Dynamics 365 MCP Server

Dynamics 365 MCP Server 🚀

Node.js TypeScript MCP License

Overview

The Microsoft Dynamics 365 MCP Server is a MCP server that provides tools to interact with Microsoft Dynamics 365 using the Model Context Protocol(MCP) by Anthorpic. It allows users to perform various operations such as retrieving user information, accounts, opportunities associated with an account, create and update accounts from Claude Desktop.

This project uses the @modelcontextprotocol/sdk library to implement the MCP server and tools, and it integrates with Dynamics 365 APIs for data operations.

List of Tools 🛠️

Tool Name	Description	Input	Output
`get-user-info`	Fetches information about the currently authenticated user.	None	User details including name, user ID, and business unit ID.
`fetch-accounts`	Fetches all accounts from Dynamics 365.	None	List of accounts in JSON format.
`get-associated-opportunities`	Fetches opportunities associated with a given account.	`accountId` (string, required)	List of opportunities in JSON format.
`create-account`	Creates a new account in Dynamics 365.	`accountData` (object, required) containing account details.	Details of the created account in JSON format.
`update-account`	Updates an existing account in Dynamics 365.	`accountId` (string, required), `accountData` (object, required) containing updated details.	Details of the updated account in JSON format.

Prerequisites 📝

Before setting up the project, ensure you have the following installed:

Node.js (v16 or higher)
NPM (Node Package Manager)
A Dynamics 365 instance with API access
Azure Active Directory (AAD) application configured for Dynamics 365 API access

Configuration Steps ⚙️

Follow these steps to set up and run the project locally:

1. Clone the Repository

git clone https://github.com/your-repo/dynamics365-mcp-server.git
cd dynamics365-mcp-server

2. Install Dependencies

npm install

3. Configure Environment Variables

Create a .env file in the root of the project and add the following variables:

CLIENT_ID=your-client-id
CLIENT_SECRET=your-client-secret
TENANT_ID=your-tenant-id
D365_URL=https://your-org.crm.dynamics.com

4. Compile TypeScript Files

npm run build

4. Run MCP Server

node build\index.js

You should see the following output:

Dynamics365 MCP server running on stdio...

5. (Optional) Register your MCP Server with Claude Desktop

Install Claude Desktop
Navigate to Settings > Developer > Edit Config
Edit claude_desktop_config.json

{
    "mcpServers": {
        "Dynamics365": {
            "command": "node",
            "args": [
                "<Path to your MCP server build file ex: rootfolder/build/index.js>"
            ],
            "env": {
                "CLIENT_ID": "<D365 Client Id>",
                "CLIENT_SECRET": "<D365 Client Secret>",
                "TENANT_ID": "<D365 Tenant ID>",
                "D365_URL": "Dynamics 365 url"
            }
        }
    }
}

Restart Claude Desktop
Now you should be able to see the server tools in the prompt window
Let's test a prompt by invoking tool - get-user-info

6. (Optional) Test tools using MCP Interceptor

Run following command in terminal

npx @modelcontextprotocol/inspector node build/index.js

Interceptor commange

Go to 🔍 http://localhost:5173 🚀
Now you can connect to server and terst all the tools!!

Debugging 🐛

If you encounter issues, ensure the following:

The .env file is properly configured.
The Azure AD application has the necessary permissions for Dynamics 365 APIs.
The Dynamics 365 instance is accessible from - your environment.
You can also add debug logs in the code to trace issues. For example:

console.error("Debugging: Loaded environment variables:", process.env);

Contributing 🤝

Contributions are welcome! Feel free to submit a pull request or open an issue for any bugs or feature requests.

To contribute:

Fork the repository.
Create a new branch for your feature or bug fix.
Commit your changes and submit a pull request.
We appreciate your contributions! 😊

You must be authenticated.

security – no known vulnerabilities

license - permissive license

quality - confirmed to work

remote-capable server

The server can be hosted and run remotely because it primarily relies on remote services or has no dependency on the local environment.

Tools

A Model Context Protocol server that enables Claude Desktop to interact with Microsoft Dynamics 365, allowing users to retrieve information, create and update accounts, and manage opportunities through natural language.

Related Resources

Reddit Discussion about this server

Related MCP Servers

Linear MCP Server
cpropster
-
security
A
license
-
quality
A Model Context Protocol server that allows Claude to interact with Linear's API for managing teams, issues, projects, and cycles.
Last updated -
13
1
TypeScript
MIT License
ConnectWise Manage MCP Server
ethangillani
-
security
A
license
-
quality
A Model Context Protocol server that enables Claude to interact with the ConnectWise Manage API to perform operations like retrieving, creating, updating, and deleting tickets, companies, contacts, and other entities.
Last updated -
JavaScript
MIT License
Zulip MCP Server
Monadical-SAS
-
security
A
license
-
quality
A Model Context Protocol server that enables AI assistants like Claude to interact with Zulip workspaces, supporting capabilities such as posting messages, listing channels, sending direct messages, and accessing conversation history.
Last updated -
JavaScript
Apache 2.0
Claude Document MCP Server
alejandroBallesterosC
-
security
F
license
-
quality
A Model Context Protocol server that allows Claude Desktop to perform document operations on Microsoft Word, Excel, and PDF files including creation, editing, and format conversion.
Last updated -
9
Python

View all related MCP servers

Dynamics 365 MCP Server