Build, query, and manage Microsoft Dataverse and linked Dynamics 365 Finance and Operations environments through natural language. The plugin teaches AI coding agents to drive the Dataverse MCP server, Dataverse CLI, Python SDK, and PAC CLI — from designing data models and answering CRM questions to deploying Dataverse solutions and Finance and Operations deployable packages.
Microsoft Dataverse skills for AI coding agents. Wraps the Dataverse MCP server, Dataverse CLI, Python SDK, and PAC CLI behind specialist skills for building, querying, deploying, and administering Dataverse environments.
ดาว
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เครื่องมือ
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อัปไทม์
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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.
erp-xpp
Handles the Finance and Operations X++ lifecycle: model and metadata authoring, matching SDK installation, compile/build, deployable package deployment, database synchronization, and verification of custom services/APIs, runnable X++ classes, and public OData data entities.
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.
This is the recommended path for JetBrains IDEs (PyCharm, Rider) via Codex or Claude, and works with any agent that reads local skills. After installing, ask your agent to "Connect to Dataverse" — the dv-connect skill fetches the helper scripts and walks through authentication and MCP registration.
The per-marketplace installs below are alternatives for agents that have a dedicated plugin listing.
GitHub Copilot
/plugin install dataverse@awesome-copilot
Claude Code
/plugin install dataverse@claude-plugins-official
Gemini CLI
Install the extension from the public repository. Gemini CLI selects the
generic extension archive attached to the latest GitHub Release:
Enter the Dataverse environment URL when the configuration command prompts.
The value is stored in local Gemini extension settings and is not committed to
the repository. Restart Gemini after installation, then verify discovery:
The release archive is generated from .github/plugins/dataverse/ when a new
plugin version reaches main; the repository does not track a second skills or
scripts tree.
Codex
Codex app and ChatGPT
Open Plugins.
Search for Microsoft Dataverse in the OpenAI plugin directory.
Open the dataverse plugin and select Install.
Codex CLI
Install directly from the OpenAI-curated marketplace:
codex plugin add dataverse@openai-curated
Alternatively, run /plugins, search for Microsoft Dataverse, and install
dataverse from the openai-curated marketplace.
Cursor
From agent chat
/add-plugin dataverse
From the marketplace UI
Open Settings → Plugins in Cursor.
Search the Marketplace for Dataverse.
Open Microsoft Dataverse and select Add to Cursor.
If the Gemini extension is already installed, import the same plugin with
agy plugin import gemini instead.
Restart agy, then use /skills to verify discovery. Invoke /dv-connect to
select an environment and register the Dataverse MCP server with agy mcp add;
verify it with agy mcp list after restarting.
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 (or Gemini's bundled dataverse server), 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"
"Create a runnable X++ class, compile it, and deploy its Finance and Operations package"
"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:
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.
Contributing
We welcome contributions — new skills, improvements to existing ones, and bug fixes. See 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.
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.
Microsoft Dataverse skills for AI coding agents. Wraps the Dataverse MCP server, Dataverse CLI, Python SDK, and PAC CLI behind specialist skills for building, querying, deploying, and administering Da
Microsoft Dataverse skills for AI coding agents. Wraps the Dataverse MCP server, Dataverse CLI, Python SDK, and PAC CLI behind specialist skills for building, querying, deploying, and administering Dataverse environments.
ตรวจสอบล่าสุดเมื่อ 2026-11-13 Microsoft Dataverse skills for AI coding agents. Wraps the Dataverse MCP server, Dataverse CLI, Python SDK, and PAC CLI behind specialist skills for building, querying, deploying, and administering Dataverse environments.