Solyn_dynamics365_mcp_server
by SolynAI
The Microsoft Dynamics 365 MCP Server provides tools to interact with Microsoft Dynamics 365 using the Model Context Protocol (MCP). It allows users to perform various operations such as retrieving user information, accounts, and opportunities, and creating/updating accounts from Claude Desktop.
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What is Solyn_dynamics365_mcp_server?
The Microsoft Dynamics 365 MCP Server is a server that enables interaction with Microsoft Dynamics 365 using the Model Context Protocol (MCP). It provides a set of tools to perform operations on Dynamics 365 data.
How to use Solyn_dynamics365_mcp_server?
To use the server, you need to clone the repository, install the dependencies using pip install -r requirements.txt, and configure the server within your Claude settings file (settings.json) with the necessary Azure AD credentials (CLIENT_ID, CLIENT_SECRET, TENANT_ID, RESOURCE). The server provides a list of tools that can be used to interact with Dynamics 365.
Key features of Solyn_dynamics365_mcp_server
Create and retrieve leads, contacts, accounts, opportunities, and other CRM entities.
Perform queries on Dynamics 365 data using OData filters.
Integrate with Claude for Desktop to enable AI-powered interactions with Dynamics 365.
Supports a variety of operations including creating new records, retrieving existing records, and updating records.
Leverages the Model Context Protocol (MCP) for seamless communication.
Use cases of Solyn_dynamics365_mcp_server
Automating CRM data entry and updates.
Retrieving customer information for AI-powered analysis and decision-making.
Integrating Dynamics 365 with Claude for Desktop to provide AI-assisted CRM workflows.
Building custom AI applications that interact with Dynamics 365 data.
FAQ from Solyn_dynamics365_mcp_server
What is the purpose of the MCP Server?
What is the purpose of the MCP Server?
The MCP Server facilitates interaction between applications like Claude and Microsoft Dynamics 365 using the Model Context Protocol.
What are the prerequisites for setting up the server?
What are the prerequisites for setting up the server?
You need Python 3.10 or later, access to a Dynamics 365 instance with API permissions, and an Azure Active Directory (AAD) application configured with Dynamics 365 API access.
What permissions are required for the Azure AD application?
What permissions are required for the Azure AD application?
The application must have Dynamics CRM user_impersonation and Office 365 Exchange Online permissions.
How do I configure the server with Claude for Desktop?
How do I configure the server with Claude for Desktop?
Add the provided configuration to your Claude settings file (settings.json), replacing the placeholder values with your actual Azure AD credentials and Dynamics 365 instance URL.
What kind of operations can I perform with this server?
What kind of operations can I perform with this server?
You can create, retrieve, and update various CRM entities such as leads, contacts, accounts, opportunities, sales orders, incidents, and more.