🚀 Greg.Xrm.Mcp

A Comprehensive Framework for Building Model Context Protocol (MCP) Servers for Microsoft Dataverse

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👁️ Vision

Transform your Dataverse development experience with AI-powered tools that understand your business context. Greg.Xrm.Mcp is a foundational framework designed to revolutionize how developers interact with Microsoft Dataverse through intelligent MCP-enabled AI assistants (VS Code Copilot MCP extension, Claude Desktop, and other MCP clients).

▶️ Check-out this video showcasing the tool in action.

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🏗️ Framework Architecture

At its core, Greg.Xrm.Mcp provides a robust foundation for building specialized MCP servers that seamlessly integrate with Dataverse ecosystems:

Greg.Xrm.Mcp.Core - The Foundation

• 🔐 Unified Authentication: Standardized Dataverse connection and token management
• 🔧 Common Services: Reusable components for metadata, queries, and operations
• 🔌 MCP Integration: Built-in Model Context Protocol server capabilities (stdio-based and sse-based)
• 🛡️ Error Handling: Comprehensive error management and structured logging
• ⚡ Performance: Optimized for real-time AI assistant interactions

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✅ Current Capabilities (AppMaker Server)

The flagship implementation Greg.Xrm.Mcp.AppMaker currently offers:

• 🛠️ Tools
  • 📦 Dataverse Metadata Access:
    • 📂 List all tables in a given environment
    • 📂 List all columns of a given table
  • 📦 System Form Manipulation:
    • 📂 Form Inventory: List all forms for a Dataverse table (formatted text or JSON)
    • 🧬 Form Definition Retrieval: Fetch form definition (XML or JSON) with metadata
    • 🧹 Form Updater: Updates the structure of a form using AI-generated layout (LLM-assisted, non-deterministic)
    • ✅ FormXML Validation: Validate FormXML structure and report issues
  • 📦 Saved Query (view) Management:
    • 📂 Saved Query Inventory: List all saved queries for a table (formatted text or JSON)
    • 🧬 Saved Query Definition Retrieval: Fetch saved query definition (both FetchXML and LayoutXML)
    • 🧹 Saved Query Updater: Updates the structure of a view using AI-generated layout and filters (LLM-assisted, non-deterministic)
    • 🧹 Saved Query Maker: Creates new views using AI-generated layout and filters (LLM-assisted, non-deterministic)
    • 📝 Saved Query Renamer: Allows to change the name of an existing view
  • 📦 AppModules and Sitemaps
    • 🧭 App Module Inventory: Enumerate all model-driven apps with version, managed status, default flag, configuration XML, and associated security roles
    • ➕ Add/Remove App Components: Adds or removes table definitions from an app.
    • 🧹 Create new AppModules: Creates new Apps, with tables and sitemap.
    • ✅ AppModule Validation: Validate the structure and contents of given AppModule and report issues
    • 🧬 Sitemap Definition Retrieval: retrieves the XML defining the structure of a given app Sitemap
    • 🧹 Sitemap Updater: Updates the structure of a form using AI-generated layout (LLM-assisted, non-deterministic)
• 📄 Resources
  • docs://instructions_for_formxml: Instructions to be aware of when manipulating Dataverse FormXml
  • schema://formxml: Returns a set of Xml schemas defining the structure of Dataverse forms.
  • schema://layoutxml: Returns the XML schema describing the structure of Dataverse views in terms of columns.
  • schema://fetchxml: Returns the XML schema of the query that runs Dataverse views.
  • schema://sitemapxml: Returns a set of Xml schemas defining the structure of Dataverse sitemap (navigation bar), and instructions on how to properly generate a SiteMap XML document.

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🔌 MCP Usage

The server runs as a Model Context Protocol (stdio) endpoint. You can connect via:

• VS Code (GitHub Copilot MCP extension)
• Claude Desktop (custom MCP server config)

Installation

dotnet tool install --global Greg.Xrm.Mcp.AppMaker

VS Code (.vscode/mcp.json snippet)

{
    "servers": {
        "AppMaker": {
            "command": "Greg.Xrm.Mcp.AppMaker",
            "args": [
                "--dataverseUrl",
                "https://yourorg.crm.dynamics.com"
            ],
            "cwd": "${workspaceFolder}"
        }
    }
}

Claude Desktop (config fragment)

{
    "mcpServers": {
        "AppMaker": {
            "command": "Greg.Xrm.Mcp.AppMaker",
            "args": [
                "--dataverseUrl",
                "https://yourorg.crm.dynamics.com"
            ],
        }
    }
}

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🔐 Authentication

The tool uses OAuth authentication to connect to Dataverse. You can simply provide your Dataverse URL as a command-line argument, as described above. The tool will then prompt you to authenticate via a browser window. The authentication is managed by official Microsoft.PowerPlatform.Dataverse.Client library. Authentication tokens are cached locally for reuse.

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🤝 Contributing

We welcome contributions:

• 🐛 Bug reports & feature requests
• 🧩 New specialized MCP servers
• 📖 Documentation improvements
• 🛠️ Core enhancements / performance tuning

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🏷️ License

This project is licensed under the terms specified in the LICENSE file.

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🏳️ Important Disclaimer 🏳️

• The toolset is in preview and provided as-is.
• Always export / backup solutions before applying modifications.
• LLM-assisted operations (form editing/cleanup) are inherently non-deterministic.
• Read-only tools (listing & inspection) are safe for production observation.
• The author is not responsible for misuse leading to unintended customization changes.

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Made with ❤️ for the Power Platform community.