D365 OData MCP Server

An MCP (Model Context Protocol) server that enables AI assistants to query Microsoft Dynamics 365 data via OData API. Supports both Dataverse and Finance & Operations (F&O).

Features

• ✅ Full OData query support: $filter, $select, $orderby, $top, $skip, $expand, $count
• ✅ Cross-company queries (F&O)
• ✅ Azure AD authentication (Cloud D365)
• ✅ ADFS authentication (On-premise D365)
• ✅ Automatic token refresh
• ✅ Retry with exponential backoff
• ✅ Works with OpenAI Codex, Claude Desktop, and other MCP clients

Quick Start

Step 1: Install

cargo install d365-odata-mcp

Upgrade to Latest Version

cargo install d365-odata-mcp --force

Step 2: Create Azure AD App

1. Go to Azure Portal
2. Navigate to Microsoft Entra ID → App registrations → New registration
3. Name your app (e.g., D365 MCP)
4. Note down:
   • Tenant ID (from Overview)
   • Client ID (Application ID)
5. Go to Certificates & secrets → New client secret → Copy the Secret Value
6. Go to API permissions → Add a permission:
   • For Dataverse: Dynamics CRM → user_impersonation
   • For F&O: Dynamics ERP → CustomService.FullAccess
7. Click Grant admin consent

Step 3: Configure Your AI Client

Choose your AI client below:

Configuration for OpenAI Codex

Edit ~/.codex/config.toml:

[mcp_servers.d365]
command = "d365-odata-mcp"

[mcp_servers.d365.env]
TENANT_ID = "your-tenant-id"
CLIENT_ID = "your-client-id"
CLIENT_SECRET = "your-client-secret"
ENDPOINT = "https://your-org.crm.dynamics.com/api/data/v9.2/"
PRODUCT = "dataverse"

For F&O:

[mcp_servers.d365]
command = "d365-odata-mcp"

[mcp_servers.d365.env]
TENANT_ID = "your-tenant-id"
CLIENT_ID = "your-client-id"
CLIENT_SECRET = "your-client-secret"
ENDPOINT = "https://your-org.sandbox.operations.dynamics.com/data/"
PRODUCT = "finops"

Verify installation:

codex mcp list

Configuration for Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "d365": {
      "command": "d365-odata-mcp",
      "env": {
        "TENANT_ID": "your-tenant-id",
        "CLIENT_ID": "your-client-id",
        "CLIENT_SECRET": "your-client-secret",
        "ENDPOINT": "https://your-org.crm.dynamics.com/api/data/v9.2/",
        "PRODUCT": "dataverse"
      }
    }
  }
}

Configuration for Gemini (Antigravity)

Add workflow file .agent/workflows/d365-query.md to your project:

---
description: How to query D365 Finance & Operations data via d365-odata-mcp
---

# D365 OData Query

Query D365 data via command line:

\```bash
export TENANT_ID="your-tenant-id"
export CLIENT_ID="your-client-id"
export CLIENT_SECRET="your-client-secret"
export ENDPOINT="https://your-org.sandbox.operations.dynamics.com/data/"
export PRODUCT="finops"

echo '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"query_entity","arguments":{"entity":"CustomersV3","top":"10"}}}' | d365-odata-mcp 2>/dev/null | jq '.result.content[0].text' -r
\```

Available Tools

1. list_entities

List all available D365 entities:

"List all D365 entities"

2. query_entity

Query data with full OData support:

Examples:

"Query CustomersV3, show first 10 records"
"Query SalesOrderHeaders where dataAreaId is 'bc', order by SalesOrderNumber desc"
"Get inventory where warehouse is 'WH01' with count"

3. get_entity_schema

Get available fields for an entity:

"Show schema for SalesOrderHeaders"

4. get_record

Get a single record by ID:

"Get customer record with ID 'CUS-001'"

5. get_environment_info

Get D365 environment information:

"Show D365 environment info"

Environment Variables

Configuration for On-Premise D365 (ADFS)

For D365 F&O on-premise with ADFS authentication:

# ~/.codex/config.toml

[mcp_servers.d365_onprem]
command = "d365-odata-mcp"

[mcp_servers.d365_onprem.env]
AUTH_TYPE = "adfs"
TENANT_ID = "adfs"
CLIENT_ID = "your-adfs-client-id"
CLIENT_SECRET = "your-adfs-secret"
TOKEN_URL = "https://your-adfs-server.com/adfs/oauth2/token"
RESOURCE = "https://your-d365-onprem.com"
ENDPOINT = "https://your-d365-onprem.com/namespaces/AXSF/data/"
PRODUCT = "finops"

Common F&O Entities

OData Filter Syntax

Testing

Test the server directly:

export TENANT_ID="..." CLIENT_ID="..." CLIENT_SECRET="..." ENDPOINT="..." PRODUCT="finops"
echo '{"jsonrpc":"2.0","id":1,"method":"tools/list"}' | d365-odata-mcp

License

MIT License - see LICENSE for details.

Contributing

Contributions welcome! Please open an issue or submit a PR.