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Dynamics 365 MCP Server

@srikanth-paladugula

代码仓库

基本信息

分类

其他

许可证

MIT

传输方式

stdio

作者

srikanth-paladugula

关于 Dynamics 365 MCP Server

MCP Server for Microsoft Dynamics 365

#dynamics365#mcp-server#api-integration

Dynamics 365 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": {
    "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 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 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.

常见问题

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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