MCP Dataverse

效率与工作流

by codeurali

面向 Microsoft Dataverse 的 48 个工具,支持查询、CRUD、元数据、搜索、文件、审计与批处理等。

什么是 MCP Dataverse

面向 Microsoft Dataverse 的 48 个工具,支持查询、CRUD、元数据、搜索、文件、审计与批处理等。

README

MCP Dataverse

<div align="center"> <img src="assets/logo.webp" alt="MCP Dataverse" width="180" />

The most complete MCP server for Microsoft Dataverse.

79 tools · 4 resources · 10 guided workflows · Three auth modes

npm npm downloads CI Node 20+ TypeScript License: MIT

→ Full Documentation

</div>
<div align="center"> <video src="assets/demo.mp4" controls poster="assets/demo-thumbnail.jpg" width="800"> <a href="assets/demo.mp4"><img src="assets/demo-thumbnail.jpg" alt="▶ Watch MCP Dataverse in action — 60s demo" width="800" /></a> </video> </div>

Why MCP Dataverse?

AI agents hallucinate schema, guess column names, and build broken OData queries. This server gives them real-time access to your Dataverse environment — schema, records, metadata, solutions — through the Model Context Protocol.

  • Three auth modes — device code (local), client credentials (CI/CD), managed identity (Azure-hosted)
  • Works with any MCP client — VS Code, Claude, Cursor, Windsurf, Gemini, Codex CLI
  • Atomic tools — each tool does one thing well; the AI picks the right one
  • Structured outputs — every response returns {summary, data, suggestions}
  • Guardrails — destructive operations require explicit confirmation
  • Encrypted tokens — AES-256-GCM cached credentials, never logged

Install

bash
npx mcp-dataverse install

The interactive wizard configures your environment, registers the server in VS Code, and authenticates your Microsoft account in under 2 minutes.

Requires Node.js 20+. For other clients (Claude, Cursor, Windsurf…) see Multi-Client Setup.


Authentication

Three modes — choose based on where the server runs:

ModeWhen to use
Device Code (default)Local development — interactive Microsoft login, token cached on disk
Client CredentialsUnattended: CI/CD, Docker, Azure services — authMethod: "client-credentials" + App Registration
Managed IdentityAzure-hosted (App Service, Container Apps) — zero secrets, authMethod: "managed-identity"

Device code quick start: authentication triggers on the first tool call.

  1. Open View → Output → MCP — a sign-in code appears
  2. Go to https://microsoft.com/devicelogin, enter the code, sign in with your work account
  3. Token is cached encrypted — all future starts are silent

For client credentials and managed identity setup, see Authentication docs.


Capabilities

CategoryCountDescription
Metadata9Tables, schema, relationships, option sets, entity keys
Query3OData, FetchXML, paginated retrieval
CRUD6Get, create, update, delete, upsert, assign
Relations4Associate, associate bulk, disassociate, query associations
Actions & Functions6Bound/unbound Dataverse actions and functions
Batch1Up to 1000 operations atomically
Solutions2Publish customizations, create sitemap
Search1Full-text Relevance Search
Users & Teams4Users, roles, teams, role assignment
RBAC7Role privileges: list, assign, remove, add, replace, get, team
Files2Upload/download file and image columns
Audit & Trace3Audit log, plugin trace logs, workflow trace logs
Annotations2Notes and file attachments
Customization4Custom actions, plugins, env variables, connection references
Attributes4Create, update, delete columns; lookup column type
Schema (write)2Create custom tables and relationships
Record Access4Check, grant, revoke record sharing; merge records
Assistance2Tool router, tool tags
+ moreDelta sync, impersonation, views, business units, duplicate detection

→ Full Capabilities Reference


HTTP Transport

Run as an HTTP server for multi-client use:

bash
MCP_TRANSPORT=http MCP_HTTP_PORT=3000 MCP_HTTP_SECRET=mysecret node dist/server.js

Connect using VS Code / Copilot with:

json
{
  "servers": {
    "dataverse": {
      "type": "http",
      "url": "http://localhost:3000/mcp",
      "headers": {
        "Authorization": "Bearer mysecret"
      }
    }
  }
}

Troubleshooting

SymptomFix
No sign-in promptOpen View → Output → MCP — the device code is displayed there
No MSAL accounts foundRun npx mcp-dataverse-auth then restart the server
Authentication timed outRestart the MCP server — a fresh code is generated automatically
Server not appearing in Agent modeRun npx mcp-dataverse install or npx mcp-dataverse doctor
HTTP errorsRun npx mcp-dataverse doctor to diagnose config and connectivity

Performance Tip

MCP Dataverse is designed to be comprehensive, but most AI models work best with fewer tools in context. Deselect the tools you don't need in your client's tool picker (e.g. VS Code Chat panel) to keep the agent focused and responsive.


Roadmap

VersionFeatureStatus
v0.4HTTP transport + attribute management + schema consistency✅ Released
v0.5Enterprise auth (Client Credentials, Managed Identity, Entra JWT)✅ Released
v0.6MCP Prompts (5 templates) + MCP Resources (4)✅ Released
v0.7Schema write (create table/relationship) + Record Access (share, merge)✅ Released (v0.7.5)

→ Full Roadmap


License

MIT © Ali Taggaz

常见问题

MCP Dataverse 是什么?

面向 Microsoft Dataverse 的 48 个工具,支持查询、CRUD、元数据、搜索、文件、审计与批处理等。

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