# How to integrate Dynamics365 MCP with Autogen ```json { "title": "How to integrate Dynamics365 MCP with Autogen", "toolkit": "Dynamics365", "toolkit_slug": "dynamics365", "framework": "AutoGen", "framework_slug": "autogen", "url": "https://composio.dev/toolkits/dynamics365/framework/autogen", "markdown_url": "https://composio.dev/toolkits/dynamics365/framework/autogen.md", "updated_at": "2026-05-12T10:10:01.360Z" } ``` ## 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 create a new sales lead for acme corp, list all open invoices for this quarter, add a support case for a specific customer 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. ## Also integrate Dynamics365 with - [ChatGPT](https://composio.dev/toolkits/dynamics365/framework/chatgpt) - [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) - [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) - [CLI](https://composio.dev/toolkits/dynamics365/framework/cli) - [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) ## 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 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. ## Creating MCP Server - Stand-alone vs Composio SDK The Dynamics365 MCP server is an implementation of the Model Context Protocol that connects your AI agents and assistants directly to Dynamics365. Instead of manually wiring Dynamics365 APIs, OAuth, and scopes yourself, you get a structured, tool-based interface that an LLM can call safely. With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster. ## Step-by-step Guide ### 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 ### 1. Getting API Keys for OpenAI and Composio OpenAI API Key - Go to the [OpenAI dashboard](https://platform.openai.com/settings/organization/api-keys) 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](https://dashboard.composio.dev?utm_source=toolkits&utm_medium=framework_docs). - Navigate to your API settings and generate a new API key. - Store this key securely as you'll need it for authentication. ### 2. Install dependencies 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 ```bash pip install composio python-dotenv pip install autogen-agentchat autogen-ext-openai autogen-ext-tools ``` ### 3. Set up environment variables 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 ```bash COMPOSIO_API_KEY=your-composio-api-key OPENAI_API_KEY=your-openai-api-key USER_ID=your-user-identifier@example.com ``` ### 4. Import dependencies and create Tool Router session 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 ```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 ``` ### 5. Configure MCP parameters for Autogen 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 ```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")} ) ``` ### 6. Create the model client and agent 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 ```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 ) ``` ### 7. Run the interactive chat loop 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 ```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") ``` ## Complete Code ```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. ## How to build Dynamics365 MCP Agent with another framework - [ChatGPT](https://composio.dev/toolkits/dynamics365/framework/chatgpt) - [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) - [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) - [CLI](https://composio.dev/toolkits/dynamics365/framework/cli) - [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) ## 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. - [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. - [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. - [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. - [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools. - [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data. - [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process. - [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools. - [Firmao](https://composio.dev/toolkits/firmao) - Firmao is a business information platform offering company, industry, and market data. Use it to quickly research firms and gain competitive market insights. ## 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 Autogen? Yes, you can. Autogen 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)