The MCP feature is only available on the ShiftCare Premium subscription plan.
The Model Context Protocol (MCP) enables you to securely connect your ShiftCare account to Microsoft Copilot. Once connected, you can ask Copilot to fetch, summarise, or analyse your live ShiftCare data (such as shifts, clients, and rosters) directly within your Microsoft 365 environment.
Unlike Claude or ChatGPT, Microsoft Copilot does not currently support "plug-and-play" custom connector URLs in the standard chat interface. Connecting ShiftCare requires an administrator to create and publish a Copilot Studio Agent.
Prerequisites
To use this integration, your organisation must have:
A Microsoft 365 Copilot license.
Access to Copilot Studio (included with M365 Copilot or available as an add-on).
An administrator to perform the initial setup.
Connect via Copilot Studio (Admin Only)
This is a one-time setup performed by an admin user. Once the agent is published, it becomes available to your designated team members in Microsoft Teams and Microsoft 365.
Part 1: Create the Agent
Go to copilotstudio.microsoft.com and sign in.
In the left navigation, select Create > New agent.
Name the agent (e.g., "ShiftCare Assistant") and provide a description.
In the agent settings, ensure Generative Orchestration is enabled.
Part 2: Connect the ShiftCare MCP Server
Inside your agent, navigate to the Tools tab and select 'Add a tool'.
Select 'New tool', then choose 'Model Context Protocol'.
Enter the following details for your specific region:
Server Name: ShiftCare [Your Region] (e.g., ShiftCare AU)
Server Description: ShiftCare care management platform
Authentication: OAuth 2.0 — Dynamic discovery
Server URL: Enter the URL for your specific region:
Select 'Create'. Copilot Studio will verify the connection and import the available tools from ShiftCare.
Select 'Add and configure' to finish adding the MCP server to your agent.
Part 3: Publish to Microsoft 365 Copilot
On the agent page, select 'Publish'.
Go to Channels and select 'Teams and Microsoft 365 Copilot'.
Click 'Add channel'.
Select 'Share' and assign the Viewer role to the users or groups who should have access.
Once published, team members can now find the ShiftCare Assistant in their list of Copilot agents in Microsoft Teams or Microsoft 365 Copilot.
Connect Your ShiftCare Account (All Team Members)
The first time a user interacts with the agent, they will be prompted to authenticate with their ShiftCare account via OAuth:
Open the ShiftCare agent in Microsoft 365 Copilot or Teams.
Select 'Connect' or 'Sign in' when prompted.
Choose the correct region and enter your ShiftCare email and password.
Once authenticated, the agent will have access to your ShiftCare account for future conversations.
Example Prompts
Important: Always mention "in ShiftCare" or "via ShiftCare" so the agent knows to fetch your live data.
"Show me my shifts for this week in ShiftCare."
"List all active clients in ShiftCare."
"What are the upcoming shifts for [Client Name] via ShiftCare?"
If you're looking to use a different AI assistant, read our guides on Integrating ShiftCare with Claude using MCP or Connecting ShiftCare MCP to ChatGPT.
Need inspiration for what to ask? Check out our ShiftCare MCP Prompt Library for a comprehensive cheat sheet of questions and commands you can use to fetch, analyse, and update your data.
For further assistance with Connecting ShiftCare MCP to Microsoft Copilot, please contact our Support team using online chat when you're logged into ShiftCare or email our Support team at support@shiftcare.com.