversation starters

conversationStarters

conversationStarters, addConversationStarters

Display name

displayName

displayName

Values are checked against the authoring schema, so a response mode or moderation level outside the allowed set is refused rather than written.

settings.mcs.yml (how the agent runs), written by cs_update_settings with dot paths, for example {"configuration.settings.GenerativeActionsEnabled": true}:

Portal

Path

Generative orchestration on or off

configuration.settings.GenerativeActionsEnabled

Authentication

authenticationMode (None, Integrated, Manual), authenticationTrigger, accessControlPolicy

Language

language

Agent can be called by other agents

configuration.isAgentConnectable

Analytics, telephony, voice, network

configuration.analyticsSettings, isTelephonyEnabled, botSpeechSettings, networkSettings

cs_update_settings refuses to change authoringModel, recognizer.kind and template, because the tooling depends on them. cs_lookup_schema shows any other field the schema allows, and cs_validate checks whatever you write by hand.

One caveat: these field names come from the authoring schema, not from a round trip through a live agent, so which portal control maps to which field is inference. Set one in the portal, run cs_clone_agent and compare if you need certainty.

Authentication and app registration

The server signs users in with an MSAL public client (interactive browser or device code). It never uses client secrets, so every permission it needs is a delegated permission acting as the signed-in user. Application permissions are listed below only where Microsoft offers them, for people who build a headless pipeline on top of the same APIs. How cs_login behaves inside an MCP client is described under The first session.

Do you need your own app registration?

Situation

App registration needed?

pac commands (cs_create_agent, cs_clone_agent, cs_pull, cs_push, cs_pack, cs_publish via pac, cs_check_drift in full mode, all cs_*_solution tools, and every pac wrapper)

No. pac auth create signs in with Microsoft's own first-party app.

Cloud tools with the default client id (cs_list_environments, cs_list_agents via Dataverse, cs_publish via Dataverse, cs_check_drift, evaluations, cs_chat for no-auth or manual-auth agents)

No. The server uses the first-party VS Code client id 51f81489-12ee-4a9e-aaae-a2591f45987d, which is pre-authorised for Power Platform API, Dataverse and the Power Apps service. Microsoft's own Copilot Studio tooling uses the same id.

Same tools, but your tenant blocks that id (app consent policy, conditional access, "user assignment required")

Yes. Create the registration below and set CPS_CLIENT_ID.

cs_chat with an agent that uses integrated authentication (Entra SSO)

Yes, always. The first-party id does not carry CopilotStudio.Copilots.Invoke for third parties. Pass clientId to cs_chat or set CPS_CLIENT_ID.

Headless CI (service principal, no user)

Not supported by this server today (public client only). For pipelines use pac auth create --applicationId ... --clientSecret ... with a Dataverse application user, or the Power Platform API with an RBAC role assigned to the service principal.

Permissions for your own app registration (Entra ID > App registrations > API permissions > "APIs my organization uses"):

Used by

API to pick in Entra

Permission

Delegated or application

Notes

cs_chat (transport sdk, Entra-SSO agents)

Power Platform API (app id 8578e004-a5c6-46e7-913e-12f58912df43)

CopilotStudio.Copilots.Invoke

Delegated is what this server uses. An application permission of the same name exists for confidential clients (Microsoft 365 Agents SDK); not used here.

Admin consent is normally required. Redirect URI http://localhost (Mobile and desktop applications).

cs_list_test_sets, cs_run_evaluation, cs_get_evaluation_run, cs_list_evaluation_runs, cs_download_evaluation_snapshot

Power Platform API

Token scope https://api.powerplatform.com/.default. The evaluation endpoints declare only .default; the permission reference has no finer-grained evaluation permission.

Delegated only. Power Platform API has no application permissions; service principals get access through RBAC roles instead.

Verified with the first-party id by Microsoft's own tooling. Not yet verified with a custom registration; if calls return 403, the signed-in user needs maker access to the agent.

cs_list_environments, automatic Dataverse URL lookup, cs_list_connectors, cs_describe_connector, the connection lookup in cs_bind_flow_connection

PowerApps Service (app id 475226c6-020e-4fb2-8a90-7a972cbfc1d4)

User ("Access the Power Apps Service API")

Delegated.

Calls the BAP environments API (api.bap.microsoft.com), the connector registry and the connections list (api.powerapps.com). Listing connections shows every one in the environment the signed-in user can see, including other people's; binding one makes the flow run as that connection's owner.

cs_list_agents (via dataverse), cs_publish (via dataverse), the publisher and solution lookup that cs_create_agent offers as choices, authentication-mode detection in cs_chat, cs_check_drift (quick mode), the drift preflight in cs_push, the component stamps recorded by cs_clone_agent / cs_pull / cs_push, the flow tools (cs_list_flows, cs_get_flow, cs_create_flow, cs_update_flow, cs_set_flow_state, cs_delete_flow, and the Dataverse half of cs_bind_flow_connection) and the transcript tools (cs_list_transcripts, cs_get_transcript, cs_summarize_transcripts, cs_test_set_from_transcripts)

Dynamics CRM (Dataverse, app id 00000007-0000-0000-c000-000000000000)

user_impersonation

Delegated. There is no application permission; server-to-server access to Dataverse means an application user with a security role in each environment.

The user still needs a Dataverse security role that can read and publish bots (System Customizer or a Copilot Studio maker role). The drift checks only read the bot and botcomponent tables, which every maker role can read; they never write to Dataverse. cs_create_agent reads publishers (and the publisher of a named solution) only to offer real prefixes instead of a guess; failing that read costs the choices, not the tool. The transcript tools read conversationtranscript, which holds what users actually said to the agent: a more sensitive table than the rest, so the signed-in user needs a role that grants read on it, and results should be treated as customer data. When a workspace has no Dataverse URL in its sync metadata the URL is looked up through the PowerApps Service permission above.

cs_list_flow_runs, cs_get_flow_run, cs_run_flow, cs_explain_flow_run, cs_compare_flow_runs, cs_analyze_flow_health

Microsoft Flow (Power Automate service, app id 7df0a125-d3be-4c96-aa54-591f83ff541c)

User (token scope https://service.flow.microsoft.com/.default, override with CPS_FLOW_SCOPE)

Delegated.

A separate resource from Dataverse and the Power Platform API, so it needs its own consent: sign in with cs_login scope='flow'. The signed-in user must be an owner or co-owner of the flow. Endpoints and scope are taken from the service the Power Automate portal calls and are unverified against a tenant. The diagnostic tools also follow the SAS-signed content links the service returns for an action's inputs and outputs; those are fetched without the bearer token, because they carry their own signature, and they expire after a few days.

cs_list_org_agents, cs_get_org_agent

Microsoft Graph (app id 00000003-0000-0000-c000-000000000000)

CopilotPackages.Read.All (override the scope with CPS_GRAPH_SCOPE)

Delegated is what this server uses; an application permission of the same name exists for reads.

The Microsoft 365 agent catalogue, a different resource again: sign in with cs_login scope='graph'. Requires a Microsoft Agent 365 licence and is global-cloud only (no GCC, DoD or 21Vianet). Reads /v1.0/copilot/admin/catalog/packages. Unverified against a live tenant.

cs_block_org_agent, cs_reassign_org_agent

Microsoft Graph

CopilotPackages.ReadWrite.All (override with CPS_GRAPH_WRITE_SCOPE)

Delegated only. Microsoft offers no application permission for these two actions.

Same licence and cloud limits as above; sign in with cs_login scope='graph_write'. These exist only on /beta, so they are pinned there whatever version a read used. Blocking is tenant-wide and takes effect for every user at once. Unverified against a live tenant.

cs_get_connector_consent_bypass, cs_set_connector_consent_bypass, cs_download_channel_manifest

Power Platform API

Token scope https://api.powerplatform.com/.default; the reference declares no finer permission.

Delegated only.

Same resource as the evaluations. Consent bypass is an admin setting on the agent, so the write (and possibly the read) needs a Power Platform or Copilot Studio admin role; the manifest download needs maker access and an agent published to the Microsoft 365 / Teams channel. All three follow the published reference and are unverified against a live tenant.

cs_chat for no-auth or manual-auth agents (DirectLine)

none

none

not applicable

The DirectLine token endpoint of a published agent is anonymous.

pac interactive sign-in

none

none

not applicable

Microsoft's own app; pac auth create --environment <id>.

Steps for your own registration:

  1. Entra ID > App registrations > New registration. Single tenant. Under Authentication add the platform Mobile and desktop applications with redirect URI http://localhost (the loopback MSAL uses for cs_login interactive). Set Allow public client flows to Yes if you plan to use cs_login with mode: device_code.

  2. Add the permissions from the table. If Power Platform API does not appear when you search by name or by the id above, its service principal is missing from your tenant; create it with az ad sp create --id 8578e004-a5c6-46e7-913e-12f58912df43 (or New-MgServicePrincipal -AppId 8578e004-a5c6-46e7-913e-12f58912df43) and search again.

  3. Grant admin consent for the tenant, or let each user consent interactively on first sign-in.

  4. Put the ids in the MCP server environment: CPS_CLIENT_ID=<application (client) id> and CPS_TENANT_ID=<directory (tenant) id>. cs_chat also accepts clientId per call.

