Dynamics MCP Server

Dynamics MCP Server

MCP server to query Microsoft Dynamics 365 CRM records and support workflows using streamable HTTP transport.

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Dynamics MCP Server

MCP server to query Microsoft Dynamics 365 CRM records and support workflows using streamable HTTP transport.


Tools

Tool Description
get_timeline_activities Fetch timeline activities (emails, calls, tasks, appointments, notes) for a CRM record GUID.
get_cases Search support cases using an OData filter.
search_cases Free-text relevance search across support cases, with fuzzy matching, ranked by relevance.
get_case Fetch a single case by GUID or ticket number, including metadata and linked external tickets.
get_case_external_tickets Fetch active external tickets linked to a case (GUID or ticket number).
get_external_ticket_comments Fetch timeline-wall comments for one linked external ticket in a single call.
get_contact Fetch a contact by GUID.
get_account Fetch an account by GUID.
execute_fetchxml Execute an arbitrary FetchXML query against a Dynamics entity collection.
get_dynamics_user Look up a Dynamics system user's internal email address by GUID.
help Return capabilities, example prompts, and setup requirements.

Authentication model

This MCP expects the CRM browser session to be forwarded per request:

  • Header: X-Session-Cookie: <full CRM cookie string>
  • Source URL: https://adobe-ent.crm.dynamics.com

The server does not store static credentials in environment variables.


Installation

Requirements

  • Python 3.13+
  • uv (recommended)

Local development

uv sync
uv run dynamics-mcp

Claude Code setup

claude mcp add dynamics \
  -- uvx --index https://sauronai.adobe.io/pypi/simple/ dynamics-mcp

Cursor setup

Add to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "dynamics": {
      "command": "uvx",
      "args": ["--index", "https://sauronai.adobe.io/pypi/simple/", "dynamics-mcp"]
    }
  }
}

Codex CLI setup

Add to ~/.codex/config.yaml:

mcpServers:
  dynamics:
    type: stdio
    command: uvx
    args:
      - --index
      - https://sauronai.adobe.io/pypi/simple/
      - dynamics-mcp

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