# Dynamics 365 CX MCP Server - Sales MCP server Page: https://mcpforgtm.com/tools/dynamics-365-cx-mcp-server-sales Category: CRM & Deal Management (CRM) Last verified: 2026-10-30 ## Server - Endpoint: no hosted endpoint listed - Transport: Remote HTTP (one URL per Dataverse environment: https://agent365.svc.cloud.microsoft/mcp/environments//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) - Official docs: https://learn.microsoft.com/en-us/dynamics365/sales/developer/connect-sales-mcp-server-agent365-tooling-gateway - Status: Per-account URL. Each account has its own URL, so there is no shared endpoint to check. ## Works in - Claude: Not confirmed - ChatGPT: Yes (source: https://learn.microsoft.com/en-us/dynamics365/sales/developer/connect-sales-mcp-server-agent365-tooling-gateway, checked 2026-10-30) - Claude Code: Yes (source: https://learn.microsoft.com/en-us/dynamics365/sales/developer/connect-sales-mcp-server-agent365-tooling-gateway, checked 2026-10-30) - Cursor: Yes (source: https://learn.microsoft.com/en-us/dynamics365/sales/developer/connect-sales-mcp-server-agent365-tooling-gateway, checked 2026-10-30) - GitHub Copilot: Yes (source: https://learn.microsoft.com/en-us/dynamics365/sales/developer/connect-sales-mcp-server-agent365-tooling-gateway, checked 2026-10-30) Setup notes from Dynamics 365 CX MCP Server - Sales's 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: https://learn.microsoft.com/en-us/dynamics365/sales/developer/connect-sales-mcp-server-agent365-tooling-gateway, checked 2026-10-30) ## What it can change Access: Read + write (source: https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2026/10/29/dynamics-365-cx-mcp-server-sales/, checked 2026-10-30) Write actions (source: https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2026/10/29/dynamics-365-cx-mcp-server-sales/, checked 2026-10-30): - 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 ## Cost and credits Credits: Not confirmed ## Plan required 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: https://learn.microsoft.com/en-us/dynamics365/sales/developer/connect-sales-mcp-server-agent365-tooling-gateway, checked 2026-10-30) ## Watch out - An admin or IT has to approve or enable it before you can connect. - It can change data (8 documented write actions). Approve each change. - Credit use isn't confirmed. Check before large runs. - The plan it needs isn't confirmed. ## Admin and governance Controls Dynamics 365 CX MCP Server - Sales itself provides. Settings inside Claude or ChatGPT aren't counted. - An admin must approve or enable the connection: Yes (source: https://learn.microsoft.com/en-us/dynamics365/sales/developer/connect-sales-mcp-server-agent365-tooling-gateway, checked 2026-10-30) - Scopes or permissions can limit what it reaches: Yes (source: https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2026/10/29/dynamics-365-cx-mcp-server-sales/, checked 2026-10-30) - Individual tools can be turned off: Not confirmed - MCP activity shows in an audit log: Not confirmed ## What agents can use - 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 ## Useful for AEs, SDRs, RevOps, Sales leaders ## Related MCP servers - Attio (CRM & Deal Management): https://mcpforgtm.com/tools/attio.md - Salesforce (CRM & Deal Management): https://mcpforgtm.com/tools/salesforce.md - Pipedrive (CRM & Deal Management): https://mcpforgtm.com/tools/pipedrive.md - Close (CRM & Deal Management): https://mcpforgtm.com/tools/close.md - Reevo (CRM & Deal Management): https://mcpforgtm.com/tools/reevo.md --- "Not confirmed" means the vendor's docs don't settle the question. It doesn't mean no. Source of these facts: StackMCP, an independent directory of official MCP servers (https://mcpforgtm.com/about).