Solyn_dynamics365_mcp_server

Overview

The Microsoft Dynamics 365 MCP Server is a MCP server that provides tools to interact with Microsoft Dynamics 365 using the Model Context Protocol(MCP) by Anthorpic. It allows users to perform various operations such as retrieving user information, accounts, opportunities associated with an account, create and update accounts from Claude Desktop.

Solyn.AI is an AI-Native application platform designed for generative artificial intelligence services (AIGS) to help enterprises achieve intelligent transformation. The platform is built on a large-scale model of hundreds of billions of units, providing customers in different industries and application scenarios with a variety of development options so that they can create AI native products that adapt to the era of large models. Solyn.AI integrates the core technologies needed to build AI native applications, including support for hundreds of models, a user-friendly prompt word arrangement interface, a high-performance RAG (Retrieval-Augmented Generation) engine, and a flexibly configurable intelligent agent framework. In addition, Solyn also provides easy-to-use mobile solutions, allowing customers to focus more on innovation and meeting business needs, thereby promoting the development and growth of enterprises.

Find more: www.solyn.ai

List of Tools 🛠️

Tool Name	Description	Input	Output
create_lead	在Dynamics CRM中创建新的潜在客户记录	subject (string, 必填), lastname (string, 必填), [其他可选字段：firstname, jobtitle, mobilephone, emailaddress1, companyname 等]	创建的潜在客户详情（JSON格式）
get_all_leads	获取所有潜在客户列表	top (integer, 可选, 默认1000)	潜在客户列表（JSON格式）
get_all_activities	获取当前账号下的所有客户活动	top (integer, 可选, 默认100, 范围1-1000)	客户活动列表（JSON格式）
create_contact	创建新的联系人记录	lastname (string, 必填), [其他可选字段：firstname, emailaddress1, telephone1, jobtitle 等地址信息]	创建的联系人详情（JSON格式）
get_all_contacts	获取联系人信息	top (integer, 可选, 默认1000)	联系人列表（JSON格式）
create_account	创建新的客户(公司)记录	name (string, 必填), [其他可选字段：primarycontactid, industrycode, revenue, telephone1, websiteurl 等公司信息]	创建的客户详情（JSON格式）
find_entity_id	根据条件查询实体ID	entity_name (string, 必填, 枚举: contacts/accounts/leads), search_criteria (object, 必填), exact_match (boolean, 可选, 默认False)	匹配的实体ID列表（JSON格式）
get_all_campaigns	查询当前账号下正在执行的市场活动	top (integer, 可选, 默认1000)	市场活动列表（JSON格式）
create_appointment	创建新的拜访记录	subject (string, 必填), scheduledstart (date-time, 必填), scheduledend (date-time, 必填), [其他可选字段：location, description, 关联ID等]	创建的拜访记录详情（JSON格式）
get_all_accounts	获取客户信息	top (integer, 可选, 默认1000)	客户列表（JSON格式）
create_opportunity	创建新的商机(项目)	name (string, 必填), budgetamount (number, 必填), [其他可选字段：parentcontactid, description]	创建的商机详情（JSON格式）
get_all_opportunities	获取商机关联的产品列表	top (integer, 可选, 默认1000)	商机产品列表（JSON格式）
create_sales_order	创建新的订单	name (string, 必填), customerid (string, 必填), [可选字段：description]	创建的订单详情（JSON格式）
get_all_sales_orders	获取订单明细项	top (integer, 可选, 默认1000)	订单列表（JSON格式）
create_incident	创建新的服务案例	title (string, 必填), customerid (string, 必填), [可选字段：description]	创建的服务案例详情（JSON格式）
get_all_incidents	获取当前账号下的所有服务案例	top (integer, 可选, 默认1000)	服务案例列表（JSON格式）
get_all_products	获取所有产品信息	filter (string, 可选, OData格式), top (integer, 可选, 默认1000)	产品列表（JSON格式）
get_all_product_pricelevels	获取价目表项(价格体系)	top (integer, 可选, 默认1000)	价目表项列表（JSON格式）
get_all_emails	获取当前帐号下的邮件记录	top (integer, 可选, 默认1000)	邮件记录列表（JSON格式）
query_entity	通用实体查询方法	entity_name (string, 必填), [可选参数：filter (OData格式), select, expand, top, orderby]	查询结果集（JSON格式）

Dynamics 365 MCP Server Integration

Prerequisites 📝

Before setting up the project, ensure you have the following:

• Python 3.10 or later
• Access to a Dynamics 365 instance with API permissions
• Azure Active Directory (AAD) application configured with Dynamics 365 API access
  • Application must have the following permissions:
    • Dynamics CRM user_impersonation
    • Office 365 Exchange Online

Setup & Installation ⚙️

1. Clone Repository

git clone https://github.com/your-repo/Dynamic_CRM_MCP_Server.git
cd Dynamic_CRM_MCP_Server

2. Install Dependencies

pip install -r requirements.txt

Claude for Desktop Integration 🖥️

Add this configuration to your Claude settings file (settings.json):

{
    "mcpServers": {
        "Dynamic_CRM_MCP_Server": {
            "command": "python",
            "args": ["Dynamic_CRM_MCP_Server/server.py"],
            "env": {
                "CLIENT_ID": "<your_client_id>",
                "CLIENT_SECRET": "<your_client_secret>",
                "TENANT_ID": "<your_tenant_id>",
                "RESOURCE": "<your_dynamics365_resource_url>"
            }
        }
    }
}

Note

Replace values in <angle_brackets> with your actual credentials:

CLIENT_ID: Azure AD Application ID

CLIENT_SECRET: Azure AD Client Secret

TENANT_ID: Azure Directory (tenant) ID

RESOURCE: Dynamics 365 instance URL (e.g. https://orgname.crm.dynamics.com)