Microsoft Dataverse
Agent skills for building on, analyzing, and managing Microsoft Dataverse — with Dataverse MCP, PAC CLI, and Python SDK.
Skills (9)
Claude uses these on its own when your request matches.
- dv-adminEnvironment-level Dataverse administration — bulk delete, retention/archival, organization settings, OrgDB settings, recycle bin, audit, and the 37 allowlisted PPAC toggles. Use when the user wants to clean up data at scale, configure audit, change environment settings, manage…
- dv-connectOne-step setup and connection diagnostics for a Dataverse environment — installs tools, authenticates, registers MCP, writes `.env`, and verifies active profiles and linked ERP endpoints. Use when starting a new project, switching environments, fixing authentication,…
- dv-dataRecord-level CRUD and bulk operations — create, update, delete, upsert, CSV import, multi-table foreign-key loads, AI-generated sample data. Use when the user wants to write, modify, seed, or import data records into Dataverse tables, or plan or perform Finance and Operations…
- dv-metadataDataverse schema authoring and inspection — tables, columns, relationships, forms, and views. Use when the user wants to define, evolve, or inspect the data model — add a column, create a table, set up a lookup, customize a form, build a view, or list existing columns and…
- dv-overviewFoundational cross-cutting context for Dataverse / Power Platform work — scope and the skill map, the tool-capability reference, the safety rules, and the safe change lifecycle. Use when the user mentions Dataverse, Dynamics 365, Power Platform, CRM, or ERP; load this first for…
- dv-queryBulk reads, multi-page iteration, and analytics over Dataverse data. Use when the user wants to read, list, filter, aggregate, group, join, or analyze records — including pandas DataFrame workflows and notebook exploration. Also covers ERP (Finance and Operations / F&O)…
- dv-securitySecurity-role assignment, user access, application users, business units, and admin self-elevation in Dataverse environments. Use when the user wants to give someone access, grant a role, become an admin, or add a service principal.
- dv-solutionDataverse solution lifecycle — create, export, import, promote across environments, and validate deployments. Use when the user wants to package customizations, deploy to another environment, or move work between dev / test / prod.
- erp-xppX++ code development lifecycle for Finance and Operations — scaffold models, author classes, custom services/APIs, and data entities, install matching SDKs, compile deployable packages, deploy packages, synchronize databases, and verify deployed artifacts. Use when the user…
Install
Run in your terminal
claude plugin install dataverse@claude-plugins-officialClaude Code already includes the claude-plugins-official marketplace, so this installs directly. Start a new Claude Code session to use it.
Already in a Claude Code session?
Install
/plugin install dataverse@claude-plugins-officialPublished in Anthropic's claude-plugins-official marketplace (anthropics/claude-plugins-official).
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