Novata MCP (Preview)
Access your Novata ESG data and benchmarks 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 | Novata, Inc. |
| URL | https://www.novata.com |
| support@novata.com |
| Connector Metadata | |
|---|---|
| Publisher | Novata, Inc. |
| Website | https://www.novata.com |
| Privacy Policy | https://www.novata.com/privacy-policy/ |
| Categories | AI;Data |
Novata MCP Server
Overview
The Novata MCP (Model Context Protocol) server connects Microsoft 365 Copilot and other Copilot Studio experiences directly to a client's Novata sustainability data - portfolio reports, ESG metrics, benchmarks, and reporting frameworks - so makers and end users can query it in plain language instead of exporting spreadsheets or signing into the Novata platform directly.
The server is read-only: it lets authenticated users query their own Novata data, but it cannot create, edit, or delete anything in Novata.
It is built for Novata for Investors clients (General Partners / Data Requesters) querying data collected from their portfolio companies. Portfolio companies and other data respondents are not the intended audience for this server.
Novata's MCP server was first made available through Claude. This submission brings the same server to Microsoft Copilot experiences.
Supported tools
All tools operate in the context of a Novata organization. Most workflows start with get_organizations to resolve which organization(s) the current user can query, then narrow down to the relevant metrics, companies, or reports.
| Tool | What it does |
|---|---|
get_organizations |
Lists the Novata organizations the authenticated user can query, and whether each is a Data Requester or Data Provider. |
find_metric |
Searches for Novata metrics by topic (e.g. "scope 1 emissions") to get the metric IDs used by other tools. |
get_metric_details |
Fetches full definitions, guidance, and response options for specific metrics. |
find_portco |
Searches an organization's Portfolio Companies (PortCos), optionally filtered by name or fund. |
get_portfolio_reports |
Lists reporting-period reports collected from an organization's PortCos. |
get_frameworks |
Lists an organization's reporting frameworks (the metric sets requested from PortCos). |
get_answers_for_report |
Fetches submitted answer data for one or more reports, optionally filtered to specific metrics. |
get_benchmarks_for_reports |
Fetches aggregate benchmark statistics (mean, median, p25/p75/p90) for the metrics covered by given reports. |
get_portfolio_users |
Lists the users who hold roles at an organization's reporting PortCos. |
See mcptools.json for full input schemas.
Setup
Connecting a Microsoft Copilot experience to a client's Novata data requires two steps, both of which must be complete before the server can return data:
- Enable the MCP entitlement in Novata. A Novata Customer Success representative turns on MCP access for each of the client's organizations via the Novata Admin Panel. This is a per-organization setting - every organization the client wants to query needs to be enabled individually.
- Connect the Novata MCP server in the Microsoft experience. An administrator adds/enables the Novata connector for their tenant, and individual users then authenticate with their own Novata account.
If step 1 hasn't happened yet, step 2 will still let a user connect - the server just won't return any data until the organization is enabled.
Novata Customer Success can be reached at support@novata.com.
Authentication
- Authentication uses OAuth 2.0 via Okta. Users sign in with their existing Novata account credentials - there is no separate MCP-specific credential, and the server cannot create a Novata account for a user.
- A user's access through the MCP server mirrors their existing Novata platform permissions exactly. Nothing is visible through the server that the user couldn't already see directly in Novata.
- A user may be assigned to more than one Novata organization. The server does not require picking a single organization at sign-in - a session can query every organization the user is assigned to that has MCP enabled. Because of this, users should specify which organization they mean in ambiguous queries (for example, "for Acme Fund II").
- Sessions are capped at 8 hours. After that, the user needs to reauthenticate before the server can return data again.
Known issues and limitations
- Read-only. The server cannot modify, create, or delete any data in Novata.
- Investor clients only. This server currently supports Novata for Investors (Data Requester / General Partner) clients. Portfolio companies and other data respondents are not currently supported.
- Report Answers only. Phase 1 tools read from submitted Report Answers, not from Novata's Data Workspace.
- Org-level entitlement required. An organization must be explicitly enabled for MCP access by Novata Customer Success before its data is queryable - being able to connect is not the same as being able to retrieve data.
- Session expiration. Sessions are capped at 8 hours. Once a session expires, the user needs to reconnect/reauthenticate before the server can return data again.
- No Carbon Navigator coverage. Carbon Navigator data is not yet exposed through this server.
- Limited Novata for Companies coverage. This server is built around the Novata for Investors (Data Requester) workflow. Some Novata for Companies features are not yet covered.
Actions
| Novata MCP |
Novata Model Context Protocol server for ESG data, portfolio reporting, metrics, and benchmarks. |
Novata MCP
Novata Model Context Protocol server for ESG data, portfolio reporting, metrics, and benchmarks.