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Connecting systemHUB to Microsoft Copilot Studio (AI Gateway / MCP)

Learn how to connect your systemHUB account to a Microsoft Copilot Studio agent using the AI Gateway, so you can query your systems, policies, and training content directly from Copilot.

🤖 Connecting Via Copilot Studio

🔑 Before You Begin

  • You need AI Gateway access. If you don't see Settings → AI Gateway, email support@systemology.com and we'll switch it on for your role (admin seats have it by default).
  • You need access to Microsoft Copilot Studio with permission to create or edit an agent. The standard Microsoft 365 Copilot Chat can't add custom connections, so this needs Copilot Studio.
  • Have your systemHUB login handy, you will approve the connection at the end.
  • Treat the token you generate like a password. Do not share it.
  • Use Claude? Click here for Claude connection instructions.
  • Use ChatGPT? Click here for ChatGPT connection instructions.

🧭 Step 1 — Get your connection details from systemHUB

  1. Log in to systemHUB.
  2. Go to Settings -> AI Gateway.
  3. Copy the Connector URL exactly as shown (a wrong character here is the #1 cause of failures).
  4. Note your company alias, this is your account subdomain (the part before .systemhub.com). Example: if you log in at acme.systemhub.com, your alias is acme.
  5. Click Generate to create your token. Each person needs their own token before they can approve a connection. ⚠️ If you already have one, only click Update if you need to. It revokes your old token and disconnects any AI you connected with it, including Claude or ChatGPT.

🔌 Step 2 — Add systemHUB as a tool in Copilot Studio

  1. Open Copilot Studio and select the agent you want to connect (or create a new one).
  2. Go to the Tools page for your agent.
  3. Click Add a tool → New tool → Model Context Protocol. The MCP setup window will appear. 
  4. Enter your systemHUB details from Step 1:
    1. Server name: systemHUB
    2. Server description: Reads and manages our company's systems, policies and training content in systemHUB. (Copilot uses this description to decide when to use systemHUB, so keep it clear.)
    3. Server URL: paste the Connector URL from Step 1 (double-check it is exact).
  5. Under Authentication, select OAuth 2.0, then select Dynamic discovery as the type.
  6. Click Create, then click Next.

✅ Step 3 — Connect and approve

  1. In the Add tool window, select Create a new connection.
  2. A new window will now appear for you to sign into systemHUB
  3. When prompted, enter your company alias, this is your subdomain, all lowercase with no spaces (e.g. acme, not "Acme" or "My Company"), then click Continue
  4. Log in with your systemHUB credentials and click Approve Connection
  5. Back in Copilot Studio, click Add to agent. systemHUB will now appear in your agent's Tools list.

🧪 Step 4 — Test the connection

  1. Open the Test panel for your agent in Copilot Studio.
  2. Then ask: "Can you check the folder tree and tell me what main root-level folders I have in my systemHUB account?" [SCREENSHOT PLACEHOLDER]
  3. If Copilot asks you to sign in or allow access, approve it. Copilot will then return your folders, which confirms it is working! 

🛠️ Troubleshooting

  • "Invalid or expired client ID"
    • This is almost always the company alias or the token.
    • Check the alias is your exact subdomain, lowercase, no spaces (acme, not "Acme" or your company name).
    • Your token may have expired or been regenerated, so go back to Settings -> AI Gateway, generate a fresh token, and reconnect.
    • Confirm the Connector URL was pasted exactly.
  • No "AI Gateway" option under Settings
    • Your role doesn't have AI access switched on yet. Only systemHUB support can enable it for Editor, Contributor and Reader roles, so email support@systemology.com and tell us which roles. Once it's on, each person's AI gets exactly their own seat's permissions: a Reader's AI can read but can't change anything.
  • "No active agent token found" when approving
    • You haven't generated your own token yet. Each person needs their own. Generate one in Settings → AI Gateway, then approve again.
  • Dynamic discovery fails or won't create the tool
    • Go back to Authentication and select Manual instead. Paste your company alias in the Client ID field and your token in the Client secret field. 
  • systemHUB is added but Copilot never uses it
    • Check the tool is switched on in your agent's Tools list, and that the server description clearly says what systemHUB is for.
  • Can't add the tool, or it's blocked
    • Your organisation's Microsoft data policies may block custom connections. Ask your Microsoft 365 or Power Platform admin to allow it.
  • Connector adds but will not connect
    • Remove it and re-add with a freshly generated token.

🎉 You're All Set!

Your Copilot Studio agent can now read your systemHUB content. Try asking it to summarise a system, find a policy, or list what is in a folder.