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How to integrate Dynamics365 MCP with Autogen

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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

Introduction

This guide walks you through connecting Dynamics365 to AutoGen using the Composio tool router. By the end, you'll have a working Dynamics365 agent that can manage accounts and contacts, capture leads, track opportunities, create quotes and invoices, and resolve support cases through natural language commands.

This guide will help you understand how to give your AutoGen agent real control over a Dynamics365 account through Composio's Dynamics365 MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

For exact tool slugs and parameter tables, see the tool catalog in the Composio docs.

Also integrate Dynamics365 with

Claude CodeCursorChatGPTClaude CoworkAntigravityOpenAI Agents SDKClaude Agent SDKMuseCodexGrok BuildVS CodeOpenCodeOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AI

TL;DR

Here's what you'll learn:
  • Get and set up your OpenAI and Composio API keys
  • Install the required dependencies for Autogen and Composio
  • Initialize Composio and create a Tool Router session for Dynamics365
  • Wire that MCP URL into Autogen using McpWorkbench and StreamableHttpServerParams
  • Configure an Autogen AssistantAgent that can call Dynamics365 tools
  • Run a live chat loop where you ask the agent to perform Dynamics365 operations

What is AutoGen?

Autogen is a framework for building multi-agent conversational AI systems from Microsoft. It enables you to create agents that can collaborate, use tools, and maintain complex workflows.

Key features include:

  • Multi-Agent Systems: Build collaborative agent workflows
  • MCP Workbench: Native support for Model Context Protocol tools
  • Streaming HTTP: Connect to external services through streamable HTTP
  • AssistantAgent: Pre-built agent class for tool-using assistants

What is the Dynamics365 MCP server, and what's possible with it?

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.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step08 STEPS
1

Prerequisites

You will need:

  • A Composio API key
  • An OpenAI API key (used by Autogen's OpenAIChatCompletionClient)
  • A Dynamics365 account you can connect to Composio
  • Some basic familiarity with Autogen and Python async
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

bash
pip install composio python-dotenv
pip install autogen-agentchat autogen-ext-openai autogen-ext-tools

Install Composio, Autogen extensions, and dotenv.

What's happening:

  • composio connects your agent to Dynamics365 via MCP
  • autogen-agentchat provides the AssistantAgent class
  • autogen-ext-openai provides the OpenAI model client
  • autogen-ext-tools provides MCP workbench support

4

Set up environment variables

bash
COMPOSIO_API_KEY=your-composio-api-key
OPENAI_API_KEY=your-openai-api-key
USER_ID=your-user-identifier@example.com

Create a .env file in your project folder.

What's happening:

  • COMPOSIO_API_KEY is required to talk to Composio
  • OPENAI_API_KEY is used by Autogen's OpenAI client
  • USER_ID is how Composio identifies which user's Dynamics365 connections to use
5

Import dependencies and create Tool Router session

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Dynamics365 session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["dynamics365"]
    )
    url = session.mcp.url
What's happening:
  • load_dotenv() reads your .env file
  • Composio(api_key=...) initializes the SDK
  • create(...) creates a Tool Router session that exposes Dynamics365 tools
  • session.mcp.url is the MCP endpoint that Autogen will connect to
6

Configure MCP parameters for Autogen

python
# Configure MCP server parameters for Streamable HTTP
server_params = StreamableHttpServerParams(
    url=url,
    timeout=30.0,
    sse_read_timeout=300.0,
    terminate_on_close=True,
    headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
)

Autogen expects parameters describing how to talk to the MCP server. That is what StreamableHttpServerParams is for.

What's happening:

  • url points to the Tool Router MCP endpoint from Composio
  • timeout is the HTTP timeout for requests
  • sse_read_timeout controls how long to wait when streaming responses
  • terminate_on_close=True cleans up the MCP server process when the workbench is closed
7

Create the model client and agent

python
# Create model client
model_client = OpenAIChatCompletionClient(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY")
)

# Use McpWorkbench as context manager
async with McpWorkbench(server_params) as workbench:
    # Create Dynamics365 assistant agent with MCP tools
    agent = AssistantAgent(
        name="dynamics365_assistant",
        description="An AI assistant that helps with Dynamics365 operations.",
        model_client=model_client,
        workbench=workbench,
        model_client_stream=True,
        max_tool_iterations=10
    )

What's happening:

  • OpenAIChatCompletionClient wraps the OpenAI model for Autogen
  • McpWorkbench connects the agent to the MCP tools
  • AssistantAgent is configured with the Dynamics365 tools from the workbench
8

