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Set up Ilvy in your environment.

Ilvy has three components. Deploy Ilvy Core into each Dynamics 365 environment, host Ilvy Server once for your organization, and give every developer Ilvy Desktop. Each download below shows its latest version, release notes, and a verifiable checksum.

Ilvy Core

deploys inside your Dynamics 365 environment

The foundation Ilvy works through. Deploy it once per environment — Dev, UAT and Production each get their own. Requires a Dynamics 365 administrator.

  1. Download the Ilvy Core package below.
  2. Deploy it to the target environment with deploy-ilvy-core.ps1 (or hand the package to your Dynamics administrator).
  3. Repeat for each environment you want Ilvy to reach.

Ilvy Server

your organization hosts this, once

The connector that links your AI assistants to Ilvy Core and governs who can reach which environment. Runs in your own tenant — set it up from scratch or deploy an update over an existing one.

  1. Download Ilvy Server below.
  2. First-time setup: first-run script — configures and starts it.
  3. Update an existing host: update script.

Ilvy Desktop

one per developer · Windows

A single self-contained app a developer installs and signs into with their personal access key, then registers with Claude Code or Claude Desktop.

  1. Download Ilvy Desktop above and save Ilvy.exe somewhere stable — e.g. %USERPROFILE%\Ilvy\Ilvy.exe. It's a single file; there's no installer.
  2. Activate it with your seat key. In a terminal, run it once — this exchanges your key for your organization's license and remembers who you are:
    Ilvy.exe configure --seat <YOUR-SEAT-KEY>
    Your seat key carries the control-plane address, so there's nothing else to point it at. ⚠ This build isn't code-signed yet, so on first launch Windows SmartScreen may say "Windows protected your PC" — click More info → Run anyway.
  3. Register it with your AI assistant — pick one:
    Claude Code (CLI)

    One command registers it as a local (stdio) MCP server:

    claude mcp add ilvy -- "%USERPROFILE%\Ilvy\Ilvy.exe"

    Then check it's connected:

    claude mcp list
    Claude Desktop (app)

    Open Settings → Developer → Edit Config (this opens %APPDATA%\Claude\claude_desktop_config.json) and add an ilvy entry under mcpServers, then fully quit and reopen Claude Desktop:

    {
      "mcpServers": {
        "ilvy": {
          "command": "C:\\Users\\you\\Ilvy\\Ilvy.exe"
        }
      }
    }

    Use double backslashes in the JSON path, and the full path (no %USERPROFILE% — JSON doesn't expand it).

  4. Confirm it works. Ask your assistant to call ilvy_capabilities — it reports the environments you've been assigned and which tools this connection allows. Switch environments with ilvy_switch_profile.

Prefer a script? configure-ilvy.ps1 runs the activation (step 2) and can register Claude Code for you with -RegisterClaudeCode.