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How to Connect Dolibarr to Microsoft Copilot — via MCP

Dolibarr open-source ERP and CRM: third parties, contacts, customer and supplier invoices, orders, proposals, products and stock. REST API on your own installation, DOLAPIKEY auth.

HCBy HelpCode teamUpdated 5 min read Open-source on GitHub
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Dolibarr

Dolibarr

Dolibarr open-source ERP and CRM: third parties, contacts, customer and supplier invoices, orders, proposals, products and stock. REST API on your own installation, DOLAPIKEY auth.

tools

10

Region

FR

Category

ERP

Authentication

API Key

Required env vars

DOLIBARR_URLDOLIBARR_API_KEY
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Summary

Dolibarr open-source ERP and CRM: third parties, contacts, customer and supplier invoices, orders, proposals, products and stock. REST API on your own installation, DOLAPIKEY auth.

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Example prompts for Dolibarr

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

Dolibarr · live via MCP
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Claude is AI and can make mistakes. Please double-check responses.

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Dolibarr, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

Dolibarr + Microsoft Copilot

Dolibarr open-source ERP and CRM: third parties, contacts, customer and supplier invoices, orders, proposals, products and stock. REST API on your own installation, DOLAPIKEY auth.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

DOLIBARR_URL, DOLIBARR_API_KEY

Step 1 — Get credentials

Turn the module on first. Dolibarr ships the REST API as a module that is off by default.

  1. As an administrator go to Setup → Modules → Web Services API REST and enable it.
  2. Open the user you want the agent to act as, go to the User card → API key area, and generate a key. Put it in DOLIBARR_API_KEY.
  3. Set DOLIBARR_URL to your installation root (no trailing slash, no /api). The adapter appends /api/index.php.

The header is DOLAPIKEY. Not Authorization. Dolibarr also accepts it as a query parameter, but a header keeps it out of the access log.

…(continued in the in-app connector instructions)

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in Microsoft Copilot

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.

  1. In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
  2. Enter a Server name (for example AnythingMCP), a Server description that says what the connector does, and the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server.
  3. Under authentication, choose API key, set Type to Header and the header name to X-API-Key, then select Create.
  4. In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
  5. Try it in the agent's Test pane: ask for something that needs the Dolibarr tools.
  6. Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.

Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.

Available tools

ToolWhat it does
dolibarr_get_statusRead the Dolibarr version and API status of this installation
dolibarr_list_thirdpartiesList third parties — Dolibarr's customers, suppliers and prospects — with their name, VAT number, address and customer/supplier flags
dolibarr_get_thirdpartyRead one third party in full: addresses, tax identifiers, payment terms, assigned sales representative and account balances
dolibarr_list_invoicesList customer invoices with their reference, date, third party, totals and status
dolibarr_get_invoiceRead one customer invoice in full: every line with quantity, unit price, discount and VAT, the totals, and the payments applied against it
dolibarr_list_ordersList customer orders with their reference, date, third party, total and status, for the pipeline between proposal and invoice
dolibarr_list_proposalsList commercial proposals (devis) with their reference, date, third party, total and whether they have been signed
dolibarr_list_supplier_invoicesList supplier invoices with their reference, date, supplier, total and payment status — the payables side of the ledger
dolibarr_list_productsList products and services with their reference, label, sale and cost price, VAT rate and stock quantity
dolibarr_get_product_stockRead the per-warehouse stock of one product — the answer an availability question actually needs, rather than the cached total on the produc

FAQ

Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.

What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.

The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.

Next steps

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