Dataverse Skills

Build, query, and manage Microsoft Dataverse 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.

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.
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.
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

Quick install — any agent, incl. JetBrains (npx)

One command installs all Dataverse skills and lets you choose which agent(s) to add them to:

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

• -s "*" installs every Dataverse skill (skips the per-skill prompt).
• You'll be prompted to pick which agent(s) to install into (Codex, GitHub Copilot, Claude Code, Cursor, …).
• Add -g to install globally so the skills are available in every project on your machine:

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

This is the recommended path for JetBrains IDEs (PyCharm, Rider) via Codex or Claude, and works with any agent that reads local skills. After installing, ask your agent to "Connect to Dataverse" — the dv-connect skill fetches the helper scripts and walks through authentication and MCP registration.

The per-marketplace installs below are alternatives for agents that have a dedicated plugin listing.

GitHub Copilot