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