WEBVTT 00:00:00.000 --> 00:00:02.580 Today we're talking about the Model Context Protocol 00:00:02.580 --> 00:00:06.280 also known as MCP designed by Anthropic and supported 00:00:06.280 --> 00:00:09.919 by Microsoft. We're going to build an MCP Copilot 00:00:09.919 --> 00:00:13.900 agent inside Microsoft Copilot Studio step by 00:00:13.900 --> 00:00:16.420 step so that you can follow along. Now I'm very 00:00:16.420 --> 00:00:19.539 excited to show you MCP because I really believe 00:00:20.039 --> 00:00:23.260 It simplifies the creation of making agents inside 00:00:23.260 --> 00:00:26.620 Copilot Studio and makes it really effortless 00:00:26.620 --> 00:00:29.480 and I'll show you exactly why as we go through 00:00:29.480 --> 00:00:32.000 the build. My name is Shervin Shafi and I'm a 00:00:32.000 --> 00:00:35.079 Copilot Principal Engineer at Microsoft. Thank 00:00:35.079 --> 00:00:37.799 you for joining Collaboration Simplify. Let's 00:00:37.799 --> 00:00:44.280 get into the build. Okay so on to the favorite 00:00:44.280 --> 00:00:47.340 part of the video which is creating this agent 00:00:47.340 --> 00:00:51.520 and so open up a browser and just type in copilot 00:00:51.520 --> 00:00:55.200 studio dot preview this gives you access to all 00:00:55.200 --> 00:01:00.320 our preview features dot microsoft .com so put 00:01:00.320 --> 00:01:03.679 that in the browser and copilot studio will pop 00:01:03.679 --> 00:01:07.000 up now if this is your first time in studio just 00:01:07.000 --> 00:01:09.579 a little bit of navigation if you look on the 00:01:09.579 --> 00:01:12.840 left hand side you have your home icon you can 00:01:12.840 --> 00:01:15.920 create new agents These are your existing agents. 00:01:16.159 --> 00:01:19.939 You have access to flows and different tools. 00:01:20.060 --> 00:01:23.579 And then these three dots open up another menu, 00:01:23.680 --> 00:01:28.239 which gives you access to Power Platform, Automate, 00:01:28.239 --> 00:01:32.560 and all kinds of good stuff. Now here, basically, 00:01:32.739 --> 00:01:36.079 I just wanted to point out this tool section 00:01:36.079 --> 00:01:41.920 is one way of you being able to access MCP, the 00:01:41.920 --> 00:01:45.989 Model Context Protocol. And when I selected tools, 00:01:46.310 --> 00:01:49.969 these are some of the existing tools, which are 00:01:49.969 --> 00:01:52.230 basically flows in this case that I've created 00:01:52.230 --> 00:01:54.409 in the past. These are custom flows that I've 00:01:54.409 --> 00:01:58.010 created. But if you select this plus new tool 00:01:58.010 --> 00:02:03.010 icon, then MCP pops up over here, as well as 00:02:03.010 --> 00:02:07.150 custom connector flows, prompts, and so on. Now, 00:02:07.170 --> 00:02:09.889 if I select model context protocol, this just 00:02:09.889 --> 00:02:14.159 basically takes me to the copilot studio our 00:02:14.159 --> 00:02:17.139 admin guide and a specific tab inside the admin 00:02:17.139 --> 00:02:19.860 guide that talks about how you can extend your 00:02:19.860 --> 00:02:24.280 agent with mcp and it talks about what mcp is 00:02:24.280 --> 00:02:26.800 how does it work and there's a lot of good information 00:02:26.800 --> 00:02:30.219 in here so definitely check this out but one 00:02:30.219 --> 00:02:33.719 of my favorite parts of this is right here it 00:02:33.719 --> 00:02:38.219 gives you hyperlink to the mcp the main site 00:02:38.219 --> 00:02:42.900 for it which is basically a site that is designed 00:02:42.900 --> 00:02:45.340 and developed by Anthropic because they make 00:02:45.340 --> 00:02:48.379 MCP. So this is the site that it takes you to, 00:02:48.479 --> 00:02:51.979 modelcontextprotocol .io. And so real quick, 00:02:52.120 --> 00:02:55.379 before we jump into actually creating the agent, 00:02:55.599 --> 00:02:58.060 I wanted to do a level set so everyone's on the 00:02:58.060 --> 00:03:02.259 same page with what MCP is and why it's so awesome. 00:03:05.860 --> 00:03:09.580 So let's look at this introduction together and 00:03:09.580 --> 00:03:12.319 just kind of review it. So basically it says, 00:03:12.439 --> 00:03:16.759 look, MCP is an open protocol that standardizes 00:03:16.759 --> 00:03:20.939 how applications provide context to large language 00:03:20.939 --> 00:03:25.699 models. Think of MCP like a USB port for AI applications. 00:03:26.139 --> 00:03:29.780 Just as USB -C provides a standardized way to 00:03:29.780 --> 00:03:32.699 connect your devices to various peripherals and 00:03:32.699 --> 00:03:36.219 accessories, MCP provides a standardized way 00:03:36.219 --> 00:03:38.879 to connect AI models to different data sources 00:03:38.879 --> 00:03:43.289 and tools. MCP enables you to build agents and 00:03:43.289 --> 00:03:47.110 complex workflows on top of LLMs and connects 00:03:47.110 --> 00:03:50.349 your model with the world. So the whole idea 00:03:50.349 --> 00:03:53.330 is that you have your own large language model 00:03:53.330 --> 00:03:56.349 and you want to be able to connect it to data 00:03:56.349 --> 00:03:58.729 sources. And so there needs to be a standard. 