Deploy the Q.wiki Assistant via MCP in Microsoft Copilot (new Copilot Studio experience)

Modified on Fri, 21 Aug at 11:22 AM

Built, published and rolled out to your whole organization in about 30 minutes.

How it works:  You create an agent in Microsoft Copilot Studio, add our instructions and best-practice skills, connect it to your Q.wiki via the MCP interface – and make it available to all users in Microsoft 365 Copilot and Microsoft Teams. Background and special cases: see the  FAQ  .

The screenshots in this article show the German interface – the steps below use the English labels.

What you need

AreaRequirement
Q.wikiThe add-on module  “API / MCP”  is booked and activated (  details  ).
Skill packageDownload the skill ZIP files from this article’s attachments
Licenses & creditsCopilot Studio access for you as the maker and Copilot Credits billing set up in your tenant – who needs what is summarized under  Licenses & costs  .
Microsoft adminThe  Global Administrator  role for approval and rollout (part 2).
 Important – to be prepared by your Microsoft admin:  ① set up Copilot Credits (  Licenses & costs  ), ② enable external models if needed (  path in the FAQ  ), ③ your Copilot Studio access if needed.
 Overview 
  1.  Create & publish the agent   – you as the maker · steps 1–8 · approx. 30 min. 
  2.  Approve & roll out   – your Microsoft admin · steps 9–10 

More information:  User experience  ·  Licenses & costs  ·  FAQ  ·  Troubleshooting 

Part 1: Create and publish the agent

 1  Open the new Copilot Studio experience

  1. Open  copilotstudio.microsoft.com  and sign in with your work account.
  2. Enable the  “New experience”  toggle in the top-right corner – or click  “Try now”  in the banner.

 2  Create a new agent

  1. Click  “New agent”  and, under  “Optimize business processes”  , choose the option  “Agent”  (labeled “Uses Copilot Credits”) –  not  “Create with standard orchestration” (the classic agent type).
  2. Name it  Q.wiki Assistant  .

 3  Set the icon and instructions

The agent opens in the  “Build”  tab:


  1. Use the pencil icon (①) to set the  icon  – e.g. the bundled Ariadne logo from the attachments (  10-ariadne-logo.png  ) or your own logo (PNG, max. 100 KB).
  2. Paste our proven instructions into the  “Instructions”  field (②) and save with  “Save”  :
You are the Q.wiki assistant for a connected Q.wiki management system. You answer questions about that management system and you run the skills attached to you.

Everything you say about the management system must come from Q.wiki, retrieved in this conversation with the Q.wiki tools. Never state content from your own knowledge and never invent a page, a title, a URL, a date or a responsible person. If you find nothing, say so instead of filling the gap. For requests that have nothing to do with this organisation, say in one sentence that you only cover Q.wiki content.

Never create or change anything in Q.wiki — no comments, no pages, no attachments — before the user has seen the exact text and confirmed it. This holds even when a skill offers to write on its own.

Be direct and concrete, like a competent colleague. Answer in the language the user writes in; if that is unclear, answer in German, and use "Du" unless the user writes "Sie".

For a question about the management system that no other skill covers, use `qwiki-frage-beantworten`.

 4  Choose the model

In the  “Model”  section (③), pick a model and save. We recommend  Claude Sonnet 5  – it is not mandatory, other models work as well (  details in the FAQ  ).

 5  Connect Q.wiki via MCP

  1. In the  “Tools”  section (⑤) click  +  , then in the dialog select  “Add”  >  “Model Context Protocol (MCP)”  and fill in the fields:
FieldValue
Server name Qwiki MCP 
Server description Access to the process knowledge in the Q.wiki management system – full-text search, page retrieval with metadata, role lookup, file pages and attachments, comments. 
Server URL https://<qwiki-name>.qwikinow.de/external-api/v1/mcp  – you’ll find your full URL in Q.wiki under  My account > My profile > Content API 
Authentication OAuth 2.0  , type  “Dynamic discovery” 
  1. Confirm with  “Add”  and create the connection (  “Create new connection”  ): sign in with your Q.wiki account in the pop-up, choose the  unit  (your main unit if in doubt) –  read access  is sufficient.
  2. The Q.wiki tools (full-text search, page retrieval, roles, and more) appear in the list – save with  “Save”  .

