private server · read-oriented · Dynamics 365

Let AI understand CRM.
Keep control.

Codicent Dynamics CRM MCP gives approved AI assistants read-oriented access to live Microsoft Dynamics 365 context — helping sales and customer-facing teams find relevant facts without another export or shadow database.

Discuss your CRM setup →See how it works
read session
YouWho is the primary contact, and which open opportunities should I review before the meeting?
AssistantI found the account, its contacts and the current opportunities. I can summarize the CRM facts and flag anything that needs a person to confirm.
CRM access approved · no record write performed
Live CRM
Answers from current Dynamics data
Read-only
The exposed tools retrieve, not change
MCP
A standard interface for AI clients
Your access
CRM permissions stay authoritative
Practical capability

Turn CRM lookups into useful context.

Give sales and customer-facing teams a faster way to prepare, understand relationships and answer questions while Dynamics 365 remains the system of record.

01

Accounts & contacts

Find organizations, people and account relationships before a meeting or customer response.

02

Leads & opportunities

Review pipeline records, status and relevant account context through bounded CRM queries.

03

Focused CRM questions

Filter, sort and select the records and fields needed for the question instead of exporting broad datasets.

04

Customer-service context

Bring relevant account and contact facts into customer-facing work. Service-specific records depend on the configured Dynamics environment.

05

Schema-aware discovery

Use CRM metadata to understand available entities and fields before shaping an assisted workflow.

06

AI-ready workflows

Use the same private CRM capability from compatible assistants and agent experiences approved by your organization.

How it works

A controlled bridge, not a second CRM.

The MCP server translates approved AI requests into read operations against Dynamics 365. Data is retrieved when needed; this public site contains no server code or connection details.

1 · Ask

Your AI assistant

A user asks a CRM question in natural language from an approved MCP-compatible client.

2 · Govern

Codicent Dynamics CRM MCP

A curated, read-only tool surface handles supported CRM lookups and bounded queries.

3 · Retrieve

Your Dynamics 365

The configured service identity and CRM permissions determine which records are returned.

Safety boundary

Useful access starts with a narrow scope.

Production access should match a defined use case and the least CRM permissions needed for it. Availability and supported record types are confirmed for each environment.

Read-oriented from the start

The current MCP tool surface exposes retrieval and metadata operations, not record creation, updates or deletion.
Dynamics credentials remain in the private server environment and are not published on this site.
Queries can be bounded and field-selected to reduce unnecessary data retrieval.
The configured Dynamics service identity and CRM permissions remain the authorization boundary.

Private implementation

Codicent Dynamics CRM MCP is a private server. This repository and website publish only product information — not implementation, deployment configuration or customer access details.

Not published here
server source · container files · endpoint URLs · credentials · tenant identifiers · customer data
Access

Start with one real CRM question.

Tell us which Dynamics environment, business question and approved AI client you want to support. We will confirm the relevant entities, define a read-oriented first scope and discuss a controlled connection.

Contact Johan →