ActivTrak MCP lets you ask Microsoft Copilot plain-language questions about your workforce data, such as productivity, utilization, team capacity, schedule adherence and absence patterns. You see only the data your ActivTrak role and permissions allow. Refer to Copilot's documentation to understand how it handles your data and how to share access with the right people.
Important: This is an early-access setup while we complete Microsoft's review of our Copilot listing. Once approved, you'll be able to add ActivTrak directly from the Copilot agent store, and you won't need these steps.
Contents
- Requirements
- Enable MCP Access in ActivTrak
- Deploy via Microsoft 365
- Open in Copilot
- Log in to ActivTrak
- Start querying your workforce data
- Troubleshooting
- Data access and privacy
- What you can query
- Feedback and support
- Frequently asked questions
Requirements
- A Microsoft 365 Copilot license for each user
- A Microsoft 365 admin account (with permission to upload custom apps) to deploy
- An ActivTrak account with MCP access for each user
- The ActivTrak Copilot app package (linked at the bottom of this article)
- 5-10 minutes to complete the setup
Enable MCP access in ActivTrak
Only an ActivTrak Admin can enable MCP access for your organization. If you are not an admin, share this step with your ActivTrak administrator and ask them to complete it.
- Log in to ActivTrak as an Admin.
- Navigate to APIs & Integrations > MCP Access.
- Click the Enable MCP access button in the top right.
- A confirmation dialog will appear. Review the details and click Enable access.
- Once enabled, you will see a confirmation message.
Deploy via Microsoft 365
Only a Microsoft 365 admin can deploy the ActivTrak agent. This is an organization-wide setup.
- Sign in to the Microsoft 365 admin center.
- Go to Settings > Integrated apps, and select Upload custom apps.
- Choose the Teams app, upload the ActivTrak .zip file (attached to the bottom of this article), and select Next.
- Select who gets access: everyone, specific users or groups. Review the permissions and select Deploy.
- Allow some time for the app to appear for users.
Open in Copilot
Individual users in your organization will need to follow these steps to open ActivTrak in Copilot:
- Go to m365.cloud.microsoft/chat.
- In the sidebar, under Agents, select ActivTrak MCP. If you don't see it, select Get agents and look under apps deployed by your organization, or ask your admin to confirm you were included.
Log in to ActivTrak
- Ask a question, such as "Which teams had the lowest utilization last week?"
- Select Sign in to ActivTrak MCP when prompted. Allow the pop-up window if your browser blocks it.
- Log in with your ActivTrak account. The window closes when sign-in completes, and Copilot answers.
Start querying your workforce data
You can now ask Copilot questions about your workforce in natural language.
Example questions:
- Which teams are closest to burnout this quarter?
- Do we have capacity to take on the new product rollout?
- Which teams had the lowest utilization last week?
- What is the average productive time for our customer success team compared to last month?
Copilot will access your ActivTrak data using your permissions. You will only see data that you are authorized to view based on your role permissions and Viewable Groups configuration in ActivTrak.
Troubleshooting
The agent doesn't appear in Copilot
Your admin may not have included you in the deployment. Ask them to check the app's availability under Integrated apps.
The sign-in window never opens, or it closes immediately
Allow pop-ups for m365.cloud.microsoft, then try again in a new chat.
I see "Something went wrong" after logging in
Sign out of other ActivTrak sessions and retry. If it persists, contact ActivTrak Support with the time of the error.
I see no data, or less than I expected
The agent shows only what your ActivTrak role and Viewable Groups allow. Confirm your permissions with your ActivTrak admin.
Copilot answers without using ActivTrak data
Start a new chat with the ActivTrak agent selected, and name ActivTrak in your question.
Data access and privacy
Your data is secure:
- All connections are encrypted.
- You can only see data that matches your ActivTrak role permissions and Viewable Groups.
- ActivTrak's compliance guardrails are enforced. The system will not answer questions asking for termination recommendations or other HR judgments.
Your administrator has visibility:
- Your ActivTrak Admin can see which users have connected to Copilot and when they last queried data.
- Admins can revoke a user's connection at any time from the MCP Access page.
What you can query
At launch, ActivTrak MCP supports queries about:
- Productivity: Productive time, productive hours vs. goals, productivity trends by team or individual
- Utilization: Team utilization rates, over/under-capacity analysis, utilization trends, workload distribution
- Schedule adherence: Work schedule adherence metrics, start/end time alignment, and schedule consistency
- PTO data: Paid time off tracking, leave balances, and absence data (available if your account is leveraging the HRIS Integration)
We will add additional data domains throughout the year.
Feedback and support
We want to hear about your experience using the ActivTrak MCP.
To flag an inaccurate or unexpected response:
Contact your ActivTrak Support team directly with details about the issue, unexpected response, or feedback.
For technical support or other questions:
Contact your ActivTrak Customer Success team.
Frequently asked questions
What if I want to disconnect Copilot from ActivTrak?
Ask your ActivTrak Admin to revoke your connection from the MCP Access page. You can reconnect by signing in again the next time you ask Copilot a question.
Can I see data from other employees that I don't have permission to view?
No. ActivTrak enforces your Viewable Groups permissions. You can only see data you are authorized to see in ActivTrak.
Is there a cost to use ActivTrak MCP during Early Access?
No, Early Access is free. Once Early Access ends, ActivTrak MCP will remain available at no additional cost for customers on eligible ActivTrak Product Packages.
What happens if I stop using ActivTrak MCP?
Ask your ActivTrak Admin to revoke your connection from the MCP Access page in the ActivTrak App. If your organization removes the Copilot app entirely, contact your Microsoft 365 admin.