Dataversedevtoolsmcpserver

🚀 DataverseDevTools MCP Server

A Model Context Protocol (MCP) server that offers ready-to-use Dataverse tools for user and security administration, data operations, metadata exploration, and troubleshooting. As a Dynamics 365/Dataverse developer, you can perform common tasks right inside Visual Studio/VS Code or any MCP-enabled client without switching to XrmToolBox, make.powerapps.com, or admin.powerplatform.com.

🚀 Quick Start

This MCP server provides a range of Dataverse tools. To start using it, you need to meet the prerequisites and follow the installation and setup steps.

✨ Features

• Integrated Workflow: Allows Dynamics 365/Dataverse developers to perform common tasks within Visual Studio/VS Code or MCP-enabled clients without switching platforms.
• Comprehensive Toolset: Covers user and security administration, data operations, metadata exploration, and troubleshooting.
• Multiple Authentication Methods: Supports authentication using global tools, client credentials, and proxy configurations.

📦 Installation

Prerequisites

• .NET 8.0 SDK or later
• A Dataverse environment URL (e.g., https://org.crm.dynamics.com)
• Permissions in Dataverse to perform the requested operations
• For plugin trace logs, ensure Plugin Trace Log is enabled in the environment

Install as global .NET tool

dotnet tool install --global vignaesh01.dataversedevtoolsmcpserver

Note: The executable command name is the tool command published with the package. If unsure, check with dotnet tool list -g.

💻 Usage Examples

Setup in MCP clients

VS Code (GitHub Copilot Chat)

Prerequisites:

• Latest VS Code
• GitHub Copilot and GitHub Copilot Chat extensions installed

Step-by-Step instructions with Screenshots:

• Go to : Setup in VS Code

mcp.json - using the Global Tool (Recommended)

{
  "servers": {
    "dvmcp": {
      "type": "stdio",
      "command": "dataversedevtoolsmcpserver",
      "args": [
        "--environmentUrl",
        "https://yourorg.crm.dynamics.com"
      ]
    }
  }
}

mcp.json - Using Client Credentials Authentication (Service Principal)

{
  "servers": {
    "dvmcp": {
      "type": "stdio",
      "command": "dataversedevtoolsmcpserver",
      "args": [
        "--environmentUrl",
        "https://yourorg.crm.dynamics.com",
        "--tenantId",
        "your-tenant-id",
        "--clientId",
        "your-client-id",
        "--clientSecret",
        "your-client-secret"
      ]
    }
  }
}

Note: To use client credentials authentication, you need to:

1. Register an application in Azure Active Directory
2. Create a client secret for the application
3. Add the application user in Dataverse with appropriate security roles
4. Use the tenant ID, client ID (application ID), and client secret in the configuration

mcp.json - For Corporate Networks behind a proxy

{
  "servers": {
    "dvmcp": {
      "type": "stdio",
      "command": "dataversedevtoolsmcpserver",
      "args": [
        "--environmentUrl",
        "https://yourorg.crm.dynamics.com"
      ],
      "env":{
          "HTTP_PROXY": "http://<username@domain.com>:<password>@<proxy.domain.com>:8080",
          "HTTPS_PROXY": "http://<username@domain.com>:<password>@<proxy.domain.com>:8080"
        }
    }
  }
}

Sample mcp.json if you have cloned the GitHub Repository (For Explorers)

{
  "servers": {
    "dvmcp": {
      "type": "stdio",
      "command": "dotnet",
      "args": [
        "run",
        "--project",
        "C:/Projects/DataverseDevToolsMcpServer/DataverseDevToolsMcpServer/DataverseDevToolsMcpServer.csproj",
        "--environmentUrl",
        "https://yourorg.crm.dynamics.com"
      ]
    }
  }
}

Sample mcp.json with Client Credentials (For Explorers using cloned repository)

{
  "servers": {
    "dvmcp": {
      "type": "stdio",
      "command": "dotnet",
      "args": [
        "run",
        "--project",
        "C:/Projects/DataverseDevToolsMcpServer/DataverseDevToolsMcpServer/DataverseDevToolsMcpServer.csproj",
        "--environmentUrl",
        "https://yourorg.crm.dynamics.com",
        "--tenantId",
        "your-tenant-id",
        "--clientId",
        "your-client-id",
        "--clientSecret",
        "your-client-secret"
      ]
    }
  }
}

• Start the MCP Server. Usage: Open Copilot Chat in Agent mode and ask to use the Dataverse tools or dvmcp tools; the client will discover the server automatically.

Visual Studio (GitHub Copilot Chat)

Prerequisites:

• Visual Studio 2022 17.10 or later
• GitHub Copilot and Copilot Chat installed
• MCP features enabled (Preview/Experimental), if required by your VS version.
• Refer : https://learn.microsoft.com/en-us/visualstudio/ide/mcp-servers?view=vs-2022#configuration-example-with-a-github-mcp-server

Step-by-Step instructions with Screenshots:

• Go to : Setup in Visual Studio

Claude Desktop

Prerequisites:

• If you have not already done so, download and install Claude desktop from here.
• Launch Claude desktop and navigate to File -> Settings
• Select Developer & Edit Config
• You will be launched into Claude directory:
• Open claude_desktop_config.json in Visual Studio Code and paste the following configuration in the JSON file.

