
Dynamics 365 Sales MCP
A fully customizable MCP server for Dynamics 365 Sales. It runs on the standard Dataverse Web API, so calls are covered by your existing Dynamics licence — no Copilot Credits, and no admin enablement to switch it on. Add your own tools, put Dynamics behind one MCP server together with your other systems, and share it with your whole team.
Where do you want to use this MCP?
The Dynamics 365 Sales MCP works in any MCP-compatible AI tool.
...and every other MCP-compatible AI tool.
Tools available in the MCP
Get started with these Dynamics 365 Sales tools out of the box. When your workflow needs more, build any custom tool in superglue and add it to the MCP.
| Tool | What it does |
|---|---|
| List accounts | Account records with name, number and creation date. OData filters for migration checks. |
| List contacts | Contacts with email and job title. Spot missing emails or broken parent links fast. |
| List open opportunities | The open pipeline with estimated value and close date. Verify pipeline numbers during UAT. |
| Leads | Lead records with subject, name and company. Validate migrated leads. |
| Cases | Cases with ticket number and status. Verify migrated service data. |
| Users | System users with email and state. Check owner mappings during migrations. |
| Products | The product catalog with number and state. Verify migrated products. |
| Query any Dataverse entity | Custom entities and everything else: query any entity set with $filter and $select. The workhorse for validation. |