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D365 Connector

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Enables natural language querying of Dynamics 365 Finance & Operations by using Azure OpenAI to generate OData queries, fetch data, and refine responses.

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Описание

Enables natural language querying of Dynamics 365 Finance & Operations by using Azure OpenAI to generate OData queries, fetch data, and refine responses.

README

This project demonstrates how to build a custom Model Context Protocol (MCP) server that integrates Azure OpenAI with Dynamics 365 Finance & Operations (D365 F&O). The server leverages natural language input to generate valid OData queries, fetch data from D365, and process results using a Large Language Model (LLM).


🔧 Architecture Overview

![Architecture Diagram] alt text

Components:

  • Client (User): Sends natural language queries.
  • MCP Server (FastAPI): Parses the input, uses Azure OpenAI to generate an OData query.
  • D365 F&O: Returns matching business data using OData.
  • Azure OpenAI: Used twice — once to generate the OData query, and again to post-process the response.
  • Output: Cleaned and focused data returned to the calling system.

📦 Technology Stack

  • Python 3.10+
  • FastAPI
  • Azure OpenAI (openai Python SDK)
  • Requests (for HTTP calls)
  • OAuth2 for secure access to D365 F&O

🛠 SDKs Used

  • OpenAI SDK – For communicating with Azure OpenAI deployments.
  • Requests – For REST API calls to D365 and token endpoints.
  • Pydantic + FastAPI – For building the RESTful MCP interface.

🌐 Public MCP Servers (Non-Microsoft)

While this implementation is custom-built for D365 F&O, several public MCP servers exist in the ecosystem — especially for open-source or OSS-focused LLM projects:

  • LangChain MCP Examples
  • Haystack LLM Agent Servers
  • DSPy Agent Context Servers
  • AutoGen Frameworks with context protocol layers

These are usually used for document retrieval, QA systems, and autonomous agents.


📘 Example Scenario

"Show me top 10 customers from California with credit limit over $10,000"

How It Works:

  1. User sends a natural language request.
  2. MCP Server uses LLM to generate this OData query:
CustomersV3?$filter=State eq 'CA' and CreditLimit gt 10000&$top=10
  1. MCP Server calls the D365 F&O endpoint with this query.
  2. Response is then passed back to the LLM for post-processing to extract just the Customer Name and ID.
  3. Final cleaned output is returned to the caller.

💡 LLM Prompting Strategy

Two distinct prompts are used:

  • Prompt #1 (Generate OData Query) – Guides the LLM to only return a valid OData URL fragment.
  • Prompt #2 (Refine Response) – Extracts only CustomerAccount and CustomerName from the raw OData response.


📂 Getting Started

  1. Clone the repo.
  2. Copy .env.sample to .env and fill in your keys.
  3. Run the server:
uvicorn main:app --reload

🔐 Security

Make sure .env is added to .gitignore. Do not commit your credentials or secrets.


Testing

Use CURL or tools like PostMan to send API call: Invoke-RestMethod -Uri http://127.0.0.1:8000/api/mcp -Method POST -Body '{"name":"Test","context":"Get Customers and first only"}' ` -ContentType "application/json"

📄 License

MIT License

from github.com/UmarSardarMS/mcp-d365-connector

Установка D365 Connector

У этого сервера нет опубликованного пакета — он собирается из исходников. Открой репозиторий и следуй инструкции в README.

▸ github.com/UmarSardarMS/mcp-d365-connector

FAQ

D365 Connector MCP бесплатный?

Да, D365 Connector MCP бесплатный — установка в пару кликов через Unyly без оплаты.

Нужен ли API-ключ для D365 Connector?

Нет, D365 Connector работает без API-ключей и переменных окружения.

D365 Connector — hosted или self-hosted?

Доступен hosted-вариант: Unyly запускает сервер в облаке, локальная установка не обязательна.

Как установить D365 Connector в Claude Desktop, Claude Code или Cursor?

Открой D365 Connector на unyly.org, выбери вкладку своего клиента (Claude Desktop, Claude Code, Cursor) и нажми Install — конфиг сгенерируется автоматически, без правки JSON.

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