Open Copilot Studio and for more details about adding a custom connector, refer to https://learn.microsoft.com/en-us/microsoft-copilot-studio/mcp-add-existing-server-to-agent.
NOTES:
To add custom MCP connectors, you need a paid subscription to Microsoft Copilot Studio.
Ensure that you select the Claude Anthropic model while creating the Agent to which you’ll add iManage MCP connectors.
Exact details about adding custom connectors aren’t provided here because the UI and the steps may differ depending on various factors including your subscription and account type and whether you're on Windows or macOS.
For the latest information, always refer to the Microsoft Copilot Studio documentation.
As needed, enter the following details:
Server name: <Name of the iManage connector>
Server description: (Optional) Enter a description for the iManage connector.
Server URL:
Add the URL of any of the MCP connectors (iManage Work, iManage MCP Search, and iManage Insight+):
For an overview of the available connectors, refer to Adding iManage connectors for MCP-enabled clients.
NOTE: If your company uses a custom subdomain, add it and use a dot (.) between the custom subdomain and the domain (cloudimanage) for all three URLs.Example:
If your custom subdomain is ajubalaw, the URL to add the iManage Work connector would be https://ajubalaw.cloudimanage.com/mcp/work.Authentication: Select OAuth2 > Dynamic discovery.
Provide your iManage credentials and sign in when prompted.
Currently, only read permissions are available and selected by default. To allow Copilot Studio to connect to iManage with those permissions, select Authorize. A success message is displayed.
iManage Search is listed on the Tools tab and all available tools for the iManage MCP Search connector are also listed along with their description.
CAUTION: Depending on the permissions check boxes selected while authorizing, some or all tools may be available for your MCP-enabled client.
For more information about all the iManage connector tools available when you grant all permissions (by selecting the Allow All check box), refer to Tools available for each MCP connector.
Repeat the above steps for each iManage connector you want to add.