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mafzaal

Dynamics 365 Finance & Operations MCP Server

by mafzaal

d365fo_search_enumerations

Search for enumeration values in Dynamics 365 Finance & Operations using keyword-based queries to identify named constants like status codes and configuration options.

Instructions

Search for enumerations (enums) in D365 F&O using simple keyword-based search.

IMPORTANT: When searching for enumerations, break down user requests into individual keywords and perform MULTIPLE searches:

  1. Extract keywords from requests (e.g., "customer status enums" → "customer", "status")

  2. Perform separate searches for each keyword using simple text matching

  3. Combine and analyze results from all searches

  4. Look for enums that match the combination of concepts

SEARCH STRATEGY EXAMPLES:

  • "customer status enums" → Search for "customer", then "status", then find status-related customer enums

  • "blocking reasons" → Search for "block" and "reason", then combine results

  • "approval states" → Search for "approval" and "state", then find approval-related enums

Use simple keywords, not complex patterns. Enums represent lists of named constants (e.g., NoYes, CustVendorBlocked).

Args: pattern: Simple keyword or text to search for in enumeration names. Use plain text keywords, not regex patterns. For requests like 'customer blocking enums': 1) Extract keywords: 'customer', 'blocking' 2) Search for each keyword: 'customer' then 'blocking' 3) Perform multiple searches 4) Analyze combined results. Use simple text matching. limit: Maximum number of matching enumerations to return. profile: Configuration profile to use (optional - uses default profile if not specified)

Returns: Dictionary with matching enumerations

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
patternYes
limitNo
profileNodefault
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 of behavioral disclosure. It effectively describes the search behavior (keyword-based, multiple searches, text matching), return format (dictionary with matching enumerations), and operational constraints (limit parameter controls maximum results). It doesn't mention rate limits, authentication needs, or error handling, but covers core behavioral aspects well.

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

Conciseness4/5

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

The description is well-structured with clear sections (purpose, important instructions, examples, args, returns) but is somewhat lengthy. Every sentence adds value, particularly the search strategy examples and parameter explanations, though it could be slightly more condensed without losing clarity.

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 complexity (search tool with multi-keyword strategy), no annotations, 0% schema coverage, and no output schema, the description does an excellent job of providing context. It explains the search methodology, parameter usage, and return format. It could improve by detailing error cases or response structure, but it's largely complete for effective use.

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?

Schema description coverage is 0%, so the description must fully compensate. It provides detailed semantic explanations for all three parameters: 'pattern' is explained with examples and search strategy guidance, 'limit' specifies maximum results, and 'profile' indicates optional configuration. The description adds significant value beyond the bare schema.

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 searches for enumerations in D365 F&O using keyword-based search, with specific examples of what enumerations are (lists of named constants like NoYes, CustVendorBlocked). It distinguishes itself from siblings like d365fo_search_entities and d365fo_search_actions by focusing specifically on enumerations.

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 provides explicit guidance on when and how to use this tool versus alternatives: it instructs to break down user requests into keywords and perform multiple searches, with detailed examples (e.g., 'customer status enums' → search 'customer' then 'status'). It also mentions using simple text matching, not regex patterns, and references combining results from multiple searches.

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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