# How to integrate Dynamics365 MCP with CrewAI ```json { "title": "How to integrate Dynamics365 MCP with CrewAI", "toolkit": "Dynamics365", "toolkit_slug": "dynamics365", "framework": "CrewAI", "framework_slug": "crew-ai", "url": "https://composio.dev/toolkits/dynamics365/framework/crew-ai", "markdown_url": "https://composio.dev/toolkits/dynamics365/framework/crew-ai.md", "updated_at": "2026-05-12T10:10:01.360Z" } ``` ## Introduction This guide walks you through connecting Dynamics365 to CrewAI 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 CrewAI 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) ## TL;DR Here's what you'll learn: - Get a Composio API key and configure your Dynamics365 connection - Set up CrewAI with an MCP enabled agent - Create a Tool Router session or standalone MCP server for Dynamics365 - Build a conversational loop where your agent can execute Dynamics365 operations ## What is CrewAI? CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews. Key features include: - Agent Roles: Define specialized agents with specific goals and backstories - Task Management: Create tasks with clear descriptions and expected outputs - Crew Orchestration: Combine agents and tasks into collaborative workflows - MCP Integration: Connect to external tools through Model Context Protocol ## 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 agent to Dynamics365. It provides structured and secure access so your agent can perform Dynamics365 operations on your behalf through a secure, permission-based interface. 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 Before starting, make sure you have: - Python 3.9 or higher - A Composio account and API key - A Dynamics365 connection authorized in Composio - An OpenAI API key for the CrewAI LLM - Basic familiarity with Python ### 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 **What's happening:** - composio connects your agent to Dynamics365 via MCP - crewai provides Agent, Task, Crew, and LLM primitives - crewai-tools[mcp] includes MCP helpers - python-dotenv loads environment variables from .env ```bash pip install composio crewai crewai-tools[mcp] python-dotenv ``` ### 3. Set up environment variables Create a .env file in your project root. What's happening: - COMPOSIO_API_KEY authenticates with Composio - USER_ID scopes the session to your account - OPENAI_API_KEY lets CrewAI use your chosen OpenAI model ```bash COMPOSIO_API_KEY=your_composio_api_key_here USER_ID=your_user_id_here OPENAI_API_KEY=your_openai_api_key_here ``` ### 4. Import dependencies **What's happening:** - CrewAI classes define agents and tasks, and run the workflow - MCPServerHTTP connects the agent to an MCP endpoint - Composio will give you a short lived Dynamics365 MCP URL ```python import os from composio import Composio from crewai import Agent, Task, Crew from crewai_tools import MCPServerAdapter import dotenv dotenv.load_dotenv() COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY") COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID") if not COMPOSIO_API_KEY: raise ValueError("COMPOSIO_API_KEY is not set") if not COMPOSIO_USER_ID: raise ValueError("COMPOSIO_USER_ID is not set") ``` ### 5. Create a Composio Tool Router session for Dynamics365 **What's happening:** - You create a Dynamics365 only session through Composio - Composio returns an MCP HTTP URL that exposes Dynamics365 tools ```python composio_client = Composio(api_key=COMPOSIO_API_KEY) session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["dynamics365"]) url = session.mcp.url ``` ### 6. Initialize the MCP Server **What's Happening:** - Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication. - MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format. - Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools. - Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops. - Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries. ```python server_params = { "url": url, "transport": "streamable-http", "headers": {"x-api-key": COMPOSIO_API_KEY}, } with MCPServerAdapter(server_params) as tools: agent = Agent( role="Search Assistant", goal="Help users search the internet effectively", backstory="You are a helpful assistant with access to search tools.", tools=tools, verbose=False, max_iter=10, ) ``` ### 7. Create a CLI Chatloop and define the Crew **What's Happening:** - Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable. - Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean. - Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses. - Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context. - Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response. - Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity. ```python print("Chat started! Type 'exit' or 'quit' to end.\n") conversation_context = "" while True: user_input = input("You: ").strip() if user_input.lower() in ["exit", "quit", "bye"]: print("\nGoodbye!") break if not user_input: continue conversation_context += f"\nUser: {user_input}\n" print("\nAgent is thinking...\n") task = Task( description=( f"Conversation history:\n{conversation_context}\n\n" f"Current request: {user_input}" ), expected_output="A helpful response addressing the user's request", agent=agent, ) crew = Crew(agents=[agent], tasks=[task], verbose=False) result = crew.kickoff() response = str(result) conversation_context += f"Agent: {response}\n" print(f"Agent: {response}\n") ``` ## Complete Code ```python from crewai import Agent, Task, Crew, LLM from crewai_tools import MCPServerAdapter from composio import Composio from dotenv import load_dotenv import os load_dotenv() GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY") COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY") COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID") if not GOOGLE_API_KEY: raise ValueError("GOOGLE_API_KEY is not set in the environment.") if not COMPOSIO_API_KEY: raise ValueError("COMPOSIO_API_KEY is not set in the environment.") if not COMPOSIO_USER_ID: raise ValueError("COMPOSIO_USER_ID is not set in the environment.") # Initialize Composio and create a session composio = Composio(api_key=COMPOSIO_API_KEY) session = composio.create( user_id=COMPOSIO_USER_ID, toolkits=["dynamics365"], ) url = session.mcp.url # Configure LLM llm = LLM( model="gpt-5", api_key=os.getenv("OPENAI_API_KEY"), ) server_params = { "url": url, "transport": "streamable-http", "headers": {"x-api-key": COMPOSIO_API_KEY}, } with MCPServerAdapter(server_params) as tools: agent = Agent( role="Search Assistant", goal="Help users with internet searches", backstory="You are an expert assistant with access to Composio Search tools.", tools=tools, llm=llm, verbose=False, max_iter=10, ) print("Chat started! Type 'exit' or 'quit' to end.\n") conversation_context = "" while True: user_input = input("You: ").strip() if user_input.lower() in ["exit", "quit", "bye"]: print("\nGoodbye!") break if not user_input: continue conversation_context += f"\nUser: {user_input}\n" print("\nAgent is thinking...\n") task = Task( description=( f"Conversation history:\n{conversation_context}\n\n" f"Current request: {user_input}" ), expected_output="A helpful response addressing the user's request", agent=agent, ) crew = Crew(agents=[agent], tasks=[task], verbose=False) result = crew.kickoff() response = str(result) conversation_context += f"Agent: {response}\n" print(f"Agent: {response}\n") ``` ## Conclusion You now have a CrewAI agent connected to Dynamics365 through Composio's Tool Router. The agent can perform Dynamics365 operations through natural language commands. Next steps: - Add role-specific instructions to customize agent behavior - Plug in more toolkits for multi-app workflows - Chain tasks for complex multi-step operations ## 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) ## 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 CrewAI? Yes, you can. CrewAI 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)