Connectors · CRM & sales

Microsoft Dynamics 365 MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Microsoft Dynamics 365 and the rest of your systems. It gives your agent 693 Microsoft Dynamics 365 actions (249 reads, 346 writes and 98 that wait for a confirmation) and holds the Microsoft Dynamics 365 credential itself, so the agent never does. It paces Microsoft Dynamics 365's limits and records every call.

Connect Microsoft Dynamics 365 free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

693actionsin one signed file
249readlook, never change
346writecreate and update
98wait for a yesdestructive, confirmed first

Set up

Connect Microsoft Dynamics 365 in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Microsoft Dynamics 365.
OAuth 2.0, client credentials. Paste the app's client id and secret; actionlake fetches and renews the token, and nobody has to sign in. actionlake stores what you paste write-only, sealed under your tenant's key.
- client_idEntra application (client) id
- client_secretEntra client secret
- api_hostWhere your Microsoft Dynamics 365 lives: your api host
- tenant_idYour Microsoft Dynamics 365 tenant id
```
account { op: "connections.requirements", service: "dynamics365" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "dynamics365.functions.organization_info" }# retrieveorganizationinfo · read · 1 upstream callcheck { action: "dynamics365.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Microsoft Dynamics 365 at a glance

Sign-in: OAuth 2.0, client credentials. Paste the app's client id and secret; actionlake fetches and renews the token, and nobody has to sign in.
You provide: client_idclient_secret
Setup fields: api_hosttenant_id
Limits we pace to: 6,000 calls per 5 minutes, per connection
API covered: Microsoft Dynamics 365 (Dataverse) API v9.2, at your Microsoft Dynamics 365 instance's API base URL, which you enter when connecting (path /api/data/v9.2)
Built from: Microsoft Dynamics 365's documentation, read 19 September 2026learn.microsoft.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 248 of 249 reads, for up to an hour; a write clears what it affects
Ready-made plans: 10 in the store
Shared entities: 20, so ask can line Microsoft Dynamics 365 up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Microsoft Dynamics 365.

693 actions in 1 area. Every one carries its effect, so a key can allow the reads and hold the rest.

249readlook, never change
346writecreate and update
98destructivewait for a confirmation

Dynamics365
693
249 read · 346 write · 98 destructive
List contacts · List accounts · List opportunities · List systemusers

Top actions

The Microsoft Dynamics 365 API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 379 of Microsoft Dynamics 365's 391 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`dynamics365.contacts.list`List contacts	List contacts with $select, $filter, $orderby, $expand and $apply.	read	`crm.contact.list`177 connectors
`dynamics365.accounts.list`List accounts	List accounts with $select, $filter, $orderby, $expand and $apply.	read	`crm.company.list`162 connectors
`dynamics365.opportunities.list`List opportunities	List opportunities with $select, $filter, $orderby, $expand and $apply.	read	`crm.deal.list`43 connectors
`dynamics365.systemusers.list`List systemusers	List systemusers with $select, $filter, $orderby, $expand and $apply.	read	`identity.user.list`474 connectors
`dynamics365.leads.list`List leads	List leads with $select, $filter, $orderby, $expand and $apply.	read	`crm.lead.list`28 connectors
`dynamics365.competitors.list`List competitors	List competitors with $select, $filter, $orderby, $expand and $apply.	read	`crm.company.list`162 connectors
`dynamics365.contacts.create`Create a contact	Insert a row, supplying its columns as a free-form object.	write	`crm.contact.create`161 connectors
`dynamics365.accounts.create`Create an account	Insert a row, supplying its columns as a free-form object.	write	`crm.company.create`142 connectors
`dynamics365.competitors.create`Create a competitor	Insert a row, supplying its columns as a free-form object.	write	`crm.company.create`142 connectors
`dynamics365.teams.list`List teams	List teams with $select, $filter, $orderby, $expand and $apply.	read	`identity.group.list`262 connectors
`dynamics365.incidents.list`List incidents	List incidents with $select, $filter, $orderby, $expand and $apply.	read	`service.ticket.list`56 connectors
`dynamics365.contacts.delete`Delete a contact	Delete one row by GUID.	destructive	`crm.contact.delete`147 connectors

Try it

Prompts to paste into Claude.

Each one names the Microsoft Dynamics 365 actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which Microsoft Dynamics 365 invoices are more than 30 days overdue? Group them by customer with the total owed.
callsdynamics365.invoices.list
Planwrite
Triage a case against its SLA in Microsoft Dynamics 365.
callsdynamics365.incidents.getdynamics365.slas.listdynamics365.actions.kb_full_text_searchdynamics365.actions.release_to_queuedynamics365.incidents.update
Planwrite
Qualify a lead and hand it to an owner in Microsoft Dynamics 365.
