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Dynamics 365 MCP Server

@srikanth-paladugula

Basic information

Category

Other

License

MIT

Transports

stdio

Author

srikanth-paladugula

About Dynamics 365 MCP Server

MCP Server for Microsoft Dynamics 365

#mcp-dynamics365#mcp-server#dynamics-365

Dynamics 365 MCP Server config

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

{
  "mcpServers": {
    "mcp-dynamics365-server": {
      "command": "node",
      "args": [
        "buildindex.js"
      ]
    }
  }
}

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 Microsoft Dynamics 365 MCP Server is an MCP server that provides tools to interact with Microsoft Dynamics 365 using the Model Context Protocol (MCP) by Anthropic. It allows users to perform operations such as retrieving user information, accounts, opportunities, and creating or updating accounts from 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) in a .env file, compile TypeScript with npm run build, and run the server with node build/index.js. Optionally, register the server with Claude Desktop by editing claude_desktop_config.json.

Key features of Dynamics 365 MCP Server 🚀

  • Fetches information about the currently authenticated user.
  • Retrieves all accounts from Dynamics 365.
  • Fetches opportunities associated with a given account.
  • Creates new accounts in Dynamics 365.
  • Updates existing accounts in Dynamics 365.

Use cases of Dynamics 365 MCP Server 🚀

  • Get user details from Dynamics 365 while using Claude Desktop.
  • List all accounts and review them in a chat interface.
  • View opportunities linked to a specific account.
  • Create and update account records without leaving Claude.
  • Automate CRM data management with natural language prompts.

Frequently asked questions

1

What tools does this server provide?

The server provides five tools: `get-user-info`, `fetch-accounts`, `get-associated-opportunities`, `create-account`, and `update-account`.

2

What are the prerequisites to run the server?

You need Node.js (v16+), NPM, a Dynamics 365 instance with API access, and an Azure Active Directory (AAD) application configured for Dynamics 365 APIs.

3

How do I configure authentication?

Set `CLIENT_ID`, `CLIENT_SECRET`, `TENANT_ID`, and `D365_URL` in a `.env` file. The server uses OAuth via Azure AD to authenticate requests.

4

How can I test the tools?

You can test them by registering the server with Claude Desktop or by using the MCP Inspector tool (`npx @modelcontextprotocol/inspector node build/index.js`).

5

Does the server run over HTTP or stdio?

The server communicates over stdio, as indicated by the startup message "Dynamics365 MCP server running on stdio...".

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