mcp-dynamics365-server

# Dynamics 365 MCP Server 🚀     ## Overview The **Microsoft Dynamics 365 MCP Server** is a MCP server that provides tools to interact with Microsoft Dynamics 365 using the **Model Context Protocol(MCP)** by Anthorpic. It allows users to perform various operations such as retrieving user information, accounts, opportunities associated with an account, create and update accounts from **Claude Desktop**. This project uses the `@modelcontextprotocol/sdk` library to implement the MCP server and tools, and it integrates with Dynamics 365 APIs for data operations. --- ## List of Tools 🛠️ | **Tool Name** | **Description** | **Input** | **Output** | | ------------------------------ | ----------------------------------------------------------- | -------------------------------------------------------------------------------------------- | ----------------------------------------------------------- | | `get-user-info` | Fetches information about the currently authenticated user. | None | User details including name, user ID, and business unit ID. | | `fetch-accounts` | Fetches all accounts from Dynamics 365. | None | List of accounts in JSON format. | | `get-associated-opportunities` | Fetches opportunities associated with a given account. | `accountId` (string, required) | List of opportunities in JSON format. | | `create-account` | Creates a new account in Dynamics 365. | `accountData` (object, required) containing account details. | Details of the created account in JSON format. | | `update-account` | Updates an existing account in Dynamics 365. | `accountId` (string, required), `accountData` (object, required) containing updated details. | Details of the updated account in JSON format. | --- ## Prerequisites 📝 Before setting up the project, ensure you have the following installed: - **Node.js** (v16 or higher) - **NPM** (Node Package Manager) - A Dynamics 365 instance with API access - Azure Active Directory (AAD) application configured for Dynamics 365 API access --- ## Configuration Steps ⚙️ Follow these steps to set up and run the project locally: ### 1. Clone the Repository ```sh git clone https://github.com/your-repo/dynamics365-mcp-server.git cd dynamics365-mcp-server ``` ### 2. Install Dependencies ```sh npm install ``` ### 3. Configure Environment Variables Create a .env file in the root of the project and add the following variables: ```sh CLIENT_ID=your-client-id CLIENT_SECRET=your-client-secret TENANT_ID=your-tenant-id D365_URL=https://your-org.crm.dynamics.com ``` ### 4. Compile TypeScript Files ```sh npm run build ``` ### 4. Run MCP Server ```sh node build\index.js ``` You should see the following output: ```plaintext Dynamics365 MCP server running on stdio... ``` ### 5. (Optional) Register your MCP Server with Claude Desktop - Install [Claude Desktop](https://claude.ai/download) - Navigate to Settings > Developer > Edit Config - Edit claude_desktop_config.json ```json { "mcpServers": { "Dynamics365": { "command": "node", "args": [ "<Path to your MCP server build file ex: rootfolder/build/index.js>" ], "env": { "CLIENT_ID": "<D365 Client Id>", "CLIENT_SECRET": "<D365 Client Secret>", "TENANT_ID": "<D365 Tenant ID>", "D365_URL": "Dynamics 365 url" } } } } ``` - Restart Claude Desktop - Now you should be able to see the server tools in the prompt window  - Let's test a prompt by invoking tool - get-user-info  ### 6. (Optional) Test tools using MCP Interceptor - Run following command in terminal ```json npx @modelcontextprotocol/inspector node build/index.js ```  - Go to 🔍 http://localhost:5173 🚀  - Now you can connect to server and terst all the tools!! ## Debugging 🐛 ## If you encounter issues, ensure the following: If you encounter issues, ensure the following: - The .env file is properly configured. - The Azure AD application has the necessary permissions for Dynamics 365 APIs. - The Dynamics 365 instance is accessible from - your environment. - You can also add debug logs in the code to trace issues. For example: ```sh console.error("Debugging: Loaded environment variables:", process.env); ``` ## Contributing 🤝 Contributions are welcome! Feel free to submit a pull request or open an issue for any bugs or feature requests. To contribute: - Fork the repository. - Create a new branch for your feature or bug fix. - Commit your changes and submit a pull request. - We appreciate your contributions! 😊