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Dynamic365 CRM MCP Server

@SolynAI

代码仓库

基本信息

分类

数据与分析

传输方式

stdio

作者

SolynAI

提交者

qq839875761

关于 Dynamic365 CRM MCP Server

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 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "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 工具

工具列表暂未提供

当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。

工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。

概览

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

常见问题

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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