dataverse plugin for Claude

One-step setup and connection diagnostics for a Dataverse environment — installs tools, authenticates, registers MCP, writes `.env`, and verifies active profiles and linked ERP endpoints. Use when starting a new proje…

Record-level CRUD and bulk operations — create, update, delete, upsert, CSV import, multi-table foreign-key loads, AI-generated sample data. Use when the user wants to write, modify, seed, or import data records into…

Dataverse schema authoring and inspection — tables, columns, relationships, forms, and views. Use when the user wants to define, evolve, or inspect the data model — add a column, create a table, set up a lookup, custo…

Foundational cross-cutting context for Dataverse / Power Platform work — scope and the skill map, the tool-capability reference, the safety rules, and the safe change lifecycle. Use when the user mentions Dataverse, D…

Bulk reads, multi-page iteration, and analytics over Dataverse data. Use when the user wants to read, list, filter, aggregate, group, join, or analyze records — including pandas DataFrame workflows and notebook explor…

Security-role assignment, user access, application users, business units, and admin self-elevation in Dataverse environments. Use when the user wants to give someone access, grant a role, become an admin, or add a ser…

Dataverse solution lifecycle — create, export, import, promote across environments, and validate deployments. Use when the user wants to package customizations, deploy to another environment, or move work between dev…

X++ code development lifecycle for Finance and Operations — scaffold models, author classes, custom services/APIs, and data entities, install matching SDKs, compile deployable packages, deploy packages, synchronize da…