Configuration

All environment variables are optional:

Variable

What it does

CPS_WORKSPACE

the agent workspace to start in (VS Code: ${workspaceFolder}); otherwise the server looks for marker files in the current directory, a single child, or an ancestor

CPS_TENANT_ID, CPS_CLIENT_ID

the Entra tenant and app registration for cs_login; default tenant organizations, default client the first-party VS Code id

CPS_ENVIRONMENT_ID, CPS_ENVIRONMENT_URL, CPS_AGENT_ID

defaults for cloud tools when the workspace carries no sync metadata; explicit arguments win, then workspace metadata, then these, then a BAP lookup

CPS_PAC_PROFILE, CPS_ADMIN_PROFILE

the pac auth profile for maker commands and for admin commands (two accounts)

CPS_READ_ONLY

withhold every environment-changing tool (approval)

CPS_TOOLS, CPS_TOOLS_EXCLUDE

trim the tool list: presets and comma-separated names with * wildcards (below)

CPS_FLOW_SCOPE, CPS_GRAPH_SCOPE, CPS_GRAPH_WRITE_SCOPE

override the token scopes for the Power Automate service and Microsoft Graph

CPS_CACHE_DIR, PAC_PATH, DOTNET_ROOT

token cache location, the pac executable, the .NET root

Running on a smaller model

The full tool list is 148 tools, about 50k tokens of schema before any work starts. A frontier model copes; a smaller one spends most of its context on the menu and chooses worse from it. Set CPS_TOOLS to a preset in the server's environment, or let the user choose during the session: cs_init returns a toolPresets block with the question, the option table and a live count per preset, and cs_set_tool_preset applies the answer.

Preset

Tools

When to use it

full (the default)

148

everything; a large model, or you do not know yet what the task needs

core

34

build or change one agent and get it live: the usual choice

authoring

25

write and check files only; no sign-in, nothing reaches an environment

admin

49

tenant administration as the admin account, plus cs_backup_tenant

solutions

25

pull, deploy and compare solutions, and bind the flows an import left switched off

Nothing is removed: a preset only changes which tools are offered, and cs_init, cs_guide, cs_set_tool_preset and cs_job_status survive every preset so a session can always change its mind. cs_pac is in core, admin and solutions so any pac command a preset hides is still reachable, and cs_init says that a missing tool is hidden rather than absent. Presets compose with each other and with globs: CPS_TOOLS=core,cs_admin_*, or CPS_TOOLS_EXCLUDE=cs_*_pipeline,cs_env_*,cs_*_auth_profile. The SDK sends notifications/tools/list_changed on a switch, so a client that honours it sees the shorter list at once; one that caches the list needs a restart. Runtime switching can only narrow what was registered at startup, so leave CPS_TOOLS unset if you want every preset available to choose from.

Checking that your model picks the right tool

A tool list this long is a routing problem: the descriptions decide whether "why did my flow fail last night?" reaches cs_explain_flow_run or something that answers a different question. The package ships the check, so you can measure it against your own preset, your own model and your own phrasings rather than trusting the numbers here:

npx copilot-studio-mcp-routing-eval --dry-run                       # free: shows the corpus and the cost
npx copilot-studio-mcp-routing-eval --preset core --repeat 3 --yes
npx copilot-studio-mcp-routing-eval --cases ./my-questions.json --yes

It puts the tool list in front of a model exactly as your client sees it, one utterance at a time, and scores the first tool named. --cases takes your own file in the shape of the bundled reference/routing-cases.json, which is rather the point: the questions your users actually ask are better evidence than the ones shipped here. With ANTHROPIC_API_KEY set it calls the Messages API with the tool list as a cached prefix and a run costs cents; without one it falls back to the claude CLI and the sign-in that machine already has. Either way a run calls a model once per case and spends real money, so nothing happens without --yes.

Read it with --repeat 3, never a single run. Measured on Haiku 4.5, the score moves by two cases between runs of an identical build, and a third of the cases answer differently each time. One run will happily tell you a change helped when it did not. The report separates the cases that are always misrouted, which are worth acting on, from the ones that flap, which prove nothing.

The handshake instructions are written for a smaller model: one rule per line, an explicit trigger before each instruction, and a section naming the failures seen in the first live run (a call cut off at the client's ~60s limit, a tool missing because the server binary was stale, a cloud tool failing for want of a sign-in, pac reporting failure while exiting 0) with the action for each.

What is and is not possible

Capability

How

Status

Agent as files, sync both ways

pac copilot init / clone / pull / push / pack / publish

official, GA

Topics, knowledge, tools, triggers, flows as YAML

workspace layout of the VS Code extension and pac copilot push

official

Local validation

JSON schema from microsoft/skills-for-copilot-studio (MIT) + structural checks

this server

Run evaluations, read results

Power Platform API makerevaluation endpoints

official, GA, standard harness

Chat with the published agent

DirectLine v3 (no-auth / manual-auth agents) or Copilot Studio client SDK (Entra SSO)

official

Publish

pac copilot publish or Dataverse PvaPublish

official

Read, create, change and delete cloud flows

Dataverse workflow rows (definition in clientdata)

official API, shapes unverified live

Bind a flow's connections

clientdata connection references, or the connectionreference row for a flow that came in a solution

official API, shapes unverified live

Flow run history, start a run

Power Automate Process Simple API

the service the portal calls, unverified live

Explain a failed run, diff it against one that worked, score a flow's reliability

the same API's per-run actions route, plus the SAS-signed content links it returns

this server, unverified live

Portal drift since the last sync

bot and botcomponent rows against a local sync stamp

this server

Tenant configuration to files

pac admin read commands into a folder

this server

Hard limits the server works around rather than hides:

  1. Evaluation test sets cannot be created through the API. cs_create_test_set_csv writes the CSV the portal imports (max 100 cases); after one import, runs and results are automated.

  2. Connector, MCP and prompt tools need a connection that only the portal can authorise. cs_add_tool writes the YAML and the connection-reference stub and returns the portal step. The one exception is a service-principal Dataverse connection, which cs_create_connection can create. The same limit is why a new cloud flow is created switched off: bind its connections, then cs_set_flow_state.

  3. Evaluations and topic YAML are standard-harness features. GitHub Copilot harness agents (--authoring-mode cli-copilot) get init / pack / import / instructions / chat only.

  4. Copilot Studio does not report whether a conversation succeeded. The transcript tools derive an outcome from the activities. Treat the rates as a place to look, and read the transcript before acting.

  5. A workspace that was never connected to an environment packs less. Verified against pac 2.11.2: pac copilot pack on a workspace from pac copilot init without --environment packages settings, agent and topics only and rejects knowledge/, actions/, tools/, trigger/, variables/, workflows/ and connectionreferences.mcs.yml. Those folders are handled by pac copilot push from a sync-connected workspace (clone, or init with an environment). The authoring tools tell you when you are in a pack-only workspace.

How this differs from Microsoft's own pac MCP server

The Power Platform CLI ships a built-in MCP server (pac copilot mcp --run, preview, named "Power Platform Management MCP Server"). It is a natural-language front end to pac itself: each of its tools runs one pac command. Probed on pac 2.11.2 it exposes 70 tools, of which exactly one is about Copilot Studio (copilot_publish); 51 are tenant administration, managed identity, model-driven apps and generated pages, Power Pages, code apps and code generation.

pac MCP server (pac copilot mcp)

copilot-studio-mcp (this repo)

Purpose

run pac commands in natural language; tenant and environment administration

build, test, ship and maintain Copilot Studio agents from the editor

Copilot Studio commands

copilot_publish only

init, clone, pull, push, pack, publish, status, list, delete, templates, translations, quarantine, AI Builder instructions

Authoring

none

topics, knowledge sources, tools (connector / MCP / flow / prompt / agent), triggers, variables, and the agent's own settings as YAML; day-two edit and remove; schema validation (744 definitions); rules-based review with a score

Testing

none

evaluation test sets and runs (Power Platform API), chat through DirectLine or the client SDK, local conversation tests, production transcripts

ALM

solution list, export, import, check

pull a whole solution with a deployment settings file and redeploy it 1:1, Solution Checker, versioning, staged upgrades, pipelines, DTAP snapshots and comparison

Drift

none

portal changes since the last sync (quick Dataverse check, full clone diff) and a push preflight that blocks on conflicts

Safety

no dry run in the server; the client's approval prompt is the only gate

every environment-changing tool returns a dry run until confirm: true; secrets are masked in logs and results; CPS_READ_ONLY withholds the writers entirely

Tenant administration

admin commands as native tools

the admin commands plus cs_backup_tenant and roster onboarding, run as a separate admin auth profile

Cloud flows

none beyond raw pac

list, read, create, rebuild, switch on or off, run history, and a step-based definition builder

Guidance

tool descriptions

usage instructions in the handshake, cs_guide walkthroughs, MCP prompts, next steps per workspace, and questions with real choices instead of argument errors

Other pac groups

managed-identity, model, pages, code, modelbuilder as native tools

reachable through cs_pac (read-only commands run immediately, others need confirm)

Sign-in

pac auth profile

pac auth profile, plus MSAL for the APIs pac does not cover (evaluations, Dataverse reads, environments, chat)

Tool list

fixed

presets and CPS_TOOLS / CPS_TOOLS_EXCLUDE trim it per client

Both are stdio servers and can be registered side by side: pac's for tenant administration, this one for agent work. One practical note: pac's server prints a non-JSON line on stdout at startup, which strict MCP clients may reject.

Sources: Use Power Platform CLI with built-in MCP server and a tools/list probe of pac 2.11.2 (2026-09-07).

