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.

Dynamics 365 Finance & Operations MCP Server for AutoGen 10 tools — connect in under 2 minutes

Name: Dynamics 365 Finance & Operations
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 10 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Dynamics 365 Finance & Operations as an MCP tool provider through the Vinkius and every agent in the group can access live data and take action.

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python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="dynamics_365_finance_operations_agent",
            tools=tools,
            system_message=(
                "You help users with Dynamics 365 Finance & Operations. "
                "10 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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About Dynamics 365 Finance & Operations MCP Server

Integrate Microsoft Dynamics 365 Finance & Operations, the comprehensive ERP platform, directly into your AI workflow. Manage your enterprise supply chain, track sales orders and customers, monitor financial journals and ledger activity, and oversee real-time inventory on-hand using natural language.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Dynamics 365 Finance & Operations tools. Connect 10 tools through the Vinkius and assign role-based access — a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

ERP Oversight — List and retrieve detailed information and status for all your sales orders, vendors, and customers.
Financial Intelligence — Monitor ledger journals, posting statuses, and organizational financial metadata across your legal entities.
Inventory Management — Access real-time inventory on-hand quantities across all warehouses and released products.
Enterprise Auditing — Retrieve high-level summaries of sales activity, stock levels, and organizational environment metadata instantly.

The Dynamics 365 Finance & Operations MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Dynamics 365 Finance & Operations to AutoGen via MCP

Follow these steps to integrate the Dynamics 365 Finance & Operations MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 10 tools from Dynamics 365 Finance & Operations automatically

Why Use AutoGen with the Dynamics 365 Finance & Operations MCP Server

AutoGen provides unique advantages when paired with Dynamics 365 Finance & Operations through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Dynamics 365 Finance & Operations tools to solve complex tasks

Role-based architecture lets you assign Dynamics 365 Finance & Operations tool access to specific agents — a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Dynamics 365 Finance & Operations tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Dynamics 365 Finance & Operations tool responses in an isolated environment

Dynamics 365 Finance & Operations + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Dynamics 365 Finance & Operations MCP Server delivers measurable value.

Collaborative analysis: one agent queries Dynamics 365 Finance & Operations while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Dynamics 365 Finance & Operations, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Dynamics 365 Finance & Operations data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Dynamics 365 Finance & Operations responses in a sandboxed execution environment

Dynamics 365 Finance & Operations MCP Tools for AutoGen (10)

These 10 tools become available when you connect Dynamics 365 Finance & Operations to AutoGen via MCP:

get_d365_fo_metadata

Retrieve metadata for the current authenticated environment

get_inventory_on_hand

Retrieve real-time inventory on-hand quantities across all warehouses

get_sales_order_details

Get detailed information for a specific sales order

list_d365_customers

List all customers registered in your enterprise account

list_d365_sales_orders

List all sales order headers in your D365 F&O environment

list_d365_vendors

List all vendors in your Dynamics 365 Finance & Operations account

list_ledger_journals

List ledger journals and their headers

list_released_products

List all released products in your enterprise catalog

quick_finance_health_audit

Retrieve a high-level summary of recent orders and inventory (mock logic)

search_sales_orders

Search for sales orders using an order number or customer keyword

Example Prompts for Dynamics 365 Finance & Operations in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Dynamics 365 Finance & Operations immediately.

"List all sales orders for customer 'C0001'."

"Show me the current inventory on-hand for product 'P001'."

"Search for sales orders with 'Pending' status."

Troubleshooting Dynamics 365 Finance & Operations MCP Server with AutoGen

Common issues when connecting Dynamics 365 Finance & Operations to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Dynamics 365 Finance & Operations + AutoGen FAQ

Common questions about integrating Dynamics 365 Finance & Operations MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Dynamics 365 Finance & Operations tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.