Dataverse Skills

Dataverse Skills

[](https://opensource.org/licenses/MIT)

Build, query, and manage Microsoft Dataverse through natural language. The plugin teaches AI coding agents to drive the Dataverse MCP server, Dataverse CLI, Python SDK, and PAC CLI — for everything from designing data models and answering CRM questions to deploying solutions across environments.

| Skill | What it does | |---|---| | dv-connect | One-time setup that installs the Dataverse CLI, Python SDK, and PAC CLI; authenticates against your Dataverse environment; and registers the Dataverse MCP server with your agent. | | dv-query | Reads, filters, paginates, and aggregates Dataverse records. Handles natural-language questions like "show me my open deals", multi-page result sets, and pandas DataFrame loading for notebook analysis. | | dv-data | Single-record CRUD plus bulk import — CSV loads, multi-table imports with foreign-key dependencies, upsert by alternate key, and AI-generated sample data. | | dv-metadata | Authors and edits the Dataverse data model: tables, columns, relationships, forms, and views. | | dv-solution | Manages solution lifecycle — create, export, import, promote across environments, and validate deployments. | | dv-admin | Environment-level administration: bulk delete, retention/archival, organization settings, OrgDB settings, recycle bin, audit, and the allowlisted PPAC toggles. | | dv-security | Assigns security roles, manages user access, adds application users, configures business units, and handles admin self-elevation. | | dv-overview | Cross-cutting rules and tool routing; loaded before any other skill to direct each request to the right specialist. |

Browse [.github/plugins/dataverse/skills/](.github/plugins/dataverse/skills/) for the full source.

Prerequisites

A Microsoft Dataverse environment, available through Power Apps, Dynamics 365, or Power Platform plans, or via the free Power Apps Developer Plan.

Install

GitHub Copilot

/plugin install dataverse@awesome-copilot

Claude Code

/plugin install dataverse@claude-plugins-official

Codex

Codex app

1. Open Plugins → Add marketplace.
2. Set Source to https://github.com/microsoft/Dataverse-skills.git.
3. Leave Git ref and Sparse paths empty.
4. Click Add marketplace, then browse the dataverse-skills marketplace, open dataverse, and select Install plugin.

Codex CLI

Add the marketplace (first time only), then browse /plugins and install dataverse:

codex plugin marketplace add microsoft/Dataverse-skills

Update to the latest release:

codex plugin marketplace upgrade dataverse-skills

Cursor

From agent chat

/add-plugin dataverse

From the marketplace UI

1. Open Settings → Plugins in Cursor.
2. Search the Marketplace for Dataverse.
3. Open Microsoft Dataverse and select Add to Cursor.

The listing is published at cursor.com/marketplace/microsoft-dataverse.

Verify the install

After installation, ask your agent:

> "Connect to Dataverse"

The dv-connect skill walks through tool checks, authentication, and MCP registration. When it finishes, you should see a dataverse- MCP server registered with your agent, and pac auth list should show your active environment.

Try these prompts

After the connect flow finishes, describe what you want — the plugin picks MCP, the Dataverse CLI, the Python SDK, or PAC CLI for you.

• "Show me my open deals over $100K closing this quarter"
• "Import this CSV into the contacts table"
• "Create a customer feedback table with name, rating, and comment columns"
• "Pull the schema and pack it into a solution"
• "Bulk delete activities older than 2024"
• "Add a teammate to the sales team on the dev environment"

Safety & Security

The plugin is designed around a least-privilege model — it cannot exceed the permissions of the authenticated user. Key safeguards:

• MCP authorization — MCP access requires developer auth, tenant admin consent, and per-environment allowlisting; other plugin tools (SDK, PAC CLI) authenticate directly.
• Security role enforcement — every API call is authorized server-side by Dataverse; the plugin cannot bypass or escalate permissions.
• Application-level telemetry only — outbound Dataverse requests may carry application metadata (plugin / version / skill / agent labels) so server-side dashboards can attribute traffic. No prompts, tool arguments, or record data are transmitted.
• Token security — credentials are stored in your OS native credential store or held in memory only; never passed to external services.

For the full safety model — including confirmation flows, logging, irreversible operation handling, and planned improvements — see [docs/safety-and-guardrails.md](docs/safety-and-guardrails.md).

Contributing

We welcome contributions — new skills, improvements to existing ones, and bug fixes. See [CONTRIBUTING.md](CONTRIBUTING.md) for guidelines and local-development instructions.

Trademarks

This project may contain trademarks or logos for projects, products, or services. Authorized use of Microsoft trademarks or logos is subject to and must follow Microsoft's Trademark & Brand Guidelines. Use of Microsoft trademarks or logos in modified versions of this project must not cause confusion or imply Microsoft sponsorship. Any use of third-party trademarks or logos are subject to those third-party's policies.

License

This project is licensed under the [MIT License](LICENSE).

Code of Conduct

This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact [opencode@microsoft.com](mailto:opencode@microsoft.com) with any additional questions or comments.

Source & license

This open-source MCP server is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: microsoft
• Source: microsoft/Dataverse-skills
• License: MIT

Install and usage instructions live in the source repository linked above.