D365 F&O MCP. Get real-time ERP data from conversation.
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Dynamics 365 Finance & Operations (D365 F&O) connects your AI agent directly to your core ERP system. Your agent can list sales orders, check real-time inventory levels across all warehouses, and review financial journals and ledger activity.
Use it to get immediate status updates on customers, vendors, and products—all from a simple conversation.
What your AI agents can do
Get d365 fo metadata
Retrieves basic metadata about the D365 environment where the calls are running.
Get inventory on hand
Gets the current on-hand quantity of released products across all connected warehouses.
Get sales order details
Fetches complete, detailed information for a single, specified sales order.
Your agent retrieves detailed lists of all sales orders and registered customers in your account.
Your agent checks the current on-hand quantities for released products across every warehouse.
Your agent lists ledger journals, allowing you to monitor posting statuses and financial metadata.
Your agent searches for sales orders using either an order number or a customer keyword.
Your agent lists all vendors stored in your Dynamics 365 Finance & Operations account.
Your agent retrieves fundamental metadata about the current D365 environment for context.
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Dynamics 365 Finance & Operations MCP Server: 10 Tools
Use these 10 tools to let your AI agent perform complex data lookups across your entire D365 F&O system.
019d758aget d365 fo metadata
Retrieves basic metadata about the D365 environment where the calls are running.
019d758aget inventory on hand
Gets the current on-hand quantity of released products across all connected warehouses.
019d758aget sales order details
Fetches complete, detailed information for a single, specified sales order.
019d758alist d365 customers
Returns a list of every customer account registered in your D365 F&O system.
019d758alist d365 sales orders
Provides a comprehensive list of all sales order headers in the environment.
019d758alist d365 vendors
Lists all vendor accounts maintained in your Dynamics 365 Finance & Operations setup.
019d758alist ledger journals
Retrieves a list of all ledger journals and their respective headers.
019d758alist released products
Lists all products that are fully released and available in your enterprise catalog.
019d758aquick finance health audit
Gives a high-level summary of recent sales activity and current inventory levels.
019d758asearch sales orders
Searches for sales orders using either a customer name or an order number.
Choose How to Get Started
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- Works with Claude, ChatGPT, Cursor, and more
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What you can do with this MCP connector
Dynamics 365 Finance & Operations (D365 F&O) connects your AI agent directly to your core ERP system. Your agent can list sales orders, check real-time inventory levels across all warehouses, and review financial journals and ledger activity. Use it to get immediate status updates on customers, vendors, and products—all from a simple conversation.
Your agent can list all sales orders and registered customers by running list_d365_sales_orders and list_d365_customers to pull detailed lists from your account. You can search for specific orders using search_sales_orders with either an order number or a customer keyword. Your agent can check the current on-hand quantities for released products across every warehouse when you call get_inventory_on_hand. You can review vendor records by running list_d365_vendors to get a list of every vendor account maintained in your D365 F&O setup. Your agent can list all ledger journals and their headers using list_ledger_journals so you can monitor posting statuses and financial metadata. You can view every product that's fully released and available in your catalog by using list_released_products. Your agent can get a high-level summary of recent sales activity and current inventory levels with quick_finance_health_audit.
You can also retrieve fundamental metadata about the current D365 environment when you run get_d365_fo_metadata. Finally, you can fetch complete, detailed information for any single, specified sales order using get_sales_order_details.
How D365 F&O MCP Works
- 1 Connect the D365 F&O integration to your AI client.
- 2 Authorize the connection using your Azure AD Client ID, Client Secret, Tenant ID, and environment URL.
- 3 Tell your agent what you need (e.g., 'What is the inventory for P001?'). The agent runs the necessary tools and gives you the answer.
The bottom line is, you talk to your agent, and it handles the complex, multi-step data retrieval from your ERP system.
Who Is D365 F&O MCP For?
Finance Managers, Supply Chain Leads, and Operations Analysts. You're the person who wakes up needing to reconcile a discrepancy between a sales order and the current inventory count, or who needs to quickly check a ledger status before a meeting. You hate clicking through five different internal dashboards just to get a single answer.
Monitors inventory levels across multiple warehouses and checks vendor activity status via chat.
Checks ledger statuses and daily sales order volumes on the go, without logging into the main ERP UI.
Researches specific order details, customer lists, and organizational ERP metadata instantly.
What Changes When You Connect
- Check inventory status instantly. Instead of navigating through the inventory module, you can use
get_inventory_on_handto find out how many units of a product you have across all warehouses. - Understand order status fast. Use
list_d365_sales_ordersto get a list of all order headers, and thensearch_sales_ordersto drill down to a specific order's details. - Manage financial oversight on the fly. Run
list_ledger_journalsto monitor posting statuses and financial metadata without needing to log into the finance portal. - View the entire customer base. Running
list_d365_customersprovides a complete list of every customer account, useful for sales outreach planning. - Audit system health with one tool.
quick_finance_health_auditcompiles high-level summaries of sales and stock levels, saving you the effort of running multiple reports. - Know your supply chain scope.
list_d365_vendorsgives you a full picture of who you work with, whilelist_released_productsdefines what you can actually sell.
Real-World Use Cases
Need to verify if a backordered product can ship.
The Supply Chain Lead needs to know the current stock of a specific SKU. Instead of pulling up the ERP and manually checking the warehouse report, they ask their agent. The agent runs get_inventory_on_hand and reports the exact quantity and location, solving the immediate fulfillment question.
