d365fo-drill-engine
README.md
# D365 F&O Drill Engine
A Model Context Protocol (MCP) server that turns Dynamics 365 Finance & Operations
certification prep into a conversation. Runs inside Claude Desktop. Drill by module
(Inventory, AR, GL, WMS, Production Control), track your accuracy, review the ones
you get wrong.
## What it does
Ten MCP tools across four categories:
- **Drill / Practice** — start a drill session, answer, get scored, review
- **Lookup** — pull specific concepts on demand
- **Reference** — quick reference cards for exam-relevant topics
- **Discovery** — see what categories and how many cards are available
## Who it's for
Anyone preparing for MB-330, MB-500, MB-700, MB-800, or MB-820. Also useful as a
day-to-day reference for practitioners who want to sharpen their memory on specific
F&O topics without leaving Claude Desktop.
## Installation
**Prerequisites:**
- Python 3.10+
- Claude Desktop
- (Optional) A Dataverse tenant if you want to store your progress remotely.
Otherwise, local storage is used by default.
**Setup:**
1. Clone the repo:
\`\`\`bash
git clone https://github.com/AntonTjiptadi/d365fo-drill-engine.git
cd d365fo-drill-engine
\`\`\`
2. Create a virtual environment and install dependencies:
\`\`\`bash
python -m venv .venv
source .venv/bin/activate # or .venv\Scripts\activate on Windows
pip install -r requirements.txt
\`\`\`
3. Copy `.env.example` to `.env` and fill in your values (if using Dataverse).
4. Add the MCP server to your Claude Desktop config
(`~/Library/Application Support/Claude/claude_desktop_config.json` on Mac,
`%APPDATA%\Claude\claude_desktop_config.json` on Windows):
\`\`\`json
{
"mcpServers": {
"d365fo-drill": {
"command": "python",
"args": ["/absolute/path/to/mcp_server/server.py"]
}
}
}
\`\`\`
5. Restart Claude Desktop. In a new conversation, you should see the drill tools
available.
## Usage
In Claude Desktop:
> "Start a 10-question drill on Inventory Management."
> "Show me what I got wrong in my last session."
> "Give me a quick reference card on cost groups."
## Content
Drill cards are authored from practitioner experience across 15+ years of D365 F&O
delivery and enriched with public Microsoft Learn documentation. Cards are stored
locally in `content/` by default. Contribution guidelines below.
## Contributing
Cards live as structured JSON in `content/<category>/`. To add or improve a card:
- Fork the repo
- Add or edit the card following the schema in `content/SCHEMA.md`
- Open a PR with a brief description of what the card covers and why it matters
## Limitations
This tool is a study aid, not a replacement for hands-on practice or official
Microsoft Learn paths. It reflects one practitioner's synthesis of the exam surface
and may be incomplete or biased toward areas I've worked in most.
## About
Built by [Anton Tjiptadi](https://linkedin.com/in/anton-tjiptadi-18b3aa21/), Solution Architect
working on D365 F&O and agentic AI. If you find this useful, connect on LinkedIn or
open a discussion.
## License
MIT. See LICENSE.This server cannot be deployed
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