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Dataverse
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2 months ago
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Documentation & install
Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.
Installation
Add the following to your MCP client configuration file.
Configuration
View docs{
"mcpServers": {
"wizspdemo-dataverse-mcp2": {
"command": "cmd",
"args": [
"/c",
"node",
"C:\\\\DEV\\\\projects\\\\dataverse-mcp\\\\build\\\\index.js"
],
"env": {
"DATAVERSE_URL": "https://yourorg.crm.dynamics.com",
"DATAVERSE_CLIENT_ID": "your-client-id",
"DATAVERSE_TENANT_ID": "your-tenant-id",
"DATAVERSE_CLIENT_SECRET": "your-client-secret"
}
}
}
}You can manage Dataverse schema and generate ready-to-use WebAPI calls with a dedicated MCP server. This server automates creating and updating tables, columns, relationships, and option sets, handles solution-based context for consistent naming, and provides tooling to generate API calls and diagrams for your Dataverse model.
How to use
To use the Dataverse MCP Server, start the MCP runtime with the Dataverse configuration and then interact with it through your MCP client. You will create a solution context, define a publisher, and start creating tables, columns, relationships, and option sets. The server will automatically apply a publisher-based customization prefix, persist solution context, and generate ready-to-use WebAPI calls and PowerPages integrations as you work.
How to install
Prerequisites: Node.js and npm installed on your system.
- Install dependencies.
Configuration and runtime
The Dataverse MCP Server runs as an MCP process that you start locally. It can be configured either with environment variables or with a dedicated env file. Below is a typical stdio configuration that runs the server locally after building its package.
Configuration (example)
Available tools
create_dataverse_table
Create a new custom Dataverse table with specified configuration; requires a solution context
get_dataverse_table
Retrieve detailed information about a Dataverse table including metadata and configuration
update_dataverse_table
Update properties and configuration of an existing Dataverse table; changes are published automatically
delete_dataverse_table
Permanently delete a custom Dataverse table; data removal is irreversible
list_dataverse_tables
List tables in the Dataverse environment with filtering options
create_dataverse_column
Create a new column in a Dataverse table with a specified data type and settings
get_dataverse_column
Retrieve detailed column information including data type and configuration
update_dataverse_column
Update column properties and configuration; note that data type cannot be changed
delete_dataverse_column
Permanently delete a column from a Dataverse table
list_dataverse_columns
List columns for a specified table with filtering options
create_autonumber_column
Create an AutoNumber column with a defined format; supports sequences and placeholders
update_autonumber_format
Update the AutoNumber format of an existing AutoNumber column
set_autonumber_seed
Set the seed for sequential numbering of an AutoNumber column
get_autonumber_column
Retrieve detailed information about an AutoNumber column
list_autonumber_columns
List all AutoNumber columns in a table or across the environment
convert_to_autonumber
Convert an existing text column to an AutoNumber column by adding an AutoNumberFormat
create_dataverse_relationship
Create a relationship between two Dataverse tables (OneToMany or ManyToMany)
get_dataverse_relationship
Retrieve details of a specific relationship between tables
delete_dataverse_relationship
Delete a Dataverse relationship
list_dataverse_relationships
List relationships with filtering options
create_dataverse_optionset
Create a global option set with predefined options
get_dataverse_optionset
Retrieve details of a specific option set
update_dataverse_optionset
Update an option set and its options
delete_dataverse_optionset
Delete an option set if not in use
list_dataverse_optionsets
List option sets with filtering options
get_dataverse_optionset_options
Retrieve all options within a specific option set
create_dataverse_publisher
Create a new publisher to establish customization prefixes
get_dataverse_publisher
Retrieve details of a publisher
list_dataverse_publishers
List publishers in the environment
create_dataverse_solution
Create an unmanaged solution to containerize customizations
get_dataverse_solution
Retrieve details of a specific solution
list_dataverse_solutions
List solutions with filtering options
set_solution_context
Set the active solution context for subsequent operations
get_solution_context
Get the currently active solution context
clear_solution_context
Clear the current solution context
create_dataverse_role
Create a security role for permissions and access control
get_dataverse_role
Retrieve details of a security role
update_dataverse_role
Update a security role without changing privileges
delete_dataverse_role
Delete a security role
list_dataverse_roles
List security roles with filtering options
add_privileges_to_role
Add privileges to a security role
remove_privilege_from_role
Remove a privilege from a security role
replace_role_privileges
Replace all privileges in a security role
get_role_privileges
Get all privileges assigned to a security role
assign_role_to_user
Assign a security role to a user
remove_role_from_user
Remove a security role from a user
assign_role_to_team
Assign a security role to a team
remove_role_from_team
Remove a security role from a team
create_dataverse_team
Create a new Dataverse team and define ownership and access
get_dataverse_team
Retrieve details of a team
update_dataverse_team
Update team properties without changing membership
delete_dataverse_team
Delete a team; ensure no ownership conflicts
list_dataverse_teams
List teams with filtering options
add_members_to_team
Add users to a team
remove_members_from_team
Remove users from a team
get_team_members
List members of a team
convert_owner_team_to_access_team
Convert an owner team to an access team
create_dataverse_businessunit
Create a business unit with full configuration
get_dataverse_businessunit
Retrieve a business unit's details
update_dataverse_businessunit
Update a business unit's properties
delete_dataverse_businessunit
Delete a business unit
list_dataverse_businessunits
List business units with filtering and sorting
get_businessunit_hierarchy
Get the complete organizational hierarchy for a business unit
set_businessunit_parent
Set the parent of a business unit
get_businessunit_users
Retrieve users in a business unit
get_businessunit_teams
Retrieve teams in a business unit
export_solution_schema
Export a comprehensive JSON schema of Dataverse components
generate_mermaid_diagram
Generate Mermaid ERD diagrams from exported schemas
generate_webapi_call
Generate Dataverse WebAPI calls including HTTP requests and code examples
generate_powerpages_webapi_call
Generate PowerPages WebAPI calls with schema-aware metadata
manage_powerpages_webapi_config
Manage PowerPages WebAPI configurations and table permissions