Microsoft Dynamics

CRM MCP Server for Cloudflare Workers

Available Tools

150 tools available in the Microsoft Dynamics MCP server. Each tool can be called by AI assistants to perform specific actions.

dynamics_lock_invoice_pricing

Lock the pricing on an invoice.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_cancel_invoice

Cancel an invoice.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_get_invoice

Get a single invoice by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_list_campaign_activities

List activities for a campaign.

{
  "type": "object",
  "required": [
    "campaignId"
  ],
  "properties": {
    "campaignId": {
      "type": "string"
    }
  }
}

dynamics_log_call

Log a phone call in the CRM.

Args:

contactId: Contact ID the call was with
subject: Call subject/title
notes: Call notes/summary
durationMinutes: Call duration in minutes

Returns: The created call activity.

{
  "type": "object",
  "required": [
    "contactId",
    "subject"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "Call notes/summary"
    },
    "subject": {
      "type": "string",
      "description": "Call subject/title"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    },
    "durationMinutes": {
      "type": "integer",
      "description": "Call duration in minutes"
    }
  }
}

dynamics_list_entity_attributes

List all attributes (fields) for an entity.

{
  "type": "object",
  "required": [
    "entityLogicalName"
  ],
  "properties": {
    "attributeType": {
      "type": "string",
      "description": "Filter by attribute type"
    },
    "entityLogicalName": {
      "type": "string",
      "description": "Entity logical name"
    }
  }
}

dynamics_list_activities

List activities (calls, emails, tasks, etc.) from the CRM.

Args:

recordId: Filter by associated record ID (contact, company, or deal)
limit: Number of activities to return (1-100, default: 20)
cursor: Pagination cursor
format: Response format

Returns: Paginated list of activities.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    },
    "recordId": {
      "type": "string",
      "description": "Filter by associated record ID"
    }
  }
}

dynamics_update_invoice

Update an existing invoice.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "dueDate": {
      "type": "string"
    },
    "description": {
      "type": "string"
    }
  }
}

dynamics_log_email

Log an email in the CRM.

Args:

contactId: Contact ID the email was with
subject: Email subject
body: Email body content
direction: 'sent' for outgoing, 'received' for incoming

Returns: The created email activity.

{
  "type": "object",
  "required": [
    "contactId",
    "subject",
    "body"
  ],
  "properties": {
    "body": {
      "type": "string",
      "description": "Email body content"
    },
    "subject": {
      "type": "string",
      "description": "Email subject"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID"
    }
  }
}

dynamics_create_task

Create a task in the CRM.

Args:

subject: Task subject/title
body: Task description
dueDate: Due date (ISO 8601)
contactIds: Associated contact IDs
companyId: Associated company ID
dealId: Associated deal ID

Returns: The created task.

{
  "type": "object",
  "required": [
    "subject"
  ],
  "properties": {
    "body": {
      "type": "string",
      "description": "Task description"
    },
    "dealId": {
      "type": "string",
      "description": "Associated deal ID"
    },
    "dueDate": {
      "type": "string",
      "description": "Due date (ISO 8601)"
    },
    "subject": {
      "type": "string",
      "description": "Task subject/title"
    },
    "companyId": {
      "type": "string",
      "description": "Associated company ID"
    },
    "contactIds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Associated contact IDs"
    }
  }
}

dynamics_create_appointment

Create an appointment in Dynamics 365.

{
  "type": "object",
  "required": [
    "subject",
    "scheduledStart",
    "scheduledEnd"
  ],
  "properties": {
    "subject": {
      "type": "string",
      "description": "Appointment subject"
    },
    "location": {
      "type": "string",
      "description": "Appointment location"
    },
    "description": {
      "type": "string",
      "description": "Appointment description"
    },
    "regardingId": {
      "type": "string",
      "description": "Regarding record ID"
    },
    "scheduledEnd": {
      "type": "string",
      "description": "End date/time (ISO 8601)"
    },
    "isAllDayEvent": {
      "type": "boolean"
    },
    "regardingType": {
      "type": "string",
      "description": "Regarding entity type (contact, account, opportunity)"
    },
    "scheduledStart": {
      "type": "string",
      "description": "Start date/time (ISO 8601)"
    },
    "optionalAttendees": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional attendee IDs"
    },
    "requiredAttendees": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Required attendee IDs"
    }
  }
}

dynamics_get_activity

Get a single activity by ID.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Activity ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    },
    "activityType": {
      "enum": [
        "task",
        "phonecall",
        "email",
        "appointment",
        "letter",
        "fax"
      ],
      "type": "string",
      "description": "Activity type"
    }
  }
}

dynamics_search_contacts

Search for contacts matching criteria.

Args:

query: Search query string
limit: Maximum results to return
format: Response format

Returns: Paginated list of matching contacts.

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "description": "Search query"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_update_activity

Update an existing activity.

{
  "type": "object",
  "required": [
    "id",
    "activityType"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Activity ID"
    },
    "subject": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "activityType": {
      "enum": [
        "task",
        "phonecall",
        "email",
        "appointment",
        "letter",
        "fax"
      ],
      "type": "string",
      "description": "Activity type"
    },
    "priorityCode": {
      "type": "integer",
      "description": "1=Low, 2=Normal, 3=High"
    },
    "scheduledEnd": {
      "type": "string"
    },
    "scheduledStart": {
      "type": "string"
    }
  }
}

dynamics_delete_activity

Delete an activity from Dynamics 365.

{
  "type": "object",
  "required": [
    "id",
    "activityType"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Activity ID"
    },
    "activityType": {
      "enum": [
        "task",
        "phonecall",
        "email",
        "appointment",
        "letter",
        "fax"
      ],
      "type": "string",
      "description": "Activity type"
    }
  }
}

dynamics_complete_activity

Mark an activity as completed.

{
  "type": "object",
  "required": [
    "id",
    "activityType"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Activity ID"
    },
    "activityType": {
      "enum": [
        "task",
        "phonecall",
        "email",
        "appointment",
        "letter",
        "fax"
      ],
      "type": "string",
      "description": "Activity type"
    }
  }
}

dynamics_cancel_activity

Cancel an activity.

