Your purchase has been processed. Sign in with the Microsoft 365 account you used to subscribe to finish activating Second Opinion for Sales.
Signing in confirms your Microsoft 365 identity and your license. Pricing and billing are managed by Microsoft commercial marketplace under your Microsoft Customer Agreement.
By activating, you agree to the Second Opinion for Sales Terms of Service.
Your subscription is active and your seat is verified. Choose your agent below and follow the steps to connect.
Before you do anything else: if you are connecting Claude or ChatGPT, your connector URL appears in Step 1 of those tabs below. Copy it. Do not click it. Copilot Studio does not use a connector URL; it signs in with Microsoft. Opening the URL in a browser does nothing useful. This URL is shown once. If you navigate away before copying it, use the recovery instructions below.
Lost your connector URL? Find the confirmation email from Microsoft AppSource with the subject "Your SaaS subscription is ready." Click the activation link in that email, sign in with the same Microsoft 365 account you used to subscribe, and your connector URL will be reissued. If you no longer have that email, contact support@pansophyai.com and we will reissue it within one business day.
No sign-in required inside Claude. Your connector URL is your seat. Keep it to yourself.
This is your personal link. It connects Claude to your seat.
Go to claude.ai. Click your profile icon in the top-right corner, then click Settings.
In the left sidebar, click Connectors, then click Customize in the top-right of the connectors panel.
Click the + icon and choose Add custom connector. Paste the URL from Step 1 into the URL field. Leave all other fields empty. Click Add.
https://.Start a new chat. Click the + icon next to the message box, find Second Opinion for Sales, and turn it on. Paste in a block of sales conversation text and ask Claude to run a second opinion on it.
ChatGPT calls custom MCP servers "apps," and adding one needs Developer mode turned on first. This is a one-time setup. Because your connector URL is its own credential, you choose No authentication.
Go to chatgpt.com. Open Settings, then Apps in the left sidebar. Click Advanced settings and turn on Developer mode.
Click Create app. Name it Second Opinion for Sales. Leave the connection set to Server URL and paste the URL from Step 1. Set Authentication to No authentication.
Tick I understand and want to continue, then click Create.
Start a new chat. Click the + icon in the message bar, choose More, and select Second Opinion for Sales.
Paste a block of sales conversation into the chat and ask ChatGPT to run a second opinion. Tell it whether the text is from the seller or the prospect.
One time per organization, an administrator makes Second Opinion for Sales known to your Microsoft 365 tenant. Until this is done, sign-in fails with error AADSTS650052. If you are not an administrator, copy this section to the person who is, and wait for their confirmation before continuing. Both parts take under five minutes.
A. Create the service principal. In a terminal with the Azure CLI, signed in to your tenant (az login --allow-no-subscriptions), run:
B. Grant consent. In a browser, signed in as a Global Administrator of your tenant, paste this address and accept:
Run A before B. The landing page after B may show a sign-in error from our server; that is expected and harmless. What matters is the address bar: admin_consent=True with no error= parameter means consent succeeded.
Go to copilotstudio.microsoft.com and open the agent you want to add Second Opinion for Sales to.
In the agent editor, click Add a tool, then New tool, and choose Model Context Protocol. Paste the endpoint from Step 1 as the server URL.
For authentication, choose OAuth 2.0, then Dynamic discovery. Nothing else.
Do not choose "No authentication." The tool may appear to save, but every call will be rejected, and the half-made connection has to be deleted before you can retry cleanly. If you already created one with No authentication, delete that tool and start again.
Leave the other fields alone; they fill in from the server. Click Create.
Add the tool to your agent and choose Create new connection. Sign in with the same Microsoft 365 account that holds the active subscription, and approve the consent prompt.
second_opinion tool is listed for your agent.AADSTS650052, the administrator step at the top of this tab has not been completed in your tenant. If it fails on the license, confirm the account has a seat in the Microsoft 365 admin center under Billing → Licenses → Second Opinion for Sales. If your tenant restricts consent, an administrator approves it once for everyone.Open the test chat and send any message that uses the tool. The first time, the chat will not run the tool; it tells you a connection is needed. Click Open connection manager, find Second Opinion for Sales in the list, click Connect, sign in, and allow. Then return to the test chat and try again.
Test it from an actual chat with your agent, not the tool setup page. Paste a block of sales conversation and ask for a second opinion on the seller or the prospect. Then save and publish so your team can use it wherever you deploy Copilot Studio agents; each user signs in with their own Microsoft 365 account.