Connect the Whimsical MCP server to a Microsoft Copilot Studio agent and your agent can create and edit Whimsical files as part of a conversation - flowcharts, mind maps, wireframes, sticky notes, and docs - without anyone leaving Copilot.

Once it's connected, you can ask the agent things like "map out the onboarding flow for the new billing plan" or "turn these meeting notes into a mind map", and it builds the file in Whimsical and returns a link.

Before you startCopied!Link to this section

• A Whimsical account, signed in on the same browser you'll use to authorise the connection.
• A Copilot Studio agent you can edit. Adding an MCP server depends on your Copilot Studio plan and your permissions in the environment - if the option isn't available, check with your Microsoft admin.

Add Whimsical to your agentCopied!Link to this section

1. Open the Tools panel. Open your agent in Copilot Studio and go to the Build tab. In the panel on the right, find Tools and select the + button.
2. Add an MCP server. In the Add a tool dialog, select + Add in the top right, then choose Model Context Protocol (MCP).
3. Enter the Whimsical server details. Fill in the Add MCP server panel with these values, then select Add.
   • Server name: Whimsical
   • Server description: Whimsical MCP
   • Server URL: https://mcp.whimsical.com/mcp
   • Authentication: OAuth 2.0
   • Configuration type: Dynamic (with discovery)
4. Create a connection. The Select a connection dialog opens with the connection listed as Not connected. Open the dropdown beside it and create a new connection.
5. Authorise Whimsical. In the window that appears, optionally give the connection a display name - useful if you connect more than one Whimsical workspace - then select Create. A Whimsical sign-in window opens; approve access to finish.
6. Finish adding the tool. Back in Select a connection, the connection now shows Whimsical with a green status dot. Select Add.

Whimsical now appears in your agent's Tools list, and its actions are available to the agent.

Test your agentCopied!Link to this section

Open the Preview tab and try a prompt such as: "Create a flowchart of a password reset flow: request reset, send email, click link, set new password, confirm."

The agent should return a link to a new Whimsical file. Open it to check the result, then publish the agent when you're happy with it.

Tell the agent when to use WhimsicalCopied!Link to this section

Copilot Studio decides which tool to call based on your agent's instructions. If it doesn't reach for Whimsical when you'd expect it to, add a line to the Instructions field, for example:

When the user asks for a diagram, flowchart, mind map, wireframe, or doc, use the Whimsical tools to create it and share the link.

What your agent can doCopied!Link to this section

The agent gets the same tools as any other MCP client: searching your workspace, reading files, creating boards, flowcharts, mind maps, sequence diagrams, wireframes, sticky notes, tables, and docs, editing existing files, and reading or leaving comments. See Whimsical MCP - supported tools for the full list and example prompts.

TroubleshootingCopied!Link to this section

The connection still shows as Not connected. Close and reopen the Select a connection dialog. If it still shows as disconnected, delete the connection and create it again, and check that pop-ups aren't blocked for Copilot Studio.

Files are created in the wrong workspace. Files go to the workspace tied to the account that authorised the connection. Remove the connection and create a new one while signed in to the right Whimsical workspace.

The agent can't find an existing file. The agent only sees files the authorising account can access - the maker's access on a shared connection, each person's own access on an end-user connection.