Dataverse

A Dataverse MCP Server enabling schema operations, solution-based management, and WebAPI/PowerPages generation.
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5 months ago

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2 months ago

Catalog Refreshed

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):

  1. 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.

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