XTM Cloud 26.4

Create the agent in Microsoft Copilot Studio.

To do so, first open Microsoft Copilot Studio and then follow these steps:

1. In the navigation panel on the left-hand side, select Agents. Next, in the Agents screen, select the chevron down icon to the right of the New agent button.

   Result: a popup containing two agent types is displayed.

2. In the popup, select the Agent option in the Optimize your business processes section.

   Result: an Untitled Agent screen is displayed.

   Important

   Do not select the Agent Standard option in the Build using standard orchestration section to configure XTM Agent.

   

   Selecting agent in the Optimize your business processes section in Microsoft Copilot Studio

3. In the Untitled Agent screen, select the Build tab at the top of the screen and start creating your new agent:

   • Set the agent name to XTM Agent.

   • Copy the AGENT_INSTRUCTIONS file content (mentioned in the Prerequisites section) and paste the entire content into the Instructions field, displayed below the XTM Agent label.

   • In the panel to the right of the Instructions field:

     • you can keep the default LLM model selected for your agent in the Model area.

     • there is no need to set Skills, Connected Agents, or Memory for the XTM Agent.

     • you will set the XTM MCP Tool in the Tools area as the next step of the procedure. For details, see the Add the XTM MCP Tool to your newly created XTM Agent step below.

     • you can add a link to the XTM Online Help portal in the Knowledge area so that XTM Agent can answer your product-related questions based on our documentation. This is described at a later stage in this procedure. For details, see Add XTM Documentation to the XTM Agent Knowledge section step below.

   • Select the save icon in the top right-hand corner of the screen to save your new agent.

     Result: your new agent is created. Its name has been changed to XTM Agent.

Add the XTM MCP Tool to your newly created XTM Agent.

To do so, in the XTM Agent screen in Microsoft Copilot Studio, ensure that you work in the Build tab. Then, follow these steps:

1. In the panel to the right of the Instructions field, select the plus icon on the right-hand side of the Tools button.

   Result: the Add a tool popup is displayed.

2. In the Add a tool popup, select the Add button in the top right-hand corner. Then, from the dropdown, select the Model Context Protocol (MCP) option.

   Result, the Add MCP server popup is displayed.

   

   Selecting the Model Context Protocol (MCP) option in the Add a tool popup

3. In the Add MCP server popup, configure the XTM MCP server by entering or selecting these values for the required fields:

   Table 4. Configuring the Add MCP server popup fields

   Field name	Valid value
   Server name	Copy and insert the text below: XTM MCP
   Server description	Copy and insert the text below: Provides secure access to live XTM Cloud data and actions, including projects, jobs, workflows, metrics, costs, users, linguists, assignments, and system information. Use this tool whenever a request requires current data from the signed-in user’s XTM workspace.
   Server URL	Enter https://mcp.xtm.ai/mcp for the main XTM Cloud server, or a customer-specific URL that you received from XTM Support. For details, see the Prerequisites section.
   Authentication	Select the OAuth 2.0 radio button. When you do so, the Configuration type setting is displayed.
   Configuration type	Select the Dynamic (with discovery) radio button.

   
   

4. Important

   Do not configure OAuth endpoints, scopes, client IDs, secrets, or redirect URLs manually.

   

   Configuring the Add MCP server popup settings

5. After you have made all required settings, select Add in the bottom right-hand corner of the Add MCP server popup.

   Result, the Select a connection popup is displayed. Follow the next step to complete this popup.

Create an MCP Connection.

To do so, follow these steps:

1. In the Select a connection popup, select the Not connected button to the right of the Connection label. Next, from the dropdown, select Create new connection.

   Result: the Creating a connection to use MCP in this flow popup is displayed.

   

   Ccearting a new connection in the Select a connection popup

2. In the Creating a connection to use MCP in this flow popup, if required, fill in the Display name (optional) field. Next, in the bottom right-hand corner of the popup, select Create.

   Result: another popup is displayed, in which you must authenticate yourself.

