Dynamics365 MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Dynamics365 MCP or direct API to automate lead management, update contacts, track sales activity, and manage support tickets through natural language.

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Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.

16 Tools

Try Dynamics365 now

Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

Every Dynamics365 action and event your agent gets out of the box.

Create Account

Creates a new account entity record in Dynamics CRM using the Web API.

Create Case

Creates a new case (incident) entity record in Dynamics CRM using the Web API.

Create Contact

Creates a new contact entity record in Dynamics CRM using the Web API.

Create Invoice

Creates a new invoice entity record in Dynamics CRM using the Web API.

Create Lead

Creates a new lead entity record in Dynamics CRM using the Web API.

Create Opportunity

Creates a new opportunity entity record in Dynamics CRM using the Web API.

Create Sales Order

Creates a new sales order entity record in Dynamics CRM using the Web API.

Dynamicscrm get a invoice

Dynamicscrm get a invoice

Dynamicscrm get a lead

Dynamicscrm get a lead

Dynamicscrm get all leads

Dynamicscrm get all leads

Update Case

Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

Update Invoice

Updates an existing invoice entity record in Dynamics CRM using the Web API.

Update Lead

Updates an existing lead entity record in Dynamics CRM using the Web API.

Update Opportunity

Updates an existing opportunity entity record in Dynamics CRM using the Web API.

Update Sales Order

Updates an existing sales order entity record in Dynamics CRM using the Web API.

Get all invoices action

Get all invoices action

SETUP GUIDE

Connect Dynamics365 MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["dynamics365"],
  mcp: true,
});
Create a session scoped to Dynamics365 and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "Create a new sales opportunity for Acme Corp with estimated revenue of $10,000.",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Dynamics365 request
SETUP GUIDE

Connect Dynamics365 API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["dynamics365"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Dynamics365
3

Run Dynamics365 tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Create a new sales opportunity for Acme Corp with estimated revenue of $10,000." }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Dynamics365 tool calls through the session, and print the final answer

Why Use Composio?

AI Native Dynamics365 Integration

  • Supports both Dynamics365 MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Dynamics365 data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Dynamics365 access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Dynamics365
  • Scoped, least privilege access to Dynamics365 resources
  • Full audit trail of agent actions to support review and compliance

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

No. Composio provides a managed OAuth app for Dynamics365, so you sign in with your normal Dynamics365 account and approve access. If you later want the consent screen to show your own company name, you can add your own Dynamics365 OAuth app in the Composio dashboard, and every connection after that uses it.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Dynamics365 connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

When you connect a Dynamics365 account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Dynamics365 as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Exactly the ones Dynamics365 lists on its consent screen when you connect. Review that screen before approving. If you connect a work account, your Dynamics365 administrator may need to approve the app first, and you can revoke the access inside Dynamics365 whenever you want.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Dynamics365 connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

Composio refreshes Dynamics365 tokens automatically, so day to day you do nothing. If you revoke access inside Dynamics365, or Dynamics365 invalidates the session, the connection shows as expired in Composio and the agent stops acting on that account until you reconnect it, which is a single sign-in.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, and up to 20,000 of those can run through Composio-managed apps like Dynamics365. Personal Dynamics365 use rarely gets near that. Paid plans add higher limits and team features, and Dynamics365's own pricing is unaffected.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Dynamics365 accounts).

With Composio, you connect Dynamics365 once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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