
Connect Dynamics 365 Finance & Operations to your AI
Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your enterprise resource planning through a single chat interface.
Developed, maintained, and hosted by Vinkius.
MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED
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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.
Your AI does the work. We keep it safe and sound.
No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.
Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

Each Connector runs inside its own sealed environment.
Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.
One switch stops every agent. Instantly.
One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.
Spending limits that pause instead of surprise.
Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.
Three controls, built into the layer your AI connects through.
Curated set · 10 capabilities
We ship only the actions that matter.
01-04
4 capabilities in this set.
Part of 10 available through Dynamics 365 Finance & Operations.
- 01
Get inventory on hand
This capability pulls real-time inventory counts from all your warehouses.
- 02
List d365 customers
Use this to get a full list of customers registered in your enterprise account.
- 03
List d365 sales orders
This capability retrieves all sales order headers from your D365 F&O environment.
- 04
List ledger journals
This capability lists your ledger journals and their associated headers.
05-07
3 capabilities in this set.
Part of 10 available through Dynamics 365 Finance & Operations.
- 05
List released products
Get a complete list of all released products in your enterprise catalog.
- 06
Quick finance health audit
This capability provides a high-level summary of recent orders and inventory levels.
- 07
List d365 vendors
This capability returns a list of all vendors in your Dynamics 365 account.
08-10
3 capabilities in this set.
Part of 10 available through Dynamics 365 Finance & Operations.
- 08
Get sales order details
Use this to pull specific, detailed information for a single sales order.
- 09
Get d365 fo metadata
This capability retrieves metadata for your currently authenticated environment.
- 10
Search sales orders
This capability lets you find sales orders using an order number or a customer keyword.
Real work
What teams actually run
Instant Stock Checks
A warehouse manager asks the agent for the current quantity of a specific product across all locations.
Order Status Updates
A customer service rep searches for a specific sales order to find its current status.
Financial Monitoring
A finance lead reviews ledger journals to check posting statuses.
Vendor Audits
An operations lead pulls a list of all vendors to verify account details.
Automate a task
Put Dynamics 365 Finance & Operations to work on one thing.
Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.
One connector, every AI
Dynamics 365 Finance & Operations works with the most popular AI clients.
These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.
Claude
ChatGPT
Gemini
Perplexity
Grok
Microsoft Copilot
Cursor
VS Code
Windsurf
JetBrains
Cline
LangChain
Vercel AI SDK
Lovable
Z.ai
Raycast
Qwen Code
Kimi Code
Le ChatBuilding your own app? The connector is yours to use.
You don't need a client to put Dynamics 365 Finance & Operations to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.
Observed, not estimated
903ms average. Fast in production.
Dynamics 365 Finance & Operations is checked daily against the live service.
- Fastest day
- 751ms
- Slowest day
- 1117ms
- 14-day trend
- Slowing+16%
Connect your client
One URL. Every client.
Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.
Preview access · not provider authentication
The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Dynamics 365 Finance & Operations, so you can see the experience inside your AI.
It does not authenticate your account with Dynamics 365 Finance & Operations. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.
Dynamics 365 Finance & Operations Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_UMQO7tGIcc3GFOalmQvYh6RazbMjd79d0NQYwjVr/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Dynamics 365 Finance & Operations capabilities are ready to use.
{
"mcpServers": {
"dynamics-365-finance-operations-mcp": {
"url": "https://edge.vinkius.com/vk_preview_UMQO7tGIcc3GFOalmQvYh6RazbMjd79d0NQYwjVr/mcp"
}
}
}
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Step-by-step instructions for each client are in the guide. How to connect
Guided setup for Claude? Set up Dynamics 365 Finance & Operations in Claude and other AIs
Who it's for
Built for the work Dynamics 365 Finance & Operations owners hand off.
This MCP is built for professionals managing large-scale enterprise resources through Microsoft Dynamics.
- 01
Finance Managers
They use the agent to check ledger statuses and daily sales volumes.
- 02
Supply Chain Leads
They monitor inventory levels and vendor activity across multiple warehouses.
- 03
Operations Teams
They research specific order details and ERP metadata instantly.
FAQ
Questions Dynamics 365 Finance & Operations owners ask.
- 01
How do I connect this MCP to my AI client?
You connect through the Vinkius platform. Once you provide your Azure AD credentials and environment URL, you can use the MCP in any compatible client like Claude, Cursor, or Windsurf.
- 02
What credentials do I need for Dynamics 365?
You will need your Azure AD Client ID, Client Secret, Tenant ID, and your specific D365 F&O environment URL.
- 03
Can my agent see real-time inventory?
Yes. The get_inventory_on_hand capability allows your agent to retrieve real-time quantities across all your warehouses.
- 04
Is my data secure?
Vinkius manages the connection and credentials, ensuring your agent interacts with your D365 environment through authorized API calls.
- 05
Which AI clients can use this MCP?
This MCP works with any compatible client, including Claude, Cursor, Windsurf, and VS Code.
- 06
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.
- 07
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.
- 08
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.
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Connect Dynamics 365 Finance & Operations to Claude, Cursor, ChatGPT & more
