Dynamics 365 Finance & Operations MCP Server
Equip your AI agent to manage enterprise resources, track sales orders, and monitor financial journals via the D365 F&O API.
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Dynamics 365 Finance & Operations MCP Server : voyez votre AI Agent en action
Capacités intégrées (10)
get_d365_fo_metadata
Retrieve metadata for the current authenticated environment
get_inventory_on_hand
Retrieve real-time inventory on-hand quantities across all warehouses
get_sales_order_details
Get detailed information for a specific sales order
list_d365_customers
List all customers registered in your enterprise account
list_d365_sales_orders
List all sales order headers in your D365 F&O environment
list_d365_vendors
List all vendors in your Dynamics 365 Finance & Operations account
list_ledger_journals
List ledger journals and their headers
list_released_products
List all released products in your enterprise catalog
quick_finance_health_audit
Retrieve a high-level summary of recent orders and inventory (mock logic)
search_sales_orders
Search for sales orders using an order number or customer keyword
Ce que ce connecteur débloque
Integrate Microsoft Dynamics 365 Finance & Operations, the comprehensive ERP platform, directly into your AI workflow. Manage your enterprise supply chain, track sales orders and customers, monitor financial journals and ledger activity, and oversee real-time inventory on-hand using natural language.
What you can do
- ERP Oversight — List and retrieve detailed information and status for all your sales orders, vendors, and customers.
- Financial Intelligence — Monitor ledger journals, posting statuses, and organizational financial metadata across your legal entities.
- Inventory Management — Access real-time inventory on-hand quantities across all warehouses and released products.
- Enterprise Auditing — Retrieve high-level summaries of sales activity, stock levels, and organizational environment metadata instantly.
How it works
1. Connect the D365 F&O integration to your AI assistant.
2. Authorize using your Azure AD Client ID, Client Secret, Tenant ID, and environment URL.
3. Orchestrate your enterprise resource planning and financial analysis through intuitive conversation.
Who is this for?
- Finance Managers — Quickly check ledger statuses and daily sales order volumes on the go.
- Supply Chain Leads — Monitor inventory levels and vendor activity across multiple warehouses via chat.
- Operations Teams — Research specific order details and organizational ERP metadata instantly.
Questions fréquemment posées
Donnez à vos agents IA la puissance de Dynamics 365 Finance & Operations
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