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Microsoft Dataverse plugin for AI agents (preview)

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

The Microsoft Dataverse plugin for AI agents helps you develop and manage Dataverse solutions with an AI coding agent. You describe an outcome in natural language, and the agent selects skills and tools to help you achieve it. The open-source instructions are available in microsoft/Dataverse-skills.

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.

The plugin doesn't replace Dataverse development tools or platform security. It guides the agent's use of the Dataverse MCP server, Dataverse CLI, Python SDK, Power Platform CLI, and Web API.

Get started

Supported agents include:

Tasks the Dataverse plugin helps with

Use the skills to coordinate development tasks across the Dataverse toolchain.

Task Skill guidance
Plan work and choose tools dv-overview
Set up a workspace and authenticate dv-connect
Query and analyze records dv-query
Create, import, update, and seed records dv-data
Create and evolve tables, columns, relationships, forms, and views dv-metadata
Package and deploy solutions dv-solution
Assign access and verify role changes dv-security
Manage supported environment settings and data lifecycle operations dv-admin
Work with linked Finance and Operations developer environments erp-sql, erp-xpp

How the Dataverse plugin works

The agent loads an orientation skill first, then specialized skills based on your request. A single request can use several skills. For example, creating a recruiting data model, loading sample records, and packaging changes can combine schema, data, and solution guidance.

The agent selects from MCP, CLIs, and the Python SDK based on the operation, data volume, and tools available in your workspace. If an operation isn't available, the skills explain the limitation rather than inventing a tool or working around a control.

Safety and guardrails for the Dataverse plugin

Review the proposed action and validate its result.

  • By using interactive authentication, the agent signs in as you and can't exceed your permissions.
  • Dataverse enforces security on every request.
  • The agent confirms the target environment before making changes.
  • You preview or approve stateful actions before execution.

For service-principal authentication, MCP access controls, and high-impact operations, see Security and governance.

The author created this article with assistance from AI.