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 Cursor 10 tools — connect in under 2 minutes

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

docs.cursor.com/context/model-context-protocol

Built by Vinkius GDPR 10 Tools IDE

Cursor is an AI-first code editor built on VS Code that integrates LLM-powered coding assistance directly into the development workflow. Its Agent mode enables autonomous multi-step coding tasks, and MCP support lets agents access external data sources and APIs during code generation.

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Classic Setup·json

{
  "mcpServers": {
    "dynamics-365-finance-operations": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

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.

Cursor's Agent mode turns Dynamics 365 Finance & Operations into an in-editor superpower. Ask Cursor to generate code using live data from Dynamics 365 Finance & Operations and it fetches, processes, and writes — all in a single agentic loop. 10 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.

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 Cursor 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 Cursor via MCP

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

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"

Add the server config

Paste the JSON configuration above into the mcp.json file that opens

Save the file

Cursor will automatically detect the new MCP server

Start using Dynamics 365 Finance & Operations

Open Agent mode in chat and ask: "Using Dynamics 365 Finance & Operations, help me..." — 10 tools available

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

Cursor AI Code Editor provides unique advantages when paired with Dynamics 365 Finance & Operations through the Model Context Protocol.

Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context

Cursor's Composer feature can generate entire files using real-time data fetched through MCP — no copy-pasting from external dashboards

MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment

VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools

Dynamics 365 Finance & Operations + Cursor Use Cases

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

Code generation with live data: ask Cursor to generate a security report module using live DNS and subdomain data fetched through MCP

Automated documentation: have Cursor query your API's tool schemas and generate TypeScript interfaces or OpenAPI specs automatically

Infrastructure-as-code: Cursor can fetch domain configurations and generate corresponding Terraform or CloudFormation templates

Test scaffolding: ask Cursor to pull real API responses via MCP and generate unit test fixtures from actual data

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

These 10 tools become available when you connect Dynamics 365 Finance & Operations to Cursor 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 Cursor

Ready-to-use prompts you can give your Cursor 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 Cursor

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

Tools not appearing in Cursor

Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.

Server shows as disconnected

Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.

Dynamics 365 Finance & Operations + Cursor FAQ

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

What is Agent mode and why does it matter for MCP?

Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.

Where does Cursor store MCP configuration?

Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.

Can Cursor use MCP tools in inline edits?

No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design — tool calls require user visibility and approval.

How do I verify MCP tools are loaded?

Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.