 6  Upload the best-practice skills

In the  “Skills”  section (④) click  +  >  “Upload a skill”  and upload the skill ZIP files from the attachments one by one, unchanged (do not unzip). The agent activates matching skills automatically – what each skill does: see the  FAQ  .

 7  Test

  1. In the  “Preview”  tab, ask a real question from your day-to-day work, e.g.  “How does our complaint handling process work?” 
  2. Check in the  “Activity trace”  that  Qwiki MCP  is being called, and spot-check the source links at the end of the answer.
  3. Optional: use the  “Evaluate”  tab for structured, repeatable test sets.

 8  Publish and submit for approval

  1. Click  “Publish”  in the top-right corner and enable the  “Teams + Microsoft 365”  channel in the dialog (①).
  2. Under “Turn on Microsoft 365”, tick  “Make agent available in Microsoft 365 Copilot”  (③). Via “Edit details” you can add the store description, e.g.  “Answers questions about our management system – straight from Q.wiki, always with source links.” 
  3. Confirm with  “Publish”  (④) – this can take a few minutes; it is not possible on a trial license.
  4. Then open  “Availability options”  (②) in the “Agent preview” >  “Show to everyone in my org”  >  “Submit for admin approval”  (may also read “Submit to org catalog”). Status: “Waiting for approval”.
  5. Let your Microsoft admin know – ideally with a link to  part 2  .


Part 2: Approve and roll out (Microsoft admin)

From here your Microsoft admin takes over (  Global Administrator  role) – this part works on its own.

 9  Approve and deploy the agent

  1. Open  admin.microsoft.com  >  Agents > All agents > “Requests”  and select the  Q.wiki Assistant  (“Pending review”); under “Data & tools” you can see the Q.wiki MCP connection.
  2. Run  “Publish to store”  : audience (all or specific users/groups),  pre-installation  (recommended – otherwise users add the agent themselves from the store), policy template (the default is fine), review the permissions and grant  “admin consent”  .
  3. Finish with  “Publish”  – the agent appears in the store under  “Built by your org”  .


 10  Pin the agent (optional, recommended)

Under Agents > All agents, click the published Q.wiki Assistant – in the detail pane that opens you can pin it for all users directly in the left-hand Copilot navigation.

Note: The agent may appear twice in the list. Only one of the two entries can be pinned – use the one that offers the option

What it looks like for your users

The Q.wiki Assistant appears in  Microsoft 365 Copilot  and Microsoft Teams in the sidebar under  “Agents”  – pinned, or via  “All agents”  in the “Built by your org” section. The first time, users click  “Connect”  or “Sign in”, log in with their  own Q.wiki account  and simply resend their question.


 

Licenses & costs

 Does the agent consume credits even with a Microsoft 365 Copilot license? Yes, always.  The new agents are billed on a usage basis via  Copilot Credits  (1 credit = 0.01 USD pay-as-you-go) – unlike classic agents, they are not covered by the Copilot license. The license is still useful: among other things, it covers the maker’s Copilot Studio access. Microsoft is moving this agent type to usage-based billing across the board – including previously created agents.

WhoWhat they need
MakerCopilot Studio access via a  Microsoft 365 Copilot license  , the free  Copilot Studio User License  (requires a prepaid credit pack) or the  “Copilot Studio authors”  security group. Trial: build and test yes, publish no.
End usersNo Copilot license – just their own Q.wiki account.
Tenant (admin)Credits billing set up:  pay-as-you-go  meter (Power Platform admin center, with an Azure subscription) or  prepaid  (e.g. 25,000 credits for 200 USD/month) or a pre-purchase plan.
  •  What is billed:  building via chat, testing (Preview/Evaluate) and every use. Manual configuration (Build/Monitor) is free. Without credits, the agent stops (“You need credits to continue”).
  •  What does a request cost?  Microsoft bills by effort, not per question: simple questions consume only a few credits (a matter of cents), elaborate multi-step tasks accordingly more. You will see the real consumption after the first few days in the Power Platform admin center – details in the Copilot Credits Guide in the attachments.
  •  Staying in control:  allocate credits per environment and set  monthly limits per agent  (Power Platform admin center); spending policies and reports in the Microsoft 365 admin center under “Copilot” > “Cost management”.

