Add FO Semantic Search to Microsoft Copilot Studio

Step-by-step guide to integrate the F&O Semantic Search MCP server with your Copilot Studio agent

Prerequisites

Add MCP Server to Copilot Studio

In your Copilot agent, go to Tools → Add a tool → Model Context Protocol, then fill in the server details.

Server name FO Semantic Search
Server description Semantic search over Microsoft Dynamics 365 Finance & Operations standard artifacts including tables, forms, classes, data entities, EDTs, and enums. Searches 140,000+ indexed F&O artifacts with AI-generated business descriptions and cross-references.
Server URL https://mcp.xplusplus.ai/mcp
Authentication Select API key
Type Select Header
Header name X-API-Key
Add MCP Server dialog with configuration fields
Fill in the server details and select API key authentication with Header type

Create Connection

After the server is added, you'll see the FO Semantic Search tool. Click "Create new connection" to set up the authentication.

Add tool dialog showing Create new connection
Click "Create new connection" to configure your API key

Enter Your API Key

In the connection dialog, enter your API key from xplusplus.ai and click Create.

Enter API key dialog
Enter your API key and click Create
Don't have an API key?

Visit xplusplus.ai/user/login to sign up and get your API key.

Add and Configure

Once connected (green checkmark), click "Add and configure" to add the tool to your agent.

Connection successful, Add and configure button
Connection successful - click "Add and configure" to proceed

Verify Tool Discovery

Copilot Studio will automatically discover the search_fo_artifacts tool. You should see it listed in the Tools section.

Tool configuration showing search_fo_artifacts discovered
The search_fo_artifacts tool is automatically discovered from the MCP server
Tool not showing?

Click the refresh icon next to "Tools" header. If still not showing, try removing and re-adding the MCP server.

Setup Complete

Your FO Semantic Search tool is now enabled and ready to use. The tool will appear in your agent's tools list.

Tools list showing FO Semantic Search enabled
FO Semantic Search is now enabled for your agent

Setup Complete!

Your Copilot agent can now search 140,000+ F&O artifacts with AI-powered semantic search.

Test Your Agent

Click Test in the top-right corner to try out the semantic search. Ask questions about F&O artifacts!

Example Queries to Try:

"CustTable customer master" - Get detailed info about the customer master table
"sales order posting" - Find classes that handle sales order posting
"customer credit limit validation" - Understand the credit limit validation workflow
"inventory transaction tables" - Find inventory-related tables
Test showing CustTable query with results
Testing the agent with "CustTable customer master" query
Test showing credit limit validation query
Testing with "customer credit limit validation" - shows workflow explanation

Tool Parameters Reference

Parameter Description
query Natural language search query (required). Example: "customer credit limit table"
artifact_types Filter by type: Table, Form, Class, EDT, Enum, DataEntity, View, Query
limit Number of results (1-50, default: 10)
threshold Minimum relevance score 0-1 (default: 0.5)
filters.foName Exact artifact name filter (e.g., "CustTable")

Need an API Key?

Sign up for free to get your API key and start searching F&O artifacts.

Get Your API Key