What is mcp-dynamics-365 copilot-instructions.md?

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.

Use it when changing the server's tools for creating, reading, updating, querying, or performing custom operations on Dynamics 365 data.

It tells agents to check the current MCP documentation first, which helps avoid using outdated server, transport, or tool patterns.

How dave-palt/mcp-dynamics-365 configures GitHub Copilot

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.

README.md

[![agentmods](https://agentmods.dev/badge/instructions/dave-palt/mcp-dynamics-365/copilot-instructions/github.svg)](https://agentmods.dev/instructions/dave-palt/mcp-dynamics-365/copilot-instructions)

Your own site

<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/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<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="Reviewed on agentmods" width="80" height="20"></a>

Per session 2,528 This file is loaded in full into every session.

When invoked 2,528 The same file — it is already loaded in full.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

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.

Model	Per session	Once invoked
Fable 5.1	$0.02528	$0.02528
Opus 5.5	$0.01011	$0.01011
Sonnet 5.5	$0.00506	$0.00506
Haiku 4.5	$0.00253	$0.00253

Measured 2mo ago against content hash 03b5fdbd4c56, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, 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 — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2mo 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 · 305 lines

How it starts

The opening of the file, as written. The whole thing — 305 lines — 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.

🚨 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:

📚 ALWAYS Check Latest Documentation First

Read the official MCP SDK documentation: Use the fetch_webpage tool to check the latest changes at:
- Main documentation: https://modelcontextprotocol.io/
- SDK GitHub: https://github.com/modelcontextprotocol/typescript-sdk
- Release notes and changelog for breaking changes
- API documentation for current interfaces and patterns
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
Verify current best practices:
- Package imports and module structure
- Error handling patterns
- Type definitions and interfaces
- Transport configuration and setup

⚠️ 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

🔄 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 · 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.

2mo ago First seen · 305 lines · 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 8mo ago), licensed MIT. It adds 2,528 tokens to every session, about $0.0101 per session on Opus 5.5. 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.

mcp-dynamics-365 copilot-instructions.md next to 6 instructions from other repositories
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mcp-dynamics-365: Instructions file for GitHub Copilot