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Use Dynamics 365 Finance & Operations with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Equip your AI agent to manage enterprise resources, track sales orders, and monitor financial journals via the D365 F&O API.

Included with plan

Ask AI about this Connector

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.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 10 capabilities

The complete Dynamics 365 Finance & Operations capability set.

These are the exact actions your AI can choose when you ask it to work with Dynamics 365 Finance & Operations.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Dynamics 365 Finance & Operations.

  1. 01

    Get inventory on hand

    Retrieve real-time inventory on-hand quantities across all warehouses

  2. 02

    List d365 customers

    List all customers registered in your enterprise account

  3. 03

    List d365 sales orders

    List all sales order headers in your D365 F&O environment

  4. 04

    List ledger journals

    List ledger journals and their headers

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Dynamics 365 Finance & Operations.

  1. 05

    List released products

    List all released products in your enterprise catalog

  2. 06

    Quick finance health audit

    Retrieve a high-level summary of recent orders and inventory (mock logic)

  3. 07

    List d365 vendors

    List all vendors in your Dynamics 365 Finance & Operations account

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Dynamics 365 Finance & Operations.

  1. 08

    Get sales order details

    Get detailed information for a specific sales order

  2. 09

    Get d365 fo metadata

    Retrieve metadata for the current authenticated environment

  3. 10

    Search sales orders

    Search for sales orders using an order number or customer keyword

Observed, not estimated

849ms average. Fast in production.

Dynamics 365 Finance & Operations is checked daily against the live service.

Daily averagePeak 1020ms
Aug 20Today
Fastest day
676ms
Slowest day
1020ms
14-day trend
Slowing+17%

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.

Connector linkhttps://edge.vinkius.com/vk_preview_UMQO7tGIcc3GFOalmQvYh6RazbMjd79d0NQYwjVr/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Dynamics 365 Finance & Operations capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "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

FAQ

Questions Dynamics 365 Finance & Operations owners ask.

  • 01

    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.

  • 02

    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.

  • 03

    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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