{
  "type": "object",
  "required": [
    "id",
    "activityType"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Activity ID"
    },
    "activityType": {
      "enum": [
        "task",
        "phonecall",
        "email",
        "appointment",
        "letter",
        "fax"
      ],
      "type": "string",
      "description": "Activity type"
    }
  }
}

dynamics_create_letter

Create a letter activity in Dynamics 365.

{
  "type": "object",
  "required": [
    "subject"
  ],
  "properties": {
    "address": {
      "type": "string",
      "description": "Recipient address"
    },
    "subject": {
      "type": "string",
      "description": "Letter subject"
    },
    "description": {
      "type": "string",
      "description": "Letter content/body"
    },
    "regardingId": {
      "type": "string",
      "description": "Regarding record ID"
    },
    "regardingType": {
      "type": "string",
      "description": "Regarding entity type"
    }
  }
}

dynamics_create_fax

Create a fax activity in Dynamics 365.

{
  "type": "object",
  "required": [
    "subject"
  ],
  "properties": {
    "subject": {
      "type": "string",
      "description": "Fax subject"
    },
    "faxNumber": {
      "type": "string",
      "description": "Fax number"
    },
    "description": {
      "type": "string",
      "description": "Fax description"
    },
    "regardingId": {
      "type": "string",
      "description": "Regarding record ID"
    },
    "regardingType": {
      "type": "string",
      "description": "Regarding entity type"
    }
  }
}

dynamics_list_activities_by_type

List activities filtered by type.

{
  "type": "object",
  "required": [
    "activityType"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "regardingId": {
      "type": "string",
      "description": "Filter by regarding record ID"
    },
    "activityType": {
      "enum": [
        "task",
        "phonecall",
        "email",
        "appointment",
        "letter",
        "fax"
      ],
      "type": "string",
      "description": "Activity type to list"
    }
  }
}

dynamics_get_activity_parties

Get parties (participants) for an activity.

{
  "type": "object",
  "required": [
    "activityId"
  ],
  "properties": {
    "activityId": {
      "type": "string",
      "description": "Activity ID"
    }
  }
}

dynamics_batch_create

Create multiple records in a single batch request. Supports up to 1000 records per batch.

{
  "type": "object",
  "properties": {}
}

dynamics_batch_update

Update multiple records in a single batch request.

{
  "type": "object",
  "properties": {}
}

dynamics_batch_delete

Delete multiple records in a single batch request.

{
  "type": "object",
  "properties": {}
}

dynamics_batch_upsert

Create or update multiple records based on alternate key or ID.

{
  "type": "object",
  "properties": {}
}

dynamics_list_campaigns

List marketing campaigns from Dynamics 365 with pagination.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_get_campaign

Get a single campaign by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_delete_invoice

Delete an invoice from Dynamics 365.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_create_campaign

Create a new marketing campaign.

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Campaign name"
    },
    "message": {
      "type": "string"
    },
    "codeName": {
      "type": "string"
    },
    "typeCode": {
      "type": "integer",
      "description": "1=Advertisement, 2=DirectMarketing, 3=Event, 4=CoMarketing, 5=Other"
    },
    "actualEnd": {
      "type": "string"
    },
    "objective": {
      "type": "string"
    },
    "actualStart": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "proposedEnd": {
      "type": "string"
    },
    "budgetedCost": {
      "type": "number"
    },
    "promotionCode": {
      "type": "string"
    },
    "proposedStart": {
      "type": "string"
    },
    "expectedRevenue": {
      "type": "number"
    },
    "expectedResponse": {
      "type": "integer"
    }
  }
}

dynamics_update_campaign

Update an existing campaign.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "message": {
      "type": "string"
    },
    "codeName": {
      "type": "string"
    },
    "typeCode": {
      "type": "integer"
    },
    "actualEnd": {
      "type": "string"
    },
    "objective": {
      "type": "string"
    },
    "actualStart": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "proposedEnd": {
      "type": "string"
    },
    "budgetedCost": {
      "type": "number"
    },
    "promotionCode": {
      "type": "string"
    },
    "proposedStart": {
      "type": "string"
    },
    "expectedRevenue": {
      "type": "number"
    },
    "expectedResponse": {
      "type": "integer"
    }
  }
}

dynamics_delete_campaign

Delete a campaign from Dynamics 365.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_create_campaign_activity

Create a new campaign activity.

{
  "type": "object",
  "required": [
    "campaignId",
    "subject"
  ],
  "properties": {
    "subject": {
      "type": "string"
    },
    "typeCode": {
      "type": "integer",
      "description": "1=Research, 2=Planning, 3=Preparation, 4=Distribution"
    },
    "campaignId": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "budgetedCost": {
      "type": "number"
    },
    "scheduledEnd": {
      "type": "string"
    },
    "scheduledStart": {
      "type": "string"
    },
    "channelTypeCode": {
      "type": "integer",
      "description": "1=Phone, 2=Appointment, 3=Letter, 4=Fax, 5=Email, 6=Other"
    }
  }
}

dynamics_list_campaign_responses

List responses for a campaign.

{
  "type": "object",
  "required": [
    "campaignId"
  ],
  "properties": {
    "campaignId": {
      "type": "string"
    }
  }
}

dynamics_create_campaign_response

Create a new campaign response.

{
  "type": "object",
  "required": [
    "campaignId",
    "subject"
  ],
  "properties": {
    "subject": {
      "type": "string"
    },
    "lastName": {
      "type": "string"
    },
    "firstName": {
      "type": "string"
    },
    "telephone": {
      "type": "string"
    },
    "campaignId": {
      "type": "string"
    },
    "receivedOn": {
      "type": "string"
    },
    "companyName": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "emailAddress": {
      "type": "string"
    },
    "responseCode": {
      "type": "integer",
      "description": "1=Interested, 2=NotInterested, 3=DoNotSend, 4=Error"
    },
    "channelTypeCode": {
      "type": "integer",
      "description": "1=Email, 2=Phone, 3=Fax, 4=Letter, 5=Appointment, 6=Other"
    }
  }
}

dynamics_add_campaign_member

Add a member (contact or lead) to a campaign.

