Creates new records in Dynamics 365 using metadata to validate fields, resolve option sets to integers, build lookup bindings, and handle required fields.
npx claudepluginhub nickmeron/dataverse-mcp-serverThis skill is limited to using the following tools:
The user wants to create a new record in Dynamics 365.
Automates Dynamics 365 CRM operations: create, update, retrieve, list leads, accounts, contacts, opportunities, sales orders, invoices, cases via Web API tools.
Creates and modifies Dataverse tables, columns, relationships, forms, and views using Python SDK and Web API. Activates on 'add column', 'create table', 'add relationship', 'create form'.
Automates Zoho CRM operations via Rube MCP (Composio): create/update records, search contacts, manage leads, convert leads. Use for CRM workflows with active Zoho connection.
Share bugs, ideas, or general feedback.
The user wants to create a new record in Dynamics 365.
Argument provided: $ARGUMENTS
Select environment — call list_environments, ask the user which environment (this is especially important for creates — you must confirm the target). Call select_environment.
Identify the entity — use list_entities if needed to find the EntitySetName (plural name for the API).
Discover the schema — call get_entity_attributes to understand:
@odata.bind syntaxResolve lookups — for any lookup field the user provides (e.g. "parent account = Contoso"):
get_entity_relationships (ManyToOne) to find what entity the lookup points toquery_records on that entity to find the GUID"fieldname@odata.bind": "/pluralentity(guid)"Resolve option sets — for any picklist field:
get_picklist_options to get the integer Value for the Label the user providedBuild and submit — call create_record with the entity and data object.
Confirm — show the created record's ID and key details.
| Type | Format | Example |
|---|---|---|
| String | plain string | "name": "Contoso" |
| Integer | number | "numberofemployees": 500 |
| Decimal / Money | number | "revenue": 1000000.00 |
| Boolean | true/false | "donotphone": false |
| DateTime | ISO 8601 | "createdon": "2024-03-15T00:00:00Z" |
| Lookup | @odata.bind | "parentaccountid@odata.bind": "/accounts(guid)" |
| Option Set | integer code | "industrycode": 7 |
createdon, modifiedon, createdby, modifiedby, versionnumber, primary IDAttributeType = Virtual) cannot be set directly