D365 Finance & Operations
A comprehensive Python client library and MCP server for Microsoft Dynamics 365 Finance & Operations (D365 F&O) that provides easy access to OData endpoints, metadata operations, label management, and AI assistant integration.
What is D365 Finance & Operations?
D365 Finance & Operations is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to comprehensive python client library and mcp server for microsoft dynamics 365 finance & operations (d365 f&o) that provides easy access to odata endpoints, metadata operations, label management, and a...
A comprehensive Python client library and MCP server for Microsoft Dynamics 365 Finance & Operations (D365 F&O) that provides easy access to OData endpoints, metadata operations, label management, and AI assistant integration.
This server falls under the Business Applications category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- A comprehensive Python client library and MCP server for Mic
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx d365fo-clientConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use D365 Finance & Operations
The D365FO Client MCP server provides a comprehensive Python interface to Microsoft Dynamics 365 Finance and Operations, exposing 49 MCP tools that cover OData CRUD operations, metadata discovery, label management, database analysis, SRS report generation, and performance monitoring. It authenticates via Azure Active Directory (service principal or managed identity), supports multi-transport deployments (stdio, HTTP, SSE), and offers intelligent metadata caching to accelerate queries. Developers and business analysts use it to enable AI assistants like Claude to query, create, and update D365 F&O records, explore entity schemas, and automate ERP workflows without writing bespoke integration code.
Prerequisites
- Python 3.9 or higher with pip (or Docker for containerized deployment)
- A Microsoft Dynamics 365 Finance and Operations environment URL
- Azure Active Directory credentials: client ID, client secret, and tenant ID for service principal auth (or Managed Identity if running in Azure)
- An MCP-compatible client such as Claude Desktop or VS Code with MCP support
- Optional: Docker or Podman for containerized deployment
Install the d365fo-client package
Install the package from PyPI using pip. This installs both the Python client library and the MCP server binary.
pip install d365fo-clientSet required environment variables
Configure the D365 F&O connection by setting the base URL and Azure AD credentials as environment variables. The client also supports Azure Default Credentials if running in an Azure-managed environment.
export D365FO_BASE_URL="https://your-environment.dynamics.com"
export D365FO_CLIENT_ID="your-azure-ad-client-id"
export D365FO_CLIENT_SECRET="your-azure-ad-client-secret"
export D365FO_TENANT_ID="your-azure-ad-tenant-id"Test connectivity
Verify the server can reach your D365 F&O environment before connecting your MCP client.
d365fo-fastmcp-serverConfigure your MCP client
Add the server to your Claude Desktop configuration file. Pass the environment variables in the env block so the server receives them at startup.
Explore entity metadata
Once connected, use Claude to explore available D365 entities and their schemas before running queries.
D365 Finance & Operations Examples
Client configuration
Add this to your Claude Desktop config at ~/Library/Application Support/Claude/claude_desktop_config.json (macOS). Replace all placeholder values with your actual D365 F&O environment details.
{
"mcpServers": {
"d365fo-client": {
"command": "d365fo-fastmcp-server",
"args": [],
"env": {
"D365FO_BASE_URL": "https://your-environment.dynamics.com",
"D365FO_CLIENT_ID": "your-azure-ad-client-id",
"D365FO_CLIENT_SECRET": "your-azure-ad-client-secret",
"D365FO_TENANT_ID": "your-azure-ad-tenant-id",
"D365FO_LOG_LEVEL": "INFO"
}
}
}
}Prompts to try
Once the server is connected, use these prompts with Claude to interact with your D365 F&O environment.
- "List the top 10 customers from the CustomersV3 entity in D365"
- "Search for all available OData entities related to inventory management"
- "Retrieve the schema for the SalesOrderHeadersV2 entity"
- "Download the latest sales order report for the past 30 days"
- "Check the D365 F&O environment health and show current API performance metrics"
- "Find all open purchase orders and group them by vendor account"Troubleshooting D365 Finance & Operations
Authentication fails with 401 Unauthorized or AADSTS errors
Verify that D365FO_CLIENT_ID, D365FO_CLIENT_SECRET, and D365FO_TENANT_ID are set correctly and that the service principal has been granted the appropriate D365 F&O application user role in your Dynamics environment. Confirm D365FO_BASE_URL does not have a trailing slash.
The command d365fo-fastmcp-server is not found after pip install
Ensure the Python scripts directory is in your PATH. Try running python -m d365fo_client.server instead, or reinstall with pip install --user d365fo-client and add ~/.local/bin to your PATH.
SSL certificate errors when connecting to the D365 environment
Set the environment variable D365FO_VERIFY_SSL=false to disable certificate validation during development. For production, ensure your system trusts the certificate chain used by your Dynamics 365 environment.
Frequently Asked Questions about D365 Finance & Operations
What is D365 Finance & Operations?
D365 Finance & Operations is a Model Context Protocol (MCP) server that comprehensive python client library and mcp server for microsoft dynamics 365 finance & operations (d365 f&o) that provides easy access to odata endpoints, metadata operations, label management, and ai assistant integration. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install D365 Finance & Operations?
Follow the installation instructions on the D365 Finance & Operations GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with D365 Finance & Operations?
D365 Finance & Operations works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is D365 Finance & Operations free to use?
Yes, D365 Finance & Operations is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
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