{
  "type": "object",
  "required": [
    "campaignId",
    "entityType",
    "entityId"
  ],
  "properties": {
    "entityId": {
      "type": "string"
    },
    "campaignId": {
      "type": "string"
    },
    "entityType": {
      "enum": [
        "contact",
        "lead",
        "account"
      ],
      "type": "string"
    }
  }
}

dynamics_remove_campaign_member

Remove a member from a campaign.

{
  "type": "object",
  "required": [
    "campaignId",
    "entityType",
    "entityId"
  ],
  "properties": {
    "entityId": {
      "type": "string"
    },
    "campaignId": {
      "type": "string"
    },
    "entityType": {
      "enum": [
        "contact",
        "lead",
        "account"
      ],
      "type": "string"
    }
  }
}

dynamics_list_cases

List customer service cases from Dynamics 365 with pagination.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_get_case

Get a single case by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_create_case

Create a new customer service case.

{
  "type": "object",
  "required": [
    "title"
  ],
  "properties": {
    "title": {
      "type": "string",
      "description": "Case title"
    },
    "productId": {
      "type": "string"
    },
    "subjectId": {
      "type": "string"
    },
    "contractId": {
      "type": "string"
    },
    "customerId": {
      "type": "string",
      "description": "Customer contact or account ID"
    },
    "description": {
      "type": "string"
    },
    "caseTypeCode": {
      "type": "integer",
      "description": "1=Question, 2=Problem, 3=Request"
    },
    "customerType": {
      "enum": [
        "contact",
        "account"
      ],
      "type": "string",
      "default": "contact"
    },
    "priorityCode": {
      "type": "integer",
      "description": "1=High, 2=Normal, 3=Low"
    },
    "entitlementId": {
      "type": "string"
    },
    "caseOriginCode": {
      "type": "integer",
      "description": "1=Phone, 2=Email, 3=Web, 2483=Social"
    },
    "contractDetailId": {
      "type": "string"
    }
  }
}

dynamics_update_case

Update an existing case.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "title": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "caseTypeCode": {
      "type": "integer"
    },
    "priorityCode": {
      "type": "integer"
    },
    "caseOriginCode": {
      "type": "integer"
    }
  }
}

dynamics_delete_case

Delete a case from Dynamics 365.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_resolve_case

Resolve a case with a resolution description.

{
  "type": "object",
  "required": [
    "id",
    "subject"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "subject": {
      "type": "string",
      "description": "Resolution subject"
    },
    "resolution": {
      "type": "string"
    },
    "description": {
      "type": "string",
      "description": "Resolution description"
    },
    "billableTime": {
      "type": "integer",
      "description": "Billable time in minutes"
    }
  }
}

dynamics_cancel_case

Cancel a case.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_reactivate_case

Reactivate a resolved or cancelled case.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_list_companies

List companies from the CRM with pagination.

Args:

limit: Number of companies to return (1-100, default: 20)
cursor: Pagination cursor from previous response
format: Response format ('json' or 'markdown')

Returns: Paginated list of companies.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_get_company

Get a single company by ID.

Args:

id: The company ID
format: Response format

Returns: The company record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Company ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_update_contact

Update an existing contact.

Args:

id: Contact ID to update
email: New email address
firstName: New first name
lastName: New last name
phone: New phone number
title: New job title
companyId: New associated company ID

Returns: The updated contact record.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Contact ID to update"
    },
    "email": {
      "type": "string"
    },
    "phone": {
      "type": "string"
    },
    "title": {
      "type": "string"
    },
    "lastName": {
      "type": "string"
    },
    "companyId": {
      "type": "string"
    },
    "firstName": {
      "type": "string"
    }
  }
}

dynamics_create_company

Create a new company in the CRM.

Args:

name: Company name (required)
domain: Company domain/website
industry: Industry classification
description: Company description
numberOfEmployees: Number of employees
type: Company type (prospect, customer, partner, etc.)
phone: Phone number

Returns: The created company record.

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Company name (required)"
    },
    "type": {
      "type": "string",
      "description": "Company type"
    },
    "phone": {
      "type": "string",
      "description": "Phone number"
    },
    "domain": {
      "type": "string",
      "description": "Company domain/website"
    },
    "industry": {
      "type": "string",
      "description": "Industry classification"
    },
    "description": {
      "type": "string",
      "description": "Company description"
    },
    "numberOfEmployees": {
      "type": "integer",
      "description": "Number of employees"
    }
  }
}

dynamics_update_company

Update an existing company.

Args:

id: Company ID to update
name: New company name
domain: New domain
industry: New industry
description: New description
numberOfEmployees: New employee count
type: New company type
phone: New phone number

Returns: The updated company record.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Company ID to update"
    },
    "name": {
      "type": "string"
    },
    "type": {
      "type": "string"
    },
    "phone": {
      "type": "string"
    },
    "domain": {
      "type": "string"
    },
    "industry": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "numberOfEmployees": {
      "type": "integer"
    }
  }
}

dynamics_list_competitors

List competitors from Dynamics 365 with pagination.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_get_competitor

Get a single competitor by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_create_competitor

Create a new competitor in Dynamics 365.

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Competitor name"
    },
    "threats": {
      "type": "string"
    },
    "overview": {
      "type": "string"
    },
    "strengths": {
      "type": "string"
    },
    "keyProduct": {
      "type": "string"
    },
    "weaknesses": {
      "type": "string"
    },
    "websiteUrl": {
      "type": "string"
    },
    "tickerSymbol": {
      "type": "string"
    },
    "opportunities": {
      "type": "string"
    },
    "stockExchange": {
      "type": "string"
    }
  }
}

dynamics_update_competitor

Update an existing competitor.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "threats": {
      "type": "string"
    },
    "overview": {
      "type": "string"
    },
    "strengths": {
      "type": "string"
    },
    "keyProduct": {
      "type": "string"
    },
    "weaknesses": {
      "type": "string"
    },
    "websiteUrl": {
      "type": "string"
    },
    "tickerSymbol": {
      "type": "string"
    },
    "opportunities": {
      "type": "string"
    },
    "stockExchange": {
      "type": "string"
    }
  }
}

dynamics_delete_competitor

Delete a competitor from Dynamics 365.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_associate_competitor_to_opportunity

Associate a competitor with an opportunity.

