mcp-consultant-tools 0.4.6 → 2.0.0

package/README.md

@@ -37,6 +37,41 @@ npx mcp-consultant-tools
 
 This is an MCP server designed to work with MCP-compatible clients like Claude Desktop, Cursor, or Claude Code (VS Code extension).
 
+### Quick Start: VS Code (Claude Code) Configuration
+
+For VS Code with Claude Code extension, create a `.vscode/mcp.json` file in your repository:
+
+```json
+{
+  "servers": {
+    "mcp-consultant-tools": {
+      "command": "npx",
+      "args": ["-y", "mcp-consultant-tools"],
+      "env": {
+        "POWERPLATFORM_URL": "https://yourenvironment.crm.dynamics.com",
+        "POWERPLATFORM_CLIENT_ID": "your-azure-app-client-id",
+        "POWERPLATFORM_CLIENT_SECRET": "your-azure-app-client-secret",
+        "POWERPLATFORM_TENANT_ID": "your-azure-tenant-id",
+        "AZUREDEVOPS_ORGANIZATION": "your-organization-name",
+        "AZUREDEVOPS_PAT": "your-personal-access-token",
+        "AZUREDEVOPS_PROJECTS": "Project1,Project2",
+        "AZUREDEVOPS_API_VERSION": "7.1",
+        "AZUREDEVOPS_ENABLE_WORK_ITEM_WRITE": "true",
+        "AZUREDEVOPS_ENABLE_WORK_ITEM_DELETE": "false",
+        "AZUREDEVOPS_ENABLE_WIKI_WRITE": "false"
+      }
+    }
+  }
+}
+```
+
+**After configuration:**
+1. Save the `.vscode/mcp.json` file
+2. Reload VS Code window
+3. The MCP server will be available in Claude Code
+
+**Note:** You can omit PowerPlatform or Azure DevOps credentials if you only need one integration (see Environment Variables Reference below).
+
 ### Quick Start: Claude Desktop Configuration
 
 Add this to your Claude Desktop config file at `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS) or `%APPDATA%\Claude\claude_desktop_config.json` (Windows):
@@ -97,7 +132,12 @@ For local development and testing, you can run the server directly from your clo
 
 ### Environment Variables Reference
 
-**PowerPlatform/Dataverse (Required):**
+**Note:** Both PowerPlatform and Azure DevOps integrations are optional. You can configure only the services you need:
+- PowerPlatform only: Set `POWERPLATFORM_*` variables
+- Azure DevOps only: Set `AZUREDEVOPS_*` variables
+- Both: Set all variables
+
+**PowerPlatform/Dataverse (Optional):**
 - `POWERPLATFORM_URL`: Your PowerPlatform environment URL
 - `POWERPLATFORM_CLIENT_ID`: Azure AD app registration client ID
 - `POWERPLATFORM_CLIENT_SECRET`: Azure AD app registration client secret
@@ -131,7 +171,6 @@ Once configured, the MCP server will expose tools for retrieving PowerPlatform e
 - `get-global-option-set`: Get a global option set definition
 - `get-record`: Get a specific record by entity name and ID
 - `query-records`: Query records using an OData filter expression
-- `use-powerplatform-prompt`: Use pre-defined prompt templates for PowerPlatform entities
 
 #### Plugin Registration & Validation Tools
 - `get-plugin-assemblies`: List all plugin assemblies in the environment
@@ -141,151 +180,29 @@ Once configured, the MCP server will expose tools for retrieving PowerPlatform e
 
 ## MCP Prompts
 
-The server includes a prompts feature that provides formatted, context-rich information about PowerPlatform entities.
+The server includes MCP prompts that provide formatted, context-rich information.
 
-### Available Prompt Types
+### Available Prompts
 
 #### Entity Prompts
-The `use-powerplatform-prompt` tool supports the following prompt types:
-
-1. **ENTITY_OVERVIEW**: Comprehensive overview of an entity
-2. **ATTRIBUTE_DETAILS**: Detailed information about a specific entity attribute
-3. **QUERY_TEMPLATE**: OData query template for an entity with example filters
-4. **RELATIONSHIP_MAP**: Visual map of entity relationships
+1. **entity-overview**: Comprehensive overview of a PowerPlatform entity
+2. **attribute-details**: Detailed information about a specific entity attribute
+3. **query-template**: OData query template for an entity with example filters
+4. **relationship-map**: Visual map of entity relationships
 
