How to integrate Dynamics365 MCP with Atomic Agent

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Dynamics365.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Dynamics365 account. See the Atomic Agent documentation for installation instructions.

How Atomic Agent connects to Dynamics365

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Dynamics365 to Atomic Agent

1. Sign up or sign in to the Composio dashboard. Copy your API key.
2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
3. Ask Atomic Agent to do something in Dynamics365. It searches Composio for the right tool.
4. On first use, open the sign-in link returned in the chat. Connect your Dynamics365 account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

The Dynamics 365 MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Dynamics 365 account. It provides structured and secure access to your CRM records, so your agent can create accounts and contacts, manage leads and opportunities, handle customer cases, and process invoices and sales orders on your behalf.

• Account and contact creation: Have your agent create new customer accounts and contact records in Dynamics 365.
• Lead and opportunity management: Let the agent create leads and opportunities, retrieve lead details, list all leads, and update records as deals progress.
• Customer case handling: Direct your agent to open new customer cases and update existing cases as issues move toward resolution.
• Invoice management: Instruct your agent to create invoices, retrieve individual invoices or a full invoice list, and update invoice details.
• Sales order processing: Have your agent create sales orders and update them when order information changes.

Use Dynamics365 from Atomic Agent

With your account connected, ask Atomic Agent to work with Dynamics365 in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.