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Connecting to the Novata MCP in Copilot
Guide for Novata for Investors clients using Copilot
What is the Novata MCP?
The Novata MCP (Model Context Protocol) server connects Microsoft 365 Copilot directly to your Novata data (portfolio reports, metrics, benchmarks, and frameworks) so you can query it in plain language, without leaving your Copilot conversation or downloading anything from the platform.
Example prompts to get started
|
Query type |
Example prompt |
|---|---|
|
Metrics lookup |
“Show me Scope 1 and Scope 2 emissions for my portfolio companies for 2024.” |
|
Trend check |
“Can you look at Scope 1 emissions across 2024 and 2025 and flag large year-over-year swings?” |
|
Data coverage check |
“Which of my portfolio companies are missing renewable energy data for the current reporting year?” |
|
Visualization |
“Can you help me build a chart of [Company]'s employment-related metrics over the last three years?” |
|
Frameworks |
“What frameworks does my organization use?” |
|
Multiple organizations |
“For Acme Fund II, show me which portfolio companies are missing Scope 1 data.” |
Troubleshooting
|
Issue |
What to check |
|---|---|
|
Connected, but Novata isn't returning any data / access error |
Your organization likely hasn't been enabled for MCP yet. Confirm with your Customer Success contact. |
|
“Novata” doesn't appear in my Copilot connector list |
Your Copilot admin may not have added the connector yet. Check with them. |
|
Connected, but Novata isn't responding in this chat |
Confirm Novata is toggled on for this conversation. It may be off by default per chat. |
|
Connection shows as expired / disconnected |
Your session likely hit the 8-hour cap. Reconnect your Novata account in Copilot. |
|
Sign-in redirect fails or loops |
Clear your browser cookies for Copilot and novata.com, then retry. If it persists, contact support@novata.com. |
|
Tools not visible after connecting |
Restart Copilot if you're using a desktop app. In a browser, try refreshing the page. |
Getting Support
Reach out to your dedicated Customer Success contact, or email support@novata.com.
Please include your Copilot plan type, the error message (if any), and whether you're an org admin or an individual user. It'll help us get you unblocked faster.
Last Updated: October 20, 2026