Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| D365_URL | Yes | Your Dynamics 365 instance URL (e.g., https://your-org.crm.dynamics.com) | |
| CLIENT_ID | Yes | Your Azure AD application client ID for Dynamics 365 API access | |
| TENANT_ID | Yes | Your Azure AD tenant ID | |
| CLIENT_SECRET | Yes | Your Azure AD application client secret for Dynamics 365 API access |
Schema
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get-user-info | Get user info from Dynamics 365 |
| fetch-accounts | Fetch accounts from Dynamics 365 |
| get-associated-opportunities | Fetch opportunities for a given account from Dynamics 365 |
| create-account | Create a new account in Dynamics 365 |
| update-account | Update an existing account in Dynamics 365 |