Everything Sitecore AI – Marketer MCP integration with Microsoft Copilot Studio

Context

As you may be aware, the Marketer MCP now has a capability to integrate with Microsoft Copilot studio. You can now connect your Microsoft Copilot Studio agents to the Sitecore Marketer MCP for seamless access to Sitecore’s marketing features.

The Marketer MCP is the Model Context Protocol (MCP) for marketing in Sitecore. It connects AI agents to Sitecore tools through the Agent API, providing secure access across the entire digital experience lifecycle.

In this blog post, I will walk you through a step-by-step guide, complete with screenshots.

Pre-requisites

Before you begin, make sure you have:

  • A valid Sitecore account with required permissions
  • A valid Microsoft Copilot studio account with access permissions to Create agents and Create Custom Connectors

Step 1 – Create a new agent in Copilot Studio

  • Open Copilot Studio and either create a new agent or open an existing one.
  • As shown in the screenshot below, specify the following minimal details for your agent:
    • Name: The name of your agent
    • Description: Description of your agent
    • Icon: You can choose an icon for your agent (optional)
  • Create agent in Copilot Studi0

Step 2 – Add a tool to the agent

  • Go to the Tools tab for your agent then click Add a tool.
  • Select New tool then choose Model Context Protocol. The MCP onboarding wizard opens
  • Enter the following details, as show in screenshot below
  • Under Authentication, select OAuth 2.0 and Dynamic discovery type. Then click Create.
    • The Add tool dialog will be displayed as shown below.
    • In the Add tool dialog, in Connection, click Not connected > Create new connection. Then click Create.
    • A pop-up dialog appears as per the screenshot below, with the message Resource parameter is required. This is expected. Follow the workaround below.
    • Copy the entire URL shown in the dialog. Append the following resource parameter to the end of the URL:
      • &resource=https%3A%2F%2Fedge-platform.sitecorecloud.io%2Fmcp%2Fmarketer-mcp-prod
    • Open a new browser window, paste the updated URL into the address bar and press Enter.
    • In the Marketer MCP authorization request dialog (see screenshot below), click Allow Access.
    • This will prompt you to login to your Sitecore Cloud Portal
    • Then select the organization and tenant you want to use when interacting with the MCP server (as per screenshot below)
  • Return to the Add tool dialog in Copilot Studio. When it shows that you’re connected to the MCP server, click Add and configure.

You should now see the Marketer MCP details and its tools enabled and ready to use. You can begin entering prompts to interact with Sitecore through the MCP.

Step 3 – Get prompting

From your Copilot prompt text area, you can now use natural language to prompt and perform actions in SitecoreAI. The first time you write a prompt, you may see a connection warning message shown below.

Simply follow the Open connection manager link to get connected. The link will open the dialog shown below

Click on Connect link. You will now get a response from your Sitecore AI as shown below.

Troubleshooting

You may come across some issues when establishing the connectivity into Marketer MCP from Copilot Studio. Below are the issues I encountered and how I resolved them.

Issue 1: Timeout error

I got this error when Creating the connection:

Issue 1 Resolution:

I simply repeated that step for the second time and issue was resolved

Issue 2: Environment Access permission error

The error below may occur when your Copilot Studio account doesn’t have access permissions to create a custom connection

Issue 2 Resolution:

Work with your ITS teams to provision the correct level of needed access in Copilot Studio

Next steps

In this blog post, we looked at a step-by-step guide on how to set the Marketer MCP integration with Microsoft Copilot Studio. We looked at potential connectivity issues that you may encounter and how to resolve them to get it working.

The Marketer MCP provides tools to create content, manage campaigns, run marketing automation, and handle content management. This is an evolving tool and remember to check latest updates from Sitecore.

The Marketer MCP is only reliable for the supported use cases listed here. Responses outside this scope have not been validated by Sitecore and might be inaccurate.

SitecoreAI docs

Stay tuned for future posts, feel free to leave us comments and feedback as well.

Everything AI – RAG, MCP, A2A integration architectures

Context

In this blog post, we are going to explore Agentic AI prominent integration architectures. We are going to discuss RAG, MCP and A2A architectures. If you are not familiar with these terminologies, don’t worry as you are in good company. Let us begin with how we got here in the first place.

What is an Agentic AI?

