mcp-dynamics-365: Instructions file for GitHub Copilot

.github/copilot-instructions.md

mcp-dynamics-365 copilot-instructions.md is an instructions file for GitHub Copilot from dave-palt/mcp-dynamics-365. It costs 2,528 tokens per session, scanned A, original, MIT.

A set of instructions for an MCP server that connects AI agents to Microsoft Dynamics 365 CRM, a business system for managing customer and sales records.

In plain words
What is it for?
Use it when changing the server's tools for creating, reading, updating, querying, or performing custom operations on Dynamics 365 data.
Why use it?
It tells agents to check the current MCP documentation first, which helps avoid using outdated server, transport, or tool patterns.

Instructions file for GitHub Copilot

Written for GitHub Copilot: a Copilot instructions file.

This is dave-palt/mcp-dynamics-365's own configuration. It tells GitHub Copilot how to work on mcp-dynamics-365 itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything mcp-dynamics-365 configures โ†’

Reuse

Borrowing it

Nothing to install: this file belongs to dave-palt/mcp-dynamics-365. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/dave-palt/mcp-dynamics-365/master/.github/copilot-instructions.md
Clone the repo
git clone --depth 1 https://github.com/dave-palt/mcp-dynamics-365

Made for: GitHub Copilot.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

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README.md
[![agentmods](https://agentmods.dev/badge/instructions/dave-palt/mcp-dynamics-365/copilot-instructions.svg)](https://agentmods.dev/instructions/dave-palt/mcp-dynamics-365/copilot-instructions)
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<a href="https://agentmods.dev/instructions/dave-palt/mcp-dynamics-365/copilot-instructions"><img src="https://agentmods.dev/badge/instructions/dave-palt/mcp-dynamics-365/copilot-instructions.svg" alt="Measured on agentmods" height="20"></a>
Per session 2,528 This file is loaded in full into every session.
When invoked 2,528 The same file โ€” it is already loaded in full.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.02528 $0.02528
Opus 5 $0.01264 $0.01264
Sonnet 5 $0.00506 $0.00506
Haiku 4.5 $0.00253 $0.00253

Measured 6d ago against content hash 03b5fdbd4c56, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

mcp-dynamics-365 copilot-instructions.md scanned grade A with 0 findings against 26 rules in 11 categories โ€” prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency โ€” measured 6d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.github/copilot-instructions.md ยท 305 lines

How it starts

The opening of the file, as written. The whole thing โ€” 305 lines โ€” stays where its author put it; the contents beside it link to each section on GitHub.

Copilot Instructions for MCP Dynamics 365 Server

This file contains specific instructions for AI assistants working on this codebase.

Project Overview

This is a Model Context Protocol (MCP) server for Microsoft Dynamics 365 CRM. It provides AI agents with tools to perform CRUD operations, query data, fetch schemas, and execute custom operations on Dynamics 365 entities.

๐Ÿšจ Critical: Stay Current with MCP Technology

The Model Context Protocol ecosystem is rapidly evolving - changes occur weekly or even daily. Before working on any MCP-related features:

๐Ÿ“š ALWAYS Check Latest Documentation First

  1. Read the official MCP SDK documentation: Use the fetch_webpage tool to check the latest changes at:

  2. Check for deprecations and new features:

    • Transport implementations (HTTP, stdio, SSE)
    • Client/server interfaces and lifecycle methods
    • Tool definition schemas and parameter handling
    • Authentication and security patterns
  3. Verify current best practices:

    • Package imports and module structure
    • Error handling patterns
    • Type definitions and interfaces
    • Transport configuration and setup

โš ๏ธ Common Pitfalls to Avoid

  • Don't assume existing patterns are current - always verify against latest docs
  • Don't use deprecated transport methods - HTTP/SSE implementations change frequently
  • Don't skip version checking - MCP SDK updates often include breaking changes
  • Don't implement without research - newer, simpler approaches may be available

๐Ÿ”„ When to Re-check Documentation

  • Before implementing any new MCP features
  • When encountering transport or connection issues
  • When SDK version updates are available
  • When error patterns don't match current documentation
  • Before troubleshooting connectivity or protocol issues

Read the full file on GitHub ยท 305 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 6d ago First seen ยท 305 lines ยท 2,528 tokens per session scan A 03b5fdbd4c56

Subscribe to this mod's changes

mcp-dynamics-365 copilot-instructions.md is an instructions file published in the GitHub repository dave-palt/mcp-dynamics-365 (2 stars, last pushed 6mo ago), licensed MIT. It adds 2,528 tokens to every session, about $0.0126 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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