Dynamics CRM

Provides a read-only MCP interface to live Dynamics CRM data via the CData JDBC Driver.

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7 months ago

First Indexed

3 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "cdatasoftware-dynamics-crm-mcp-server-by-cdata": {
      "command": "java",
      "args": [
        "-jar",
        "CDataMCP-jar-with-dependencies.jar",
        "/PATH/TO/Salesforce.prp"
      ]
    }
  }
}

This MCP server provides read-only access to live Dynamics CRM data via the CData JDBC Driver, enabling large language models to ask natural questions and retrieve up-to-date CRM information without writing SQL. It exposes Dynamics CRM data through a simple MCP interface so you can query accounts, opportunities, tickets, and other CRM data in real time.

How to use

You connect an MCP client to the local MCP server and use the built-in tools to read data from Dynamics CRM. Once the server is running, you can ask questions like “What is the pipeline value for this quarter?” or “Show open tickets assigned to me,” and the client will query the underlying CRM data and return results. You do not need to know SQL to get the information you need.

How to install

Prerequisites: Install Java Development Kit (JDK) 8 or newer on your machine. You will also need Maven for building the MCP server.

# 1) Clone the project
git clone https://github.com/cdatasoftware/dynamics-crm-mcp-server-by-cdata.git
cd dynamics-crm-mcp-server-by-cdata

# 2) Build the server
mvn clean install

Prepare the JDBC driver and connection string (you will download the CData JDBC Driver for Dynamics CRM, license it, and generate a JDBC connection string).
Create a .prp file for your JDBC connection. A typical configuration looks like this (save as dynamics-crm.prp):

Prefix=dynamicscrm
ServerName=CDataDynamicsCRM
ServerVersion=1.0
DriverPath=/path/to/cdata.jdbc.dynamicscrm.jar
DriverClass=cdata.jdbc.dynamicscrm.DynamicsCRMDriver
JdbcUrl=jdbc:dynamicscrm:InitiateOAuth=GETANDREFRESH;
Tables=

Additional configuration and run notes

The MCP server runs in stdio mode, meaning you start the server on the local machine and interact with it through its standard input/output. The final runtime command uses the Java executable to run the MCP JAR with your .prp file.

Starting the server with your prepared configuration

java -jar /PATH/TO/CDataMCP-jar-with-dependencies.jar /PATH/TO/dynamics-crm.prp

Notes on usage with MCP clients

In your MCP client, reference the local server configuration (the stdio-based server you started above). The client will expose tools to list tables, list columns for a table, and run queries against the Dynamics CRM data. You will typically use the server to discover available tables, inspect their schemas, and run SELECT-like queries to retrieve data.

Available tools

dynamics_crm_get_tables

Retrieves a list of tables available in the Dynamics CRM data source. Output is in CSV with a header row.

dynamics_crm_get_columns

Retrieves a list of columns for a specified table. Output is in CSV with a header row.

dynamics_crm_run_query

Executes a SQL SELECT query against the Dynamics CRM data source.