Dynamics 365 MCP Server
by srikanth-paladugula
The Microsoft Dynamics 365 MCP Server is a tool that facilitates interaction with Dynamics 365 using the Model Context Protocol (MCP). It enables users to perform operations like retrieving user information, accounts, and opportunities, as well as creating and updating accounts from Claude Desktop.
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What is Dynamics 365 MCP Server?
The Dynamics 365 MCP Server is an MCP server designed to interact with Microsoft Dynamics 365. It leverages the @modelcontextprotocol/sdk library and Dynamics 365 APIs to provide tools for managing and accessing data within Dynamics 365.
How to use Dynamics 365 MCP Server?
To use the server, you need to clone the repository, install dependencies, configure environment variables (client ID, client secret, tenant ID, and Dynamics 365 URL), compile the TypeScript files, and run the server. Optionally, you can register the MCP server with Claude Desktop by editing the claude_desktop_config.json file.
Key features of Dynamics 365 MCP Server
Retrieving user information
Fetching accounts
Fetching associated opportunities
Creating accounts
Updating accounts
Use cases of Dynamics 365 MCP Server
Integrating Dynamics 365 with Claude Desktop
Automating data retrieval and manipulation in Dynamics 365
Building custom tools for Dynamics 365 interaction
Enhancing user experience with contextual data from Dynamics 365
Streamlining Dynamics 365 workflows
FAQ from Dynamics 365 MCP Server
What is MCP?
What is MCP?
MCP stands for Model Context Protocol, used for interaction.
What are the prerequisites for running this server?
What are the prerequisites for running this server?
Node.js (v16+), NPM, a Dynamics 365 instance with API access, and an Azure Active Directory (AAD) application configured for Dynamics 365 API access.
How do I configure the environment variables?
How do I configure the environment variables?
Create a .env file in the root of the project and add the CLIENT_ID, CLIENT_SECRET, TENANT_ID, and D365_URL variables.
How do I register the server with Claude Desktop?
How do I register the server with Claude Desktop?
Edit the claude_desktop_config.json file in Claude Desktop settings and add the server configuration.
What if I encounter issues?
What if I encounter issues?
Ensure the .env file is properly configured, the Azure AD application has the necessary permissions, and the Dynamics 365 instance is accessible. Check debug logs for more information.