dataverse-mcp-server

MCP (Model Context Protocol) server for Microsoft Dataverse API with safe-by-default configuration. Works with any Dataverse / Dynamics 365 environment.

Tools

Data operations

| Tool | Description | |------|-------------| | list_entities | List Dataverse tables with optional prefix and solution filters | | list_solutions | List Dataverse solutions (use uniquename to filter list_entities) | | get_entity_schema | Get attributes of a specific table | | query_records | Query records with OData $filter, $select, $top, $orderby, $expand | | get_record | Get a single record by ID | | create_record | Create a record | | update_record | Update a record | | delete_record | Delete a record (disabled by default, see Safety) |

Note: solution / DATAVERSE_SOLUTION_NAME only scopes list_entities (schema browsing). Data tools (query_records, get_record, create_record, …) keep full access to any table regardless of solution membership — shared tables like account or contact remain reachable.

Schema operations

| Tool | Description | |------|-------------| | create_entity | Create a new table with attributes | | add_attribute | Add a column to an existing table | | update_attribute | Update column metadata (display name, required level, bounds, …) | | delete_attribute | Delete a column (disabled by default, see Safety) | | get_attribute_dependencies | List CRM components (forms, views, workflows, …) that reference a column — use after delete_attribute fails with 0x8004f01f | | create_relationship | Create relationships between tables (1:N, N:N) | | list_entity_keys | List alternate keys on a table (returns key_attributes, entity_key_index_status, …) | | add_entity_key | Create an alternate key (single or composite) — enables race-safe keyed-PATCH upserts | | delete_entity_key | Delete an alternate key and its supporting unique index (disabled by default, see Safety) |

Dataverse does not allow changing a column's logical name or type. To "rename" or change type: create a new column, migrate data via update_record, then delete_attribute on the old one.

Picklist option management

| Tool | Description | |------|-------------| | get_picklist_options | Read options of a Local or Global OptionSet as [{ value, label }] | | add_picklist_option | Add an option to an existing OptionSet (InsertOptionValue) | | update_picklist_option | Rename an option on an OptionSet (UpdateOptionValue) | | delete_picklist_option | Remove an option from an OptionSet (DeleteOptionValue) |

Picklist tools accept either entity_logical_name + attribute_logical_name (Local OptionSet) or option_set_name (Global OptionSet) — the two modes are mutually exclusive. Write operations require Customizer or System Administrator role on the connected service principal. Deleting an option does not update existing records that hold its numeric value — they are left with an orphan integer.

Quick start (no clone)

Add to .mcp.json in your project root:

{
  "mcpServers": {
    "dataverse": {
      "command": "npx",
      "args": ["-y", "@rededis/dataverse-mcp-server"]
    }
  }
}

Create a .env file next to it with the four required variables (see Environment variables below) and restart your MCP client. The -y flag tells npx to auto-confirm the package install.

Setup

Environment variables

DATAVERSE_TENANT_ID=your-azure-tenant-id
DATAVERSE_CLIENT_ID=your-app-registration-client-id
DATAVERSE_CLIENT_SECRET=your-client-secret
DATAVERSE_RESOURCE_URL=https://your-org.crm.dynamics.com
DATAVERSE_ENTITY_PREFIX=contoso_          # optional, default prefix filter for list_entities
DATAVERSE_SOLUTION_NAME=MySolution        # optional, default solution unique name for list_entities
DATAVERSE_ALLOW_DELETE=true               # optional, enable delete operations (disabled by default)

Azure App Registration

1. Register an app in Azure AD
2. Add API permission: Dynamics CRM > user_impersonation (or Application permissions)
3. Create a client secret
4. Grant the app a security role in Dataverse (e.g. System Administrator for full access)

Build

npm install
npm run build

Claude Code configuration (local build)

If you cloned the repo instead of using npx:

{
  "mcpServers": {
    "dataverse": {
      "command": "node",
      "args": ["./dist/index.js"]
    }
  }
}

Create a .env file with your credentials (see .env.example).

Safety

Destructive operations are disabled by default to prevent accidental data loss. All four delete tools are gated behind the same DATAVERSE_ALLOW_DELETE=true flag:

• delete_record — removes a row and all its data
• delete_attribute — removes a column along with ALL values across every record (no recovery short of a full environment restore)
• delete_picklist_option — removes an option from an OptionSet; records that hold the option's integer value are left with an orphan number (no label in UI, broken reports)
• delete_entity_key — drops an alternate key and its supporting unique index; any keyed-PATCH upsert flows relying on it stop working

When the flag is off, each tool registers as a stub that returns an instructional error instead of performing the delete. To enable, add DATAVERSE_ALLOW_DELETE=true to your .env file and restart the MCP server.

License

MIT