Connect Orvo to VS Code and GitHub Copilot

Who this is for

Developers and team leads who use GitHub Copilot Chat in VS Code and want their working relationships in the same assistant.

Before you start

• A recent version of VS Code with GitHub Copilot (Copilot Free, Pro, Pro+ or Max, or a Business or Enterprise seat).
• On Copilot Business or Enterprise, your organisation must enable the MCP servers in Copilot policy. Ask your GitHub admin if Orvo’s tools don’t appear.
• An Orvo account with web access (the free trial works).

Your Orvo MCP server URL.

Fastest: paste a setup prompt into Copilot

Copilot can add Orvo to its own MCP configuration. Paste this prompt, then sign in with Orvo when your browser opens. No token needed.

1. Copy the prompt below. It’s also in Orvo under Settings → Integrations when you choose VS Code.
2. Paste it into Copilot’s chat and send it. Copilot adds Orvo to its configuration. Approve its changes when it asks, and restart it if it tells you to.
3. When your browser opens Orvo, sign in, choose Read only (recommended) or Read and make changes, and click Authorise & Connect. Adding notes, actions or other changes needs Read and make changes.

Please connect Orvo, my personal CRM, to this app as a remote MCP server by adding it to your own MCP configuration.

- Server name: orvo
- URL: https://www.getorvo.com/api/mcp
- Transport: Streamable HTTP
- Authentication: OAuth sign-in through my browser. Orvo needs no API key or token, so do not add an Authorization header.

How to do it in VS Code with GitHub Copilot (agent mode): add Orvo to my user-level MCP configuration, the mcp.json file that the "MCP: Open User Configuration" command opens (keep any other servers):
"servers": { "orvo": { "type": "http", "url": "https://www.getorvo.com/api/mcp" } }
If you can't edit that file yourself, show me the complete JSON to paste after running "MCP: Open User Configuration".
Then tell me to start the server (the Start action above the entry, or MCP: List Servers). VS Code asks to open my browser so I can sign in to Orvo. Finally, check that the Orvo tools are ticked in the agent mode tools picker.

Please also:
- Replace any existing server called orvo instead of adding a second one, and keep it in my own user-level settings, not in a project file.
- When the sign-in starts, tell me what happens next: my browser opens an Orvo page where I sign in and choose "Read only (recommended)" or "Read and make changes", then click "Authorise & Connect". Adding notes, actions or other changes needs "Read and make changes".
- After I have signed in, check the connection and list the Orvo tools you can see. If they only appear after a restart, tell me.

If sign-in doesn’t work: a setup prompt with a token

Use this only where Copilot can’t sign in through a browser, for example on a remote machine.

1. In Orvo, open Settings → Integrations, find AI assistants (MCP), choose VS Code and open Use a token instead.
2. Click Generate token, then Copy setup prompt with token. The token is shown once, and generating a new one turns off the old one.
3. Paste the prompt into Copilot’s chat and send it.

Please connect Orvo, my personal CRM, to this app as a remote MCP server by adding it to your own MCP configuration.

- Server name: orvo
- URL: https://www.getorvo.com/api/mcp
- Transport: Streamable HTTP
- Authentication: send the header "Authorization: Bearer YOUR_ORVO_TOKEN"

How to do it in VS Code with GitHub Copilot (agent mode): add Orvo to my user-level MCP configuration, the mcp.json file that the "MCP: Open User Configuration" command opens (keep any other servers). Use an input variable so VS Code stores the token securely instead of saving it in the file:
"inputs": [ { "type": "promptString", "id": "orvo-token", "description": "Orvo MCP token", "password": true } ]
"servers": { "orvo": { "type": "http", "url": "https://www.getorvo.com/api/mcp", "headers": { "Authorization": "Bearer ${input:orvo-token}" } } }
If you can't edit that file yourself, show me the complete JSON to paste after running "MCP: Open User Configuration".
Then tell me to start the server (MCP: List Servers, then orvo, then Start). When VS Code asks for the Orvo MCP token, I paste this token: YOUR_ORVO_TOKEN
Finally, check that the Orvo tools are ticked in the agent mode tools picker.

Please also:
- Replace any existing server called orvo instead of adding a second one.
- Keep the token in my own user-level settings only, never in a project file, a repository or anything that is shared. Do not repeat the token in your replies.
- When you are done, check the connection and list the Orvo tools you can see. If they only appear after a restart, tell me.
- The token may be read-only. If Orvo refuses a change later, tell me to switch on "Allow changes with this token" in Orvo under Settings > Integrations (https://www.getorvo.com/setting?tab=integrations).

Set it up by hand: sign in with Orvo

1. Open the Command Palette and run MCP: Open User Configuration, so Orvo is available in every workspace (use .vscode/mcp.json only for a single workspace).
2. Add Orvo:
   mcp.json Copy

   {
     "servers": {
       "orvo": {
         "type": "http",
         "url": "https://www.getorvo.com/api/mcp"
       }
     }
   }

3. Start the server (use the Start action above the entry, or MCP: List Servers). VS Code registers itself with Orvo and asks to open your browser.
4. Sign in to Orvo, choose Read only (recommended) or Read and make changes, and click Authorise & Connect.
5. Open Copilot Chat, switch to Agent, and check that Orvo’s tools are ticked in the tools picker. Then ask your question.

Set it up by hand with a token

1. In Orvo, open Settings → Integrations, find AI assistants (MCP), choose VS Code and click Generate token. Copy it; it’s shown once.
2. Open the Command Palette and run MCP: Open User Configuration.
3. Use an input variable so VS Code asks for the token once and stores it securely instead of saving it in the file:
   mcp.json Copy

   {
     "inputs": [
       {
         "type": "promptString",
         "id": "orvo-token",
         "description": "Orvo MCP token",
         "password": true
       }
     ],
     "servers": {
       "orvo": {
         "type": "http",
         "url": "https://www.getorvo.com/api/mcp",
         "headers": {
           "Authorization": "Bearer ${input:orvo-token}"
         }
       }
     }
   }

4. Start the server and paste the token when VS Code asks.

Read only, or read and make changes

With browser sign-in, you choose on Orvo’s page. To switch, run Authentication: Remove Dynamic Authentication Providers, remove Orvo, restart the server and sign in again.

In agent mode you can untick individual Orvo tools in the tools picker, and VS Code asks for confirmation before tool calls unless you approve them for the session.

Either way, deleting never erases anything: People and notes go to Recently deleted for 30 days, daily limits cap how much an assistant can change, and changes to a person (their profile, tags, notes and linked actions) show in their activity as made via AI assistant. How Orvo keeps you in control.

Things to ask Copilot