Run the interactive chat loop

python
print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
print("Ask any Dynamics365 related question or task to the agent.\n")

# Conversation loop
while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    print("\nAgent is thinking...\n")

    # Run the agent with streaming
    try:
        response_text = ""
        async for message in agent.run_stream(task=user_input):
            if hasattr(message, "content") and message.content:
                response_text = message.content

        # Print the final response
        if response_text:
            print(f"Agent: {response_text}\n")
        else:
            print("Agent: I encountered an issue processing your request.\n")

    except Exception as e:
        print(f"Agent: Sorry, I encountered an error: {str(e)}\n")
What's happening:
  • The script prompts you in a loop with You:
  • Autogen passes your input to the model, which decides which Dynamics365 tools to call via MCP
  • agent.run_stream(...) yields streaming messages as the agent thinks and calls tools
  • Typing exit, quit, or bye ends the loop

Complete Code

Here's the complete code to get you started with Dynamics365 and AutoGen:

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Dynamics365 session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["dynamics365"]
    )
    url = session.mcp.url

    # Configure MCP server parameters for Streamable HTTP
    server_params = StreamableHttpServerParams(
        url=url,
        timeout=30.0,
        sse_read_timeout=300.0,
        terminate_on_close=True,
        headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
    )

    # Create model client
    model_client = OpenAIChatCompletionClient(
        model="gpt-5",
        api_key=os.getenv("OPENAI_API_KEY")
    )

    # Use McpWorkbench as context manager
    async with McpWorkbench(server_params) as workbench:
        # Create Dynamics365 assistant agent with MCP tools
        agent = AssistantAgent(
            name="dynamics365_assistant",
            description="An AI assistant that helps with Dynamics365 operations.",
            model_client=model_client,
            workbench=workbench,
            model_client_stream=True,
            max_tool_iterations=10
        )

        print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
        print("Ask any Dynamics365 related question or task to the agent.\n")

        # Conversation loop
        while True:
            user_input = input("You: ").strip()

            if user_input.lower() in ['exit', 'quit', 'bye']:
                print("\nGoodbye!")
                break

            if not user_input:
                continue

            print("\nAgent is thinking...\n")

            # Run the agent with streaming
            try:
                response_text = ""
                async for message in agent.run_stream(task=user_input):
                    if hasattr(message, 'content') and message.content:
                        response_text = message.content

                # Print the final response
                if response_text:
                    print(f"Agent: {response_text}\n")
                else:
                    print("Agent: I encountered an issue processing your request.\n")

            except Exception as e:
                print(f"Agent: Sorry, I encountered an error: {str(e)}\n")

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You now have an Autogen assistant wired into Dynamics365 through Composio's Tool Router and MCP. From here you can:
  • Add more toolkits to the toolkits list, for example notion or hubspot
  • Refine the agent description to point it at specific workflows
  • Wrap this script behind a UI, Slack bot, or internal tool
Once the pattern is clear for Dynamics365, you can reuse the same structure for other MCP-enabled apps with minimal code changes.
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.

FRAMEWORKS

How to build Dynamics365 MCP Agent with another framework

Claude Code logo

Claude Code

Use Dynamics365 MCP with Claude Code

Cursor logo

Cursor

Use Dynamics365 MCP with Cursor

ChatGPT logo

ChatGPT

Use Dynamics365 MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Dynamics365 MCP with Claude Cowork

Antigravity logo

Antigravity

Use Dynamics365 MCP with Antigravity

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Dynamics365 MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Dynamics365 MCP with Claude Agent SDK

Muse logo

Muse

Use Dynamics365 MCP with Muse

Codex logo

Codex

Use Dynamics365 MCP with Codex

Grok Build logo

Grok Build

Use Dynamics365 MCP with Grok Build

VS Code logo

VS Code

Use Dynamics365 MCP with VS Code

OpenCode logo

OpenCode

Use Dynamics365 MCP with OpenCode

OpenClaw logo

OpenClaw

Use Dynamics365 MCP with OpenClaw

Hermes logo

Hermes

Use Dynamics365 MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Dynamics365 MCP with Atomic Agent

Google ADK logo

Google ADK

Use Dynamics365 MCP with Google ADK

LangChain logo

LangChain

Use Dynamics365 MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Dynamics365 MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Dynamics365 MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Dynamics365 MCP with LlamaIndex

CrewAI logo

CrewAI

Use Dynamics365 MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Dynamics365 MCP with Pydantic AI

FAQ

Frequently asked questions

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