dataverse

Dataverse Skills

Build, query, and manage Microsoft Dataverse through natural language. The plugin teaches AI coding agents to drive the Dataverse MCP server, Dataverse CLI, Python SDK, and PAC CLI — for everything from designing data models and answering CRM questions to deploying solutions across environments.

Skill	What it does
dv-connect	One-time setup that installs the Dataverse CLI, Python SDK, and PAC CLI; authenticates against your Dataverse environment; and registers the Dataverse MCP server with your agent.
dv-query	Reads, filters, paginates, and aggregates Dataverse records. Handles natural-language questions like "show me my open deals", multi-page result sets, and pandas DataFrame loading for notebook analysis.
dv-data	Single-record CRUD plus bulk import — CSV loads, multi-table imports with foreign-key dependencies, upsert by alternate key, and AI-generated sample data.
dv-metadata	Authors and edits the Dataverse data model: tables, columns, relationships, forms, and views.
dv-solution	Manages solution lifecycle — create, export, import, promote across environments, and validate deployments.
dv-admin	Environment-level administration: bulk delete, retention/archival, organization settings, OrgDB settings, recycle bin, audit, and the allowlisted PPAC toggles.
dv-security	Assigns security roles, manages user access, adds application users, configures business units, and handles admin self-elevation.
dv-overview	Cross-cutting rules and tool routing; loaded before any other skill to direct each request to the right specialist.

Browse .github/plugins/dataverse/skills/ for the full source.

Prerequisites

A Microsoft Dataverse environment, available through Power Apps, Dynamics 365, or Power Platform plans, or via the free Power Apps Developer Plan.

Install

GitHub Copilot

/plugin install dataverse@awesome-copilot

Claude Code

/plugin install dataverse@claude-plugins-official

Codex

Codex app

1. Open Plugins → Add marketplace.
2. Set Source to https://github.com/microsoft/Dataverse-skills.git.
3. Leave Git ref and Sparse paths empty.
4. Click Add marketplace, then browse the dataverse-skills marketplace, open dataverse, and select Install plugin.

Codex CLI

Add the marketplace (first time only), then browse /plugins and install dataverse:

codex plugin marketplace add microsoft/Dataverse-skills

Update to the latest release:

codex plugin marketplace upgrade dataverse-skills

Cursor

Local install (a Cursor Marketplace listing is coming — tracked in #76):

git clone https://github.com/microsoft/Dataverse-skills.git

Then copy the plugin directory into your Cursor local plugins folder:

• Windows: copy Dataverse-skills\.github\plugins\dataverse to %USERPROFILE%\.cursor\plugins\local\dataverse\
• macOS / Linux: copy Dataverse-skills/.github/plugins/dataverse to ~/.cursor/plugins/local/dataverse/

Reload the Cursor window (Ctrl+Shift+P → "Developer: Reload Window") to load the dv-* skills.

Verify the install

After installation, ask your agent:

"Connect to Dataverse"

The dv-connect skill walks through tool checks, authentication, and MCP registration. When it finishes, you should see a dataverse-<orgname> MCP server registered with your agent, and pac auth list should show your active environment.

Try these prompts

After the connect flow finishes, describe what you want — the plugin picks MCP, the Dataverse CLI, the Python SDK, or PAC CLI for you.

• "Show me my open deals over $100K closing this quarter"
• "Import this CSV into the contacts table"
• "Create a customer feedback table with name, rating, and comment columns"
• "Pull the schema and pack it into a solution"
• "Bulk delete activities older than 2024"
• "Add a teammate to the sales team on the dev environment"

Safety & Security

The plugin is designed around a least-privilege model — it cannot exceed the permissions of the authenticated user. Key safeguards: