What is Dynamics365

Dynamics 365 MCP Server 🚀

!Node.js !TypeScript !MCP !License

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 Name Description Input Output
get-user-info Fetches information about the currently authenticated user. None User details including name, user ID, and business unit ID.
fetch-accounts Fetches all accounts from Dynamics 365. None List of accounts in JSON format.
get-associated-opportunities Fetches opportunities associated with a given account. accountId (string, required) List of opportunities in JSON format.
create-account Creates a new account in Dynamics 365. accountData (object, required) containing account details. Details of the created account in JSON format.
update-account Updates an existing account in Dynamics 365. accountId (string, required), accountData (object, required) containing updated details. Details of the updated account in JSON format.

Prerequisites 📝

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

Configuration Steps ⚙️

Follow these steps to set up and run the project locally:

1. Clone the Repository

git clone https://github.com/your-repo/dynamics365-mcp-server.git
cd dynamics365-mcp-server

2. Install Dependencies

npm install

3. Configure Environment Variables

Create a .env file in the root of the project and add the following variables:

CLIENT_ID=your-client-id
CLIENT_SECRET=your-client-secret
TENANT_ID=your-tenant-id
D365_URL=https://your-org.crm.dynamics.com

4. Compile TypeScript Files

npm run build

4. Run MCP Server

node build\index.js

You should see the following output:

Dynamics365 MCP server running on stdio...

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);

Contributing 🤝

Contributions are welcome! Feel free to submit a pull request or open an issue for any bugs or feature requests.

To contribute:

  • Fork the repository.
  • Create a new branch for your feature or bug fix.
  • Commit your changes and submit a pull request.
  • We appreciate your contributions! 😊

Leave a Comment

Frequently Asked Questions

What is MCP?

MCP (Model Context Protocol) is an open protocol that standardizes how applications provide context to LLMs. Think of MCP like a USB-C port for AI applications, providing a standardized way to connect AI models to different data sources and tools.

What are MCP Servers?

MCP Servers are lightweight programs that expose specific capabilities through the standardized Model Context Protocol. They act as bridges between LLMs like Claude and various data sources or services, allowing secure access to files, databases, APIs, and other resources.

How do MCP Servers work?

MCP Servers follow a client-server architecture where a host application (like Claude Desktop) connects to multiple servers. Each server provides specific functionality through standardized endpoints and protocols, enabling Claude to access data and perform actions through the standardized protocol.

Are MCP Servers secure?

Yes, MCP Servers are designed with security in mind. They run locally with explicit configuration and permissions, require user approval for actions, and include built-in security features to prevent unauthorized access and ensure data privacy.

Related MCP Servers

aashari mcp server atlassian bitbucket avatar

aashari mcp server atlassian bitbucket

Node.js/TypeScript MCP server for Atlassian Bitbucket. Enables AI systems (LLMs) to interact with workspaces, repositories, and pull requests via tools (list, get, comment, search). Connects AI directly to version control workflows through the standard MCP interface.

atlassianrepositorymcp
aashari mcp server atlassian confluence avatar

aashari mcp server atlassian confluence

Node.js/TypeScript MCP server for Atlassian Confluence. Provides tools enabling AI systems (LLMs) to list/get spaces & pages (content formatted as Markdown) and search via CQL. Connects AI seamlessly to Confluence knowledge bases using the standard MCP interface.

atlassianmcpconfluence
webflow mcp server avatar

webflow mcp server

Model Context Protocol (MCP) server for the Webflow Data API.

model-context-protocolapimcp
vionwinnie jap vocab anki mcp server avatar

vionwinnie jap vocab anki mcp server

Japanese Vocab Anki MCP Server

japanese-studymcpmcp-server
vgnshiyer apple books mcp avatar

vgnshiyer apple books mcp

Apple Books MCP Server

applemcpmcp-server
ttiimmaacc cinema4d mcp avatar

ttiimmaacc cinema4d mcp

Cinema 4D plugin integrating Claude AI for prompt-driven 3D modeling, scene creation, and manipulation.

plugincinema-4d-pluginai-integration
Rayyan9477 linkedin mcp avatar

Rayyan9477 linkedin mcp

A powerful Model Context Protocol server for LinkedIn interactions that enables AI assistants to search for jobs, generate resumes and cover letters, and manage job applications programmatically.

machine-learningsearchartificial-intelligence
Panth1823 formula1 mcp avatar

Panth1823 formula1 mcp

mcpmcp-serverformula1
Nekzus npm sentinel mcp avatar

Nekzus npm sentinel mcp

A powerful Model Context Protocol (MCP) server that revolutionizes NPM package analysis through AI.

npmmcpmcp-server
mario andreschak mcp veo2 avatar

mario andreschak mcp veo2

MCP for Video- or Image-Generation with Google VEO2

gomcpmcp-server

Submit Your MCP Server

Share your MCP server with the community

Submit Now