How to connect Dynamics365 to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Dynamics365 account to Cowork via Composio Connect, enabling it to create a new sales lead for Acme Corp, list all open invoices for this quarter, add a support case for a specific customer, and more such actions on your behalf without compromising your account security.

Connecting Dynamics365 to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Dynamics365 through MCP without you sharing account credentials directly with the agent.

The Dynamics365 MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Dynamics365 account. It provides structured and secure access to your CRM data, so your agent can perform actions like managing contacts, creating leads, tracking invoices, and automating sales workflows on your behalf.

• Automated contact, account, and lead creation: Instantly add new contacts, accounts, or leads to your CRM, ensuring your pipeline stays up to date with zero manual data entry.
• Sales opportunity and order management: Let your agent create and update opportunities or sales orders, helping your team stay organized and focused on closing deals.
• Invoice and case tracking: Retrieve, create, or manage invoices and cases directly from Dynamics365, streamlining customer service and billing operations.
• Real-time CRM record retrieval: Ask your agent to fetch specific leads, invoices, or cases by criteria, so you always have the most relevant customer data at your fingertips.
• Seamless workflow automation: Combine multiple actions—like creating a lead, generating an invoice, and opening a case—into a single smooth workflow, all triggered by your agent.