Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@MCP Dataverse ServerFind the top 5 accounts with revenue over 1 million"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
MCP Dataverse Server
MCP server for performing CRUD operations on Microsoft Dataverse databases using service principal authentication.
Prerequisites
Azure AD App Registration:
Register an application in Azure AD
Create a client secret
Note the Tenant ID, Client ID, and Client Secret
Dataverse Setup:
Grant the app "Dynamics CRM" API permissions in Azure AD
Add the application as a user in Dataverse
Assign appropriate security role (e.g., System Administrator)
Environment Variables
Local Development
Docker Deployment
Available Tools
create_record: Create new records in tables
update_record: Update existing records
delete_record: Delete records
query_records: Query records with OData filters
list_tables: List all available tables
get_table_schema: Get column metadata for a table
Usage with bolt.new
Configure your bolt.new app to connect to this MCP server via stdio transport. The server handles all authentication transparently.
Example Operations
Create a record:
Query records:
dataverse_mcp_server
"# dataverse_mcp_server"