 #### Plugin Prompts
 5. **plugin-deployment-report**: Generate a comprehensive deployment report for a plugin assembly with validation warnings
 6. **entity-plugin-pipeline-report**: Generate a visual execution pipeline showing all plugins for an entity in order
 
-### Examples
-
-#### Entity Overview Prompt
-
-```javascript
-// Example client code
-await mcpClient.invoke("use-powerplatform-prompt", {
-  promptType: "ENTITY_OVERVIEW",
-  entityName: "account"
-});
-```
-
-**Output:**
-```
-## Power Platform Entity: account
-
-This is an overview of the 'account' entity in Microsoft Power Platform/Dataverse:
+#### Workflow & Flow Prompts
+7. **flows-report**: Comprehensive report of all Power Automate flows
+8. **workflows-report**: Comprehensive report of all classic Dynamics workflows
 
-### Entity Details
-- Display Name: Account
-- Schema Name: Account
-- Description: Business that represents a customer or potential customer
-- Primary Key: accountid
-- Primary Name: name
-
-### Key Attributes
-- name: String (Account Name)
-- emailaddress1: String (Email)
-- telephone1: String (Main Phone)
-- address1_city: String (City)
-- statecode: Status (Status)
-- accountnumber: String (Account Number)
-- industrycode: OptionSetValue (Industry)
-- revenue: Money (Annual Revenue)
-- ownerid: Owner (Owner)
-- createdon: DateTime (Created On)
-
-### Relationships
-- One-to-Many Relationships: 42
-- Many-to-Many Relationships: 8
-
-You can query this entity using OData filters against the plural name.
-```
-
-#### Attribute Details Prompt
-
-```javascript
-await mcpClient.invoke("use-powerplatform-prompt", {
-  promptType: "ATTRIBUTE_DETAILS",
-  entityName: "account",
-  attributeName: "revenue"
-});
-```
-
-**Output:**
-```
-## Attribute: revenue
-
-Details for the 'revenue' attribute of the 'account' entity:
-
-- Display Name: Annual Revenue
-- Description: Annual revenue for the account
-- Type: Money
-- Format: Currency
-- Is Required: No
-- Is Searchable: true
-
-### Usage Notes
-- Data Type: Money
-- Required: No
-- Max Length: N/A
-```
-
-#### Query Template Prompt
-
-```javascript
-await mcpClient.invoke("use-powerplatform-prompt", {
-  promptType: "QUERY_TEMPLATE",
-  entityName: "account"
-});
-```
-
-**Output:**
-```
-## OData Query Template for accounts
-
-Use this template to build queries against the accounts entity:
-accounts?$select=name,emailaddress1,telephone1, address1_city,statecode&$filter=name eq 'Example'&$orderby=name asc&$top=50
-```
-
-### Common Filter Examples
-- Equals: `name eq 'Contoso'`
-- Contains: `contains(name, 'Contoso')`
-- Greater than date: `createdon gt 2023-01-01T00:00:00Z`
-- Multiple conditions: `name eq 'Contoso' and statecode eq 0`
-```
-
-#### Relationship Map Prompt
-
-```javascript
-await mcpClient.invoke("use-powerplatform-prompt", {
-  promptType: "RELATIONSHIP_MAP",
-  entityName: "contact"
-});
-```
-
-**Output:**
-```
-## Relationship Map for contact
-
-This shows all relationships for the 'contact' entity:
-
-### One-to-Many Relationships (contact as Primary)
-- contact_activity_parties: contact (1) → activityparty (N)
-- contact_connections1: contact (1) → connection (N)
-- contact_connections2: contact (1) → connection (N)
-- contact_customer_contacts: contact (1) → contact (N)
-- contact_master_contact: contact (1) → contact (N)
-
-### One-to-Many Relationships (contact as Related)
-- account_primary_contact: account (1) → contact (N)
-- customer_contacts: customer (1) → contact (N)
-- system_user_contacts: systemuser (1) → contact (N)
-
-### Many-to-Many Relationships
-- contactleads_association: contact (N) ↔ lead (N)
-- contactopportunities_association: contact (N) ↔ opportunity (N)
-- contactquotes_association: contact (N) ↔ quote (N)
-```
+#### Azure DevOps Prompts
+9. **wiki-search-results**: Search Azure DevOps wiki pages with formatted results
+10. **wiki-page-content**: Get a formatted wiki page with navigation context
+11. **work-item-summary**: Get a comprehensive summary of a work item with comments
+12. **work-items-query-report**: Execute a WIQL query and get formatted results
 
