How to integrate Dynamics365 MCP with Hermes

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Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Dynamics365 account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Dynamics365 with

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Dynamics365 with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Dynamics365

Ask your agent to connect to Dynamics365, or simply request any Dynamics365-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Dynamics365 connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

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 & Triggers

Tools
Get all invoices actionGet all invoices action
Create AccountCreates a new account entity record in dynamics crm using the web api.
Create CaseCreates a new case (incident) entity record in dynamics crm using the web api.
Create ContactCreates a new contact entity record in dynamics crm using the web api.
Create InvoiceCreates a new invoice entity record in dynamics crm using the web api.
Create LeadCreates a new lead entity record in dynamics crm using the web api.
Create OpportunityCreates a new opportunity entity record in dynamics crm using the web api.
Create Sales OrderCreates a new sales order entity record in dynamics crm using the web api.
Dynamicscrm get a invoiceDynamicscrm get a invoice
Dynamicscrm get a leadDynamicscrm get a lead
Dynamicscrm get all leadsDynamicscrm get all leads
Update CaseUpdates an existing case (incident) entity record in dynamics crm using the web api.
Update InvoiceUpdates an existing invoice entity record in dynamics crm using the web api.
Update LeadUpdates an existing lead entity record in dynamics crm using the web api.
Update OpportunityUpdates an existing opportunity entity record in dynamics crm using the web api.
Update Sales OrderUpdates an existing sales order entity record in dynamics crm using the web api.

Way Forward

With Dynamics365 connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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FAQ

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 Hermes?

Yes, you can. Hermes 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.

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