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Dynamics 365

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Interact with Microsoft Dynamics 365 for customer relationship management.

🔥🔥🔥✓ VerifiedAccount requiredAdvanced setup
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Dynamics 365 MCP Server 🚀

Overview

The Microsoft Dynamics 365 MCP Server is a MCP server that provides tools to interact with Microsoft Dynamics 365 using the Model Context Protocol(MCP) by Anthorpic. It allows users to perform various operations such as retrieving user information, accounts, opportunities associated with an account, create and update accounts from Claude Desktop.

This project uses the @modelcontextprotocol/sdk library to implement the MCP server and tools, and it integrates with Dynamics 365 APIs for data operations.

List of Tools 🛠️

Tool NameDescriptionInputOutput
get-user-infoFetches information about the currently authenticated user.NoneUser details including name, user ID, and business unit ID.
fetch-accountsFetches all accounts from Dynamics 365.NoneList of accounts in JSON format.
get-associated-opportunitiesFetches opportunities associated with a given account.accountId (string, required)List of opportunities in JSON format.
create-accountCreates a new account in Dynamics 365.accountData (object, required) containing account details.Details of the created account in JSON format.
update-accountUpdates an existing account in Dynamics 365.accountId (string, required), accountData (object, required) containing updated details.Details of the updated account in JSON format.

Debugging 🐛

If you encounter issues, ensure the following:

If you encounter issues, ensure the following:

  • The .env file is properly configured.
  • The Azure AD application has the necessary permissions for Dynamics 365 APIs.
  • The Dynamics 365 instance is accessible from - your environment.
  • You can also add debug logs in the code to trace issues. For example:
console.error("Debugging: Loaded environment variables:", process.env);