MCP Dataverse MCP Server
io.github.codeurali/dataverse
79 tools for Microsoft Dataverse: CRUD, FetchXML, metadata, audit, batch, RBAC, and schema management with three auth modes.
What is the MCP Dataverse MCP server?
The MCP Dataverse server is a comprehensive Model Context Protocol integration for Microsoft Dataverse that provides AI agents with real-time access to schema, records, metadata, and solutions. It exposes 79 tools across CRUD operations, FetchXML queries, role-based access control, audit logs, batch operations, and schema management, eliminating hallucinations about column names and OData queries. The server supports three authentication modes (device code, client credentials, and managed identity) and works with any MCP client including VS Code, Claude, Cursor, and Windsurf.
MCP Dataverse gives AI agents direct, real-time access to your Microsoft Dataverse environment through 79 atomic tools. Instead of guessing schema and building broken queries, agents can query tables, manage records, execute actions, handle batch operations, check audit logs, and manage role-based access control with confidence. It's designed for developers and AI workflows that need reliable Dataverse integration without hallucinations.
How to install MCP Dataverse
Copy-paste configuration for popular MCP clients.
MCP_CONFIG_PATHPath to a config.json file (overrides all other env vars). Recommended for VS Code / Claude Desktop setups.
DATAVERSE_ENV_URLYour Dataverse environment URL
Tools & capabilities
Tools this server exposes to the agent.
Metadata Tools— 9 tools for querying tables, schema, relationships, option sets, and entity keysQuery Tools— 3 tools for OData, FetchXML, and paginated record retrievalCRUD Tools— 6 tools for get, create, update, delete, upsert, and assign operationsRelations Tools— 4 tools for associate, associate bulk, disassociate, and query associationsActions & Functions— 6 tools for bound and unbound Dataverse actions and functionsBatch Operations— 1 tool for atomic batch operations up to 1000 recordsSolutions— 2 tools for publishing customizations and creating sitemapsFull-Text Search— 1 tool for Relevance Search queriesUsers & Teams— 4 tools for managing users, roles, teams, and role assignmentsRBAC Tools— 7 tools for listing, assigning, removing, and managing role privilegesFile Operations— 2 tools for uploading and downloading file and image columnsAudit & Trace— 3 tools for audit logs, plugin trace logs, and workflow trace logsAnnotations— 2 tools for notes and file attachmentsCustomization— 4 tools for custom actions, plugins, environment variables, and connection referencesAttributes— 4 tools for creating, updating, deleting columns and managing lookup typesSchema Write— 2 tools for creating custom tables and relationshipsRecord Access— 4 tools for checking, granting, revoking record sharing and merging recordsAssistance Tools— 2 tools for tool routing and tool tags
Use cases
- Query Dataverse tables and retrieve records using OData or FetchXML without guessing column names or schema structure
- Automate CRUD operations (create, update, delete, upsert) on Dataverse records with AI-driven workflows
- Manage role-based access control by assigning and revoking privileges across users and teams
- Execute batch operations atomically to update or create up to 1000 records in a single transaction
- Audit and troubleshoot Dataverse changes by querying audit logs, plugin trace logs, and workflow execution history
MCP Dataverse MCP server FAQ
MCP Dataverse is an MCP server that gives AI agents like Claude and Cursor direct access to Microsoft Dataverse through 79 tools for CRUD, queries, metadata, audit logs, RBAC, batch operations, and schema management.
Yes, MCP Dataverse is open-source under the MIT license. You only need a Microsoft Dataverse environment and Node.js 20+ to run it.
Install via npm with `npx mcp-dataverse install` for VS Code, or manually configure the server in your client's MCP settings. For multi-client setups, run it as an HTTP server and connect via the client's configuration.
Three modes: Device Code (interactive login for local development), Client Credentials (for CI/CD and unattended scenarios), and Managed Identity (for Azure-hosted services).
Your Microsoft account must have access to the target Dataverse environment. Destructive operations require explicit confirmation, and the server respects your existing Dataverse role-based access control.
Yes, MCP Dataverse supports HTTP transport. Set `MCP_TRANSPORT=http` and `MCP_HTTP_PORT` to run it as a server that multiple clients can connect to simultaneously.
README (reference)
Source of truth, from the repository.
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
</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
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
npx mcp-dataverse 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 |
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 |
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
| 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) |
License
Related MCP servers
Send transactional emails from AI agents via Truncus. Validate, track delivery, and manage domains.
View repository →197 MCP tools from 74 developer APIs — screenshots, email, NLP, WHOIS, QR, PDF, and more.
View repository →Discover agent services and buy IssueFoundry's fractional-cent x402 reliability utilities.

Intelligence Aeternum
AI training dataset marketplace: 2M+ museum artworks with Golden Codex enrichment

io.github.codex-curator/studiomcphub
32 creative AI tools (18 free) for agents: generate, upscale, mockup, print, watermark.

WinBridgeAgent
Open-source Windows MCP server for AI assistants with file, clipboard, screenshot, process, and power management.

