Skip to content
Plur-e

Plur-e MCP · Dynamics 365 CRM

Leads, accounts, opportunities and cases — as tools for Claude

Sales and service teams ask Claude for context, summaries and next steps; the answers come from Dataverse, filtered by the user's security roles.

Book an MCP discovery callSecurity & governance

Quick answer

Plur-e MCP for Dynamics 365 CRM is a Model Context Protocol server over Dataverse that exposes leads, accounts, contacts, opportunities, quotes, cases and activities as tools for Claude and other MCP clients. It authenticates per user with Microsoft Entra ID so Dataverse security roles apply, logs every call and can combine CRM data with Business Central data (prices, availability, invoices) when both servers are deployed.

Tools

Leads & accounts

  • search_leadsread

    Leads by name, company, source, owner or status.

  • get_account_360read

    Account with contacts, open opportunities, open cases and recent activities.

  • qualify_leadwrite

    Qualify a lead into account, contact and opportunity.

Opportunities & quotes

  • list_opportunitiesread

    Pipeline by stage, owner, close date and amount.

  • draft_quote_from_bc_priceswrite

    Quote lines priced from Business Central (requires the BC server).

  • update_opportunity_stagewrite

    Move an opportunity to the next stage with a note.

Cases & activities

  • list_casesread

    Cases by account, priority, status and SLA.

  • summarize_case_historyread

    Timeline of notes, emails and calls on a case.

  • create_activitywrite

    Log a call, task or appointment against a record.

Use cases

Meeting prep in one prompt

“Prepare me for the call with Adventure Sports”: account summary, open opportunities, last three cases, overdue invoices from Business Central.

Lead triage

Score and route inbound leads with the criteria your sales lead defines, then qualify the ones that pass.

Quotes with real prices

Draft CRM quotes priced from Business Central price lists and current availability.

Case summaries for handoffs

A support agent asks for the history of a case and gets a clean timeline instead of scrolling.

Requirements

Requirements
DataverseDynamics 365 Sales and/or Customer Service; Web API access
IdentityMicrosoft Entra ID app registration; per-user OAuth; Dataverse security roles apply
Combined with Business CentralOptional; cross-system tools require both servers
HostingPlur-e cloud (Azure) or customer Azure tenant

FAQ

Frequently asked questions

Start with a two-hour discovery workshop

Bring the questions your team asks every day. We map them to tools, permissions and a pilot plan.

Book an MCP discovery callUse cases