Setup Microsoft Copilot Studio with Wrike MCP

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This guide provides a comprehensive, end-to-end walkthrough for setting up the Wrike Model Context Protocol (MCP) server within Microsoft Copilot Studio.

The steps we are going to follow here are to create an Agent in Microsoft Copilot Studio and configure Wrike MCP as a tool for this Agent. While there are other ways of connecting Wrike MCP to Microsoft Copilot Studio, this one is the one we get requested the most from our customers.

Step 1: Create a Wrike App (administrator, one-time per organization)

Before configuring Copilot, you must create a bridge in Wrike to handle security and authentication.

1. Log in to Wrike, click your profile icon, and select Apps & Integrations.
2. Navigate to the API tab and click Create new app.
3. App Name: e.g., "Wrike MCP for Copilot".
4. App Description: e.g., "Connection for Microsoft Copilot Studio agents."
5. Save Credentials: Your OAuth Client ID and Secret key will be generated. Copy these immediately; you will need them in the next step.
6. Important: Leave the Redirect URL field empty for now. You will return to this page to add a specific URL generated by Microsoft later in the process.
7. Click Save.

Step 2: Create an Agent in Microsoft Copilot Studio with Wrike MCP as a Tool

Now, we will register Wrike as a functional tool that your AI agent can use to perform tasks.

Navigate to the MCP Tool

1. Log in to Microsoft Copilot Studio.
2. Select Agents from the sidebar and click Create blank agent (or select an existing one).
3. Open the Tools tab at the top of the page.
4. Click the Add a tool button and select Model Context Protocol.

Enter Server Details

• Server Name: Wrike MCP
• Server Description: Access and manage Wrike workspace data, projects, and tasks.
• Server URL: https://mcp.wrike.com/app/mcp/stream

Configure Authentication

1. Under Authentication, select OAuth 2.0.
2. Set the Type to Manual.
3. Paste the Client ID and Client Secret you saved from the Wrike App in Step 1.
4. Enter the following URLs exactly:

• Authorization URL: https://login.wrike.com/oauth2/authorize
• Token URL template: https://login.wrike.com/oauth2/token
• Refresh URL: https://login.wrike.com/oauth2/refresh

1. Leave Scopes and Redirect URL (the input field) empty.
2. Click Create.

Step 3: Finalize Redirect URL in the Wrike App

Once you click Create, a modal will appear stating: "Your tool was created successfully!"

1. Copy the Redirect URL: Copilot Studio will display a unique Redirect URL in this modal. Copy it to your clipboard.
2. Return to Wrike: Go back to your Wrike App settings (Apps & Integrations > API > Your App).
3. Paste & Save: Paste the copied URL into the Redirect URLs field in Wrike and click Save.

Step 4: Connect and Provision the Agent in Microsoft Copilot Studio

With the URLs synced between both platforms, you can now finalize the connection.

1. In the Copilot Studio "Add Tool" modal, click Next.
2. Under Connection, click Not connected and select Create new connection.
3. Click Create. A Wrike sign-in window will open.
4. Enter your Wrike credentials and click Accept to authorize the agent.
5. Click Add and Configure. Your agent is now provisioned and you will see the full list of available Wrike tools.

Testing & Troubleshooting

You can test the integration using the test pane on the right-hand side of Copilot Studio.

• Sample Prompt: "What tasks are assigned to me that were created in the last 7 days?"

Troubleshooting the "Retry" Message:
If the agent asks you to connect or shows a retry message during your first test:
1. Click Open connection manager in the message.
2. Find the Wrike MCP connection.
3. Click Connect, then click Submit.
4. Once the status shows "Connected," return to the agent and retry your prompt.

Note: Microsoft Copilot Studio also offers the option to go to Tools > Custom Connector. While this is an available path, we do not officially document it at this time as the MCP method is the optimized standard for this integration.