Dynamics 365 Finance & Operations Connector for AI agents.
10 live capabilities
Manage enterprise inventory and financial journals with natural language.
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Why people use Dynamics 365 Finance & Operations
Dynamics 365 Finance & Operations ERP Data Management
This Connector lets you just ask. You can pull up a sales order or check warehouse levels in one sentence. You get a direct line to your data without the menu navigation.
What Vinkius changes
You get a natural language interface for your entire ERP system.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Low stock alert
A warehouse manager asks the agent to check stock for a high-demand item using get_inventory_on_hand and finds they need to reorder.
- Real-world use case 02
Quick customer check
A sales rep needs to find a specific order for Tech Corp and uses search_sales_orders to pull it up instantly.
- Real-world use case 03
Financial audit
A finance lead asks for a summary of recent journals and uses list_ledger_journals to review the latest activity.
Complete set · 10capabilities
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.
01—04
4 capabilities in this set.
Part of 10 available through Dynamics 365 Finance & Operations.
- 01 Capability
Get inventory on hand
See exactly how many units of a product are in your warehouses right now. This is vital for real-time stock tracking.
- 02 Capability
List d365 customers
See all customers registered in your enterprise account. This lets you quickly browse your client base.
- 03 Capability
List d365 sales orders
Get a list of all sales order headers in your D365 F&O setup. It provides a quick overview of your active orders.
- 04 Capability
List ledger journals
See all ledger journals and their headers in your environment. This helps you monitor financial activity quickly.
05—07
3 capabilities in this set.
Part of 10 available through Dynamics 365 Finance & Operations.
- 05 Capability
List released products
Browse every product listed in your enterprise catalog. Use this to see what items are available for sale.
- 06 Capability
Quick finance health audit
Get a high-level summary of your recent orders and stock levels. Use this for a fast pulse check on your operations.
- 07 Capability
List d365 vendors
View a list of all vendors registered in your account. This makes it easy to manage your supplier relationships.
08—10
3 capabilities in this set.
Part of 10 available through Dynamics 365 Finance & Operations.
- 08 Capability
Get sales order details
Pull up specific details for any single sales order. Use this to dive deep into a specific customer's purchase.
- 09 Capability
Get d365 fo metadata
View the metadata for your currently authenticated environment. This provides context on your current ERP setup.
- 10 Capability
Search sales orders
Find sales orders using a specific order number or customer keyword. This is the fastest way to locate a specific transaction.
Set up in minutes
One URL. Then ask Dynamics 365 Finance & Operations to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Dynamics 365 Finance & Operations from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_UMQO7tGIcc3GFOalmQvYh6RazbMjd79d0NQYwjVr/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Dynamics 365 Finance & Operations, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Dynamics 365 Finance & Operations for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_UMQO7tGIcc3GFOalmQvYh6RazbMjd79d0NQYwjVr/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Dynamics 365 Finance & Operations URL.
- Step 03
Save and start
Save the connection and enable Dynamics 365 Finance & Operations in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"dynamics-365-finance-operations": {
"url": "https://edge.vinkius.com/vk_preview_UMQO7tGIcc3GFOalmQvYh6RazbMjd79d0NQYwjVr/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Dynamics 365 Finance & Operations
Open Agent mode in chat and ask: "Using Dynamics 365 Finance & Operations, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"dynamics-365-finance-operations": {
"url": "https://edge.vinkius.com/vk_preview_UMQO7tGIcc3GFOalmQvYh6RazbMjd79d0NQYwjVr/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Dynamics 365 Finance & Operations
Ask Copilot: "Using Dynamics 365 Finance & Operations, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"dynamics-365-finance-operations": {
"url": "https://edge.vinkius.com/vk_preview_UMQO7tGIcc3GFOalmQvYh6RazbMjd79d0NQYwjVr/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Dynamics 365 Finance & Operations
Open Cascade and ask: "Using Dynamics 365 Finance & Operations, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"dynamics-365-finance-operations": {
"url": "https://edge.vinkius.com/vk_preview_UMQO7tGIcc3GFOalmQvYh6RazbMjd79d0NQYwjVr/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Dynamics 365 Finance & Operations
Ask Cline: "Using Dynamics 365 Finance & Operations, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add dynamics-365-finance-operations --transport http "https://edge.vinkius.com/vk_preview_UMQO7tGIcc3GFOalmQvYh6RazbMjd79d0NQYwjVr/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Dynamics 365 Finance & Operations
Ask Claude: "Using Dynamics 365 Finance & Operations, show me...". 10 tools are ready
Where the request belongs
Work Dynamics 365 Finance & Operations can move forward.
This is for the finance and supply chain pros who are tired of digging through complex ERP menus to find simple answers. It's for the person who needs to know "where is my stuff" or "how's our cash flow" without opening a spreadsheet.
Finance Manager
Checking ledger statuses and sales volumes on a Tuesday morning.
Supply Chain Lead
Monitoring vendor activity and warehouse stock across multiple regions.
Operations Coordinator
Looking up specific order details or environment metadata quickly.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Sage Accounting
Automate business finances via Sage Accounting. manage invoices, banking, and contacts directly from any AI agent.
SAP Concur
Enable your AI agent to manage corporate expenses, track report statuses, and retrieve user profiles via the SAP Concur API.
Diese
Equip your AI agent to manage ERP projects, track invoices, and monitor resource planning via the Diese API.
Uniconta
Automate ERP workflows via Uniconta. retrieve debtors, query invoices, manage GL accounts, and list inventory directly from any AI agent.
Bring your own AI
Change the model, client or framework. Keep Dynamics 365 Finance & Operations connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Dynamics 365 Finance & Operations.
The practical details behind the request, access and result.
Can I use the Dynamics 365 Finance & Operations MCP to check my warehouse stock?
Yes, it gives you real-time quantities across all your warehouses instantly.
Does the Dynamics 365 Finance & Operations MCP work with my sales orders?
It lets you list, search, and view specific details for all your sales orders.
Can I see my vendor list using the Dynamics 365 Finance & Operations MCP?
Yes, you can pull up a full list of all vendors registered in your account.
Is the Dynamics 365 Finance & Operations MCP good for financial journals?
It allows you to list ledger journals and headers to monitor your financial activity.
Can I find specific customers with the Dynamics 365 Finance & Operations MCP?
You can list all customers registered in your enterprise account instantly.
How do I get a summary of my recent orders with the Dynamics 365 Finance & Operations MCP?
You can use the health audit capability to get a high-level summary of recent orders and inventory.
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.
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.
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.
One connection away
Give your agent a direct line to Dynamics 365 Finance & Operations.
Connect Dynamics 365 Finance & Operations once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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