How to Access Live Dynamics CRM Data in Visual Studio Code via Cline

Cline is an autonomous coding agent right in your IDE, capable of creating/editing files, running commands, using the browser, and more with your permission every step of the way. When paired with the CData MCP Server for Dynamics CRM, you get live access to CRM data within your IDE, enabling you to build, test, and validate data-driven features using real-time schema and records without ever leaving your development environment.

This article outlines how to run the CData MCP Server for Dynamics CRM on WSL (Windows Subsystem for Linux) and connect to it from the Cline extension in Visual Studio Code on Windows.

Background

CData MCP Servers are typically designed for clients like Claude Desktop. However, when attempting to use the server via the Cline extension in Windows VS Code, the following error occurred:

MCP error -32000: Connection closed

This issue is suspected to be caused by I/O handling problems in the stdio transport implementation on the Windows version of the Cline extension.

• Related GitHub Issue: https://github.com/cline/cline/issues/3464
• Additionally, environment variables such as PATH may not be inherited correctly when launching processes like Java or Node.

Prerequisites

• Visual Studio Code installed on Windows
• Cline extension installed and configured in VS Code
• Windows Subsystem for Linux (WSL) installed with a working Linux distribution (e.g., Ubuntu)
• Java 21+ JRE installed in WSL
• CData MCP Server for Dynamics CRM installed on Windows

Step 1: Authenticate with Dynamics CRM (on Windows)

Before running the MCP Server in WSL, you must complete authentication flow in a Windows environment. This ensures all necessary credentials are generated and stored properly. Find and run the "CData MCP Server for Dynamics CRM" or execute the MCP Server JAR file to open the configuration wizard.

java -jar "C:\Program Files\CData\CData MCP Server for Dynamics CRM 2024\lib\cdata.mcp.dynamicscrm.jar"

Connecting to Dynamics CRM

The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

Configuring the CData MCP Server

Name your MCP Server (e.g. cdatadynamicscrm), enter the required connection properties, and click "Connect."

Upon successful connection, the following directory and files will be created:

C:\Users\<username>\AppData\Roaming\CData\dynamicscrm Provider\
 |-- cdatadynamicscrm.mcp
 |-- (other supporting config files)

Step 2: Copy the MCP Server Configuration into WSL

Next, copy the entire configuration folder from Windows into your WSL environment.

mkdir -p ~/.config/CData/
cp -r /mnt/c/Users/<username>/AppData/Roaming/CData/"dynamicscrm Provider" ~/.config/CData/

Ensure the destination path matches exactly: ~/.config/CData/dynamicscrm Provider/.

Step 3: Install the MCP Server on WSL

Install Java and place the MCP Server JAR in the desired location within WSL:

sudo apt update
sudo apt install openjdk-21-jre-headless
sudo mkdir -p /opt/cdata/mcp_dynamicscrm/lib
sudo cp /mnt/c/Program\ Files/CData/CData\ MCP\ Server\ for\ Dynamics CRM\ 2024/lib/cdata.mcp.dynamicscrm.jar /opt/cdata/mcp_dynamicscrm/lib/

Step 4: Configure Cline

Now, configure the Cline extension to launch the MCP Server inside WSL using the wsl command.

Create or update cline_mcp_settings.json with the following content:

{
  "mcpServers": {
    "cdatadynamicscrm": {
      "autoApprove": ["*"],
      "disabled": false,
      "timeout": 60,
      "type": "stdio",
      "command": "wsl",
      "args": [
        "-d",
        "Ubuntu", // Replace with your installed WSL distro name
        "--",
        "/usr/bin/java",
        "-jar",
        "/opt/cdata/mcp_dynamicscrm/lib/cdata.mcp.dynamicscrm.jar",
        "cdatadynamicscrm"
      ],
      "env": {
        "JAVA_TOOL_OPTIONS": "-Xmx2g"
      }
    }
  }
}

Note: Replace Ubuntu with your actual WSL distribution name (e.g., Ubuntu-22.04). Run wsl -l in PowerShell or CMD to confirm.

Step 5: Interact with Live Data in Cline

From within Visual Studio Code, you can now run MCP commands through the Cline extension.

cdatadynamicscrm_get_tables
cdatadynamicscrm_get_columns Account

If configured correctly, these commands will return a list of available Dynamics CRM objects and metadata, allowing you to interact with your CRM schema in real time.

Try natural language prompts like:

• "Generate a React form to create a new Dynamics CRM Lead."
• "Write a Python function to pull Opportunities closed this quarter."

Connect your AI to your data today!

CData MCP Servers make it easier than ever for LLMs to work with live enterprise data. To explore the technology hands-on, download a free, 30-day trial or visit the CData Community to share insights, ask questions, and help shape the future of enterprise-ready AI.