Dynamics365

Created By

srikanth-paladugula9 months ago

Overview

what is Dynamics 365 MCP Server?

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

how to use Dynamics 365 MCP Server?

To use the Dynamics 365 MCP Server, clone the repository, install the dependencies, configure the environment variables, compile the TypeScript files, and run the server using Node.js.

key features of Dynamics 365 MCP Server?

Fetch user information and account details from Dynamics 365.
Create and update accounts in Dynamics 365.
Retrieve opportunities associated with specific accounts.

use cases of Dynamics 365 MCP Server?

Integrating Dynamics 365 with other applications using the MCP.
Automating account management tasks in Dynamics 365.
Fetching and displaying user and account data in custom applications.

FAQ from Dynamics 365 MCP Server?

What is the Model Context Protocol (MCP)?

MCP is a protocol that allows applications to interact with Microsoft Dynamics 365 APIs.

Do I need a Dynamics 365 instance to use this server?

Yes, you need a Dynamics 365 instance with API access to use the MCP Server.

Is there any support for debugging?

Yes, you can add debug logs in the code to trace issues.

Server Config

{
  "mcpServers": {
    "Dynamics365": {
      "command": "node",
      "args": [
        "<Path to build/index.js file>"
      ],
      "env": {
        "CLIENT_ID": "<Client ID of your sevice principal which has access to Dynamics 365>",
        "CLIENT_SECRET": "<Client Secret of your sevice principal which has access to Dynamics 365>",
        "TENANT_ID": "<TenantId of your organization>",
        "D365_URL": "<Your Dynamics 365 Org Url, ex: https://<orgname>.crm.dynamics.com>"
      }
    }
  }
}

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