Microsoft Dynamics 365 MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Microsoft Dynamics 365 through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Microsoft Dynamics 365 and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"microsoft-dynamics-365": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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 Microsoft Dynamics 365 MCP Server
Connect your Microsoft Dynamics 365 environment to any AI agent and manage your CRM and ERP operations through natural conversation.
Windsurf's Cascade agent chains multiple Microsoft Dynamics 365 tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Account Management — Create, read, and update account records including contacts, addresses, and relationship hierarchies
- Opportunity Pipeline — Query open opportunities by stage, probability, and close date; update deal values and ownership
- Sales Orders — Create and manage sales orders, quotes, and invoices across your sales organization
- Case Management — Create support cases, track resolution progress, and manage SLA compliance
- Financial Operations — Query journal entries, G/L accounts, and financial dimensions (Business Central)
- Custom Entities — Access any Dataverse entity through the Web API, including custom tables and relationships
- Business Process Flows — Check active stages in business process flows and advance records through pipeline stages
The Microsoft Dynamics 365 MCP Server exposes 10 tools through the Vinkius. Connect it to Windsurf 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 Microsoft Dynamics 365 to Windsurf via MCP
Follow these steps to integrate the Microsoft Dynamics 365 MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Microsoft Dynamics 365
Open Cascade and ask: "Using Microsoft Dynamics 365, help me..." — 10 tools available
Why Use Windsurf with the Microsoft Dynamics 365 MCP Server
Windsurf provides unique advantages when paired with Microsoft Dynamics 365 through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Microsoft Dynamics 365 + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Microsoft Dynamics 365 MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Microsoft Dynamics 365 and generate models, types, or handlers based on real API responses
Live debugging: query Microsoft Dynamics 365 tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Microsoft Dynamics 365 and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Microsoft Dynamics 365 data with Cascade's code generation to scaffold entire features in minutes
Microsoft Dynamics 365 MCP Tools for Windsurf (10)
These 10 tools become available when you connect Microsoft Dynamics 365 to Windsurf via MCP:
count_records
Useful for dashboards without fetching full records. Count records in a Dynamics 365 entity set
create_record
Provide field values as JSON. For lookups, use the @odata.bind format. Create a new record in Dynamics 365
delete_record
This action is irreversible. Delete a Dynamics 365 record
get_record
Example: get_record("accounts", "00000000-0000-0000-0000-000000000001"). Get a specific Dynamics 365 record
list_accounts
Use filter to narrow results. List Dynamics 365 accounts
list_cases
List support cases (incidents)
list_contacts
List Dynamics 365 contacts
list_opportunities
Filter by stage, close date, or estimated value. List sales opportunities
query_dataverse
Common entity sets: accounts, contacts, opportunities, incidents (cases), leads, salesorders, invoices. Use OData filter syntax. Query any Dataverse entity set
update_record
Only specify the fields you want to change. Update an existing Dynamics 365 record
Example Prompts for Microsoft Dynamics 365 in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Microsoft Dynamics 365 immediately.
"Show me all opportunities closing this month with value above $100K."
"Create a new support case for account 'Contoso Ltd' about a billing discrepancy."
"What's the total revenue from the EMEA region this quarter?"
Troubleshooting Microsoft Dynamics 365 MCP Server with Windsurf
Common issues when connecting Microsoft Dynamics 365 to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Microsoft Dynamics 365 + Windsurf FAQ
Common questions about integrating Microsoft Dynamics 365 MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Microsoft Dynamics 365 with your favorite client
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Connect Microsoft Dynamics 365 to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.