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Dataverse Plugin MCP

An MCP server that lets an AI assistant (Claude, etc.) scaffold, build, register, query, and diagnose Microsoft Dataverse (Power Platform / Dynamics 365) plug-ins directly from a conversation — no need to leave the editor to open the Plugin Registration Tool or hand-write Web API calls.

Instead of reimplementing the registration logic from scratch, this MCP orchestrates tools you already use and already have authenticated on your machine:

  • Power Platform CLI (pac) — project scaffolding, build, and push of already-registered packages.

  • Azure CLI (az) — reuses your already-authenticated session (same account/tenant as pac) to get a token and talk directly to the Dataverse Web API (query and register SDK message processing steps, images, execution logs, etc.).

Why this exists

Registering a Dataverse plug-in normally means switching between several tools: pac plugin init for the project skeleton, the Plugin Registration Tool (GUI) for the first registration, and either the PRT or manual Web API calls to bind messages/entities/stages and configure pre/post images. This MCP brings that whole flow into tools an AI assistant can call directly, including operations that usually only exist in the GUI (a full assembly diagnostic report, step editing, trace logs).

Related MCP server: MCP Dataverse

Prerequisites

Tool

Purpose

Install

Python 3.11+

Runs the MCP server

—

uv

Manages the environment/dependencies

pip install uv or the official installer

Power Platform CLI (pac)

Scaffolding, build, push, PRT

dotnet tool install --global Microsoft.PowerApps.CLI.Tool

Azure CLI (az)

Web API access token

official installer

.NET SDK

Builds the net462 plug-in projects

dotnet.microsoft.com

Authenticate both CLIs once, with the same account that has access to the target Dataverse environment:

pac auth create --environment https://YOUR-ENVIRONMENT.crm.dynamics.com
az login

The server never stores or asks for credentials — it always delegates to these two already-authenticated sessions.

Installation

git clone https://github.com/lucasjesus0311/dataverse-plugin-mcp.git
cd dataverse-plugin-mcp
uv sync

Configure in Claude Code

claude mcp add dataverse-plugins -- uv --directory "PATH/TO/dataverse-plugin-mcp" run dataverse_plugins_server.py

Configure in Claude Desktop

Edit claude_desktop_config.json (under %APPDATA%\Claude\, or if the app was installed from the Microsoft Store, under %LOCALAPPDATA%\Packages\<PackageId>\LocalCache\Roaming\Claude\):

{
  "mcpServers": {
    "dataverse-plugins": {
      "command": "C:\\PATH\\TO\\uv.exe",
      "args": [
        "--directory", "C:\\PATH\\TO\\dataverse-plugin-mcp",
        "run", "dataverse_plugins_server.py"
      ]
    }
  }
}

Use the full path to uv.exe (find it with where uv on Windows or which uv on macOS/Linux) — GUI apps don't always inherit the shell PATH. Fully restart Claude Desktop after saving.

Available tools

24 tools, organized by stage of a plug-in's lifecycle. Full reference with every parameter in docs/TOOLS.md.

Category

Tools

Environment

list_environments, select_environment

Local development

create_plugin_project, build_plugin

Registration

open_registration_tool, push_plugin_update

Steps (CRUD)

create_step, update_step, delete_step, toggle_step, set_secure_configuration

Images (CRUD)

create_step_image, list_images, update_image, delete_image

Query

list_registered_plugins, list_plugin_types, list_steps, list_available_messages

Deletion

delete_assembly, delete_package

Diagnostics

list_execution_logs, configure_tracing, xray_assembly

xray_assembly deserves a callout: it generates a complete report of a registered assembly in a single call — classes, steps with every setting, images, and the latest trace log entries.

⚠️ Security notice

Several tools perform real writes to the configured Dataverse environment (creating/editing/deleting steps, images, assemblies, packages; toggling tracing; updating the running code via push_plugin_update). They act with the same permissions as your pac/az session — always test in a development environment, never directly in production. Each tool's docstring clearly flags when an operation is destructive or irreversible.

Known limitations

  • First-time registration of a package/assembly: there is no CLI command or simple Web API call for this — Microsoft reserves this step for the Plugin Registration Tool or the Visual Studio extension (which reflect over the assembly to auto-discover its classes). Use open_registration_tool() for this one-time step; after that, push_plugin_update() covers every update via CLI.

  • PATCH on sdkmessageprocessingstepimages: the Dataverse Web API rejects direct updates to this table with a generic, undocumented error (0x80040216). update_image() works around this by deleting and recreating the image.

  • $expand on packageid of pluginassemblies: returns 400 Bad Request. The code uses _packageid_value plus a separate lookup instead of $expand.

