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Dynamic365 CRM MCP Server

@SolynAI

リポジトリ

基本情報

カテゴリ

データと分析

トランスポート

stdio

作者

SolynAI

投稿者

qq839875761

Dynamic365 CRM MCP Server について

Developed by AI technology innovator Solyn.ai, the ​Microsoft CRM MCP Server is an enterprise-grade middleware platform designed to bridge AI-driven intelligence with Microsoft Dynamics 365 ecosystems. The system enables seamless integration of Claude, GPT, and other AI models wi

Dynamic365 CRM MCP Server の設定

以下の設定を使って、このサーバーを MCP 対応クライアントに追加してください。

{
  "mcpServers": {
    "Dynamic_CRM_MCP_Server": {
      "command": "python",
      "args": [
        "Dynamic_CRM_MCP_Server/server.py"
      ],
      "env": {
        "CLIENT_ID": "<your_client_id>",
        "CLIENT_SECRET": "<your_client_secret>",
        "TENANT_ID": "<your_tenant_id>",
        "RESOURCE": "<your_dynamics365_resource_url>"
      }
    }
  }
}

Dynamic365 CRM MCP Server のツール

ツール一覧はまだありません

この掲載には表示できるツール一覧がまだありません。サーバーにツールがないという意味ではありません。対応機能はプロジェクトのドキュメントをご確認ください。

ツールは README から自動的に抽出されます。メンテナーは ## Tools という見出しの下に記載することで、このタブに反映できます。

概要

What is Dynamic365 CRM MCP Server?

A Model Context Protocol (MCP) server that provides tools to interact with Microsoft Dynamics 365. It allows users to retrieve user information, accounts, opportunities, create and update records directly from Claude Desktop. Built by Solyn.AI for AI-native enterprise applications.

How to use Dynamic365 CRM MCP Server?

Install Python 3.10 or later, clone the repository, install dependencies with pip install -r requirements.txt, then configure Claude Desktop’s settings.json with your Azure AD credentials (CLIENT_ID, CLIENT_SECRET, TENANT_ID, RESOURCE). The server exposes 19 tools that Claude can invoke to perform CRM operations.

Key features of Dynamic365 CRM MCP Server

  • Create, read, and update leads, contacts, accounts, opportunities, and incidents
  • Query entities using OData filters with the query_entity tool
  • Retrieve sales orders, campaigns, products, price levels, and email records
  • Look up entity IDs by search criteria with exact match support
  • Supports up to 1000 records per call via the optional top parameter

Use cases of Dynamic365 CRM MCP Server

  • Manage customer leads and contacts from a conversational AI interface
  • Create and track sales opportunities and orders without leaving Claude Desktop
  • Retrieve account and campaign lists for sales or marketing reviews
  • Look up entity IDs to reference in subsequent create/update operations
  • Query any Dynamics 365 entity with custom OData filters for ad‑hoc data exploration

よくある質問

1

What are the prerequisites?

Python 3.10 or later, access to a Dynamics 365 instance with API permissions, and an Azure Active Directory (AAD) application with the `Dynamics CRM user_impersonation` and `Office 365 Exchange Online` permissions.

2

How do I authenticate?

The server uses OAuth via Azure AD. Set the environment variables `CLIENT_ID`, `CLIENT_SECRET`, `TENANT_ID`, and `RESOURCE` (your Dynamics 365 instance URL) in your Claude Desktop configuration.

3

What tools are available?

The server provides 19 tools covering leads, contacts, accounts, opportunities, sales orders, incidents, campaigns, products, price levels, emails, activities, appointments, and a generic entity query (`query_entity`).

4

Does the server store my data?

No. All data lives in your Dynamics 365 instance; the server only relays requests and responses between Claude and Dynamics 365.

5

Can I control the number of records returned?

Yes. Most list tools accept an optional `top` parameter (default 1000 for most, 100 for `get_all_activities`).

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