MCP Dynamics365 Server
M

MCP Dynamics365 Server

The Dynamics 365 MCP service is a server based on the Model Context Protocol, providing tools for interacting with Microsoft Dynamics 365.
2.5 points
4.9K

What is the Dynamics 365 MCP Server?

The Dynamics 365 MCP Server is a tool that connects to Microsoft Dynamics 365 through the Model Context Protocol (MCP). It allows users to easily manage and operate data such as customer information, accounts, and opportunities in Dynamics 365.

How to use the Dynamics 365 MCP Server?

You can complete the setup and operation in just a few steps. It supports operations through the command line or graphical interface. You can directly access these tools through Claude Desktop.

Applicable Scenarios

It is suitable for enterprise users who need to efficiently manage Dynamics 365 data, such as sales teams, customer service departments, and technical support staff.

Main Features

Get User Information
With this feature, you can quickly obtain detailed information about the currently logged - in user.
Get Account List
Retrieve all account information from Dynamics 365.
Query Associated Opportunities
Query all opportunities under a specified account based on the account ID.
Create New Account
Create a new account record in Dynamics 365.
Update Existing Account
Update the information of an existing account.
Advantages
Simplifies the data interaction process with Dynamics 365.
Supports various common data operations (such as reading, creating, and updating).
Easy to integrate and cooperate with other systems.
Limitations
Requires Azure AD application permission configuration.
Higher network performance support may be required for large - scale data operations.

How to Use

Clone the Project Repository
Clone the project code to the local environment via Git.
Install Dependencies
Use NPM to install the dependency packages required by the project.
Configure Environment Variables
Create a.env file and add the necessary client configuration.
Compile the Project
Use the TypeScript compilation tool to generate build files.
Start the Server
Run the MCP server script to start listening for requests.

Usage Examples

Get User Information
Demonstrate how to call the get - user - info tool to view the basic information of the current user.
Query Account Opportunities
Show how to use the get - associated - opportunities tool to query all opportunities under an account.

Frequently Asked Questions

How to ensure the security of my environment variables?
What should I do if I encounter a connection failure?
Does it support batch data import?

Related Resources

Official Documentation
Understand the basic knowledge and API interfaces of Dynamics 365.
MCP SDK GitHub
Explore the open - source implementation of the MCP protocol.
Claude Desktop
Download and install the Claude Desktop client.

Installation

Copy the following command to your Client for configuration
Note: Your key is sensitive information, do not share it with anyone.

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