dataverse-skills

Dataverse Skills

Agent skills and MCP configuration for Microsoft Dataverse — works with Claude Code and GitHub Copilot. These skills teach AI agents how to build and manage Dataverse solutions using natural language.

Browse the .github/plugins/dataverse/skills/ folder for the full catalog.

Prerequisites

• Microsoft Dataverse environment (included with Power Apps, Dynamics 365, or Power Platform)
• Python 3.10+ and Node.js 18+

Getting Started

Claude Code

/plugin marketplace add microsoft/Dataverse-skills
/plugin install dataverse@dataverse-skills

GitHub Copilot

copilot plugin marketplace add microsoft/Dataverse-skills
copilot plugin install dataverse@dataverse-skills

Or via awesome-copilot:

copilot plugin install dataverse@awesome-copilot

What's Included

• 5 skills covering connection setup, metadata authoring, solution management, Python SDK data operations, and tool routing
• MCP server configuration for Dataverse Web API access
• Scripts for authentication and MCP client enablement
• Templates for CLAUDE.md project files

Local Development

Clone the repository first:

git clone https://github.com/microsoft/Dataverse-skills.git

Testing with Claude Code

Test the plugin locally without installing from a marketplace:

# 1. Create and cd into a fresh test folder
mkdir my-test-project
cd my-test-project

# 2. Launch Claude Code with the plugin loaded from your local clone
claude --plugin-dir "<path/to/repo>/.github/plugins/dataverse"

# 3. Start with a natural language prompt, e.g.:
#    "Create a support ticket table with customer and agent lookups"

The --plugin-dir path must be in double quotes if it contains spaces or special characters. Use the absolute path to the plugin directory in your local clone of this repo.

Testing with GitHub Copilot CLI

To register the local plugin marketplace from the cloned repository and install the plugin:

copilot plugin marketplace add <path/to/repo>/Dataverse-skills
copilot plugin install dataverse@dataverse-skills

To reinstall the plugin after pulling or making local changes:

copilot plugin uninstall dataverse@dataverse-skills
copilot plugin install dataverse@dataverse-skills

To install the local version directly without marketplace registration:

copilot plugin install <path/to/repo>/.github/plugins/dataverse

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
• No plugin telemetry — the plugin does not collect or transmit usage analytics; data flows only to Dataverse within your tenant and to the AI host (Claude or Copilot) as part of normal operation
• 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.

Contributing

We welcome contributions — new skills, improvements to existing ones, and bug fixes. See CONTRIBUTING.md for guidelines.

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.

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 [email protected] with any additional questions or comments.