Build Dynamics CRM-Powered Applications in Cursor with CData Code Assist MCP

Yazhini G
Yazhini G
Technical Marketing Engineer
Use the CData Code Assist MCP for Dynamics CRM to explore live Dynamics CRM Data in Cursor to assist with building Dynamics CRM-powered applications.

Cursor is an AI-powered code editor that integrates agentic AI into everyday development workflows. With support for MCP, Cursor can connect to local tools and enterprise data sources directly from the editor, enabling natural language interaction with live systems without switching context.

Model Context Protocol (MCP) is an open standard for connecting LLM clients to external services through structured tool interfaces. MCP servers expose capabilities such as schema discovery and live querying, allowing AI agents to retrieve and reason over real-time data safely and consistently.

In this article, we guide you through installing the CData Code Assist MCP for Dynamics CRM, configuring the connection to Dynamics CRM, connecting the Code Assist MCP add-on to Cursor, and querying live Dynamics CRM data from within the editor.

About Dynamics CRM Data Integration

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

  • Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics CRM in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.

CData customers use our Dynamics CRM 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 CRMa 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: Download and install the CData Code Assist MCP for Dynamics CRM

  1. To begin, download the CData Code Assist MCP for Dynamics CRM
  2. Find and double-click the installer to begin the installation
  3. Run the installer and follow the prompts to complete the installation

When the installation is complete, you are ready to configure your Code Assist MCP add-on by connecting to Dynamics CRM.

Step 2: Configure the connection to Dynamics CRM

  1. After installation, open the CData Code Assist MCP for Dynamics CRM configuration wizard

    NOTE: If the wizard does not open automatically, search for "CData Code Assist MCP for Dynamics CRM" in the Windows search bar and open the application.

  2. In MCP Configuration > Configuration Name, either select an existing configuration or choose to create a new one
  3. Name the configuration (e.g. "cdata_dynamicscrm") and click OK
  4. Enter the appropriate connection properties in the configuration wizard

    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.

  5. Click Connect to authenticate with Dynamics CRM
  6. Then, click Save Configuration to save the Code Assist MCP add-on

This process creates a .mcp configuration file that Cursor will reference when launching the Code Assist MCP add-on. Now with your Code Assist MCP add-on configured, you are ready to connect it to Cursor.

Step 3: Connect the Code Assist MCP add-on to Cursor

  1. Download the Cursor desktop application and complete the sign-up flow for your account
  2. From the top menu, click Settings to open the settings panel
  3. In the left navigation, open the Tools & MCP tab and click Add Custom MCP
  4. Option 1: Manually add the MCP configuration

    1. Cursor opens an mcp.json file in the editor
    2. Add the code shown below and save the file
    3. {
        "mcpServers": {
          "cdata-local": {
            "command": "C:/Program Files/Java/jdk-17/bin/java.exe",
            "args": [
              "-jar",
              "C:/Program Files/CData/CData Code Assist MCP for Dynamics CRM/lib/cdata.mcp.dynamicscrm.jar",
              "cdata_dynamicscrm"
            ]
          }
        }
      }
      

      NOTE: The command value should point to your Java 17+ java.exe executable, and the JAR path should point to the installed CData Code Assist MCP add-on .jar file. The final argument must match the MCP configuration name you saved in the CData configuration wizard (e.g. "cdata_dynamicscrm").

    Option 2: Copy the MCP configuration from the CData Code Assist MCP for Dynamics CRM UI

    1. After saving and testing your connection in the configuration wizard, click Next
    2. Select Cursor from the AI MCP Tool dropdown
    3. Follow the MCP Client Instructions to create the required folders for the MCP config
    4. Copy the displayed JSON code and paste it into your configuration file
    5. In Cursor, open the project folder you created with the mcp.json config
  5. The Code Assist MCP add-on should appear as Running under Installed MCP Servers

Step 4: Query live Dynamics CRM data in Cursor

  1. From the top bar, click Toggle AI Pane to open the chat window
  2. Ask questions about your Dynamics CRM data using natural language. For example:

    "List all tables available in my Dynamics CRM data connection."

Cursor is now fully integrated with CData Code Assist MCP for Dynamics CRM and can use the MCP tools exposed to explore schemas and execute live queries against Dynamics CRM.

Build with Code Assist MCP. Deploy with CData Drivers.

Download Code Assist MCP for free and give your AI tools schema-aware access to live Dynamics CRM data during development. When you're ready to move to production, CData Dynamics CRM Drivers deliver the same SQL-based access with enterprise-grade performance, security, and reliability.

Visit the CData Community to share insights, ask questions, and explore what's possible with MCP-powered AI workflows.

Ready to get started?

Download a free Dynamics CRM Code Assist MCP to get started:

 Download Now

Learn more:

Dynamics CRM Icon Dynamics CRM Code Assist MCP

The CData Code Assist MCP for Dynamics CRM provides schema-aware context for AI-assisted code generation with live Dynamics CRM data.