Vinkius

Dynamics 365 MCP for AI Agents. Manage CRM, ERP, and Financial Data via Conversation

Microsoft Dynamics 365 MCP connects your AI agent directly to a unified CRM and ERP system. It lets you manage accounts, track sales opportunities, create support cases, and query complex financial data—all through natural conversation.

Dynamics 365 MCP is compatible with Claude Claude
Dynamics 365 MCP is compatible with ChatGPT ChatGPT
Dynamics 365 MCP is compatible with Cursor Cursor
Dynamics 365 MCP is compatible with Gemini Gemini
Dynamics 365 MCP is compatible with Windsurf Windsurf
Dynamics 365 MCP is compatible with VS Code VS Code
Dynamics 365 MCP is compatible with JetBrains JetBrains
Dynamics 365 MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Manage Account Data

You can list, retrieve details for, or create entirely new account and contact records.

Track Sales Opportunities

The agent lets you query open deals by stage or probability, and update the values and owners of specific opportunities.

Process Support Cases

You can create new support tickets (cases) for any account and track their progress through resolution cycles.

Handle Financial Operations

The MCP allows querying journal entries and specific General Ledger accounts housed in Business Central.

Build Records

You can create new records across multiple data types, including sales orders, quotes, or invoices.

Waiting for input…

AI Agent
Dynamics 365

What AI agents can do with Microsoft Dynamics 365: 10 Tools

Use these ten tools through your agent to query, create, update, or delete structured records across all major components of Dynamics 365.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Microsoft Dynamics 365 MCP

Query Dataverse

Queries any core business data set, including accounts, contacts, opportunities, incidents, leads, sales orders, and invoices.

Count Records

Gets a simple count of records in any Dynamics 365 entity without fetching the full...

Get Record

Retrieves all details for one specific record using its unique ID.

Create Record

Creates a brand new record in Dynamics 365 by providing the necessary field values...

Update Record

Modifies an existing record, allowing you to specify only the fields that need...

Delete Record

Permanently removes a Dynamics 365 record from the system; this action is irreversible.

List Accounts

Retrieves a filtered list of all associated accounts within your organization's Dynamics 365 environment.

List Opportunities

Lists sales opportunities, enabling filtering by stage, estimated value, or close...

List Cases

Retrieves a list of all active and closed support cases (incidents).

List Contacts

Provides an overview list of contacts associated with the system.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Dynamics 365 MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Dynamics 365 integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Microsoft Dynamics 365, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Dynamics 365 MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Microsoft Dynamics 365. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS INFRASTRUCTURE

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

The constant context switching kills productivity. Solved with Vinkius AI Gateway

Today, managing a single customer interaction means jumping between five screens: the account details tab, the open opportunity pipeline view, the support case history form, and finally, the financial ledger screen to check billing. You spend 80% of your time clicking, copying IDs from one sheet into another, and confirming data points across different tabs.

With this MCP, all that context switching disappears. Your agent handles the navigation; you just talk. Need to know if a deal is viable? Ask it. Want to create a new case while reviewing account history? Tell the agent. You get immediate answers and executed actions without ever leaving your chat.

The Microsoft Dynamics 365 MCP delivers full-cycle data control.

You no longer need to manually pull reports for total revenue or track multiple opportunities by hand. Instead, you can ask the agent to list_opportunities filtered by stage and then use get_record to grab specific details on any single deal you want to review.

It’s not just reading data; it's writing it. You can create_record a new sales order or update an account status instantly. Your entire operational flow becomes conversational, saving hours of tedious UI work.

What your AI can actually do with this

Imagine talking to your business software like it’s an extension of your mind. This MCP connects your conversational AI client to Microsoft Dynamics 365's core operations. You stop clicking through tabs and start asking questions. Need to know the total revenue from the EMEA region this quarter? Ask for it.

Want to update a deal value or assign ownership on a stalled opportunity? Tell the agent. The system handles the record updates, case creation, and data lookups behind the scenes. Because Vinkius manages thousands of MCPs, connecting your AI agent to Dynamics 365 means you get instant access to manage accounts, pipeline status, and financial records without ever leaving your chat window.

Built · Hosted · Managed by Vinkius Dynamics 365 MCP - Manage CRM & ERP Operations
Server ID 019d758a-ec4d-7172-ba2f-4cb5f63b1376
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Questions you might have

How does the Microsoft Dynamics 365 MCP handle security permissions? +

The system uses your provided Azure AD credentials to ensure that all actions are performed within the scope of your user permissions, meaning you only interact with data you are authorized to see or change.

Can I use the Microsoft Dynamics 365 MCP for reporting on invoices? +

Yes. You can query_dataverse specific invoice records and even create new sales orders using the MCP, allowing for end-to-end transaction management.

Is list_opportunities the best way to check my pipeline status? +

list_opportunities is designed specifically to filter by stage, probability, or close date. This makes it faster and more accurate than a general data query for sales forecasting.

What if I want to delete an account record using the Microsoft Dynamics 365 MCP? +

You can use the delete_record tool, but be warned: this action is irreversible. The agent will confirm the record ID before proceeding.

Does the MCP support custom tables outside of core CRM data? +

Yes, you can access any Dataverse entity through the Web API using query_dataverse, which includes custom tables and relationships built into your environment.