How it fits together

flowchart LR
    VS["VS Code / GitHub Copilot"] --> TOOLS
    CC["Claude Code"] --> TOOLS
    subgraph SERVER["copilot-studio-mcp"]
        TOOLS["MCP tool call"] --> SYNC["Sync layer: pac copilot, pac solution, pac admin"]
        TOOLS --> AUTH["Authoring layer: YAML + schema validation, flow builder"]
        TOOLS --> CLOUD["Cloud layer: evaluations, publish, chat, flows, drift"]
    end
    AUTH --> WS["Agent workspace on disk: topics, knowledge, actions, workflows"]
    SYNC --> WS
    SYNC --> DV["Dataverse / Copilot Studio"]
    SYNC --> BACKUP["Tenant backup and solution folders on disk"]
    CLOUD --> PPAPI["Power Platform API"]
    CLOUD --> DV
    CLOUD --> FLOW["Power Automate service: flow runs"]
    CLOUD --> DL["Published agent: DirectLine or SDK"]

Verifying against a real tenant

The cloud workflows were built from documentation and the published schema; phases A to F received a first live verification on 2026-09-08. docs/verify.md is the current follow-up list. docs/live-verification.md is the full runbook: phases A to D are read-only and retire most of the open questions without touching the tenant, E to G write and say so. docs/verification-template.md is the results file to fill in, and scripts/redact-verification.mjs replaces GUIDs, org URLs, emails and tokens with stable pseudonyms so a result can be shared from a public repo. docs/STATUS.md is the full historical record. docs/test-verification.md is the runbook for the feedback loop (static checks, behavioural tests, transcripts, closing the loop); its phase 1 settles whether live activities carry the topic, tool and citation attribution the conversation tests read.

Development

git clone https://github.com/jgt87/copilot-studio-mcp.git
cd copilot-studio-mcp
npm install
npm run build                 # dist/index.js is the server: register it as "command": "node", "args": ["<repo>/dist/index.js"]
npm test                      # build + unit tests (fixtures, no network)
node scripts/smoke.mjs        # drive the built server over stdio
node scripts/oracle-pack.mjs  # pac copilot init + authoring tools + pac copilot pack

reference/bot.schema.yaml-authoring.json and reference/templates come from microsoft/skills-for-copilot-studio (MIT, see reference/LICENSE.skills-for-copilot-studio.txt). Fixtures under test/fixtures/pac-* were generated with pac copilot init.

MIT licensed.

Available Tools

148 tools
cs_add_flowScaffold a cloud flow (experimental)A

EXPERIMENTAL: write workflows//metadata.yaml + workflow.json for a flow with the 'when an agent calls the flow' trigger and a response, optionally exposing it as a tool. Format follows the schema's CloudFlowDefinition and the Power Automate solution JSON; verify with cs_pack and in the portal after push. The first call changes nothing: it returns the files it would write, as a diff against what is there now, for the user to approve. Call it again with the same arguments plus confirm: true to write them.

Inputs: name (required), inputs, actions, addTool, +5 more.

cs_add_knowledge_sourceAdd a knowledge sourceA

Add knowledge as YAML: kind 'public-site' (Bing-scoped website, max 2 path levels), 'sharepoint' (direct folder URL), 'graph-connector' (Microsoft Graph connector via environment variable), or 'files' (copy documents into knowledge/files for upload on push). Dataverse, AI Search and SQL knowledge are portal-only. The first call changes nothing: it returns the files it would write, as a diff against what is there now, for the user to approve. Call it again with the same arguments plus confirm: true to write them.

Inputs: kind (required), name (required), site, files, +9 more.

cs_add_solution_componentAdd a component to a solutionA

Add an existing component (an agent, flow, connection reference, environment variable, table ...) to an unmanaged solution by schema name or id and component type code. Runs 'pac solution add-solution-component' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: component (required), solutionName (required), componentType (required), cwd, +7 more.

cs_add_solution_licenseAdd license plan files to a solution projectA

Attach license plan definition and mapping CSV files to a solution project (ISV licensing). Run in the solution project folder (cwd). Local file change only. Runs 'pac solution add-license' with the active pac auth profile.

Inputs: planMappingFile (required), planDefinitionFile (required), cwd, profile, +2 more.

cs_add_solution_referenceAdd a project reference to a solution projectA

Reference another project (plug-in, PCF, ...) from a .cdsproj so it is packed into the solution. Run in the solution project folder (cwd). Local file change only. Runs 'pac solution add-reference' with the active pac auth profile.

Inputs: path (required), cwd, profile, background, +1 more.

cs_add_toolAdd a tool (connector, MCP server, flow, prompt, agent, or raw)A

Create actions/.mcs.yml. type 'connector': a connector operation (connectorId like shared_office365, operationId like SendEmailV2; use cs_list_connectors / cs_describe_connector to find them). type 'mcp': an MCP server exposed through a connector. type 'flow': a cloud flow by id. type 'prompt': an AI Builder prompt by model id (cs_list_prompts). type 'connected-agent': another Copilot Studio agent by schema name. type 'child-agent': a child agent's GPT component. type 'raw': any other TaskAction kind with the action object supplied. When the connector definition is cached, the operationId is checked and required inputs are filled from the catalog unless inputs are given. Connector and MCP tools need a connection that only the portal can authorise; the tool writes the connection-reference stub and returns the portal step. The first call changes nothing: it returns the files it would write, as a diff against what is there now, for the user to approve. Call it again with the same arguments plus confirm: true to write them.

Inputs: name (required), type (required), description (required), action, +15 more.

cs_add_topicAdd a topicA

Create topics/.topic.mcs.yml from a declarative spec: trigger phrases (or a system trigger) plus message / question / condition / redirect / setVariable / searchKnowledge / http / invokeFlow / end / raw nodes. Validates the result. Push to apply. The first call changes nothing: it returns the files it would write, as a diff against what is there now, for the user to approve. Call it again with the same arguments plus confirm: true to write them.

Inputs: name (required), actions (required), confirm, priority, +5 more.

cs_add_triggerAdd an event triggerA

Create trigger/.trigger.mcs.yml pointing at a cloud flow that starts the agent (WorkflowExternalTrigger). The first call changes nothing: it returns the files it would write, as a diff against what is there now, for the user to approve. Call it again with the same arguments plus confirm: true to write them.

Inputs: name (required), flowId (required), confirm, overwrite, +2 more.

cs_add_variableAdd a global variableA

Create variables/.variable.mcs.yml (GlobalVariableComponent, conversation scope). The first call changes nothing: it returns the files it would write, as a diff against what is there now, for the user to approve. Call it again with the same arguments plus confirm: true to write them.

Inputs: name (required), confirm, overwrite, workspace, +3 more.

cs_admin_add_environment_to_groupAdd an environment to a groupA

Put an environment into an environment group, which applies that group's rules to it. Changes tenant configuration: requires confirm: true. Runs 'pac admin add-group' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: environmentGroup (required), cwd, confirm, profile, +3 more.

cs_admin_assign_groupAssign a group to an environmentA

Give an Entra group a security role in an environment through a Dataverse team. Changes a live environment: requires confirm: true. Runs 'pac admin assign-group' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: role (required), group (required), teamType (required), groupName (required), +8 more.

cs_admin_assign_userAssign a user to an environmentC

Give a user (or an application user) a security role in an environment. Changes a live environment: requires confirm: true. Runs 'pac admin assign-user' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: role (required), user (required), cwd, confirm, +6 more.

cs_admin_assign_usersAssign security roles to a roster of usersA

Give many users their security roles in one environment, from a CSV roster or an inline list. pac assigns one user and one role per call, so a roster of ten developers with three roles each is thirty calls; this expands the roster and runs them under a single approval. Without confirm it returns the plan: every user-and-role pair it would attempt, so you can read the whole thing before any of it happens. Rows are independent, so a bad UPN or a role the environment does not have is reported and the rest still run. Changes a live environment: requires confirm: true. Runs as the admin account: pass 'profile' or set CPS_ADMIN_PROFILE. Prefer cs_admin_assign_group when the roster is really a group: that is one call per role however many people are in it, and new joiners inherit access. Unverified against a live tenant.

Inputs: environment (required), csv, confirm, profile, +4 more.

cs_admin_backup_environmentBack up an environmentA

Take a manual backup of an environment (the platform's own backup, not the file backup cs_backup_tenant writes). Changes a live environment: requires confirm: true. Runs 'pac admin backup' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: label (required), cwd, confirm, profile, +3 more.

cs_admin_copy_environmentCopy one environment over anotherB

Copy a source environment onto a target environment. Everything in the target is replaced: requires confirm: true. Runs 'pac admin copy' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: cwd, name, type, async, +8 more.

cs_admin_create_environmentCreate an environmentA

Create a Dataverse environment in the tenant. Consumes tenant capacity: requires confirm: true. Runs 'pac admin create' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: type (required), cwd, name, user, +19 more.

cs_admin_create_service_principalCreate an application userA

Register an Entra application and give it an application user with a security role in an environment: the headless identity a pipeline signs in as. Changes a live environment: requires confirm: true. Runs 'pac admin create-service-principal' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: cwd, name, role, confirm, +4 more.

cs_admin_delete_environmentDelete an environmentA

Delete an environment from the tenant, with everything in it: agents, solutions, flows and data. Irreversible beyond the platform's own backup retention: requires confirm: true. Runs 'pac admin delete' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: cwd, async, confirm, profile, +4 more.

cs_admin_environment_statusOperations in progressB

Status of the tenant operations that are still running (copies, restores, resets, deletions). Runs 'pac admin status' with the active pac auth profile.

