Dynamics 365 MCP Server — C# / .NET 8

A Model Context Protocol (MCP) server written in C# that lets AI assistants read data from Microsoft Dynamics 365 CRM through natural language.

What it does

Bridges AI clients (Claude Desktop, LibreChat) to Dynamics 365 via OData v4. The AI can discover entity schemas, query records, and look up option set values — all backed by real CRM data rather than hallucinated field names.

Blindfold Strategy: MetadataService strips system and audit fields from D365 metadata before the LLM sees them. This prevents the model from inventing field names that don't exist.

Tools

Resources & Prompts

Prerequisites

• .NET 8 SDK
• A Microsoft Entra ID (Azure AD) App Registration with:
  • Client credentials (client ID + secret)
  • API permission: Dynamics CRM → user_impersonation (delegated) or a D365 application user with the appropriate security role

Stack

• .NET 8, C# 12
• ModelContextProtocol 1.2.0 — attribute-based tool/resource/prompt discovery
• Microsoft.Identity.Client (MSAL) — OAuth2 client credentials with built-in token caching
• IHttpClientFactory + DelegatingHandler — automatic Bearer token injection on all D365 calls

Quick start

1. Configuration

The server reads credentials from environment variables or appsettings.Development.json. The environment variables use .NET's double-underscore section notation:

D365__BaseUrl=https://your-org.crm4.dynamics.com
D365__ClientId=<azure-app-client-id>
D365__ClientSecret=<azure-app-client-secret>
D365__TenantId=<azure-tenant-id>

For local development, create appsettings.Development.json (already in .gitignore):

{
  "D365": {
    "BaseUrl": "https://your-org.crm4.dynamics.com",
    "ClientId": "<azure-app-client-id>",
    "ClientSecret": "<azure-app-client-secret>",
    "TenantId": "<azure-tenant-id>"
  }
}

2. Run modes

dotnet run                    # Test — verifies D365 connectivity and exits
dotnet run -- --stdio         # Claude Desktop (stdio transport)
dotnet run -- --sse           # SSE server on port 3001

3. Claude Desktop

Build a self-contained publish first:

dotnet publish -c Release -o publish

Add this block to ~/Library/Application Support/Claude/claude_desktop_config.json (on Windows: %APPDATA%\Claude\claude_desktop_config.json):

{
  "mcpServers": {
    "dynamics365": {
      "command": "/u

... [View full README on GitHub](https://github.com/dglalperen/dynamics365-mcp-server#readme)