Dynamics 365 Finance & Operations MCP Server

Dynamics 365 Finance & Operations MCP Server

The Dynamics 365 Finance & Operations (D365 F&O) MCP server is a production‑ready gateway that exposes the full breadth of D365 F&O functionality to AI assistants and other MCP‑compatible tools. By translating standard MCP calls into native D365 F&O operations, it allows developers to build intelligent assistants that can read, create, update, and query financial data without writing custom connectors for each feature. This solves the common pain point of having to maintain separate integrations for every D365 module, enabling a single, consistent protocol that works across all Microsoft Dynamics products.

At its core, the server implements the MCP resource and tool interfaces for D365 F&O entities such as invoices, purchase orders, and ledger entries. It handles authentication via Azure AD, automatically refreshing tokens and managing scopes, so AI assistants can focus on business logic rather than security plumbing. The server also supports advanced sampling and prompt customization, allowing assistants to generate context‑aware responses that reflect the latest financial state of an organization.

Key capabilities include:

• Unified Data Access – Expose all D365 F&O tables and APIs through a single MCP endpoint, eliminating the need for bespoke adapters.
• Secure OAuth Flow – Built‑in Azure AD integration with client ID, secret, and tenant management.
• Rich Toolset – Tools for CRUD operations, workflow triggers, and batch processing directly from the AI context.
• Extensible Prompts – Custom prompts can be added to tailor assistant behavior for specific finance scenarios.
• Docker & VS Code Ready – Quick deployment options that fit into modern development environments.

Real‑world use cases are plentiful: a finance chatbot can pull the latest invoice status, update payment terms, or generate variance reports on demand; a procurement assistant can create purchase orders and track delivery dates; an audit tool can query ledger entries for compliance checks—all through simple MCP calls. By integrating this server into an AI workflow, developers can rapidly prototype and deploy intelligent finance solutions that scale with the underlying D365 F&O instance, ensuring data consistency, compliance, and a seamless user experience.