d365fo-client: Instructions file for Codex

AI Agent Guide for D365FO MCP Server

This guide is specifically designed for AI agents and assistants to effectively interact with Microsoft Dynamics 365 Finance & Operations through the d365fo-client MCP server. It provides structured workflows, best practices, and common patterns for successful automation and integration.

Architecture Overview

The d365fo-client MCP server provides 49 comprehensive tools organized across 9 functional categories, implemented using a modern FastMCP mixin-based architecture for enhanced performance and maintainability. All tools are available through standardized MCP protocol interactions regardless of the underlying implementation.

Quick Start for AI Agents

Essential First Steps

1. Test Connectivity: Always start with d365fo_test_connection to verify environment access
2. Get Environment Info: Use d365fo_get_environment_info to understand the D365FO environment capabilities
3. Explore Available Entities: Use d365fo_search_entities to discover relevant data entities for your tasks

// Step 1: Test connection
{
  "tool": "d365fo_test_connection",
  "arguments": {}
}

// Step 2: Get environment information
{
  "tool": "d365fo_get_environment_info",
  "arguments": {}
}

// Step 3: Search for relevant entities
{
  "tool": "d365fo_search_entities",
  "arguments": {
    "pattern": "customer",
    "limit": 10
  }
}

Core Workflows for AI Agents

1. Data Discovery and Exploration

Use Case: Understanding available data structures and relationships

// Discover entities by business area
{
  "tool": "d365fo_search_entities",
  "arguments": {
    "pattern": "sales|customer|invoice",
    "category": "Master",
    "limit": 20
  }
}

// Get detailed schema for specific entity
{
  "tool": "d365fo_get_entity_schema",
  "arguments": {
    "entityName": "CustomersV3",
    "includeProperties": true,
    "includeKeys": true,
    "resolveLabels": true
  }
}

// Search for related actions
{
  "tool": "d365fo_search_actions",
  "arguments": {
    "pattern": "customer",
    "limit": 10
  }
}