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Use the Dataverse plugin with AI coding agents (preview)

[This article is prerelease documentation and is subject to change.]

Use the Microsoft Dataverse plugin in your coding agent to build, query, and manage Dataverse solutions.

Important

  • This is a preview feature.
  • Preview offerings are provided as-is and may be modified or discontinued at any time. For consumption-based services, usage of underlying application services may continue to incur license fees during the preview period.
  • Preview features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

For an overview of the plugin and its development workflows, see Microsoft Dataverse plugin for AI agents.

Prerequisites

You need:

  • A Dataverse environment available through Power Apps, Dynamics 365, or another applicable Power Platform plan. For a nonproduction environment, use a sandbox or managed developer environment.
  • A user account with access to the environment and the privileges required for the operations you request.
  • A supported agent: GitHub Copilot, Claude Code, Cursor, OpenAI Codex and ChatGPT, Gemini CLI, or Google Antigravity. Any other agent that reads local skills can also use them.
  • Permission to install or run any required local tools.

The dv-connect skill checks the local toolchain and guides installation or configuration when needed. Depending on the requested operations, the toolchain can include Git, Node.js, Python 3, .NET SDK, Azure CLI, Power Platform CLI, the Dataverse CLI, and the Dataverse SDK for Python.

Dataverse MCP access also requires tenant administrator consent and per-environment client allowlisting. The connection flow identifies these requirements and provides the appropriate instructions, but doesn't bypass administrator approval. See Coding-agent authentication and authorization.

Install the plugin

Install the plugin for your coding agent.

GitHub Copilot

/plugin install dataverse@awesome-copilot

Claude Code

/plugin install dataverse@claude-plugins-official

You can also run /plugin, open Discover, and search for dataverse.

Cursor

In agent chat, enter:

/add-plugin dataverse

Alternatively, in Cursor, go to Settings > Plugins, search for Dataverse, open Microsoft Dataverse, and select Add to Cursor.

Codex

In the Codex app:

  1. Open Plugins > Add marketplace.
  2. For Source, enter https://github.com/microsoft/Dataverse-skills.git.
  3. Leave Git ref and Sparse paths empty, and then add the marketplace.
  4. Open the dataverse-skills marketplace and install the dataverse plugin.

For the Codex CLI, add the marketplace:

codex plugin marketplace add microsoft/Dataverse-skills

Then open /plugins and install dataverse.

You can also search for Microsoft Dataverse in the OpenAI plugin directory in Codex or ChatGPT, or run this command in the Codex CLI:

codex plugin add dataverse@openai-curated

Gemini CLI

Install the extension and configure your Dataverse environment URL:

gemini extensions install https://github.com/microsoft/Dataverse-skills --skip-settings
gemini extensions config dataverse DATAVERSE_URL --scope workspace

Enter the Dataverse environment URL when prompted.

Google Antigravity

Install the plugin from the Dataverse skills repository:

agy plugin install https://github.com/microsoft/Dataverse-skills/tree/main/.github/plugins/dataverse

Other agents

For any other agent that reads local skills, install every Dataverse skill with one command:

npx skills add microsoft/Dataverse-skills -s "*"

Connect to Dataverse

After installation, ask your coding agent:

Connect to my Dataverse environment.

The dv-connect skill:

  1. Checks whether the workspace is already configured.
  2. Verifies the required tools and installs or updates them when supported.
  3. Discovers the environments available to your account and asks you to select one.
  4. Configures Dataverse CLI and Power Platform CLI authentication.
  5. Creates local workspace configuration and excludes credentials and generated artifacts from source control.
  6. Configures the Dataverse MCP server for the coding agent.
  7. Verifies the connection.

On hosts that can't run local CLIs or persist their credentials, the skill uses its Python SDK setup path rather than claiming that MCP is configured.

Some coding agents must be restarted after MCP registration before MCP tools become available. Follow the instructions provided by the connection flow.

To verify the connection after restarting, ask:

List the tables in my Dataverse environment.

Example prompts

Describe the task and relevant constraints. You don't normally need to identify a skill or tool.

  • "Show me my open opportunities over $100,000 that close this quarter."
  • "Import this CSV into the contacts table. Use an alternate key so I can safely run the import again."
  • "Create a customer feedback table with name, rating, and comment columns in the CustomerService solution."
  • "Create 500 ticket records efficiently in the new_ticket table. Each ticket needs a unique title and a priority value."
  • "Export the CustomerService solution from development, unpack it into the repository, and validate the components."
  • "Show me the audit settings for this environment."
  • "Assign the Basic User role to user@contoso.com in the development environment."

Include the target environment, solution, expected volume, and safety constraints when they're important. The agent should still confirm the environment before making the first change in a session.

Tool selection

The agent selects a tool based on the operation, data volume, and capabilities of the host.

Tool Typical use
Dataverse MCP server Interactive queries, schema discovery, and small record or metadata operations
Dataverse CLI Authentication, headless data operations, API discovery and invocation, and the local MCP proxy
Dataverse SDK for Python Scripted schema operations, bulk data operations, paging, transformations, and analytics
Power Platform CLI Solution application lifecycle management (ALM), environment operations, and role assignment
Dataverse Web API Operations that aren't available through a managed tool

For skill details, see the plugin reference. For authentication, confirmation rules, and high-impact operations, see Security and governance.

Related content

The author created this article with assistance from AI.

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