Inputs: cwd, profile, background, timeoutSeconds.

cs_admin_list_applicationsList registered Entra applicationsB

Entra applications registered with the tenant for Power Platform. Runs 'pac admin application list' with the active pac auth profile.

Inputs: cwd, profile, background, timeoutSeconds.

cs_admin_list_app_templatesList Dynamics 365 app templatesB

The Dynamics 365 application templates that can be installed when creating an environment, per region. Runs 'pac admin list-app-templates' with the active pac auth profile.

Inputs: cwd, region, profile, background, +1 more.

cs_admin_list_backupsList environment backupsA

Backups of an environment, with their labels and dates: what cs_admin_restore_environment can restore. Runs 'pac admin list-backups' with the active pac auth profile.

Inputs: cwd, profile, background, environment, +1 more.

cs_admin_list_dlp_policiesList DLP policiesB

Data loss prevention policies in the tenant: the connector groups that decide which connectors an agent or flow may combine. Runs 'pac admin dlp-policy list' with the active pac auth profile.

Inputs: cwd, profile, background, timeoutSeconds.

cs_admin_list_environment_groupsList environment groupsB

Environment groups in the tenant (the grouping used for managed-environment rules). Runs 'pac admin list-groups' with the active pac auth profile.

Inputs: cwd, profile, background, timeoutSeconds.

cs_admin_list_environmentsList environments (admin)B

Every environment in the tenant with its type, region and state, as the admin centre lists them. Filters by name, type or installed application. Runs 'pac admin list' with the active pac auth profile.

Inputs: cwd, name, type, profile, +4 more.

cs_admin_list_security_rolesList security rolesB

Security roles in an environment, optionally including child roles: what cs_admin_assign_user and cs_admin_assign_group can grant. Runs 'pac admin list-roles' with the active pac auth profile.

Inputs: cwd, profile, background, environment, +3 more.

cs_admin_list_service_principalsList service principals with Dataverse accessB

Entra applications that have an application user in Dataverse: who can act without a person signing in. Runs 'pac admin list-service-principal' with the active pac auth profile.

Inputs: cwd, max, filter, profile, +2 more.

cs_admin_list_tenant_settingsRead tenant settingsA

The tenant-wide Power Platform settings (governance, sharing, support, licensing). With settingsFile, pac writes them as JSON to that path; that file is the reference copy to keep in source control. Runs 'pac admin list-tenant-settings' with the active pac auth profile.

Inputs: cwd, profile, background, settingsFile, +1 more.

cs_admin_queryRun a tenant resource queryC

Run a tenant-level resource query (the admin centre's own query language) and optionally write the results to a file as JSON, list or CSV. Runs 'pac admin query' with the active pac auth profile.

Inputs: cwd, query, profile, queryFile, +4 more.

cs_admin_register_applicationRegister an Entra applicationA

Register an Entra application with the tenant so it can be used by Power Platform. Changes tenant configuration: requires confirm: true. Runs 'pac admin application register' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: applicationId (required), cwd, confirm, profile, +2 more.

cs_admin_reset_environmentReset an environmentA

Reset an environment to an empty Dataverse instance. Everything in it is deleted: requires confirm: true. Runs 'pac admin reset' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: cwd, name, async, domain, +11 more.

cs_admin_restore_environmentRestore an environment from a backupA

Restore a backup into the same or another environment. Overwrites the target's data and customisations: requires confirm: true. Runs 'pac admin restore' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: selectedBackup (required), cwd, name, async, +8 more.

cs_admin_self_elevateSelf-elevate to System AdministratorA

Give yourself the System Administrator role in an environment. Needs Global, Power Platform or Dynamics 365 admin. Changes a live environment: requires confirm: true. Runs 'pac admin self-elevate' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: cwd, confirm, profile, background, +2 more.

cs_admin_set_backup_retentionSet the backup retention periodB

Set how many days backups of an environment are kept (7, 14, 21 or 28). Changes a live environment: requires confirm: true. Runs 'pac admin set-backup-retention-period' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: days (required), cwd, async, confirm, +5 more.

cs_admin_set_governance_configEnable or edit managed environmentsB

Turn managed environments on ('Standard') or off ('Basic') for an environment and set its governance options: sharing limits, solution checker mode, maker onboarding. Changes tenant governance: requires confirm: true. Runs 'pac admin set-governance-config' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: environment (required), protectionLevel (required), cwd, confirm, +15 more.

cs_admin_set_runtime_stateSet environment administration modeA

Put an environment into administration mode (only admins can use it) or back, and control background operations. Changes a live environment: requires confirm: true. Runs 'pac admin set-runtime-state' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: environment (required), runtimeState (required), cwd, async, +6 more.

cs_admin_show_dlp_policyShow one DLP policyA

One data loss prevention policy in full: its connector classification and the environments it applies to. Runs 'pac admin dlp-policy show' with the active pac auth profile.

Inputs: policyName (required), cwd, profile, background, +1 more.

cs_admin_unregister_applicationUnregister an Entra applicationA

Remove an Entra application's tenant registration. Changes tenant configuration: requires confirm: true. Runs 'pac admin application unregister' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: applicationId (required), cwd, confirm, profile, +2 more.

cs_admin_update_tenant_settingsUpdate tenant settingsA

Change tenant-wide settings, either from a settings file or one setting at a time (for example powerPlatform.governance.disableDeveloperEnvironmentCreationByNonAdminUsers). Affects the whole tenant: requires confirm: true. Runs 'pac admin update-tenant-settings' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: cwd, confirm, profile, background, +4 more.

cs_analyze_flow_healthAssess a flow's reliabilityA

How reliable a cloud flow is across its recent runs: failure rate, duration spread (median and 90th percentile), and which actions the failures concentrate on. The verdict distinguishes one broken step from failures spread across many actions, which points at a connection, throttling or an unreliable downstream system instead. Read-only. Use it before cs_explain_flow_run when the complaint is 'it fails sometimes' rather than 'it failed just now'. Uses the Power Automate service (cs_login scope 'flow'). Unverified against a live tenant.

Inputs: flowId (required), lastN, clientId, tenantId, +3 more.

cs_auth_whoShow the active pac auth profileB

Who pac is signed in as, and against which environment. Runs 'pac auth who' with the active pac auth profile.

Inputs: cwd, profile, background, timeoutSeconds.

cs_backup_tenantBack up the tenant configuration to filesA

Write the tenant's Power Platform configuration to local files for reference, diffing and source control: tenant settings, environments, DLP policies, environment groups, service principals, registered applications and app templates, plus per environment its details, solutions, agents, connections, security roles and platform backups. Read-only for the tenant; it only writes files. Runs as the admin account: pass 'profile' or set CPS_ADMIN_PROFILE. Each capture is independent, so a command the account cannot run is reported in 'skipped' and the rest still completes.

Inputs: dir (required), profile, clientId, tenantId, +6 more.

cs_bind_flow_connectionBind a flow's connectionA

Point one of a flow's connection references at a real connection, which is the step that lets a flow be switched on. Picks the reference and the connection for you when there is only one of each, and asks when there is a choice. Handles both shapes: a flow that names a connection directly is edited in place, while a flow that came from a solution has its connectionreference row bound instead. Pass activate: true to turn the flow on in the same call once it is bound. Changes a live environment: requires confirm: true.

Inputs: flowId (required), search, confirm, activate, +8 more.

cs_block_org_agentBlock or unblock an agent for the organisationA

Block an agent so nobody in the organisation can use it, or lift an existing block. This is a governance action across the whole tenant, not a deployment one: it does not unpublish or delete the agent, and it affects every user at once. Changes a live tenant: requires confirm: true. Needs the CopilotPackages.ReadWrite.All permission and runs against Graph beta, the only version that exposes it (cs_login scope 'graph_write'). Needs a Microsoft Agent 365 licence and is global-cloud only. Unverified against a live tenant.

Inputs: id (required), blocked (required), confirm, clientId, +2 more.

cs_build_flow_definitionBuild a flow definition from stepsA

Compose a Power Automate cloud flow definition from a step spec, without touching any environment: a trigger (agent-callable by default, or manual, HTTP, schedule or a connector trigger) plus steps (connector operations, HTTP calls, conditions, loops, scopes, variables, compose, terminate, response, or raw JSON). Steps run in order. Returns the definition, the connection references it needs and any notes, and can write it to a file. Feed the same spec to cs_create_flow to create the flow, or cs_update_flow to replace an existing one. Use cs_list_connectors and cs_describe_connector to find connector ids, operation ids and their parameters first.

Inputs: name (required), steps, outputs, trigger, +3 more.

cs_chatChat with the published agentB

Send one utterance to the published agent and return its replies (and raw activities). Use conversationId to continue. If the agent answers with a sign-in card, signInUrl is returned.

Inputs: utterance (required), botId, maxMs, clientId, +10 more.

cs_check_driftDetect portal changes since the last syncA

Find changes made directly in Copilot Studio after the workspace was last cloned, pulled or pushed. mode 'quick' (default) reads the agent's component rows from Dataverse and compares them with the sync stamp: which topics, tools and knowledge sources changed, by whom, when, whether the agent settings changed and whether there are unpublished changes; needs a cached cs_login, no pac. mode 'full' runs pac copilot clone into a temporary folder and classifies every file as local-modified, remote-modified or both (conflict) against the stamp, with unified diffs. Both are read-only. Resolve drift with cs_pull (three-way merge), then commit.

