• LIVE DATA
  • PRODUCT LISTS
  • LOCATION DATA
  • HUMAN ACTION

How to check real time inventory levels with your AI

Connect Dynamics 365 Finance & Operations once. After that, you can pull stock numbers and product lists using natural language.

Ask AI about this page

Short answer

How can I check real time inventory with my AI?

Your AI pulls live stock quantities and product details directly from Dynamics 365 Finance & Operations. You get immediate visibility into what is on hand across your warehouses. This breakdown shows how the data flows from your system to your chat interface.

The outcomes

What you get from your queries

Every request triggers a specific lookup in your ERP data.

LIVE DATA

Current stock counts

The AI pulls exact quantities for specific items. You see what is actually sitting in your warehouse right now.

PRODUCT LISTS

Released product details

Get a list of all products released for sale. This helps you verify which items are active in your system.

LOCATION DATA

Warehouse visibility

Check availability across different sites. You can see how much stock is held in specific locations.

HUMAN ACTION

Inventory adjustments

The AI only reads data. If you need to move stock or change quantities, you still need to log in to Dynamics 365 to make those changes.

The workflow

What your AI does when you ask for stock.

The AI translates your question into specific data requests.

  1. Identify the product

    The AI first finds the correct product records in your system to ensure it is looking at the right item.

    list_released_products

  2. Fetch quantities

    Once the item is identified, the AI pulls the current on-hand amounts from your warehouse records.

    get_inventory_on_hand

  3. Aggregate results

    The AI gathers the numbers from various locations into a single, readable response.

    get_inventory_on_hand

  4. Deliver answer

    The final stock levels are presented in your chat window as a plain text summary.

    get_inventory_on_hand

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

Replace the item names or warehouse IDs with your actual Dynamics 365 data.

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"
    }
  }
}
Copy into chat04

  • How many units of the 'Blue Widget' do we have on hand?

  • List all released products in my system.

  • What is the current inventory level for product ID 100234?

  • Show me the stock levels for all items in the main warehouse.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Dynamics 365 Finance & Operations once, then ask.

Follow the single link to authorize the connection. Your credentials stay encrypted and secure, and you can start chatting immediately.

Connect Dynamics 365 Finance & Operations to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my inventory levels?

    No. The AI can only read data using the available tools. It cannot create, edit, or delete any records in Dynamics 365.

  • 02

    Does this work with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

  • 03

    Can I use this to create new products?

    No. The current tools only allow you to list existing products and check on-hand quantities.

  • 04

    Is my data safe?

    Yes. Vinkius manages the connection and keeps your login credentials encrypted.

  • 05

    Can the AI see my purchase orders?

    No. The AI only has access to the specific tools provided, which are limited to product lists and inventory levels.

  • More questions about Dynamics 365 Finance & Operations? The Connector page answers them. See everything the Dynamics 365 Finance & Operations Connector can do

Connect Dynamics 365 Finance & Operations to Claude, Cursor, ChatGPT & more