00:03:59.439 --> 00:04:02.580 which is MCP that defines how these connections 00:04:02.580 --> 00:04:05.159 happen. Because there's a lot of data sources, 00:04:05.379 --> 00:04:10.099 right? So think of ServiceNow, Salesforce, so 00:04:10.099 --> 00:04:12.360 many different data sources. And on the other 00:04:12.360 --> 00:04:16.240 side, you have Copilot Studio, which is housing 00:04:16.240 --> 00:04:19.180 a large language model. And if Studio wants to 00:04:19.180 --> 00:04:22.759 connect to ServiceNow, how is this interoperability 00:04:22.759 --> 00:04:26.000 happening? And it's not just Studio. So there 00:04:26.000 --> 00:04:30.240 are many different hosts, if you will, or LLMs 00:04:30.240 --> 00:04:32.079 that want to connect to these data sources. So 00:04:32.079 --> 00:04:35.579 why not just define a standard way for everyone 00:04:35.579 --> 00:04:38.800 to be able to connect and interoperate? So looking 00:04:38.800 --> 00:04:41.560 at this just a little bit more before we dive 00:04:41.560 --> 00:04:44.959 into the actual agent creation, if you go to 00:04:44.959 --> 00:04:48.000 this understanding concepts part and just scroll 00:04:48.000 --> 00:04:51.040 down a little bit, here is the concept section 00:04:51.040 --> 00:04:55.790 of MCP. So let's look at this, right? MCP follows 00:04:55.790 --> 00:04:59.790 a client server architecture where an MCP host, 00:05:00.129 --> 00:05:03.209 an AI application like cloud code or cloud desktop, 00:05:03.529 --> 00:05:07.569 establishes connections to one or more MCP servers. 00:05:07.829 --> 00:05:10.970 The MCP host accomplishes this by creating one 00:05:10.970 --> 00:05:16.449 client for each MCP server. each mcp client maintains 00:05:16.449 --> 00:05:19.370 a dedicated one -on -one connection to the corresponding 00:05:19.370 --> 00:05:23.470 mcp server so there's three concepts to understand 00:05:23.470 --> 00:05:27.769 here right you have the mcp host which they're 00:05:27.769 --> 00:05:30.610 defining as cloud or cloud desktop but in our 00:05:30.610 --> 00:05:33.509 case the host is actually copilot studio that's 00:05:33.509 --> 00:05:36.310 the host that is the application that coordinates 00:05:36.310 --> 00:05:40.230 and manages one or multiple mcp clients so the 00:05:40.230 --> 00:05:43.939 host can manage or coordinate clients so on the 00:05:43.939 --> 00:05:46.800 client side you have a component that maintains 00:05:46.800 --> 00:05:49.079 a connection to a server so you got the client 00:05:49.079 --> 00:05:51.899 server relationship this has been around in technology 00:05:51.899 --> 00:05:55.000 for such a long time now and then finally you 00:05:55.000 --> 00:05:57.040 have the server which is a program that provides 00:05:57.040 --> 00:06:01.100 context to the mcp client so the server in our 00:06:01.100 --> 00:06:03.800 case we're going to be using this ncp server 00:06:03.800 --> 00:06:07.800 for docusign so the server is connecting to docusign 00:06:07.800 --> 00:06:11.120 which is the end application essentially and 00:06:11.120 --> 00:06:14.470 then the client is actually in the Copilot Studio 00:06:14.470 --> 00:06:17.829 world using Power Platform's tools like Power 00:06:17.829 --> 00:06:20.850 Automate Flows and Connectors essentially to 00:06:20.850 --> 00:06:23.730 be able to connect to the server which is connecting 00:06:23.730 --> 00:06:27.350 to DocuSign. So all of this stuff is happening 00:06:27.350 --> 00:06:30.449 in pretty much an automated fashion. So what 00:06:30.449 --> 00:06:34.370 really makes this great is that it makes Copilot 00:06:34.370 --> 00:06:38.970 Studio really really low code or almost no code 00:06:38.970 --> 00:06:40.990 and you're going to see this as I build this 00:06:40.990 --> 00:06:44.910 out. using the DocuSign MCP server. So this is 00:06:44.910 --> 00:06:47.329 kind of like level setting what it is and there's 00:06:47.329 --> 00:06:50.769 some diagrams here that you can look at and a 00:06:50.769 --> 00:06:53.250 lot of good documentation here. Now, let's go 00:06:53.250 --> 00:06:56.629 back to Copilot Studio and we're going to close 00:06:56.629 --> 00:07:02.730 this out. Let's go ahead and create our agent. 