> ## Documentation Index > Fetch the complete documentation index at: https://finance.dev/llms.txt > Use this file to discover all available pages before exploring further. # Microsoft Copilot Studio > Connect Microsoft Copilot Studio to Aries via MCP. Add MCP tool with Manual OAuth 2.0, use Aries authorization and token URLs, then create a connection and complete the Aries OAuth screen. Connect **Microsoft Copilot Studio** to Aries so you can use the Aries API (portfolio, market data, orders) from your Copilot agents. You add the Aries MCP server as a tool, configure **Manual** OAuth 2.0 with the Aries authorization and token URLs, enter your **Client ID**, then create a connection and complete the **Aries OAuth screen** in your browser (same flow as other platforms). *** ## What you need * An **Aries account** and access to [Client Center / Manage Account](https://app.aries.com/client-center). * A **Microsoft account** and access to [Microsoft Copilot Studio](https://copilotstudio.microsoft.com/) (sign in to create or edit agents). *** ## Step 1: Add the MCP tool and get your Redirect URL In Copilot Studio you will add the Aries MCP server as a tool and configure OAuth. The **Redirect URL** is generated by Copilot Studio (e.g. when you save). You need this URL for Step 2 (Client Center / Manage Account). 1. Go to [Microsoft Copilot Studio](https://copilotstudio.microsoft.com/) and sign in with your Microsoft account. 2. **Create a new agent** or open an **existing agent**. 3. In the agent, go to **Tools** -> **Add a tool** -> **New tool**. 4. Select **Model Context Protocol**. The MCP onboarding wizard appears. 5. Enter the tool details: * **Name** - e.g. **Aries** or **Aries MCP** (or any name you prefer). * **Description** - Optional; e.g. "Aries trading API". * **Server URL** - Enter this **exact** URL (fixed for all users): ``` https://mcp.aries.com/mcp ``` 6. Under **Authentication**, select **OAuth 2.0**. 7. For discovery type, select **Manual** (not Dynamic). 8. In the Manual OAuth form, fill in the **Aries** endpoints (Client ID and Client secret will be filled in Step 3): * **Authorization URL** - Enter exactly: ``` https://app.aries.com/oauth2/authorize ``` * **Token URL template** - Enter exactly: ``` https://api.aries.com/v1/oauth2/token ``` * **Refresh URL** - Enter exactly (same as token URL): ``` https://api.aries.com/v1/oauth2/token ``` * **Scopes** - Optional; e.g. the scopes you want (see [OAuth2 Guide - Scopes](/api-reference/oauth2/guide#available-scopes)). You will configure the same scopes in Client Center / Manage Account. 9. Find the **Redirect URL** field. Copilot Studio may show a read-only value such as "The redirect URL will be generated when you save..." with a **Copy** option. **Save** or **Create** the tool if needed so the Redirect URL is generated, then **copy** that Redirect URL - you will use it in Step 2. Enter the **Server URL** exactly: `https://mcp.aries.com/mcp` (no trailing slash). The **Authorization URL**, **Token URL**, and **Refresh URL** must match the values above. You will add the **Redirect URL** from Copilot Studio into Client Center / Manage Account in Step 2. *** ## Step 2: Create an OAuth app in Client Center / Manage Account (get your Client ID) [Create an OAuth app in Client Center / Manage Account](#step-2-create-an-oauth-app-in-client-center-manage-account-get-your-client-id) using the **exact Redirect URL** you copied from Copilot Studio in Step 1. Aries only requires a **Client ID** (no client secret for this MCP flow). 1. Open [Client Center / Manage Account](https://app.aries.com/client-center) and go to the **API** section. 2. Click **Generate Key**. 3. Fill in: * **Client name** - e.g. "Copilot Studio MCP". * **Redirect URI** - Paste the **exact** Redirect URL you copied from Copilot Studio (Step 1). It must match exactly or authorization will fail. * **Scopes** - Choose what you want the agent to do (e.g. read account, place orders, market data). Use the same scopes as in Copilot Studio if you entered any. 4. Save and copy your **Client ID**. You will enter this in Copilot Studio in Step 3. **Client ID is required** - the connection will not work without it. The **Redirect URI** in Client Center / Manage Account must match the **Redirect URL** from Copilot Studio exactly (no trailing slash, same scheme and path). If they differ, you will get a redirect\_uri\_mismatch error. *** ## Step 3: Enter Client ID in Copilot Studio and create the connection Back in Copilot Studio, enter your Client ID and finish the tool setup. Aries only requires **Client ID**; leave **Client secret** blank if the form allows it. 1. In the MCP tool OAuth configuration (Manual), enter: * **Client ID** - Paste your **Client ID** from Step 2. * **Client secret** - **Leave blank** if the UI allows. Aries MCP does not use a client secret; if the form requires a value, try leaving it blank first. Some OAuth UIs accept Client ID only. 2. Save or **Create** the tool, then click **Next**. 3. You will see a **Connection** that is **not connected**. Click that connection (or **Create new connection**). 4. Click **Create** to create the connection. This starts the Aries OAuth flow. **Client secret:** Aries only requires your **Client ID** for this MCP connection. If Copilot Studio's form marks Client secret as required and does not accept a blank value, try entering a single space or contact your admin; the Aries authorization server does not use client secret for this flow. *** ## Step 4: Complete the Aries OAuth screen and grant permission When you create or open the connection, your browser opens the **Aries OAuth screen** so you can sign in and grant access. 1. Your **browser** opens the **Aries OAuth screen** (sign-in and consent page). 2. **Sign in** with your Aries email and password. 3. Review the permissions and click **Allow** or **Approve** to grant access. **First-time permission grant:** This screen appears **only the first time** you connect. If you close it without clicking **Allow**, it may not appear again. Complete sign-in and click **Allow** or **Approve** before closing the tab. 4. After you approve, Aries redirects back and the token exchange completes. You should see a success message or return to Copilot Studio with the connection showing as **connected**. *** ## Step 5: You're connected Your Copilot Studio agent is now linked to your Aries account. You can use the Aries MCP tool in your agent within the scopes you granted (e.g. portfolio, market data, orders). *** ## Troubleshooting | Issue | What to do | | -------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **"redirect\_uri\_mismatch"** | The Redirect URI in [Client Center / Manage Account](https://app.aries.com/client-center) must match the **Redirect URL** from Copilot Studio exactly. Copy the URL from Copilot Studio again (after saving the tool) and set it in Client Center / Manage Account when generating the key. No trailing slash. | | **"invalid\_client"** | Confirm your Client ID is correct and the client is active in Client Center / Manage Account. Ensure you pasted the Client ID in the Copilot Studio OAuth form. | | **Client secret required** | Aries does not use a client secret for this flow. Leave Client secret blank if allowed; if the form rejects blank, try a placeholder and ensure Client ID is correct. | | **Permission screen didn't appear or I missed it** | The grant screen only appears the first time. Complete sign-in and click **Allow** before closing the browser tab. If you missed it, remove the connection and create it again, then complete the OAuth screen. | More help: [OAuth2 Guide - Troubleshooting](/api-reference/oauth2/guide#troubleshooting). *** ## Next steps Common steps and all supported platforms. Connect Claude in the browser to Aries. Add Aries MCP server in Cursor. Connect ChatGPT to Aries via MCP app. Connect Perplexity to Aries via MCP. Connect Claude Desktop to Aries. Connect Claude Mobile to Aries. Add Aries MCP via Claude Code CLI.