Dynamics 365 MCP Server

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
D365_URLYesYour Dynamics 365 URL (e.g., https://your-org.crm.dynamics.com)
CLIENT_IDYesYour Dynamics 365 Azure AD application client ID
TENANT_IDYesYour Azure AD tenant ID
CLIENT_SECRETYesYour Dynamics 365 Azure AD application client secret

Schema

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

Tools

Functions exposed to the LLM to take actions

NameDescription
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

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