00:07:02.810 --> 00:07:05.769 So on the left -hand side here, we're going to 00:07:05.769 --> 00:07:08.769 select Create and we're going to build this MCP 00:07:08.769 --> 00:07:12.040 agent. And here I'm just going to select the 00:07:12.040 --> 00:07:16.379 plus new to create a new agent. And you can type 00:07:16.379 --> 00:07:20.180 in what you want this agent to do, or you can 00:07:20.180 --> 00:07:23.500 configure it, or you can just create it. So I'm 00:07:23.500 --> 00:07:25.579 going to select create because this takes me 00:07:25.579 --> 00:07:28.939 to the full functionality of the agent. And then 00:07:28.939 --> 00:07:32.079 from within this, we're going to select tools 00:07:32.079 --> 00:07:35.639 to get us to the MCP server. So as this is coming 00:07:35.639 --> 00:07:38.339 up, there's always a lot of stuff that you can 00:07:38.339 --> 00:07:40.810 do with these agents. have to give it a description 00:07:40.810 --> 00:07:43.449 you can give it instructions give it a name give 00:07:43.449 --> 00:07:46.050 it an image you can share this you can publish 00:07:46.050 --> 00:07:49.170 it knowledge sources a lot of this we've done 00:07:49.170 --> 00:07:52.790 in the past but just heads up that most of these 00:07:52.790 --> 00:07:56.209 basically they show up on the top right knowledge 00:07:56.209 --> 00:07:58.509 sources tools is what we're going to be focusing 00:07:58.509 --> 00:08:01.610 on agent which is multi -agent orchestration 00:08:01.610 --> 00:08:05.069 we did some videos on this recently topics and 00:08:05.069 --> 00:08:07.949 then this plus three or additional items like 00:08:08.329 --> 00:08:11.889 activity analytics channels and so on so now 00:08:11.889 --> 00:08:15.170 that this has come up we can select edit and 00:08:15.170 --> 00:08:17.810 for the agent name let's call it something like 00:08:17.810 --> 00:08:25.709 my first mcp agent and we're going to go ahead 00:08:25.709 --> 00:08:29.550 and then change the icon and i have this really 00:08:29.550 --> 00:08:32.730 cool mcp logo that i found and i'm just going 00:08:32.730 --> 00:08:35.710 to select that and save it so this is my first 00:08:35.710 --> 00:08:39.870 mcp agent the details are here we can click edit 00:08:39.870 --> 00:08:41.870 to give it a description and all kinds of good 00:08:41.870 --> 00:08:43.629 stuff right but we're going to skip all this 00:08:43.629 --> 00:08:47.129 and we're going to scroll down to tools and we're 00:08:47.129 --> 00:08:49.789 going to select add a tool and here you can see 00:08:49.789 --> 00:08:52.009 a lot of different tools right now if you look 00:08:52.009 --> 00:08:56.049 we basically have all featured we're in the feature 00:08:56.049 --> 00:08:58.090 section we have connectors we have flows and 00:08:58.090 --> 00:09:03.179 we have mcp so if i go to mcp you'll see a list 00:09:03.179 --> 00:09:05.779 of mcp servers and there's more and more popping 00:09:05.779 --> 00:09:07.840 up every time i come here i see a new one like 00:09:07.840 --> 00:09:10.919 for example this this one is new box just showed 00:09:10.919 --> 00:09:13.399 up but we're going to be focusing on this docusign 00:09:13.399 --> 00:09:16.480 mcp server and i also wanted to show you real 00:09:16.480 --> 00:09:20.259 quick if i switch from mcp to connectors and 00:09:20.259 --> 00:09:24.139 if i type in docusign here in the search you'll 00:09:24.139 --> 00:09:26.759 see that we have a lot of different connectors 00:09:26.759 --> 00:09:29.870 that are basically Power Automate flows that 00:09:29.870 --> 00:09:32.429 are already available. These connectors are available 00:09:32.429 --> 00:09:35.009 and you can see there's so many of them, right? 00:09:35.129 --> 00:09:38.169 And each one is for a specific action. Like for 00:09:38.169 --> 00:09:41.570 example, this one adds a recipient to an envelope. 00:09:41.750 --> 00:09:44.769 This one lists recipients from envelopes and 00:09:44.769 --> 00:09:47.029 this one updates and so on and so forth, right? 00:09:47.250 --> 00:09:51.230 So all of this exists from a connector perspective, 00:09:51.389 --> 00:09:54.990 but on the MCP side, there's one DocuSign server. 00:09:55.629 --> 00:09:57.210 That's the one we're going to select because 00:09:57.210 --> 00:09:59.850 it really simplifies the building of these agents 00:09:59.850 --> 00:10:02.870 and you'll see why in just a minute. So we select 00:10:02.870 --> 00:10:06.389 it and the first thing it says is, look, you 00:10:06.389 --> 00:10:08.250 need to have a connection. You're not connected 00:10:08.250 --> 00:10:11.850 because you have to connect to your DocuSign 00:10:11.850 --> 00:10:15.549 account. And being a Microsoft employee, I really 00:10:15.549 --> 00:10:19.049 don't do much with DocuSign. But there is a way 00:10:19.049 --> 00:10:21.389 that we can demo this together. So I'll take 00:10:21.389 --> 00:10:24.850 a break here and say, look, if you have a DocuSign 00:10:24.850 --> 00:10:27.690 account, you can probably skip forward to the 00:10:27.690 --> 00:10:30.549 next section of this video. But if you don't 00:10:30.549 --> 00:10:33.250 have a DocuSign account, then just follow along 00:10:33.250 --> 00:10:35.929 into how I'm actually going to create this using 00:10:35.929 --> 00:10:38.330 these steps. So you can create a demo DocuSign 00:10:38.330 --> 00:10:44.669 account. Here, there's a connector documentation 00:10:44.669 --> 00:10:48.019 I'm going to select. And this kind of drops me 00:10:48.019 --> 00:10:51.460 halfway down this document that if I scroll all 00:10:51.460 --> 00:10:54.299 the way back up to the top and just go down a 00:10:54.299 --> 00:10:57.100 little bit, I found that there's a section here 00:10:57.100 --> 00:11:00.519 under obtaining credentials that talks about 00:11:00.519 --> 00:11:03.740 to try the connector, please use a demo account. 