Integration · Accounting

Connect Claude & ChatGPT to Microsoft Dynamics 365 Business Central

Ask your AI which customers owe money, what is on an open sales order or to draft an invoice in Business Central. It can create customers, items, sales quotes, orders and invoices with lines, post and email invoices, and read vendors, purchase invoices and customer payments. Finance questions get answered without building a report.

Connect Microsoft Dynamics 365 Business Central free

Free plan, no credit card. Takes about a minute.

Try asking

“Who owes us money, and how old is it?”
The AI lists aged receivables: what each customer owes, split into ageing periods.
“Draft an invoice for customer 10000: 5 units of item 1000 at 250.”
It creates a draft sales invoice for the customer and adds the item line with quantity and unit price.
“Post invoice 103017 and email it to the customer.”
It posts the draft into a final invoice in the ledger, which cannot be undone, and then emails it to the customer.

What your AI can do

Sales documents

Create sales quotes, orders and draft invoices with lines, post invoices, email them and download invoice PDFs.

Customers and items

Find, create and update customers with payment terms and balance, and list, read and create items with price and cost.

Receivables and purchasing

Read aged receivables, customer payments, vendors, purchase invoices and your company information.

“Which sales invoices are still open?”
It lists sales invoices with status Open, with customer, amounts and remaining amount.
“Make a quote for Contoso valid until the end of the month.”
It finds the customer, creates the sales quote with the valid-until date and adds the lines you give it.
“Send me the PDF of invoice 103015.”
It gets the PDF document of the sales invoice.

30 tools for Microsoft Dynamics 365 Business Central

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_sales_invoice_lineChanges dataAdd a line to a draft sales invoice by `sales_invoice_id`: `line_type` (e.g. Item or Account), `item_id` or `account_id`, `quantity`, `unit_price` and description.
add_sales_order_lineChanges dataAdd a line to a sales order by `sales_order_id`: `line_type`, `item_id` or `account_id`, `quantity`, `unit_price` and description.
add_sales_quote_lineChanges dataAdd a line to a sales quote by `sales_quote_id`: `line_type`, `item_id` or `account_id`, `quantity`, `unit_price` and description.
create_customerChanges dataCreate a customer with display name, email, phone, address, currency and payment terms.
create_itemChanges dataCreate an item with display name, number, type, unit price, unit cost and base unit of measure.
create_sales_invoiceChanges dataCreate a draft sales invoice for a customer (`customer_id` or `customer_number`), with invoice date, due date and addresses. Add lines with add_sales_invoice_line.
create_sales_orderChanges dataCreate a sales order for a customer (`customer_id` or `customer_number`), with order date and addresses. Add lines with add_sales_order_line.
create_sales_quoteChanges dataCreate a sales quote for a customer (`customer_id` or `customer_number`), with document date and valid-until date. Add lines with add_sales_quote_line.
get_company_informationGet the connected company's information: name, address, contact details, currency and fiscal settings.
get_customerGet one customer by `customer_id`, with contact details, address, payment terms and balance.
get_itemGet one item by `item_id`, with price, cost, inventory and unit of measure.
get_sales_invoiceGet one sales invoice by `sales_invoice_id`, with customer, dates, amounts, remaining amount and status.
get_sales_invoice_pdfGet the PDF document of a sales invoice by `sales_invoice_id`.
get_sales_orderGet one sales order by `sales_order_id`, with customer, dates, amounts and shipping status.
get_sales_quoteGet one sales quote by `sales_quote_id`, with customer, dates, amounts and status.
get_vendorGet one vendor by `vendor_id`, with contact details, payment terms and balance.
list_aged_receivablesList aged accounts receivable: what each customer owes, split into ageing periods.
list_customer_paymentsList customer payments; use `filter` (OData) and `limit`/`offset`.
list_customersList customers; use `filter` (OData, e.g. displayName eq 'Contoso' or startswith(displayName,'Con')) plus `limit`/`offset` to find a customer's ID.
list_itemsList items (products and services); use `filter` (OData, e.g. number eq '1000') and `limit`/`offset`.
list_purchase_invoicesList purchase invoices from vendors; use `filter` (OData) and `limit`/`offset`.
list_sales_invoice_linesList the lines of one sales invoice by `sales_invoice_id`.
list_sales_invoicesList sales invoices; use `filter` (OData, e.g. status eq 'Open' or customerNumber eq '10000') and `limit`/`offset`.
list_sales_ordersList sales orders; use `filter` (OData) and `limit`/`offset`.
list_sales_quotesList sales quotes; use `filter` (OData) and `limit`/`offset`.
list_vendorsList vendors (suppliers); use `filter` (OData) and `limit`/`offset`.
post_sales_invoiceChanges dataPost a draft sales invoice by `sales_invoice_id`, turning it into a final posted invoice in the ledger. This cannot be undone.
send_sales_invoiceVisible to othersEmail a sales invoice by `sales_invoice_id` to the customer. This sends an email.
update_customerVisible to othersUpdate a customer by `customer_id`. Pass `if_match` with the record's @odata.etag from get_customer (or * to overwrite). Only the fields you pass change.
update_sales_invoiceVisible to othersUpdate a draft sales invoice by `sales_invoice_id`. Pass `if_match` with the record's @odata.etag (or *). Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Microsoft Dynamics 365 Business Central from the app list.
2
Paste your key
Register your own app in Microsoft Entra ID, fill in the fields and sign in once. In the Azure portal, open Microsoft Entra ID > App registrations > New registration, choose accounts in any organizational directory and add the Web redirect URI https://pipmcp.com/oauth/callback. Under API permissions add Dynamics 365 Business Central > Delegated permissions > Financials.ReadWrite.All. Under Certificates & secrets create a client secret. Then enter the Application (client) ID, the secret value, your environment name (for example production) and the company ID.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Business Central?

The AI can read customers, vendors, items, sales quotes, orders and invoices, invoice lines, purchase invoices, customer payments, aged receivables and your company information. It can create customers, items, quotes, orders and draft invoices with lines, update customers and draft invoices, post invoices and email them to customers.

Does the AI see my Business Central credentials?

No. Your Business Central credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Posting an invoice cannot be undone and sending one emails your customer, so both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Business Central connects with OAuth, and this OAuth connection needs the PipMCP Pro plan. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Business Central account.

Why do I need to register an app in Microsoft Entra ID?

Business Central is reached through Microsoft sign-in. You create your own app registration with the Business Central permission Financials.ReadWrite.All and the PipMCP redirect URI, paste its client ID and secret, and sign in once with your Microsoft account. PipMCP then acts with the access that sign-in gives.