Connecting to the MCP Server

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Option 1: Federated connector (recommended)

1. Request the OAuth Client ID and Client secret for Microsoft 365 Copilot from support@creditbenchmark.com.
2. In the Teams Developer Portal, select Tools → OAuth Client Registration → New OAuth connection, and enter:

   Field	Value
   Name	Credit Benchmark
   Client ID	The client ID from Credit Benchmark
   Client secret	The client secret from Credit Benchmark
   Authorization endpoint	https://mcp.creditbenchmark.com/authorize
   Token endpoint	https://mcp.creditbenchmark.com/token
   Refresh endpoint	https://mcp.creditbenchmark.com/token
   Scopes	openid profile email offline_access

   Turn on Proof Key for Code Exchange (PKCE), select Save, and copy the OAuth client registration ID.
3. In the Microsoft 365 admin center, go to Copilot → Connectors. On the Gallery tab, under Created by your org, select Add on the Create a new connector tile.
4. On the Custom connector page, under Connect to MCP server, select Add. Enter:
   • Display name: Credit Benchmark
   • Base URL: https://mcp.creditbenchmark.com/mcp
   • OAuth registration ID: the ID you copied in step 2
5. Select Save. Use Staged rollout to release the connector to a test group first, then select Deploy to all users. Changes can take up to 15 minutes to apply.

1. In Microsoft 365 Copilot Chat, select the … menu, then Settings → Sources.
2. Find Credit Benchmark, select Connect, and sign in with your Credit Benchmark account on the OAuth sign-in page.
3. Ask your question in Copilot Chat, or select Credit Benchmark from Sources in the Researcher agent.

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Option 2: Copilot Studio agent

1. In Copilot Studio, create an agent or open an existing one.
2. On the agent’s Tools page, select Add a tool → New tool → Model Context Protocol.
3. Enter a name, such as Credit Benchmark, a short description, and the server URL https://mcp.creditbenchmark.com/mcp.
4. Set Authentication to OAuth 2.0 and choose Dynamic discovery, then select Create. Leave any client ID and client secret fields empty.
5. Create a connection when prompted and sign in with a Credit Benchmark account on the OAuth sign-in page, then add the tool to the agent.
6. In the tool’s settings, set Credentials to use to End user credentials, so each person signs in with their own Credit Benchmark account.
7. Optional: under the agent’s model settings, select a Claude model.
8. Publish the agent to the Microsoft 365 Copilot and Teams channels.

1. Open the agent from the agents list in Microsoft 365 Copilot or Teams.
2. The first time it calls a Credit Benchmark tool, select Sign in and sign in with your own Credit Benchmark account on the OAuth sign-in page.

1. Open Settings → Apps & Connectors.
2. Under Advanced settings, turn on Developer mode.
3. Select Create, enter a name, such as Credit Benchmark, and the MCP server URL https://mcp.creditbenchmark.com/mcp.
4. Set Authentication to OAuth, then select Create.
5. Sign in with your Credit Benchmark account on the OAuth sign-in page that opens.
6. In a new chat, enable the connector from the tools menu.

1. Add the server from your terminal:
   claude mcp add --transport http credit-benchmark https://mcp.creditbenchmark.com/mcp
   
   Add --scope user to make it available in every project, or --scope project to share it with your team through the project’s .mcp.json.
2. Start Claude Code and run /mcp.
3. Select credit-benchmark, choose Authenticate, and sign in with your Credit Benchmark account on the OAuth sign-in page that opens in your browser.

1. Add the server to ~/.cursor/mcp.json for all projects, or to .cursor/mcp.json for one project:
   {
     "mcpServers": {
       "credit-benchmark": {
         "url": "https://mcp.creditbenchmark.com/mcp"
       }
     }
   }
   
   No headers or API keys are needed. Cursor uses OAuth.
2. Open Cursor Settings → MCP. credit-benchmark shows that it needs a login.
3. Select Login and sign in with your Credit Benchmark account on the OAuth sign-in page that opens in your browser.

1. Add the server to .vscode/mcp.json in your workspace, or run MCP: Add Server from the Command Palette and choose HTTP:
   {
     "servers": {
       "credit-benchmark": {
         "type": "http",
         "url": "https://mcp.creditbenchmark.com/mcp"
       }
     }
   }
   
   No headers or API keys are needed. VS Code uses OAuth.
2. Start the server from the mcp.json editor or the Extensions view.
3. When VS Code asks to authenticate, allow it and sign in with your Credit Benchmark account on the OAuth sign-in page that opens in your browser.

1. Point the client at https://mcp.creditbenchmark.com/mcp.
2. The client discovers the OAuth endpoints from the server’s discovery metadata and registers itself through dynamic client registration (RFC 7591).
3. The client sends you through the authorization code flow with PKCE, where you sign in with your Credit Benchmark account.
4. The client sends the resulting access token as a bearer token in the Authorization header of every request, and refreshes it when it expires.