bc-webclient-mcp-server

🥈Silver

Enables AI assistants to interact with Microsoft Dynamics 365 Business Central through the native WebSocket interface. Operations teams can automate tasks, extract data, and integrate BC with other systems. Connects to Business Central WebUI and supports TypeScript.

3060Updated 2w ago

Intermediate30min to implementautomation

Saves ~130 min per use

Quick InstallView Source

git clone https://github.com/SShadowS/bc-webclient-mcp-server.git

Works with:

Claude

Overview

About This Skill

How to Use

[{"step":"Install and configure the bc-webclient-mcp-server. Ensure you have the correct WebSocket URL, authentication credentials (client ID/secret or username/password), and the target Business Central environment (Sandbox/Production) specified in your MCP client configuration.","tip":"Use the Business Central admin center to generate API credentials if you haven't already. Test the connection with a simple query like 'List all customers' before proceeding to complex operations."},{"step":"Identify the specific Business Central entity and operation you need to perform. Common entities include sales orders, invoices, customers, vendors, and items. Operations can range from data retrieval (GET) to updates (PATCH/PUT) or creations (POST).","tip":"Refer to the Business Central API documentation (OData endpoints) to understand the schema and available fields for each entity. For example, sales orders use the 'salesOrders' endpoint."},{"step":"Construct your prompt using the bc-webclient-mcp-server syntax. Replace placeholders like [ENTITY_TYPE], [FILTER_CONDITIONS], and [COMPANY_NAME] with actual values. For updates, include the unique identifier (e.g., order number) and the new field values.","tip":"Use TypeScript for complex automation scripts. The bc-webclient-mcp-server supports TypeScript, allowing you to define interfaces for Business Central entities and handle responses programmatically."},{"step":"Execute the prompt in your AI assistant (e.g., Claude or ChatGPT) and review the response. Validate the data against your expectations and check for any errors or warnings in the metadata.","tip":"For large datasets, consider paginating results using the '$top' and '$skip' query parameters to avoid timeouts. You can also filter results using '$filter' to reduce payload size."},{"step":"Integrate the output with downstream systems or workflows. For example, export the data to a CSV file, update a dashboard in Power BI, or trigger a follow-up action in your CRM system.","tip":"Use the bc-webclient-mcp-server in combination with other MCP servers (e.g., bc-excel-mcp-server) to create end-to-end automation pipelines. For instance, retrieve sales data and generate a formatted Excel report automatically."}]

Setup & Installation

Quick Install

No install command available. Check the GitHub repository for manual installation instructions.

Alternative Install (Git Clone)

git clone https://github.com/SShadowS/bc-webclient-mcp-server

Requirements

Claude Code or compatible AI agent
Works with: Claude

Quick Start Guide

Install the Skill

Copy the install command above and run it in your terminal.

Open Your AI Agent

Launch Claude Code, Cursor, or your preferred AI coding agent.

Try It Out

Use the prompt template or examples below to test the skill.

Customize

Adapt the skill to your specific use case and workflow.

Usage Examples

Prompt Template

Use the bc-webclient-mcp-server to [ACTION] in Microsoft Dynamics 365 Business Central for [ENTITY_TYPE]. For example: 'Retrieve all open sales orders with a total value over [AMOUNT] from the [COMPANY_NAME] instance.' or 'Update the status of invoice [INVOICE_NUMBER] to 'Paid' and log the payment date as [DATE].' Include any relevant filters like [FILTER_CONDITIONS].

Example Output

```json
{
  "result": {
    "action": "Retrieved open sales orders with total value over $10,000",
    "data": [
      {
        "orderNumber": "SO-2024-0045",
        "customer": "Acme Corp",
        "totalAmount": 12500.00,
        "status": "Open",
        "dueDate": "2024-06-15",
        "salesperson": "John Doe"
      },
      {
        "orderNumber": "SO-2024-0078",
        "customer": "Globex Inc",
        "totalAmount": 15200.00,
        "status": "Open",
        "dueDate": "2024-06-20",
        "salesperson": "Jane Smith"
      }
    ],
    "summary": "Found 2 matching orders out of 47 total open orders.",
    "nextSteps": [
      "Review the credit terms for Acme Corp and Globex Inc to assess collection risk.",
      "Schedule follow-up calls with the sales team to prioritize these high-value orders.",
      "Export this list to Excel for further analysis using Power BI."
    ]
  },
  "metadata": {
    "timestamp": "2024-05-28T14:30:00Z",
    "apiVersion": "v2.1",
    "executionTimeMs": 1245
  }
}
```

The AI assistant successfully queried the Dynamics 365 Business Central WebSocket interface using the bc-webclient-mcp-server to fetch all open sales orders exceeding $10,000 in value. The query targeted the 'CRONUS USA, Inc.' demo company environment, which is the default sandbox for Business Central implementations. The response included two high-value orders that require immediate attention due to their proximity to the due dates and the elevated risk profile associated with large outstanding balances.

The data was structured as a JSON object with clear metadata, including the execution timestamp and API version, which ensures traceability for audit purposes. The AI also provided actionable next steps, such as credit risk assessment and sales team coordination, which align with standard order-to-cash workflows. This output demonstrates how the bc-webclient-mcp-server can bridge the gap between Business Central and downstream processes, enabling real-time automation and decision-making without manual data entry.