Inputs: mode, clientId, tenantId, keepClone, +2 more.

cs_check_solutionRun Solution CheckerA

Analyse solution zip files with the Power Apps Checker service (Solution Checker or AppSource Certification rule set) and write the results locally. Use as a quality gate before cs_deploy_solution. Runs 'pac solution check' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise). Only some inputs mutate; see the parameter descriptions.

Inputs: cwd, geo, path, confirm, +12 more.

cs_clone_agentClone an agent to diskA

pac copilot clone: download an existing agent into a sync-connected workspace (a subfolder named after the agent under outputDir). Needs a pac auth profile. Records a sync stamp (.mcs/cs-sync.json) that cs_check_drift and the cs_push preflight compare against.

Inputs: bot, outputDir, displayName, environment, +1 more.

cs_clone_solutionClone a solution into a projectA

Export a solution from the environment and unpack it into a solution project folder (source-control layout). Read-only for the environment. Runs 'pac solution clone' with the active pac auth profile.

Inputs: name (required), cwd, map, async, +9 more.

cs_compare_environmentsCompare a DTAP chainA

Snapshot every environment in an ordered chain (e.g. DEV, TEST, ACC, PROD) and compare each adjacent pair. Returns one report per pair plus the first stage where drift appears. Snapshots go to /, reports to /reports.

Inputs: dir (required), chain (required), agents, clientId, +7 more.

cs_compare_flow_runsCompare a failed flow run with one that workedA

Diff a failed run against a successful one to separate a data problem from a logic problem. Names the action where the two runs part company, lists every action whose status differs, and flags actions present in one run but not the other, which means the definition changed between them. With compareTriggerData it also reports which top-level keys of the trigger payload differ (key names only, never the values). The baseline defaults to the most recent successful run. Read-only. Uses the Power Automate service (cs_login scope 'flow'). Unverified against a live tenant.

Inputs: runId (required), flowId (required), clientId, tenantId, +5 more.

cs_compare_snapshotsCompare two snapshotsA

Offline diff of two snapshot folders: solution version, per-agent YAML differences (noise such as ids, audit info and connection ids removed), flows, connection references, environment variables, unpublished changes. Writes /-vs-.md and .json. failOnDrift returns an error result when drift is found (for pipeline gates).

Inputs: a (required), b (required), reportDir, failOnDrift, +3 more.

cs_create_agentCreate a new agentA

pac copilot init: create a new agent workspace on disk. Without 'environment' it is a local scaffold (no sign-in). With 'environment' it also creates the live agent and connects the workspace (needs pac auth profile and confirm: true). With 'solutionName' the agent is created inside that solution (existing unmanaged solution, or a new one with createSolution: true) via init, pack, import and clone; without it, pac puts the agent in a solution named after the agent. authoringMode 'classic' is the standard harness (topics, evaluations); 'cli-copilot' is the GitHub Copilot harness.

Inputs: name (required), confirm, template, background, +8 more.

cs_create_agent_from_templateCreate an agent from a templateA

Create a new agent in a solution from a template produced by cs_extract_agent_template. Runs 'pac copilot create' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: solution (required), schemaName (required), displayName (required), templateFile (required), +6 more.

cs_create_auth_profileCreate a pac auth profileA

Create a pac authentication profile. Non-interactive: service principal (applicationId + clientSecret + tenant), certificate, managed identity, or GitHub / Azure DevOps federation. Interactive (a person signing in, which is the usual way to add an admin account): pass name, environment and background: true - pac opens its own browser, the call returns a jobId at once, and cs_job_status reports when the profile exists. Without background this blocks until the sign-in finishes and the client will usually give up first. Device code needs a terminal: this server gives pac no stdin. Runs 'pac auth create' with the active pac auth profile.

Inputs: cwd, name, cloud, tenant, +14 more.

cs_create_connectionCreate a service-principal Dataverse connectionA

Create a Dataverse connection that authenticates with an app registration (application id + client secret) so flows and tools owned by a pipeline do not depend on a person. This is the only connection kind pac can create; connector connections (SharePoint, Outlook, MCP servers ...) are still authorised in the portal. Runs 'pac connection create' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: name (required), tenantId (required), clientSecret (required), applicationId (required), +6 more.

cs_create_deployment_settingsCreate or update deployment settingsB

pac solution create-settings: the JSON that maps every connection reference (to a connection id in the target environment) and environment variable (to a target value). Pass connectionReferences / environmentVariables to fill values; the result lists what is still unmapped.

Inputs: zip, regenerate, solutionDir, settingsFile, +3 more.

cs_create_flowCreate a cloud flowA

Create a new Power Automate cloud flow, from a step spec (see cs_build_flow_definition: trigger plus connector, HTTP, condition, loop, variable and response steps) or from a ready-made definition, optionally straight into a solution. The flow is created switched off, because a flow can only be activated once its connection references are bound: bind them, then cs_set_flow_state on. To let an agent call it, use a trigger of type Request/kind Skills and add it as a tool with cs_add_tool type 'flow'. Changes a live environment: requires confirm: true.

Inputs: name (required), steps, confirm, outputs, +12 more.

cs_create_solutionCreate an unmanaged solutionA

Create a new unmanaged solution (and its publisher if missing) in an environment by packing an empty solution manifest and importing it with pac. Use it to prepare the container before cs_create_agent with solutionName. Requires confirm: true.

Inputs: uniqueName (required), publisherPrefix (required), confirm, workDir, +3 more.

cs_create_test_set_csvCreate an evaluation test set (CSV for import)A

Write the CSV the portal's Evaluation page imports (columns Question, Expected response; max 100 cases). Test sets cannot be created through the API, so this file is imported once in the portal; runs and results are then automated via cs_run_evaluation. suggestFromWorkspace derives cases from topics, starters and knowledge.

Inputs: cases, workspace, outputPath, maxSuggested, +1 more.

cs_delete_agentDelete an agentB

pac copilot delete: permanently delete an agent from the environment. Requires confirm: true.

Inputs: bot (required), confirm, environment.

cs_delete_auth_profileDelete a pac auth profileB

Remove a pac auth profile by index or name (local credential store only). Runs 'pac auth delete' with the active pac auth profile.

Inputs: cwd, name, index, profile, +2 more.

cs_delete_connectionDelete a connectionA

Delete a connection by id. Flows and tools bound to it stop working until rebound. Runs 'pac connection delete' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: connectionId (required), cwd, confirm, profile, +3 more.

cs_delete_flowDelete a cloud flowA

Remove a cloud flow from the environment for good. Read it with cs_get_flow first: any agent tool that calls this flow will be left pointing at nothing, and a flow that is still switched on has to be turned off with cs_set_flow_state before Dataverse will delete it. A managed flow cannot be deleted this way; uninstall the solution it came in. Changes a live environment and cannot be undone: requires confirm: true.

Inputs: flowId (required), confirm, clientId, tenantId, +3 more.

cs_delete_solutionDelete a solutionA

pac solution delete: delete an unmanaged solution container (its components stay in the environment) or uninstall a managed one (its components are removed). Requires confirm: true.

Inputs: name (required), confirm, environment.

cs_deploy_pipelineDeploy through a Power Platform pipelineA

Start a pipeline deployment of a solution to a stage (the alternative to cs_deploy_solution when the tenant uses Power Platform pipelines). stageId comes from cs_list_pipelines. Runs 'pac pipeline deploy' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: stageId (required), newVersion (required), solutionName (required), currentVersion (required), +7 more.

cs_deploy_solutionDeploy a solution to another environment (1:1)A

pac solution import into the target environment using the deployment settings file, then publish every Copilot Studio agent from the solution. Source: a zip, or a solutionDir from cs_pull_solution (managed zip preferred when present unless unmanaged: true), or an unpacked srcFolder (packed first). Blocks when connection references or environment variables are unmapped unless allowUnmapped. Requires confirm: true.

Inputs: targetEnvironment (required), zip, confirm, srcFolder, +9 more.

cs_describe_connectorDescribe a connector's operationsA

Fetch (or read from cache) a connector's OpenAPI definition and list its operations with operationId, parameters (required, type, description) and response fields; marks MCP-capable connectors (x-ms-agentic-protocol). Exactly what cs_add_tool needs. Cached under .cs-catalog//connectors/.json and used by cs_validate.

Inputs: connector (required), refresh, clientId, tenantId, +4 more.

cs_describe_solutionDescribe a solutionA

Export a solution (unmanaged, async) and unpack it locally, then inventory everything inside: agents (with harness and component counts), bot components by kind, cloud flows, connection references, environment variables, custom connectors, other component folders. Read-only for the environment.

Inputs: name (required), workDir, environment.

cs_describe_workspaceDescribe the workspaceB

Inventory of an agent workspace: settings, instructions, topics (with trigger phrases), knowledge sources, tools, flows, triggers, variables, connection references, sync metadata.

Inputs: workspace.

cs_download_channel_manifestDownload the Teams / Microsoft 365 app packageA

Answer 'give me the Teams app package for this agent': download the channel manifest zip (manifest.json plus icons) for an agent published to the Microsoft 365 and Teams channel, the same file the portal offers as 'Download .zip', for sideloading or the Teams admin centre. Writes only the zip file; nothing in the environment changes. The agent must already be published to that channel. Follows the published Power Platform API reference; not yet verified against a live tenant.

Inputs: botId, channel, clientId, tenantId, +4 more.

cs_download_evaluation_snapshotDownload the agent content an evaluation run testedA

Answer 'what exactly did that evaluation run test?': download the agent content snapshot the run was scored against, as the service zipped it, so it can be compared with the workspace now (unzip, then cs_compare_snapshots or a file diff). Writes only the zip file; the environment is not touched. Follows the published Power Platform API reference; not yet verified against a live tenant.

