Dynamics MCP Server
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Dynamics MCP Serversearch for cases with subject containing 'refund'"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Dynamics MCP Server
MCP server to query Microsoft Dynamics 365 CRM records and support workflows using streamable HTTP transport.
Tools
Tool | Description |
| Fetch timeline activities (emails, calls, tasks, appointments, notes) for a CRM record GUID. |
| Search support cases using an OData filter. |
| Free-text relevance search across support cases, with fuzzy matching, ranked by relevance. |
| Fetch a single case by GUID or ticket number, including metadata and linked external tickets. |
| Fetch active external tickets linked to a case (GUID or ticket number). |
| Fetch timeline-wall comments for one linked external ticket in a single call. |
| Fetch a contact by GUID. |
| Fetch an account by GUID. |
| Execute an arbitrary FetchXML query against a Dynamics entity collection. |
| Look up a Dynamics system user's internal email address by GUID. |
| Return capabilities, example prompts, and setup requirements. |
Related MCP server: MCP Dataverse
Authentication model
This MCP expects the CRM browser session to be forwarded per request:
Header:
X-Session-Cookie: <full CRM cookie string>Source URL:
https://adobe-ent.crm.dynamics.com
The server does not store static credentials in environment variables.
Installation
Requirements
Python 3.13+
uv (recommended)
Local development
uv sync
uv run dynamics-mcpClaude Code setup
claude mcp add dynamics \
-- uvx --index https://sauronai.adobe.io/pypi/simple/ dynamics-mcpCursor setup
Add to ~/.cursor/mcp.json:
{
"mcpServers": {
"dynamics": {
"command": "uvx",
"args": ["--index", "https://sauronai.adobe.io/pypi/simple/", "dynamics-mcp"]
}
}
}Codex CLI setup
Add to ~/.codex/config.yaml:
mcpServers:
dynamics:
type: stdio
command: uvx
args:
- --index
- https://sauronai.adobe.io/pypi/simple/
- dynamics-mcpThis server cannot be installed
Maintenance
Resources
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Looking for Admin?
If you are the server author, to access and configure the admin panel.
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