Project structure

.
├── dataverse_plugins_server.py   # main server (24 tools)
├── docs/
│   └── TOOLS.md                  # full reference for every tool
├── examples/
│   └── hello_world_mcp_server.py # minimal example MCP (3 trivial tools)
├── plugins/                      # C# plug-in projects generated/registered locally
└── pyproject.toml

Minimal example

If you're just getting started with MCP, examples/hello_world_mcp_server.py is a 3-tool trivial server (add, current time, reverse text) — a good starting point before diving into the main server.

License

MIT

Available Tools

24 tools
build_pluginC

Build the plug-in project with 'dotnet build' and return the build output.

Inputs: project_path (required), configuration. Returns: result

configure_tracingA

Turn the environment's Plug-in Trace Log on/off (required for list_execution_logs to work).

level: 'Off', 'Exception' (only logs when the plug-in throws an exception), or 'All' (always logs). Remember to switch back to 'Off' or 'Exception' after debugging -- logs consume the organization's storage space.

Inputs: level (required), environment. Returns: result

create_plugin_projectA

Create a new C# Dataverse plug-in project (pac plugin init) under plugins/.

Generates a .NET (net462) project with a sample Plugin1 class ready to edit. Does not register anything in Dataverse -- it only creates the code locally.

name: must be a valid C# identifier (no hyphens/spaces) -- it becomes the project namespace. sign: defaults to True -- generates a .snk key and signs the assembly with a strong name (required by classic assembly registration). Use False (--skip-signing) only if the package bundles unsigned third-party dependent assemblies.

Inputs: name (required), sign, author. Returns: result

create_stepA

Register a new SDK message processing step, binding a plug-in class to a message/entity/stage.

plugin_type_name_or_id: typename (Namespace.Class), friendlyname, or GUID of the plugintype -- use list_plugin_types() to find it. message: Dataverse message name, e.g. 'Create', 'Update', 'Delete'. entity: logical name of the table (e.g. 'account'); empty = all entities that support the message. stage: 'PreValidation', 'PreOperation', or 'PostOperation'. filtering_attributes: comma-separated list of columns (only meaningful for 'Update'). rank: execution order among steps in the same stage/message/entity (lower runs first). configuration: free text (unsecure configuration) passed to the plugin's constructor. impersonate_user_id: GUID of a systemuser to run the step as ("Run in User's Context"); empty = runs as the user who triggered the operation. WARNING: this creates a real record in the environment -- the plug-in starts executing for real.

Inputs: message (required), plugin_type_name_or_id (required), rank, stage, +7 more.

create_step_imageA

Register a pre/post image on an existing step, so the plug-in can read values before/after the operation.

step_id: GUID of the step (returned by create_step or list_steps). attributes: comma-separated list of columns to include (e.g. 'description,firstname'); empty = all columns. image_type: 'PreImage' (values before the operation), 'PostImage' (after), or 'Both'. Pre-Image is not available for the 'Create' message (the row does not exist yet); Post-Image is not available for 'Delete'. alias: name used in the C# code to access the image (e.g. localPluginContext.PluginExecutionContext.PreEntityImages["PreImage"]). Empty uses 'image_type' itself as the alias.

Inputs: step_id (required), alias, attributes, image_type, +1 more.

delete_assemblyA

Delete a registered PluginAssembly (without a PluginPackage).

Only works if no SDK message processing steps depend on classes from this assembly -- delete the steps first with delete_step(). Dataverse rejects the deletion otherwise.

Inputs: assembly_name_or_id (required), environment. Returns: result

delete_imageB

Delete a pre/post image from a step, without deleting the step itself.

Inputs: image_id (required), environment. Returns: result

delete_packageA

Delete a registered PluginPackage (Nuget package).

WARNING: this also deletes every assembly, plug-in class, and step inside the package.

Inputs: package_name_or_id (required), environment. Returns: result

delete_stepA

Delete an SDK message processing step (its images are removed in cascade).

WARNING: the plug-in stops executing for this message/entity/stage combination.

Inputs: step_id (required), environment. Returns: result

list_available_messagesA

List the Dataverse message names (Create, Update, Delete, Assign, ...) supported by a table.

Useful to know what to pass as 'message' to create_step() before attempting to register it.

Inputs: entity (required), environment. Returns: result

list_environmentsA

List the authentication profiles (Dataverse environments) configured in the pac CLI.

Inputs: no named parameters. Returns: result

list_execution_logsA

Read the latest Plug-in Trace Log entries (Trace()/exception logs from the plug-in).

plugin_type_name: filters by typename (e.g. 'MyFirstPlugin.Plugin1'); empty = all plug-ins. Requires tracing to be enabled in the environment -- see configure_tracing().

Inputs: limit, environment, plugin_type_name. Returns: result

list_imagesC

List the pre/post images registered on an SDK message processing step.

Inputs: step_id (required), environment. Returns: result

list_plugin_typesA

List the plug-in classes (plugintypes) of an assembly, given the assembly's name or GUID.

