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AI-powered semantic search for Microsoft Dynamics 365 F&O development. Find and understand X++ code through natural language queries via Model Context Protocol (MCP).

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FO Semantic MCP Server

πŸš€ Model Context Protocol server for Microsoft Dynamics 365 Finance & Operations development

Supercharge your AI coding assistant with deep F&O knowledge. This MCP server enables AI agents in Cursor IDE, Claude Desktop, and VS Code to search 50,000+ F&O artifacts, read local source code, and find relevant examples for your development tasks.

πŸ€– What it provides: When building F&O extensions, your AI assistant can:

  • Search F&O artifacts using natural language queries
  • Find similar implementations and patterns in standard D365 code
  • Read actual XML source files from your local F&O installation
  • Access rich metadata about tables, forms, classes, and more

πŸ“‹ Features

βœ… Semantic Search - Find F&O artifacts using natural language βœ… 50,000+ Artifacts - Tables, Forms, Classes, EDT, Enums, Data Entities, Views, Queries βœ… AI Descriptions - Understand artifact purpose without reading XML βœ… Local File Access - Read actual F&O XML files for complete analysis βœ… Rich Metadata - Business domains, modules, configuration keys, usage context βœ… Multi-Platform - Works on Windows, macOS, Linux with Node.js βœ… MCP Compatible - Works with Cursor IDE, Claude Desktop, VS Code

🎯 Perfect For

  • F&O Developers building extensions and customizations
  • Consultants learning existing implementations
  • Architects understanding system patterns
  • Teams accelerating development cycles

πŸ”§ What's Included

MCP Tool: search_FO_artifacts

Search Microsoft D365 F&O standard artifacts semantically. Returns artifact metadata including:

  • Artifact name, type, and module
  • AI-generated descriptions and usage context
  • Business domain classification
  • Local file paths (if configured)

MCP Prompt: fo-development-assistant (Claude Desktop only)

A complete 6-step development workflow for F&O customizations:

  1. Search standard D365 artifacts
  2. Read standard implementations
  3. Search your workspace for custom code
  4. Read your customizations
  5. Generate context-aware solutions
  6. Present comprehensive analysis

Note: The prompt workflow is user-invoked and works in Claude Desktop. In Cursor IDE, you can guide the AI through similar steps manually.

⚑ Quick Start

1. Prerequisites

Ensure you have Node.js installed:

2. Get API Key

Get your API key from: https://www.xplusplus.ai/

Visit our website to view available plans and pricing.

3. Installation

Choose the installation method that works best for you:

Option A: Use with npx (Recommended - Always Latest Version)

No installation needed! Your MCP client will automatically fetch the latest version when started.

Cursor IDE (~/.cursor/mcp.json or %USERPROFILE%\.cursor\mcp.json):

{
  "mcpServers": {
    "fo-semantic-mcp": {
      "command": "npx",
      "args": ["-y", "fo-semantic-mcp"],
      "env": {
        "FOINDEX_API_KEY": "your_api_key_here",
        "FO_LOCAL_ASSETS_PATH": "C:\\Users\\YourName\\AppData\\Local\\Microsoft\\Dynamics365\\10.0.xxxx\\PackagesLocalDirectory"
      }
    }
  }
}

Claude Desktop (~/AppData/Roaming/Claude/claude_desktop_config.json on Windows):

{
  "mcpServers": {
    "fo-semantic-mcp": {
      "command": "npx",
      "args": ["-y", "fo-semantic-mcp"],
      "env": {
        "FOINDEX_API_KEY": "your_api_key_here",
        "FO_LOCAL_ASSETS_PATH": "C:\\Users\\YourName\\AppData\\Local\\Microsoft\\Dynamics365\\10.0.xxxx\\PackagesLocalDirectory"
      }
    }
  }
}

VS Code (similar to Cursor IDE configuration above)

Benefits of npx:

  • βœ… No installation required
  • βœ… Always uses latest version automatically
  • βœ… No manual updates needed
  • βœ… Works on Windows, macOS, and Linux

macOS/Linux users: Use forward slashes in paths:

{
  "env": {
    "FOINDEX_API_KEY": "your_api_key_here",
    "FO_LOCAL_ASSETS_PATH": "/Users/yourname/.local/Microsoft/Dynamics365/10.0.xxxx/PackagesLocalDirectory"
  }
}

