Microsoft Dynamics 365 MCP Server
Manage accounts, opportunities, orders, and business processes on Microsoft Dynamics 365 — the unified CRM & ERP platform.
Vinkius AI Gateway soporta streamable HTTP y SSE.
Funciona con todos los agentes de IA que ya usas
…y cualquier cliente compatible con MCP
Microsoft Dynamics 365 MCP Server: mira tu AI Agent en acción
Capacidades integradas (10)
count_records
Useful for dashboards without fetching full records. Count records in a Dynamics 365 entity set
create_record
Provide field values as JSON. For lookups, use the @odata.bind format. Create a new record in Dynamics 365
delete_record
This action is irreversible. Delete a Dynamics 365 record
get_record
Example: get_record("accounts", "00000000-0000-0000-0000-000000000001"). Get a specific Dynamics 365 record
list_accounts
Use filter to narrow results. List Dynamics 365 accounts
list_cases
List support cases (incidents)
list_contacts
List Dynamics 365 contacts
list_opportunities
Filter by stage, close date, or estimated value. List sales opportunities
query_dataverse
Common entity sets: accounts, contacts, opportunities, incidents (cases), leads, salesorders, invoices. Use OData filter syntax. Query any Dataverse entity set
update_record
Only specify the fields you want to change. Update an existing Dynamics 365 record
Lo que este conector desbloquea
Connect your Microsoft Dynamics 365 environment to any AI agent and manage your CRM and ERP operations through natural conversation.
What you can do
- Account Management — Create, read, and update account records including contacts, addresses, and relationship hierarchies
- Opportunity Pipeline — Query open opportunities by stage, probability, and close date; update deal values and ownership
- Sales Orders — Create and manage sales orders, quotes, and invoices across your sales organization
- Case Management — Create support cases, track resolution progress, and manage SLA compliance
- Financial Operations — Query journal entries, G/L accounts, and financial dimensions (Business Central)
- Custom Entities — Access any Dataverse entity through the Web API, including custom tables and relationships
- Business Process Flows — Check active stages in business process flows and advance records through pipeline stages
How it works
1. Subscribe to this server
2. Enter your Azure AD app credentials (Client ID, Client Secret, Tenant ID) and Dynamics 365 environment URL
3. Start managing CRM/ERP operations through Claude, Cursor, or any MCP-compatible client
The entire Microsoft ecosystem — from Teams to Power BI to LinkedIn Sales Navigator — feeds into Dynamics 365. Now your AI agent is part of that ecosystem.
Who is this for?
- Sales Representatives — update opportunities, create quotes, and check pipeline status through chat
- Customer Service Agents — create and resolve cases without navigating the Dynamics UI
- Finance Teams — query financial data and journal entries across Business Central directly
- CRM Administrators — audit entity configurations and manage data integrity through conversation
Preguntas frecuentes
Dale a tus agentes de IA el poder de Microsoft Dynamics 365
Accede a Microsoft Dynamics 365 y a más de 2.000 servidores MCP — listos para que tus agentes los usen, ahora mismo. Sin código pegamento. Sin integraciones personalizadas. Solo conecta el Vinkius AI Gateway y deja que tus agentes trabajen.
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