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Service 05 · ConnectAI · MCP Services

Let AI work inside your business systems. Safely.

We connect AI assistants to your ERP, CRM and documents using the Model Context Protocol (MCP). Your team asks in plain English and gets answers from live data — while you stay in control of every permission and every action.

Book a Free Call → ▶ Try the live demo

No coding on your side · Start read-only · Live in weeks, not quarters

ConnectAI · Finance assistant Dynamics 365 · read-only
Which customers are more than 90 days overdue, and who owns the follow-up?
12 customers are past 90 days. The three largest:
CustomerOverdueOwner Orion Traders₹18.4 LPriya Kaveri Agro₹11.2 LRahul Northline Pharma₹7.9 LPriya
Shall I draft reminder emails for your approval?
Source: Customer ledger · logged 10:42 Illustrative example
25+ yearsas an entrepreneur — founder
150+happy clients served
AI-firsta working pilot before you commit
CA-ledcontrols and audit thinking built in
MCP, in plain words

Think of MCP as a universal plug between AI and your software.

Model Context Protocol (MCP) is an open standard that lets AI assistants — such as Claude, ChatGPT or Microsoft Copilot — connect to your business systems through one common, secure doorway.

Instead of building a custom bridge for every AI tool, we build one MCP connector per system. Any AI you approve can then read your live data and, only with your permission, take actions.

MCP is now an open, industry-governed standard, and 2026 is the year enterprises are moving it from experiments into production.

Without MCP
With Dynaimers ConnectAI
Data is copy-pasted into chat windows
AI reads live data where it already lives
A custom integration for every AI tool
One connector per system, works with any AI
Anyone can paste anything
Access follows each person's role
No record of what the AI saw or did
Every request and action is logged
How it works

From a question to a trusted answer in five steps.

  1. 1You askType or speak a question in plain English, inside tools you already use.
  2. 2AI understandsThe assistant works out which data or action is needed.
  3. 3MCP checksThe gateway confirms who you are and what you may see or do.
  4. 4Systems respondYour ERP, CRM or documents return live data. Nothing is copied out.
  5. 5You decideAn answer with its source, or a drafted action waiting for your approval.

The architecture at a glance

Services

Six ways we bring MCP into your business.

Start small with an assessment or a pilot. Grow into workflows and a managed service once the value is proven.

01Start here

MCP Readiness Assessment

Find out where AI connections will pay off first.

  • A map of your systems and sensitive data
  • Top 10 use cases, ranked by value
  • Security and governance gaps to close

2–3 weeks · Fixed fee

02

"Talk to Your ERP" Pilot

Your team questions live ERP data in plain English.

  • MCP connector for Dynamics 365, Tally, SAP Business One or Zoho
  • Read-only to start, so the risk stays low
  • Pilot users trained and supported

6–8 weeks · Fixed fee

03

Agentic Workflows

AI that does the work, with a person approving it.

  • Drafted purchase orders and vendor reconciliations
  • Receivable follow-ups, ready to send
  • GST and compliance packs prepared for review

Priced per workflow

04

Governance and Controls

Designed by a Chartered Accountant-led team.

  • Role-based access and approval policies
  • Audit trails your auditors can follow
  • Aligned with local data-protection law and internal audit

Advisory retainer

05

Managed ConnectAI

We run it, so your team doesn't have to.

  • Hosting and round-the-clock monitoring
  • Connectors kept current as systems change
  • New use cases added every quarter

Monthly retainer

06

Leadership Workshops

Half-day sessions for CXOs and boards.

  • What AI agents can and can't do today
  • Risk and return, in business terms
  • A 90-day action plan for your company

Half-day · Fixed fee

Where it pays off first

Questions your people could ask on day one.

Finance and accounts"Which vendor statements don't match our ledger this quarter?"
Pharma and compliance"Which audit findings are still open, and what evidence is missing?"
Publishing and distribution"Which titles are selling fast in the West zone but running low on stock?"
Manufacturing, agri and ESG"Pull this year's energy and emissions data for our BRSR report."
Safe by design

MCP lets AI act inside live systems. That's why setup matters.

Over-permissioned access and manipulated instructions are real risks. Every ConnectAI rollout is built around four controls from day one.

Read-only firstEvery engagement starts with read access. Write actions are added one at a time.
Your roles, enforcedThe AI sees only what the person asking is already allowed to see.
A human approvesPayments, journals, orders and emails wait for a named approver.
Everything loggedEach question, data call and action is recorded for audit.
Live demo · try it yourself

Ask your ledger for the P&L. Get it in seconds.

