--- title: "Connect Microsoft Dynamics 365 Business Central to Claude: Sales & Pay" slug: connect-microsoft-dynamics-365-business-central-to-claude-sales-pay date: 2026-08-24 author: Nachi Raman categories: ["AI & Agents"] excerpt: "Learn how to connect Microsoft Dynamics 365 Business Central to Claude using Truto's managed MCP server. Automate sales orders, payments, and AP processing." tldr: "Connect Microsoft Dynamics 365 Business Central to Claude using Truto's MCP Server. This guide covers bypassing OData complexities, configuring the MCP server, and orchestrating automated sales and pay workflows." canonical: https://truto.one/blog/connect-microsoft-dynamics-365-business-central-to-claude-sales-pay/ --- # Connect Microsoft Dynamics 365 Business Central to Claude: Sales & Pay If your team needs to connect Microsoft Dynamics 365 Business Central to Claude to automate sales order entry, AP invoice processing, or customer payment reconciliation, you need a Model Context Protocol (MCP) server. This server acts as the translation layer between Claude's tool calls and Business Central's OData V4 REST API. You can either [build and maintain this infrastructure yourself](https://truto.one/the-hands-on-guide-to-building-mcp-servers-for-ai-agents-2026/), or use a [managed integration platform like Truto](https://truto.one/managed-mcp-for-claude-full-saas-api-access-without-security-headaches/) to dynamically generate a secure, authenticated MCP server URL. If your team uses ChatGPT, check out our guide on [connecting Microsoft Dynamics 365 Business Central to ChatGPT](https://truto.one/connect-microsoft-dynamics-365-business-central-to-chatgpt-audit-gl/) or explore our broader architectural overview on [connecting Microsoft Dynamics 365 Business Central to AI Agents](https://truto.one/connect-microsoft-dynamics-365-business-central-to-ai-agents-supply/). Giving a Large Language Model (LLM) read and write access to a monolithic ERP like Dynamics 365 Business Central is a complex engineering challenge. You must handle strict OData schema requirements, multi-company routing logic, and mandatory concurrency controls. Every time Microsoft updates an endpoint, you have to update your server code, redeploy, and test the integration. This guide breaks down exactly how to use Truto to generate a secure, managed MCP server for Microsoft Dynamics 365 Business Central, connect it natively to Claude, and execute complex sales and pay workflows using natural language. ## The Engineering Reality of the Business Central API A custom MCP server is a self-hosted integration layer. While the open MCP standard provides a predictable way for models to discover tools over JSON-RPC 2.0, [implementing it against Business Central's API](https://truto.one/the-hands-on-guide-to-building-mcp-servers-for-ai-agents-2026/) is notoriously difficult. Business Central is built on OData V4, which carries highly specific architectural patterns that LLMs struggle to navigate natively. If you decide to build a custom MCP server for Business Central, here are the specific challenges you will face: **Mandatory Concurrency Control (ETags)** Business Central enforces strict concurrency checks. You cannot simply `PATCH` or `DELETE` a vendor or a sales order using its ID. The API requires an `@odata.etag` value passed in the `If-Match` header to ensure the record hasn't been modified since it was last read. An LLM cannot guess this value. A managed MCP server handles this by explicitly injecting the `etag` requirement into the tool's JSON Schema, forcing the LLM to first fetch the record, extract the ETag, and pass it into the update tool call. **Strict Multi-Company Routing** Business Central isolates all data by company. There is no global `/customers` endpoint. Instead, the route is `/companies({company_id})/customers`. This means an LLM must always know the target environment's company ID before executing any financial operation. Exposing raw routes to Claude often results in hallucinated endpoints. Truto normalizes this by injecting `company_id` as a required parameter into every tool schema, forcing Claude to chain its logic: first list companies, extract the ID, then query the resource. **Deep Inserts and Nested Dimensions** Creating a Sales Invoice or Purchase Order often requires a "deep insert" - sending the header (the invoice) and the lines (the items) in a single nested JSON payload. Business Central's schema for these deep inserts is massive. If you pass the raw OpenAPI spec to Claude, you will quickly blow past context limits. Truto distills the documentation into optimized `query_schema` and `body_schema` definitions, explicitly guiding the LLM on required fields while stripping out extraneous OData metadata. **Rate Limits and 429 Handling** Business Central throttles API traffic heavily during peak ERP usage windows. *Factual note on rate limits: Truto does not retry, throttle, or apply backoff on rate limit errors.* When Business Central returns an HTTP 429, Truto passes that error directly to the caller. Truto normalizes the upstream rate limit information into standardized headers (`ratelimit-limit`, `ratelimit-remaining`, `ratelimit-reset`) per the IETF specification. Your client architecture (or the AI agent framework you are using) is entirely responsible for implementing retry and backoff logic. ## How to Create the Business Central MCP Server Truto dynamically generates MCP tools from the integration's resource definitions. To get started, you need to generate the secure MCP Server URL. You can do this via the Truto UI or programmatically via the API. ### Method 1: Via the Truto UI For teams setting up internal tools or testing workflows, the dashboard is the fastest path: 1. Log into Truto and navigate to your **Integrated Accounts**. 