Dynamics 365 MCP Server

Overview

The Microsoft Dynamics 365 MCP Server is a MCP server that provides tools to interact with Microsoft Dynamics 365 using the Model Context Protocol(MCP) by Anthorpic. It allows users to perform various operations such as retrieving user information, accounts, opportunities associated with an account, create and update accounts from Claude Desktop.

This project uses the @modelcontextprotocol/sdk library to implement the MCP server and tools, and it integrates with Dynamics 365 APIs for data operations.

List of Tools

Prerequisites

Before setting up the project, ensure you have the following installed:

• Node.js (v16 or higher)
• NPM (Node Package Manager)
• A Dynamics 365 instance with API access
• Azure Active Directory (AAD) application configured for Dynamics 365 API access

Configuration Steps

Follow these steps to set up and run the project locally:

1. Clone the Repository

git clone https://github.com/your-repo/dynamics365-mcp-server.git
cd dynamics365-mcp-server

2. Install Dependencies

npm install

3. Configure Environment Variables

Create a .env file in the root of the project and add the following variables:

CLIENT_ID=your-client-id
CLIENT_SECRET=your-client-secret
TENANT_ID=your-tenant-id
D365_URL=https://your-org.crm.dynamics.com

4. Compile TypeScript Files

npm run build

4. Run MCP Server

node buildindex.js

You should see the following output:

Dynamics365 MCP server running on stdio...

5. (Optional) Register your MCP Server with Claude Desktop

• Install Claude Desktop
• Navigate to Settings > Developer > Edit Config
• Edit claude_desktop_config.json

{
    "mcpServers": {
        "Dynamics365": {
            "command": "node",
            "args": [
                "<Path to your MCP server build file ex: rootfolder/build/index.js>"
            ],
            "env": {
                "CLIENT_ID": "<D365 Client Id>",
                "CLIENT_SECRET": "<D365 Client Secret>",
                "TENANT_ID": "<D365 Tenant ID>",
                "D365_URL": "Dynamics 365 url"
            }
        }
    }
}

• Restart Claude Desktop

• Now you should be able to see the server tools in the prompt window

• Let’s test a prompt by invoking tool - get-user-info

6. (Optional) Test tools using MCP Interceptor

• Run following command in terminal

npx @modelcontextprotocol/inspector node build/index.js

• Go to http://localhost:5173

• Now you can connect to server and terst all the tools!!

Debugging

If you encounter issues, ensure the following:

If you encounter issues, ensure the following:

• The .env file is properly configured.
• The Azure AD application has the necessary permissions for Dynamics 365 APIs.
• The Dynamics 365 instance is accessible from - your environment.
• You can also add debug logs in the code to trace issues. For example:

console.error("Debugging: Loaded environment variables:", process.env);

Contributing

Contributions are welcome! Feel free to submit a pull request or open an issue for any bugs or feature requests.

To contribute:

• Fork the repository.
• Create a new branch for your feature or bug fix.
• Commit your changes and submit a pull request.
• We appreciate your contributions!