Our Finance Copilot demo runs on a fictional three-country group in a Dynamics 365-style ledger. Switch between the CFO, Controller, BU Head and Auditor and see how role security, drill-down to vouchers, close checks, approvals and the audit trail work — in your browser, no login.

  • ✓ P&L, balance sheet, cash flow, trial balance
  • ✓ Consolidation with eliminations
  • ✓ Role-wise dashboards
  • ✓ Year-end close board
  • ✓ 8-step guided demo
  • ✓ Printable board pack
Fictional sample data. Best on a laptop; works on phones too.
Finance Copilot demo overview: FY26 revenue, EBITDA, cash, close status and intercompany figures with a guided demo button
Case studies · free download

See how it works in your function.

Download the decks we walk leadership teams through. Share them with your CFO, ESG head or IT team — no sign-up needed. The sample case studies are illustrative composites; figures are example targets, not results of named clients.

Title slide of the Finance Copilot for Dynamics 365 deck15 slides · PowerPoint and PDF
Finance · Microsoft Dynamics 365

Finance Copilot for Dynamics 365

A three-country group (India, UAE, Saudi Arabia) asks for its P&L, balance sheet, cash flow and consolidation in plain English — straight from the ledger.

  • Statements in seconds, every number drills to the voucher
  • Close checks catch a USD 42k intercompany gap before sign-off
  • AI drafts the adjusting journal; a second person approves
  • D365 security roles decide what each person sees

Target outcome: month-end reporting pack from days to hours.

Title slide of the One ESG dataset, any reporting framework deck14 slides · PowerPoint and PDF
ESG and sustainability

One ESG dataset, any reporting framework

Emissions and ESG KPIs computed from the ERP, utility, HR and supplier systems that already hold the data — traceable to source, for any framework in any country.

  • GRI, IFRS S1/S2, BRSR Core, CBAM and local rules from one dataset
  • Every figure traceable to the bill, meter reading or invoice
  • Supplier data requests drafted and tracked by AI
  • Three sample case studies: India, GCC and a global group

Target outcome: disclosure-ready data without spreadsheet chases.

Title slide of the ConnectAI: MCP for ERP, CRM and documents deck9 slides · PowerPoint and PDF
AI in your business systems

ConnectAI: MCP for ERP, CRM and documents

How Dynaimers connects AI assistants such as Claude, ChatGPT and Copilot to your business systems using the Model Context Protocol — safely.

  • What MCP is, in plain business language
  • Read-only first, then approved actions one at a time
  • Role-based access, human approval and a full audit trail
  • Our assess → pilot → scale approach

Start with a 6–8 week read-only pilot on one system.

Want all three?↓ Download all (PPT + PDF, ZIP)Opening the PowerPoint on a phone? Use the phone-friendly version or the PDF.
Not on Dynamics 365?

Runs on any ERP.

The demo is shown on Dynamics 365, where Microsoft provides a ready MCP server. For other ERPs, Dynaimers builds a ConnectAI connector on the ERP's own API. The statements, close checks, approvals, role security and audit trail stay the same — and groups running different ERPs can be consolidated in one view.

Microsoft Dynamics 365 F&ODynamics 365 Business CentralSAP S/4HANA & ECCSAP Business OneOracle Fusion Cloud ERPOracle NetSuiteTally PrimeOdooZoho BooksSage Intacct / X3InforEpicorAcumaticaCustom / in-house ERP
  1. 1 · ConnectThe vendor's MCP server where one exists, or a ConnectAI connector on the ERP's API (OData, REST, BAPI/RFC, SuiteTalk, ODBC).
  2. 2 · MapChart of accounts, entities, dimensions and budgets mapped once to the statement model.
  3. 3 · SecureYour ERP's own users and roles decide what each person can see or do.
  4. 4 · Go liveSame copilot, statements, close board, dashboards and audit log — on your ERP.
The approach we take

A pilot before a promise. Then scale.

  1. Weeks 1–3AssessMap systems, data and risks. Agree the first use case.
  2. Weeks 4–11PilotConnect one system read-only. Real users, real questions, measured results.
  3. Month 3 onwardScaleAdd systems and approved actions, one workflow at a time.
  4. OngoingRunWe monitor, maintain and keep improving it with you.

See what your systems could do with AI — in one conversation.

Book a readiness call with Chirag Shah, Founder and CEO of Dynaimers. Together we'll pick the first use case worth piloting.

Book a Free Call → chirag@dynaimers.com +91 98331 72357