microsoft-dynamics-365-sales-mcp.yml

Documentation

Documentation link · transport

Tools

• get_lead_research — Retrieve detailed lead research and individual prospect analysis
• get_account_research — Retrieve comprehensive account research data
• get_competitor_research — Retrieve competitor research and competitive landscape
• get_engage_summary — Retrieve engagement summary and interaction history for a lead
• get_lead_qualification_assessment — Get comprehensive lead qualification assessment against target customer profile criteria
• draft_outreach_email — Draft personalized sales qualification agent outreach emails
• get_key_opportunity_insights — Retrieve key insights for the opportunity from Sales Close Agent
• get_key_opportunity_signals — Retrieve the key signals for the opportunity from Sales Close Agent
• get_key_opportunity_stakeholders — Retrieve key stakeholders for the opportunity from Sales Close Agent
• get_opportunity_health — Retrieve opportunity health from Sales Close Agent
• get_opportunity_pain_points_and_needs — Retrieve opportunity pain points and needs from Sales Close Agent
• get_opportunity_top_risks — Retrieve opportunity top risks from Sales Close Agent
• get_opportunity_deal_overview — Retrieve all opportunity insights from Sales Close Agent
• get_customer_updates — Retrieve recent changes to leads, accounts, and opportunities owned by the user
• get_sales_record_summary — Retrieve record summary for the given record
• get_sales_lead_catchup — Retrieve recent lead updates
• get_sales_account_catchup — Retrieve recent account updates
• get_sales_opportunity_catchup — Retrieve recent opportunity updates
• get_sharepoint_search_results — Search SharePoint documents for the given query
• get_answer_from_sharepoint_documents — Get answers from SharePoint documents for the given query

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