by microsoft
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.
# Add to your Claude Code skills
git clone https://github.com/microsoft/Dataverse-skillsGuides for using ai agents skills like Dataverse-skills.
Build, query, and manage Microsoft Dataverse 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. |
No comments yet. Be the first to share your thoughts!
Browse .github/plugins/dataverse/skills/ for the full source.
A Microsoft Dataverse environment, available through Power Apps, Dynamics 365, or Power Platform plans, or via the free Power Apps Developer Plan.
/plugin install dataverse@awesome-copilot
/plugin install dataverse@claude-plugins-official
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.
After the connect flow finishes, describe what you want — the plugin picks MCP, the Dataverse CLI, the Python SDK, or PAC CLI for you.
The plugin is designed around a least-privilege model — it cannot exceed the permissions of the authenticated user. Key safeguards:
For the full safety model — including confirmation flows, logging, irreversible operation handling, and planned improvements — see docs/safety-and-guardrails.md.
We welcome contributions — new skills, improvements to existing ones, and bug fixes. See CONTRIBUTING.md for guidelines and local-development instructions.
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.
This project is licensed under the MIT License.
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.