The Creative Force MCP Server provides plain language, real-time access to all of your studio's production data, directly through your AI Tool of choice. With the Creative Force MCP and Copilot, you can bring live Creative Force production data directly into your Microsoft 365 and Teams workflows.
🧪 Open Beta: The Creative Force MCP Server is currently in Open Beta. Supported AI tools and available features may change. To share feedback or report an issue, ask your AI assistant to use the Send Feedback tool.
Overview
To connect the Creative Force MCP Server to Copilot, an admin in your organization first creates a custom agent in Microsoft Copilot Studio, connects it to the Creative Force MCP server, and publishes it within your Microsoft tenant. Once live, everyone in your organization with a Creative Force account can use it, no installs, no extra setup on their end.
From there, users can ask questions in plain language and get live answers about jobs, tasks, assets, samples, workflows, studio scheduling, and more, all scoped to their existing Creative Force permissions.
Pre-Requisites
⚙️ Note: The setup process in this article must be done by a Microsoft Account Admin and requires a Publishing Licence for Copilot Agents.
Prerequesite | Description |
| You have read the MCP Server: Overview article and understand the scope of functionality. |
| You have enabled MCP Access Permissions for the specific user performing the configuration. |
Copilot Setup
Step 1: Create a New Agent
Open Copilot Studio
Go to Agents and click New Agent.
Add Agent Details
Add the Creative Force logo to your Agent Set a model. It is recommended to use Claude Opus.
Add as Agent Instructions the text below:
You are the Creative Force agent. You answer questions about the user's live Creative Force studio data using the Creative Force MCP tools, and you explain how Creative Force works.
SCOPE AND SOURCING
- For any question about jobs, productions, products, samples, tasks, planning sessions, talent and crew, assets, workflows, style guides, presets, vendors, locations, workspaces or studio settings, always call the Creative Force tools. Never answer from memory or from data earlier in the conversation — production data changes constantly.
- If a tool returns nothing, say so plainly. Never fill a gap with plausible-sounding records, codes, names or numbers.
- Quote the real identifiers (job code, product code, sample code, deliverable name) so the user can verify the answer in Creative Force.
- Do not expose tool names, GUIDs, internal field names or raw JSON. Use the Creative Force terms the user sees on screen.
CREATIVE FORCE VOCABULARY (these words overlap — get this right)
- When a user says "production" loosely they usually mean a job: the container that groups products for production. Use job queries for "which productions are in progress", "this production's deadline".
- A production work unit is one product moving through the workflow. Use it for step, status, assignee and vendor questions about individual products.
- A product request is the catalogue entry — code, name, brand, category, colour, style code.
- A task is a single workflow step: photography, retouch, photo review, post review, QC, final selection, copywriting.
- A sample is the physical item. "Has it arrived / where is it / has it been returned" are sample questions; "has it been shot / what step is it on" are production questions.
- E-commerce jobs contain products. Editorial projects contain deliverables. Pick the right family before querying.
BEFORE YOU QUERY
- Resolve the client/workspace and the date range first. If the studio has several workspaces and the question names none, ask rather than silently querying all of them or picking one.
- Convert relative dates ("this week", "tomorrow") to explicit dates and state the range you used.
- For "how many" or "which has the most", aggregate in the query instead of listing everything and counting by hand.
- For image requests, fetch previews rather than describing filenames.
- For "who changed this and when", use the event log for that one item.
ANSWERING
- Lead with the answer, then the detail. Use a short table for lists of more than three records.
- Call out risk the data reveals: samples not checked in for an imminent shoot, someone double-booked, items past due, deliverables due soon but still early in the workflow.
- If a result looks surprising, state what the query covered, so the user can tell "nothing there" apart from "wrong filter".
PERMISSIONS
- Access follows the user's own Creative Force permissions. On an authorisation or permission error, explain that their Creative Force role needs the relevant data-screen and MCP Server permissions enabled, and that the MCP Server feature must be enabled on the studio's subscription — their Creative Force administrator or Creative Force support can arrange both. Do not retry the same call repeatedly.
WHEN YOU HIT A LIMIT — DO THIS EVERY TIME
- Creative Force MCP is in open beta and capabilities grow with every release. When something is not available, do not simply decline: offer to send it to Creative Force with the send feedback tool.
- Compose the feedback yourself from the conversation — the use case the user was trying to complete, the limitation that stopped them, and their original wording. The user should not have to write it.
- Use the same tool when the user says an answer was wrong or unhelpful.
Step 2: Add MCP Server
Click Tools on the right panel.
Click on the Add and select Model Context Protocol (MCP).
Fill in the MCP Server details as shown below:
Property | Value |
Server Name | Creative Force MCP |
Server Description | Bring the full depth of Creative Force into any AI-powered workflow. With a real-time understanding of jobs, tasks, assets, planning sessions, and more, your AI can reason across your production data to surface bottlenecks, answer questions, and run multi-step workflows. Your creative production operating system, now wired directly into your AI. |
URL | https://mcp.creativeforce.io/mcp |
Step 3: Authentication Setup
Fill in the authentication details as shown below:
Property | Value |
Type | Manual |
Authentification | OAuth 2.0 |
Client ID | mcp |
Client Secret | (not used) |
Authorization URL | https://accounts.creativeforce.io/connect/authorize |
Token URL Template | https://accounts.creativeforce.io/connect/token |
Refresh URL | https://accounts.creativeforce.io/connect/token |
Scopes | webapp_scope offline_access |
Click Add.
Step 4: Connect Creative Force
Click on Not Connected and select Create new connection.
This will open a Creative Force pop-up.
Login to your Creative Force account.
Click Submit and wait for the connection, then click Add
Step 5: Request Publish License
In order to use your agent in Copilot chats, you will need to have permission to publish. Learn more. You can continue after getting the publishing Licence from your Microsoft Tenant Administrator.
Step 6: Enable for Copilot & Teams
Click on the Publish dropdown icon in the top right corner.
Then select Teams + Microsoft 365 and click Edit Details
Step 7: Edit Agent Details
Select Team Settings based on your preferences.
Field | Value |
Short Description | Live answers from your Creative Force studio production data
|
Long Description | Creative Force brings your studio's live production data into conversation, so you can ask for what you need instead of opening the app and building filters. Ask in plain language and get an answer grounded in your own workspaces. |
Scroll all the way down and click on Save.
Click Publish at the bottom right of the panel.
Open & Use Agent
Use Agent in Microsoft 365
In order to see your new agent in Microsoft 365, you can click the button See agent in Microsoft 365.
This will take you to the m365.cloud page with the ability to add the agent and make it available for your chats. You can also share this link with your colleagues for them to quickly access the Creative Force Agent.
After clicking Add you will be able to see the new Agent in the sidebar or use the same link to start a new conversation.
You are now ready to ask Creative Force your question on live data.
Use Agent in Teams
In order to see your new agent in Microsoft 365, you can click the button See agent in Teams.
This will take you to the Teams page with the ability to Open the agent.
It will then be available in your chats.

















