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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, create 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.

119 Tools

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TOOL ROUTER PLAYGROUND
Dynamics365
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TOOLS

Supported Tools

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

Add Contact to Account

Associate an existing contact with an existing account in Dynamics 365.

Assign User Security Role

Assign a security role to a system user in the connected Dataverse environment.

Associate Contact Account

Sets an existing contact's parent account, replacing any current parent customer.

Clear Account Description

Clear an existing account's description to null without deleting the account.

Create Annotation

Create a text or attachment note, optionally linked to a supported record.

Create appointment

Create a Dataverse appointment from writable logical column values and return the created row.

Create Email Activity

Create and store a draft email activity without sending it.

Create invoice line item

Create a Dataverse invoice line item from writable logical column values and return the created row.

Create opportunity line item

Create a Dataverse opportunity line item from writable logical column values and return the created row.

Create Phone Call

Record a CRM phone-call activity; this does not place a telephone call.

Create price list

Create a Dataverse price list from writable logical column values and return the created row.

Create Product

Create a Dataverse catalog product and return its selected representation.

Create Product Price List Item

Add an existing product and unit to an existing Dynamics price list.

Create quote

Create a Dataverse quote from writable logical column values and return the created row.

Create quote line item

Create a Dataverse quote line item from writable logical column values and return the created row.

Create sales order line item

Create a Dataverse sales order line item from writable logical column values and return the created row.

Create Social Activity

Create a Dataverse social activity and return its stored representation.

Create system user

Create a Dataverse system user from writable logical column values and return the created row.

Create Task

Create a Dataverse task activity and return its selected representation.

Create transaction currency

Create a Dataverse transaction currency from writable logical column values and return the created row.

Delete account

Delete a Dataverse account by GUID.

Delete appointment

Delete a Dataverse appointment by GUID.

Delete case

Delete a Dataverse case by GUID.

Delete contact

Delete a Dataverse contact by GUID.

Delete email activity

Delete a Dataverse email activity by GUID.

Delete invoice

Delete a Dataverse invoice by GUID.

Delete invoice line item

Delete a Dataverse invoice line item by GUID.

Delete lead

Delete a Dataverse lead by GUID.

Delete note

Delete a Dataverse note by GUID.

Delete opportunity

Delete a Dataverse opportunity by GUID.

Delete opportunity line item

Delete a Dataverse opportunity line item by GUID.

Delete price list

Delete a Dataverse price list by GUID.

Delete product

Delete a Dataverse product by GUID.

Delete quote

Delete a Dataverse quote by GUID.

Delete quote line item

Delete a Dataverse quote line item by GUID.

Delete sales order

Delete a Dataverse sales order by GUID.

Delete sales order line item

Delete a Dataverse sales order line item by GUID.

Delete system user

Request deletion of a Dataverse system user by GUID.

Delete task

Delete a Dataverse task by GUID.

Delete transaction currency

Delete a Dataverse transaction currency by GUID.

Disassociate Contact Account

Remove a contact's parent account relationship without deleting either record.

Create Account

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

Create Case

Creates a new case (incident) 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

Retrieve a Dynamics CRM invoice by ID, returning selected invoice details such as its number, dates, billing and shipping addresses, amounts and status.

Dynamicscrm get a lead

Dynamicscrm get a lead

Dynamicscrm get all leads

Retrieve one page of Dynamics CRM leads with optional OData query options.

Update Case

Updates a case (incident) in Dynamics CRM using the Web API.

Update Invoice

Update a Dynamics CRM invoice by ID using the Web API.

Update Lead

Updates an existing Dynamics CRM lead using the Web API.

Update Opportunity

Updates an existing Dynamics CRM opportunity using the Web API.

Update Sales Order

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

Execute Batch

Execute a Dataverse multipart batch, optionally containing atomic change sets.

Get account

Retrieve a Dataverse account by its GUID, optionally selecting columns and expanding relationships.

Get all invoices action

Retrieve one page of Dynamics 365 invoices with optional OData query options.

Get appointment

Retrieve a Dataverse appointment by its GUID, optionally selecting columns and expanding relationships.

Get Attribute Metadata

Retrieve one Dataverse attribute definition by its metadata IDs.

Get case

Retrieve a Dataverse case by its GUID, optionally selecting columns and expanding relationships.

Get contact

Retrieve a Dataverse contact by its GUID, optionally selecting columns and expanding relationships.

Get email activity

Retrieve a Dataverse email activity by its GUID, optionally selecting columns and expanding relationships.

Get invoice line item

Retrieve a Dataverse invoice line item by its GUID, optionally selecting columns and expanding relationships.

Get note

Retrieve a Dataverse note by its GUID, optionally selecting columns and expanding relationships.

Get opportunity

Retrieve a Dataverse opportunity by its GUID, optionally selecting columns and expanding relationships.

Get opportunity line item

Retrieve a Dataverse opportunity line item by its GUID, optionally selecting columns and expanding relationships.

Get price list

Retrieve a Dataverse price list by its GUID, optionally selecting columns and expanding relationships.

Get product

Retrieve a Dataverse product by its GUID, optionally selecting columns and expanding relationships.

Get quote

Retrieve a Dataverse quote by its GUID, optionally selecting columns and expanding relationships.

