---
name: dynamics-partner-advisor
description: "Search, compare, and shortlist Microsoft Dynamics 365 implementation partners by product, industry, and region. Use when someone asks about finding a Dynamics partner, comparing ERP/CRM consultants, selecting a Business Central or Finance & Operations implementer, or needs help choosing a Microsoft partner for an ERP or CRM project. Connects to the live Top Dynamics Partners database via MCP (Model Context Protocol)."
license: MIT
compatibility: "Requires MCP client support (Claude Desktop, Claude Code, Cursor, Windsurf, Cline, or any MCP-compatible agent). No local dependencies - connects to a hosted SSE endpoint."
metadata:
  author: Ignite Marketing
  version: 1.0.0
  tags: microsoft-dynamics, erp, crm, business-central, partner-selection, mcp
  website: https://topdynamicspartners.com
  repository: https://github.com/ignitemarketing/dynamics-partner-advisor
---

# Dynamics Partner Advisor

Search, compare, and shortlist Microsoft Dynamics 365 implementation partners — powered by the live [Top Dynamics Partners](https://topdynamicspartners.com) database.

This skill connects to a hosted MCP (Model Context Protocol) server. No local code, no dependencies, no API wrappers — just point your agent at the SSE endpoint and start querying.

## When to Use

- Someone asks "Who are the best Dynamics 365 Business Central partners in Texas?"
- A consultant needs to compare ERP implementation firms by industry vertical
- A project manager wants a shortlist of partners ranked by fit for their specific requirements
- Anyone evaluating Microsoft Dynamics partners for an ERP or CRM implementation

## Setup

Add the MCP server configuration to your agent:

### Claude Desktop / Claude Code / Cursor

\`\`\`json
{
  "mcpServers": {
    "dynamics-partner-advisor": {
      "command": "npx",
      "args": ["-y", "@modelcontextprotocol/server-sse", "https://topdynamicspartners.com/api/mcp/sse"]
    }
  }
}
\`\`\`

### Direct SSE Connection

For agents that support SSE transport natively:

- **SSE Endpoint:** \`https://topdynamicspartners.com/api/mcp/sse\`
- **Messages Endpoint:** \`https://topdynamicspartners.com/api/mcp/messages\`

No API key required for basic access.

## Available Tools

### search_partners

Search for Dynamics 365 partners by product, industry, and location.

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| query | string | Yes | Natural language search (e.g., "Business Central partners in Chicago") |
| product | string | No | Filter by Dynamics product (e.g., "Business Central", "Finance & Operations") |
| industry | string | No | Filter by industry vertical (e.g., "Manufacturing", "Healthcare") |
| region | string | No | Filter by geographic region (e.g., "US-Midwest", "Canada") |
| limit | number | No | Max results to return (default: 10) |

### get_partner_details

Retrieve a comprehensive profile for a specific partner.

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| partner_id | string | Yes | The unique partner identifier |
| include_reviews | boolean | No | Include client review summaries (default: false) |

Returns: Full partner profile including functional strengths, years in business, Microsoft designations, client size fit, geographic coverage, and notable implementations.

### recommend_shortlist

Generate an AI-scored shortlist of partners matched to specific project requirements.

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| project_description | string | Yes | Describe the project needs, goals, and constraints |
| company_size | string | No | Your company size (e.g., "SMB", "Mid-Market", "Enterprise") |
| budget_range | string | No | Approximate implementation budget range |
| timeline | string | No | Desired implementation timeline |
| must_have | array | No | Required capabilities or certifications |

Returns: Ranked list of 3-5 partners with match scores, reasoning, and specific strengths relevant to the described project.

## Access Tiers

| Feature | Free (No Key) | Authenticated (API Key) |
|---------|--------------|------------------------|
| Results per query | 3 | 25 |
| Rate limit | 30 req/min | 60 req/min |
| Partner details | Basic | Full profile + reviews |
| Shortlist scoring | Standard | Enhanced AI scoring |

Request an API key at [topdynamicspartners.com/resources/mcp-server](https://topdynamicspartners.com/resources/mcp-server).

## Data Source

All data is sourced from the live [Top Dynamics Partners](https://topdynamicspartners.com) directory — a curated, continuously updated database of Microsoft Dynamics 365 implementation partners across North America.

## Links

- [Top Dynamics Partners](https://topdynamicspartners.com) — Main directory
- [MCP Server Documentation](https://topdynamicspartners.com/resources/mcp-server) — Full API docs and key registration
- [Partner Comparison Tool](https://topdynamicspartners.com/compare) — Web-based partner comparison
- [GitHub Repository](https://github.com/ignitemarketing/dynamics-partner-advisor) — Source and configuration


---
Source attribution: luokai0
Original project: https://github.com/luokai0/ai-agent-skills-by-luo-kai/blob/main/ai-agent-skills/22-clawhub-skills/dynamics-partner-advisor/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: luokai0
Original project: https://github.com/luokai0/ai-agent-skills-by-luo-kai/blob/main/ai-agent-skills/22-clawhub-skills/dynamics-partner-advisor/SKILL.md
Attribution basis: Source repository record

Fields of work: Marketing, Project & Program Management, Sales
Roles: Business Development, Marketing Analyst, Product Marketer, Project Manager, Sales Engineer
Specialties: Specialty not specified
Tools: Mcp, Microsoft Dynamics
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: c60e9fb3eafe05c8850a559bb6d22f8c1d8dce8ada8122cc2aadcd7621de4b43