Dynamics MCP Server
Click on "Deploy 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 deployed
Maintenance
Related MCP Connectors
MCP server for the Seline Analytics API
MCP server for Product Management
Secure MCP server for exploring incwo CRM data, documents, and email workflows.
Cross-product MCP server for CRM, LeadKit, ProjectKit, Bookio. 10 action types, MIT open spec.
Related MCP Servers
- AlicenseBqualityDmaintenanceA Model Context Protocol server that enables interaction with Microsoft Dynamics 365 CRM from Claude Desktop, allowing users to retrieve, create, and update CRM data through natural language.521MIT
- AlicenseNot gradedqualityCmaintenanceThe most complete MCP server for Microsoft Dataverse.70 npm14MIT
- AlicenseAqualityAmaintenanceMCP server for Microsoft Dataverse API with safe-by-default configuration. Works with any Dataverse / Dynamics 365 environment.2326 npm7MIT
- AlicenseAqualityCmaintenanceMCP server for HeyMax CRM API, providing read-only tools to query pipelines, services, and other CRM data.106 npmMIT