Dynamics 365 CRM tools
Tool catalogue of the Plur-e MCP server for Dynamics 365 Sales and Customer Service — leads, opportunities, quotes from Business Central prices, cases and activities.
Quick answer
The CRM server exposes tools over Dynamics 365 Sales and Customer Service: search and qualify leads, list and update opportunities, draft quotes with Business Central prices, list and summarise cases and create activities. Writes respect the user's Dataverse security roles.
| Area | Tool | Scope | What it does |
|---|---|---|---|
| Leads | search_leads | read | Leads by name, company, source or owner |
| Leads | qualify_lead | write | Qualify a lead into account, contact and opportunity |
| Opportunities | list_opportunities | read | Pipeline by stage, owner or close date |
| Opportunities | draft_quote_from_bc_prices | write | Draft a quote using Business Central item prices |
| Opportunities | update_opportunity_stage | write | Move an opportunity to another stage |
| Service | list_cases | read | Cases by customer, priority or status |
| Service | summarize_case_history | read | Timeline summary of a case |
| Activities | create_activity | write | Task, call or appointment linked to a record |
Example: draft_quote_from_bc_prices
{
"name": "draft_quote_from_bc_prices",
"arguments": {
"opportunityId": "b3c1…",
"lines": [{ "itemNo": "1896-S", "quantity": 12 }]
}
}The server reads prices and discounts from Business Central for the account's customer number and creates a draft quote in Dynamics 365 Sales.
To be validated
Related: Product page
Last updated on
Edit on GitHubBusiness Central tools
Tool catalogue of the Plur-e MCP server for Dynamics 365 Business Central — customers, items and availability, sales, purchasing, warehouse and posted documents — with scope and example arguments.
Docs MCP
A public, read-only Model Context Protocol server over the Plur-e documentation with search_docs, get_page and list_sections. Live at plur-e.com/api/mcp/docs.