{
  "type": "object",
  "required": [
    "competitorId",
    "opportunityId"
  ],
  "properties": {
    "competitorId": {
      "type": "string"
    },
    "opportunityId": {
      "type": "string"
    }
  }
}

dynamics_disassociate_competitor_from_opportunity

Remove a competitor association from an opportunity.

{
  "type": "object",
  "required": [
    "competitorId",
    "opportunityId"
  ],
  "properties": {
    "competitorId": {
      "type": "string"
    },
    "opportunityId": {
      "type": "string"
    }
  }
}

dynamics_list_opportunity_competitors

List competitors associated with an opportunity.

{
  "type": "object",
  "required": [
    "opportunityId"
  ],
  "properties": {
    "opportunityId": {
      "type": "string"
    }
  }
}

dynamics_list_contacts

List contacts from the CRM with pagination.

Returns a paginated list of contacts. Use the cursor from the response to fetch the next page.

Args:

limit: Number of contacts to return (1-100, default: 20)
cursor: Pagination cursor from previous response
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Contact[], count, total, hasMore, nextCursor } Markdown format: Formatted table of contacts

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of contacts to return"
    },
    "cursor": {
      "type": "string",
      "description": "Pagination cursor from previous response"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

dynamics_get_contact

Get a single contact by ID.

Args:

id: The contact ID
format: Response format ('json' or 'markdown')

Returns: The contact record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Contact ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_create_contact

Create a new contact in the CRM.

Args:

email: Email address (required)
firstName: First name
lastName: Last name
phone: Phone number
title: Job title
companyId: Associated company ID
source: Lead source

Returns: The created contact record.

{
  "type": "object",
  "required": [
    "email"
  ],
  "properties": {
    "email": {
      "type": "string",
      "description": "Email address (required)"
    },
    "phone": {
      "type": "string",
      "description": "Phone number"
    },
    "title": {
      "type": "string",
      "description": "Job title"
    },
    "source": {
      "type": "string",
      "description": "Lead source"
    },
    "lastName": {
      "type": "string",
      "description": "Last name"
    },
    "companyId": {
      "type": "string",
      "description": "Associated company ID"
    },
    "firstName": {
      "type": "string",
      "description": "First name"
    }
  }
}

dynamics_delete_contact

Delete a contact from the CRM.

Args:

id: Contact ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Contact ID to delete"
    }
  }
}

dynamics_list_deals

List deals/opportunities from the CRM with pagination.

Args:

limit: Number of deals to return (1-100, default: 20)
cursor: Pagination cursor from previous response
format: Response format ('json' or 'markdown')

Returns: Paginated list of deals.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_get_deal

Get a single deal by ID.

Args:

id: The deal ID
format: Response format

Returns: The deal record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Deal ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_create_deal

Create a new deal in the CRM.

Args:

name: Deal name (required)
amount: Deal value
currency: Currency code (e.g., 'USD', 'AUD')
stageId: Pipeline stage ID
pipelineId: Pipeline ID
closeDate: Expected close date (ISO 8601)
companyId: Associated company ID
contactIds: Associated contact IDs

Returns: The created deal record.

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Deal name (required)"
    },
    "amount": {
      "type": "number",
      "description": "Deal value"
    },
    "stageId": {
      "type": "string",
      "description": "Pipeline stage ID"
    },
    "currency": {
      "type": "string",
      "description": "Currency code"
    },
    "closeDate": {
      "type": "string",
      "description": "Expected close date (ISO 8601)"
    },
    "companyId": {
      "type": "string",
      "description": "Associated company ID"
    },
    "contactIds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Associated contact IDs"
    },
    "pipelineId": {
      "type": "string",
      "description": "Pipeline ID"
    }
  }
}

dynamics_update_deal

Update an existing deal.

Args:

id: Deal ID to update
name: New deal name
amount: New deal value
currency: New currency code
stageId: New pipeline stage ID
closeDate: New expected close date
status: Deal status ('open', 'won', 'lost')
closeReason: Reason for won/lost

Returns: The updated deal record.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Deal ID to update"
    },
    "name": {
      "type": "string"
    },
    "amount": {
      "type": "number"
    },
    "status": {
      "enum": [
        "open",
        "won",
        "lost"
      ],
      "type": "string"
    },
    "stageId": {
      "type": "string"
    },
    "currency": {
      "type": "string"
    },
    "closeDate": {
      "type": "string"
    },
    "closeReason": {
      "type": "string"
    }
  }
}

dynamics_move_deal_stage

Move a deal to a different pipeline stage.

Args:

id: Deal ID
stageId: Target stage ID

Returns: The updated deal record.

{
  "type": "object",
  "required": [
    "id",
    "stageId"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Deal ID"
    },
    "stageId": {
      "type": "string",
      "description": "Target stage ID"
    }
  }
}

dynamics_list_pipelines

List available deal pipelines and their stages.

Returns: Array of pipelines with their stages.

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_list_goals

List goals from Dynamics 365 with pagination.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_get_goal

Get a single goal by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_create_goal

Create a new goal.

