dynamics-crm

Server path: /dynamics-crm | Type: Application | PCID required: Yes

Tools

Tool	Description
`dynamics-crm_create_account`	Creates a new account in Microsoft Dynamics CRM
`dynamics-crm_create_contact`	Creates a new contact in Microsoft Dynamics CRM
`dynamics-crm_create_lead`	Creates a new lead in Microsoft Dynamics CRM
`dynamics-crm_create_opportunity`	Creates a new opportunity in Microsoft Dynamics CRM
`dynamics-crm_create_record`	Creates a record in any entity in Microsoft Dynamics CRM. Use get_entity_attributes to discover required fields.
`dynamics-crm_delete_account`	Deletes an account from Microsoft Dynamics CRM
`dynamics-crm_delete_contact`	Deletes a contact from Microsoft Dynamics CRM
`dynamics-crm_delete_lead`	Deletes a lead from Microsoft Dynamics CRM
`dynamics-crm_delete_opportunity`	Deletes an opportunity from Microsoft Dynamics CRM
`dynamics-crm_delete_record`	Deletes a record from any entity in Microsoft Dynamics CRM
`dynamics-crm_get_account`	Gets a specific account by ID from Microsoft Dynamics CRM
`dynamics-crm_get_contact`	Gets a specific contact by ID from Microsoft Dynamics CRM
`dynamics-crm_get_entity_attributes`	Gets metadata about attributes (fields/columns) for a specific entity in Microsoft Dynamics CRM. Use this to discover what fields are available for an entity.
`dynamics-crm_get_entity_definitions`	Gets metadata about all available entities in Microsoft Dynamics CRM. Use this to discover what entities exist and their API names.
`dynamics-crm_get_lead`	Gets a specific lead by ID from Microsoft Dynamics CRM
`dynamics-crm_get_opportunity`	Gets a specific opportunity by ID from Microsoft Dynamics CRM
`dynamics-crm_get_record`	Gets a single record from any entity in Microsoft Dynamics CRM by ID
`dynamics-crm_get_system_user`	Gets a specific system user by ID from Microsoft Dynamics CRM
`dynamics-crm_list_accounts`	Lists all accounts in Microsoft Dynamics CRM with optional filtering and pagination
`dynamics-crm_list_contacts`	Lists all contacts in Microsoft Dynamics CRM with optional filtering and pagination
`dynamics-crm_list_leads`	Lists all leads in Microsoft Dynamics CRM with optional filtering and pagination
`dynamics-crm_list_opportunities`	Lists all opportunities in Microsoft Dynamics CRM with optional filtering and pagination
`dynamics-crm_list_system_users`	Lists system users in Microsoft Dynamics CRM. Useful for finding user IDs to assign records.
`dynamics-crm_query_entity`	Queries any entity in Microsoft Dynamics CRM using OData syntax. Use get_entity_definitions to find available entities.
`dynamics-crm_update_account`	Updates an existing account in Microsoft Dynamics CRM
`dynamics-crm_update_contact`	Updates an existing contact in Microsoft Dynamics CRM
`dynamics-crm_update_lead`	Updates an existing lead in Microsoft Dynamics CRM
`dynamics-crm_update_opportunity`	Updates an existing opportunity in Microsoft Dynamics CRM
`dynamics-crm_update_record`	Updates a record in any entity in Microsoft Dynamics CRM

dynamics-crm_create_account

Creates a new account in Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`name`	string	Yes	—	Account name (required)
`accountnumber`	string	No	—	Account number
`telephone1`	string	No	—	Main phone number
`emailaddress1`	string	No	—	Primary email address
`websiteurl`	string	No	—	Website URL
`revenue`	number	No	—	Annual revenue
`numberofemployees`	number	No	—	Number of employees
`industrycode`	number	No	—	Industry code
`description`	string	No	—	Description
`address1_line1`	string	No	—	Street address line 1
`address1_line2`	string	No	—	Street address line 2
`address1_city`	string	No	—	City
`address1_stateorprovince`	string	No	—	State/Province
`address1_postalcode`	string	No	—	Postal code
`address1_country`	string	No	—	Country

