BundleUp - Microsoft Dynamics 365 Integration

Microsoft Dynamics 365

Microsoft CRM for managing accounts, contacts, leads, and opportunities on Dataverse.

www.microsoft.com

learn.microsoft.com

https://{host}

https://{host}/api/mcp

Proxy

const bundleup = new BundleUp('Zw7Lt7...');

const proxy = bundleup.proxy('conn_abc123');
const response = await proxy.get('/[...]');

MCP

import { Agent, run, hostedMcpTool } from '@openai/agents';

const bundleup = new BundleUp('Zw7Lt7...');
const { url, token } = bundleup.mcp('conn_abc123').hosted();

const agent = new Agent({
  name: 'Assistant',
  tools: [
    hostedMcpTool({
      serverLabel: 'microsoft_dynamics',
      serverUrl: url,
      authorization: token
    })
  ],
});

Unified API

const bundleup = new BundleUp('Zw7Lt7...');

const unify = bundleup.unify('conn_abc123');
const response = await unify.me();

Unified API Endpoints

/me

Retrieve the Dynamics 365 user this connection is authenticated as. WhoAmI only identifies the user, so name and email are null.

/crm/companies

Retrieve a list of accounts from Microsoft Dynamics 365.

/crm/contacts

Retrieve a list of contacts from Microsoft Dynamics 365.