{
  "type": "object",
  "required": [
    "title",
    "metricId",
    "goalOwnerId",
    "goalStartDate",
    "goalEndDate"
  ],
  "properties": {
    "title": {
      "type": "string",
      "description": "Goal title"
    },
    "metricId": {
      "type": "string",
      "description": "Goal metric ID"
    },
    "ownerType": {
      "enum": [
        "systemuser",
        "team"
      ],
      "type": "string",
      "default": "systemuser"
    },
    "fiscalYear": {
      "type": "integer"
    },
    "goalEndDate": {
      "type": "string",
      "description": "Goal end date (ISO format)"
    },
    "goalOwnerId": {
      "type": "string",
      "description": "User or team ID who owns the goal"
    },
    "targetMoney": {
      "type": "number"
    },
    "fiscalPeriod": {
      "type": "integer"
    },
    "isOverridden": {
      "type": "boolean"
    },
    "parentGoalId": {
      "type": "string"
    },
    "goalStartDate": {
      "type": "string",
      "description": "Goal start date (ISO format)"
    },
    "targetDecimal": {
      "type": "number"
    },
    "targetInteger": {
      "type": "integer"
    },
    "isFiscalPeriodGoal": {
      "type": "boolean"
    },
    "stretchTargetMoney": {
      "type": "number"
    },
    "stretchTargetDecimal": {
      "type": "number"
    },
    "stretchTargetInteger": {
      "type": "integer"
    }
  }
}

dynamics_update_goal

Update an existing goal.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "title": {
      "type": "string"
    },
    "goalEndDate": {
      "type": "string"
    },
    "targetMoney": {
      "type": "number"
    },
    "isOverridden": {
      "type": "boolean"
    },
    "goalStartDate": {
      "type": "string"
    },
    "targetDecimal": {
      "type": "number"
    },
    "targetInteger": {
      "type": "integer"
    },
    "stretchTargetMoney": {
      "type": "number"
    },
    "stretchTargetDecimal": {
      "type": "number"
    },
    "stretchTargetInteger": {
      "type": "integer"
    }
  }
}

dynamics_delete_goal

Delete a goal from Dynamics 365.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_recalculate_goal

Recalculate the rollup values for a goal.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_list_goal_metrics

List goal metrics from Dynamics 365.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    }
  }
}

dynamics_get_goal_metric

Get a single goal metric by ID.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_list_invoices

List invoices from Dynamics 365 with pagination.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_create_invoice

Create a new invoice in Dynamics 365.

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Invoice name"
    },
    "dueDate": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "priceLevelId": {
      "type": "string"
    },
    "salesOrderId": {
      "type": "string"
    },
    "customerAccountId": {
      "type": "string"
    }
  }
}

dynamics_list_leads

List leads from Dynamics 365 with pagination.

Returns a paginated list of leads. Use the cursor from the response to fetch the next page.

Args:

limit: Number of leads to return (1-100, default: 20)
cursor: Pagination cursor from previous response
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Lead[], count, total, hasMore, nextCursor } Markdown format: Formatted table of leads

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of leads to return"
    },
    "cursor": {
      "type": "string",
      "description": "Pagination cursor from previous response"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    }
  }
}

dynamics_get_lead

Get a single lead by ID.

Args:

id: The lead ID (GUID)
format: Response format ('json' or 'markdown')

Returns: The lead record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Lead ID (GUID)"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_create_lead

Create a new lead in Dynamics 365.

Args:

lastName: Last name (required)
firstName: First name
email: Email address
phone: Phone number
companyName: Company name
jobTitle: Job title
website: Website URL
subject: Lead topic/subject
description: Description/notes
leadSource: Lead source code (numeric)
leadQuality: Lead quality code (1=Hot, 2=Warm, 3=Cold)

Returns: The created lead record.

{
  "type": "object",
  "required": [
    "lastName"
  ],
  "properties": {
    "email": {
      "type": "string",
      "description": "Email address"
    },
    "phone": {
      "type": "string",
      "description": "Phone number"
    },
    "subject": {
      "type": "string",
      "description": "Lead topic/subject"
    },
    "website": {
      "type": "string",
      "description": "Website URL"
    },
    "jobTitle": {
      "type": "string",
      "description": "Job title"
    },
    "lastName": {
      "type": "string",
      "description": "Last name (required)"
    },
    "firstName": {
      "type": "string",
      "description": "First name"
    },
    "leadSource": {
      "type": "integer",
      "description": "Lead source code"
    },
    "companyName": {
      "type": "string",
      "description": "Company name"
    },
    "description": {
      "type": "string",
      "description": "Description/notes"
    },
    "leadQuality": {
      "type": "integer",
      "maximum": 3,
      "minimum": 1,
      "description": "Lead quality (1=Hot, 2=Warm, 3=Cold)"
    }
  }
}

dynamics_update_lead

Update an existing lead.

Args:

id: Lead ID to update (required)
lastName: New last name
firstName: New first name
email: New email address
phone: New phone number
companyName: New company name
jobTitle: New job title
website: New website URL
subject: New lead topic/subject
description: New description/notes
leadSource: New lead source code
leadQuality: New lead quality (1=Hot, 2=Warm, 3=Cold)

Returns: The updated lead record.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Lead ID to update"
    },
    "email": {
      "type": "string"
    },
    "phone": {
      "type": "string"
    },
    "subject": {
      "type": "string"
    },
    "website": {
      "type": "string"
    },
    "jobTitle": {
      "type": "string"
    },
    "lastName": {
      "type": "string"
    },
    "firstName": {
      "type": "string"
    },
    "leadSource": {
      "type": "integer"
    },
    "companyName": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "leadQuality": {
      "type": "integer",
      "maximum": 3,
      "minimum": 1
    }
  }
}

dynamics_delete_lead

Delete a lead from Dynamics 365.

Args:

id: Lead ID to delete

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Lead ID to delete"
    }
  }
}

dynamics_search_leads

Search for leads matching criteria.

Searches across full name, email address, and company name.

Args:

query: Search query string
limit: Maximum results to return
format: Response format

Returns: Paginated list of matching leads.

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "description": "Search query"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_qualify_lead

Qualify a lead, optionally creating an Account, Contact, and/or Opportunity.

This action converts a lead to qualified status and can automatically create related records based on the lead data.

Args:

id: Lead ID to qualify (required)
createAccount: Whether to create an Account (default: true)
createContact: Whether to create a Contact (default: true)
createOpportunity: Whether to create an Opportunity (default: true)
opportunityCurrencyId: Currency ID for the opportunity
opportunityCustomerId: Customer ID for the opportunity

Returns: Object containing IDs of created records (accountId, contactId, opportunityId).

