D365FO MCP Server

Dynamics 365 Finance & Operations MCP Server

Production-ready Model Context Protocol (MCP) server that exposes the full capabilities of Microsoft Dynamics 365 Finance & Operations (D365 F&O) to AI assistants and other MCP-compatible tools. This enables sophisticated Dynamics 365 integration workflows through standardized protocol interactions.

🚀 One-Click Installation for VS Code:

🐳 Docker Installation for VS Code:

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☁️ Deploy to Azure Container Apps:

Deploy the MCP server as a secure, internet-accessible HTTP endpoint with OAuth or API Key authentication. Perfect for web integrations and remote AI assistant access.

Option 1: Using Bash Script (Recommended)

# Download and run the deployment script

curl -O https://raw.githubusercontent.com/mafzaal/d365fo-client/main/deploy-aca.sh chmod +x deploy-aca.sh

Set authentication (choose OAuth or API Key)

export D365FO_MCP_AUTH_CLIENT_ID="your-client-id" export D365FO_MCP_AUTH_CLIENT_SECRET="your-client-secret" export D365FO_MCP_AUTH_TENANT_ID="your-tenant-id"

OR

export D365FO_MCP_API_KEY_VALUE="your-secret-key"

Deploy

./deploy-aca.sh

Option 2: Using ARM Template

1. Download azure-deploy.json
2. Go to Azure Portal → Deploy a custom template
3. Click "Build your own template in the editor"
4. Paste the contents of azure-deploy.json
5. Fill in the parameters and deploy

Also includes a comprehensive Python client library for Microsoft Dynamics 365 Finance & Operations with OData endpoints, metadata operations, label management, and CLI tools.

MCP Server Overview

The d365fo-client includes a production-ready Model Context Protocol (MCP) server (d365fo-fastmcp-server) built on the FastMCP framework that exposes the full capabilities of D365 Finance & Operations to AI assistants and other MCP-compatible tools.

The server provides multi-transport support (stdio, HTTP, SSE) with enhanced performance and deployment flexibility.

Key Features

• 49 comprehensive tools covering all major D365 F&O operations across 9 functional categories
• 12 resource types with comprehensive metadata exposure and discovery capabilities
• 2 prompt templates for advanced workflow assistance
• Multi-transport support (FastMCP): stdio, HTTP, Server-Sent Events (SSE)
• Production-ready implementation with proper error handling, authentication, and security validation
• Enhanced performance (FastMCP): 40% faster startup, 15% lower memory usage
• Advanced profile management supporting multiple environments with secure credential storage
• Database analysis capabilities with secure SQL querying and metadata insights
• Session-based synchronization with detailed progress tracking and multiple sync strategies
• Multi-language support with label resolution and localization capabilities
• Enterprise security with Azure AD integration, Key Vault support, and audit logging

New in v0.3.0

• 🔧 Pydantic Settings Model: Type-safe environment variable management with validation for 35+ configuration options
• 📂 Custom Log File Support: D365FO_LOG_FILE environment variable for flexible log file paths
• 🔄 Legacy Config Migration: Automatic detection and migration of legacy configuration files
• 🌐 Environment Variable Standardization: All MCP HTTP variables now use D365FO_ prefix for consistency
• ⚡ Enhanced FastMCP Server: Improved startup configuration, error handling, and graceful shutdown
• 🔀 MCP Return Type Standardization: All MCP tools now return dictionaries instead of JSON strings for better type safety
• 🛠️ Enhanced Configuration: Support for .env files and comprehensive environment variable documentation

Quick Start

Installation and Setup

# Install d365fo-client with MCP dependencies

pip install d365fo-client

Set up environment variables

export D365FO_BASE_URL="https://your-environment.dynamics.com" export D365FO_CLIENT_ID="your-client-id" # Optional with default credentials export D365FO_CLIENT_SECRET="your-client-secret" # Optional with default credentials export D365FO_TENANT_ID="your-tenant-id" # Optional with default credentials

FastMCP Server (Recommended)

The modern FastMCP implementation provides enhanced performance and multiple transport options:

# Development (stdio transport - default)

d365fo-fastmcp-server

Production HTTP API

d365fo-fastmcp-server --transport http --port 8000 --host 0.0.0.0

Real-time Web Applications (SSE)

d365fo-fastmcp-server --transport sse --port 8001 --host 0.0.0.0

Key Benefits:

• Optimized performance with FastMCP framework
• Efficient resource usage through optimized architecture
• Multi-transport support: stdio, HTTP, Server-Sent Events (SSE)
• Enhanced error handling with better async/await support
• Production ready with web transports for API integration

Integration with AI Assistants

VS Code Integration (Recommended)

FastMCP Server with Default Credentials: Add to your VS Code mcp.json for GitHub Copilot with MCP:

{

"servers": { "d365fo-fastmcp-server": { "type": "stdio", "command": "uvx", "args": [ "--from", "d365fo-client@latest", "d365fo-fastmcp-server" ], "env": { "D365FO_BASE_URL": "https://your-environment.dynamics.com", "D365FO_LOG_LEVEL": "INFO" } } } }

Option 2: Explicit Credentials For environments requiring service principal authentication:

{

"servers": { "d365fo-fastmcp-server": { "type": "stdio", "command": "uvx", "args": [ "--from", "d365fo-client", "d365fo-fastmcp-server" ], "env": { "D365FO_BASE_URL": "https://your-envir