   

   The Creating a connection to use XTM MCP in this flow popup

3. Complete the XTM OAuth sign-in to confirm your API access rights.

4. Go back to the Select a connection popup in the Microsoft Copilot Studio and ensure that your newly created connection has a green status indicator, which means the connection has been established.

5. If the connection has been successful, select Add in the bottom right-hand corner of the Select a connection popup.

   Important

   The connection created by you (the agent owner) is used to configure and test the agent.

   Each end user must authenticate with their own XTM Cloud account when they first use the XTM MCP tool, unless they already have a valid connection.

   

   Confirmation that the connection was configured in the Select a connection popup

Add XTM Documentation to the XTM Agent Knowledge section.

To do so, in the XTM Agent screen in Microsoft Copilot Studio, ensure that you work in the Build tab. Then, follow these steps:

1. In the panel to the right of the Instructions field, select the plus icon on the right-hand side of the Knowledge button.

   Result: the Add knowledge popup is displayed.

2. In the Add knowledge popup, select the Public websites button.

   Result: the Add public websites popup is displayed.

3. In the Add public websites popup:

   • keep the Search all websites setting disabled.

   • add this URL to connect your XTM Agent to XTM Online help:

     https://help.xtm.ai/

   • select Add to agent in the bottom right-hand corner of the Add public websites popup.

     Important

     The connection with XTM Online Help will enable you and your team to ask XTM Agent questions about XTM product documentation, for example, how to create a project or how to use AI Post-Edit feature in a project.

     Your current XTM Cloud instance data must always come from the MCP tools.

     

     Adding XTM Online Help to the XTM Agent in the Add public websites popup

Test the XTM Agent to ensure that it has been configured correctly.

To do so, in the XTM Agent screen in Microsoft Copilot Studio, select the Preview tab at the top of the screen. Then, follow these steps:

1. Start a new chat.

2. In the chat box, enter this text:

   Use XTM to show system information.

3. If a permission card is displayed, select Allow.

4. If required, enter your XTM Cloud sign-in details.

A successful response should invoke the get_system_info MCP tool and return current information about your XTM Cloud instance.

Testing XTM Agent in the Preview tab

Publish XTM Agent to Microsoft Teams and Microsoft 365.

To do so, in the XTM Agent screen in Microsoft Copilot Studio, select the select the chevron down icon to the right of the Publish button in the top right-hand corner of the screen. Result: the Publish agent popup is displayed. In it, follow these steps:

1. On the left-hand side of the popup, select Teams + Microsoft 365 option. Next, select the Save and publish button in the bottom right-hand corner of the popup.

   Result: the name of the popup is changed to Agent published.

2. On the right-hand side of the popup, in the Agent preview section, select the Edit details button. Next, scroll down to the Teams settings section and enable the use of XTM Agent in Microsoft Teams, and then select Save below the checkboxes. These two checkboxes are:

   • Users can add this agent to a team.

   • Use this agent for group and meeting chats.

   

   Setting XTM Agent availability in Microsoft Teams

3. If required, on the right-hand side of the popup, select the Make agent available in Microsoft 365 Copilot checkbox to make the XTM Agent available for you and your team in Microsoft 365 Copilot.

4. After you have made all required settings, select Publish or Save and publish in the bottom right-hand corner of the popup.

5. Ensure that the Channel enabled label is displayed in the top right-hand corner of the popup, below the Teams + Microsoft 365 label. It indicates that your agent can now be used in Microsoft Teams and Microsoft 365 Copilot (if you have enabled this option). Now, set XTM Agent's availability. To do so, follow the steps below.

   

   Publishing XTM Agent to Microsoft Teams and Microsoft 365

Make XTM Agent available.

To do so, in the same popup, which is now called Agent published, in the Agent preview section, select the required availability option.

Availability options

Add XTM Agent to a Microsoft Teams channel.

To do so, in Microsoft Teams, open XTM Agent. Then, follow these steps:

1. In the XTM Agent popup (displayed in Microsoft Teams), select the arrow displayed next to the Add or Open. button.

   Result: the Share popup is displayed.

2. In the Share popup, in the Share to field, choose the required team. In the bottom right-hand corner of the popup, select Share.