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Precleared in Copilot Studio
Microsoft Copilot Studio agents can connect to an existing MCP server. Add Precleared as one and your agent can check whether a cold email to an address is allowed before it goes out. Each check gives a verdict, the rule quoted with its source, what the footer must include and a signed receipt. It covers the UK, US, Canada, Germany, France, Australia, Ireland, the Netherlands, Spain, Italy, Latvia, the United Arab Emirates, Egypt and Qatar.
Connect it (about five minutes)
- Open your agent in Copilot Studio and go to the Tools page.
- Select Add a tool, then New tool, then Model Context Protocol. The MCP onboarding wizard opens.
- Fill in Server name: Precleared. Server description: "Checks whether a cold or marketing email to one address is allowed before it is sent, in the UK, US, Canada, Germany, France, Australia, Ireland, the Netherlands, Spain, Italy, Latvia, the UAE, Egypt and Qatar. Returns a verdict, the rule, what the footer must include and a signed receipt." Copilot Studio uses the description to decide when to call it. Server URL: https://precleared.dev/mcp
- Authentication: choose None to try it. For steady use, get a free key, choose API key, set Type to Header and the header name to X-API-Key, and paste the key when Copilot Studio asks for it while creating the connection. Copilot Studio runs on Microsoft's shared servers, so without a key your checks share the free allowance with other Copilot Studio users.
- Select Create. In Add tool, select Create a new connection, then Add to agent.
Precleared's server uses the Streamable HTTP transport, which is the only one Copilot Studio supports now (it stopped supporting SSE after August 2025).
Troubleshooting: if the agent never calls Precleared, check that generative orchestration is on in the agent's settings, since that is how Copilot Studio chooses tools, and that the description above is in place. If your organisation uses data policies for Power Platform connectors, those also govern MCP servers, so an admin may need to allow it.
Tell the agent when to use it
Add this to the agent's core instructions:
Before the first cold or marketing email to anyone who is not already a customer, call contact_check (MCP: Precleared) for that address, with sender_country, address_source and pitch. If you have the draft, pass it as email so the footer is checked too. Send only when the verdict is ok_to_email, with a footer that meets footer_text. If the verdict is consent_needed or blocked, don't send, and follow next_step. Treat unknown as consent_needed. Keep the receipt id with the lead.
What each verdict means
- ok_to_email: the address may be emailed. Follow the footer requirements in footer_text.
- consent_needed: don't send. Follow next_step.
- blocked: don't send. Follow next_step.
- unknown: treat it as consent needed. Don't send until the missing facts are resolved.
Receipts
Each check returns a signed receipt. Keep its id with the lead. Use verify_receipt to fetch it. See Verifying a receipt for signature verification.
What the agent sends
Only the recipient's address and the facts you pass: your country, where the address came from, the pitch and, if you add them, the company name, the person's name and the draft. The draft is not stored; only its hash goes on the receipt. Nothing is sent to the recipient. More on how data is handled: /security.
Allowances
Without a key, the agent uses the free daily allowance over MCP. With a free key it gets its own 100 checks a day over MCP. Over MCP that stays at 100 a day after the key's 14-day trial ends. No card needed. For more, see /buy.
Precleared's answers are decision support with sources, not legal advice.