DataverseDevTools MCP Server: One-Stop Data Tools for D365 Devs with IDE Integration

Dataversedevtoolsmcpserver

The DataverseDevTools MCP Server is a toolset designed for Dynamics 365/Dataverse developers. It provides functions such as user management, data operations, metadata exploration, and troubleshooting directly within the IDE or MCP client through the Model Context Protocol (MCP) without switching to external tools.

Developer tools Cloud platform #Dataverse Tools #MCP Service #Development Efficiency .C#

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update time : 2025-12-12

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What is the DataverseDevTools MCP Server?

This is an MCP server designed specifically for Dynamics 365/Dataverse developers. It integrates commonly used Dataverse management tools into your development environment. Through this server, you can perform operations such as user management, data querying, and metadata viewing without leaving your code editor, greatly improving development efficiency.

How to use the DataverseDevTools MCP Server?

First, install the .NET 8.0 SDK. Then, install the server using the dotnet tool command. Next, configure the server connection in a supported MCP client (such as VS Code, Visual Studio, or Claude Desktop). After configuration, you can use various Dataverse tools through natural language prompts.

Use Cases

Suitable for developers, administrators, and consultants who need to frequently operate in the Dataverse environment. Particularly suitable for scenarios where you need to quickly view data, manage user permissions, and debug plugins during the development process.

Main Features

User and Team Management

Manage Dataverse users, teams, and queues, including searching for users, assigning security roles, and managing team members.

Security Management

View and compare the permissions of security roles to understand access control on specific entities.

Data Operations

Perform data queries, create, update, and delete records through FetchXML and the Web API.

Metadata Exploration

Browse metadata information such as entities, fields, relationships, and option sets.

Custom Actions and APIs

Discover and view detailed information and usage methods of custom actions and custom APIs.

Troubleshooting

View plugin trace logs to help debug and solve problems.

Advantages

No need to switch tools: Complete Dataverse management tasks directly in the development environment

Natural language interaction: Invoke complex functions using simple prompts

Improve efficiency: Reduce context switching and maintain the coherence of the development process

Multiple authentication methods: Support interactive login and client credential authentication

Wide compatibility: Support mainstream MCP clients such as VS Code, Visual Studio, and Claude Desktop

Limitations

Requires a .NET 8.0 runtime environment

Requires access permissions to the Dataverse environment

Some advanced features may require specific security roles

The plugin trace log function requires the corresponding settings to be enabled in the environment

How to Use

Install the .NET 8.0 SDK

Ensure that the .NET 8.0 SDK or a higher version is installed on the system.

Install the MCP Server

Use the dotnet tool command to globally install the DataverseDevTools MCP server.

Configure the MCP Client

Configure the mcp.json file according to the client you are using (VS Code, Visual Studio, or Claude Desktop).

Start the Server

Restart the MCP client to load the server configuration.

Start Using

Use natural language prompts in the MCP client to invoke Dataverse tools.

Usage Examples

User Permission Management

Assign appropriate access permissions to new employee Jane Doe.

Data Query and Analysis

Analyze opportunity data for premium customers.

Metadata Exploration

Understand the structure and fields of the 'account' table.

Troubleshooting

Debug plugin execution issues.

Frequently Asked Questions

What permissions do I need to use this server?

What authentication methods are supported?

How do I update the server version?

Why can't I see the plugin trace logs?

Does it support pagination queries?

Can it be used behind a corporate proxy?

Related Resources

GitHub Project Repository

Source code and latest updates

.NET 8.0 Download

Download the .NET 8.0 SDK

MCP Protocol Specification

Official specification of the Model Context Protocol

Dynamics 365 Documentation

Official documentation for Microsoft Dynamics 365

Power Platform Documentation

Official documentation for Microsoft Power Platform

🚀 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:

Register an application in Azure Active Directory
Create a client secret for the application
Add the application user in Dataverse with appropriate security roles
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

Tool Name	Description
GetCurrentUser	Get details of the current logged-in user
GetUserById	Get user details by user ID
SearchUsersByKeyword	Search users where fullname contains a keyword (with paging)
GetUserQueues	List queues for a user (with paging)
GetUserTeams	List teams for a user (with paging)
GetUserRoles	List security roles for a user
SearchBUByKeyword	Search BUs by keyword (with paging)
GetRootBU	Get the root BU
SearchRolesByKeywordAndBU	Search roles by keyword in a BU (with paging)
AssignRoleToUser	Assign role to user
RemoveRoleFromUser	Remove role from user
ChangeUserBU	Change user’s BU
SearchQueuesByKeyword	Search queues by keyword (with paging)
AddUserToQueue	Add user to queue
RemoveUserFromQueue	Remove user from queue
SearchTeamsByKeyword	Search teams by keyword (with paging)
AddUserToTeam	Add user to team
RemoveUserFromTeam	Remove user from team
AssignRoleToTeam	Assign role to team
RemoveRoleFromTeam	Remove role from team
ChangeTeamBU	Change team’s BU
GetRolesByTeamId	List roles assigned to a team

Security Management

Tool Name	Description
GetEntityPrivByRoleId	Privileges a role has on a specific entity
GetAllPrivByRoleId	All privileges for a role
ListRolesByPrivId	Roles having a specific privilege ID

Data Management

Tool Name	Description
ExecuteFetchXml	Run a FetchXML query (supports paging-cookie)
ExecuteWebApi	Execute raw Dataverse Web API requests
CreateRecord	Create a record (Web API)
UpdateRecord	Update by ID (Web API)
UpsertRecord	Upsert using alternate keys (Web API)
DeleteRecord	Delete by ID (Web API)

Entity Metadata

Tool Name	Description
FindEntityLogicalNameUsingKeyword	Find entities by keyword
ListAllEntities	List all entities
GetEntityMetadata	Entity metadata information only
GetFields	Attributes/fields metadata with pagination
GetRelationships	Relationships metadata with pagination
GetOptionSetValuesForEntityField	OptionSet values for a field
FindGlobalOptionSet	Find global OptionSets
GetGlobalOptionSetValues	Values of a global OptionSet
ListAllGlobalOptionSets	List all global OptionSets
GetEntityPrivileges	Privileges defined on an entity

Custom Actions & Custom APIs

Tool Name	Description
FindCustomActionUsingKeyword	Find custom actions by keyword
GetCustomActionMetadata	Get custom action metadata with Web API usage info
FindCustomApiUsingKeyword	Find custom APIs by keyword
GetCustomApiMetadata	Get custom API metadata with request/response parameters and Web API usage info

Troubleshooting

Tool Name	Description
GetPluginTracesByName	Plugin trace logs by type name (with paging)
GetPluginTracesByCorrId	Plugin trace logs by correlation ID (with paging)

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