Dataverse-skills

# Dataverse Skills [](https://opensource.org/licenses/MIT) Build, query, and manage [Microsoft Dataverse](https://learn.microsoft.com/en-us/power-apps/maker/data-platform/data-platform-intro) through natural language. The plugin teaches AI coding agents to drive the Dataverse MCP server, Dataverse CLI, Python SDK, and PAC CLI — for everything from designing data models and answering CRM questions to deploying solutions across environments. | Skill | What it does | |---|---| | **dv-connect** | One-time setup that installs the Dataverse CLI, Python SDK, and PAC CLI; authenticates against your Dataverse environment; and registers the Dataverse MCP server with your agent. | | **dv-query** | Reads, filters, paginates, and aggregates Dataverse records. Handles natural-language questions like *"show me my open deals"*, multi-page result sets, and pandas DataFrame loading for notebook analysis. | | **dv-data** | Single-record CRUD plus bulk import — CSV loads, multi-table imports with foreign-key dependencies, upsert by alternate key, and AI-generated sample data. | | **dv-metadata** | Authors and edits the Dataverse data model: tables, columns, relationships, forms, and views. | | **dv-solution** | Manages solution lifecycle — create, export, import, promote across environments, and validate deployments. | | **dv-admin** | Environment-level administration: bulk delete, retention/archival, organization settings, OrgDB settings, recycle bin, audit, and the allowlisted PPAC toggles. | | **dv-security** | Assigns security roles, manages user access, adds application users, configures business units, and handles admin self-elevation. | | **dv-overview** | Cross-cutting rules and tool routing; loaded before any other skill to direct each request to the right specialist. | Browse [`.github/plugins/dataverse/skills/`](.github/plugins/dataverse/skills/) for the full source. ## Prerequisites A Microsoft Dataverse environment, available through Power Apps, Dynamics 365, or Power Platform plans, or via the free [Power Apps Developer Plan](https://learn.microsoft.com/en-us/power-platform/developer/plan). ## Install ### GitHub Copilot ```bash /plugin install dataverse@awesome-copilot ``` ### Claude Code ```bash /plugin install dataverse@claude-plugins-official ``` ### Codex **Codex app** 1. Open **Plugins → Add marketplace**. 2. Set **Source** to `https://github.com/microsoft/Dataverse-skills.git`. 3. Leave **Git ref** and **Sparse paths** empty. 4. Click **Add marketplace**, then browse the **dataverse-skills** marketplace, open `dataverse`, and select **Install plugin**. **Codex CLI** Add the marketplace (first time only), then browse `/plugins` and install `dataverse`: ```bash codex plugin marketplace add microsoft/Dataverse-skills ``` Update to the latest release: ```bash codex plugin marketplace upgrade dataverse-skills ``` ### Cursor Local install (a Cursor Marketplace listing is coming — tracked in #76): ```bash git clone https://github.com/microsoft/Dataverse-skills.git ``` Then copy the plugin directory into your Cursor local plugins folder: - **Windows:** copy `Dataverse-skills\.github\plugins\dataverse` to `%USERPROFILE%\.cursor\plugins\local\dataverse\` - **macOS / Linux:** copy `Dataverse-skills/.github/plugins/dataverse` to `~/.cursor/plugins/local/dataverse/` Reload the Cursor window (Ctrl+Shift+P → "Developer: Reload Window") to load the `dv-*` skills. ## Verify the install After installation, ask your agent: > "Connect to Dataverse" The `dv-connect` skill walks through tool checks, authentication, and MCP registration. When it finishes, you should see a `dataverse-<orgname>` MCP server registered with your agent, and `pac auth list` should show your active environment. ## Try these prompts After the connect flow finishes, describe what you want — the plugin picks MCP, the Dataverse CLI, the Python SDK, or PAC CLI for you. - *"Show me my open deals over $100K closing this quarter"* - *"Import this CSV into the contacts table"* - *"Create a customer feedback table with name, rating, and comment columns"* - *"Pull the schema and pack it into a solution"* - *"Bulk delete activities older than 2024"* - *"Add a teammate to the sales team on the dev environment"* ## 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. - **Application-level telemetry only** — outbound Dataverse requests may carry application metadata (plugin / version / skill / agent labels) so server-side dashboards can attribute traffic. No prompts, tool arguments, or record data are transmitted. - **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](docs/safety-and-guardrails.md). ## Contributing We welcome contributions — new skills, improvements to existing ones, and bug fixes. See [CONTRIBUTING.md](CONTRIBUTING.md) for guidelines and local-development instructions. ## 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](https://www.microsoft.com/en-us/legal/intellectualproperty/trademarks/usage/general). 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](LICENSE). ## Code of Conduct This project has adopted the [Microsoft Open Source Code of Conduct](https://opensource.microsoft.com/codeofconduct/). For more information see the [Code of Conduct FAQ](https://opensource.microsoft.com/codeofconduct/faq/) or contact [opencode@microsoft.com](mailto:opencode@microsoft.com) with any additional questions or comments.