Dynamics 365 MCP Server 🚀

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.

FAQ from Dynamics 365 MCP Server

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.

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.

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.

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.

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.