# Dynamics 365 MCP Server 🚀

![Node.js](https://img.shields.io/badge/Node.js-v16%2B-green)
![TypeScript](https://img.shields.io/badge/TypeScript-4.x-blue)
![MCP](https://img.shields.io/badge/MCP-orange)
![License](https://img.shields.io/badge/License-MIT-yellow)

## Overview

The **Microsoft Dynamics 365 MCP Server** is a MCP server that provides tools to interact with Microsoft Dynamics 365 using the **Model Context Protocol(MCP)** by Anthorpic. It allows users to perform various operations such as retrieving user information, accounts, opportunities associated with an account, create and update accounts from **Claude Desktop**.

This project uses the `@modelcontextprotocol/sdk` library to implement the MCP server and tools, and it integrates with Dynamics 365 APIs for data operations.

---

## List of Tools 🛠️

| **Tool Name**                  | **Description**                                             | **Input**                                                                                    | **Output**                                                  |
| ------------------------------ | ----------------------------------------------------------- | -------------------------------------------------------------------------------------------- | ----------------------------------------------------------- |
| `get-user-info`                | Fetches information about the currently authenticated user. | None                                                                                         | User details including name, user ID, and business unit ID. |
| `fetch-accounts`               | Fetches all accounts from Dynamics 365.                     | None                                                                                         | List of accounts in JSON format.                            |
| `get-associated-opportunities` | Fetches opportunities associated with a given account.      | `accountId` (string, required)                                                               | List of opportunities in JSON format.                       |
| `create-account`               | Creates a new account in Dynamics 365.                      | `accountData` (object, required) containing account details.                                 | Details of the created account in JSON format.              |
| `update-account`               | Updates an existing account in Dynamics 365.                | `accountId` (string, required), `accountData` (object, required) containing updated details. | Details of the updated account in JSON format.              |

---

## Prerequisites 📝

Before setting up the project, ensure you have the following installed:

- **Node.js** (v16 or higher)
- **NPM** (Node Package Manager)
- A Dynamics 365 instance with API access
- Azure Active Directory (AAD) application configured for Dynamics 365 API access

---

## Configuration Steps ⚙️

Follow these steps to set up and run the project locally:

### 1. Clone the Repository

```sh
git clone https://github.com/your-repo/dynamics365-mcp-server.git
cd dynamics365-mcp-server
```

### 2. Install Dependencies

```sh
npm install
```

### 3. Configure Environment Variables

Create a .env file in the root of the project and add the following variables:

```sh
CLIENT_ID=your-client-id
CLIENT_SECRET=your-client-secret
TENANT_ID=your-tenant-id
D365_URL=https://your-org.crm.dynamics.com

```

### 4. Compile TypeScript Files

```sh
npm run build

```

### 4. Run MCP Server

```sh
node build\index.js
```

You should see the following output:

```plaintext
Dynamics365 MCP server running on stdio...
```
### 5. (Optional) Register your MCP Server with Claude Desktop
- Install [Claude Desktop](https://claude.ai/download)
- Navigate to Settings > Developer > Edit Config
- Edit claude_desktop_config.json
```json
{
    "mcpServers": {
        "Dynamics365": {
            "command": "node",
            "args": [
                "<Path to your MCP server build file ex: rootfolder/build/index.js>"
            ],
            "env": {
                "CLIENT_ID": "<D365 Client Id>",
                "CLIENT_SECRET": "<D365 Client Secret>",
                "TENANT_ID": "<D365 Tenant ID>",
                "D365_URL": "Dynamics 365 url"
            }
        }
    }
}
```
- Restart Claude Desktop 
- Now you should be able to see the server tools in the prompt window
![ Claude Server Tools](/images/Claude_Server_Tools_Setup.png)

- Let's test a prompt by invoking tool - get-user-info
![ Get User Tool Test](/images/get_user_tool_test.png)

### 6. (Optional) Test tools using MCP Interceptor
- Run following command in terminal
```json
npx @modelcontextprotocol/inspector node build/index.js
```
![ Interceptor commange](/images/Interceptor.png)

- Go to 🔍  http://localhost:5173 🚀
![ Interceptor](/images/Inspector.png)

- Now you can connect to server and terst all the tools!!


## Debugging 🐛

## If you encounter issues, ensure the following:

If you encounter issues, ensure the following:

- The .env file is properly configured.
- The Azure AD application has the necessary permissions for Dynamics 365 APIs.
- The Dynamics 365 instance is accessible from - your environment.
- You can also add debug logs in the code to trace issues. For example:

```sh
console.error("Debugging: Loaded environment variables:", process.env);
```

## Contributing 🤝

Contributions are welcome! Feel free to submit a pull request or open an issue for any bugs or feature requests.

To contribute:

- Fork the repository.
- Create a new branch for your feature or bug fix.
- Commit your changes and submit a pull request.
- We appreciate your contributions! 😊