MCP Dynamics CRM Server

Instructions

Implementation Reference

• src/tools/schema/index.ts:382-410 (handler)

  The tool "dynamics_get_views" is registered and handled directly within src/tools/schema/index.ts. It uses the `client.list` method to fetch views from Dynamics 365, either from `savedqueries` or `userqueries` depending on the `viewType`.

  // 7. Get Views
  server.tool(
    "dynamics_get_views",
    "Recupera views de uma entidade",
    GetViewSchema.shape,
    async (params: z.infer<typeof GetViewSchema>) => {
      const entity = params.viewType === "system" ? "savedqueries" : "userqueries";
      let filter = `returnedtypecode eq '${params.entityLogicalName}'`;
      if (params.viewId) {
        const idField = params.viewType === "system" ? "savedqueryid" : "userqueryid";
        filter += ` and ${idField} eq '${params.viewId}'`;
      }
  
      const result = await client.list(entity, {
        select: params.viewType === "system"
          ? ["savedqueryid", "name", "description", "fetchxml", "layoutxml", "isdefault", "querytype"]
          : ["userqueryid", "name", "description", "fetchxml", "layoutxml"],
        filter,
        orderby: "name asc",
      });
  
      return {
        content: [
          {
            type: "text" as const,
            text: `Views encontradas: ${result.value.length}\n\n${JSON.stringify(result.value, null, 2)}`,
          },
        ],
      };