2. Select your connected Microsoft Dynamics 365 Business Central account. 3. Click the **MCP Servers** tab. 4. Click **Create MCP Server**. 5. Select your desired configuration (name, allowed methods, tags, and expiration). 6. Copy the generated MCP server URL (e.g., `https://api.truto.one/mcp/a1b2c3...`). ### Method 2: Via the Truto API If you are dynamically provisioning AI agents for your own customers, you can generate MCP servers programmatically. Make an authenticated POST request to the Truto API. **Endpoint:** `POST /integrated-account/:id/mcp` ```json { "name": "Dynamics 365 Sales Agent", "config": { "methods": ["read", "write"] } } ``` The API validates that tools are available, stores a cryptographic token linked strictly to that specific integrated account, and returns the endpoint: ```json { "id": "mcp_8f7d6a5b", "name": "Dynamics 365 Sales Agent", "config": { "methods": ["read", "write"] }, "expires_at": null, "url": "https://api.truto.one/mcp/a1b2c3d4e5f67890" } ``` This URL is fully self-contained. It encodes the tenant mapping and handles authentication automatically. ## Connecting the MCP Server to Claude Once you have your Truto MCP URL, you can connect it to Claude in less than a minute. ### Method A: Via the Claude UI (Claude for Work / ChatGPT) If you are using Claude's web interface (or ChatGPT's equivalent custom connector feature): 1. In Claude, navigate to **Settings** -> **Integrations** -> **Add MCP Server**. 2. (If using ChatGPT, navigate to **Settings** -> **Connectors** -> **Add custom connector**). 3. Provide a name (e.g., "Business Central ERP"). 4. Paste the Truto MCP URL. 5. Click **Add** or **Save**. Claude will immediately ping the `/initialize` endpoint, complete the JSON-RPC handshake, and populate its context window with the available Business Central tools. ### Method B: Via Manual Config File (Claude Desktop) If you are running Claude Desktop locally or configuring an agentic framework like Cursor, you must edit the `claude_desktop_config.json` file. Since Truto exposes a Server-Sent Events (SSE) endpoint over HTTPS, you use the official `@modelcontextprotocol/server-sse` transport proxy to connect. ```json { "mcpServers": { "business_central": { "command": "npx", "args": [ "-y", "@modelcontextprotocol/server-sse", "https://api.truto.one/mcp/a1b2c3d4e5f67890" ] } } } ``` Restart Claude Desktop. A new "hammer" icon will appear, indicating that the Business Central tools are active and ready to be called. ## Security and Access Control Giving an LLM unconstrained access to your corporate ERP is dangerous. Truto MCP servers include native [governance controls applied at token generation time](https://truto.one/managed-mcp-for-claude-full-saas-api-access-without-security-headaches/) to limit the blast radius: * **Method Filtering:** Pass `config: { methods: ["read"] }` to ensure the agent can only execute `get` and `list` operations. The server will silently drop write tools from the `tools/list` response, preventing accidental invoice deletion. * **Tag Filtering:** Limit the server's scope by functional area. By passing `config: { tags: ["sales"] }`, the LLM will only see tools related to sales orders and customers, completely hiding payroll or general ledger endpoints. * **Require API Token Auth:** By default, the MCP URL acts as a bearer token. By setting `require_api_token_auth: true`, the caller must also pass a valid Truto API token in the `Authorization` header. This prevents leaked URLs from being abused. * **Automatic Expiration:** Set an `expires_at` timestamp for temporary access. Truto relies on Cloudflare KV expirations and Durable Object alarms to guarantee the token is purged from the database the moment it expires. ## Hero Tools for Sales & Pay Truto exposes the entirety of the Business Central API as tools. Here are the highest-leverage tools for automating order-to-cash and procure-to-pay pipelines. ### List All Companies The prerequisite for almost all Business Central operations. Because OData routes require a `company_id`, Claude must use this tool to fetch the correct GUID before querying customers or generating invoices. *Usage notes:* The LLM will automatically extract the `id` from the response and pass it to subsequent tool calls. > "I need to run some financial reports. First, list all the companies configured in our Business Central environment so we know which ID to use for the US entity." ### List All Customers Retrieves a paginated list of customers for a specific company, including their balances, currency codes, and tax liabilities. *Usage notes:* Truto handles pagination natively. The tool schema explicitly instructs the LLM to pass back the `next_cursor` exactly as received to fetch subsequent pages. > "Pull the list of all customers for company ID 'abcd-1234'. Show me the top 5 customers with an active balance and ensure they aren't marked as blocked." ### Create a Sales Order Generates a new sales order document. This tool supports nested deep inserts, allowing Claude to create the header and the `salesOrderLines` in a single request. *Usage notes:* The schema requires `environment`, `company_id`, and a valid `customerId`. > "Create a new sales order in company 'abcd-1234' for customer ID 'cust-999'. Add one line item for item ID 'item-555' with a quantity of 10 and a unit price of $50." ### Create a Customer Payment Records a payment against a customer's account, optionally applying it to a specific invoice. *Usage notes:* You must pass the `company_id` and the `customerId`. To apply the payment, the LLM should also pass the `appliesToInvoiceId`. > "Record a customer payment of $500 for customer 'cust-999' in company 'abcd-1234'. The posting date should be today, and it should apply to invoice ID 'inv-777'." ### List All Vendors Retrieves the vendor directory, including payment terms, balances, and tax registration numbers. Crucial for AP automation workflows. *Usage notes:* Like customers, this is scoped by `company_id`. > "List all our active vendors in company 'abcd-1234'. Filter out anyone who has the 'blocked' flag set to true, and give me their default payment terms." ### Create a Purchase Invoice Creates a new AP invoice from a vendor. This is typically used by agents parsing PDF invoices via OCR and pushing the structured data into the ERP. *Usage notes:* Claude must provide the `vendorId` and `vendorInvoiceNumber` to prevent duplicates. > "Create a new purchase invoice for vendor 'ven-111' in company 'abcd-1234'. The invoice date is yesterday, the vendor invoice number is 'INV-2023-88', and the total amount including tax should be $1,200." To view the complete inventory of available Business Central tools, including General Ledger, Inventory, and HR endpoints, visit the [Microsoft Dynamics 365 Business Central integration page](https://truto.one/integrations/detail/msbusinesscentral). ## Workflows in Action Exposing an API to an LLM changes the integration paradigm. Instead of hardcoding linear logic, you give the agent a goal, and it orchestrates the tool calls dynamically. Here is how Claude uses the Business Central MCP server in the real world. ### Scenario 1: Automated Order-to-Cash Generation **Persona:** Sales Operations Coordinator > "A customer named 'Contoso Ltd' just approved our quote via email. Please find their account in Business Central and generate a new sales order for 50 units of item 'Desk Chair'. Return the final sales order number to me." **Execution Steps:** 1. `list_all_microsoft_dynamics_365_business_central_companies`: Claude fetches the active companies to find the correct `company_id`. 2. `list_all_microsoft_dynamics_365_business_central_customers`: Claude searches the customer directory for "Contoso Ltd" and extracts their `id`. 3. `list_all_microsoft_dynamics_365_business_central_items`: Claude searches the inventory to find the internal `id` for "Desk Chair". 4. `create_a_microsoft_dynamics_365_business_central_sales_order`: Claude constructs the deep insert payload, combining the customer ID and the item ID, and executes the creation. **Result:** The user receives a confirmation message: *"Sales Order #SO-00452 has been successfully created for Contoso Ltd for 50 Desk Chairs."* ### Scenario 2: Agentic AP Invoice Processing **Persona:** Accounts Payable Manager > "I just uploaded a PDF invoice from 'Tech Supply Co' for $4,500. Check if they exist as a vendor in our main company. If they do, draft a new purchase invoice for this amount so I can approve it." ```mermaid sequenceDiagram participant User as AP Manager participant Claude as Claude (AI Agent) participant Truto as Truto MCP Server participant BC as Dynamics 365 BC User->>Claude: "Process invoice from Tech Supply Co for $4,500" Claude->>Truto: call list_companies() Truto->>BC: GET /companies BC-->>Truto: Return company list Truto-->>Claude: [ {id: "company-123", name: "Main"} ] Claude->>Truto: call list_vendors(company_id="company-123") Truto->>BC: GET /companies(company-123)/vendors BC-->>Truto: Return vendor list Truto-->>Claude: [ {id: "vendor-456", displayName: "Tech Supply Co"} ] Claude->>Truto: call create_purchase_invoice(vendorId="vendor-456", amount=4500) Truto->>BC: POST /companies(company-123)/purchaseInvoices BC-->>Truto: Return 201 Created (Invoice #PI-999) Truto-->>Claude: Invoice created successfully Claude-->>User: "Draft invoice PI-999 created for Tech Supply Co." ``` **Execution Steps:** 1. `list_all_microsoft_dynamics_365_business_central_companies`: Claude determines the primary company ID. 2. `list_all_microsoft_dynamics_365_business_central_vendors`: Claude validates the vendor name exists and grabs `vendor-456`. 3. `create_purchase_invoice`: Claude drafts the AP record with the extracted financial amounts. **Result:** The manual data entry is eliminated. The AP manager simply logs into Business Central to hit "Post". ## Moving from Prototypes to Production Connecting Microsoft Dynamics 365 Business Central to Claude via MCP unlocks massive workflow automation potential, but building that infrastructure in-house requires deep OData expertise and constant maintenance. Truto's managed MCP servers eliminate the boilerplate. By dynamically deriving tool schemas directly from API documentation and normalizing authentication, Truto allows your engineering team to focus on prompt engineering and agent logic - not maintaining ETag parsing and paginated OData queries. :::cta{buttonText="Talk to us" buttonUrl="https://cal.com/truto/partner-with-truto"} Want to give your AI agents secure, governed access to Microsoft Dynamics 365 Business Central? Let's build your enterprise MCP architecture. :::