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Lead ID to qualify"
    },
    "createAccount": {
      "type": "boolean",
      "default": true,
      "description": "Create an Account from the lead"
    },
    "createContact": {
      "type": "boolean",
      "default": true,
      "description": "Create a Contact from the lead"
    },
    "createOpportunity": {
      "type": "boolean",
      "default": true,
      "description": "Create an Opportunity from the lead"
    },
    "opportunityCurrencyId": {
      "type": "string",
      "description": "Currency ID for the opportunity"
    },
    "opportunityCustomerId": {
      "type": "string",
      "description": "Customer ID for the opportunity"
    }
  }
}

dynamics_list_entities

List all entities (tables) in Dynamics 365 with their metadata.

{
  "type": "object",
  "properties": {
    "filter": {
      "type": "string",
      "description": "Filter by entity logical name (contains)"
    },
    "includeCustom": {
      "type": "boolean",
      "default": true,
      "description": "Include custom entities"
    }
  }
}

dynamics_get_entity_metadata

Get detailed metadata for a specific entity.

{
  "type": "object",
  "required": [
    "entityLogicalName"
  ],
  "properties": {
    "entityLogicalName": {
      "type": "string"
    }
  }
}

dynamics_get_attribute_metadata

Get detailed metadata for a specific attribute.

{
  "type": "object",
  "required": [
    "entityLogicalName",
    "attributeLogicalName"
  ],
  "properties": {
    "entityLogicalName": {
      "type": "string",
      "description": "Entity logical name"
    },
    "attributeLogicalName": {
      "type": "string",
      "description": "Attribute logical name"
    }
  }
}

dynamics_get_optionset_values

Get the available values for an option set (picklist) field.

{
  "type": "object",
  "required": [
    "entityLogicalName",
    "attributeLogicalName"
  ],
  "properties": {
    "entityLogicalName": {
      "type": "string",
      "description": "Entity logical name"
    },
    "attributeLogicalName": {
      "type": "string",
      "description": "Attribute logical name"
    }
  }
}

dynamics_get_global_optionset

Get values for a global option set.

{
  "type": "object",
  "required": [
    "optionSetName"
  ],
  "properties": {
    "optionSetName": {
      "type": "string",
      "description": "Global option set name"
    }
  }
}

dynamics_list_notes

List notes from Dynamics 365 with pagination.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json"
    },
    "regardingId": {
      "type": "string",
      "description": "Filter by regarding record ID"
    },
    "regardingEntityType": {
      "type": "string",
      "description": "Filter by entity type (e.g., contact, account, opportunity)"
    }
  }
}

dynamics_get_note

Get a single note by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_create_note

Create a new note attached to a record.

{
  "type": "object",
  "required": [
    "subject",
    "regardingEntityType",
    "regardingId"
  ],
  "properties": {
    "subject": {
      "type": "string",
      "description": "Note subject"
    },
    "fileName": {
      "type": "string",
      "description": "Attachment file name"
    },
    "mimeType": {
      "type": "string",
      "description": "Attachment MIME type"
    },
    "noteText": {
      "type": "string",
      "description": "Note body text"
    },
    "regardingId": {
      "type": "string",
      "description": "Record ID to attach note to"
    },
    "documentBody": {
      "type": "string",
      "description": "Base64 encoded file content"
    },
    "regardingEntityType": {
      "type": "string",
      "description": "Entity type (e.g., contact, account, opportunity)"
    }
  }
}

dynamics_update_note

Update an existing note.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "subject": {
      "type": "string"
    },
    "fileName": {
      "type": "string"
    },
    "mimeType": {
      "type": "string"
    },
    "noteText": {
      "type": "string"
    },
    "documentBody": {
      "type": "string"
    }
  }
}

dynamics_delete_note

Delete a note from Dynamics 365.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_get_note_attachment

Get the attachment content of a note (base64 encoded).

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_list_entity_notes

List all notes for a specific entity record.

{
  "type": "object",
  "required": [
    "entityType",
    "entityId"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1
    },
    "entityId": {
      "type": "string",
      "description": "Entity record ID"
    },
    "entityType": {
      "type": "string",
      "description": "Entity type (e.g., contact, account, opportunity)"
    }
  }
}

dynamics_add_attachment_to_note

Add an attachment to an existing note.

{
  "type": "object",
  "required": [
    "noteId",
    "fileName",
    "mimeType",
    "documentBody"
  ],
  "properties": {
    "noteId": {
      "type": "string"
    },
    "fileName": {
      "type": "string",
      "description": "Attachment file name"
    },
    "mimeType": {
      "type": "string",
      "description": "Attachment MIME type"
    },
    "documentBody": {
      "type": "string",
      "description": "Base64 encoded file content"
    }
  }
}

dynamics_remove_attachment_from_note

Remove the attachment from a note.

{
  "type": "object",
  "required": [
    "noteId"
  ],
  "properties": {
    "noteId": {
      "type": "string"
    }
  }
}

dynamics_search_notes

Search notes by subject or content.

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "description": "Search query"
    }
  }
}

dynamics_list_orders

List sales orders from Dynamics 365 with pagination.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_get_order

Get a single sales order by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_create_order

Create a new sales order in Dynamics 365.

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Order name"
    },
    "quoteId": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "priceLevelId": {
      "type": "string"
    },
    "opportunityId": {
      "type": "string"
    },
    "customerAccountId": {
      "type": "string"
    },
    "requestDeliveryBy": {
      "type": "string"
    }
  }
}

dynamics_update_order

Update an existing sales order.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "requestDeliveryBy": {
      "type": "string"
    }
  }
}

dynamics_delete_order

Delete a sales order from Dynamics 365.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_list_order_details

List line items for a sales order.

{
  "type": "object",
  "required": [
    "orderId"
  ],
  "properties": {
    "orderId": {
      "type": "string"
    }
  }
}

dynamics_add_order_detail

Add a line item to a sales order.