A customer asks for a sales order status check.
The Operations Analyst gets a call from a customer. Instead of having to log in, navigate to the order, and find the status, they tell their agent the order number. The agent runs search_sales_orders and instantly reports the current status and next steps.
Quickly checking the financial books for an audit.
The Finance Manager needs to confirm the posting status of a batch of journals. They ask their agent to run list_ledger_journals. The agent pulls the list and highlights any journals that haven't been posted yet, keeping the audit moving without manual report generation.
Identifying high-risk, delayed fulfillment orders.
The Supply Chain Lead wants to flag orders that are old and might be stuck. They ask the agent to combine list_d365_sales_orders and get_inventory_on_hand. The agent lists the headers and then checks the corresponding inventory status, surfacing only the orders that are delayed or missing stock.
The Tradeoffs
Using a generic data dashboard
Logging into a centralized dashboard and manually filtering the view to find sales orders, then switching tabs to check inventory, then running a separate report for vendor payments. You end up comparing data points across three different screens, wasting time and risking data mismatch.
→
Use your agent to sequence the tools. First, run list_d365_sales_orders. Then, ask the agent to cross-reference the results with get_inventory_on_hand for the relevant products. This keeps the logic inside the chat, not in the UI.
Ignoring system metadata
Assuming the system behaves the same way across different environments, leading to errors when the department moves from a sandbox to a production environment. You waste time troubleshooting connection issues.
→
Always run get_d365_fo_metadata first. This verifies the current environment details, confirming you're talking to the right system before running critical tools like list_d365_sales_orders.
Querying data without specific parameters
Asking the agent simply, 'Show me the sales orders.' The agent returns thousands of records, and you have to manually sift through them to find the one you actually care about, defeating the purpose of the query.
→
Use the targeted tools. Instead of a general query, run search_sales_orders and provide the specific order number or customer keyword. This focuses the result immediately.
When It Fits, When It Doesn't
Use this server if your job requires cross-functional data linking across sales, inventory, and finance. You need to know if a sale happened, if the product exists, and if the money is accounted for—all in one conversation. Don't use this if your primary need is simply reading a single report (e.g., 'Just show me last month's total sales'). For single reports, stick to a dedicated BI tool. But if you need to act on the data—like checking inventory against an order status—this is what you need.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Dynamics 365 Finance & Operations. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Checking a single order status usually means logging into three different screens.
Today, checking if a sale is ready to ship means jumping through hoops. You pull up the order in the ERP, check the line items, then open the inventory tab to see stock levels. If the order is complex, you might have to check vendor status on a third tab. It's a copy/paste nightmare, and you lose time jumping between tabs.
With the D365 F&O MCP Server, you just ask your agent. You say, 'Check order SO-105.' The agent runs `get_sales_order_details` and instantly combines that data with `get_inventory_on_hand`, giving you the full status without opening a single browser tab.
D365 F&O MCP Server: Real-Time Financial and Inventory Data
Before, reconciling financial data meant running reports on the ledger and then manually cross-referencing those figures against the inventory count. If the report showed a dip in stock, you had to manually check the related sales orders to figure out why. It was slow, and prone to human error.
Now, your agent runs `list_ledger_journals` and `get_inventory_on_hand` together. It shows you the financial journal entry *and* the corresponding inventory change in one synthesized answer. The data speaks for itself.
Common Questions About D365 F&O MCP
How does the `get_inventory_on_hand` tool work? +
It retrieves the current on-hand quantity of released products across all warehouses. It doesn't require you to specify a warehouse ID; it aggregates the data for you.
Can I use `list_d365_sales_orders` to find a specific order? +
No. Use search_sales_orders instead. While list_d365_sales_orders gives you a list of all headers, search_sales_orders lets you filter by customer name or order number immediately.
Do I need to use `list_d365_vendors` for every query? +
No. You only run list_d365_vendors if you need to see the full list of vendors. If you just need to know the vendor name associated with a specific order, the agent handles that during the search.
Is `quick_finance_health_audit` the only way to check finances? +
No. While quick_finance_health_audit gives a high-level summary, use list_ledger_journals to get granular details, including posting statuses, when you need deep financial proof.
How do I authenticate to D365 F&O using the `get_d365_fo_metadata` tool? +
You authenticate using your Azure AD Client ID, Client Secret, and Tenant ID. Vinkius handles the secure connection to your D365 environment via the required credentials.
What happens if I use `search_sales_orders` with an invalid order number? +
The tool returns an explicit error message detailing the invalid input. Your AI client can then use that specific error to prompt the user for a correct order number.
Does the `get_inventory_on_hand` tool cover all warehouses? +
Yes, the tool retrieves real-time inventory counts across every warehouse configured in your D365 F&O system.
Is there a way to list all product codes using the `list_released_products` tool? +
Yes, the tool returns a complete list of all released products, including their unique product codes and current status within the catalog.
How do I get D365 F&O API credentials? +
You must register an application in the Azure Portal (App registrations), obtain a Client ID, Secret, and Tenant ID, and then register that Client ID in the Microsoft Dynamics 365 Finance instance under System administration > Microsoft Entra ID applications.
Can the agent post ledger journals? +
This integration currently focuses on listing and auditing records via the OData API. Posting journals or triggering complex business logic should be managed via the D365 F&O client or specific custom service endpoints.
Does the integration support multiple legal entities? +
Yes, the agent can retrieve data from any legal entity exposed via your environment URL and authorized for your Azure AD application user.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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