mcp-dynamics365-server

mcp-dynamics365-server

9
customer_data_platforms

Microsoft Dynamics 365 MCP Server is an MCP server that facilitates interaction with Microsoft Dynamics 365 using the Model Context Protocol. It offers various tools for handling user data, accounts, and opportunities. The project is designed for seamless integration with Dynamics 365 APIs and is configurable with Claude Desktop.

Overview

The Microsoft Dynamics 365 MCP Server allows interaction with Microsoft Dynamics 365 using the Model Context Protocol. Key operations include retrieving user information, accounts, opportunities, and creating or updating accounts from Claude Desktop. The server integrates with Dynamics 365 APIs using the @modelcontextprotocol/sdk library.

List of Tools 🛠️

  • get-user-info: Fetches information about the authenticated user.
  • fetch-accounts: Retrieves all accounts from Dynamics 365.
  • get-associated-opportunities: Retrieves opportunities linked to a specific account.
  • create-account: Creates a new account in Dynamics 365.
  • update-account: Updates an existing account in Dynamics 365.

Prerequisites 📝

  • Node.js (v16+)
  • NPM
  • Dynamics 365 with API access
  • Azure Active Directory application

Configuration Steps ⚙️

  1. Clone the repository and navigate to the project directory.
  2. Install dependencies.
  3. Set environment variables in a .env file.
  4. Compile TypeScript files.
  5. Run MCP Server.
  6. Optionally register with Claude Desktop.

Debugging 🐛

Ensure .env configuration, Azure AD permissions, and Dynamics 365 access. Debug logs can trace issues.

Contributing 🤝

Contributions are welcome. Follow the steps for forking, branching, and pull requests.