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ryanmichaeljames

Dataverse MCP Server

dataverse_list_shared_principals

Read-onlyIdempotent

Identify who has access to a record through sharing by listing shared principals with their access rights and shared links.

Instructions

Answer "WHO has this record because it was SHARED with them?".

Merges two unbound Web API functions that answer one question:

  • RetrieveSharedPrincipalsAndAccess — the principals the record was shared with, and the access rights each was given.

  • RetrieveSharedLinks — the existing shared links over the record that the caller is allowed to see.

This is the list neither neighbouring tool can produce. dataverse_retrieve_principal_access answers "which rights does ONE named principal have" (the mask), dataverse_retrieve_access_origin answers "WHY does ONE named principal have them" — both need you to already know who to ask about. This one enumerates them.

MIND THE INPUT ASYMMETRY. This tool takes the PLURAL entity_set_name ('accounts'), because the target is expressed as an OData EntityReference and an @odata.id names a collection. dataverse_retrieve_access_origin takes the SINGULAR logical_name ('account'). Confusing the two is the easy caller error here — use dataverse_get_entity_sets to confirm the plural, which is irregular often enough ('webresourceset') that guessing costs a 404.

A WRONG ENTITY SET NAME LOOKS EXACTLY LIKE A MISSING RECORD. VERIFIED LIVE: a nonexistent record id and a VALID id paired with the WRONG entity set both return HTTP 404 [0x80040217] "Entity '' With Id = Does Not Exist" from BOTH functions — the same status, the same error code, indistinguishable text. Both calls therefore fail and you get the standard {"error": true, "message": ...} envelope. So when this tool errors with "Does Not Exist", CHECK THE ENTITY SET NAME FIRST (plural — 'accounts', not 'account'; see the asymmetry note above) before concluding the record is gone. That singular-for-plural slip is the likeliest cause and it misdiagnoses as a missing record.

THE TWO CALLS FAIL INDEPENDENTLY. Each is made on its own: if one is unavailable or privilege-gated, its failure is reported in partial_errors and the other's data is still returned. Only a failure of BOTH yields the standard {"error": true, "message": ...} envelope. RetrieveSharedLinks is in principle the more likely of the two to be missing (it was available on the org tested, never landing in partial_errors), so a partial_errors entry naming it is an expected outcome rather than an error — check partial_errors before concluding a record is unshared.

RESPONSE SHAPES (verified live). Microsoft Learn documents RetrieveSharedPrincipalsAndAccessResponse but not its inner properties; live runs confirm the collection arrives under PrincipalAccesses, and that is the name tried first before the by-shape fallback. RetrieveSharedLinks returns Collection(team), an ordinary OData collection, and its entries duly arrive under the standard 'value' property. Each block reports the source it was found under — check it. If a payload cannot be identified unambiguously that block carries normalized: false, no counts, and the raw payload (minus the @odata.* envelope) under raw_response; nothing is fabricated.

Both lists are trimmed to top (default 50, max 1000) because neither function pages server-side. count, total_count and has_more are reported per block and total_count is always the full number Dataverse returned.

An empty result is NOT proof the record is private: these functions report explicit shares (the POA table) that the CALLER can see, not access granted by ownership, security roles, team membership or the business-unit hierarchy. Use dataverse_retrieve_access_origin for a specific principal, and read partial_errors before drawing any conclusion.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
paramsYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior5/5

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

Annotations already mark readOnly/idempotent, and the description adds extensive non-obvious behavior: independent failure of the two calls, partial_errors semantics, response shape discovery, client-side trimming with total_count/has_more, and the 404 misdiagnosis risk. No contradiction with annotations.

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 long but structured with a bold lead, ASCII callouts, and clearly separated paragraphs; virtually every sentence adds needed operational context. Slightly verbose but not wasteful.

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?

Covers purpose, alternatives, parameter pitfalls, error behavior, response shapes, paging semantics, and interpretational limits. For a tool that merges two functions with subtle failure modes, this is complete.

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 input schema already documents each parameter in detail, so baseline is 3. The description goes beyond by emphasizing the plural-vs-singular asymmetry and the practical consequence of a wrong entity set name, adding operational value for the most error-prone parameter.

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?

Opens with the precise question answered and explicitly names the two merged functions (RetrieveSharedPrincipalsAndAccess, RetrieveSharedLinks), then contrasts with sibling tools that require knowing a principal upfront. This is a specific verb+resource with clear scope and sibling differentiation.

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?

Explicitly states when to use this tool versus dataverse_retrieve_principal_access and dataverse_retrieve_access_origin, and warns when NOT to conclude privacy from an empty result. Also tells callers to use dataverse_get_entity_sets to confirm plural entity set names.

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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