{
  "mcpServers": {
    "dvmcp": {
      "type": "stdio",
      "command": "dataversedevtoolsmcpserver",
      "args": [
        "--environmentUrl",
        "https://yourorg.crm.dynamics.com"
      ]
    }
  }
}

With Client Credentials

{
  "mcpServers": {
    "dvmcp": {
      "type": "stdio",
      "command": "dataversedevtoolsmcpserver",
      "args": [
        "--environmentUrl",
        "https://yourorg.crm.dynamics.com",
        "--tenantId",
        "your-tenant-id",
        "--clientId",
        "your-client-id",
        "--clientSecret",
        "your-client-secret"
      ]
    }
  }
}

• Save this file and go back to Claude. Exit Claude – don't just close the window, but use the menu to exit.

Sample prompts

User Management

• "What is my current Dataverse user and business unit?"
• "Find the user ‘Jane Doe’ and show her queues and teams."
• "List security roles for the user Jane Doe."
• "Assign Basic User security role to the user Jane Doe."
• "Remove Basic User security role from the user Jane Doe."
• "Move user Jane Doe to business unit Sales."
• "Add the user Jane Doe to team Super Squad."
• "Remove the user Jane Doe from team Super Squad."
• "Add the user Jane Doe to the Super Squad queue."
• "Remove the user Jane Doe from Super Squad queue."

Team Management

• "Assign Basic User security role to the Super Squad Team."
• "Remove Basic User security role from the Super Squad Team."
• "Change Business Unit of Super Squad team to Service business unit"

Security Management

• "What privileges does Basic User security role has on the ‘account’ table?"
• "Show all privileges for role Basic User."
• "Which security roles have read privilege on account table and at what depth?"
• "Compare the privieleges between Basic User and Support user security role."

Data Management

• "Execute this FetchXML query: ."
• "Execute the Dataverse Web API: ."
• "Generate a FetchXML query to get all the Opportunities where account type is premium."
• "Generate a Web API Odata query to get all the Opportunities where account type is premium."
• "Create a new account using Web API with this JSON payload."
• "Update contact record of Jane Doe with this JSON payload."
• "Upsert contact record of Jane Doe using alternate keys (new_key='ACME') with this payload."
• "Delete record contact record of Jane Doe."

Entity Metadata

• "Find tables containing the keyword ‘invoice’."
• "Get full metadata for the ‘account’ table."
• "What is the logical name of the client type field in account table?"
• "List OptionSet values for field ‘statuscode’ on entity ‘incident’."
• "Show the privileges defined on the ‘contact’ entity."
• "List all global OptionSets."
• "Get option values of the global optionset Rating."

Custom Actions & Custom APIs

• "Find custom actions with keyword 'qualify'."
• "Get metadata for custom action 'new_MyCustomAction'."
• "Find custom APIs containing 'calculate' in the name."
• "Get full metadata with parameters for custom API 'contoso_CalculateTotal'."
• "Show me how to call the custom API 'new_ProcessOrder' via Web API."

Troubleshooting

• "Get plugin trace logs for the plugin ‘Contoso.Plugins.AccountPreCreate’."
• "Get plugin trace logs for correlation ID ‘aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee’."

📚 Documentation

Tools overview

User, Team & Queue Management

Security Management

Data Management

Entity Metadata

Custom Actions & Custom APIs

Troubleshooting

Manage .Net Tool

• Update:
  • dotnet tool update -g vignaesh01.dataversedevtoolsmcpserver
• Uninstall:
  • dotnet tool uninstall -g vignaesh01.dataversedevtoolsmcpserver
• Verify:
  • dotnet tool list -g

Notes

• Many search operations support paging via Page Number, Number of records per page, and Paging Cookie. When more records are available, the tool returns the next page token (paging cookie).
• For Web API tools:
  • Use entity set names (plural schema names).
  • For lookups, use @odata.bind with the URL of the related record.
• Source files for tools:
  • User Management: DataverseDevToolsMcpServer/Tools/UserManagementTools.cs
  • Security Management: DataverseDevToolsMcpServer/Tools/SecurityManagementTools.cs
  • Data Management: DataverseDevToolsMcpServer/Tools/DataManagementTools.cs
  • Entity Metadata: DataverseDevToolsMcpServer/Tools/EntityMetadataTools.cs
  • Custom Actions & Custom APIs: DataverseDevToolsMcpServer/Tools/CustomActionApiTools.cs
  • Troubleshooting: DataverseDevToolsMcpServer/Tools/TroubleshootingTools.cs