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Connect Commcare to Copilot

Send Commcare forms and cases to Copilot on a schedule. Filter by date. Refresh as often as every 15 minutes.

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Copilot

What changed in our Commcare data this week?

Querying the Commcare data set in Coupler.io
Copilot queries your Commcare data through the Coupler.io MCP connector. Access is read-only.
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How to connect Commcare and Copilot

4 steps. You can preview the Commcare data in Coupler.io before anything reaches Copilot.

Step 1 of 4

Connect Commcare

Enter your Commcare app ID, API key and project space. You only do this once per account.

App ID••••••••••••
API key••••••••••••
Project space••••••••••••

Step 2 of 4

Choose what to export

Pick the Commcare data you want in Copilot.

Start dateAny dateSpecify the start date for extracting records. Only records after this date will be exported.

Step 3 of 4

Connect Copilot

In Copilot Studio, add a Model Context Protocol tool to your agent with the Coupler.io MCP server URL from the destination step. Each user signs in to Coupler.io once.

Data set to shareFormsThe data view the agent can read
Coupler.io MCP server URLhttps://mcp.coupler.io/mcpShown in the destination step, paste in Copilot Studio
AuthenticationOAuth 2.0OAuth 2.0 with Dynamic discovery, no client secret

Step 4 of 4

Set a schedule

Copilot sees the data as of the last run. Run it as often as every 15 minutes.

Get the most of Commcare to Copilot integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Commcare to Copilot questions

2 data types, including Forms and Cases.

With your Commcare app ID, API key and project space, entered once when you add the connection.

Yes. Set the start date to cover the period you need.

No. The data stays in Coupler.io, and Copilot queries it read-only when you ask a question. It can't edit or delete Commcare rows.

Microsoft Copilot Studio. Add Coupler.io to your agent as an MCP tool, and the agent can query your Commcare data.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example 100ms or Amazon Seller Central, and join or append them before the data reaches Copilot.

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