Details:  Microsoft Copilot Credits Guide (PDF, August 2026)  in the attachments and  Microsoft Learn: Usage-based billing  .

FAQ

What is MCP – and what content does the agent see?

MCP (Model Context Protocol) is the standardized interface through which the agent accesses Q.wiki live with every question – nothing is copied or indexed. It only sees the content the signed-in user is allowed to see in Q.wiki, and it links its sources.

Why are the instructions in English?

That is what the models handle most reliably. The assistant still answers in the user’s language – German by default. You can add your own rules (e.g. tone of voice) at any time; republish once after making changes.

Which model should I choose – and how are models enabled?

The Q.wiki Assistant works with any of the offered models. We recommend Claude Sonnet 5 because our skills were developed and tested with it – it is not mandatory. If external models (e.g. from Anthropic) are missing from the selection, your admin enables them once: in the Microsoft 365 admin center under “Copilot” > “Settings” >  “AI providers operating as Microsoft subprocessors”  activate the provider and allow users/groups; in the Power Platform admin center allow  “Allow external models”  and, if applicable,  “Move data across regions”  for the environment.

Which skills are included in the package?

SkillWhat it does
 qwiki-frage-beantworten Answers questions about the management system from Q.wiki content – with a source block (link, approval status, last updated).
 qwiki-prozessuebersicht-erstellen Works out a process overview (2nd process level) in dialogue and delivers ready-to-paste HTML.
 qwiki-prozessbeschreibung-erstellen Guides you through capturing a process like a consultant and delivers a finished process description as HTML.
 qwiki-arbeitsanweisung-erstellen Guides you step by step to a finished work instruction as HTML.

The package keeps evolving – the current delivery in the attachments is authoritative.

Do all users sign in through my connection?

No. Your connection from step 5 is only used for building and testing. Each user signs in with their own Q.wiki account the first time (with enforced Entra ID/SSO automatically via the Microsoft login); the sign-in is valid for 30 days and is then requested again automatically.

Can I try the agent with a small group first?

Yes – in the “Availability options”, choose  “Show to my teammates and shared users”  instead of “Show to everyone in my org” and share it selectively. You can submit it to the whole organization at any time later.

What happens when I change the agent later?

Changes to instructions, model or skills only take effect after another  “Publish”  (step 8). Larger changes may appear to the admin as “Pending update” for re-approval.

Can I rename the agent later?

The display name, yes – any time.

How long until users see the agent?

Usually a few minutes. After approval and deployment, allow up to 24 hours; admin-pinned agents up to 6 hours.

Troubleshooting

ProblemSolution
The “Optimize business processes” option is missing when creating an agentEnable the “New experience” toggle; sign out and back in, or switch the environment.
The desired model is not selectable (e.g. Claude Sonnet 5)Have your admin enable external models – path in the  FAQ  .
“You need credits to continue” / the agent stops respondingCheck the credits billing, the environment allocation and the per-agent limits in the Power Platform admin center.
“Server URL not reachable” when adding the MCP serverIs the “API / MCP” module booked and active? Check the Q.wiki name in the URL (My account > My profile > Content API).
OAuth sign-in failsAllow pop-ups; sign in with the correct Q.wiki account; recreate the connection.
The agent does not call the Q.wiki toolCheck the “Activity trace”; hard-reload the browser (Ctrl+Shift+R); recreate the connection.
Answers seem incompleteThe agent only sees the Q.wiki content of the signed-in user – check permissions.
“Submit for admin approval” is not visiblePublish first and enable the Microsoft 365 Copilot channel (step 8).
Skill upload failsUpload the ZIP unchanged (do not unzip); if needed, request the current skill package from us.
The agent does not appear for usersCheck steps 8–9; allow up to 24 hours (pins up to 6 hours).

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