Dynamics 365 MCP Server

Instructions

Implementation Reference

• src/tools.ts:76-100 (handler)

  MCP tool handler: fetches opportunities via Dynamics365 client, formats as JSON text response or error message.

  async (req) => {
    try {
      const response = await d365.getAssociatedOpportunities(req.accountId);
      return {
        content: [
          {
            type: "text",
            text: JSON.stringify(response, null, 2),
          },
        ],
      };
    } catch (error) {
      return {
        content: [
          {
            type: "text",
            text: `Error: ${
              error instanceof Error ? error.message : "Unknown error"
            }, please check your input and try again.`,
          },
        ],
        isError: true,
      };
    }
  }

• src/tools.ts:75-75 (schema)

  Input schema: requires 'accountId' as string.

  { accountId: z.string() },

• src/tools.ts:72-101 (registration)

  Registers the MCP tool 'get-associated-opportunities' with description, schema, and handler.

  server.tool(
    "get-associated-opportunities",
    "Fetch opportunities for a given account from Dynamics 365",
    { accountId: z.string() },
    async (req) => {
      try {
        const response = await d365.getAssociatedOpportunities(req.accountId);
        return {
          content: [
            {
              type: "text",
              text: JSON.stringify(response, null, 2),
            },
          ],
        };
      } catch (error) {
        return {
          content: [
            {
              type: "text",
              text: `Error: ${
                error instanceof Error ? error.message : "Unknown error"
              }, please check your input and try again.`,
            },
          ],
          isError: true,
        };
      }
    }
  );

• src/main.ts:202-209 (helper)

  Dynamics365 helper: validates accountId, builds OData filter query for opportunities, delegates to makeApiRequest.

  public async getAssociatedOpportunities(accountId: string): Promise<any> {
    if (!accountId) {
      throw new Error("Account ID is required to fetch opportunities.");
    }
  
    const endpoint = `api/data/v9.2/opportunities?$filter=_customerid_value eq ${accountId}`;
    return this.makeApiRequest(endpoint, "GET");
  }