Bring Financial Journals
to LlamaIndex
Create your Vinkius account to connect Dynamics 365 Finance & Operations to LlamaIndex and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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.
How it works
- Connect the D365 F&O integration to your AI assistant.
- Authorize using your Azure AD Client ID, Client Secret, Tenant ID, and environment URL.
- Orchestrate your enterprise resource planning and financial analysis through intuitive conversation.
Who is this for?
- Finance Managers — Quickly check ledger statuses and daily sales order volumes on the go.
- Supply Chain Leads — Monitor inventory levels and vendor activity across multiple warehouses via chat.
- Operations Teams — Research specific order details and organizational ERP metadata instantly.
Built-in capabilities (10)
Retrieve metadata for the current authenticated environment
Retrieve real-time inventory on-hand quantities across all warehouses
Get detailed information for a specific sales order
List all customers registered in your enterprise account
List all sales order headers in your D365 F&O environment
List all vendors in your Dynamics 365 Finance & Operations account
List ledger journals and their headers
List all released products in your enterprise catalog
Retrieve a high-level summary of recent orders and inventory (mock logic)
Search for sales orders using an order number or customer keyword
Why LlamaIndex?
LlamaIndex agents combine Dynamics 365 Finance & Operations tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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Data-first architecture: LlamaIndex agents combine Dynamics 365 Finance & Operations tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Dynamics 365 Finance & Operations tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Dynamics 365 Finance & Operations, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Dynamics 365 Finance & Operations tools were called, what data was returned, and how it influenced the final answer
Dynamics 365 Finance & Operations in LlamaIndex
Why run Dynamics 365 Finance & Operations with Vinkius?
The Dynamics 365 Finance & Operations connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Dynamics 365 Finance & Operations using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Dynamics 365 Finance & Operations and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Dynamics 365 Finance & Operations to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Dynamics 365 Finance & Operations for LlamaIndex
Every request between LlamaIndex and Dynamics 365 Finance & Operations is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Dynamics 365 Finance & Operations tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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