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Dynamics 365 MCP Server

by CData Software

This project builds a read-only MCP Server to allow LLMs to query live data from Dynamics 365. It leverages the CData JDBC Driver for Dynamics 365, exposing Dynamics 365 data through a simple MCP interface.

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What is Dynamics 365 MCP Server?

The CData MCP Server for Dynamics 365 is a read-only server that enables Large Language Models (LLMs) to query live Dynamics 365 data using natural language. It wraps the CData JDBC Driver for Dynamics 365 and exposes data through the Model Context Protocol (MCP).

How to use Dynamics 365 MCP Server?

To use the server, you need to clone the repository, build the server using Maven, download and license the CData JDBC Driver for Dynamics 365, configure a connection to Dynamics 365 using the driver, create a .prp file with connection properties, and configure your AI client (e.g., Claude Desktop) to use the server. Detailed steps are provided in the Setup Guide.

Key features of Dynamics 365 MCP Server

  • Read-only access to Dynamics 365 data

  • Exposes data through a simple MCP interface

  • Enables natural language querying of Dynamics 365 data by LLMs

  • Leverages the CData JDBC Driver for Dynamics 365

  • Supports SQL SELECT queries

  • Provides tools to retrieve tables and columns

Use cases of Dynamics 365 MCP Server

  • Answering questions about Dynamics 365 data using natural language

  • Retrieving information about opportunities, accounts, and tickets

  • Integrating Dynamics 365 data with LLMs like Claude Desktop

  • Generating reports and insights from Dynamics 365 data

  • Automating data retrieval tasks

FAQ from Dynamics 365 MCP Server

How do I configure the connection to Dynamics 365?

You need to use the CData JDBC Driver for Dynamics 365 and configure a connection string using the Connection String utility. The connection string should then be placed in the .prp file.

What is the purpose of the .prp file?

The .prp file contains the connection properties for the JDBC driver, such as the driver path, driver class, JDBC URL, and server name.

How do I add the MCP server to Claude Desktop?

You need to create or modify the claude_desktop_config.json file to include the server's command and arguments, pointing to the Java executable, the CDataMCP JAR file, and the .prp file.

What do I do if I cannot see the CData MCP Server in Claude Desktop?

Ensure that you have fully quit Claude Desktop (using Task Manager on Windows or Activity Monitor on Mac) and reopened it.

What if Claude Desktop is unable to retrieve data?

Verify that you have configured your connection properly using the Connection String builder and that the connection string is correctly placed in the .prp file.