Using With Claude
Claude Desktop connects to Microsoft Dynamics 365 Business Central through the CData MCP Server for Microsoft Dynamics 365 Business Central using the Model Context Protocol (MCP).
When you launch Claude, it automatically detects MCP connections registered during setup. These connections are created and saved using the MCP Configuration Tool, which is installed with the MCP Server.
Each saved connection is recognized by Claude and can be referenced by name when asking questions.
Installing Claude
Claude Desktop is a standalone application that enables natural language querying across supported data sources using the Model Context Protocol (MCP).
To connect to Microsoft Dynamics 365 Business Central via MCP, you first need to install the Claude Desktop application.
You can download the latest version from the official Claude Download Page.
After installing Claude Desktop, you can configure your MCP connection using the CData MCP Driver for Microsoft Dynamics 365 Business Central.
How Claude Uses the Server
When you ask Claude a question, it launches the corresponding MCP Server connection, reads the available tool descriptions provided by the connector, and generates a secure query in the background.
There is no need to write SQL or teach Claude how to query your data. Each tool is self-describing, and Claude consumes those descriptions to determine how to retrieve the right information.
Example Prompts
After setup, you can ask Claude natural-language questions like:
- "What are the total expenses by department for the last quarter?"
- "How much did we spend on travel in March?"
- "List overdue vendor invoices and how long they have been overdue."
- "How many sales orders were placed last month, and what was the total value?"
- "Who are our top five salespeople this year by sales volume?"
- "Which products have the highest return rate?"
- "List the most frequently purchased items from each vendor."
- "Which vendors delivered late in the last 90 days?"
- "How much have we spent with each vendor this year?"
- "What is the current inventory level of item X across all warehouses?"
- "List all items with zero sales in the past year."
- "Which warehouse has the highest stock value?"
Claude securely executes the query using the MCP Server and responds using the live results from Microsoft Dynamics 365 Business Central.