Solyn Dynamics365 MCP Server

🚀 Solyn Dynamics 365 MCP Server Project

The Solyn Dynamics 365 MCP (Model Context Protocol) Server is a tool for integrating with Microsoft Dynamics 365 instances, enabling interaction with the system through common entity query methods and various CRM operations such as create, read, update, and delete. Designed specifically for Claude Desktop, it allows users to directly invoke Dynamics 365 features in a desktop environment via configuration.

Icon Representation: 

✨ Features

Tool List

The following are the available tools for integration with Dynamics 365 and their detailed information:

Property	Details	Input	Output
Icon
Entity Name	Used to identify CRM entities (e.g., "Account" or "Contact").
Description	Functional description of the tool.
Input Parameters	Include optional parameters such as filters, selections, and expansions, supporting OData format.
Output Results	The result set returned by the query, presented in JSON format.

📦 Installation

Prerequisites

Before setting up the project, ensure the following are ready:

• Python Version: 3.10 or higher.
• API access to the Dynamics 365 instance.
• An application configured in Azure Active Directory (AAD) with the following permissions:
  • Dynamics CRM user impersonation permission (user_impersonation).
  • Office 365 Exchange Online permission.

Installation Steps

1. Clone the Repository

git clone https://github.com/your-repo/Dynamic_CRM_MCP_Server.git
cd Dynamic_CRM_MCP_Server

2. Install Dependencies

pip install -r requirements.txt

💻 Usage Examples

Integration with Claude Desktop

Add the following configuration to your Claude settings file (settings.json):

{
    "mcpServers": {
        "Dynamic_CRM_MCP_Server": {
            "command": "python",
            "args": ["Dynamic_CRM_MCP_Server/server.py"],
            "env": {
                "CLIENT_ID": "<your_client_id>",         # Azure AD application ID
                "CLIENT_SECRET": "<your_client_secret>",  # Azure AD client password
                "TENANT_ID": "<your_tenant_id>",         # Azure directory (tenant) ID
                "RESOURCE": "<your_dynamics365_resource_url>"  # Dynamics 365 instance URL, e.g., https://orgname.crm.dynamics.com
            }
        }
    }
}

⚠️ Important Note

• Replace the placeholders in angle brackets with actual values:
  • CLIENT_ID: Azure AD application ID.
  • CLIENT_SECRET: Azure AD client password.
  • TENANT_ID: Azure directory (tenant) ID.
  • RESOURCE: Dynamics 365 instance URL.
• For more configuration details, refer to the documentation of Dynamics 365 and Azure AD.