Skip to content
Setup - Few EASY steps
 
 

From sign-up to your first answer

The steps below are in order — each one takes seconds. You only do this once; after that Zacks is available in every Claude conversation.

1. Open COPILOT Agent STore

Copilot→  More Agents → Browse connectors

Search for the Zacks MCP

 

MCP_copilot connector how
MCP_copilot_add connector

2. Add the Zacks Data MCP

  

Add Zacks Data and Connect to Copilot

 

 

 

 

3. Ask a question

  

Ask a question to prompt login. 

 

 

 

 

 

 

MCP_copilot ask question login2
MCP_copilot_login

4. Fill in all fields and follow the prompt

  

Continue to connect to sign in to the Zacks MCP.

 

 

 

 

5. allow access

  

Allow Zacks Data MCP to connect to your M365.

Zacks MCP maintains a consistent connection with Copilot, recalling and responding to the previously submitted query.

You are now connected and can continue with Copilot. 

 

 

 

 

 

 

MCP_copilot_allow access

Watch the quick setup