MCP Dynamics CRM Server

Instructions

Implementation Reference

• src/tools/telemetry/index.ts:188-238 (handler)

  The handler implementation for 'dynamics_get_active_processes', which constructs filter queries, retrieves workflow data from the client, and formats the output.

  server.tool(
    "dynamics_get_active_processes",
    "Lista processos ativos (workflows, actions, BPFs) e seus estados",
    GetActiveProcessesSchema.shape,
    async (params: z.infer<typeof GetActiveProcessesSchema>) => {
      const filters: string[] = [];
      const typeMap: Record<string, number> = {
        workflow: 0,
        action: 1,
        businessprocessflow: 2,
        dialog: 3,
      };
  
      if (params.processType !== "all") {
        filters.push(`category eq ${typeMap[params.processType]}`);
      }
      if (params.stateFilter === "active") {
        filters.push("statecode eq 1");
      } else if (params.stateFilter === "inactive") {
        filters.push("statecode eq 0");
      }
  
      const result = await client.list("workflows", {
        select: [
          "workflowid", "name", "category", "type", "statecode", "statuscode",
          "primaryentity", "mode", "scope", "ondemand", "triggeroncreate",
          "triggeronupdateattributelist", "triggerondelete", "createdon", "modifiedon",
        ],
        filter: filters.length > 0 ? filters.join(" and ") : undefined,
        orderby: "name asc",
      });
  
      const processes = result.value as Array<Record<string, unknown>>;
      const categorySummary: Record<string, number> = {};
      const categoryNames: Record<number, string> = { 0: "Workflow", 1: "Action", 2: "Business Process Flow", 3: "Dialog" };
  
      for (const proc of processes) {
        const catName = categoryNames[proc.category as number] || "Outro";
        categorySummary[catName] = (categorySummary[catName] || 0) + 1;
      }
  
      return {
        content: [
          {
            type: "text" as const,
            text: `## Processos Ativos\n\n**Resumo por Categoria:**\n${Object.entries(categorySummary).map(([cat, count]) => `- ${cat}: ${count}`).join("\n")}\n\n**Total:** ${processes.length}\n\n**Detalhes:**\n${JSON.stringify(processes.slice(0, 20), null, 2)}`,
          },
        ],
      };
    }
  );

• src/tools/telemetry/index.ts:27-30 (schema)

  The Zod schema definition for 'dynamics_get_active_processes' inputs.

  export const GetActiveProcessesSchema = z.object({
    processType: z.enum(["all", "workflow", "action", "businessprocessflow", "dialog"]).default("all"),
    stateFilter: z.enum(["all", "active", "inactive"]).default("active"),
  });

• src/tools/telemetry/index.ts:189-189 (registration)

  The registration of the 'dynamics_get_active_processes' tool via server.tool.

  "dynamics_get_active_processes",