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How to Connect Microsoft Dynamics NAV to Microsoft Copilot — via MCP

Microsoft Dynamics NAV on-premises over OData v4: query and update any published page or query web service — customers, items, sales orders, vendors — in one company. NavUserPassword or Windows basic auth against your own NAV service tier.

HCBy HelpCode teamUpdated 4 min read Open-source on GitHub

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Microsoft Dynamics NAV

Microsoft Dynamics NAV

Microsoft Dynamics NAV on-premises over OData v4: query and update any published page or query web service — customers, items, sales orders, vendors — in one company. NavUserPassword or Windows basic auth against your own NAV service tier.

tools

6

Region

DE

Category

ERP

Authentication

Basic Auth

Required env vars

NAV_BASE_URLNAV_COMPANYNAV_USERNAMENAV_PASSWORD
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    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

Start a free trial on cloud.anythingmcp.com, add the Microsoft Dynamics NAV in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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Summary

Microsoft Dynamics NAV on-premises over OData v4: query and update any published page or query web service — customers, items, sales orders, vendors — in one company. NavUserPassword or Windows basic auth against your own NAV service tier.

Try asking

Example prompts for Microsoft Dynamics NAV

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

Microsoft Dynamics NAV · live via MCP
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Opus 4.7

Claude is AI and can make mistakes. Please double-check responses.

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

Microsoft Dynamics NAV + Microsoft Copilot

Microsoft Dynamics NAV on-premises over OData v4: query and update any published page or query web service — customers, items, sales orders, vendors — in one company. NavUserPassword or Windows basic auth against your own NAV service tier.

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:

NAV_BASE_URL, NAV_COMPANY, NAV_USERNAME, NAV_PASSWORD

Step 1 — Get credentials

Publish the web services first. NAV exposes nothing by default. In the NAV client open Web Services (page 810) and add a row per object you want to reach: Object Type Page, the object id, and a Service Name — that service name is the OData entity set name, not the page's caption. Tick Published. Common ones: page 21 → Customer, page 27 → Vendor, page 30 → Item, page 42 → SalesOrder.

…(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 Microsoft Dynamics NAV 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
dynamics_nav_list_servicesList the published web services available on this company — the entity set names every other tool needs
dynamics_nav_queryQuery any published entity set with OData v4
dynamics_nav_get_by_keyRead one record by its OData key
dynamics_nav_get_metadataRead the OData $metadata document: every published entity type, its properties and their data types
dynamics_nav_create_recordCreate a record in a published entity set
dynamics_nav_update_recordUpdate one record by key

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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