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Dynamics 365 MCP Server

@srikanth-paladugula

基本情報

カテゴリ

その他

ライセンス

MIT

トランスポート

stdio

作者

srikanth-paladugula

Dynamics 365 MCP Server について

MCP Server for Microsoft Dynamics 365

Dynamics 365 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": {
    "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>"
      }
    }
  }
}

Dynamics 365 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 Dynamics 365 MCP Server?

The Dynamics 365 MCP Server is a MCP server that provides tools to interact with Microsoft Dynamics 365 using the Model Context Protocol (MCP) by Anthropic. It allows performing operations such as retrieving user information, accounts, opportunities, and creating or updating accounts, primarily for use with Claude Desktop.

How to use Dynamics 365 MCP Server?

Clone the repository, install dependencies with npm install, configure environment variables (CLIENT_ID, CLIENT_SECRET, TENANT_ID, D365_URL), compile TypeScript with npm run build, and start the server with node build/index.js. Optionally register the server with Claude Desktop by editing claude_desktop_config.json with the correct path and environment variables, or test tools using the MCP Inspector (npx @modelcontextprotocol/inspector node build/index.js).

Key features of Dynamics 365 MCP Server

  • Get currently authenticated user info.
  • Fetch all accounts from Dynamics 365.
  • Fetch opportunities associated with an account.
  • Create a new account in Dynamics 365.
  • Update an existing account in Dynamics 365.

Use cases of Dynamics 365 MCP Server

  • Retrieve currently authenticated user details for identity verification.
  • Fetch and review all accounts in the Dynamics 365 system.
  • Get opportunities linked to a specific account for sales analysis.
  • Create new accounts directly from Claude Desktop.
  • Update existing account records without leaving the interface.

よくある質問

1

What is required to run the server?

Node.js v16 or higher, a Dynamics 365 instance with API access, and an Azure Active Directory application configured for Dynamics 365 API access.

2

How do I configure authentication?

Set the environment variables `CLIENT_ID`, `CLIENT_SECRET`, `TENANT_ID`, and `D365_URL` (your Dynamics 365 organization URL) in a `.env` file.

3

How do I register this server with Claude Desktop?

Edit `claude_desktop_config.json` (found under Settings > Developer > Edit Config) to add an entry under `mcpServers` with the command `node`, the path to the built `index.js`, and the required environment variables.

4

How can I test the tools without Claude Desktop?

Use the MCP Inspector by running `npx @modelcontextprotocol/inspector node build/index.js` in the terminal, then access `http://localhost:5173` to connect and test all tools.

5

What operations are available through this server?

Five tools: `get-user-info`, `fetch-accounts`, `get-associated-opportunities`, `create-account`, and `update-account`. Details on inputs and outputs are listed in the README.

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