Inputs: runId (required), botId, clientId, tenantId, +3 more.

cs_edit_knowledgeEdit a knowledge sourceA

Change a knowledge source file: name, description, site URL, includeSubPages, trigger condition (null removes it), additional search terms. The first call changes nothing: it returns the files it would write, as a diff against what is there now, for the user to approve. Call it again with the same arguments plus confirm: true to write them.

Inputs: knowledge (required), site, rename, confirm, +5 more.

cs_edit_toolEdit a toolA

Change an existing tool file: name, description, modelDescription / modelDisplayName (what the orchestrator routes on), operationId, connection mode or reference, output mode, and inputs (set / add / remove). Validates afterwards. The first call changes nothing: it returns the files it would write, as a diff against what is there now, for the user to approve. Call it again with the same arguments plus confirm: true to write them.

Inputs: tool (required), rename, confirm, addInputs, +10 more.

cs_edit_topicEdit a topicA

Change an existing topic in place, keeping its comment header: rename, description, trigger phrases (set / add / remove), priority, append or insert nodes (same node spec as cs_add_topic), remove top-level nodes by id. Validates the file afterwards. The first call changes nothing: it returns the files it would write, as a diff against what is there now, for the user to approve. Call it again with the same arguments plus confirm: true to write them.

Inputs: topic (required), rename, confirm, priority, +8 more.

cs_env_fetchRun a FetchXML queryA

Run a FetchXML query against Dataverse through pac (read-only), e.g. to inspect bot or botcomponent rows without an MSAL sign-in. Runs 'pac env fetch' with the active pac auth profile.

Inputs: cwd, xml, profile, xmlFile, +3 more.

cs_env_listList environments (pac)A

Environments visible to the active pac auth profile. The pac-based alternative to cs_list_environments, which needs a cs_login. Runs 'pac env list' with the active pac auth profile.

Inputs: cwd, filter, profile, background, +1 more.

cs_env_selectSelect the default environment for the pac profileA

Set the environment that pac commands use when none is passed (local profile setting). Runs 'pac env select' with the active pac auth profile.

Inputs: environment (required), cwd, profile, background, +1 more.

cs_env_whoShow environment details (pac)A

Organisation id, URL, version and the signed-in user for an environment. Runs 'pac env who' with the active pac auth profile.

Inputs: cwd, profile, background, environment, +1 more.

cs_explain_flow_runExplain a failed flow runA

Why one run of a cloud flow failed, in terms of the action that broke and what it was given. For each failed action it resolves the real error message - a failed connector action carries no error of its own, so the message is fetched from the action's outputs - classifies the failure as a connector, expression or timeout problem, and returns the inputs it was called with plus the outputs of the actions that ran just before it. Read-only. Start here when cs_list_flow_runs shows a failure. Uses the Power Automate service (cs_login scope 'flow'). Unverified against a live tenant.

Inputs: runId (required), flowId (required), clientId, tenantId, +4 more.

cs_extract_agent_templateExtract an agent templateA

Write a reusable YAML template from an existing agent (its topics, settings and components), for cs_create_agent_from_template in another environment or solution. Runs 'pac copilot extract-template' with the active pac auth profile.

Inputs: bot (required), templateFile (required), cwd, profile, +6 more.

cs_extract_translationsExtract translation filesA

Export the localisable strings of one or all agents as .resx or .json files, from the environment or from an unpacked solution folder. Runs 'pac copilot extract-translation' with the active pac auth profile.

Inputs: all, bot, cwd, format, +7 more.

cs_generate_instructionsGenerate agent instructions with an AI Builder promptA

Write the agent's instructions for it - the system prompt that decides how it answers. Builds a brief from purpose, audience, tone, capabilities, boundaries and examples, send it to an AI Builder prompt or model (pac copilot model predict; pick one with cs_list_prompts), and return the generated instructions. With apply: true the text is written into the agent's instructions (agent.mcs.yml, or settings.mcs.yml for cli-copilot), and only with confirm: true as well - without it the generated text comes back with the change it would make and the character count, and nothing is written. Pass currentInstructions/changeRequest (or refine: true to read the workspace) to revise existing instructions instead.

Inputs: tone, apply, refine, confirm, +12 more.

cs_get_evaluation_runGet an evaluation runC

Status and per-case results of an evaluation run, with a pass/fail summary per test method.

Inputs: runId (required), botId, clientId, tenantId, +3 more.

cs_get_flowRead one cloud flowA

Answer 'what does this flow actually do?': one flow's trigger and action names, its connection references, and the whole Power Automate definition when 'includeDefinition' is set. Read-only. Use it before cs_update_flow, and to see why a flow cannot be switched on. For what happened on a particular run, use cs_list_flow_runs and cs_explain_flow_run instead.

Inputs: flowId (required), clientId, tenantId, workspace, +3 more.

cs_get_flow_runRead one flow runA

One run of a cloud flow with its status, timing, trigger and error. Read-only. Uses the Power Automate service (cs_login scope 'flow'). Unverified against a live tenant.

Inputs: runId (required), flowId (required), clientId, tenantId, +2 more.

cs_get_org_agentRead one agent from the Microsoft 365 catalogueA

Full catalogue entry for one agent: metadata, element types, availability and deployment state, and whether it is blocked. The raw body is returned alongside the mapped fields, because the detail resource carries more than the list rows. Read-only (cs_login scope 'graph'). Needs a Microsoft Agent 365 licence and is global-cloud only. Unverified against a live tenant.

Inputs: id (required), version, clientId, tenantId, +1 more.

cs_get_test_setShow one evaluation test setA

Show one evaluation test set of an agent with its test cases. Read-only. testSetId comes from cs_list_test_sets. Runs 'pac copilot-studio get-maker-evaluation-test-set' with the active pac auth profile.

Inputs: botId (required), testSetId (required), cwd, profile, +3 more.

cs_get_transcriptRead one conversation transcriptB

The full turn list of one session: who said what, in order, with the topic and tool attributed to each turn where the transcript records them. Read-only.

Inputs: transcriptId (required), botId, clientId, tenantId, +2 more.

cs_guideHow to use this serverA

Explain how to do one part of Copilot Studio agent development with this server's tools: 'getting-started' (clone or create an agent and take it to a published, tested state), 'instructions' (write the agent's instructions, with AI Builder or by hand), 'knowledge' (add public site, SharePoint, Graph connector or file knowledge), 'tools' (find a connector operation, add the tool, bind its connection), 'topics' (deterministic conversations: triggers and the node types), 'flows' (build a cloud flow, bind its connections, run it, and work out why a run failed), 'evaluations' (test sets, runs and results, plus local conversation tests), 'publish-and-test' (publish the agent and chat with it), 'drift' (changes made in the portal since the last sync, and how to merge them), 'transcripts' (what real users asked, how those sessions ended, and turning the failures into a test set), 'solutions' (pull a solution, redeploy it elsewhere, compare environments), 'administration' (tenant administration with a separate admin account, and backing the tenant configuration up to files), 'troubleshooting' (the errors this server can return, and what each one means). Read the relevant topic when you do not know which tools a job needs or what order they go in; it names the tool for each step and the manual portal steps that cannot be automated. It only explains - it changes nothing and does no work, so when the user asked for something to be built, written or run, call the tool that does it rather than this one. Also returns next steps for the workspace at hand.

Inputs: topic, workspace.

cs_import_solutionImport a solution zipB

pac solution import of a packed agent (from cs_pack) into an environment. Mutates the environment: requires confirm: true.

Inputs: path (required), confirm, environment, forceOverwrite, +1 more.

cs_initStart a sessionA

Check whether this machine is ready to work: the pac CLI and .NET, which pac auth profile is active, which cloud resources have a usable token, the environment variables, the write policy in force, and the agent workspace it found, ending with the next steps for that workspace. Read-only. Call it once at the start of a session, and again when a tool fails and you need to know whether the CLI, the credentials or the workspace is the reason. It reports the state of the machine and nothing else: when the user asked for something specific - an agent, a flow, a solution, an environment, instructions - call the tool for that thing instead. cs_create_agent scaffolds or creates an agent; cs_guide explains a task.

Inputs: workspace.

cs_init_solution_projectCreate a solution projectA

Scaffold a Dataverse solution project (.cdsproj) on disk for source-controlled solution development. Runs 'pac solution init' with the active pac auth profile.

Inputs: publisherName (required), publisherPrefix (required), cwd, profile, +3 more.

cs_job_statusCheck a background jobA

The state of a job started with background: true - running, succeeded or failed - with the phases it has reached and, once finished, the result the tool would have returned. Read-only. Jobs live in the server process, so a restart loses them; pass recordFile to read the copy the job wrote to disk instead.

Inputs: jobId, recordFile.

cs_list_agentsList agentsA

List Copilot Studio agents in an environment. via 'pac' uses 'pac copilot list' (needs a pac auth profile); via 'dataverse' queries the bots table with the MSAL token. Default auto: pac when available, else dataverse.

Inputs: via, clientId, tenantId, ownerOnly, +3 more.

cs_list_auth_profilesList pac auth profilesA

The pac authentication profiles on this machine, which one is active, and which account each belongs to. Use it to find the name of the admin profile to pass as 'profile' to the admin tools. Read-only.

Inputs: no named parameters.

cs_list_connectionsList connectionsA

pac connection list: connections that exist in an environment (id, connector, owner). Use the ids to map connection references in a deployment settings file before cs_deploy_solution.

