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MCP servers

Dynamics 365 CRM tools

The Dynamics 365 CRM MCP tool catalogue lives in the Dynamics 365 CRM (Dataverse) guide — generic table tools plus the Customer Insights - Journeys campaign tools.

Quick answer

The CRM server's tool catalogue is the generic Dataverse tools (crm_list_entities, crm_query, crm_create_record, …) plus the Customer Insights - Journeys campaign tools (crm_marketing_overview, crm_journey_publish, …) — documented in full in Dynamics 365 CRM (Dataverse), the source of truth for this catalogue. The server's own tools/list is authoritative above this page.

Where to look

  • Dynamics 365 CRM (Dataverse) — the generic table tools, the Customer Insights - Journeys campaign tools, connection modes and limits.
  • MCP roles — Read / New / Update / Delete per entity, the default role and how a denied call answers.
  • Security model — identity, audit and data handling.
  • Product page — commercial overview and requirements.

Related: Dynamics 365 CRM (Dataverse) · MCP roles · Security model · Product page

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