{
  "type": "object",
  "required": [
    "salesOrderId",
    "quantity"
  ],
  "properties": {
    "tax": {
      "type": "number"
    },
    "quantity": {
      "type": "number"
    },
    "productId": {
      "type": "string"
    },
    "pricePerUnit": {
      "type": "number"
    },
    "salesOrderId": {
      "type": "string"
    },
    "productDescription": {
      "type": "string"
    },
    "manualDiscountAmount": {
      "type": "number"
    }
  }
}

dynamics_fulfill_order

Mark a sales order as fulfilled.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_cancel_order

Cancel a sales order.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_convert_order_to_invoice

Convert a sales order to an invoice.

{
  "type": "object",
  "required": [
    "orderId"
  ],
  "properties": {
    "orderId": {
      "type": "string"
    }
  }
}

dynamics_list_products

List products from the Dynamics 365 product catalog.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_get_product

Get a single product by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_create_product

Create a new product in the catalog.

{
  "type": "object",
  "required": [
    "name",
    "productNumber"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Product name"
    },
    "price": {
      "type": "number"
    },
    "currentCost": {
      "type": "number"
    },
    "description": {
      "type": "string"
    },
    "defaultUomId": {
      "type": "string"
    },
    "standardCost": {
      "type": "number"
    },
    "productNumber": {
      "type": "string",
      "description": "Unique product number"
    },
    "productTypeCode": {
      "type": "integer",
      "description": "1=SalesInventory, 2=MiscCharges, 3=Services, 4=FlatFees"
    },
    "quantityDecimal": {
      "type": "integer"
    },
    "productStructure": {
      "type": "integer",
      "maximum": 3,
      "minimum": 1,
      "description": "1=Product, 2=Family, 3=Bundle"
    },
    "defaultUomScheduleId": {
      "type": "string"
    }
  }
}

dynamics_update_product

Update an existing product.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "price": {
      "type": "number"
    },
    "currentCost": {
      "type": "number"
    },
    "description": {
      "type": "string"
    },
    "standardCost": {
      "type": "number"
    },
    "productNumber": {
      "type": "string"
    }
  }
}

dynamics_delete_product

Delete a product from the catalog.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_publish_product

Publish a product to make it available for use.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_list_price_lists

List price lists from Dynamics 365.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_get_price_list

Get a single price list by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_create_price_list

Create a new price list.

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Price list name"
    },
    "currencyId": {
      "type": "string"
    },
    "description": {
      "type": "string"
    }
  }
}

dynamics_query

Execute an advanced OData query against any Dynamics 365 entity.

Supports:

$select: Choose specific fields
$filter: Filter conditions (e.g., "statecode eq 0", "contains(name,'Acme')")
$orderby: Sort results
$expand: Include related records
$top/$skip: Pagination

Example filters:

statecode eq 0 (active records)
contains(name,'Microsoft')
createdon ge 2024-01-01
revenue gt 1000000
_parentcustomerid_value eq {guid}

{
  "type": "object",
  "required": [
    "entityType"
  ],
  "properties": {
    "top": {
      "type": "integer",
      "default": 50,
      "maximum": 5000,
      "minimum": 1,
      "description": "Max records to return"
    },
    "skip": {
      "type": "integer",
      "minimum": 0,
      "description": "Records to skip"
    },
    "count": {
      "type": "boolean",
      "default": false,
      "description": "Include total count"
    },
    "expand": {
      "type": "string",
      "description": "Related entities to include"
    },
    "filter": {
      "type": "string",
      "description": "OData filter expression"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated fields to return"
    },
    "orderby": {
      "type": "string",
      "description": "Sort expression (e.g., \"createdon desc"
    },
    "entityType": {
      "type": "string",
      "description": "Entity logical name (e.g., contact, account, opportunity)"
    }
  }
}

dynamics_aggregate

Execute an aggregate query (count, sum, avg, min, max) on an entity.

{
  "type": "object",
  "required": [
    "entityType",
    "aggregateFunction"
  ],
  "properties": {
    "field": {
      "type": "string",
      "description": "Field to aggregate (not needed for count)"
    },
    "filter": {
      "type": "string",
      "description": "OData filter expression"
    },
    "groupBy": {
      "type": "string",
      "description": "Field to group by"
    },
    "entityType": {
      "type": "string",
      "description": "Entity logical name"
    },
    "aggregateFunction": {
      "enum": [
        "count",
        "sum",
        "avg",
        "min",
        "max"
      ],
      "type": "string",
      "description": "Aggregate function"
    }
  }
}

dynamics_count

Get the count of records matching a filter.

{
  "type": "object",
  "required": [
    "entityType"
  ],
  "properties": {
    "filter": {
      "type": "string",
      "description": "OData filter expression"
    },
    "entityType": {
      "type": "string",
      "description": "Entity logical name"
    }
  }
}

dynamics_saved_query

Execute a saved (system) view query.

{
  "type": "object",
  "required": [
    "savedQueryId",
    "entityType"
  ],
  "properties": {
    "top": {
      "type": "integer",
      "maximum": 5000,
      "minimum": 1
    },
    "entityType": {
      "type": "string",
      "description": "Entity logical name"
    },
    "savedQueryId": {
      "type": "string",
      "description": "Saved query ID"
    }
  }
}

dynamics_user_query

Execute a user (personal) view query.

{
  "type": "object",
  "required": [
    "userQueryId",
    "entityType"
  ],
  "properties": {
    "top": {
      "type": "integer",
      "maximum": 5000,
      "minimum": 1
    },
    "entityType": {
      "type": "string",
      "description": "Entity logical name"
    },
    "userQueryId": {
      "type": "string",
      "description": "User query ID"
    }
  }
}

dynamics_list_quotes

List quotes from Dynamics 365 with pagination.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_get_quote

Get a single quote by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_create_quote

Create a new quote in Dynamics 365.