00:11:03.960 --> 00:11:05.639 And you have to go to this site. You have to 00:11:05.639 --> 00:11:08.519 create a sandbox account. And this is essentially 00:11:08.519 --> 00:11:12.480 what I did. So select this DocuSign developer 00:11:12.480 --> 00:11:16.980 sandbox portal. And here all you got to do is 00:11:16.980 --> 00:11:21.000 select try for free and create an account for 00:11:21.000 --> 00:11:23.179 yourself. So I went ahead and did this already. 00:11:23.299 --> 00:11:25.940 I created an account for Shervin for myself. 00:11:26.379 --> 00:11:28.879 But just go ahead and fill this out and create 00:11:28.879 --> 00:11:31.100 yourself a demo account. And then we'll go from 00:11:31.100 --> 00:11:37.580 there. Let me actually log in with the credentials 00:11:37.580 --> 00:11:41.159 that I have. So let me click not connected. Create 00:11:41.159 --> 00:11:44.490 a new connection. and it says okay this is a 00:11:44.490 --> 00:11:47.450 docusign demo and it tells you what it does i'm 00:11:47.450 --> 00:11:50.149 going to go ahead and select create i'm going 00:11:50.149 --> 00:11:54.350 to create a new connection it opens up this docusign 00:11:54.350 --> 00:11:57.230 page where i can log in with my credentials so 00:11:57.230 --> 00:12:08.580 just give me one second and let me log in all 00:12:08.580 --> 00:12:11.059 right with that my password in there i'm going 00:12:11.059 --> 00:12:14.379 to go ahead and select login and then i'm just 00:12:14.379 --> 00:12:18.019 going to skip for now and log in and hopefully 00:12:18.019 --> 00:12:20.059 this should authenticate me if i got everything 00:12:20.059 --> 00:12:23.379 in there it says okay boom you're connected the 00:12:23.379 --> 00:12:26.860 green check box and i can add it to the agent 00:12:26.860 --> 00:12:29.399 i can add and configure let's go ahead and select 00:12:29.399 --> 00:12:32.059 add and configure and see what it gives us for 00:12:32.059 --> 00:12:37.360 this mcp server okay so here we are in this DocuSign 00:12:37.360 --> 00:12:41.000 MCP server and we're in the details section there's 00:12:41.000 --> 00:12:42.980 some inputs and there's tools and so let's look 00:12:42.980 --> 00:12:46.279 at this together it says okay details this is 00:12:46.279 --> 00:12:47.919 the name we're going to leave it we're not going 00:12:47.919 --> 00:12:50.500 to change it this is the server we're connected 00:12:50.500 --> 00:12:54.919 green check box under additional details I'm 00:12:54.919 --> 00:12:56.879 going to leave all of this as is but you can 00:12:56.879 --> 00:13:01.139 change authentication ask the end user before 00:13:01.139 --> 00:13:04.529 running I said no in terms of inputs there's 00:13:04.529 --> 00:13:06.690 nothing in there you can click plus to add them 00:13:06.690 --> 00:13:09.629 i'm going to leave them this is the most interesting 00:13:09.629 --> 00:13:11.730 part that i wanted to highlight for all of you 00:13:11.730 --> 00:13:14.730 right so these are the tools that this server 00:13:14.730 --> 00:13:18.370 has access to so much like you saw all the different 00:13:18.370 --> 00:13:21.289 connectors that were under the docusign there 00:13:21.289 --> 00:13:23.710 was like maybe a hundred of them these are the 00:13:23.710 --> 00:13:25.909 tools that are part of the server so what makes 00:13:25.909 --> 00:13:30.639 mcp great is that these connectors, if you will, 00:13:30.740 --> 00:13:33.740 on their tools are already in there. And so you 00:13:33.740 --> 00:13:36.240 don't need to go ahead and build them out or 00:13:36.240 --> 00:13:39.240 add them or even program them, if you will. So 00:13:39.240 --> 00:13:41.120 it just makes everything simple. So look at the 00:13:41.120 --> 00:13:44.220 tools, right? There's a send envelope, send a 00:13:44.220 --> 00:13:47.519 new DocuSign envelope email using a specified 00:13:47.519 --> 00:13:50.799 template. This template is key. We probably have 00:13:50.799 --> 00:13:53.440 to build it and specify the email message of 00:13:53.440 --> 00:13:56.059 the recipient. So if you want to... send a DocuSign 00:13:56.059 --> 00:13:58.399 template to someone for them to sign something 00:13:58.399 --> 00:14:01.080 this is what you do it uses the send envelope 00:14:01.080 --> 00:14:04.740 template get envelope templates list the templates 00:14:04.740 --> 00:14:08.139 for a specific DocuSign account and get current 00:14:08.139 --> 00:14:10.480 DocuSign account retrieves the current DocuSign 00:14:10.480 --> 00:14:12.860 account so it does three different things and 00:14:12.860 --> 00:14:15.899 maybe we can test out some of these now with 00:14:15.899 --> 00:14:18.259 that because