Microsoft Copilot, Copilot Studio and D365 MCP Client
Microsoft Copilot is an AI-powered assistant designed to boost productivity and streamline workflows by automating routine tasks, analyzing data, and offering contextual assistance.
About This MCP Connection
Teams can configure Gong as both an MCP client (pulling external context into your revenue workflows in Gong) and an MCP server (enabling Gong's revenue-specific agents to work with every other AI agent in your stack) to leverage AI-powered insights from account and deal activity.
By connecting Gong to Microsoft Copilot, Copilot Studio, and D365’s MCP client, teams can ask questions about specific accounts and deals, generate structured briefs, and bring trusted Gong insights into Copilot-powered workflows without manually searching Gong or copy-pasting context between tools.
By connecting Gong to Microsoft Copilot, Copilot Studio, and D365’s MCP client, teams can ask questions about specific accounts and deals, generate structured briefs, and bring trusted Gong insights into Copilot-powered workflows without manually searching Gong or copy-pasting context between tools.
Available Tools
The Gong MCP Server exposes three read-only tools:
- ask_account: Answers natural-language questions about a single account.
- ask_deal: Answers natural-language questions about a single deal.
- generate_brief: Generates a structured, multi-category brief for an account or deal, including insights such as key themes, stakeholders, risks, and next steps.
Each tool analyzes Gong activities within a defined time range and returns AI-generated insights. The tools do not return raw transcripts, message bodies, or activity lists, and they do not create, update, or delete data.
What You Can Do with this MCP Connection
- Ask Copilot natural-language questions about a specific account or deal and get answers grounded in Gong activity.
- Generate structured account or deal briefs in Copilot, including key themes, stakeholders, risks, and next steps.
- Combine Gong insights with other data available to your Copilot agent to support account research, deal reviews, QBR prep, and executive briefings.
- Use Gong as a trusted revenue intelligence source for Copilot-powered planning, analysis, and follow-up.
Connect
Create an app in Gong
- In Gong, go to Company Settings > Ecosystem > API > Integrations and click Create Integration.
- Enable the MCP scope.
- Select the appropriate access type. For Microsoft Copilot, Personal Access is recommended so each user authorizes with their own Gong credentials.
- Add the required redirect URI:
- For Copilot Studio, use the callback URL generated during the MCP connection setup.
- For Microsoft 365 Copilot plugins, use: https://teams.microsoft.com/api/platform/v1.0/oAuthRedirec
- Save the integration. Gong returns a Client ID and Client Secret. Copy both.
Connect Gong in Microsoft Copilot, Copilot Studio, and D365
- In Microsoft Copilot Studio, connect your agent to an existing MCP server using the MCP onboarding wizard.
- Enter the Gong MCP Server URL: https://mcp.gong.io/mcp
- Configure OAuth using the Client ID and Client Secret from the Gong integration.
- Sign in with your Gong account when prompted to complete authorization.
- Once connected, your Copilot agent can call the approved Gong MCP tools based on the scopes enabled by your Gong admin.
Requirements
Gong Requirements
- Access to Gong MCP Server.
- A Gong Technical Administrator to create the MCP integration in Gong.
- A dedicated Gong MCP integration with the MCP scope enabled.
- Recommended access type: Personal Access, meaning user-level access. Each user signs in with their own Gong credentials, and Microsoft Copilot can only access the Gong data that user is already permitted to see.
Microsoft Requirements
- Access to Microsoft Copilot Studio or the relevant Microsoft 365 Copilot extensibility environment.
- Permissions to create or configure an agent/plugin that connects to an MCP server.
- Generative orchestration must be enabled to use MCP in Copilot Studio.
- OAuth 2.0 authorization code flow configuration for the Gong MCP Server. MCP and API plugins support OAuth 2.0 authorization code flow, with optional PKCE support.