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xrm-mcp

xrm-mcp

by jukkan
OverviewSchemaSourceRelated ServersDiscussionsAdmin
Python
Remote

upsert_record

Create or update a Dataverse record matched by an alternate key column. Use for sync or import scenarios without needing the record GUID.

Instructions

Create or update a record matched by an alternate key column.

Use this for sync/import scenarios where you don't have the record GUID.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "org_url": "<org_url>",
      "table": "<table>",
      "alternate_key": "<alternate_key>",
      "alternate_value": "<alternate_value>",
      "data": "<data>"
    },
    "name": "upsert_record"
  }
}

Input Schema

NameRequiredDescriptionDefault
dataYesDictionary of fields to set
tableYesThe logical name of the table
org_urlYesThe Dataverse organization URL
alternate_keyYesThe logical name of the alternate key column
alternate_valueYesThe value to match

Output Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.1

TDQS

A4.2/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries the full burden. It discloses that the tool creates or updates a record (a mutation), but does not mention potential side effects, return behavior, or conflict resolution. This is adequate but leaves some uncertainty.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description consists of two concise sentences. The first sentence immediately states the purpose, and the second provides usage guidance. No extraneous words.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's complexity (5 required params, nested objects, output schema present), the description is lean but functional. It covers the core purpose and usage context. However, it could be improved by noting that this is a mutation and what happens on conflict or missing data.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the baseline is 3. The description adds contextual value by mentioning 'sync/import scenarios', but it does not provide additional semantics for individual parameters beyond what the schema already describes.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb 'Create or update' and the resource 'record', and specifies the method 'matched by an alternate key column'. This distinguishes it from sibling tools like create_record and update_record, which operate on GUIDs.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly says 'Use this for sync/import scenarios where you don't have the record GUID', providing clear guidance on when to use this tool versus alternatives that require a GUID.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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