Matrix / CRM & Deal Management / Dynamics 365 CX MCP Server - Sales

Dynamics 365 CX MCP Server - Sales MCP server

CRM & Deal Management · other · Per-account URL · Docs checked 2026-10-30

Dynamics 365 CX MCP Server - Sales documents an MCP offering (Remote HTTP (one URL per Dataverse environment: https://agent365.svc.cloud.microsoft/mcp/environments/<environment-id>/servers/mcp_D365CX_Sales)). Auth: Microsoft Entra ID OAuth 2.0 through the Agent 365 Tooling Gateway (admin consent required; on-behalf-of exchange to Dataverse). No hosted endpoint URL is listed here. Agents can use: Opportunity management (summaries, stages, close, reopen, clone), Accounts and contacts, Lead management (search, qualify, disqualify, assign).

Works in: ChatGPTClaude CodeCursorCopilot
Sources: ChatGPT · Claude Code · Cursor · Copilot, checked 2026-10-30
Access: Read + write
Credits: Credits not confirmed
Plan: Not confirmed
Setup: Needs admin or IT
An admin or IT has to act first, for example by approving or enabling the integration. Don't plan on connecting it alone. Source: learn.microsoft.com, checked 2026-10-30
Useful for: AEs, SDRs, RevOps, Sales leaders

Dynamics 365 CX MCP Server - Sales MCP endpoint and transport

No hosted endpoint URL. Transport: Remote HTTP (one URL per Dataverse environment: https://agent365.svc.cloud.microsoft/mcp/environments/<environment-id>/servers/mcp_D365CX_Sales).

Transport: Remote HTTP (one URL per Dataverse environment: https://agent365.svc.cloud.microsoft/mcp/environments/<environment-id>/servers/mcp_D365CX_Sales)
Docs: Official Dynamics 365 CX MCP Server - Sales MCP docs

Connect Dynamics 365 CX MCP Server - Sales without code

Dynamics 365 CX MCP Server - Sales' docs confirm it works in ChatGPT, but there's no single public endpoint URL to paste. The vendor either lists it in the apps' connector directories (in Claude, Customize → Connectors; in ChatGPT, chatgpt.com/plugins) or gives each account its own connection URL. Follow the setup notes below, or the Dynamics 365 CX MCP Server - Sales MCP docs.

From Dynamics 365 CX MCP Server - Sales' docs: An admin has to set this up. A System Administrator configures the MCP server, and a tenant admin must grant admin consent in advance. The URL is for one Dataverse environment. The connect article names Cursor, ChatGPT, Claude Code, Visual Studio Code, and GitHub Copilot CLI.Source: learn.microsoft.com, checked 2026-10-30

Developer setup (Claude Code, Cursor)

There's no hosted endpoint URL listed yet. Follow the official Dynamics 365 CX MCP Server - Sales MCP docs for current connection details.

Dynamics 365 CX MCP Server - Sales MCP authentication

Microsoft Entra ID OAuth 2.0 through the Agent 365 Tooling Gateway (admin consent required; on-behalf-of exchange to Dataverse)

Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

What it can change

Read + write Some Dynamics 365 CX MCP Server - Sales MCP tools change data, not just read it.

Things it can do in your Dynamics 365 CX MCP Server - Sales account:

updates, advances, closes, reopens and clones opportunities
updates, qualifies, disqualifies and assigns leads
creates and completes activities and notes
drafts and sends email
schedules meetings
manages product lines and recalculates pricing
creates quotes, revises or activates them, and converts them to orders
maintains accounts and contacts

Source: microsoft.com, checked 2026-10-30

Review each change before you approve it, especially anything that sends messages or edits records other people rely on.

Cost and credits

Not confirmed Dynamics 365 CX MCP Server - Sales' docs don't say whether MCP calls use credits or paid usage.

Plan required

Not confirmed Dynamics 365 CX MCP Server - Sales' docs don't name a minimum plan for the MCP server.

Admin and governance

Controls Dynamics 365 CX MCP Server - Sales itself provides. Settings inside Claude or ChatGPT aren't counted here.

An admin must approve or enable the connectionYesSource: learn.microsoft.com, checked 2026-10-30
Scopes or permissions can limit what it reachesYesSource: microsoft.com, checked 2026-10-30
Individual tools can be turned offNot confirmed
MCP activity shows in an audit logNot confirmed

What the Dynamics 365 CX MCP Server - Sales MCP server can do

Opportunity management (summaries, stages, close, reopen, clone)
Accounts and contacts
Lead management (search, qualify, disqualify, assign)
Activities, notes, email and meetings
Product and pricing
Quotes and orders

Dynamics 365 CX MCP Server - Sales MCP status

Per-account URL Each account has its own URL, so there is no shared endpoint to check. See all endpoint status.

Dynamics 365 CX MCP Server - Sales MCP FAQ

What is the Dynamics 365 CX MCP Server - Sales MCP server URL?

There's no hosted URL listed. Transport: Remote HTTP (one URL per Dataverse environment: https://agent365.svc.cloud.microsoft/mcp/environments/<environment-id>/servers/mcp_D365CX_Sales).

How does Dynamics 365 CX MCP Server - Sales MCP authenticate?

Microsoft Entra ID OAuth 2.0 through the Agent 365 Tooling Gateway (admin consent required; on-behalf-of exchange to Dataverse).

Which apps does Dynamics 365 CX MCP Server - Sales MCP work with?

Dynamics 365 CX MCP Server - Sales' docs confirm it works in ChatGPT, Claude Code, Cursor and GitHub Copilot. Other apps aren't confirmed in the docs yet.

Can I connect Dynamics 365 CX MCP Server - Sales MCP on my own?

Not always. The vendor's setup notes say an admin or IT has to act first, for example by approving or enabling the integration. See the setup notes on this page.

Can I use Dynamics 365 CX MCP Server - Sales in ChatGPT without code?

Yes. Dynamics 365 CX MCP Server - Sales' docs confirm it works in ChatGPT. Add it as a connector in the app settings and sign in. No terminal or config file needed.

Can the Dynamics 365 CX MCP Server - Sales MCP server change my data?

Yes. Some tools change data, for example: updates, advances, closes, reopens and clones opportunities, updates, qualifies, disqualifies and assigns leads, creates and completes activities and notes. Review each change before you approve it.

Is the Dynamics 365 CX MCP Server - Sales MCP server official?

Yes. It's documented on learn.microsoft.com, last checked 2026-10-30.

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