MCP Dynamics CRM Server

Instructions

Implementation Reference

• src/tools/schema/index.ts:332-358 (handler)

  Implementation and registration of the dynamics_get_forms tool.

  server.tool(
    "dynamics_get_forms",
    "Recupera formulários de uma entidade",
    GetFormSchema.shape,
    async (params: z.infer<typeof GetFormSchema>) => {
      const formTypeCode = FORM_TYPE_MAP[params.formType];
      let filter = `objecttypecode eq '${params.entityLogicalName}' and type eq ${formTypeCode}`;
      if (params.formId) {
        filter += ` and formid eq '${params.formId}'`;
      }
  
      const result = await client.list("systemforms", {
        select: ["formid", "name", "description", "type", "formxml", "objecttypecode", "isdefault"],
        filter,
        orderby: "name asc",
      });
  
      return {
        content: [
          {
            type: "text" as const,
            text: `Formulários encontrados: ${result.value.length}\n\n${JSON.stringify(result.value, null, 2)}`,
          },
        ],
      };
    }
  );

• src/tools/schema/index.ts:55-59 (schema)

  Schema definition for the inputs of the dynamics_get_forms tool.

  export const GetFormSchema = z.object({
    entityLogicalName: z.string().describe("Nome lógico da entidade"),
    formType: z.enum(["main", "quickcreate", "quickview", "card"]).default("main"),
    formId: z.string().optional().describe("ID específico do formulário"),
  });