MCP Dataverse

MCP Dataverse

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Why MCP Dataverse?

AI agents hallucinate schema, guess column names, and build broken OData queries. This server gives them real-time access to your Dataverse environment — schema, records, metadata, solutions — through the Model Context Protocol.

• Three auth modes — device code (local), client credentials (CI/CD), managed identity (Azure-hosted)
• Works with any MCP client — VS Code, Claude, Cursor, Windsurf, Gemini, Codex CLI
• Atomic tools — each tool does one thing well; the AI picks the right one
• Structured outputs — every response returns {summary, data, suggestions}
• Guardrails — destructive operations require explicit confirmation
• Encrypted tokens — AES-256-GCM cached credentials, never logged

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Install

npx mcp-dataverse install

The interactive wizard configures your environment, registers the server in VS Code, and authenticates your Microsoft account in under 2 minutes.

Requires Node.js 20+. For other clients (Claude, Cursor, Windsurf…) see Multi-Client Setup.

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Authentication

Three modes — choose based on where the server runs:

Mode	When to use
Device Code (default)	Local development — interactive Microsoft login, token cached on disk
Client Credentials	Unattended: CI/CD, Docker, Azure services — authMethod: "client-credentials" + App Registration
Managed Identity	Azure-hosted (App Service, Container Apps) — zero secrets, authMethod: "managed-identity"

Device code quick start: authentication triggers on the first tool call.

1. Open View → Output → MCP — a sign-in code appears
2. Go to https://microsoft.com/devicelogin, enter the code, sign in with your work account
3. Token is cached encrypted — all future starts are silent

For client credentials and managed identity setup, see Authentication docs.

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Capabilities

Category	Count	Description
Metadata	9	Tables, schema, relationships, option sets, entity keys
Query	3	OData, FetchXML, paginated retrieval
CRUD	6	Get, create, update, delete, upsert, assign
Relations	4	Associate, associate bulk, disassociate, query associations
Actions & Functions	6	Bound/unbound Dataverse actions and functions
Batch	1	Up to 1000 operations atomically
Solutions	2	Publish customizations, create sitemap
Search	1	Full-text Relevance Search
Users & Teams	4	Users, roles, teams, role assignment
RBAC	7	Role privileges: list, assign, remove, add, replace, get, team
Files	2	Upload/download file and image columns
Audit & Trace	3	Audit log, plugin trace logs, workflow trace logs
Annotations	2	Notes and file attachments
Customization	4	Custom actions, plugins, env variables, connection references
Attributes	4	Create, update, delete columns; lookup column type
Schema (write)	2	Create custom tables and relationships
Record Access	4	Check, grant, revoke record sharing; merge records
Assistance	2	Tool router, tool tags
+ more	…	Delta sync, impersonation, views, business units, duplicate detection

→ Full Capabilities Reference

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HTTP Transport

Run as an HTTP server for multi-client use:

MCP_TRANSPORT=http MCP_HTTP_PORT=3000 MCP_HTTP_SECRET=mysecret node dist/server.js

Connect using VS Code / Copilot with:

{
  "servers": {
    "dataverse": {
      "type": "http",
      "url": "http://localhost:3000/mcp",
      "headers": {
        "Authorization": "Bearer mysecret"
      }
    }
  }
}

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Troubleshooting

Symptom	Fix
No sign-in prompt	Open View → Output → MCP — the device code is displayed there
No MSAL accounts found	Run npx mcp-dataverse-auth then restart the server
Authentication timed out	Restart the MCP server — a fresh code is generated automatically
Server not appearing in Agent mode	Run npx mcp-dataverse install or npx mcp-dataverse doctor
HTTP errors	Run npx mcp-dataverse doctor to diagnose config and connectivity

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Performance Tip

MCP Dataverse is designed to be comprehensive, but most AI models work best with fewer tools in context. Deselect the tools you don't need in your client's tool picker (e.g. VS Code Chat panel) to keep the agent focused and responsive.

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Roadmap

Version	Feature	Status
v0.4	HTTP transport + attribute management + schema consistency	✅ Released
v0.5	Enterprise auth (Client Credentials, Managed Identity, Entra JWT)	✅ Released
v0.6	MCP Prompts (5 templates) + MCP Resources (4)	✅ Released
v0.7	Schema write (create table/relationship) + Record Access (share, merge)	✅ Released (v0.7.5)

→ Full Roadmap

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License

MIT © Ali Taggaz