MCP Dataverse
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
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.
Update
No re-config required — just checks your existing setup and shows what changed. npx auto-fetches the latest version on each run, so simply restarting your MCP client is enough to get the new tools.
Authentication
Three modes — choose based on where the server runs:
| Mode | When to use |
|---|
| Device Code (default) | Local development — interactive Microsoft login, token cached on disk |
| Client Credentials | Unattended: CI/CD, Docker, Azure services — authMethod: "client-credentials" + App Registration |
| Managed Identity | Azure-hosted (App Service, Container Apps) — zero secrets, authMethod: "managed-identity" |
Device code quick start: authentication triggers on the first tool call.
- Open
View → Output → MCP — a sign-in code appears
- Go to
https://microsoft.com/devicelogin, enter the code, sign in with your work account
- Token is cached encrypted — all future starts are silent
For client credentials and managed identity setup, see Authentication docs.
Capabilities
| Category | Count | Description |
|---|
| Metadata | 9 | Tables, schema, relationships, option sets, entity keys |
| Query | 3 | OData, FetchXML, paginated retrieval |
| CRUD | 6 | Get, create, update, delete, upsert, assign |
| Relations | 4 | Associate, associate bulk, disassociate, query associations |
| Actions & Functions | 6 | Bound/unbound Dataverse actions and functions |
| Batch | 1 | Up to 1000 operations atomically |
| Solutions | 2 | Publish customizations, create sitemap |
| Search | 1 | Full-text Relevance Search |
| Users & Teams | 4 | Users, roles, teams, role assignment |
| RBAC | 7 | Role privileges: list, assign, remove, add, replace, get, team |
| Files | 2 | Upload/download file and image columns |
| Audit & Trace | 3 | Audit log, plugin trace logs, workflow trace logs |
| Annotations | 2 | Notes and file attachments |
| Customization | 4 | Custom actions, plugins, env variables, connection references |
| Attributes | 4 | Create, update, delete columns; lookup column type |
| Schema (write) | 2 | Create custom tables and relationships |
| Record Access | 4 | Check, grant, revoke record sharing; merge records |
| Assistance | 2 | Tool router, tool tags |
| + more | … | Delta sync, impersonation, views, business units, duplicate detection |
→ Full Capabilities Reference
HTTP Transport
Run as an HTTP server for multi-client use:
MCP_TRANSPORT=http MCP_HTTP_PORT=3000 MCP_HTTP_SECRET=mysecret node dist/server.js
Connect using VS Code / Copilot with:
{
"servers": {
"dataverse": {
"type": "http",
"url": "http://localhost:3000/mcp",
"headers": {
"Authorization": "Bearer mysecret"
}
}
}
}
Troubleshooting
| Symptom | Fix |
|---|
| No sign-in prompt | Open View → Output → MCP — the device code is displayed there |
No MSAL accounts found | Run npx mcp-dataverse-auth then restart the server |
Authentication timed out | Restart the MCP server — a fresh code is generated automatically |
| Server not appearing in Agent mode | Run npx mcp-dataverse install or npx mcp-dataverse doctor |
| HTTP errors | Run npx mcp-dataverse doctor to diagnose config and connectivity |
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
| Version | Feature | Status |
|---|
| v0.4 | HTTP transport + attribute management + schema consistency | ✅ Released |
| v0.5 | Enterprise auth (Client Credentials, Managed Identity, Entra JWT) | ✅ Released |
| v0.6 | MCP Prompts (5 templates) + MCP Resources (4) | ✅ Released |
| v0.7 | Schema write (create table/relationship) + Record Access (share, merge) | ✅ Released (v0.7.5) |
→ Full Roadmap
License
MIT © Ali Taggaz