we're not making any changes to 00:14:18.259 --> 00:14:21.299 the MCP server and it's enabled up here I'm just 00:14:21.299 --> 00:14:25.730 going to go ahead and back out of this and basically 00:14:25.730 --> 00:14:29.149 go to the overview of the agent, which again, 00:14:29.210 --> 00:14:31.009 it's blank. There's no instructions in here. 00:14:31.289 --> 00:14:36.110 Now, if on this side here from under testing, 00:14:36.330 --> 00:14:40.049 so you can see that there's a testing mechanism 00:14:40.049 --> 00:14:43.330 inside of an agent. And if I close this out, 00:14:43.429 --> 00:14:46.590 and if you don't see it, just select test, we 00:14:46.590 --> 00:14:49.370 can go ahead and test, right? So I can say, I 00:14:49.370 --> 00:14:52.289 can ask you the simple question like, what can 00:14:52.289 --> 00:14:58.450 the mcp .q assign tool do for me let's see what 00:14:58.450 --> 00:15:04.230 it says okay first thing it says is let's get 00:15:04.230 --> 00:15:07.230 you connected first so apparently it's not connected 00:15:07.230 --> 00:15:09.370 this is probably going to happen for you so let's 00:15:09.370 --> 00:15:12.110 go ahead and see what happens if we select retry 00:15:12.110 --> 00:15:16.049 and if that doesn't work select the open connection 00:15:16.049 --> 00:15:19.009 manager so this is going to pop up this connection 00:15:19.009 --> 00:15:21.610 manager and let's see if we can connect over 00:15:21.610 --> 00:15:25.009 here okay so this is the DocuSign demo there's 00:15:25.009 --> 00:15:28.429 one tool using it and it says that it is not 00:15:28.429 --> 00:15:32.649 connected so let's select connect and it should 00:15:32.649 --> 00:15:35.769 just use the credentials that I tried to connect 00:15:35.769 --> 00:15:39.269 it with initially which right here you can see 00:15:39.269 --> 00:15:42.029 it's the same credentials it gave a green check 00:15:42.029 --> 00:15:44.870 box I'm going to click submit and this should 00:15:44.870 --> 00:15:48.019 go from not connected to connected so looks like 00:15:48.019 --> 00:15:49.860 we're good here i'm going to go ahead and close 00:15:49.860 --> 00:15:53.539 this out and let's come back here and i'm just 00:15:53.539 --> 00:15:58.019 going to copy this and i'm going to click this 00:15:58.019 --> 00:16:03.019 arrow to kind of refresh this test and type this 00:16:03.019 --> 00:16:05.639 in again and i'm basically going to say what 00:16:05.639 --> 00:16:09.279 can the DocuSign tool in this agent do for me 00:16:09.279 --> 00:16:11.940 i'm going to add in this agent and let's see 00:16:11.940 --> 00:16:20.700 what it comes back with Okay, the MCP DocuSign 00:16:20.700 --> 00:16:22.799 tool in this agent can assist with electronic 00:16:22.799 --> 00:16:25.440 signature process, document management and workflow 00:16:25.440 --> 00:16:28.679 automation. It allows users to send, sign and 00:16:28.679 --> 00:16:32.019 manage documents securely and efficiently. Okay, 00:16:32.080 --> 00:16:39.139 so let's go ahead and say, can you send a document 00:16:39.139 --> 00:16:44.190 for me? This is totally being new to this, right? 00:16:44.250 --> 00:16:46.769 Really not knowing what the agent can do. And 00:16:46.769 --> 00:16:48.570 let's see what happens here. So it's doing stuff. 00:16:48.629 --> 00:16:50.629 You can see all of this stuff in the screen is 00:16:50.629 --> 00:16:53.309 trying. And it says that it appears that there 00:16:53.309 --> 00:16:57.009 are no available templates in the DocuSign account. 00:16:57.190 --> 00:16:59.149 Therefore, I cannot proceed with sending a document. 00:16:59.789 --> 00:17:02.509 So this is a hint, right? The hint is that you 00:17:02.509 --> 00:17:05.170 need to have some templates in place. So let's 00:17:05.170 --> 00:17:11.940 do this. Let's go to our DocuSign account that 00:17:11.940 --> 00:17:14.380 we created in the sandbox developer environment 00:17:14.380 --> 00:17:17.700 and create a template. And up along the top, 00:17:17.819 --> 00:17:20.480 I see that there is a template menu item. So 00:17:20.480 --> 00:17:23.960 I'm just going to select that. And there should 00:17:23.960 --> 00:17:25.960 be nothing in here because we just created this 00:17:25.960 --> 00:17:28.880 account. And so one of the first options you 00:17:28.880 --> 00:17:31.180 have is to create a template. I'm going to go 00:17:31.180 --> 00:17:34.059 ahead and select that. And I'm going to basically 00:17:34.059 --> 00:17:37.809 say, look, the name of this template is for my 00:17:37.809 --> 00:17:42.109 MCP agent. The description is optional. We'll 00:17:42.109 --> 00:17:45.630 leave a blank and we can add documents. So I'm 00:17:45.630 --> 00:17:49.349 gonna click on this blue link and you can browse, 00:17:49.549 --> 00:17:52.130 you can drop it from some other location or you 00:17:52.130 --> 00:17:54.910 can create a new document. And so this one for 00:17:54.910 --> 00:18:00.670 my MCP agent shows up here. And in terms of other 00:18:00.670 --> 00:18:05.269 functions like role, name, email, who needs to 00:18:05.269 --> 00:18:08.779 sign. All of these are additional options. I 00:18:08.779 --> 00:18:10.700 don't know much about DocuSign, but you can go 00:18:10.700 --> 00:18:15.920 ahead and customize these. And subject, please 00:18:15.920 --> 00:18:20.039 sign immediately. Let's say, please sign immediately. 