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Agent configuration capabilities

Note

  • The tools and examples in this documentation illustrate current capabilities. Tool names, descriptions, parameters, response formats, and available functionality can change over time.
  • When you build agents, integrations, or orchestration logic, don't hard-code dependencies on specific tool names, parameter structures, tool metadata, or response schemas. Instead, design your solution to discover and use available tools at runtime.
  • As the platform evolves, Microsoft might add, remove, rename, or modify tools and tool metadata. Designing against capabilities rather than specific tool identifiers helps maintain compatibility across service updates.

Use this capability to find out what configuration options are available to you and whether you have permission to customize agent layouts.

What it does

The assistant checks what types of agent customizations are supported in your environment and what level of access you have. It tells you whether you can configure organization-wide layouts (admin), profile-specific layouts, or personal preferences. This helps you understand what's possible before you start customizing.

Try prompts like

  • What can I configure?
  • What agent configuration options are available?
  • Do I have permission to customize layouts?
  • What types of customizations are supported?
  • Show me my configuration capabilities.

What you'll see in chat

The assistant responds with a text summary listing:

  • Supported configuration types (grids, forms, timelines, picklists, lookups, resolution).
  • Your access level (whether you can make organization-wide changes, profile changes, or only personal preferences).

Helpful tips

  • If you're not sure whether you have admin permissions, ask this question first.
  • Personal preferences are available to all users. organization-level and profile-level configurations require admin permissions.
  • After checking capabilities, say "help me set up" or "what can I configure?" to get guided through the options.

What happens next

After learning your capabilities:

  • Help me set up the case grid (guided configuration).
  • What can I configure for cases? (browse options).
  • Save my preferred columns (personal preference).
  • Show organization-level configurations (admin view).

Does this change data?

No, this doesn't change data.

Prerequisites

This tool is available on the Dynamics 365 Customer Service MCP server. See the availability note at the top of this page for details. No additional configuration is required.

Tool summary

Property Value
User-facing name Agent configuration capabilities
Internal tool name get_agent_config_capabilities
Purpose Returns which agent configuration types are supported and the full list of available override tools

Tool behavior

Returns which agent configuration types are supported and the full list of available override tools. Call this first to discover what customizations are available for grids, forms, timelines, and picklists before attempting to save or modify configurations. Individual tool access is gated by Dataverse privileges through TOOL_PRIVILEGE_MAP at call time.

Annotations

Annotation Value Meaning
readOnlyHint true This tool doesn't modify data.
destructiveHint Not set Not applicable (read-only tool).
idempotentHint Not set Not applicable (read-only tool).
openWorldHint Not set Uses default.

Input concepts

This tool takes no input parameters.

Response and UI behavior

Response type

Text-only

No interactive component is rendered. Returns structured JSON listing supported configuration types (grid, form, form-section, form-select, form-type, timeline, lookup, picklist, resolution) and the full list of available override tools. Privilege gating for individual tools is handled by TOOL_PRIVILEGE_MAP at call time, not by this discovery tool.

Routing notes

Use get_agent_config_capabilities as a discovery step before any configuration workflow. It tells the model which save/list tools are available to the current user.

  • If the user asks "what can I configure?" or "help me set up", call this tool first, then route to browse_agent_config_options for guided setup.
  • If the user asks to directly save a config without prior context, still call this tool first to verify permissions.
Tool Relationship
browse_agent_config_options Interactive multi-turn guide to configuration options
list_agent_configs Lists existing organization-level configurations
save_agent_config Creates or updates organization-level configurations
list_user_prefs Lists personal layout preferences

Data mutation classification

Read-only.

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