MCP Dynamics CRM Server

Instructions

Implementation Reference

• src/tools/schema/index.ts:506-568 (handler)

  The handler function for "dynamics_create_relationship" which defines the relationship metadata and sends a POST request to Dataverse.

  server.tool(
    "dynamics_create_relationship",
    "Cria um relacionamento entre duas tabelas",
    CreateRelationshipSchema.shape,
    async (params: z.infer<typeof CreateRelationshipSchema>) => {
      if (params.relationshipType === "OneToMany") {
        const relData = {
          SchemaName: params.schemaName,
          "@odata.type": "Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata",
          ReferencedEntity: params.referencedEntity,
          ReferencingEntity: params.referencingEntity,
          Lookup: {
            SchemaName: params.referencingAttribute,
            DisplayName: {
              "@odata.type": "Microsoft.Dynamics.CRM.Label",
              LocalizedLabels: [{ "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel", Label: params.referencedEntity, LanguageCode: 1046 }],
            },
            RequiredLevel: { Value: "None" },
          },
          CascadeConfiguration: {
            Assign: params.cascadeAssign,
            Delete: params.cascadeDelete,
            Merge: "NoCascade",
            Reparent: "NoCascade",
            Share: "NoCascade",
            Unshare: "NoCascade",
          },
        };
  
        let endpoint = "RelationshipDefinitions";
        if (params.solutionUniqueName) {
          endpoint += `?SolutionUniqueName='${params.solutionUniqueName}'`;
        }
  
        const result = await client.post<{ MetadataId: string }>(endpoint, relData);
        return {
          content: [
            {
              type: "text" as const,
              text: `Relacionamento 1:N criado!\nMetadataId: ${result.MetadataId}\n${params.referencedEntity} -> ${params.referencingEntity}`,
            },
          ],
        };
      } else {
        const relData = {
          SchemaName: params.schemaName,
          "@odata.type": "Microsoft.Dynamics.CRM.ManyToManyRelationshipMetadata",
          Entity1LogicalName: params.referencedEntity,
          Entity2LogicalName: params.referencingEntity,
          IntersectEntityName: `${params.referencedEntity}_${params.referencingEntity}`,
        };
  
        let endpoint = "RelationshipDefinitions";
        if (params.solutionUniqueName) {
          endpoint += `?SolutionUniqueName='${params.solutionUniqueName}'`;
        }
  
        const result = await client.post<{ MetadataId: string }>(endpoint, relData);
        return {
          content: [
            {
              type: "text" as const,
              text: `Relacionamento N:N criado!\nMetadataId: ${result.MetadataId}\n${params.referencedEntity} <-> ${params.referencingEntity}`,

• src/tools/schema/index.ts:95-104 (schema)

  The Zod schema definition for "dynamics_create_relationship" inputs.

  export const CreateRelationshipSchema = z.object({
    schemaName: z.string().describe("Nome do schema do relacionamento"),
    referencingEntity: z.string().describe("Entidade referenciadora (many)"),
    referencedEntity: z.string().describe("Entidade referenciada (one)"),
    referencingAttribute: z.string().describe("Atributo de lookup"),
    relationshipType: z.enum(["OneToMany", "ManyToMany"]).default("OneToMany"),
    cascadeAssign: z.enum(["NoCascade", "Cascade", "Active", "UserOwned"]).default("NoCascade"),
    cascadeDelete: z.enum(["NoCascade", "Cascade", "RemoveLink", "Restrict"]).default("RemoveLink"),
    solutionUniqueName: z.string().optional(),
  });