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "name": {
      "type": "string",
      "description": "Account name (required)"
    },
    "accountnumber": {
      "type": "string",
      "description": "Account number"
    },
    "telephone1": {
      "type": "string",
      "description": "Main phone number"
    },
    "emailaddress1": {
      "type": "string",
      "description": "Primary email address"
    },
    "websiteurl": {
      "type": "string",
      "description": "Website URL"
    },
    "revenue": {
      "type": "number",
      "description": "Annual revenue"
    },
    "numberofemployees": {
      "type": "number",
      "description": "Number of employees"
    },
    "industrycode": {
      "type": "number",
      "description": "Industry code"
    },
    "description": {
      "type": "string",
      "description": "Description"
    },
    "address1_line1": {
      "type": "string",
      "description": "Street address line 1"
    },
    "address1_line2": {
      "type": "string",
      "description": "Street address line 2"
    },
    "address1_city": {
      "type": "string",
      "description": "City"
    },
    "address1_stateorprovince": {
      "type": "string",
      "description": "State/Province"
    },
    "address1_postalcode": {
      "type": "string",
      "description": "Postal code"
    },
    "address1_country": {
      "type": "string",
      "description": "Country"
    }
  },
  "required": [
    "PCID",
    "name"
  ]
}

dynamics-crm_create_contact

Creates a new contact in Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`firstname`	string	No	—	First name
`lastname`	string	Yes	—	Last name (required)
`emailaddress1`	string	No	—	Primary email address
`telephone1`	string	No	—	Business phone
`mobilephone`	string	No	—	Mobile phone
`jobtitle`	string	No	—	Job title
`department`	string	No	—	Department
`parentAccountId`	string	No	—	Parent account ID (GUID) to link this contact to
`ownerId`	string	No	—	Owner/user ID (GUID) to assign this contact to
`address1_line1`	string	No	—	Street address
`address1_city`	string	No	—	City
`address1_stateorprovince`	string	No	—	State/Province
`address1_postalcode`	string	No	—	Postal code
`address1_country`	string	No	—	Country
`preferredcontactmethodcode`	number	No	—	Preferred contact method (1=Any, 2=Email, 3=Phone)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "firstname": {
      "type": "string",
      "description": "First name"
    },
    "lastname": {
      "type": "string",
      "description": "Last name (required)"
    },
    "emailaddress1": {
      "type": "string",
      "description": "Primary email address"
    },
    "telephone1": {
      "type": "string",
      "description": "Business phone"
    },
    "mobilephone": {
      "type": "string",
      "description": "Mobile phone"
    },
    "jobtitle": {
      "type": "string",
      "description": "Job title"
    },
    "department": {
      "type": "string",
      "description": "Department"
    },
    "parentAccountId": {
      "type": "string",
      "description": "Parent account ID (GUID) to link this contact to"
    },
    "ownerId": {
      "type": "string",
      "description": "Owner/user ID (GUID) to assign this contact to"
    },
    "address1_line1": {
      "type": "string",
      "description": "Street address"
    },
    "address1_city": {
      "type": "string",
      "description": "City"
    },
    "address1_stateorprovince": {
      "type": "string",
      "description": "State/Province"
    },
    "address1_postalcode": {
      "type": "string",
      "description": "Postal code"
    },
    "address1_country": {
      "type": "string",
      "description": "Country"
    },
    "preferredcontactmethodcode": {
      "type": "number",
      "description": "Preferred contact method (1=Any, 2=Email, 3=Phone)"
    }
  },
  "required": [
    "PCID",
    "lastname"
  ]
}

dynamics-crm_create_lead

Creates a new lead in Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`subject`	string	Yes	—	Lead topic/subject (required)
`firstname`	string	No	—	First name
`lastname`	string	Yes	—	Last name (required)
`companyname`	string	No	—	Company name
`emailaddress1`	string	No	—	Primary email address
`telephone1`	string	No	—	Business phone
`mobilephone`	string	No	—	Mobile phone
`websiteurl`	string	No	—	Website URL
`jobtitle`	string	No	—	Job title
`leadqualitycode`	number	No	—	Lead quality (1=Hot, 2=Warm, 3=Cold)
`leadsourcecode`	number	No	—	Lead source (1=Advertisement, 2=Employee Referral, 3=External Referral, 4=Partner, 5=Public Relations, 6=Seminar, 7=Trade Show, 8=Web, 9=Word of Mouth, 10=Other)
`budgetamount`	number	No	—	Budget amount
`estimatedamount`	number	No	—	Estimated revenue
`estimatedclosedate`	string	No	—	Estimated close date (ISO 8601 format)
`address1_line1`	string	No	—	Street address
`address1_city`	string	No	—	City
`address1_stateorprovince`	string	No	—	State/Province
`address1_postalcode`	string	No	—	Postal code
`address1_country`	string	No	—	Country
`description`	string	No	—	Description/notes
`ownerId`	string	No	—	Owner/user ID (GUID) to assign this lead to