callsdynamics365.functions.whoamidynamics365.systemusers.listdynamics365.leads.updatedynamics365.actions.set_statedynamics365.phonecalls.update
Writewrite
Create a contact in Microsoft Dynamics 365. Show me exactly what you will send before you save it.
callsdynamics365.contacts.create
Across systemsread
Which Microsoft Dynamics 365 companies have invoices in ConnectWise PSA, and how many each?
callsdynamics365.accounts.listconnectwise_manage.invoices.list

Across your systems

Microsoft Dynamics 365, joined to the rest of your business.

One ask fetches from Microsoft Dynamics 365 and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

Which Microsoft Dynamics 365 companies have invoices in ConnectWise PSA, and how many each?
dynamics365.accounts.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA
Which Microsoft Dynamics 365 companies have invoices in NetSuite, and how many each?
dynamics365.accounts.list + netsuite.views.invoices, on crm.company · NetSuite

Also mapped by other connectorsidentity.user 517identity.group 239crm.company 227crm.contact 192commerce.product 109identity.role 107work.task 105finance.invoice 91

ask

ask {  intent: "which Microsoft Dynamics 365 companies have invoices in ConnectWise PSA, and how many each",  steps: [    { action: "dynamics365.accounts.list", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

The plan store

Ready-made plans for Microsoft Dynamics 365.

10 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design.

Chase overdue invoices by email
Use it when Finance wants overdue invoices chased with a logged CRM activity rather than an external mail merge.
A person decidesSend an overdue-payment email for each of the invoices found by this run.
Effect
write
Steps
4 · loops
Needs
email template
Install
dynamics365-overdue-invoice-chase
Raise renewal appointments for expiring contracts
Use it when Contracts are coming up for renewal and each needs a scheduled renewal conversation.
A person decidesBook a renewal appointment for each expiring service contract in this run.
Effect
write
Steps
4 · loops
Needs
appointment template and window end
Install
dynamics365-service-contract-renewal
Triage a case against its SLA
Use it when A support lead needs a single case assessed, matched to knowledge and put back in the right queue.
Effect
write
Steps
5
Needs
case id, queueitem id and search text
Install
dynamics365-case-sla-triage
Qualify a lead and hand it to an owner
Use it when An inbound lead has been worked and must be qualified and assigned to a salesperson.
Effect
write
Steps
5
Needs
lead id, phonecall id and qualification note
Install
dynamics365-lead-qualification-handoff
Audit a price list against its product items
Use it when Someone needs to review a price list before it is published or handed to sales.
Effect
write
Steps
5
Needs
audit note, currency id and pricelevel id
Install
dynamics365-price-list-audit
Win a quote and raise the invoice
Use it when A deal has been verbally accepted and the quote must be turned into a locked invoice.
A person decidesMark quote quote id as won and raise a locked invoice from opportunity opportunity id.
Effect
write
Steps
5
Needs
opportunity id, quote close and quote id
Install
dynamics365-quote-to-order-close
Export a solution as a backup
Use it when Someone is about to change a managed solution and wants an export taken first.
Effect
write
Steps
5
Needs
solution id and solution name
Install
dynamics365-solution-export-backup
Flag stale open opportunities for the owner
Use it when A sales manager wants stale pipeline chased without deleting or closing anything.
A person decidesWrite a follow-up flag onto items stale open opportunities.
Effect
write
Steps
5 · loops
Needs
days idle and flag note
Install
dynamics365-stale-opportunity-sweep
Merge a duplicate account into the survivor
Use it when Two account records are known duplicates and one must be merged away safely.
A person decidesMerge account name into name — this cannot be undone.
Effect
write
Steps
6
Needs
duplicate id, merge note and survivor id
Install
dynamics365-account-merge-cleanup
Clear abandoned queue items from a backlog
Use it when A support queue has filled with abandoned items that must be removed rather than reassigned.
A person decidesPermanently delete every abandoned queue item found by this run.
Effect
destructive
Steps
5 · loops
Needs
idle since
Install
dynamics365-queue-backlog-purge

install a plan

account { op: "plans.install", slug: "dynamics365-overdue-invoice-chase" }
# then ask for it by name; a schedule can run it on a timetable

Governance for Microsoft Dynamics 365

Destructive actions wait for a yes.

98 Microsoft Dynamics 365 actions are destructive. The first 10:

Delete a contactdynamics365.contacts.delete
Delete an accountdynamics365.accounts.delete
Delete a competitordynamics365.competitors.delete
Delete an opportunitiedynamics365.opportunities.delete
Delete a leaddynamics365.leads.delete
Delete a systemuserdynamics365.systemusers.delete
Delete a teamdynamics365.teams.delete
Delete an incidentdynamics365.incidents.delete
Delete a taskdynamics365.tasks.delete
