dataverse
By microsoft
Agent skills for building on, analyzing, and managing Microsoft Dataverse — with Dataverse MCP, PAC CLI, and Dataverse Python SDK.
Component Overview
Install
npx claudepluginhub anthropics/claude-plugins-official --plugin dataverseComponent Details
Skills (5)
Connect to a Dataverse environment in one step — installs tools, authenticates, configures MCP, and verifies the connection. Use when: "connect to Dataverse", "configure MCP", "set up MCP server", "MCP not working", ".env is missing", "setting up on a new machine", "starting a new project", "initialize workspace", "new repo", "first time setup", "install tools", "command not found", "missing tools", "new machine setup", "authenticate", "MCP not connected", "create a new environment", "select environment", "connect via MCP", "add Dataverse to Copilot", "add Dataverse to Claude", "load demo data", "sample data".
Create and modify Dataverse tables, columns, relationships, forms, and views using the Python SDK and Web API. Use when: "add column", "create table", "add relationship", "lookup column", "create form", "create view", "modify form", "FormXml", "SavedQuery", "option set", "picklist", "MetadataService", "EntityDefinitions". Do not use when: reading/writing data records (use dv-python-sdk), exporting solutions (use dv-solution).
Core rules and tool routing for all Dataverse tasks. Loaded automatically before other skills. Use when: any request involving Dataverse, Dynamics 365, Power Platform, tables, columns, solutions, records, queries, CRM, metadata, plugins, SDK, Web API, PAC CLI, or environment operations. Also use for: "how do I", "what tool", "which skill", "where do I start", "help with Dataverse", "create table", "create column", "build solution", "query data", "bulk import", "sample data", "support agent", "customer table", "ticket table". This skill must be loaded before any other Dataverse skill.
Query, create, update, and bulk-import Dataverse records using the official Python SDK. Includes data profiling, CSV import, and Jupyter notebook patterns. Use when: "use the SDK", "query records", "create records", "bulk operations", "upsert", "Python script for Dataverse", "read data", "write data", "upload file", "bulk import", "CSV import", "load data", "data profiling", "data quality", "analyze data", "Jupyter notebook", "pandas", "notebook". Do not use when: creating forms/views (use dv-metadata with Web API), exporting solutions (use dv-solution with PAC CLI).
Manage Dataverse solution lifecycle — create, export, import, promote across environments, and validate deployments. Use when: "export solution", "import solution", "pack solution", "unpack solution", "create solution", "pull from environment", "push to environment", "validate import", "check import errors", "check if table exists", "check if form is published", "verify deployment". Do not use when: creating tables/columns/forms/views (use dv-metadata).
README
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 opencode@microsoft.com with any additional questions or comments.
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