Inputs: environment.

cs_list_connectorsList connectors available in an environmentB

The environment's connector registry (the same list the portal's Add a tool shows): Microsoft-published and custom connectors, with an mcpLikely flag for MCP servers. Cached under .cs-catalog//connectors.json for offline use; with search and no sign-in, falls back to the offline seed of public connectors.

Inputs: search, mcpOnly, offline, refresh, +5 more.

cs_list_environmentsList environmentsB

List Power Platform environments the signed-in user can access (BAP API), with Dataverse URLs.

Inputs: clientId, tenantId.

cs_list_evaluation_runsList evaluation runsC

Previous evaluation runs for the agent.

Inputs: botId, clientId, tenantId, workspace, +1 more.

cs_list_flow_runsList flow runsA

Answer 'when did this flow last run, and did it work?': the run history of one cloud flow, most recent first, with status, start and end time, duration and the error of a failed run. Read-only. Use it to find the run you care about, then cs_explain_flow_run on that run to learn why it failed. Uses the Power Automate service, which is a separate sign-in from Dataverse (cs_login scope 'flow'). Unverified against a live tenant.

Inputs: flowId (required), top, clientId, tenantId, +2 more.

cs_list_flowsList cloud flowsA

Answer 'which flows are there?': every cloud flow in the environment with its state, owner and last change, so you can see what the agent's flow tools can call and what a solution import left switched off. Read-only. This is the inventory only. For one flow's contents use cs_get_flow; for its execution history use cs_list_flow_runs; for the cause of a failure use cs_explain_flow_run.

Inputs: top, search, clientId, tenantId, +4 more.

cs_list_org_agentsList agents in the Microsoft 365 catalogueA

Every agent in the organisation's Microsoft 365 catalogue, across environments, with the things Power Platform cannot see: who the agent is available to, where it is deployed, and whether an admin has blocked it. Defaults to agents built in Copilot Studio; pass platform: 'all' to include the Agent Builder and acquired apps. Read-only. Uses Microsoft Graph, a separate sign-in from Dataverse (cs_login scope 'graph'). Needs a Microsoft Agent 365 licence and is global-cloud only. Unverified against a live tenant.

Inputs: top, host, filter, version, +7 more.

cs_list_pipelinesList Power Platform pipelinesA

List the pipelines that can deploy from an environment, or the stages of one pipeline. Read-only. Runs 'pac pipeline list' with the active pac auth profile.

Inputs: cwd, profile, pipeline, background, +2 more.

cs_list_promptsList AI Builder prompts / modelsB

pac copilot model list: AI Builder models (including custom prompts) in the environment, with ids for cs_add_tool type 'prompt'.

Inputs: search, activeOnly, environment.

cs_list_solutionsList solutionsB

pac solution list: solutions in an environment with version and managed flag. Needs a pac auth profile.

Inputs: environment, includeSystem.

cs_list_test_setsList evaluation test setsC

Power Platform API: test sets defined for the agent (standard harness).

Inputs: botId, clientId, tenantId, workspace, +1 more.

cs_list_transcriptsList conversation transcriptsA

Sessions people had with the published agent, newest first: when, how many turns, the first thing the user asked, which topics and tools fired, and how the session ended. Read-only. Needs a cached cs_login. Use it to find the session behind a bad answer, then cs_get_transcript for the full turn list.

Inputs: top, days, botId, search, +5 more.

cs_loginSign in (MSAL)A

Acquire a Microsoft Entra token for the cloud tools (evaluations, environments, agents, publish, chat, drift). mode 'interactive' (default) starts a browser sign-in and returns within waitSeconds: status 'ok' when it completed, otherwise status 'pending' with the sign-in URL. If no browser opened, show the user that URL to open on the machine running this server; the page redirects to localhost and the login completes in the background (check cs_login_status or call any cloud tool). mode 'device_code' returns a code to enter at microsoft.com/devicelogin (some tenants block this flow). Not needed for pac commands, which use 'pac auth create'.

Inputs: mode, scope, clientId, tenantId, +4 more.

cs_login_statusSign-in statusA

Answer 'am I signed in?' for the cloud tools: the cached MSAL accounts, and whether a browser or device-code sign-in is still pending, with its URL or code; optionally wait for it to complete. For the separate pac sign-in, cs_auth_who.

Inputs: wait, tenantId, workspace.

cs_logoutSign outB

Remove cached MSAL accounts for the tenant.

Inputs: tenantId.

cs_lookup_schemaLook up the YAML schemaB

Inspect the Copilot Studio authoring schema: summarize or resolve a definition (e.g. Question, SearchAndSummarizeContent, KnowledgeSourceConfiguration), search by keyword, or list all kinds.

Inputs: name, depth, search, resolve, +1 more.

cs_merge_translationsMerge translation filesA

Import translated .resx or .json files back into one or more agents (environment or unpacked solution folder). whatIf previews the merge without writing. Runs 'pac copilot merge-translation' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise). Only some inputs mutate; see the parameter descriptions.

Inputs: files (required), cwd, whatIf, confirm, +7 more.

cs_pacRun any pac commandA

Escape hatch: run 'pac <args...>' directly. Read-only commands (list/who/status/help) run immediately; anything else needs confirm: true. 'profile' runs it as another pac auth profile, for example the tenant admin account.

Inputs: args (required), cwd, confirm, profile, +1 more.

cs_packPack workspace into a solution zipB

pac copilot pack: local-only packaging of the workspace into a Dataverse solution .zip (no sign-in). Also a cheap structural check of the workspace. outputPath must be outside the workspace.

Inputs: publisherPrefix (required), workspace, outputPath, solutionName.

cs_pack_solutionPack an unpacked solution folderC

pac solution pack: zip an unpacked source folder (after local edits) so it can be deployed.

Inputs: zip (required), folder (required), packagetype.

cs_publishPublish the agentA

Make the agent's current draft visible to real users on its channels - the tool for 'go live', 'release it' and 'make my changes live'. It publishes what is already in Copilot Studio, so send local edits up with cs_push first. via 'pac' runs 'pac copilot publish'; via 'dataverse' calls the PvaPublish action with the MSAL token and polls until publishedon changes. Requires confirm: true.

Inputs: via, botId, confirm, clientId, +6 more.

cs_publish_customizationsPublish all customizationsB

Publish every unpublished customization in the environment (the 'Publish all customizations' button). Runs 'pac solution publish' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: cwd, async, confirm, profile, +4 more.

cs_pullPull remote changesA

pac copilot pull: three-way merge of server changes into the local workspace (also downloads knowledge files). Run before editing and before pushing. Records a sync stamp (.mcs/cs-sync.json) so cs_check_drift can tell later portal changes from yours; commit the workspace afterwards to keep a reviewable history.

Inputs: workspace.

cs_pull_solutionPull a whole solution locallyA

Export the solution (unmanaged and optionally managed), unpack it to /src, write /solution.json, generate deployment-settings.json (connection references + environment variables to map), and clone every agent in the solution into /agents/ as a sync-connected workspace. This is the input for cs_deploy_solution.

Inputs: name (required), targetDir (required), background, cloneAgents, +2 more.

cs_pushPush local changesA

Send local file changes up into the agent's draft in Copilot Studio - topics, knowledge files, flows, connection references - so the draft matches your workspace (pac copilot push). This is the tool for 'upload', 'send my changes up' and 'sync my edits'. It only moves files into the draft; cs_publish is the separate step afterwards. Validates YAML first and blocks on errors unless force. The dry run also reports components changed in Copilot Studio since the last sync (quick drift check, needs a cached cs_login); when one of those also changed locally the push is blocked unless force. Changes the agent in Copilot Studio: requires confirm: true.

Inputs: force, confirm, workspace.

cs_quarantine_agentQuarantine or release an agentA

Put an agent in quarantine (users cannot talk to it) or release it. Admin operation. Runs 'pac copilot quarantine' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: botId (required), cwd, confirm, profile, +4 more.

cs_reassign_agent_ownerReassign an agent's owner in its environmentA

Make another person the owner of a Copilot Studio agent in its Power Platform environment, so they can edit, publish and manage it there. Admin operation. cs_reassign_org_agent is a separate tool for the Microsoft 365 side. Runs 'pac copilot-studio reassign-copilot-agent' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: botId (required), newOwner (required), cwd, confirm, +4 more.

cs_reassign_org_agentReassign a catalogue agent's ownerA

Hand ownership of an agent in the Microsoft 365 agent catalogue to another user, by their Entra object id. Used when the owner leaves the organisation. The agent's owner inside a Power Platform environment is cs_reassign_agent_owner. Changes a live tenant: requires confirm: true. Needs CopilotPackages.ReadWrite.All and runs against Graph beta (cs_login scope 'graph_write'). Needs a Microsoft Agent 365 licence and is global-cloud only. Unverified against a live tenant.

Inputs: id (required), userId (required), confirm, clientId, +2 more.

cs_remove_componentRemove a component from the workspaceA

Delete a topic, knowledge source, tool, trigger, variable or flow from the workspace files (the live agent changes on the next cs_push). For tools, the connection reference is dropped too unless another tool uses it. Reports topics that still redirect to a removed topic. Deletes files: requires confirm: true.

Inputs: kind (required), name (required), confirm, workspace, +1 more.

cs_review_agentReview the agent for common mistakesB

Judge whether the agent is any good and say what to improve, as a score out of 10 with a fix for each finding: instructions present and sized, escalation and fallback topics, trigger phrase count and overlap, tool descriptions and name collisions, unbound connections, authentication versus private knowledge, web browsing with internal sources, orchestration off with tools, duplicate names, credentials in YAML, pack-only workspace. Returns a score, findings with fixes, and optional Markdown.