00:18:20.720 --> 00:18:27.480 Hello, this is very important. And then the envelope 00:18:27.480 --> 00:18:31.119 type, let's just select, this is a lease agreement. 00:18:31.849 --> 00:18:35.250 And I'm going to select next. It says add at 00:18:35.250 --> 00:18:38.950 least one recipient and name and email to the 00:18:38.950 --> 00:18:40.849 template. So that's what it says down there. 00:18:41.029 --> 00:18:46.890 So let's go ahead and say, look, I want Shervin 00:18:46.890 --> 00:18:50.230 to sign in. That's fine, right? Let's go ahead 00:18:50.230 --> 00:18:52.650 and select that and select next. So it looks 00:18:52.650 --> 00:18:54.690 like now we're actually in that document for 00:18:54.690 --> 00:18:57.369 my MCP agent that I said I'm going to build. 00:18:57.849 --> 00:19:01.720 And here you can... make some changes to the 00:19:01.720 --> 00:19:05.680 document right so let's say this is our document 00:19:05.680 --> 00:19:10.079 please sign and then you can ask for a signature 00:19:10.079 --> 00:19:16.359 here and then sign here too all kinds of stuff 00:19:16.359 --> 00:19:18.240 right you you guys get the point you can you 00:19:18.240 --> 00:19:22.000 can customize this DocuSign document that's part 00:19:22.000 --> 00:19:24.549 of the template so With that, I'm just going 00:19:24.549 --> 00:19:26.670 to go ahead and save and close this. Keep it 00:19:26.670 --> 00:19:29.069 simple. And it looks like everything is in place 00:19:29.069 --> 00:19:31.890 now. Now, let's do this. Let's go back to our 00:19:31.890 --> 00:19:39.329 agent. Make sure to give this video a like as 00:19:39.329 --> 00:19:43.130 it really does help the channel. And let's take 00:19:43.130 --> 00:19:48.650 this prompt and copy it. Refresh the test and 00:19:48.650 --> 00:19:52.259 ask it the same question. Can you send a document 00:19:52.259 --> 00:20:02.079 for me? Let's see what it says I'm already seeing 00:20:02.079 --> 00:20:03.940 some differences here based on all the coding 00:20:03.940 --> 00:20:07.700 that's happening Look at all this stuff over 00:20:07.700 --> 00:20:12.599 here look at this the document has been successfully 00:20:12.599 --> 00:20:15.599 sent to the specified recipients if you need 00:20:15.599 --> 00:20:19.119 any further assistance let me know so that document 00:20:19.119 --> 00:20:23.599 that i already had got sent to the recipient 00:20:23.599 --> 00:20:26.200 which i already put the email in here so look 00:20:26.200 --> 00:20:29.019 at all this stuff right in terms of the inputs 00:20:29.019 --> 00:20:32.019 this is the template this is the email subject 00:20:32.019 --> 00:20:35.440 please sign immediately this is the body hello 00:20:35.440 --> 00:20:40.000 this is very important all of that stuff basically 00:20:40.000 --> 00:20:43.680 happening and all the coding you can see is already 00:20:43.680 --> 00:20:47.660 pre -populated and done for you this is the power 00:20:47.660 --> 00:20:51.000 of MCP you don't have to do all the heavy lifting 00:20:51.000 --> 00:20:53.099 that you normally had to do with power automate 00:20:53.099 --> 00:20:56.180 flows and custom connectors because it's a standard 00:20:56.180 --> 00:20:59.240 it's already set up for you and so you can just 00:20:59.240 --> 00:21:02.680 execute quickly just like i did in this in this 00:21:02.680 --> 00:21:04.980 demo for you now there's some other functions 00:21:04.980 --> 00:21:07.619 but let's go check make sure that this email 00:21:07.619 --> 00:21:09.920 actually got sent to the recipient so let's do 00:21:09.920 --> 00:21:12.220 that real quick and so what you're looking at 00:21:12.220 --> 00:21:16.019 now is that gmail that basically the agent sent 00:21:16.019 --> 00:21:18.839 the document to and so you can see test document 00:21:18.839 --> 00:21:21.259 please sign immediately and i can go ahead and 00:21:21.259 --> 00:21:23.920 select it And then I can review the document 00:21:23.920 --> 00:21:26.759 and it says in the body, hello, this is very 00:21:26.759 --> 00:21:28.779 important. So everything that we put in the template 00:21:28.779 --> 00:21:32.500 got executed by just me telling the agent about 00:21:32.500 --> 00:21:35.700 it or to tell it to take that action. So I can 00:21:35.700 --> 00:21:38.180 go ahead and review the document and see what 00:21:38.180 --> 00:21:40.119 it looks like. Now, if it doesn't look very good, 00:21:40.160 --> 00:21:41.880 it's because I didn't put a ton of effort in 00:21:41.880 --> 00:21:45.279 there. But let's just see. This is the message. 