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mafzaal

Dynamics 365 Finance & Operations MCP Server

by mafzaal

d365fo_download_srs_report

Download SSRS reports from D365 Finance & Operations as PDF files by specifying the document ID and legal entity. Supports invoices, purchase orders, confirmations, and more.

Instructions

Download SQL Server Reporting Services (SSRS/SRS) reports from D365 Finance & Operations as PDF files.

This tool generates and downloads business documents like invoices, purchase orders, confirmations, and other reports by calling the D365FO SRS reporting engine. The report is returned as a PDF file saved to a specified location.

Args: document_id: The unique identifier/key of the document (e.g., 'CIV-000708', 'SO-001234') legal_entity: The legal entity/company code (DataAreaId) where the document exists (e.g., 'USMF') controller_name: The SSRS controller class name (default: 'SalesInvoiceController') Common controllers: - SalesInvoiceController: Customer invoices - FreeTextInvoiceController: Free text invoices - CustDebitCreditNoteController: Debit/credit notes - SalesConfirmController: Sales confirmations - PurchPurchaseOrderController: Purchase orders data_table: The database table containing the document (default: 'CustInvoiceJour') data_field: The field name that stores the document ID (default: 'InvoiceId') document_type: Human-readable document type for filename (default: 'SalesInvoice') save_path: Full path where PDF should be saved (optional, auto-generates if not provided) profile: Configuration profile name (default: 'default')

Common controller/table/field combinations: | Controller | Table | Field Name | Field Type | Document Type | |-----------|-------|-----------|------------|---------------| | SalesInvoiceController | CustInvoiceJour | InvoiceId | Invoice ID | Sales Invoice | | FreeTextInvoiceController | CustInvoiceJour | InvoiceId | Invoice ID | Free Text Invoice | | CustDebitCreditNoteController | CustInvoiceJour | InvoiceId | Invoice ID | Debit/Credit Note | | SalesConfirmController | CustConfirmJour | ConfirmId or SalesId | Confirm/Sales ID | Sales Confirmation | | PurchPurchaseOrderController | VendPurchOrderJour | PurchId | Purchase Order ID | Purchase Order | Returns: Dictionary with download result including saved file path

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
profileNodefault
save_pathNo
data_fieldNoInvoiceId
data_tableNoCustInvoiceJour
document_idYes
legal_entityYes
document_typeNoSalesInvoice
controller_nameNoSalesInvoiceController

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 must disclose behavioral traits. It indicates the tool generates and downloads a PDF, which is a read operation. However, it doesn't mention potential side effects (e.g., report generation triggers), permissions required, limits, or error conditions. Some behavioral context is missing.

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

Conciseness4/5

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

The description is well-structured with a clear opening, bulleted parameter list, and a table. It is front-loaded with the core purpose. While lengthy, every sentence adds value, though it could be slightly more concise by removing some redundancy.

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 (8 parameters, 0% schema coverage, no annotations) and the presence of an output schema, the description is remarkably complete. It explains the return value, provides default values, and offers a reference table for common configurations. No significant gaps remain.

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?

Schema description coverage is 0%, but the description fully compensates by detailing each parameter: document_id, legal_entity, controller_name, data_table, data_field, document_type, save_path, and profile. It explains defaults, provides examples, and includes a comprehensive table of common controller/table/field combinations, adding immense value 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 explicitly states it downloads SSRS reports from D365FO as PDF files, listing specific document types (invoices, purchase orders) and the tool's flexibility. The verb 'download' and resource 'SSRS report' are clear, and the tool is distinct from generic data download tools.

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

Usage Guidelines3/5

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

The description provides useful parameter combinations (controller/table/field) but lacks guidance on when to use this generic tool versus the many sibling download tools (e.g., d365fo_download_customer_invoice). No explicit when/when-not or alternative recommendations.

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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