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Redbird MCP Integration

Connect Dynamics 365 to Claude with Redbird MCP

Connect your Dynamics 365 instance to Claude through Redbird MCP and turn AI chat into your command center for enterprise operations. Query financial data, update customer records, manage inventory levels, and orchestrate workflows across your ERP — all from the Claude interface you already use.

Work with Dynamics 365 in Claude through Redbird MCP

Your team can ask Claude to query, update, and automate Dynamics 365 data — all through Redbird MCP, directly from the chat interface.

Query

Query financial performance and operational metrics from Claude

Ask Claude for revenue breakdowns, aging receivables, or inventory turnover and get live Dynamics 365 data through Redbird. Turn complex ERP queries into conversational requests without navigating dashboards or running reports.

Update

Update sales opportunities and customer records via chat

Tell Claude to update deal stages, log customer interactions, or adjust opportunity values and watch your Dynamics 365 pipeline reflect changes through Redbird. Keep your CRM current without switching between applications.

Report

Generate executive reports combining Dynamics 365 and other sources

Ask Claude to pull financials from Dynamics 365, combine them with data from connected tools, and format executive summaries through Redbird. Get comprehensive business insights without manual data gathering.

Automate

Automate order processing and fulfillment workflows from Claude

Trigger purchase orders, update inventory allocations, or advance fulfillment stages by instructing Claude in plain language through Redbird. Streamline supply chain operations without logging into Dynamics 365.

Alert

Monitor service cases and field operations in real-time

Ask Claude for open service ticket summaries, technician schedules, or SLA status and receive live Dynamics 365 customer service data through Redbird. Stay on top of operations from your chat interface.

Three steps to connect Dynamics 365 to Claude

Redbird MCP bridges your tools with your AI chat — securely connecting Dynamics 365 so Claude can read and write your data on demand.

01

Connect Dynamics 365 to Redbird

Authorize Redbird to access your Dynamics 365 account. Redbird MCP handles authentication and permissions securely — no code required.

02

Open Claude

Open your Claude chat interface. Redbird MCP is available as a connected tool, giving Claude access to your Dynamics 365 data and workflows.

03

Ask about revenue, pipelines, or inventory

Ask Claude anything about your Dynamics 365 data through Redbird — query records, trigger updates, generate reports, or move data to other connected tools.

Redbird enables data movement in any direction

Through Redbird MCP, Claude can read from Dynamics 365, write to Dynamics 365, and move data between Dynamics 365 and other connected tools — all from a single chat message.

Read

Pull customer account histories from Dynamics 365

Ask Claude to retrieve a customer's purchase history, open invoices, or service interactions and get comprehensive account details from Dynamics 365 through Redbird.

Write

Create leads and log activities in Dynamics 365

Tell Claude to create a new lead, log a sales call, or update contact information and have it written directly to your Dynamics 365 instance through Redbird.

Cross-tool

Sync Dynamics 365 contacts to HubSpot campaigns

Ask Claude to pull qualified leads from your Dynamics 365 sales pipeline and add them to a HubSpot marketing campaign through Redbird, keeping marketing and sales aligned across platforms.

Ready to bring Dynamics 365 into Claude?

Redbird MCP connects your Dynamics 365 data to Claude, turning enterprise operations into conversational workflows. Start working with your ERP through AI chat today.

Get started → Book a demo