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keithdev21

business-central-mcp

by keithdev21

bc_query

Retrieve large datasets from Business Central via OData with server-side filter, sort, and select for efficient bulk reads.

Instructions

Reads records from Business Central in bulk using the Standard API v2.0 (OData/REST on port 7048). Use bc_query for efficient server-side filtered, sorted, and projected reads over many records — for example, fetching all open sales orders, listing customers in a city, or pulling G/L entries for a date range. This is far more efficient than using bc_open_page + bc_read_data for bulk reads because filtering and projection happen on the server before any data is transferred.

When to use bc_query: structured data retrieval over standard BC entities, when you need 2+ records with specific field selection, when you want server-side filter/sort/OData operators ($filter, $select, $top, $orderby, $expand), or when you need to inspect a large dataset without driving the BC UI. Entity names are BC Standard API v2.0 names (camelCase): customers, vendors, items, salesOrders, salesInvoices, purchaseOrders, purchaseInvoices, generalLedgerEntries, accounts, journals, journalLines, companies, employees, dimensions, dimensionValues, currencies, paymentTerms, shipmentMethods, paymentMethods, countriesRegions, unitsOfMeasure, taxGroups, contacts. Pass filter as OData $filter syntax (e.g., "city eq 'London'", "amount gt 1000", "postingDate ge 2024-01-01"). Pass select as comma-separated field names (e.g., "number,displayName,city") to limit response size. top defaults to 100 if omitted — pass explicitly to get more or fewer rows. Queries are company-scoped automatically; pass company to target a specific company (see bc_list_companies). The special "companies" entity is the one exception — it is the top-level environment list (not company-scoped), so the company parameter is ignored for it; query it to discover available companies.

When NOT to use bc_query: do not use for UI-driven flows (navigating pages, clicking buttons, filling forms — use bc_open_page + bc_execute_action for those). Do not use bc_query for posting, writing, or triggering BC business logic — OData reads are read-only; use bc_write_data and bc_execute_action for mutations. Do not use for custom/extension entities not in the Standard API v2.0 — those require the UI WebSocket tools. Note: this env uses HTTP Basic auth (NavUserPassword); cloud/SaaS BC requires OAuth — set BC_ODATA_URL and configure OAuth externally for cloud envs.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
topNoMaximum number of rows to return. Defaults to 100 if omitted to prevent accidental full-table scans. Pass explicitly to get more rows.
entityYesBC Standard API v2.0 entity name (camelCase). Examples: customers, vendors, items, salesOrders, salesInvoices, purchaseOrders, generalLedgerEntries, accounts, companies, employees. See BC Standard API docs for the full list.
expandNoOData $expand for related entities. Examples: "salesLines", "customer($select=displayName)". Use sparingly — expanded entities increase response size significantly.
filterNoOData $filter expression for server-side filtering. Examples: "city eq 'London'", "amount gt 1000", "postingDate ge 2024-01-01 and postingDate le 2024-12-31", "contains(displayName, 'Contoso')". Applied by BC before returning data.
selectNoComma-separated OData $select field names to limit response size. Examples: "number,displayName,city", "id,amount,postingDate". Omit to return all fields.
companyNoOverride the BC company name for this query. Defaults to the server-configured company (BC_ODATA_COMPANY or first available company). Use when querying a specific company in a multi-company BC environment.
orderbyNoOData $orderby expression. Examples: "displayName asc", "postingDate desc", "amount desc,number asc".
Behavior5/5

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

With no annotations provided, the description carries the full burden and excels: it discloses that OData reads are read-only, top defaults to 100, queries are company-scoped automatically, and the special 'companies' entity exception. It also covers authentication requirements (Basic auth vs OAuth) and environment-specific details.

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 is long but exceptionally well-structured and front-loaded. It opens with the core purpose, then flows into usage guidelines, parameter guidance, and exclusions. Every sentence adds useful information, with clear section breaks and examples that earn their place.

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

Completeness5/5

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

For a complex tool with 7 parameters, no output schema, and OData semantics, the description is remarkably complete. It enumerates supported entities, provides filter/select/orderby syntax examples, explains the default top limit, covers the companies entity exception, and addresses authentication for different environments. Nothing important is left unexplained.

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

Parameters5/5

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

Although schema coverage is 100%, the description adds substantial value by providing concrete OData examples for filter, select, orderby, and expand parameters, explaining defaults like top=100, and clarifying the behavior for company overriding. This goes well beyond the schema's basic parameter descriptions.

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 'Reads records from Business Central in bulk using the Standard API v2.0' with a specific verb, resource, and scope. It distinguishes itself from sibling tools by explicitly comparing with bc_open_page + bc_read_data and highlighting that bulk reads are far more efficient.

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 includes explicit 'When to use bc_query' and 'When NOT to use bc_query' sections, listing concrete use cases, alternatives, and exclusions. It names specific sibling tools (bc_open_page, bc_execute_action, bc_write_data) and clarifies when not to use bc_query for UI-driven flows or mutations.

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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