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mafzaal

Dynamics 365 Finance & Operations MCP Server

by mafzaal

d365fo_query_entities

Query Dynamics 365 Finance & Operations data entities with simplified filtering using equality and wildcard patterns for field searches.

Instructions

Query D365FO data entities with simplified filtering capabilities.

Args: entity_name: The entity's public collection name or entity set name (e.g., "CustomersV3", "SalesOrders", "DataManagementEntities") select: List of field names to include in response filter: Simplified filter expression using only "eq" operation with wildcard support: - Basic equality: "FieldName eq 'value'" - Starts with: "FieldName eq 'value*'" - Ends with: "FieldName eq '*value'" - Contains: "FieldName eq 'value'" - Enum values: "StatusField eq Microsoft.Dynamics.DataEntities.EnumType'EnumValue'" Example: "SalesOrderStatus eq Microsoft.Dynamics.DataEntities.SalesStatus'OpenOrder'" order_by: List of field names to sort by (e.g., ["CreatedDateTime desc", "SalesId"]) top: Maximum number of records to return (default: 100) skip: Number of records to skip for pagination count: Whether to include total count in response expand: List of navigation properties to expand profile: Profile name for connection configuration

Returns: Dictionary with query results including data array, count, and pagination info

Note: This tool uses simplified OData filtering that only supports "eq" operations with wildcard patterns. For complex queries, retrieve data first and filter programmatically.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
topNo
skipNo
countNo
expandNo
filterNo
selectNo
profileNodefault
order_byNo
entity_nameYes
Behavior4/5

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

With no annotations, the description carries full burden. It describes the query behavior, simplified OData filtering, and return format (dictionary with data, count, pagination). It does not mention auth or rate limits, but such details are less critical for a read-only query tool.

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?

Description is well-structured with Args, Returns, and Note sections. It is informative without being overly verbose. Minor redundancy in explaining filter patterns could be tightened, but overall efficient.

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

Completeness4/5

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

Given no output schema, description adequately explains return type. All 9 parameters are documented, including complicated filter syntax. Missing some edge cases like error handling, but for a query tool this is sufficient.

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 coverage is 0%, so description must compensate. It thoroughly explains each parameter, especially filter with detailed examples of wildcard patterns and enum values. This provides far more meaning than the schema alone.

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?

Description clearly states it queries D365FO data entities with simplified filtering. It distinguishes from siblings like d365fo_get_entity_record (single record) and d365fo_create_entity_record (creation) by focusing on querying multiple entities with filtering and pagination.

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

Usage Guidelines4/5

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

Explicitly notes that only 'eq' operations with wildcards are supported, and advises to retrieve data first and filter programmatically for complex queries. This provides clear when-not-to-use guidance, though it does not explicitly compare to sibling 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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