Dynamics 365 🚀 MCP Server

MCP Server for Microsoft Dynamics 365

Local serverstdioTypeScript

What is the Dynamics 365 🚀 MCP server?

Connect Dynamics 365 🚀 to Claude, Cursor or any other MCP client and it stops being a tab you switch to. MCP Server for Microsoft Dynamics 365. The dynamics 365 🚀 mcp server is what makes that connection.

What the server does

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.

Available tools

The toolset is worth reading before you wire it up, because it tells you what the integration is really for:

  • get-user-info — Fetches information about the currently authenticated user
  • fetch-accounts — Fetches all accounts from Dynamics 365
  • get-associated-opportunities — Fetches opportunities associated with a given account
  • create-account — Creates a new account in Dynamics 365
  • update-account — Updates an existing account in Dynamics 365

Installation

@modelcontextprotocol/inspector on npm is all you need. Most clients run it directly, so configuration is a few lines and a restart.

Credentials and setup notes

Configuration is passed through the environment: CLIENT_ID, CLIENT_SECRET, TENANT_ID, D365_URL. Treat anything key-shaped as a real credential — scope it to the minimum the server needs, and rotate it if it ever lands in a shared config.

Before setting up the project, ensure you have the following installed: - Node.js (v16 or higher) - NPM (Node Package Manager) - A Dynamics 365 instance with API access - Azure Active Directory (AAD) application configured for Dynamics 365 API access ---

Where it fits

Among the developer tooling options, the useful question is rarely "what can it do" but "what does it cost you to run" — permissions, credentials, and how much of your context its toolset consumes. Dynamics 365 🚀's toolset — get-user-info, fetch-accounts, get-associated-opportunities and 2 more — is a fair guide to whether it matches your workflow. It is maintained by srikanth-paladugula; worth a glance at recent repository activity before you build anything load-bearing on it.

SyncDev reviews every entry in this directory against the project's own documentation before publishing, and revisits them as servers change.

Worth knowing first

  • It runs with your machine's permissions. That is convenient and also the reason to think about what you point it at before you approve a tool call.
  • Missing credentials fail quietly in some clients — if no tools show up, check the environment block first.
  • Keep per-call confirmation enabled while you learn its behaviour; it is the cheapest safeguard you have.

Available tools

ToolWhat it does
get-user-infoFetches information about the currently authenticated user.
fetch-accountsFetches all accounts from Dynamics 365.
get-associated-opportunitiesFetches opportunities associated with a given account.
create-accountCreates a new account in Dynamics 365.
update-accountUpdates an existing account in Dynamics 365.

How to install the Dynamics 365 🚀 MCP server

{
    "mcpServers": {
        "Dynamics365": {
            "command": "node",
            "args": [
                "<Path to your MCP server build file ex: rootfolder/build/index.js>"
            ],
            "env": {
                "CLIENT_ID": "<D365 Client Id>",
                "CLIENT_SECRET": "<D365 Client Secret>",
                "TENANT_ID": "<D365 Tenant ID>",
                "D365_URL": "Dynamics 365 url"
            }
        }
    }
}

Configuration as documented by the project. Restart the client after saving.

Configuration

Before setting up the project, ensure you have the following installed: - Node.js (v16 or higher) - NPM (Node Package Manager) - A Dynamics 365 instance with API access - Azure Active Directory (AAD) application configured for Dynamics 365 API access ---

VariableDescriptionRequired
CLIENT_IDConfiguration value read at startup.Optional
CLIENT_SECRETCredential the server authenticates with.Yes
TENANT_IDConfiguration value read at startup.Optional
D365_URLEndpoint or connection string the server talks to.Yes

Example prompts to try

  • Use Dynamics 365 🚀 to get-user-info.
  • Use Dynamics 365 🚀 to fetch-accounts.
  • Use Dynamics 365 🚀 to get-associated-opportunities.

Frequently asked questions

The server provides five tools: `get-user-info`, `fetch-accounts`, `get-associated-opportunities`, `create-account`, and `update-account`.