Option B: Global Installation

Install the package globally on your system:

npm install -g fo-semantic-mcp

Then configure your MCP client:

Cursor IDE / Claude Desktop / VS Code:

{
  "mcpServers": {
    "fo-semantic-mcp": {
      "command": "fo-semantic-mcp",
      "env": {
        "FOINDEX_API_KEY": "your_api_key_here",
        "FO_LOCAL_ASSETS_PATH": "C:\\Users\\YourName\\AppData\\Local\\Microsoft\\Dynamics365\\10.0.xxxx\\PackagesLocalDirectory"
      }
    }
  }
}

When to use global installation:

  • You want to pin to a specific version
  • You have limited internet connectivity
  • You prefer explicit version control

To update:

npm update -g fo-semantic-mcp

Option C: Manual Installation from GitHub Release

Download and run from a local directory:

  1. Download the latest release from GitHub
  2. Extract to your preferred location (e.g., C:\tools\fo-semantic-mcp)
  3. Run npm install in the extracted folder

Then configure using the full path:

{
  "mcpServers": {
    "fo-semantic-mcp": {
      "command": "node",
      "args": ["C:\\tools\\fo-semantic-mcp\\dist\\server.js"],
      "env": {
        "FOINDEX_API_KEY": "your_api_key_here",
        "FO_LOCAL_ASSETS_PATH": "C:\\Users\\YourName\\AppData\\Local\\Microsoft\\Dynamics365\\10.0.xxxx\\PackagesLocalDirectory"
      }
    }
  }
}

macOS/Linux paths use forward slashes: /path/to/fo-semantic-mcp/dist/server.js

When to use manual installation:

  • You want full control over the installation location
  • You're developing or customizing the server
  • Your environment restricts npm package execution

4. Restart Your AI Client

Completely restart Cursor IDE, Claude Desktop, or VS Code to load the MCP server.

πŸ”§ Configuration Options

Environment Variables

Variable Description Default Required
FOINDEX_API_KEY Your API key from xplusplus.ai - βœ… Yes
FO_LOCAL_ASSETS_PATH Path to F&O PackagesLocalDirectory - Recommended
FO_SEARCH_DEFAULT_THRESHOLD Relevance filter (0-1) No threshold No
FO_SEARCH_TIMEOUT_MS Request timeout (milliseconds) 10000 No
FO_SEARCH_DEFAULT_LIMIT Default result limit 10 No
FO_SEARCH_MAX_LIMIT Maximum result limit 50 No

Finding Your PackagesLocalDirectory

The FO_LOCAL_ASSETS_PATH enables reading actual F&O XML source files. This is optional but highly recommended for full analysis capabilities.

Windows:

C:\Users\[YourName]\AppData\Local\Microsoft\Dynamics365\[version]\PackagesLocalDirectory

PowerShell command to find it:

Get-ChildItem "$env:LOCALAPPDATA\Microsoft\Dynamics365\" -Recurse -Filter "PackagesLocalDirectory" | Select-Object FullName

macOS/Linux: Depends on your F&O development setup. Common locations:

~/.local/Microsoft/Dynamics365/[version]/PackagesLocalDirectory
~/Library/Application Support/Microsoft/Dynamics365/[version]/PackagesLocalDirectory

Note: If FO_LOCAL_ASSETS_PATH is not configured, the server will still work for semantic search but won't be able to read local XML files.

πŸ’‘ Example Usage

Basic Searches

"Find customer tables in D365"
"Show me sales order forms"
"Search for pricing calculation classes"
"Find inventory transaction data entities"

Artifact Type Filters

You can filter by artifact type for more focused results:

  • Tables
  • Forms
  • Classes
  • EDT (Extended Data Types)
  • Enums
  • DataEntity
  • Views
  • Queries

Advanced Queries

"Find all tables related to inventory management"
"Show me forms that use the CustTable datasource"
"Search for classes that implement pricing logic"
"Find data entities for financial reporting"

In Claude Desktop

Use the fo-development-assistant prompt for guided F&O development workflows. Simply type /fo-development-assistant to activate the structured workflow.

