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mafzaal

Dynamics 365 Finance & Operations MCP Server

by mafzaal

d365fo_download_debit_credit_note

Download a debit or credit note report as PDF from D365 Finance & Operations using the invoice ID and legal entity.

Instructions

Download a debit/credit note report as PDF from D365 Finance & Operations.

This is a convenience tool specifically configured for debit and credit notes using the CustDebitCreditNoteController. These are adjustment documents for customer invoices.

To find available documents to download, query the Customer Invoice Journal entity:

  • Entity name: CustInvoiceJourBiEntity

  • Collection name: CustInvoiceJourBiEntities

  • Key fields: InvoiceId, InvoiceDate, InvoiceAccount, InvoiceAmount, SalesType, dataAreaId

  • Use d365fo_query_entities tool to search for invoices

Example query to find invoices: d365fo_query_entities( entityName="CustInvoiceJourBiEntities", filter="InvoiceDate ge 2024-01-01", select=["InvoiceId", "InvoiceDate", "InvoiceAccount", "InvoiceAmount", "SalesType"] )

Args: invoice_id: The debit/credit note invoice ID (e.g., 'DN-000123', 'CN-000456') legal_entity: The legal entity/company code (e.g., 'USMF', 'DEMF') save_path: Full path where PDF should be saved (optional, auto-generates if not provided) profile: Configuration profile name (default: 'default')

Returns: Dictionary with download result including saved file path

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
profileNodefault
save_pathNo
invoice_idYes
legal_entityYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries full burden. It mentions the tool downloads a PDF and returns a dictionary with saved file path, but does not disclose potential side effects, required permissions, or performance characteristics. Since it's a download tool, the behavioral impact is minimal, but more detail on authentication or file size constraints would improve transparency.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with clear sections, a purpose statement, usage context, a query example, and explicit args. It is front-loaded and every sentence adds value. Despite length, it is not verbose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity of D365 and the presence of an output schema (not shown but indicated), the description covers all essentials: how to find the invoice ID, required parameters, optional parameters, and return value. It is complete for an agent to use correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The schema has 0% description coverage, but the tool description thoroughly explains all parameters: invoice_id (with examples), legal_entity (with examples), save_path (explains optional auto-generation), and profile (with default). This adds significant meaning beyond the raw schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it downloads a debit/credit note report as PDF from D365 Finance & Operations. It specifies the controller (CustDebitCreditNoteController) and distinguishes from sibling tools like d365fo_download_customer_invoice and d365fo_download_free_text_invoice.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides explicit guidance on when to use this tool (for debit/credit notes) and instructs the agent to first query the CustInvoiceJourBiEntity using d365fo_query_entities to find available invoices. Includes a concrete example query. Clearly differentiates this from other download tools.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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