Microsoft Dynamics 365 MCP Connector for Claude

Connect your Microsoft Dynamics 365 environment to any AI agent and manage your CRM and ERP operations through natural conversation.

What you can do

• Account Management — Create, read, and update account records including contacts, addresses, and relationship hierarchies
• Opportunity Pipeline — Query open opportunities by stage, probability, and close date; update deal values and ownership
• Sales Orders — Create and manage sales orders, quotes, and invoices across your sales organization
• Case Management — Create support cases, track resolution progress, and manage SLA compliance
• Financial Operations — Query journal entries, G/L accounts, and financial dimensions (Business Central)
• Custom Entities — Access any Dataverse entity through the Web API, including custom tables and relationships
• Business Process Flows — Check active stages in business process flows and advance records through pipeline stages

How it works

1. Subscribe to this server
2. Enter your Azure AD app credentials (Client ID, Client Secret, Tenant ID) and Dynamics 365 environment URL
3. Start managing CRM/ERP operations through Claude, Cursor, or any MCP-compatible client

The entire Microsoft ecosystem — from Teams to Power BI to LinkedIn Sales Navigator — feeds into Dynamics 365. Now your AI agent is part of that ecosystem.

Who is this for?

• Sales Representatives — update opportunities, create quotes, and check pipeline status through chat
• Customer Service Agents — create and resolve cases without navigating the Dynamics UI
• Finance Teams — query financial data and journal entries across Business Central directly
• CRM Administrators — audit entity configurations and manage data integrity through conversation