In Cursor IDE & VS Code

Ask your AI assistant to search F&O artifacts, then guide it through a workflow:

  1. Search standard D365 implementations
  2. Read source files to understand patterns
  3. Search your workspace for existing customizations
  4. Combine insights for context-aware solutions

🎬 Live Demo

See it in action! Check out our Real-Life Demo showing how an AI agent uses the MCP server to complete a full D365 F&O customization task - from natural language request to working code.

Task: "Create a new field 'External name' on vendor group table and add it to form general tab"

What you'll see:

  • AI using semantic search to find D365 artifacts
  • Reading standard implementations via file paths
  • Checking workspace for existing customizations
  • Generating complete table and form extensions
  • All in a single session with proper D365 patterns

πŸ‘‰ View the Complete Demo

πŸ”§ Troubleshooting

Tools Not Loading

Symptom: MCP server appears in your client but tools don't show up

Solutions:

  1. Verify FOINDEX_API_KEY is set correctly (no quotes in JSON, no extra spaces)
  2. Completely restart your AI client (not just reload window)
  3. Check MCP server logs in your client's developer console
  4. Test with npx fo-semantic-mcp directly in terminal to verify installation

Timeout Errors

Symptom: "Request timeout" or "Connection refused" errors

Solutions:

  1. Verify internet connectivity to https://search.xplusplus.ai
  2. Increase timeout: "FO_SEARCH_TIMEOUT_MS": "30000" (30 seconds)
  3. Check if firewall/proxy is blocking the connection
  4. Try with a different network (corporate firewalls may block external APIs)

Local File Reading Not Working

Symptom: Can search artifacts but can't read XML source files

Solutions:

  1. Verify FO_LOCAL_ASSETS_PATH points to correct directory
  2. Ensure the path exists and is accessible
  3. On Windows, use double backslashes: "C:\\Users\\..."
  4. Check file permissions for the PackagesLocalDirectory
  5. Restart your AI client after updating the path

npx Command Fails

Symptom: "npx: command not found" or npm errors

Solutions:

  1. Ensure Node.js 18+ is installed: node --version
  2. Ensure npm is installed: npm --version
  3. Update npm: npm install -g npm@latest
  4. Try global installation method instead (Option B above)

Version-Specific Issues

To check your installed version:

# For global installation
npm list -g fo-semantic-mcp

# For npx (shows latest available)
npm view fo-semantic-mcp version

To force specific version with npx:

{
  "command": "npx",
  "args": ["-y", "fo-semantic-mcp@2.0.7"]
}

πŸ“– What's New in v2.0.7

Latest Fixes

  • βœ… MCP STDIO protocol compliance - Fixed initialization timeouts in Claude Desktop
  • βœ… MCP registry publication - Now discoverable in official MCP catalog at registry.modelcontextprotocol.io
  • βœ… npm installation support - Install via npm install -g or use directly with npx
  • βœ… Character encoding fixes - Clean display of prompts and responses
  • βœ… Logging improvements - All logs use STDERR for proper MCP protocol compliance

Previous v2.0 Improvements

  • βœ… Simplified architecture - Concise tool documentation and clean responses
  • βœ… Single prompt - One clear fo-development-assistant prompt
  • βœ… Standard TypeScript build - Removed obfuscation for transparency
  • βœ… Production-ready package - Only essential runtime files included
  • βœ… Better MCP alignment - Follows proper MCP architecture patterns

Migration from Earlier Versions

From v1.x:

  • No breaking API changes
  • Update installation and restart your AI client
  • Configuration format is compatible

From v2.0.0-2.0.6:

  • Use npx method for easiest updates
  • Update configuration to use npx command (recommended)
  • Restart AI client to load new version

πŸ†˜ Support

πŸ“„ License

This software is licensed for commercial use. See LICENSE file for details.

πŸš€ About FO-Index

Built by the team behind FO-Index - the comprehensive knowledge base for Microsoft Dynamics 365 Finance & Operations development.

Our Mission: Accelerate D365 F&O development by making Microsoft's vast standard artifact library searchable and understandable through AI.


Ready to enhance your F&O development? Get your API key and start today! 🎯

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AI-powered semantic search for Microsoft Dynamics 365 F&O development. Find and understand X++ code through natural language queries via Model Context Protocol (MCP).

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