Dynamics 365 🚀 MCP Server

MCP Server for Microsoft Dynamics 365

Local serverstdioTypeScript

What is the Dynamics 365 🚀 MCP Server?

MCP Server for Microsoft Dynamics 365

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.

Credentials and setup notes

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 ---

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Maintainer setup documentation.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

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`.