Prodeal's MCP server lets you connect your Prodeal account to MS Copilot so you can interact with your deal rooms directly from the MS Copilot interface. Setup takes a few minutes and requires two steps: an org admin enables MCP access for the organization, and then each user enables it for their own account.
Step 1: Enable MCP Access for Your Organization
This step must be completed by an org admin before any users can connect.
Log in to Prodeal and go to Account > Organization Dashboard.
Select Security.
Under Security Options, find MCP Access and toggle it on.
Once enabled, users in your organization can proceed with their individual setup.
Step 2: Enable MCP Access for Your Account
Go to Account > Account Settings.
Select Password and Security.
Toggle on MCP Access.
Step 3: Configure Basic Server Details
Go to the Tools page for your agent.
Select Add a tool.
Select New tool.
Select Model Context Protocol. The MCP onboarding wizard appears.
Fill in the required fields Server name, Server description, and Server URL. Write a brief, but clear description of what your MCP server does. The agent orchestrator uses this information to identify whether to call your server at runtime.
Select the authentication type for your MCP server, if applicable. You have three options:
None
API key Authentication
OAuth 2.0 Authentication
Selected OAuth 2.0 and click Create.