MCP Dynamics CRM Server

Instructions

Implementation Reference

• src/tools/plugins/index.ts:194-233 (handler)

  Implementation of the dynamics_register_plugin_step tool handler.

  server.tool(
    "dynamics_register_plugin_step",
    "Registra um novo step de plugin no Dynamics CRM",
    RegisterPluginStepSchema.shape,
    async (params: z.infer<typeof RegisterPluginStepSchema>) => {
      const stepData = {
        name: params.name,
        stage: params.stage,
        mode: params.executionMode,
        rank: params.rank,
        "plugintypeid@odata.bind": `/plugintypes(${params.pluginTypeId})`,
        "sdkmessageid@odata.bind": `/sdkmessages?$filter=name eq '${params.message}'`,
        filteringattributes: params.filteringAttributes || null,
        supporteddeployment: 0, // Server only
      };
  
      // Get the message filter for the entity
      const messageFilter = await client.list("sdkmessagefilters", {
        select: ["sdkmessagefilterid"],
        filter: `primaryobjecttypecode eq '${params.entityLogicalName}' and sdkmessageid/name eq '${params.message}'`,
        top: 1,
      });
  
      if (messageFilter.value.length > 0) {
        const filterId = (messageFilter.value[0] as Record<string, unknown>).sdkmessagefilterid;
        (stepData as Record<string, unknown>)["sdkmessagefilterid@odata.bind"] = `/sdkmessagefilters(${filterId})`;
      }
  
      const result = await client.create("sdkmessageprocessingsteps", stepData);
  
      return {
        content: [
          {
            type: "text" as const,
            text: `Step registrado com sucesso!\nID: ${result.entityId}\nNome: ${params.name}\nMensagem: ${params.message}\nEntidade: ${params.entityLogicalName}\nEstágio: ${params.stage}`,
          },
        ],
      };
    }
  );

• src/tools/plugins/index.ts:29-38 (schema)

  Input schema for dynamics_register_plugin_step tool.

  export const RegisterPluginStepSchema = z.object({
    pluginTypeId: z.string().describe("ID do tipo de plugin"),
    message: z.string().describe("Mensagem do SDK (ex: Create, Update)"),
    entityLogicalName: z.string().describe("Nome lógico da entidade"),
    stage: z.number().describe("Estágio: 10=PreValidation, 20=PreOperation, 40=PostOperation"),
    executionMode: z.number().default(0).describe("0=Synchronous, 1=Asynchronous"),
    filteringAttributes: z.string().optional().describe("Atributos de filtragem"),
    name: z.string().describe("Nome do step"),
    rank: z.number().default(1).describe("Ordem de execução"),
  });

• src/tools/plugins/index.ts:70-73 (registration)

  Registration function that defines all plugin tools, including dynamics_register_plugin_step.

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