00:21:46.339 --> 00:21:49.240 Everything that we did, click continue. and look 00:21:49.240 --> 00:21:52.779 this is our document please sign sign here okay 00:21:52.779 --> 00:21:57.099 sounds good accept and sign sign here too accept 00:21:57.099 --> 00:22:02.019 and sign ready to finish finish so basically 00:22:02.019 --> 00:22:05.539 we just signed this document using our agent 00:22:05.539 --> 00:22:07.980 now let's see what else this agent can do right 00:22:07.980 --> 00:22:12.660 so if i select tools and i select that docusign 00:22:12.660 --> 00:22:16.109 mcp server if you look on the bottom the tool 00:22:16.109 --> 00:22:18.230 section that we looked at before so it looks 00:22:18.230 --> 00:22:20.329 like basically it can tell us about our account 00:22:20.329 --> 00:22:22.650 it can tell us about the templates that we have 00:22:22.650 --> 00:22:25.250 and then it can also send the template so let's 00:22:25.250 --> 00:22:28.930 go back to test here and we can say something 00:22:28.930 --> 00:22:35.250 like tell me about my DocuSign account let's 00:22:35.250 --> 00:22:38.890 see what it says so it executes that MCP server 00:22:38.890 --> 00:22:44.359 and it's running some code here right basically 00:22:44.359 --> 00:22:46.920 using that connector and it's coming back here 00:22:46.920 --> 00:22:50.720 on the right hand side and saying look this docusign 00:22:50.720 --> 00:22:53.299 account details are it's for microsoft this is 00:22:53.299 --> 00:22:57.539 your account id this is a your url it's for shervin 00:22:57.539 --> 00:23:01.259 and this is your email all of that stuff now 00:23:01.259 --> 00:23:06.160 let's say we ask it a question like um tell me 00:23:06.160 --> 00:23:12.470 about my docusign templates Let's see what it 00:23:12.470 --> 00:23:16.009 does there. So this one over here use the get 00:23:16.009 --> 00:23:18.450 current DocuSign account but this one is using 00:23:18.450 --> 00:23:22.529 get envelope templates and Over here. It's basically 00:23:22.529 --> 00:23:26.950 telling me that the template name is this the 00:23:26.950 --> 00:23:29.670 template ID It was created on this day was modified. 00:23:29.769 --> 00:23:33.009 It was used by it's got one page all of this 00:23:33.009 --> 00:23:35.369 stuff, the subject, the blurb, everything, right? 00:23:35.509 --> 00:23:38.569 So I would suspect if you had multiple templates, 00:23:38.910 --> 00:23:40.970 it would give you multiple of this information. 00:23:44.910 --> 00:23:47.250 Now, one thing I wanted to really highlight is 00:23:47.250 --> 00:23:50.910 the difference between how easy MCP servers are 00:23:50.910 --> 00:23:52.890 with the tools that they have embedded. Not only 00:23:52.890 --> 00:23:55.150 do they have multiple tools or connectors, if 00:23:55.150 --> 00:23:57.650 you will, but they've really simplified the process 00:23:57.650 --> 00:24:00.789 because of the standard that exists. So if we 00:24:00.789 --> 00:24:04.009 look at a traditional flow that I've made in 00:24:04.009 --> 00:24:06.509 the past using these connectors, if I select 00:24:06.509 --> 00:24:09.289 my flows here and I go and I look at one of these 00:24:09.289 --> 00:24:12.829 flows that I built, like this custom flow for 00:24:12.829 --> 00:24:16.950 ServiceNow, I use this as part of my HR connector 00:24:16.950 --> 00:24:20.650 in the past that connected to ServiceNow. So 00:24:20.650 --> 00:24:23.609 here we're in the overview section, but I can 00:24:23.609 --> 00:24:27.529 go to designer. This whole process of designing 00:24:27.529 --> 00:24:32.920 the connector you are basically skipping i know 00:24:32.920 --> 00:24:35.299 this is a custom flow and maybe a connector is 00:24:35.299 --> 00:24:37.359 a little bit more simple but let me just highlight 00:24:37.359 --> 00:24:40.099 something else right so if i expand this out 00:24:40.099 --> 00:24:43.039 like when an agent calls the flow listing the 00:24:43.039 --> 00:24:45.720 records in the service now and then i look at 00:24:45.720 --> 00:24:48.539 like updating the records there are things in 00:24:48.539 --> 00:24:53.019 here like basically formulas that you have to 00:24:53.019 --> 00:24:57.369 put in so for this this part of the connector, 00:24:57.569 --> 00:25:00.730 when I wanted to change the hours booked in a 00:25:00.730 --> 00:25:04.190 database, I had to write this code in here. And 00:25:04.190 --> 00:25:07.930 although this might not be that intense for someone 00:25:07.930 --> 00:25:11.509 who is new to power platforms or coding, this 00:25:11.509 --> 00:25:16.390 can be somewhat overwhelming. And so this whole 00:25:16.390 --> 00:25:20.150 idea of like functions and expressions and dynamic 00:25:20.150 --> 00:25:23.910 functions. all of that goes away with these mcp 00:25:23.910 --> 00:25:27.309 connectors and mcp servers and clients because 00:25:27.309 --> 00:25:30.430 of this standard connection that exists between 00:25:30.430 --> 00:25:32.869 the