• REVENUE
  • JOURNALS
  • COUNTS
  • HUMAN

How to query financial data with your AI

Connect Microsoft Dynamics 365 to your AI client once. After that, you can pull ledger details using plain English.

Ask AI about this page

Short answer

How can I pull revenue and journal entries with AI?

Your AI uses the Microsoft Dynamics 365 MCP to fetch specific records from Business Central. You can ask for revenue totals or list recent journal entries to get the numbers you need. This setup gives you direct access to your financial data through chat.

Financial data outcomes

What you can pull from the ledger.

The AI handles the data retrieval so you don't have to run manual reports.

REVENUE

Revenue totals

The AI finds specific revenue amounts in your records. You get the exact figures for the time periods you specify.

JOURNALS

Journal entries

Your agent pulls lists of journal entries from Business Central. This makes reviewing recent transactions easy.

COUNTS

Record tallies

The AI counts specific sets of records for you. You can quickly check how many entries exist for a certain category.

HUMAN

Manual oversight

The AI only reads and counts data. You remain responsible for all manual entries and ledger adjustments.

The workflow

What your AI does when the request arrives.

The AI translates your natural language into specific data lookups.

  1. Analyze the question

    Your agent determines which financial fields or record types you are asking about.

    query_dataverse

  2. Fetch the data

    The AI searches Business Central to find the specific revenue or journal records you requested.

    query_dataverse

  3. Count the records

    If you ask for a total number of items, the AI tallies the results.

    count_records

  4. Present the results

    The AI provides the requested totals or lists directly in your chat window.

    query_dataverse

Try it

Copy these to start.

Use these prompts to test your connection to Business Central.

Starting points

Replace the bracketed text with your specific account names or dates.

Microsoft Dynamics 365 Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_2D5pZptUti1NAJZPEQkgQp0Hd1cAV4nej1yQGusB/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 — Microsoft Dynamics 365 capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "microsoft-dynamics-365-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2D5pZptUti1NAJZPEQkgQp0Hd1cAV4nej1yQGusB/mcp"
    }
  }
}
Copy into chat04

  • What was the total revenue for [Product A] in [January]?

  • Show me the last five journal entries for [Account 1001].

  • How many [Vendor] records are in the system?

  • List the revenue totals for [Region Name] this quarter.

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

Start here

Connect Microsoft Dynamics 365 once, then ask.

One link connects your account. Your login stays encrypted on our side, and you can start querying data immediately.

Connect Microsoft Dynamics 365 to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit my journal entries?

    No. The AI can only read and count data. It has no ability to change or delete any records.

  • 02

    Can I use the AI to create new revenue records?

    No. The tools are limited to querying and counting existing data.

  • 03

    Does the AI have access to my entire Business Central instance?

    The AI only sees the data your specific Microsoft account permissions allow it to access.

  • 04

    How does the AI get the revenue totals?

    It uses the query tool to pull specific values from your financial records.

  • 05

    Can the AI delete old transactions?

    No. The AI cannot perform any delete or write operations.

  • More questions about Microsoft Dynamics 365? See everything the Microsoft Dynamics 365 Connector can do

Connect Microsoft Dynamics 365 to Claude, Cursor, ChatGPT & more