MCP Server: Integrate Microsoft Dataverse for Smart Data Visualization, Reporting & Transformation

MCP Resourcelinks

This is an MCP server integrated with Microsoft Dataverse, demonstrating advanced MCP functions, including intelligent data visualization, report generation, and data conversion capabilities

Database Research and data #Data visualization #Intelligent reporting #Data conversion #MCP integration .C#

rating : 2 points

downloads : 0

update time : 2025-08-21

Open Site

What is the Dataverse MCP Server?

The Dataverse MCP Server is an intelligent data connector that allows you to interact with Microsoft Dataverse enterprise data through natural language. Without writing complex code, you can query data, generate visualization reports, and save the results in an easy-to-understand format.

How to use the Dataverse MCP Server?

Simply connect through a client that supports the MCP protocol (such as VS Code), and then use simple natural language instructions to query data, generate reports, or manage resources. The system will automatically handle technical details and provide you with a friendly interaction experience.

Applicable scenarios

Suitable for scenarios where business analysts, project managers, and non-technical users need to quickly access and analyze data in Dataverse, generate visualization reports, and convert complex data into an easy-to-understand format.

Main features

Intelligent data query

Query Dataverse data through FetchXML, and the system will automatically prompt you to choose to receive the original JSON or save it as a formatted resource

Intelligent data transformation

Automatically convert complex JSON data into a user-friendly Markdown table format for easy reading and understanding

Interactive report generation

Use Chart.js to generate rich visualization charts, supporting multiple chart types such as pie charts, bar charts, and line charts

Bulk operation support

Support bulk creation and management of data records, and provide real-time progress tracking function

Resource management

Save query results and reports as reusable resources for easy subsequent access and sharing

Advantages

Operate enterprise data without programming knowledge

Provide intelligent data conversion and formatting functions

Support rich visualization report generation

Real-time progress tracking makes the operation process transparent

Deep integration with Microsoft Dataverse

Limitations

Effective Dataverse connection permissions are required

Large-scale data processing may take a long time

Dependent on clients compatible with the MCP protocol

How to use

Environment configuration

Copy the appsettings.json file and configure your Dataverse connection information

Start the server

Run the server program, and it will listen on the localhost:3001 port

Connect the client

Configure the connection to this server in a client that supports MCP

Start using

Query data, generate reports, or manage resources through natural language instructions

Usage examples

Sales data analysis

Analyze sales data for the most recent quarter and generate a sales trend chart

Customer distribution statistics

Statistically analyze the geographical distribution of customers and generate a pie chart visualization

Bulk test data creation

Bulk create virtual contact records for testing purposes

Frequently asked questions

What kind of permissions do I need to use this server?

What types of charts does the server support?

How to handle large-scale data queries?

How to share the generated reports with others?

Related resources

Function demonstration video

Video demonstration showing basic data query and conversion functions

Report generation demonstration video

Video demonstration showing the visualization report generation function

MCP official documentation

Official specification documentation for the Model Context Protocol

.NET MCP SDK

Open source code library for the C# MCP SDK

🚀 Dataverse MCP Server - Advanced MCP Features Showcase

This repository demonstrates a sophisticated Model Context Protocol (MCP) Server integrated with Microsoft Dataverse, showcasing advanced MCP capabilities beyond basic tool execution. It features intelligent data visualization through Chart.js report generation.

🚀 Quick Start

Clone the repository
Copy appsettings.json to appsettings.local.json and configure Dataverse credentials
Run: dotnet run --project MyDataverseMcpServer --environment Development
Server runs on http://localhost:3001

✨ Features

Key MCP Features Implemented

🔄 MCP Elicitation

The server prompts users to choose between receiving raw JSON or saving results as formatted resources.

🧠 MCP Sampling

Data transformation by internal calls to the LLM - sampling - to convert raw Dataverse JSON responses into user - friendly formats including markdown tables and interactive Chart.js visualizations.

📁 MCP Resources

Dynamic resource creation that stores transformed data as accessible resources available from the MCP Server. Supports both markdown documents and interactive HTML reports viewable in browsers.

📊 MCP Progress

Real - time progress notifications during bulk operations (e.g., creating multiple contact records, generating reports) with status updates and completion tracking.

💻 Usage Examples

How It Works

Data Retrieval & Resource Creation

Query Execution: Execute FetchXML queries against Dataverse using the ExecuteFetch tool
Smart Result Handling: MCP Elicitation prompts user to save results as resources
Data Transformation: MCP Sampling transforms JSON to markdown tables
Resource Creation: Formatted data saved as MCP Resource with descriptive metadata

Report Generation

Data Input: Provide FetchXML query or CSV data via CreateReportFromQuery or CreateReportFromData
Chart Generation: MCP Sampling generates Chart.js code based on data and report requirements
Template Processing: LLM - generated code inserted into HTML template with custom headings
HTTP Serving: Interactive reports accessible at http://localhost:3001/dynamic/{filename}.html

Available MCP Tools

Data Operations

ExecuteFetch: FetchXML query execution with smart result handling
WhoAmI: Dataverse identity verification
BulkCreateRandomContacts: Bulk data creation with progress tracking

Report Generation

CreateReportFromQuery: Generate Chart.js visualizations from FetchXML queries
CreateReportFromData: Create Chart.js reports from CSV data with custom headings

Resource Management

CreateTextResource: Basic resource creation for any text content

Demo

This video demonstrates VS Code using this MCP Server to:

Retrieve Dataverse data through FetchXML queries
Transform large result sets into Markdown formatted resources
Optional adding of resources to the AI context window for enhanced conversations

This video demonstrates the report generation functionality:

Retrieve Dataverse data through FetchXML queries and make them available as MCP Resources.
Converting the result to a Chart.js visualization, using natural language.

🔧 Technical Details

Built with:

ASP.NET Core and .NET 9.0
C# MCP SDK for protocol implementation
Microsoft.PowerPlatform.Dataverse.Client for Dataverse integration
ModelContextProtocol.AspNetCore v0.3.0 - preview.3
Chart.js for interactive data visualizations via template - based generation