Dataverse

You will run an MCP server that connects to Microsoft Dataverse, transform results into readable resources, and generate interactive Chart.js reports. This server helps you visualize and manage Dataverse data, then expose resources and reports to your MCP client for streamlined conversations and analysis.

How to use

You interact with the Dataverse MCP Server through an MCP client. Start by ensuring the server is running locally or remotely, then query Dataverse data with the available tools to fetch results. You can choose to turn raw results into Markdown resources for easy sharing, or generate interactive HTML reports that render Chart.js visualizations. Use the resources in your conversations to provide context, summarize large datasets, or embed visual analyses in your workflows.

How to install

Prerequisites you need to install and run the server are the .NET 9.0 SDK and a working Dataverse instance with proper credentials.

# Check your .NET SDK version
dotnet --version

# Ensure you have a Dataverse instance and credentials ready
# Then run the MCP server project
# Run from the repository's root where the server project is located

# Start the server in Development environment
dotnet run --project MyDataverseMcpServer --environment Development

Additional notes

The server exposes the MCP endpoints locally. Once running, you can access interactive reports at the provided URL when applicable.

Security and configuration

Configure Dataverse credentials by copying appsettings.json to appsettings.local.json and editing with your Dataverse credentials. Keep credentials secure and do not expose them in client configurations.

Available tools

ExecuteFetch

FetchXML query execution with smart result handling

WhoAmI

Dataverse identity verification

BulkCreateRandomContacts

Bulk data creation with progress tracking

CreateReportFromQuery

Generate Chart.js visualizations from FetchXML queries

CreateReportFromData

Create Chart.js reports from CSV data with custom headings

CreateTextResource

Basic resource creation for any text content