An AI agent is a system designed to pursue a goal autonomously by combining perception, reasoning, action, and memory. Often built using a large language model (LLM) and integrated with external tools. These agents perceive inputs, reason about what to do, act on those plans, and whilst also remembering any past interactions (memory).

We will now expound more on some of the key words below:

  • Perception – this is how your agent recognises or receives inputs such as a user prompt or some event occurring
  • Reasoning – this is the capability to break down a goal or objective into individual steps, identify which tools to use and adapt plans. This will usually be powered by an LLM
  • Tool – is any external system the agent can call or interact with, such as an API call or a database
  • Action – is the execution of the plan or decision by the agent, the act of sending an email for example, or submitting a form. Agent will perform the action leveraging the tools

What is Retrieval Augmented Generation (RAG)?

Carrying on with our AI agent conversation, suppose we need to empower our agent with deep, factual knowledge of a particular domain. Then RAG is the architectural pattern to use. As an analogy, think of RAG as an expert with instant access to your particular domain knowledge.

This pattern allows us to connect an LLM to an external knowledge source, which is typically a vector database. Therefore, the agent’s prompts are then “augmented” with this more relevant, retrieved data before the final response is generated.

Key benefit

With RAG, agents drastically reduces “noise” or “hallucinations” ensuring that the responses and answers are based on specific and latest domain knowledge or enterprise data

Some use cases

  • Q&A scenarios over Enterprise Knowledge – think of an HR agent that answers employee questions by referencing HR policy documents. Ensures the answers are accurate and citations of policies
  • Legal Team agent – that analyses company data rooms, summarizing risks and cross-referencing findings with internal documents and playbooks

What is Model Context Protocol (MCP)?

MCP is an open-source standard for connecting AI applications to external systems. As an analogy, think of MCP as a highly skilled employee who knows exactly which department (API) to call for a particular task.

MCP architecture, adapted from: https://modelcontextprotocol.io/docs/getting-started/intro

This is an emerging standard for enabling agents to discover and interact with external systems (APIs) in a structured and also predicable manner. It is like a USB-C for AI agents

Key benefit

MCP provides a governable, secure and standardized way for our agents to take action and interact with enterprise systems, doing more and going beyond simple data retrieval as in the use cases for RAG

Some use cases

  • Self-service sales agent – think of a Sales agent that allows a salesperson to create a new opportunity in a company CRM, then set up and add standard follow-up tasks as required. The agent does discovery of available CRM APIs, understand the required parameters and executes the transactions securely.
  • An accounting agent – think of automated financial operations where upon receiving an invoice in a email inbox, the agent calls the ERP system to create a draft bill, match it to Purchase Order and schedule a payment.

What is Agent-to-Agent (A2A)?

This does what is says on the tin. Multiple, specialized or utility agents collaborate to solve a problem that is too complex for a single agent. The graphic below illustrates this collaboration. As an analogy, think of a team of specialists collaborating on a complex project.

Key benefit

A2A enables tackling highly complex, multi-domain problems by leveraging specialized skills, similar to a human workforce.

Some use cases

  • Autonomous product development team – think of an autonomous product development teams consisting of “PM agent”, “Developer agent”, “QA agent” all working together. PM writes specs, Developer writes code and QA tests the code, iterating until a feature is completed. Specialization means agents can achieve higher quality of outputs at each stage of a complex workflow.

So which is it, RAG, MCP or A2A?

As architects we often rely on rubrics when we need to make architectural decisions. With Agent AI solutions, you can use a set of guidelines that best helps you assess the business domain problem and come up with the right solution. Below is an example rubric to help with your assessments and criteria when to leverage RAG, MCP or A2A.

Start with a goal

Agentic AI solutions are not any different. There is no “one size fits all” solutions. Always start with a goal, business objective so you can map the right Agentic AI solution for it. Sometimes Agentic AI many not be the right solution at all, don’t just jump on the bandwagon.

Trends and road ahead

Agentic AI is at very early stages and expect more emergence patterns in coming days and months. We may need to combine RAG and MCP and leverage a hybrid approach to solving AI problems. We already seeing the most valuable enterprise agents are not pure RAG or MCP but a hybrid.

Next steps

In this blog post, we looked at prominent integration architectures in this age of Agent AI. We explored RAG, MCP and A2A architectural patterns. We also looked at some of the use cases for each as well as key benefits we get from each pattern. We finished with a sample architecture rubric that can be leveraged.

Stay tuned for future posts, feel free to leave us comments and feedback as well.