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "subject": {
      "type": "string",
      "description": "Lead topic/subject (required)"
    },
    "firstname": {
      "type": "string",
      "description": "First name"
    },
    "lastname": {
      "type": "string",
      "description": "Last name (required)"
    },
    "companyname": {
      "type": "string",
      "description": "Company name"
    },
    "emailaddress1": {
      "type": "string",
      "description": "Primary email address"
    },
    "telephone1": {
      "type": "string",
      "description": "Business phone"
    },
    "mobilephone": {
      "type": "string",
      "description": "Mobile phone"
    },
    "websiteurl": {
      "type": "string",
      "description": "Website URL"
    },
    "jobtitle": {
      "type": "string",
      "description": "Job title"
    },
    "leadqualitycode": {
      "type": "number",
      "description": "Lead quality (1=Hot, 2=Warm, 3=Cold)"
    },
    "leadsourcecode": {
      "type": "number",
      "description": "Lead source (1=Advertisement, 2=Employee Referral, 3=External Referral, 4=Partner, 5=Public Relations, 6=Seminar, 7=Trade Show, 8=Web, 9=Word of Mouth, 10=Other)"
    },
    "budgetamount": {
      "type": "number",
      "description": "Budget amount"
    },
    "estimatedamount": {
      "type": "number",
      "description": "Estimated revenue"
    },
    "estimatedclosedate": {
      "type": "string",
      "description": "Estimated close date (ISO 8601 format)"
    },
    "address1_line1": {
      "type": "string",
      "description": "Street address"
    },
    "address1_city": {
      "type": "string",
      "description": "City"
    },
    "address1_stateorprovince": {
      "type": "string",
      "description": "State/Province"
    },
    "address1_postalcode": {
      "type": "string",
      "description": "Postal code"
    },
    "address1_country": {
      "type": "string",
      "description": "Country"
    },
    "description": {
      "type": "string",
      "description": "Description/notes"
    },
    "ownerId": {
      "type": "string",
      "description": "Owner/user ID (GUID) to assign this lead to"
    }
  },
  "required": [
    "PCID",
    "subject",
    "lastname"
  ]
}

dynamics-crm_create_opportunity

Creates a new opportunity in Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`name`	string	Yes	—	Opportunity name (required)
`customerId`	string	Yes	—	Customer ID (GUID) - can be an account or contact ID (required)
`customerType`	string	No	`"account"`	Whether customerId refers to an account or contact
`estimatedvalue`	number	No	—	Estimated value/revenue
`budgetamount`	number	No	—	Budget amount
`estimatedclosedate`	string	No	—	Estimated close date (ISO 8601 format)
`opportunityratingcode`	number	No	—	Rating (1=Hot, 2=Warm, 3=Cold)
`closeprobability`	number	No	—	Close probability (0-100)
`prioritycode`	number	No	—	Priority (1=Default, 2=High, 3=Low)
`description`	string	No	—	Description
`stepname`	string	No	—	Sales stage name
`parentAccountId`	string	No	—	Parent account ID (GUID)
`parentContactId`	string	No	—	Parent contact ID (GUID)
`ownerId`	string	No	—	Owner/user ID (GUID) to assign this opportunity to

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "name": {
      "type": "string",
      "description": "Opportunity name (required)"
    },
    "customerId": {
      "type": "string",
      "description": "Customer ID (GUID) - can be an account or contact ID (required)"
    },
    "customerType": {
      "type": "string",
      "enum": [
        "account",
        "contact"
      ],
      "default": "account",
      "description": "Whether customerId refers to an account or contact"
    },
    "estimatedvalue": {
      "type": "number",
      "description": "Estimated value/revenue"
    },
    "budgetamount": {
      "type": "number",
      "description": "Budget amount"
    },
    "estimatedclosedate": {
      "type": "string",
      "description": "Estimated close date (ISO 8601 format)"
    },
    "opportunityratingcode": {
      "type": "number",
      "description": "Rating (1=Hot, 2=Warm, 3=Cold)"
    },
    "closeprobability": {
      "type": "number",
      "description": "Close probability (0-100)"
    },
    "prioritycode": {
      "type": "number",
      "description": "Priority (1=Default, 2=High, 3=Low)"
    },
    "description": {
      "type": "string",
      "description": "Description"
    },
    "stepname": {
      "type": "string",
      "description": "Sales stage name"
    },
    "parentAccountId": {
      "type": "string",
      "description": "Parent account ID (GUID)"
    },
    "parentContactId": {
      "type": "string",
      "description": "Parent contact ID (GUID)"
    },
    "ownerId": {
      "type": "string",
      "description": "Owner/user ID (GUID) to assign this opportunity to"
    }
  },
  "required": [
    "PCID",
    "name",
    "customerId"
  ]
}

dynamics-crm_create_record

Creates a record in any entity in Microsoft Dynamics CRM. Use get_entity_attributes to discover required fields. Parameters:

