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Dynamics 365 MCP Server

@srikanth-paladugula

Repository

Basic information

Category

Other

License

MIT

Transports

stdio

Author

srikanth-paladugula

About Dynamics 365 MCP Server

MCP Server for Microsoft Dynamics 365

#dynamics365#mcp-server#api-integration

Dynamics 365 MCP Server config

Add this server to your MCP-compatible client using the configuration below.

{
  "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 tools

Tool list not available yet

This listing does not currently have a tool list to display. This does not mean the server has no tools; check its documentation for supported capabilities.

We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

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.

Frequently asked questions

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.

Comments

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