get-associated-opportunities
Fetch sales opportunities linked to a specific account in Dynamics 365 to track potential deals and manage customer relationships.
Instructions
Fetch opportunities for a given account from Dynamics 365
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| accountId | Yes |
Implementation Reference
- src/tools.ts:72-101 (registration)Registration of the 'get-associated-opportunities' tool, including input schema { accountId: z.string() } and inline handler function that calls d365.getAssociatedOpportunities and returns formatted JSON response or error.server.tool( "get-associated-opportunities", "Fetch opportunities for a given account from Dynamics 365", { accountId: z.string() }, async (req) => { try { const response = await d365.getAssociatedOpportunities(req.accountId); return { content: [ { type: "text", text: JSON.stringify(response, null, 2), }, ], }; } catch (error) { return { content: [ { type: "text", text: `Error: ${ error instanceof Error ? error.message : "Unknown error" }, please check your input and try again.`, }, ], isError: true, }; } } );
- src/main.ts:202-209 (handler)Core handler logic in Dynamics365 class: validates accountId, constructs OData endpoint to filter opportunities by _customerid_value eq accountId, and calls makeApiRequest to fetch from Dynamics 365 API.public async getAssociatedOpportunities(accountId: string): Promise<any> { if (!accountId) { throw new Error("Account ID is required to fetch opportunities."); } const endpoint = `api/data/v9.2/opportunities?$filter=_customerid_value eq ${accountId}`; return this.makeApiRequest(endpoint, "GET"); }
- src/main.ts:101-146 (helper)Helper method in Dynamics365 class that handles authentication, constructs full API URL, sets headers, makes fetch request to Dynamics 365 API, and processes response or error.private async makeApiRequest( endpoint: string, method: string, body?: any, additionalHeaders?: Record<string, string> ): Promise<any> { const token = await this.authenticate(); const baseUrl = this.d365Url.endsWith("/") ? this.d365Url : `${this.d365Url}/`; const url = `${baseUrl}${endpoint}`; const headers: Record<string, string> = { Authorization: `Bearer ${token}`, Accept: "application/json", "Content-Type": "application/json", "OData-MaxVersion": "4.0", "OData-Version": "4.0", ...additionalHeaders, }; try { const response = await fetch(url, { method, headers, body: body ? JSON.stringify(body) : undefined, }); if (!response.ok) { throw new Error( `API request failed with status: ${ response.status }, message: ${await response.text()}` ); } return await response.json(); } catch (error) { console.error(`API request to ${url} failed:`, error); throw new Error( `Failed to make API request: ${ error instanceof Error ? error.message : String(error) }` ); } }