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Microsoft Dataverse

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Enables AI assistants to access and manipulate Microsoft Dataverse data with tools for listing tables, describing schemas, reading/writing records, executing pr

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About

Enables AI assistants to access and manipulate Microsoft Dataverse data with tools for listing tables, describing schemas, reading/writing records, executing prompts, and retrieving knowledge from configured sources.

README

This repository demonstrates a sophisticated Model Context Protocol (MCP) Server that integrates with Microsoft Dataverse and showcases advanced MCP capabilities beyond basic tool execution. Features include intelligent data visualization through Chart.js report generation.

Key MCP Features Implemented

🔄 MCP Elicitation

The server prompts users to choose between receiving raw JSON or saving results as formatted resources.

🧠 MCP Sampling

Data transformation by internal calls to the LLM - sampling - to convert raw Dataverse JSON responses into user-friendly formats including markdown tables and interactive Chart.js visualizations.

📁 MCP Resources

Dynamic resource creation that stores transformed data as accessible resources available from the MCP Server. Supports both markdown documents and interactive HTML reports viewable in browsers.

📊 MCP Progress

Real-time progress notifications during bulk operations (e.g., creating multiple contact records, generating reports) with status updates and completion tracking.

How It Works

Data Retrieval & Resource Creation

  1. Query Execution: Execute FetchXML queries against Dataverse using the ExecuteFetch tool
  2. Smart Result Handling: MCP Elicitation prompts user to save results as resources
  3. Data Transformation: MCP Sampling transforms JSON to markdown tables
  4. Resource Creation: Formatted data saved as MCP Resource with descriptive metadata

Report Generation

  1. Data Input: Provide FetchXML query or CSV data via CreateReportFromQuery or CreateReportFromData
  2. Chart Generation: MCP Sampling generates Chart.js code based on data and report requirements
  3. Template Processing: LLM-generated code inserted into HTML template with custom headings
  4. HTTP Serving: Interactive reports accessible at http://localhost:3001/dynamic/{filename}.html

Available MCP Tools

Data Operations

  • ExecuteFetch: FetchXML query execution with smart result handling
  • WhoAmI: Dataverse identity verification
  • BulkCreateRandomContacts: Bulk data creation with progress tracking

Report Generation

  • CreateReportFromQuery: Generate Chart.js visualizations from FetchXML queries
  • CreateReportFromData: Create Chart.js reports from CSV data with custom headings

Resource Management

  • CreateTextResource: Basic resource creation for any text content

Demo

This video demonstrates VS Code using this MCP Server to:

  • Retrieve Dataverse data through FetchXML queries
  • Transform large result sets into Markdown formatted resources
  • Optional adding of resources to the AI context window for enhanced conversations

This video demonstrates the report generation functionality:

  • Retrieve Dataverse data through FetchXML queries and make them available as MCP Resources.
  • Converting the result to a Chart.js visualization, using natural language.

Technical Implementation

Built with:

Getting Started

  1. Clone the repository
  2. Copy appsettings.json to appsettings.local.json and configure Dataverse credentials
  3. Run: dotnet run --project MyDataverseMcpServer --environment Development
  4. Server runs on http://localhost:3001

from github.com/adner/mcp_resourcelinks

Installing Microsoft Dataverse

This server has no published package — it is built from source. Open the repository and follow its README.

▸ github.com/adner/mcp_resourcelinks

FAQ

Is Microsoft Dataverse MCP free?

Yes, Microsoft Dataverse MCP is free — one-click install via Unyly at no cost.

Does Microsoft Dataverse need an API key?

No, Microsoft Dataverse runs without API keys or environment variables.

Is Microsoft Dataverse hosted or self-hosted?

Self-hosted: the server runs locally on your machine via the install command above.

How do I install Microsoft Dataverse in Claude Desktop, Claude Code or Cursor?

Open Microsoft Dataverse on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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