Delete a securityroledynamics365.securityroles.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dodynamics365.contacts.deleteconfirm_policy: human

Delete a contact?

intent: the user asked me to delete a contact

run suspended · waiting for a named person · key dynamics365-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "dynamics365-agent",  allowed_actions: ["dynamics365.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "dynamics365.contacts.delete", approver: "[email protected]" },    { match: "dynamics365.accounts.delete", approver: "[email protected]" },    { match: "dynamics365.competitors.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Microsoft Dynamics 365 only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Microsoft Dynamics 365 costs on actionlake.

Every Microsoft Dynamics 365 action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Microsoft Dynamics 365 refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 693 Microsoft Dynamics 365 actions
70actions pageeach page of a long list is one call
248reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Microsoft Dynamics 365 action.

693 actions by area: the id your agent calls, what it does, and its effect.

Dynamics365693

dynamics365.accounts.listList accountsread
dynamics365.contacts.listList contactsread
dynamics365.opportunities.listList opportunitiesread
dynamics365.systemusers.listList systemusersread
dynamics365.accounts.createCreate an accountwrite
dynamics365.accounts.deleteDelete an accountdestructive
and 687 more in this area

This index shows a sample of each area. All 693 actions, with their inputs and prices, are in the catalogue, which a free sandbox key can search.

Questions

The Microsoft Dynamics 365 MCP server, answered.

Is there a Microsoft Dynamics 365 MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 693 Microsoft Dynamics 365 actions, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Microsoft Dynamics 365.

What do I need to connect Microsoft Dynamics 365?

Entra application (client) id and Entra client secret. Plus your api host and your tenant id. The free call account { op: "connections.requirements", service: "dynamics365" } lists exactly what to paste.

Can an AI agent delete or change things in Microsoft Dynamics 365?

Only if its key allows it, and only with an explicit confirmation. 98 Microsoft Dynamics 365 actions are destructive, including delete a contact, delete an account and delete a competitor. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Microsoft Dynamics 365 API limit?

actionlake paces every call to the limits in the Microsoft Dynamics 365 service file: 6,000 calls per 5 minutes per connection. Repeated reads are answered from cache (248 Microsoft Dynamics 365 actions can be), which never reaches Microsoft Dynamics 365.

What does a Microsoft Dynamics 365 action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (70 Microsoft Dynamics 365 actions page). Cache hits, searches, dry runs and calls Microsoft Dynamics 365 refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Microsoft Dynamics 365 API does it cover?

The Microsoft Dynamics 365 (Dataverse) API v9.2 at your Microsoft Dynamics 365 instance's API base URL, which you enter when connecting (path /api/data/v9.2). It is built from Microsoft Dynamics 365's documentation as read on 19 September 2026. 693 actions in 1 area, each one in the signed service file (version 1.0.0).

Can I combine Microsoft Dynamics 365 with my other systems?

Yes. ask joins Microsoft Dynamics 365 to ConnectWise PSA or NetSuite on the same customer and returns the answer rather than every row. Microsoft Dynamics 365 maps crm.company, which 227 other connectors also map.

Does actionlake keep my Microsoft Dynamics 365 data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Microsoft Dynamics 365 credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Microsoft Dynamics 365 today.

Connect Microsoft Dynamics 365 free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Microsoft Dynamics 365 MCP server for AI agents.

Connect Microsoft Dynamics 365 in three steps.

Add actionlake to Claude.

Connect Microsoft Dynamics 365.

Make the first call. Check before a write.

What an AI agent can do in Microsoft Dynamics 365.

Dynamics365

The Microsoft Dynamics 365 API, shaped for agents.

Prompts to paste into Claude.

Microsoft Dynamics 365, joined to the rest of your business.

Ready-made plans for Microsoft Dynamics 365.

Chase overdue invoices by email

Raise renewal appointments for expiring contracts

Triage a case against its SLA

Qualify a lead and hand it to an owner

Audit a price list against its product items

Win a quote and raise the invoice

Export a solution as a backup

Flag stale open opportunities for the owner

Merge a duplicate account into the survivor

Clear abandoned queue items from a backlog

Destructive actions wait for a yes.

What Microsoft Dynamics 365 costs on actionlake.

Every Microsoft Dynamics 365 action.

The Microsoft Dynamics 365 MCP server, answered.

More connectors like Microsoft Dynamics 365

Give your agent Microsoft Dynamics 365 today.