Bring Financial Journals
to VS Code Copilot
Create your Vinkius account to connect Dynamics 365 Finance & Operations to VS Code Copilot 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 VS Code Copilot?
GitHub Copilot Agent mode brings Dynamics 365 Finance & Operations data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 10 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
- —
VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Dynamics 365 Finance & Operations in VS Code Copilot
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 VS Code Copilot 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 VS Code Copilot
Every request between VS Code Copilot 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.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.
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