Dynamics365 MCP for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Dynamics365 MCP or direct API to automate lead management, update contacts, track sales activity, and manage support tickets through natural language.

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Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.

16 Tools

Try Dynamics365 now

Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Dynamics365
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TOOLS

Supported Tools

Every Dynamics365 action and event your agent gets out of the box.

Create Account

Creates a new account entity record in Dynamics CRM using the Web API.

Create Case

Creates a new case (incident) entity record in Dynamics CRM using the Web API.

Create Contact

Creates a new contact entity record in Dynamics CRM using the Web API.

Create Invoice

Creates a new invoice entity record in Dynamics CRM using the Web API.

Create Lead

Creates a new lead entity record in Dynamics CRM using the Web API.

Create Opportunity

Creates a new opportunity entity record in Dynamics CRM using the Web API.

Create Sales Order

Creates a new sales order entity record in Dynamics CRM using the Web API.

Dynamicscrm get a invoice

Dynamicscrm get a invoice

Dynamicscrm get a lead

Dynamicscrm get a lead

Dynamicscrm get all leads

Dynamicscrm get all leads

Update Case

Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

Update Invoice

Updates an existing invoice entity record in Dynamics CRM using the Web API.

Update Lead

Updates an existing lead entity record in Dynamics CRM using the Web API.

Update Opportunity

Updates an existing opportunity entity record in Dynamics CRM using the Web API.

Update Sales Order

Updates an existing sales order entity record in Dynamics CRM using the Web API.

Get all invoices action

Get all invoices action

SETUP GUIDE

Connect Dynamics365 MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK and Claude Agent SDK
2

Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
Initialize the Composio client and create a Tool Router session
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'Create a new lead for Jane Doe with email jane.doe@example.com' }],
  stopWhen: stepCountIs(5)
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent
SETUP GUIDE

Connect Dynamics365 API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Dynamics365 Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Create a new sales opportunity for Acme Corp with estimated revenue of $10,000.'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Dynamics365 actions with your Agent

Why Use Composio?

AI Native Dynamics365 Integration

  • Supports both Dynamics365 MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Dynamics365 data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Dynamics365 access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Dynamics365
  • Scoped, least privilege access to Dynamics365 resources
  • Full audit trail of agent actions to support review and compliance
FAQ

Frequently asked questions

No, you can get started immediately using Composio's built-in Dynamics365 app. For production, we recommend configuring your own OAuth credentials.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

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Managed auth, hosted MCP servers, and every Dynamics365 tool your agent needs.Free to start.

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