client and the server and the host so i think 00:25:32.869 --> 00:25:40.109 that is really the power of mcp and one last 00:25:40.109 --> 00:25:42.730 thing i want to show you is if we go back to 00:25:42.730 --> 00:25:45.410 the actual agent so if i select agents and continue 00:25:45.410 --> 00:25:48.970 without saving here and go back to that mcp server 00:25:48.970 --> 00:25:51.619 agent that we just built together. Remember, 00:25:51.779 --> 00:25:53.779 we didn't give it any instructions, any knowledge 00:25:53.779 --> 00:25:56.200 sources. All of that stuff is to come. We just 00:25:56.200 --> 00:25:59.420 kind of tested it in here. If this looks good, 00:25:59.579 --> 00:26:03.299 you can always publish it. and you can share 00:26:03.299 --> 00:26:06.359 it and you can put it inside channels. So there's 00:26:06.359 --> 00:26:08.779 a ton more that you can do. And if you're curious 00:26:08.779 --> 00:26:11.599 about those, just let me know. But this doesn't 00:26:11.599 --> 00:26:13.380 have to be just something that you test inside 00:26:13.380 --> 00:26:16.019 Copilot Studio, but this can be something that 00:26:16.019 --> 00:26:19.059 you actually publish and you share. So now that 00:26:19.059 --> 00:26:22.599 we're publishing it, we can actually go ahead 00:26:22.599 --> 00:26:25.779 and select this on the top here. We have five 00:26:25.779 --> 00:26:28.079 different options. We can go to five. We can 00:26:28.079 --> 00:26:31.240 go to channels. And then we can decide where 00:26:31.240 --> 00:26:33.900 we want to publish to. So if you want to publish 00:26:33.900 --> 00:26:39.700 just to inside Teams and M365 Copilot, then we 00:26:39.700 --> 00:26:42.279 can basically fill out this stuff. So if this 00:26:42.279 --> 00:26:45.160 looks good, we can go ahead and add channel and 00:26:45.160 --> 00:26:48.380 then we can make this agent available in M365 00:26:48.380 --> 00:26:51.819 and we can edit the details and all of that good 00:26:51.819 --> 00:26:54.259 stuff over here. So the developer name, I always 00:26:54.259 --> 00:26:58.730 like to put Shafi Studios. and go ahead and save 00:26:58.730 --> 00:27:01.109 and then you can always click on availability 00:27:01.109 --> 00:27:04.890 options right here and you can basically copy 00:27:04.890 --> 00:27:07.769 the link very simple thing to do is if you go 00:27:07.769 --> 00:27:11.549 inside teams and you just drop it anywhere in 00:27:11.549 --> 00:27:15.789 a chat this is my first mcp agent then you can 00:27:15.789 --> 00:27:18.289 basically select it and you can add it to your 00:27:18.289 --> 00:27:22.269 own profile and by you now adding it to your 00:27:22.269 --> 00:27:24.589 profile everything that we did in the test screen 00:27:25.259 --> 00:27:28.519 You can just have access to inside Copilot for 00:27:28.519 --> 00:27:31.220 Teams. So now that it was added, you can see 00:27:31.220 --> 00:27:33.799 that you can chat with it inside Teams. My first 00:27:33.799 --> 00:27:37.319 MCP agent, we can select it and you can say something 00:27:37.319 --> 00:27:42.400 like, wow, what templates do I have? And so you 00:27:42.400 --> 00:27:44.539 can interact with it just much like you did. 00:27:44.660 --> 00:27:47.140 And the first time, even here, it's going to 00:27:47.140 --> 00:27:49.539 ask you to connect with it. It's going to ask 00:27:49.539 --> 00:27:51.539 you for that connection manager, which is fine. 00:27:51.680 --> 00:27:54.799 You just click on the link, you connect to your 00:27:54.799 --> 00:27:57.339 DocuSign account, and then you can ask it that 00:27:57.339 --> 00:27:59.559 question again. So let's go ahead and select 00:27:59.559 --> 00:28:03.960 connect and then go back to Teams and ask it 00:28:03.960 --> 00:28:08.480 the same question. What templates do I have access 00:28:08.480 --> 00:28:12.000 to? And now with the connection there, this is 00:28:12.000 --> 00:28:13.980 kind of like asking everything we did in the 00:28:13.980 --> 00:28:15.900 test environment, but now you're doing it inside 00:28:15.900 --> 00:28:19.059 Teams. So this is how you can access your agents 00:28:19.059 --> 00:28:23.319 inside Teams and Copilot. So it's basically telling 00:28:23.319 --> 00:28:27.200 us that template that we built. This is very 00:28:27.200 --> 00:28:29.839 important, all that kind of stuff, right? I hope 00:28:29.839 --> 00:28:32.339 you really enjoyed this session. I was very excited 00:28:32.339 --> 00:28:35.779 to show you all about MCP and I'm looking forward 00:28:35.779 --> 00:28:39.119 to... The MCP server list being built out with 00:28:39.119 --> 00:28:41.380 more and more companies and connections over 00:28:41.380 --> 00:28:44.000 time. If you have any feedback, if you have any 00:28:44.000 --> 00:28:46.859 questions, drop them in the comments. Make sure 00:28:46.859 --> 00:28:49.319 to give this video a like and consider subscribing. 00:28:49.619 --> 00:28:51.640 And I'll catch you on the next one.