Sytex (Preview)

Query and update your Sytex field operations from Microsoft 365 Copilot.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Sytex
URL https://sytex.io
Email support@sytex.io
Connector Metadata
Publisher Sytex
Website https://sytex.io
Privacy Policy https://sytex.io/privacy
Categories AI;Data

Sytex

Sytex is a field operations platform: teams use it to run projects, workflows and tasks, fill in forms in the field, and keep track of sites, materials, people and dashboards. This MCP server connects Sytex to Microsoft 365 Copilot, Copilot Studio and Azure AI Foundry, so an agent can answer questions about a Sytex organization, create and update its records, and explain how to do things in Sytex from Sytex's own guides.

Publisher: Sytex

Prerequisites

  • An existing Sytex account. There is no sign-up through this server: you sign in with your Sytex credentials.
  • Each sign-in works with one Sytex organization, chosen when you sign in.
  • Every read and every change runs with your own Sytex permissions. The agent can never see or do more than you can in the Sytex web app.

Supported Operations

The server is Sytex's Model Context Protocol endpoint (Streamable HTTP) at https://mcp.sytex.io/mcp. It offers these tools:

Tool Access What it does
sytex_query Read-only Reads Sytex data: projects, tasks, forms, sites, materials, people, roles and their statuses. Use it for status summaries, delayed work, open blockers and lookups.
sytex_run Writes Creates and updates records, changes their status and deletes them. These changes are real and take effect immediately in your organization.
sytex_help Read-only Returns Sytex's command reference: the available commands, their options and examples.
sytex_guide Read-only Returns Sytex's domain guides (processes, tasks, forms, workflows, status flows, sites, people, roles, materials and more), whole or one section at a time.

Obtaining Credentials

You sign in with your Sytex credentials through OAuth 2.0 the first time an agent uses Sytex. There is nothing to register or create: no API key, no app registration and no client secret on your side.

Getting Started

  1. Add Sytex to your agent (in Microsoft 365 Copilot, from the agent store; in Copilot Studio, from Tools > Add a tool > Model Context Protocol).
  2. Ask something about your Sytex organization, for example: "Which open tasks in my project are delayed?" or "How do I put a task on hold in Sytex?"
  3. When asked, sign in with your Sytex account and choose the Sytex organization to work with.

Known Issues and Limitations

  • This server serves Sytex's US cloud. Organizations hosted in Sytex's EU region are not available through it.
  • One organization per sign-in. To work with another organization, sign out of Sytex in the agent's settings, sign in again and choose it.
  • Very large results are truncated. Narrow the question (a project, a status, a date range) to get complete answers.
  • Each tool call is limited to about 45 seconds and about 100 KB of output.
  • A sign-in lasts 90 days. After that, the agent asks you to sign in again.
  • Changes made through sytex_run take effect immediately. If your agent runs tools without asking first, instruct it to confirm every change with you before making it.

Frequently Asked Questions

Can the agent change data in Sytex?

Yes, through sytex_run, and only what your own Sytex permissions allow. Changes and deletions take effect immediately.

Where do I get help?

Write to support@sytex.io. Sytex's privacy policy is at https://sytex.io/privacy and its terms of use at https://sytex.io/terms-and-conditions.

Actions

Sytex

Query and update your Sytex field operations from Microsoft 365 Copilot.

Sytex

Operation ID:
InvokeMCP

Query and update your Sytex field operations from Microsoft 365 Copilot.