Name: Dynamics 365
Author: srikanth-paladugula

LABSCO SUMMARY

Account records only, but in both directions — read and write.

fetch-accounts and get-associated-opportunities give an agent enough to answer a question about a customer, and create-account plus update-account let it act on the answer in the same conversation. Opportunities are read-only here, and the rest of Dynamics — contacts, cases, leads — sits outside what these tools reach.

What it is

A Node server over the Microsoft Dynamics 365 APIs, centred on accounts: fetch them, create one, update one, and read the opportunities associated with a given account.

What you get

The authenticated user's details — name, user ID and business unit ID
Every account in the Dynamics 365 org, returned as JSON
The opportunities associated with an account ID
A new account created from the account details you supply, returned as created
An existing account updated by ID, with the updated record returned

Requirements

A Microsoft Dynamics 365 org and an identity the server can authenticate as — get-user-info reports the name, user ID and business unit it is running under. Node.js v16 or newer; built in TypeScript on the @modelcontextprotocol/sdk.

Setup effort

Build from source — git clone https://github.com/srikanth-paladugula/mcp-dynamics365-server

See installation options

USE CASES

01

Checking which identity you are connected as before touching live CRM data

Read back the user, ID and business unit the server authenticated with, so a write lands where you expect.

get-user-info

02

Pulling up the pipeline on a customer

Find the account, then list the opportunities associated with its ID.

fetch-accountsget-associated-opportunities

03

Adding a customer that came out of a call

Create the account from details dictated in the conversation and get the created record back to confirm.

create-account

04

Correcting details on an account without opening the CRM

Locate the account, then update it by ID and read the updated record.

fetch-accountsupdate-account

5 tools

Listed in project docs. Your client may show a different list.

get-user-info

fetch-accounts

get-associated-opportunities

create-account

update-account

BEFORE YOU INSTALL

What to know first

Tools you get

5 tools named in the project's documentation. create-account and update-account write to the live CRM that D365_URL points at; the other three read. Names use dashes.

Requires

Node.js
CLIENT_ID in your environment
CLIENT_SECRET in your environment
TENANT_ID in your environment

Where it runs

The documented client runs the server on your machine.

INSTALLATION

Connect your client

You clone and build this one yourself.

Server setup

TERMINAL

git clone https://github.com/srikanth-paladugula/mcp-dynamics365-server
cd mcp-dynamics365-server
npm install

Create a .env file in the root of the project and add CLIENT_ID / CLIENT_SECRET / TENANT_ID / D365_URL

TERMINAL

npm run build
node build\index.js

(Optional) Register your MCP Server with Claude Desktop by editing claude_desktop_config.json

MCP Clients

Claude Desktop

CLAUDE DESKTOP · JSON

{
  "mcpServers": {
    "Dynamics365": {
      "command": "node",
      "args": [
        "<YOUR_MCP_SERVER_BUILD_FILE_EX>"
      ],
      "env": {
        "CLIENT_ID": "<YOUR_CLIENT_ID>",
        "CLIENT_SECRET": "<YOUR_CLIENT_SECRET>",
        "TENANT_ID": "<YOUR_TENANT_ID>",
        "D365_URL": "Dynamics 365 url"
      }
    }
  }
}

Dynamics 365