MCP Dynamics CRM Server

Instructions

Implementation Reference

• src/tools/schema/index.ts:157-213 (handler)

  The handler for dynamics_create_table which constructs the entity definition and calls the Dataverse client.

  server.tool(
    "dynamics_create_table",
    "Cria uma nova tabela (entidade) no Dynamics CRM",
    CreateTableSchema.shape,
    async (params: z.infer<typeof CreateTableSchema>) => {
      const entityData: Record<string, unknown> = {
        SchemaName: params.schemaName,
        DisplayName: {
          "@odata.type": "Microsoft.Dynamics.CRM.Label",
          LocalizedLabels: [{ "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel", Label: params.displayName, LanguageCode: 1046 }],
        },
        DisplayCollectionName: {
          "@odata.type": "Microsoft.Dynamics.CRM.Label",
          LocalizedLabels: [{ "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel", Label: params.displayCollectionName, LanguageCode: 1046 }],
        },
        Description: {
          "@odata.type": "Microsoft.Dynamics.CRM.Label",
          LocalizedLabels: [{ "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel", Label: params.description || "", LanguageCode: 1046 }],
        },
        OwnershipType: params.ownershipType,
        IsActivity: params.isActivity,
        HasNotes: true,
        HasActivities: true,
        PrimaryNameAttribute: params.primaryAttributeSchemaName.toLowerCase(),
        Attributes: [
          {
            "@odata.type": "Microsoft.Dynamics.CRM.StringAttributeMetadata",
            SchemaName: params.primaryAttributeSchemaName,
            DisplayName: {
              "@odata.type": "Microsoft.Dynamics.CRM.Label",
              LocalizedLabels: [{ "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel", Label: params.primaryAttributeDisplayName, LanguageCode: 1046 }],
            },
            RequiredLevel: { Value: "ApplicationRequired" },
            MaxLength: params.primaryAttributeMaxLength,
            FormatName: { Value: "Text" },
            IsPrimaryName: true,
          },
        ],
      };
  
      let endpoint = "EntityDefinitions";
      if (params.solutionUniqueName) {
        endpoint += `?SolutionUniqueName='${params.solutionUniqueName}'`;
      }
  
      const result = await client.post<{ MetadataId: string }>(endpoint, entityData);
  
      return {
        content: [
          {
            type: "text" as const,
            text: `Tabela criada com sucesso!\nMetadataId: ${result.MetadataId}\nSchemaName: ${params.schemaName}\nDisplay: ${params.displayName}`,
          },
        ],
      };
    }
  );

• src/tools/schema/index.ts:12-23 (schema)

  Zod schema defining the input parameters for dynamics_create_table.

  export const CreateTableSchema = z.object({
    schemaName: z.string().describe("Nome do schema (ex: new_MyTable)"),
    displayName: z.string().describe("Nome de exibição"),
    displayCollectionName: z.string().describe("Nome de exibição plural"),
    description: z.string().optional(),
    primaryAttributeSchemaName: z.string().default("new_name").describe("Nome do atributo primário"),
    primaryAttributeDisplayName: z.string().default("Nome").describe("Display name do atributo primário"),
    primaryAttributeMaxLength: z.number().default(100),
    ownershipType: z.enum(["UserOwned", "OrganizationOwned"]).default("UserOwned"),
    isActivity: z.boolean().default(false),
    solutionUniqueName: z.string().optional(),
  });

• src/tools/schema/index.ts:152-155 (registration)

  The registration function where dynamics_create_table is defined within the server tool registration.

  export function registerSchemaTools(
    server: { tool: Function },
    client: DataverseClient
  ) {