MCP Dynamics CRM Server

Instructions

Implementation Reference

• src/tools/schema/index.ts:415-439 (handler)

  The handler for the dynamics_create_view tool which creates a new savedquery record in Dynamics.

  server.tool(
    "dynamics_create_view",
    "Cria uma nova view para uma entidade",
    CreateViewSchema.shape,
    async (params: z.infer<typeof CreateViewSchema>) => {
      const viewData: Record<string, unknown> = {
        name: params.name,
        description: params.description || "",
        returnedtypecode: params.entityLogicalName,
        fetchxml: params.fetchXml,
        layoutxml: params.layoutXml,
        querytype: 0,
      };
  
      const result = await client.create("savedqueries", viewData);
  
      return {
        content: [
          {
            type: "text" as const,
            text: `View criada com sucesso!\nID: ${result.entityId}\nNome: ${params.name}\nEntidade: ${params.entityLogicalName}`,
          },
        ],
      };
    }

• src/tools/schema/index.ts:72-79 (schema)

  Zod schema definition for the dynamics_create_view tool inputs.

  export const CreateViewSchema = z.object({
    entityLogicalName: z.string().describe("Nome lógico da entidade"),
    name: z.string().describe("Nome da view"),
    description: z.string().optional(),
    fetchXml: z.string().describe("FetchXML da query"),
    layoutXml: z.string().describe("LayoutXML das colunas"),
    solutionUniqueName: z.string().optional(),
  });