Integrate Devin with Live Dynamics 365 Data Using CData Connect AI

Anusha M B
Anusha M B
Technical Marketing Engineer
Use the CData Connect AI Remote MCP Server to enable Devin, the AI software engineer, to securely access and query live Dynamics 365 data.

Devin is an AI software engineer from Cognition that plans, writes, and tests code in autonomous sessions. It supports the model context protocol (MCP) through its built-in MCP marketplace, allowing you to install remote MCP servers and give Devin access to external tools and live data sources.

By integrating Devin with CData Connect AI through the built-in MCP Server, Devin gains governed, real-time access to live Dynamics 365 data. You can list catalogs, explore schemas, and query records from Dynamics 365 data using natural language prompts, with all data access running securely against authorized sources.

This article explains how to configure Dynamics 365 connectivity in Connect AI, install the CData Connect AI MCP Server from the Devin MCP marketplace, and verify the integration by querying live Dynamics 365 data from a Devin session.

About Dynamics 365 Data Integration

CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:

  • Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics 365 in a variety of ways, including Microsoft Entra ID, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
  • Use SQL stored procedures to manage their Dynamics 365 entities - listing, creating, and removing associations between entities.

CData customers use our Dynamics 365 connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics 365 data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Step 1: Configure Dynamics 365 connectivity for Devin

Connectivity to Dynamics 365 from Devin is made possible through Connect AI's Remote MCP Server. To interact with Dynamics 365 data from Devin, start by creating and configuring a Dynamics 365 connection in Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a connection in Connect AI
  2. Select Dynamics 365 from the Add Connection panel
    3. Selecting data source
  3. Enter the necessary authentication properties to connect to Dynamics 365.

    Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

    For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

    OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

    Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab and update user-based permissions
    6. Updating permissions

With the Dynamics 365 connection configured, Devin can now connect to Dynamics 365 data through Connect AI.

Step 2: Install the Connect AI MCP Server in Devin

Next, install the CData Connect AI MCP Server from the Devin MCP servers list so your sessions can discover and call live data tools through Connect AI.

Note: Installing MCP servers in Devin requires the Manage MCP Servers permission. If you don't have this permission, use the Suggest option or contact your organization admin.

  1. Log into Devin and navigate to Settings and Connections, then select the MCP servers tab
  2. Search for CData Connect AI in the marketplace and select the verified listing
    3. Viewing MCP servers in Devin and searching for CData Connect AI
  3. Click Install and enable. When prompted, complete the OAuth flow to authenticate with your Connect AI account Installing the Connect AI MCP Server in Devin
  4. Once installed, confirm the Enable in sessions toggle is on and click Test tools. Devin validates the connection and lists the available Connect AI tools, such as getCatalogs, getSchemas, getTables, and queryData Verifying the Connect AI MCP tools in Devin

With the MCP server installed and enabled, the Connect AI tools are available to every Devin session in your workspace.

Step 3: Query live Dynamics 365 data from Devin

With the integration complete, start a Devin session and interact with live Dynamics 365 data through natural language prompts.

  1. From the Devin home page, start a new session
  2. In the session prompt, ask Devin to work with your Connect AI data, for example:
    • Can you list the connections in CData Connect AI
    • Show the available schemas and tables for Dynamics 365
    • Query the top 5 records from a table in Dynamics 365
  3. Devin calls the Connect AI MCP Server and returns live results from Dynamics 365 data directly in the session. You can follow the tool calls, inputs, and outputs in the Progress panel Querying live data from a Devin session

At this point, Devin communicates with the Connect AI MCP Server and retrieves live Dynamics 365 data through remote MCP tools directly from your sessions, whether you're exploring data, building features against it, or automating engineering tasks.

Get started with CData Connect AI

To access hundreds of SaaS, big data, and NoSQL sources directly from your cloud applications, try CData Connect AI today. Download a free 14-day trial of CData Connect AI, and our Support Team is available to help with any questions you have.

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

Free Trial

In this article

Related articles