Parameter	Type	Required	Default	Description
`entitySetName`	string	Yes	—	The entity set name (plural form, e.g., “accounts”, “contacts”, or custom entity set name)
`data`	object	Yes	—	The record data as a JSON object. Use field logical names as keys.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "entitySetName": {
      "type": "string",
      "description": "The entity set name (plural form, e.g., \"accounts\", \"contacts\", or custom entity set name)"
    },
    "data": {
      "type": "object",
      "additionalProperties": true,
      "description": "The record data as a JSON object. Use field logical names as keys."
    }
  },
  "required": [
    "PCID",
    "entitySetName",
    "data"
  ]
}

dynamics-crm_delete_account

Deletes an account from Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`accountId`	string	Yes	—	The unique identifier (GUID) of the account to delete

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "accountId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the account to delete"
    }
  },
  "required": [
    "PCID",
    "accountId"
  ]
}

dynamics-crm_delete_contact

Deletes a contact from Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`contactId`	string	Yes	—	The unique identifier (GUID) of the contact to delete

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "contactId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the contact to delete"
    }
  },
  "required": [
    "PCID",
    "contactId"
  ]
}

dynamics-crm_delete_lead

Deletes a lead from Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`leadId`	string	Yes	—	The unique identifier (GUID) of the lead to delete

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "leadId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the lead to delete"
    }
  },
  "required": [
    "PCID",
    "leadId"
  ]
}

dynamics-crm_delete_opportunity

Deletes an opportunity from Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`opportunityId`	string	Yes	—	The unique identifier (GUID) of the opportunity to delete

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "opportunityId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the opportunity to delete"
    }
  },
  "required": [
    "PCID",
    "opportunityId"
  ]
}

dynamics-crm_delete_record

Deletes a record from any entity in Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`entitySetName`	string	Yes	—	The entity set name (plural form, e.g., “accounts”, “contacts”)
`recordId`	string	Yes	—	The unique identifier (GUID) of the record to delete

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "entitySetName": {
      "type": "string",
      "description": "The entity set name (plural form, e.g., \"accounts\", \"contacts\")"
    },
    "recordId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the record to delete"
    }
  },
  "required": [
    "PCID",
    "entitySetName",
    "recordId"
  ]
}

dynamics-crm_get_account

Gets a specific account by ID from Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`accountId`	string	Yes	—	The unique identifier (GUID) of the account
`select`	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "accountId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the account"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID",
    "accountId"
  ]
}

dynamics-crm_get_contact

Gets a specific contact by ID from Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`contactId`	string	Yes	—	The unique identifier (GUID) of the contact
`select`	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "contactId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the contact"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID",
    "contactId"
  ]
}

dynamics-crm_get_entity_attributes

Gets metadata about attributes (fields/columns) for a specific entity in Microsoft Dynamics CRM. Use this to discover what fields are available for an entity. Parameters:

Parameter	Type	Required	Default	Description
`entityLogicalName`	string	Yes	—	The logical name of the entity (e.g., “account”, “contact”, “lead”, “opportunity”, or custom entity name)
`select`	string	No	—	Comma-separated list of attribute properties to return
`filter`	string	No	—	OData filter (e.g., “IsCustomAttribute eq true” for custom fields only, “IsValidForCreate eq true” for creatable fields)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "entityLogicalName": {
      "type": "string",
      "description": "The logical name of the entity (e.g., \"account\", \"contact\", \"lead\", \"opportunity\", or custom entity name)"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of attribute properties to return"
    },
    "filter": {
      "type": "string",
      "description": "OData filter (e.g., \"IsCustomAttribute eq true\" for custom fields only, \"IsValidForCreate eq true\" for creatable fields)"
    }
  },
  "required": [
    "PCID",
    "entityLogicalName"
  ]
}

dynamics-crm_get_entity_definitions

Gets metadata about all available entities in Microsoft Dynamics CRM. Use this to discover what entities exist and their API names. Parameters:

Parameter	Type	Required	Default	Description
`select`	string	No	—	Comma-separated list of metadata properties to return (e.g., “LogicalName,DisplayName,EntitySetName”)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of metadata properties to return (e.g., \"LogicalName,DisplayName,EntitySetName\")"
    }
  },
  "required": [
    "PCID"
  ]
}

dynamics-crm_get_lead

Gets a specific lead by ID from Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`leadId`	string	Yes	—	The unique identifier (GUID) of the lead
`select`	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "leadId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the lead"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID",
    "leadId"
  ]
}

dynamics-crm_get_opportunity

Gets a specific opportunity by ID from Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`opportunityId`	string	Yes	—	The unique identifier (GUID) of the opportunity
`select`	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "opportunityId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the opportunity"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID",
    "opportunityId"
  ]
}

dynamics-crm_get_record

Gets a single record from any entity in Microsoft Dynamics CRM by ID Parameters:

Parameter	Type	Required	Default	Description
`entitySetName`	string	Yes	—	The entity set name (plural form, e.g., “accounts”, “contacts”)
`recordId`	string	Yes	—	The unique identifier (GUID) of the record
`select`	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "entitySetName": {
      "type": "string",
      "description": "The entity set name (plural form, e.g., \"accounts\", \"contacts\")"
    },
    "recordId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the record"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID",
    "entitySetName",
    "recordId"
  ]
}

dynamics-crm_get_system_user

Gets a specific system user by ID from Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`systemUserId`	string	Yes	—	The unique identifier (GUID) of the system user
`select`	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "systemUserId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the system user"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID",
    "systemUserId"
  ]
}

dynamics-crm_list_accounts

Lists all accounts in Microsoft Dynamics CRM with optional filtering and pagination Parameters:

Parameter	Type	Required	Default	Description
`pageSize`	number	No	`20`	Number of accounts per page (max 100)
`pageToken`	string	No	—	Token for pagination to get next page
`filter`	string	No	—	OData filter expression (e.g., “statecode eq 0” for active accounts)
`select`	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "pageSize": {
      "type": "number",
      "default": 20,
      "description": "Number of accounts per page (max 100)"
    },
    "pageToken": {
      "type": "string",
      "description": "Token for pagination to get next page"
    },
    "filter": {
      "type": "string",
      "description": "OData filter expression (e.g., \"statecode eq 0\" for active accounts)"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID"
  ]
}

dynamics-crm_list_contacts

Lists all contacts in Microsoft Dynamics CRM with optional filtering and pagination Parameters:

Parameter	Type	Required	Default	Description
`pageSize`	number	No	`20`	Number of contacts per page (max 100)
`pageToken`	string	No	—	Token for pagination to get next page
`filter`	string	No	—	OData filter expression (e.g., “statecode eq 0” for active contacts)
`select`	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "pageSize": {
      "type": "number",
      "default": 20,
      "description": "Number of contacts per page (max 100)"
    },
    "pageToken": {
      "type": "string",
      "description": "Token for pagination to get next page"
    },
    "filter": {
      "type": "string",
      "description": "OData filter expression (e.g., \"statecode eq 0\" for active contacts)"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID"
  ]
}

dynamics-crm_list_leads

Lists all leads in Microsoft Dynamics CRM with optional filtering and pagination Parameters:

Parameter	Type	Required	Default	Description
`pageSize`	number	No	`20`	Number of leads per page (max 100)
`pageToken`	string	No	—	Token for pagination to get next page
`filter`	string	No	—	OData filter expression (e.g., “statecode eq 0” for open leads, “leadqualitycode eq 1” for hot leads)
`select`	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "pageSize": {
      "type": "number",
      "default": 20,
      "description": "Number of leads per page (max 100)"
    },
    "pageToken": {
      "type": "string",
      "description": "Token for pagination to get next page"
    },
    "filter": {
      "type": "string",
      "description": "OData filter expression (e.g., \"statecode eq 0\" for open leads, \"leadqualitycode eq 1\" for hot leads)"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID"
  ]
}

dynamics-crm_list_opportunities

Lists all opportunities in Microsoft Dynamics CRM with optional filtering and pagination Parameters:

