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create_step

Registers a new SDK message processing step, binding a plug-in class to a specific message, entity, and stage in Dataverse. Configure stage, rank, filtering attributes, and impersonation for execution.

Instructions

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.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
rankNo
stageNoPostOperation
entityNo
messageYes
step_nameNo
environmentNo
asynchronousNo
configurationNo
impersonate_user_idNo
filtering_attributesNo
plugin_type_name_or_idYes
Behavior4/5

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

With no annotations provided, the description carries the full burden. It includes a prominent warning that a real record is created and the plug-in starts executing, which is a key behavioral trait. It also explains the effect of impersonation, but does not mention potential side effects like idempotency or reversibility.

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 well-structured with a concise opening sentence followed by a systematic parameter list. The warning is prominently placed. No redundant information, and each sentence contributes value.

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 (11 parameters, no annotations, no output schema), the description covers the core purpose, most parameter meanings, and a critical warning. Missing explanations for three parameters (step_name, environment, asynchronous) and lack of return value info prevent a perfect score, but overall it is quite comprehensive.

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

Parameters4/5

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

The schema has no descriptions, so the description fills that gap for most parameters, providing examples and allowed values (e.g., plugin_type_name_or_id, stage, entity). However, it omits explanations for step_name, environment, and asynchronous parameters, leaving these partially unclear.

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 tool's function with a specific verb ('Register') and resource ('SDK message processing step'), and explains the binding to a plug-in class. It distinguishes itself from sibling tools like update_step and delete_step by the action of creating.

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

Usage Guidelines3/5

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

The purpose implies usage for creating a new step, but there is no explicit guidance on when to use this tool versus alternatives like update_step or toggle_step. The warning about creating a real record is cautionary but does not provide contextual direction.

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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