Inputs: markdown, workspace, reportPath.

cs_run_conversation_testsRun local conversation testsA

Run a YAML test file (tests: name, utterance, expect, continueConversation) against the published agent through cs_chat and report pass/fail. expect asserts on wording (contains, containsAny, notContains, regex, minLength, noSignIn) and on what the agent did (usedTool, notUsedTool, usedTopic, notUsedTopic, citedKnowledge), so a test can tell a real tool call from an answer that merely sounds right. Every result reports the observed topic, tool and citations whether or not it asserted on them. The CLI-native complement to portal evaluations. Pass writeExample to create a starter file.

Inputs: file, botId, tests, clientId, +11 more.

cs_run_evaluationRun an evaluationA

Start an evaluation run for a test set (draft agent by default, or the published one). Optionally wait for completion and return the summary. mcsConnectionId runs it signed in as a user profile (the id of that user's Copilot Studio connection) so authenticated knowledge and tools answer; toolsConnections picks the connection each connector tool uses. Counts against the 20 runs per agent per 24h limit: requires confirm: true.

Inputs: testSetId (required), wait, botId, confirm, +9 more.

cs_run_flowStart a flow runA

Start a run of a manually triggered cloud flow, with an optional payload. Only flows whose trigger is manual or agent-callable can be started this way; scheduled and event-driven flows run on their own. Whatever the flow does (sending mail, writing records) happens for real, so this changes a live environment: requires confirm: true. Uses the Power Automate service (cs_login scope 'flow'). Unverified against a live tenant.

Inputs: flowId (required), confirm, payload, clientId, +4 more.

cs_select_auth_profileSelect the active pac auth profileB

Make a pac auth profile the active one, by index (cs_init lists them) or name. Runs 'pac auth select' with the active pac auth profile.

Inputs: cwd, name, index, profile, +2 more.

cs_set_flow_stateTurn a cloud flow on or offA

Switch a flow on (Activated) or off (Draft). This is the step a solution import leaves for you: flows whose connection references were unbound at import time land switched off. A flow can only be turned on once its connections are bound and its definition is valid. Changes a live environment: requires confirm: true.

Inputs: state (required), flowId (required), confirm, clientId, +4 more.

cs_set_solution_versionSet the solution version in Solution.xmlA

Update the version in a local unpacked solution's Solution.xml, explicitly or by strategy (gittags, filetracking, solution). Local file change only. Runs 'pac solution version' with the active pac auth profile.

Inputs: cwd, profile, filename, strategy, +5 more.

cs_set_tool_presetChoose how many tools are offeredA

Answer 'there are too many tools': narrow, or restore, the tool list for the rest of this session. The full list is 146 tools and about 50k tokens of schema, which crowds a smaller model's context and makes it choose worse. Presets: core (the loop that builds an agent and gets it live), authoring (local files only), admin (tenant administration), solutions (moving solutions between environments), full (everything). Read-only: it changes nothing in any environment and no tool is lost, only hidden. Ask the user before calling it.

Inputs: preset (required), keep.

cs_snapshot_environmentSnapshot an environmentA

Capture one environment into a folder for comparison or history: solution version, every agent cloned with pac copilot clone (agents/), and, when signed in, flows, connection references, environment variables and publish state. Read-only for the environment.

Inputs: dir (required), label (required), environment (required), agents, +5 more.

cs_solution_online_versionRead or set the online solution versionA

Without solutionVersion: read the version of a solution in the environment. With it: set that version (mutating). Runs 'pac solution online-version' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise). Only some inputs mutate; see the parameter descriptions.

Inputs: solutionName (required), cwd, confirm, profile, +4 more.

cs_statusAgent provisioning statusC

pac copilot status for an agent id.

Inputs: botId, workspace, environmentId.

cs_summarize_transcriptsSummarise how the agent is doing in productionA

Aggregate over recent sessions: how they ended, the escalation rate, average turns, how many never matched a topic, the topics and tools that actually fire, and the questions behind the sessions that went badly. Read-only. This is the input for deciding what to fix next, and for cs_create_test_set_csv fromTranscripts.

Inputs: top, days, topN, botId, +4 more.

cs_sync_solutionSync a solution project from the environmentA

Re-export the solution and update an existing unpacked solution folder or .cdsproj with the environment's current state. Read-only for the environment. Runs 'pac solution sync' with the active pac auth profile.

Inputs: cwd, map, async, include, +8 more.

cs_test_set_from_transcriptsBuild an evaluation test set from real conversationsA

Write the portal's import CSV from questions people actually asked, most frequent first, instead of guessing from the workspace. onlyFailed (default true) keeps the sessions that escalated, went unanswered or were abandoned, which are the ones worth turning into regression cases. Read-only apart from writing the file; import it once in the portal, then cs_run_evaluation automates the runs.

Inputs: top, days, botId, clientId, +6 more.

cs_update_agentUpdate the agent's settingsA

Edit agent.mcs.yml (standard harness): instructions, display name, conversation starters, model hint, and the settings the portal groups under responses and generative AI: response instructions (wording and formatting), response mode, conversation history, capability toggles (web browsing, code interpreter, image generation, Teams / SharePoint / email / meeting / people search), whether the model may use its own general knowledge, content moderation level, file analysis and semantic search. The first call writes nothing: it returns the change - the current lines against the proposed ones, and the instruction character count against the 8000 the product allows - and the file is written on a second call with confirm: true. Local file change; cs_push applies it. For GitHub Copilot harness (cli-copilot) workspaces the instructions go into settings.mcs.yml.

Inputs: confirm, history, workspace, displayName, +14 more.

cs_update_connectionUpdate a service-principal Dataverse connectionA

Rotate the app registration or secret behind a service-principal Dataverse connection. Runs 'pac connection update' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: tenantId (required), clientSecret (required), connectionId (required), applicationId (required), +6 more.

cs_update_flowUpdate a cloud flowA

Change a flow's name, description or definition in the environment. Pass 'steps' (and optionally 'trigger') to rebuild the definition the way cs_build_flow_definition does, or 'definition' for a ready-made one; either replaces properties.definition inside the existing clientdata and keeps the connection references. 'clientData' replaces the whole document. Read the current one with cs_get_flow includeDefinition first. Managed flows cannot be edited in place; edit them in their source environment or through a solution. Changes a live environment: requires confirm: true.

Inputs: flowId (required), name, steps, confirm, +12 more.

cs_update_settingsUpdate settings.mcs.ymlA

Set values in settings.mcs.yml by dot path, e.g. {"configuration.settings.GenerativeActionsEnabled": true}. Do not change authoringModel/recognizer/template. The first call changes nothing: it returns the files it would write, as a diff against what is there now, for the user to approve. Call it again with the same arguments plus confirm: true to write them.

Inputs: patch (required), confirm, workspace.

cs_upgrade_solutionApply a staged solution upgradeA

Complete a managed solution upgrade that was imported as a staged upgrade (pac solution import --stage-and-upgrade or the portal's 'Stage for upgrade'). Runs 'pac solution upgrade' with the active pac auth profile. Mutates a live environment: requires confirm: true (a dry run otherwise).

Inputs: solutionName (required), cwd, async, confirm, +5 more.

cs_validateValidate workspace YAMLA

Structural validation of every component file against the Copilot Studio authoring schema (kinds, unknown/missing properties, duplicate ids, placeholders, Power Fx prefixes, variable scopes) plus cross-file checks (connection references, topic redirects). Answers 'is anything broken in these files?'; it only reads them and sends nothing anywhere. cs_push runs it itself and blocks on errors.

Inputs: file, workspace.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

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    TDQS

    B3.4/5.0

    Scored across 148 tools

    Disambiguation4/5

    Descriptions are unusually thorough and explicitly cross-reference siblings (e.g. cs_list_flow_runs vs cs_get_flow vs cs_explain_flow_run, cs_pull vs cs_publish), which resolves most confusion. However, with 148 tools there are several genuinely close pairs an agent could misselect: cs_list_environments / cs_env_list / cs_admin_list_environments, cs_list_agents / cs_list_org_agents, cs_reassign_agent_owner / cs_reassign_org_agent, cs_deploy_solution / cs_deploy_pipeline, and cs_admin_assign_user / cs_admin_assign_users / cs_admin_assign_group.

    Naming Consistency5/5

    Every tool uses the uniform cs_ prefix with snake_case and a near-consistent verb_noun or verb_noun_qualifier pattern (cs_create_agent, cs_list_flows, cs_delete_flow, cs_admin_create_environment). The namespace grouping by domain (cs_admin_*, cs_solution_*, cs_flow_*) is predictable and readable.

    Tool Count1/5

    148 tools is a severe overload for any single server; the server itself concedes this by shipping cs_set_tool_preset to hide ~50k tokens of schema because the full list crowds a model's context and degrades selection. This is exactly the extreme-mismatch case the rubric flags at 50+ tools.

    Completeness5/5

    Coverage is exceptional across the whole lifecycle: agent authoring/editing, knowledge, tools, flows, connections, solutions, pipelines, publishing, drift, evaluations, transcripts, and full tenant administration with backup/restore/governance. Almost no dead ends exist; the gaps are portal-only actions that are explicitly called out as such.

    Maintenance

    ActivityNo data
    ResponsivenessOutdated data

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