Parameter	Type	Required	Default	Description
`pageSize`	number	No	`20`	Number of opportunities per page (max 100)
`pageToken`	string	No	—	Token for pagination to get next page
`filter`	string	No	—	OData filter expression (e.g., “statecode eq 0” for open opportunities, “opportunityratingcode eq 1” for hot opportunities)
`select`	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "pageSize": {
      "type": "number",
      "default": 20,
      "description": "Number of opportunities per page (max 100)"
    },
    "pageToken": {
      "type": "string",
      "description": "Token for pagination to get next page"
    },
    "filter": {
      "type": "string",
      "description": "OData filter expression (e.g., \"statecode eq 0\" for open opportunities, \"opportunityratingcode eq 1\" for hot opportunities)"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID"
  ]
}

dynamics-crm_list_system_users

Lists system users in Microsoft Dynamics CRM. Useful for finding user IDs to assign records. Parameters:

Parameter	Type	Required	Default	Description
`pageSize`	number	No	`20`	Number of users per page (max 100)
`pageToken`	string	No	—	Token for pagination to get next page
`filter`	string	No	—	OData filter expression (e.g., “isdisabled eq false” for active users only)
`select`	string	No	—	Comma-separated list of fields to return

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "pageSize": {
      "type": "number",
      "default": 20,
      "description": "Number of users per page (max 100)"
    },
    "pageToken": {
      "type": "string",
      "description": "Token for pagination to get next page"
    },
    "filter": {
      "type": "string",
      "description": "OData filter expression (e.g., \"isdisabled eq false\" for active users only)"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return"
    }
  },
  "required": [
    "PCID"
  ]
}

dynamics-crm_query_entity

Queries any entity in Microsoft Dynamics CRM using OData syntax. Use get_entity_definitions to find available entities. Parameters:

Parameter	Type	Required	Default	Description
`entitySetName`	string	Yes	—	The entity set name (plural form, e.g., “accounts”, “contacts”, “leads”, “opportunities”, or custom entity set name)
`filter`	string	No	—	OData $filter expression
`select`	string	No	—	Comma-separated list of fields to return ($select)
`orderby`	string	No	—	Field(s) to sort by ($orderby, e.g., “modifiedon desc”)
`top`	number	No	—	Maximum number of records to return ($top)
`expand`	string	No	—	Related entities to expand ($expand)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "entitySetName": {
      "type": "string",
      "description": "The entity set name (plural form, e.g., \"accounts\", \"contacts\", \"leads\", \"opportunities\", or custom entity set name)"
    },
    "filter": {
      "type": "string",
      "description": "OData $filter expression"
    },
    "select": {
      "type": "string",
      "description": "Comma-separated list of fields to return ($select)"
    },
    "orderby": {
      "type": "string",
      "description": "Field(s) to sort by ($orderby, e.g., \"modifiedon desc\")"
    },
    "top": {
      "type": "number",
      "description": "Maximum number of records to return ($top)"
    },
    "expand": {
      "type": "string",
      "description": "Related entities to expand ($expand)"
    }
  },
  "required": [
    "PCID",
    "entitySetName"
  ]
}

dynamics-crm_update_account

Updates an existing account in Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`accountId`	string	Yes	—	The unique identifier (GUID) of the account to update
`name`	string	No	—	Account name
`accountnumber`	string	No	—	Account number
`telephone1`	string	No	—	Main phone number
`emailaddress1`	string	No	—	Primary email address
`websiteurl`	string	No	—	Website URL
`revenue`	number	No	—	Annual revenue
`numberofemployees`	number	No	—	Number of employees
`description`	string	No	—	Description
`statecode`	number	No	—	State code (0=Active, 1=Inactive)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "accountId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the account to update"
    },
    "name": {
      "type": "string",
      "description": "Account name"
    },
    "accountnumber": {
      "type": "string",
      "description": "Account number"
    },
    "telephone1": {
      "type": "string",
      "description": "Main phone number"
    },
    "emailaddress1": {
      "type": "string",
      "description": "Primary email address"
    },
    "websiteurl": {
      "type": "string",
      "description": "Website URL"
    },
    "revenue": {
      "type": "number",
      "description": "Annual revenue"
    },
    "numberofemployees": {
      "type": "number",
      "description": "Number of employees"
    },
    "description": {
      "type": "string",
      "description": "Description"
    },
    "statecode": {
      "type": "number",
      "description": "State code (0=Active, 1=Inactive)"
    }
  },
  "required": [
    "PCID",
    "accountId"
  ]
}

