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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-mcp3": {
"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 are equipped with a powerful MCP server for Dataverse that automates schema operations and provides production-grade tooling for managing tables, columns, relationships, option sets, and more. It supports solution-based governance, secure authentication, and generation of ready-to-use API calls, diagrams, and configuration artifacts to streamline Dataverse development and deployment.
How to use
Use this MCP Server to perform Dataverse schema operations from an MCP client. You will set an active solution context, create publishers and solutions, then create and manage tables, columns, relationships, and option sets. The server also provides tooling for exporting schemas, generating Mermaid diagrams, and creating WebAPI and PowerPages calls. Start by configuring your MCP client to connect to the server, then execute the available tools to build, explore, and deploy your Dataverse data model.
How to install
Prerequisites: ensure you have Node.js installed on your machine. You will typically build the MCP server and run it via a local or remote MCP runtime.
Step-by-step guide to run the MCP server locally (example flow consistent with the server tooling described):
- Install dependencies for the MCP server package locally in your development environment.
Available tools
create_dataverse_table
Create a new custom table in a Dataverse environment, using the current solution context for prefixing and organization.
get_dataverse_table
Retrieve detailed information about a specific Dataverse table, including metadata and configuration.
update_dataverse_table
Update properties and configuration of an existing Dataverse table; publishes changes automatically.
delete_dataverse_table
Permanently delete a custom Dataverse table and its data; use with extreme caution.
list_dataverse_tables
List available Dataverse tables with filtering options to discover custom or system tables.
create_dataverse_column
Create a new column in a Dataverse table with a chosen data type and configuration.
get_dataverse_column
Retrieve metadata and configuration for a specific Dataverse column.
update_dataverse_column
Update properties of an existing column; changing data type is not supported after creation.
delete_dataverse_column
Permanently delete a column from a Dataverse table.
list_dataverse_columns
List columns for a given table with optional filtering by type or status.
create_autonumber_column
Create an AutoNumber column with a customizable format for automatic serial numbers and identifiers.
update_autonumber_format
Update the AutoNumber format to affect future generated values.
set_autonumber_seed
Set the starting seed for sequential AutoNumber generation.
get_autonumber_column
Fetch details about a specific AutoNumber column.
list_autonumber_columns
List all AutoNumber columns across one or more tables.
convert_to_autonumber
Convert an existing text column to AutoNumber by applying an AutoNumberFormat.
create_dataverse_relationship
Create a relationship between two Dataverse tables (One-to-MMany or Many-to-Many) with cascade options.
get_dataverse_relationship
Retrieve metadata for a specific Dataverse relationship.
delete_dataverse_relationship
Delete a Dataverse relationship and dependent lookup fields where applicable.
list_dataverse_relationships
List relationships with filtering by entity, type, or status.
create_dataverse_optionset
Create a global option set with predefined options.
get_dataverse_optionset
Retrieve details of a specific option set and its options.
update_dataverse_optionset
Update an option set and its options; changes propagate to dependent columns.
delete_dataverse_optionset
Delete an option set if it is not in use by any columns.
list_dataverse_optionsets
List available option sets with filtering.
get_dataverse_optionset_options
Fetch all options within a given option set.
create_dataverse_publisher
Create a publisher to define customization prefixes for schema naming.
get_dataverse_publisher
Retrieve details about a specific publisher.
list_dataverse_publishers
List publishers with filtering and details including customization prefixes.
create_dataverse_solution
Create an unmanaged Dataverse solution to package customizations.
get_dataverse_solution
Retrieve information about a specific solution.
list_dataverse_solutions
List solutions with relevant metadata and publisher context.
set_solution_context
Set the active solution context for subsequent metadata operations.
get_solution_context
Retrieve the currently active solution context.
clear_solution_context
Clear the active solution context to work without a solution.
create_dataverse_role
Create a Dataverse security role with defined privileges.
get_dataverse_role
Retrieve details for a specific security role.
update_dataverse_role
Update properties of an existing security role.
delete_dataverse_role
Delete a security role that is not in use.
list_dataverse_roles
List security roles with filtering options.
add_privileges_to_role
Add privileges to a security role with defined access levels.
remove_privilege_from_role
Remove a privilege from a security role.
replace_role_privileges
Replace all privileges on a security role with a new set.
get_role_privileges
Get all privileges currently assigned to a security role.
assign_role_to_user
Assign a security role to a user.
remove_role_from_user
Remove a security role assignment from a user.
assign_role_to_team
Assign a security role to a team.
remove_role_from_team
Remove a security role assignment from a team.
create_dataverse_team
Create a Dataverse team with administration and membership properties.
get_dataverse_team
Retrieve details about a specific team.
update_dataverse_team
Update properties of an existing team.
delete_dataverse_team
Delete a team and its associations.
list_dataverse_teams
List teams with filtering options.
add_members_to_team
Add user members to a team.
remove_members_from_team
Remove members from a team.
get_team_members
Get members of a specific team.
convert_owner_team_to_access_team
Convert an owner team to an access team.
create_dataverse_businessunit
Create a Dataverse business unit with hierarchical and contact details.
get_dataverse_businessunit
Retrieve details of a specific business unit.
update_dataverse_businessunit
Update properties of a business unit.
delete_dataverse_businessunit
Delete a business unit.
list_dataverse_businessunits
List business units with filtering and sorting.
get_businessunit_hierarchy
Retrieve the complete organizational hierarchy for a business unit.
set_businessunit_parent
Change the parent of a business unit in the hierarchy.
get_businessunit_users
Get users associated with a business unit.
get_businessunit_teams
Get teams within a business unit.
export_solution_schema
Export a comprehensive JSON schema of Dataverse components.
generate_mermaid_diagram
Generate a Mermaid ERD from an exported schema.
generate_webapi_call
Generate HTTP requests, cURL commands, and JavaScript examples for WebAPI operations.
generate_powerpages_webapi_call
Generate PowerPages-specific WebAPI calls with schema-aware metadata and authentication handling.
manage_powerpages_webapi_config
Manage PowerPages WebAPI configurations and table permissions via YAML-driven configuration.