{
  "markdown": "# Dataverse Skills\n\n[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)\n\nBuild, query, and manage [Microsoft Dataverse](https://learn.microsoft.com/en-us/power-apps/maker/data-platform/data-platform-intro) and linked Dynamics 365 Finance and Operations environments through natural language. The plugin teaches AI coding agents to drive the Dataverse MCP server, Dataverse CLI, Python SDK, and PAC CLI — from designing data models and answering CRM questions to deploying Dataverse solutions and Finance and Operations deployable packages.\n\n| Skill | What it does |\n|---|---|\n| **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. |\n| **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. |\n| **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. |\n| **dv-metadata** | Authors and edits the Dataverse data model: tables, columns, relationships, forms, and views. |\n| **dv-solution** | Manages solution lifecycle — create, export, import, promote across environments, and validate deployments. |\n| **erp-xpp** | Handles the Finance and Operations X++ lifecycle: model and metadata authoring, matching SDK installation, compile/build, deployable package deployment, database synchronization, and verification of custom services/APIs, runnable X++ classes, and public OData data entities. |\n| **dv-admin** | Environment-level administration: bulk delete, retention/archival, organization settings, OrgDB settings, recycle bin, audit, and the allowlisted PPAC toggles. |\n| **dv-security** | Assigns security roles, manages user access, adds application users, configures business units, and handles admin self-elevation. |\n| **dv-overview** | Cross-cutting rules and tool routing; loaded before any other skill to direct each request to the right specialist. |\n\nBrowse [`.github/plugins/dataverse/skills/`](.github/plugins/dataverse/skills/) for the full source.\n\n## Prerequisites\n\nA Microsoft Dataverse environment, available through Power Apps, Dynamics 365, or Power Platform plans, or via the free [Power Apps Developer Plan](https://learn.microsoft.com/en-us/power-platform/developer/plan).\n\n## Install\n\n### GitHub Copilot\n\n```bash\n/plugin install dataverse@awesome-copilot\n```\n\n### Claude Code\n\n```bash\n/plugin install dataverse@claude-plugins-official\n```\n\n### Codex\n\n**Codex app**\n\n1. Open **Plugins → Add marketplace**.\n2. Set **Source** to `https://github.com/microsoft/Dataverse-skills.git`.\n3. Leave **Git ref** and **Sparse paths** empty.\n4. Click **Add marketplace**, then browse the **dataverse-skills** marketplace, open `dataverse`, and select **Install plugin**.\n\n**Codex CLI**\n\nAdd the marketplace (first time only), then browse `/plugins` and install `dataverse`:\n\n```bash\ncodex plugin marketplace add microsoft/Dataverse-skills\n```\n\nUpdate to the latest release:\n\n```bash\ncodex plugin marketplace upgrade dataverse-skills\n```\n\n### Cursor\n\n**From agent chat**\n\n```bash\n/add-plugin dataverse\n```\n\n**From the marketplace UI**\n\n1. Open **Settings → Plugins** in Cursor.\n2. Search the Marketplace for **Dataverse**.\n3. Open **Microsoft Dataverse** and select **Add to Cursor**.\n\nThe listing is published at [cursor.com/marketplace/microsoft-dataverse](https://cursor.com/marketplace/microsoft-dataverse).\n\n## Verify the install\n\nAfter installation, ask your agent:\n\n> \"Connect to Dataverse\"\n\nThe `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.\n\n## Try these prompts\n\nAfter the connect flow finishes, describe what you want — the plugin picks MCP, the Dataverse CLI, the Python SDK, or PAC CLI for you.\n\n- *\"Show me my open deals over $100K closing this quarter\"*\n- *\"Import this CSV into the contacts table\"*\n- *\"Create a customer feedback table with name, rating, and comment columns\"*\n- *\"Pull the schema and pack it into a solution\"*\n- *\"Create a runnable X++ class, compile it, and deploy its Finance and Operations package\"*\n- *\"Bulk delete activities older than 2024\"*\n- *\"Add a teammate to the sales team on the dev environment\"*\n\n## Safety & Security\n\nThe plugin is designed around a least-privilege model — it cannot exceed the permissions of the authenticated user. Key safeguards:\n\n- **MCP authorization** — MCP access requires developer auth, tenant admin consent, and per-environment allowlisting; other plugin tools (SDK, PAC CLI) authenticate directly.\n- **Security role enforcement** — every API call is authorized server-side by Dataverse; the plugin cannot bypass or escalate permissions.\n- **Application-level telemetry only** — outbound Dataverse requests may carry application metadata (plugin / version / skill / agent labels) so server-side dashboards can attribute traffic. No prompts, tool arguments, or record data are transmitted.\n- **Token security** — credentials are stored in your OS native credential store or held in memory only; never passed to external services.\n\nFor the full safety model — including confirmation flows, logging, irreversible operation handling, and planned improvements — see [docs/safety-and-guardrails.md](docs/safety-and-guardrails.md).\n\n## Contributing\n\nWe welcome contributions — new skills, improvements to existing ones, and bug fixes. See [CONTRIBUTING.md](CONTRIBUTING.md) for guidelines and local-development instructions.\n\n## Trademarks\n\nThis project may contain trademarks or logos for projects, products, or services. Authorized use of Microsoft\ntrademarks or logos is subject to and must follow\n[Microsoft's Trademark & Brand Guidelines](https://www.microsoft.com/en-us/legal/intellectualproperty/trademarks/usage/general).\nUse of Microsoft trademarks or logos in modified versions of this project must not cause confusion or imply Microsoft sponsorship.\nAny use of third-party trademarks or logos are subject to those third-party's policies.\n\n## License\n\nThis project is licensed under the [MIT License](LICENSE).\n\n## Code of Conduct\n\nThis project has adopted the [Microsoft Open Source Code of Conduct](https://opensource.microsoft.com/codeofconduct/).\nFor more information see the [Code of Conduct FAQ](https://opensource.microsoft.com/codeofconduct/faq/) or contact [opencode@microsoft.com](mailto:opencode@microsoft.com) with any additional questions or comments.\n",
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