dynamics-crm_update_contact

Updates an existing contact in Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`contactId`	string	Yes	—	The unique identifier (GUID) of the contact to update
`firstname`	string	No	—	First name
`lastname`	string	No	—	Last name
`emailaddress1`	string	No	—	Primary email address
`telephone1`	string	No	—	Business phone
`mobilephone`	string	No	—	Mobile phone
`jobtitle`	string	No	—	Job title
`department`	string	No	—	Department
`statecode`	number	No	—	State code (0=Active, 1=Inactive)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "contactId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the contact to update"
    },
    "firstname": {
      "type": "string",
      "description": "First name"
    },
    "lastname": {
      "type": "string",
      "description": "Last name"
    },
    "emailaddress1": {
      "type": "string",
      "description": "Primary email address"
    },
    "telephone1": {
      "type": "string",
      "description": "Business phone"
    },
    "mobilephone": {
      "type": "string",
      "description": "Mobile phone"
    },
    "jobtitle": {
      "type": "string",
      "description": "Job title"
    },
    "department": {
      "type": "string",
      "description": "Department"
    },
    "statecode": {
      "type": "number",
      "description": "State code (0=Active, 1=Inactive)"
    }
  },
  "required": [
    "PCID",
    "contactId"
  ]
}

dynamics-crm_update_lead

Updates an existing lead in Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`leadId`	string	Yes	—	The unique identifier (GUID) of the lead to update
`subject`	string	No	—	Lead topic/subject
`firstname`	string	No	—	First name
`lastname`	string	No	—	Last name
`companyname`	string	No	—	Company name
`emailaddress1`	string	No	—	Primary email address
`telephone1`	string	No	—	Business phone
`leadqualitycode`	number	No	—	Lead quality (1=Hot, 2=Warm, 3=Cold)
`budgetamount`	number	No	—	Budget amount
`description`	string	No	—	Description/notes
`statecode`	number	No	—	State code (0=Open, 1=Qualified, 2=Disqualified)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "leadId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the lead to update"
    },
    "subject": {
      "type": "string",
      "description": "Lead topic/subject"
    },
    "firstname": {
      "type": "string",
      "description": "First name"
    },
    "lastname": {
      "type": "string",
      "description": "Last name"
    },
    "companyname": {
      "type": "string",
      "description": "Company name"
    },
    "emailaddress1": {
      "type": "string",
      "description": "Primary email address"
    },
    "telephone1": {
      "type": "string",
      "description": "Business phone"
    },
    "leadqualitycode": {
      "type": "number",
      "description": "Lead quality (1=Hot, 2=Warm, 3=Cold)"
    },
    "budgetamount": {
      "type": "number",
      "description": "Budget amount"
    },
    "description": {
      "type": "string",
      "description": "Description/notes"
    },
    "statecode": {
      "type": "number",
      "description": "State code (0=Open, 1=Qualified, 2=Disqualified)"
    }
  },
  "required": [
    "PCID",
    "leadId"
  ]
}

dynamics-crm_update_opportunity

Updates an existing opportunity in Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`opportunityId`	string	Yes	—	The unique identifier (GUID) of the opportunity to update
`name`	string	No	—	Opportunity name
`customerId`	string	No	—	Customer ID (GUID) - can be an account or contact ID
`customerType`	string	No	—	Whether customerId refers to an account or contact (required if customerId is provided)
`estimatedvalue`	number	No	—	Estimated value/revenue
`budgetamount`	number	No	—	Budget amount
`estimatedclosedate`	string	No	—	Estimated close date (ISO 8601 format)
`opportunityratingcode`	number	No	—	Rating (1=Hot, 2=Warm, 3=Cold)
`closeprobability`	number	No	—	Close probability (0-100)
`description`	string	No	—	Description
`stepname`	string	No	—	Sales stage name
`statecode`	number	No	—	State code (0=Open, 1=Won, 2=Lost)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "opportunityId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the opportunity to update"
    },
    "name": {
      "type": "string",
      "description": "Opportunity name"
    },
    "customerId": {
      "type": "string",
      "description": "Customer ID (GUID) - can be an account or contact ID"
    },
    "customerType": {
      "type": "string",
      "enum": [
        "account",
        "contact"
      ],
      "description": "Whether customerId refers to an account or contact (required if customerId is provided)"
    },
    "estimatedvalue": {
      "type": "number",
      "description": "Estimated value/revenue"
    },
    "budgetamount": {
      "type": "number",
      "description": "Budget amount"
    },
    "estimatedclosedate": {
      "type": "string",
      "description": "Estimated close date (ISO 8601 format)"
    },
    "opportunityratingcode": {
      "type": "number",
      "description": "Rating (1=Hot, 2=Warm, 3=Cold)"
    },
    "closeprobability": {
      "type": "number",
      "description": "Close probability (0-100)"
    },
    "description": {
      "type": "string",
      "description": "Description"
    },
    "stepname": {
      "type": "string",
      "description": "Sales stage name"
    },
    "statecode": {
      "type": "number",
      "description": "State code (0=Open, 1=Won, 2=Lost)"
    }
  },
  "required": [
    "PCID",
    "opportunityId"
  ]
}

dynamics-crm_update_record

Updates a record in any entity in Microsoft Dynamics CRM Parameters:

Parameter	Type	Required	Default	Description
`entitySetName`	string	Yes	—	The entity set name (plural form, e.g., “accounts”, “contacts”)
`recordId`	string	Yes	—	The unique identifier (GUID) of the record to update
`data`	object	Yes	—	The fields to update as a JSON object. Only include fields you want to change.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the Dynamics CRM connection"
    },
    "entitySetName": {
      "type": "string",
      "description": "The entity set name (plural form, e.g., \"accounts\", \"contacts\")"
    },
    "recordId": {
      "type": "string",
      "description": "The unique identifier (GUID) of the record to update"
    },
    "data": {
      "type": "object",
      "additionalProperties": true,
      "description": "The fields to update as a JSON object. Only include fields you want to change."
    }
  },
  "required": [
    "PCID",
    "entitySetName",
    "recordId",
    "data"
  ]
}

Platform API

Embedded MCP Servers

Application MCP Servers

Triggers API

Tools

dynamics-crm_create_account

dynamics-crm_create_contact

dynamics-crm_create_lead

dynamics-crm_create_opportunity

dynamics-crm_create_record

dynamics-crm_delete_account

dynamics-crm_delete_contact

dynamics-crm_delete_lead

dynamics-crm_delete_opportunity

dynamics-crm_delete_record

dynamics-crm_get_account

dynamics-crm_get_contact

dynamics-crm_get_entity_attributes

dynamics-crm_get_entity_definitions

dynamics-crm_get_lead

dynamics-crm_get_opportunity

dynamics-crm_get_record

dynamics-crm_get_system_user

dynamics-crm_list_accounts

dynamics-crm_list_contacts

dynamics-crm_list_leads

dynamics-crm_list_opportunities

dynamics-crm_list_system_users

dynamics-crm_query_entity

dynamics-crm_update_account

dynamics-crm_update_contact

dynamics-crm_update_lead

dynamics-crm_update_opportunity

dynamics-crm_update_record

​Tools

​dynamics-crm_create_account

​dynamics-crm_create_contact

​dynamics-crm_create_lead

​dynamics-crm_create_opportunity

​dynamics-crm_create_record

​dynamics-crm_delete_account

​dynamics-crm_delete_contact

​dynamics-crm_delete_lead

​dynamics-crm_delete_opportunity

​dynamics-crm_delete_record

​dynamics-crm_get_account

​dynamics-crm_get_contact

​dynamics-crm_get_entity_attributes

​dynamics-crm_get_entity_definitions

​dynamics-crm_get_lead

​dynamics-crm_get_opportunity

​dynamics-crm_get_record

​dynamics-crm_get_system_user

​dynamics-crm_list_accounts

​dynamics-crm_list_contacts

​dynamics-crm_list_leads

​dynamics-crm_list_opportunities

​dynamics-crm_list_system_users

​dynamics-crm_query_entity

​dynamics-crm_update_account

​dynamics-crm_update_contact

​dynamics-crm_update_lead

​dynamics-crm_update_opportunity

​dynamics-crm_update_record

Tools

dynamics-crm_create_account

dynamics-crm_create_contact

dynamics-crm_create_lead

dynamics-crm_create_opportunity

dynamics-crm_create_record

dynamics-crm_delete_account

dynamics-crm_delete_contact

dynamics-crm_delete_lead

dynamics-crm_delete_opportunity

dynamics-crm_delete_record

dynamics-crm_get_account

dynamics-crm_get_contact

dynamics-crm_get_entity_attributes

dynamics-crm_get_entity_definitions

dynamics-crm_get_lead

dynamics-crm_get_opportunity

dynamics-crm_get_record

dynamics-crm_get_system_user

dynamics-crm_list_accounts

dynamics-crm_list_contacts

dynamics-crm_list_leads

dynamics-crm_list_opportunities

dynamics-crm_list_system_users

dynamics-crm_query_entity

dynamics-crm_update_account

dynamics-crm_update_contact

dynamics-crm_update_lead

dynamics-crm_update_opportunity

dynamics-crm_update_record