Inputs: assembly_name_or_id (required), environment. Returns: result

list_registered_pluginsB

List the plug-in packages (pluginpackages) and assemblies (pluginassemblies) registered in the environment.

Inputs: environment.

list_stepsB

List the SDK message processing steps (message/entity/stage) of a plug-in class.

Inputs: plugin_type_name_or_id (required), environment. Returns: result

open_registration_toolA

Open the Plugin Registration Tool (PRT) for the FIRST registration of a plug-in package.

'pac plugin push' only UPDATES a package that already exists in Dataverse (it needs the pluginId). The first-time registration of a new package still requires the PRT or the Visual Studio extension -- there is no CLI command to create the package from scratch. After registering it for the first time in the PRT, copy the package/assembly GUID shown there and use it in push_plugin_update() for every following update.

Inputs: no named parameters. Returns: result

push_plugin_updateA

Rebuild and push (upload) a plug-in that is ALREADY REGISTERED in Dataverse.

plugin_id: GUID of the PluginPackage (or PluginAssembly), obtained from the first registration via the PRT. environment: index, name, or URL from list_environments(); empty uses the pac active environment. item_type: 'Nuget' (package generated by pac plugin init, plugin_id = PluginPackage) or 'Assembly' (loose dll, plugin_id = PluginAssembly -- requires file_path pointing to the compiled .dll, e.g. bin/Debug/net462/ProjectName.dll). file_path: relative to project_path; required when item_type='Assembly'. WARNING: this replaces the code currently running in the given environment.

Inputs: plugin_id (required), project_path (required), file_path, item_type, +2 more. Returns: result

select_environmentA

Set which authentication profile/Dataverse environment is active (index from list_environments).

Inputs: index (required). Returns: result

set_secure_configurationA

Set the Secure Configuration of a step (text only accessible to the plug-in, not shown in the PRT/UI).

Creates the secure configuration record if the step doesn't have one yet, or updates the existing one.

Inputs: value (required), step_id (required), environment. Returns: result

toggle_stepB

Enable or disable an existing SDK message processing step.

Inputs: enabled (required), step_id (required), environment. Returns: result

update_imageA

"Update" the attributes, alias, or type of an already-registered pre/post image.

The Dataverse Web API rejects direct PATCH on sdkmessageprocessingstepimages (it always returns the generic, undocumented 0x80040216 error -- confirmed by testing; it looks like an undocumented platform limitation for this table). So this tool recreates the image instead: it reads the current values, deletes it, and creates a new one with the merged fields, bound to the same step. The image 'id' changes -- use the value returned by this call. Leave a parameter out (None) to keep its current value.

Inputs: image_id (required), alias, attributes, image_type, +1 more.

update_stepA

Update properties of an existing SDK message processing step.

Each optional parameter is only changed if provided (None/empty = keep the current value), except filtering_attributes and configuration: pass an explicit empty string to clear the field.

Inputs: step_id (required), name, rank, stage, +4 more. Returns: result

xray_assemblyA

Generate a complete report of a registered plug-in assembly, in a single call: assembly metadata, every class (plugintype), every step with ALL its configuration (message, entity, stage, mode, rank, filtering attributes, whether it has a configuration/secure configuration, impersonation user), and each step's images.

include_logs: appends, per class, the last 5 Plug-in Trace Log entries (duration and error, if any). Only returns something if tracing is enabled -- see configure_tracing().

Inputs: assembly_name_or_id (required), environment, include_logs.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

    TDQS

    A3.9/5.0

    Scored across 24 tools

    Disambiguation5/5

    Each tool targets a distinct resource and action: environments, projects, builds, registrations, steps, images, assemblies, packages, available messages, logs, and tracing. Even similar delete/update/list tools are clearly differentiated by their object type (image vs assembly vs package, etc.).

    Naming Consistency5/5

    All tool names follow a consistent verb_noun snake_case pattern (e.g., list_steps, create_step, update_step, delete_step, toggle_step, configure_tracing). Compound verbs like open_registration_tool and push_plugin_update still adhere to the same structural pattern, maintaining predictability throughout.

    Tool Count4/5

    At 24 tools, the set is slightly above the typical 3-15 well-scoped range, but each tool serves a distinct purpose within the plugin development lifecycle. The count is justified by the broad domain coverage, from project creation to deployment and diagnostics, without redundant or trivial tools.

    Completeness5/5

    The tool set covers the full lifecycle: project scaffolding, build, registration (with a manual PRT step workaround), CRUD for steps and images, environment management, secure configuration, tracing, and a comprehensive xray_assembly report. There are no obvious dead ends or missing critical operations for the plugin development workflow.

    Maintenance

    ActivityInactive
    ResponsivenessNo recent community issues

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