Connect ioTORQ LEAN to a Microsoft Copilot Studio agent so people in your organization can ask about their facilities, assets, OEE, downtime, quality, maintenance metrics and changeovers directly from Copilot.
Before you start
An owner or administrator of your organization's Copilot Studio environment adds ioTORQ LEAN to an agent once. After that, each person connects with their own LEAN account and can only access the LEAN information they are already authorized to see.
If you manage Copilot Studio: follow For owners/admins below.
If ioTORQ LEAN is already available in your organization's Copilot agent: skip to For users.
For owners/admins: Add ioTORQ LEAN to a Copilot Studio agent
What you'll need
Access to Microsoft Copilot Studio and an agent you can edit
Your organization's LEAN MCP address.
Take the address you normally use to open LEAN and add
/mcpto the end. For example:https://yourcompany.iotorq-lean.com/mcp
A Client ID and Client Secret from ioTORQ Support. LEAN only accepts connections from AI applications that ioTORQ has registered for your organization. This is a one-time step for each AI application.
1. Request your connection details
Contact ioTORQ Support at [email protected] and tell us:
That you want to connect Microsoft Copilot Studio to ioTORQ LEAN
Your organization's LEAN address, for example
https://yourcompany.iotorq-lean.com
We will send you a Client ID and a Client Secret. Treat the Client Secret like a password: enter it only in Copilot Studio, and do not share it in chats, emails or documents.
2. Open your agent and add a tool
Open Microsoft Copilot Studio and select the agent you want to connect to ioTORQ LEAN.
Go to Tools, select Add a tool, then select Model Context Protocol (MCP) and Add an MCP.
3. Enter the ioTORQ LEAN connection details
Server name: ioTORQ LEAN
Server description: Answers questions about production data in ioTORQ LEAN: OEE, downtime, quality, maintenance and changeovers.
Server URL: your LEAN MCP address, for example
https://yourcompany.iotorq-lean.com/mcp
Under Authentication, select OAuth 2.0, then Manual, and enter:
Client ID and Client secret: the details from ioTORQ Support
Authorization URL:
https://yourcompany.iotorq-lean.com/o/authorize/Token URL:
https://yourcompany.iotorq-lean.com/o/token/Refresh URL:
https://yourcompany.iotorq-lean.com/o/token/Scopes:
mcp:read
Use your organization's LEAN address in each URL. Select Create.
4. Send the redirect URL to ioTORQ Support
Copilot Studio shows a redirect URL for the new connection. Copy it and send it to [email protected]. We add it to your organization's registration and confirm when it's done. Sign-in fails until then.
5. Create your connection
Under Connection, select Create new connection. You can enter a display name for the connection. Select Create.
6. Sign in to ioTORQ LEAN
You will be redirected to LEAN. Sign in as you normally do, with your LEAN username and password or your organization's single sign-on (SSO), and your multi-factor authentication code if you use one. Review the requested access and select Authorize. The connection is read-only: it cannot change anything in LEAN.
7. Add ioTORQ LEAN to your agent
Back in Copilot Studio, confirm your ioTORQ LEAN connection is selected and select Add.
In the tool's settings, set the credentials to End user credentials. Each person who uses the agent then signs in with their own LEAN account and sees only their own LEAN data. With your credentials instead, everyone using the agent would see what your LEAN account can see.
Publish the agent as you normally do so people in your organization can use it.
For users: Connect your LEAN account
Once your administrator has added ioTORQ LEAN to an agent, open that agent. You do not need a Client ID or Client Secret.
Ask a question about your LEAN data. The first time the agent needs LEAN, it asks you to connect.
Sign in to LEAN with your own account, including SSO and multi-factor authentication if you use them. Your LEAN password is never given to Copilot.
Review the requested access and select Authorize.
The agent can only access the LEAN information your account is permitted to see. Connecting it does not give you any additional permissions in LEAN.
Verify your connection
Ask the agent:
Which facilities can you see in ioTORQ LEAN?
It should return the facilities your LEAN account has access to. If it does, you're ready to ask about your LEAN data. For ideas, see Connect AI assistants to ioTORQ LEAN.
Disconnect ioTORQ LEAN
To stop an agent from using LEAN, open the agent in Copilot Studio, go to Tools, and remove the ioTORQ LEAN tool. Disconnecting does not change or delete anything in LEAN.
Troubleshooting
For connection problems, sign-in issues, missing LEAN data or unexpected answers, see Troubleshoot AI connections to ioTORQ LEAN.
If you still need help, contact ioTORQ Support at [email protected].