# How to integrate Dynamics365 MCP with Hermes ```json { "title": "How to integrate Dynamics365 MCP with Hermes", "toolkit": "Dynamics365", "toolkit_slug": "dynamics365", "framework": "Hermes", "framework_slug": "hermes-agent", "url": "https://composio.dev/toolkits/dynamics365/framework/hermes-agent", "markdown_url": "https://composio.dev/toolkits/dynamics365/framework/hermes-agent.md", "updated_at": "2026-05-12T10:10:01.360Z" } ``` ## 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 - [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) - [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) - [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 ### 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. ## Connect Dynamics365 to Hermes ### 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 ``` ## 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 provides comprehensive access to Dynamics365 operations through Composio. Once connected, Hermes can perform all major Dynamics365 actions on your behalf using natural language commands. ## Complete Code None listed. ## Conclusion ### 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](https://discord.com/invite/composio) or check out the [Docs](https://docs.composio.dev?utm_source=toolkits&utm_medium=framework_template&utm_campaign=hermes&utm_content=docs) for deeper configuration options. ## 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) - [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) - [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 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. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)