Get quote line item

Retrieve a Dataverse quote line item by its GUID, optionally selecting columns and expanding relationships.

Get sales order

Retrieve a Dataverse sales order by its GUID, optionally selecting columns and expanding relationships.

Get sales order line item

Retrieve a Dataverse sales order line item by its GUID, optionally selecting columns and expanding relationships.

Get system user

Retrieve a Dataverse system user by its GUID, optionally selecting columns and expanding relationships.

Get task

Retrieve a Dataverse task by its GUID, optionally selecting columns and expanding relationships.

Get transaction currency

Retrieve a Dataverse transaction currency by its GUID, optionally selecting columns and expanding relationships.

List appointments

List one page of Dataverse appointments.

List Entity Definitions

Discover Dataverse table definitions and return caller-selected metadata.

List entity sets

List available Dataverse entity sets and their resource URLs, not table rows.

List invoice line items

List one page of Dataverse invoice line items.

List notes

List one page of Dataverse notes.

List opportunity line items

List one page of Dataverse opportunity line items.

List price lists

List one page of Dataverse price lists.

List products

List one page of Dataverse products.

List quote line items

List one page of Dataverse quote line items.

List quotes

List one page of Dataverse quotes.

List sales orders

List one page of Dataverse sales orders.

List system users

List one page of Dataverse system users.

List transaction currencies

List one page of Dataverse transaction currencies.

Query accounts

List or filter Dynamics accounts with projection, ordering, and bounded results.

Query campaigns

List, filter, expand, or aggregate Dynamics campaigns.

Query cases

Return one bounded page of cases; pass next_link back to fetch the next page.

Query contacts

List or filter Dynamics contacts with selected fields and ordering.

Query email activities

Return one bounded page of email activities; pass next_link back to fetch the next page.

Query Entity Data

Query contacts, incidents, phone calls, activity pointers, opportunities, or sales order details and return one page with its next link.

Query opportunities

Return one bounded page of opportunities; pass next_link back to fetch the next page.

Query phone calls

Return one bounded page of phone-call activities; pass next_link back to fetch the next page.

Query social activities

Return one bounded page of social activities; pass next_link back to fetch the next page.

Query tasks

Return one bounded page of tasks; pass next_link back to fetch the next page.

Remove Contact from Account

Remove an existing contact from an account without deleting either record.

Resolve Case

Resolve an active case by creating its incident-resolution activity.

Update account

Update only the supplied writable columns of an existing Dataverse account and return the updated row.

Update Account Name

Updates only the name of an existing Dynamics 365 account.

Update appointment

Update only the supplied writable columns of an existing Dataverse appointment and return the updated row.

Update contact

Update only the supplied writable columns of an existing Dataverse contact and return the updated row.

Update email activity

Update only the supplied writable columns of an existing Dataverse email activity and return the updated row.

Update invoice line item

Update only the supplied writable columns of an existing Dataverse invoice line item and return the updated row.

Update note

Update only the supplied writable columns of an existing Dataverse note and return the updated row.

Update opportunity line item

Update only the supplied writable columns of an existing Dataverse opportunity line item and return the updated row.

Update price list

Update only the supplied writable columns of an existing Dataverse price list and return the updated row.

Update product

Update only the supplied writable columns of an existing Dataverse product and return the updated row.

Update quote

Update only the supplied writable columns of an existing Dataverse quote and return the updated row.

Update quote line item

Update only the supplied writable columns of an existing Dataverse quote line item and return the updated row.

Update sales order line item

Update only the supplied writable columns of an existing Dataverse sales order line item and return the updated row.

Update system user

Update only the supplied writable columns of an existing Dataverse system user and return the updated row.

Update task

Update only the supplied writable columns of an existing Dataverse task and return the updated row.

Update transaction currency

Update only the supplied writable columns of an existing Dataverse transaction currency and return the updated row.

Get Caller Identity

Return the connected Dataverse caller's identity IDs.

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
Guide

Connect multiple Dynamics365 accounts to Claude and tell it which one to use by name.

Read the guide

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
FRAMEWORKS

Use Dynamics365 with any AI Agent Framework

Choose a Framework you want to connect Dynamics365 with

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Claude Code

Use Dynamics365 MCP with Claude Code

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Cursor

Use Dynamics365 MCP with Cursor

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ChatGPT

Use Dynamics365 MCP with ChatGPT

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Claude Cowork

Use Dynamics365 MCP with Claude Cowork

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Antigravity

Use Dynamics365 MCP with Antigravity

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OpenAI Agents SDK

Use Dynamics365 MCP with OpenAI Agents SDK

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Claude Agents SDK

Use Dynamics365 MCP with Claude Agents SDK

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Muse

Use Dynamics365 MCP with Muse

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Codex

Use Dynamics365 MCP with Codex

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Grok Build

Use Dynamics365 MCP with Grok Build

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VS Code

Use Dynamics365 MCP with VS Code

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OpenCode

Use Dynamics365 MCP with OpenCode

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OpenClaw

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Hermes

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Atomic Agent

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Google ADK

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Langchain

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AI SDK

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Mastra AI

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LlamaIndex

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CrewAI

Use Dynamics365 MCP with CrewAI

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Pydantic AI

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Autogen

Use Dynamics365 MCP with Autogen

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