# How to integrate Dynamics365 MCP with Atomic Agent ```json { "title": "How to integrate Dynamics365 MCP with Atomic Agent", "toolkit": "Dynamics365", "toolkit_slug": "dynamics365", "framework": "Atomic Agent", "framework_slug": "atomic-agent", "url": "https://composio.dev/toolkits/dynamics365/framework/atomic-agent", "markdown_url": "https://composio.dev/toolkits/dynamics365/framework/atomic-agent.md", "updated_at": "2026-08-11T13:09:00.697Z" } ``` ## Introduction 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](https://atomicagent.io/docs/?cta_placement=atomic-agent-docs) for installation instructions. ## Also integrate Dynamics365 with - [ChatGPT](https://composio.dev/toolkits/dynamics365/framework/chatgpt) - [Antigravity](https://composio.dev/toolkits/dynamics365/framework/antigravity) - [OpenAI Agents SDK](https://composio.dev/toolkits/dynamics365/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/dynamics365/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/dynamics365/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/dynamics365/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/dynamics365/framework/codex) - [Grok Build](https://composio.dev/toolkits/dynamics365/framework/grok-build) - [Cursor](https://composio.dev/toolkits/dynamics365/framework/cursor) - [VS Code](https://composio.dev/toolkits/dynamics365/framework/vscode) - [OpenCode](https://composio.dev/toolkits/dynamics365/framework/opencode) - [OpenClaw](https://composio.dev/toolkits/dynamics365/framework/openclaw) - [Hermes](https://composio.dev/toolkits/dynamics365/framework/hermes-agent) - [Google ADK](https://composio.dev/toolkits/dynamics365/framework/google-adk) - [LangChain](https://composio.dev/toolkits/dynamics365/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/dynamics365/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/dynamics365/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/dynamics365/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/dynamics365/framework/crew-ai) - [Pydantic AI](https://composio.dev/toolkits/dynamics365/framework/pydantic-ai) - [AutoGen](https://composio.dev/toolkits/dynamics365/framework/autogen) ## TL;DR ### 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 ### Connect Dynamics365 to Atomic Agent - Sign up or sign in to the [Composio dashboard](https://dashboard.composio.dev/?cta_placement=atomic-agent-api-key). Copy your API key. - 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. - Ask Atomic Agent to do something in Dynamics365. It searches Composio for the right tool. - 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. ```bash COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY ``` ## What is the Dynamics365 MCP server, and what's possible with it? The Dynamics365 MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Dynamics365 account. It provides structured and secure access to your CRM data, so your agent can perform actions like managing contacts, creating leads, tracking invoices, and automating sales workflows on your behalf. - Automated contact, account, and lead creation: Instantly add new contacts, accounts, or leads to your CRM, ensuring your pipeline stays up to date with zero manual data entry. - Sales opportunity and order management: Let your agent create and update opportunities or sales orders, helping your team stay organized and focused on closing deals. - Invoice and case tracking: Retrieve, create, or manage invoices and cases directly from Dynamics365, streamlining customer service and billing operations. - Real-time CRM record retrieval: Ask your agent to fetch specific leads, invoices, or cases by criteria, so you always have the most relevant customer data at your fingertips. - Seamless workflow automation: Combine multiple actions—like creating a lead, generating an invoice, and opening a case—into a single smooth workflow, all triggered by your agent. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT` | Create Account | Creates a new account entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_CASE` | Create Case | Creates a new case (incident) entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT` | Create Contact | Creates a new contact entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE` | Create Invoice | Creates a new invoice entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_LEAD` | Create Lead | Creates a new lead entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY` | Create Opportunity | Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected. | | `DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER` | Create Sales Order | Creates a new sales order entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_GET_A_INVOICE` | Dynamicscrm get a invoice | Dynamicscrm get a invoice | | `DYNAMICS365_DYNAMICSCRM_GET_A_LEAD` | Dynamicscrm get a lead | Dynamicscrm get a lead | | `DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS` | Dynamicscrm get all leads | Dynamicscrm get all leads | | `DYNAMICS365_DYNAMICSCRM_UPDATE_CASE` | Update Case | Updates an existing case (incident) entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_INVOICE` | Update Invoice | Updates an existing invoice entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD` | Update Lead | Updates an existing lead entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY` | Update Opportunity | Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER` | Update Sales Order | Updates an existing sales order entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICS365_GET_ALL_INVOICES_ACTION` | Get all invoices action | Get all invoices action | ## Supported Triggers None listed. ## Troubleshooting ### Why is my API key rejected? Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying. ### Why are Composio tools unavailable after saving a key? Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk. ### Does Composio have a free plan? The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See [Composio pricing](/pricing) for the current limits that apply to your connection. ## Complete Code None listed. ## Conclusion ### 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](https://atomicagent.io/?cta_placement=atomic-agent-site) or inspect the [Atomic Agent source code](https://github.com/AtomicBot-ai/atomic-agent?cta_placement=atomic-agent-repo). ## How to build Dynamics365 MCP Agent with another framework - [ChatGPT](https://composio.dev/toolkits/dynamics365/framework/chatgpt) - [Antigravity](https://composio.dev/toolkits/dynamics365/framework/antigravity) - [OpenAI Agents SDK](https://composio.dev/toolkits/dynamics365/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/dynamics365/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/dynamics365/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/dynamics365/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/dynamics365/framework/codex) - [Grok Build](https://composio.dev/toolkits/dynamics365/framework/grok-build) - [Cursor](https://composio.dev/toolkits/dynamics365/framework/cursor) - [VS Code](https://composio.dev/toolkits/dynamics365/framework/vscode) - [OpenCode](https://composio.dev/toolkits/dynamics365/framework/opencode) - [OpenClaw](https://composio.dev/toolkits/dynamics365/framework/openclaw) - [Hermes](https://composio.dev/toolkits/dynamics365/framework/hermes-agent) - [Google ADK](https://composio.dev/toolkits/dynamics365/framework/google-adk) - [LangChain](https://composio.dev/toolkits/dynamics365/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/dynamics365/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/dynamics365/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/dynamics365/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/dynamics365/framework/crew-ai) - [Pydantic AI](https://composio.dev/toolkits/dynamics365/framework/pydantic-ai) - [AutoGen](https://composio.dev/toolkits/dynamics365/framework/autogen) ## Related Toolkits - [HubSpot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place. - [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up. - [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships. - [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place. - [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently. - [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing. - [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time. - [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities. - [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place. - [Agile CRM](https://composio.dev/toolkits/agile_crm) - Agile CRM is a unified customer management platform combining contacts, sales pipelines, marketing, and support. Use it to centralize customer data, automate campaigns, and manage deals and tickets in one place. - [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources. - [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations. - [Blitz API](https://composio.dev/toolkits/blitz_api) - Blitz API is a people, company, and job search API with contact and company enrichment. Use it to enrich leads and accelerate sales outreach with accurate contact and firmographic data. - [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface. - [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently. - [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place. - [Clarify MCP](https://composio.dev/toolkits/clarify_mcp) - Clarify MCP is a CRM platform for managing companies, people, deals, meetings, tasks, lists, and campaigns. Use it to centralize CRM data and streamline sales and marketing workflows. - [Clay](https://composio.dev/toolkits/clay) - Clay is a go-to-market data enrichment and workflow automation platform for searching people and companies, running routines, and querying workspace tables. It helps teams enrich leads, automate GTM workflows, and keep workspace data synchronized. - [Clay MCP](https://composio.dev/toolkits/clay_mcp) - Clay MCP is a prospect enrichment service for researching companies and contacts. It runs enrichment providers and Clay functions to return enriched prospect data. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Dynamics365 MCP? With a standalone Dynamics365 MCP server, the agents and LLMs can only access a fixed set of Dynamics365 tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Dynamics365 and many other apps based on the task at hand, all through a single MCP endpoint. ### Can I use Tool Router MCP with Atomic Agent? Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Dynamics365 tools. ### Can I manage the permissions and scopes for Dynamics365 while using Tool Router? Yes, absolutely. You can configure which Dynamics365 scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do. ### How safe is my data with Composio Tool Router? All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Dynamics365 data and credentials are handled as safely as possible. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)