Connect TrialStack Catalyst to Microsoft 365 Copilot

Connect Microsoft 365 Copilot to ask questions about your TrialStack data and prepare governed changes.

Your Microsoft 365 administrator must allow custom apps and Copilot access. You also need a TrialStack account with Catalyst access.

TrialStack provides an app package for this connection. It uses the following address:

https://api.trialstack.com/mcp

Add the TrialStack app

If you are a TrialStack administrator or developer, build the package from the TrialStack repository:

plugins/trialstack-catalyst/microsoft365/build-package.sh

Upload the generated ZIP through Microsoft 365 Agents Toolkit or the Microsoft 365 admin center. After your administrator makes the app available, open TrialStack Catalyst in Microsoft 365 Copilot and connect your TrialStack account.

Each person signs in with their own TrialStack account. The package does not contain a shared password or secret.

Alternative: create a declarative agent

In Microsoft 365 Agents Toolkit:

1. Create or open a declarative agent.
2. Select Add an Action → Start with an MCP Server.
3. Enter the Catalyst endpoint.
4. Select OAuth (with dynamic registration).
5. Authenticate and add the discovered actions.

This option is intended for Microsoft 365 administrators and developers. See Microsoft’s guides for building MCP plugins and remote MCP connectors for current tenant and publication requirements.

What to expect

You can use Catalyst even when your Microsoft 365 client does not display interactive MCP widgets. The conversation still shows the information and change previews you need.

Make your first request

Use TrialStack Catalyst to list my available organizations. Do not make changes.

If the organization list appears, the connection works. Select one and ask a read-only question. For a change, ask Copilot to show a preview without applying it. Approve the preview only in your next message.

See Model Context Protocol (MCP) for access, approvals, and troubleshooting.