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Quote name"
    },
    "currencyId": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "effectiveTo": {
      "type": "string"
    },
    "priceLevelId": {
      "type": "string"
    },
    "effectiveFrom": {
      "type": "string"
    },
    "freightAmount": {
      "type": "number"
    },
    "opportunityId": {
      "type": "string"
    },
    "customerAccountId": {
      "type": "string"
    },
    "discountPercentage": {
      "type": "number"
    }
  }
}

dynamics_update_quote

Update an existing quote.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "effectiveTo": {
      "type": "string"
    },
    "effectiveFrom": {
      "type": "string"
    },
    "freightAmount": {
      "type": "number"
    },
    "discountPercentage": {
      "type": "number"
    }
  }
}

dynamics_delete_quote

Delete a quote from Dynamics 365.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_list_quote_details

List line items for a quote.

{
  "type": "object",
  "required": [
    "quoteId"
  ],
  "properties": {
    "quoteId": {
      "type": "string"
    }
  }
}

dynamics_add_quote_detail

Add a line item to a quote.

{
  "type": "object",
  "required": [
    "quoteId",
    "quantity"
  ],
  "properties": {
    "tax": {
      "type": "number"
    },
    "uomId": {
      "type": "string"
    },
    "quoteId": {
      "type": "string"
    },
    "quantity": {
      "type": "number"
    },
    "productId": {
      "type": "string"
    },
    "pricePerUnit": {
      "type": "number"
    },
    "isPriceOverridden": {
      "type": "boolean"
    },
    "productDescription": {
      "type": "string"
    },
    "manualDiscountAmount": {
      "type": "number"
    }
  }
}

dynamics_activate_quote

Activate a quote (change from draft to active).

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_close_quote

Close a quote with a specific status.

{
  "type": "object",
  "required": [
    "id",
    "status"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "status": {
      "enum": [
        "won",
        "lost",
        "cancelled"
      ],
      "type": "string"
    }
  }
}

dynamics_convert_quote_to_order

Convert a quote to a sales order.

{
  "type": "object",
  "required": [
    "quoteId"
  ],
  "properties": {
    "quoteId": {
      "type": "string"
    }
  }
}

dynamics_associate_records

Associate two records via a relationship.

{
  "type": "object",
  "required": [
    "sourceEntityType",
    "sourceId",
    "targetEntityType",
    "targetId",
    "relationshipName"
  ],
  "properties": {
    "sourceId": {
      "type": "string",
      "description": "Source record ID"
    },
    "targetId": {
      "type": "string",
      "description": "Target record ID"
    },
    "relationshipName": {
      "type": "string",
      "description": "Relationship schema name"
    },
    "sourceEntityType": {
      "type": "string",
      "description": "Source entity type (e.g., contact)"
    },
    "targetEntityType": {
      "type": "string",
      "description": "Target entity type (e.g., account)"
    }
  }
}

dynamics_disassociate_records

Remove an association between two records.

{
  "type": "object",
  "required": [
    "sourceEntityType",
    "sourceId",
    "targetEntityType",
    "targetId",
    "relationshipName"
  ],
  "properties": {
    "sourceId": {
      "type": "string",
      "description": "Source record ID"
    },
    "targetId": {
      "type": "string",
      "description": "Target record ID"
    },
    "relationshipName": {
      "type": "string",
      "description": "Relationship schema name"
    },
    "sourceEntityType": {
      "type": "string",
      "description": "Source entity type"
    },
    "targetEntityType": {
      "type": "string",
      "description": "Target entity type"
    }
  }
}

dynamics_list_related_records

List records related to a source record via a navigation property.

{
  "type": "object",
  "required": [
    "entityType",
    "id",
    "navigationProperty"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Source record ID"
    },
    "limit": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to select"
    },
    "entityType": {
      "type": "string",
      "description": "Source entity type"
    },
    "navigationProperty": {
      "type": "string",
      "description": "Navigation property name"
    }
  }
}

dynamics_list_users

List system users from Dynamics 365 with pagination.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json"
    },
    "activeOnly": {
      "type": "boolean",
      "default": true,
      "description": "Only return active users"
    }
  }
}

dynamics_get_user

Get a single user by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_get_current_user

Get the currently authenticated user.

{
  "type": "object",
  "required": [
    "format"
  ],
  "properties": {
    "format": {
      "type": "string"
    }
  }
}

dynamics_search_users

Search users by name or email.

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "description": "Search query"
    }
  }
}

dynamics_list_teams

List teams from Dynamics 365 with pagination.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

dynamics_get_team

Get a single team by ID.

{
  "type": "object",
  "required": [
    "id",
    "format"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "format": {
      "type": "string"
    }
  }
}

dynamics_create_team

Create a new team.

{
  "type": "object",
  "required": [
    "name",
    "businessUnitId"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Team name"
    },
    "teamType": {
      "type": "integer",
      "description": "0=Owner, 1=Access, 2=AADSecurityGroup, 3=AADOfficeGroup"
    },
    "description": {
      "type": "string"
    },
    "businessUnitId": {
      "type": "string",
      "description": "Business unit ID"
    },
    "administratorId": {
      "type": "string",
      "description": "Team administrator user ID"
    }
  }
}

dynamics_update_team

Update an existing team.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "administratorId": {
      "type": "string"
    }
  }
}

dynamics_delete_team

Delete a team from Dynamics 365.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}

dynamics_add_team_member

Add a user to a team.

{
  "type": "object",
  "required": [
    "teamId",
    "userId"
  ],
  "properties": {
    "teamId": {
      "type": "string"
    },
    "userId": {
      "type": "string"
    }
  }
}

dynamics_remove_team_member

Remove a user from a team.

{
  "type": "object",
  "required": [
    "teamId",
    "userId"
  ],
  "properties": {
    "teamId": {
      "type": "string"
    },
    "userId": {
      "type": "string"
    }
  }
}

dynamics_list_team_members

List members of a team.

{
  "type": "object",
  "required": [
    "teamId"
  ],
  "properties": {
    "teamId": {
      "type": "string"
    }
  }
}

dynamics_list_business_units

List business units from Dynamics 365.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "cursor": {
      "type": "string"
    }
  }
}

dynamics_get_business_unit

Get a single business unit by ID.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}