Integrate Microsoft Dynamics 365 with Claude, Cursor, Chatbots & AI Agents MCP Server

Manage accounts, opportunities, orders, and business processes on Microsoft Dynamics 365 — the unified CRM & ERP platform.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

count

Count records on Microsoft Dynamics 365

Useful for dashboards without fetching full records. Count records in a Dynamics 365 entity set

create

Create record on Microsoft Dynamics 365

Provide field values as JSON. For lookups, use the @odata.bind format. Create a new record in Dynamics 365

delete

Delete record on Microsoft Dynamics 365

This action is irreversible. Delete a Dynamics 365 record

get

Get record on Microsoft Dynamics 365

Example: get_record("accounts", "00000000-0000-0000-0000-000000000001"). Get a specific Dynamics 365 record

list

List accounts on Microsoft Dynamics 365

Use filter to narrow results. List Dynamics 365 accounts

list

List cases on Microsoft Dynamics 365

List support cases (incidents)

list

List contacts on Microsoft Dynamics 365

List Dynamics 365 contacts

list

List opportunities on Microsoft Dynamics 365

Filter by stage, close date, or estimated value. List sales opportunities

query

Query dataverse on Microsoft Dynamics 365

Common entity sets: accounts, contacts, opportunities, incidents (cases), leads, salesorders, invoices. Use OData filter syntax. Query any Dataverse entity set

update

Update record on Microsoft Dynamics 365

Only specify the fields you want to change. Update an existing Dynamics 365 record

Security & Code Integrity Audit

Every tool in the Microsoft Dynamics 365 MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Can I audit what my AI agents are doing with this integration?

Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.

How does the AI access my passwords and credentials?

It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.

Does it work with both Dynamics 365 Sales and Business Central?

Yes. The MCP server supports the Dataverse Web API (for Sales, Service, Marketing) and the Business Central API (for financials, inventory, purchasing). Just point to the correct environment URL.

Does the AI train on my tools or API data?

No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.

What can AI Agents do with Microsoft Dynamics 365?

We map standard API endpoints to agent-compatible instructions. Connect Microsoft Dynamics 365 to execute these core functional operations.

Secure account management Access for Agents

The Microsoft Dynamics 365 toolkit provides structured tools for account management. It enables conversational interfaces like Claude Code to query and modify data within your industry titans infrastructure.

ChatGPT opportunity pipeline Automation

Use Microsoft Dynamics 365 to manage opportunity pipeline via conversational interfaces. The integration centralizes access control for industry titans operations performed by ChatGPT.