 ## Prompt Examples
 
@@ -963,6 +880,49 @@ AZUREDEVOPS_ENABLE_WIKI_WRITE=true
 # PAT with: vso.wiki (read/write), vso.work_write (read/write), vso.search (read)
 ```
 
+## Development & Release Strategy
+
+This project follows a structured branching strategy for development and releases:
+
+### Branch Strategy
+
+- **`feature/*` branches**: For active development of new features
+  - Create feature branches off `main`
+  - Develop and test changes locally
+  - Do NOT publish to npm from feature branches
+
+- **`release/*` branches**: For testing versions before release
+  - Used to test and validate changes before merging to main
+  - Do NOT publish to npm from release branches
+  - Example: `release/1.0`, `release/2.0`
+
+- **`main` branch**: Production-ready code
+  - **ONLY** publish to npm when main branch is updated
+  - Merge feature/release branches to main when ready
+  - Publishing workflow:
+    1. Merge changes to `main`
+    2. Update version: `npm version patch|minor|major`
+    3. Publish: `npm publish`
+    4. Push to GitHub: `git push && git push --tags`
+
+### Local Development Setup
+
+For local testing during development (feature/release branches):
+
+```json
+{
+  "mcpServers": {
+    "mcp-consultant-tools-dev": {
+      "command": "node",
+      "args": ["/absolute/path/to/mcp-consultant-tools/build/index.js"],
+      "env": { ... }
+    }
+  }
+}
+```
+
+This allows you to test changes locally without publishing to npm.
+
 ## License
 
 MIT

package/build/index.js

@@ -1183,155 +1183,6 @@ server.tool("query-records", "Query records using an OData filter expression", {
         };
     }
 });
-// PowerPlatform MCP Prompts
-server.tool("use-powerplatform-prompt", "Use a predefined prompt template for PowerPlatform entities", {
-    promptType: z.enum([
-        "ENTITY_OVERVIEW",
-        "ATTRIBUTE_DETAILS",
-        "QUERY_TEMPLATE",
-        "RELATIONSHIP_MAP"
-    ]).describe("The type of prompt template to use"),
-    entityName: z.string().describe("The logical name of the entity"),
-    attributeName: z.string().optional().describe("The logical name of the attribute (required for ATTRIBUTE_DETAILS prompt)"),
-}, async ({ promptType, entityName, attributeName }) => {
-    try {
-        // Get or initialize PowerPlatformService
-        const service = getPowerPlatformService();
-        let promptContent = "";
-        let replacements = {};
-        switch (promptType) {
-            case "ENTITY_OVERVIEW": {
-                // Get entity metadata and key attributes
-                const [metadata, attributes] = await Promise.all([
-                    service.getEntityMetadata(entityName),
-                    service.getEntityAttributes(entityName)
-                ]);
-                // Format entity details
-                const entityDetails = `- Display Name: ${metadata.DisplayName?.UserLocalizedLabel?.Label || entityName}\n` +
-                    `- Schema Name: ${metadata.SchemaName}\n` +
-                    `- Description: ${metadata.Description?.UserLocalizedLabel?.Label || 'No description'}\n` +
-                    `- Primary Key: ${metadata.PrimaryIdAttribute}\n` +
-                    `- Primary Name: ${metadata.PrimaryNameAttribute}`;
-                // Get key attributes
-                const keyAttributes = attributes.value
-                    //.slice(0, 10) // Limit to first 10 important attributes
-                    .map((attr) => {
-                    const attrType = attr["@odata.type"] || attr.odata?.type || "Unknown type";
-                    return `- ${attr.LogicalName}: ${attrType}`;
-                })
-                    .join('\n');
-                // Get relationships summary
-                const relationships = await service.getEntityRelationships(entityName);
-                const oneToManyCount = relationships.oneToMany.value.length;
-                const manyToManyCount = relationships.manyToMany.value.length;
-                const relationshipsSummary = `- One-to-Many Relationships: ${oneToManyCount}\n` +
-                    `- Many-to-Many Relationships: ${manyToManyCount}`;
-                promptContent = powerPlatformPrompts.ENTITY_OVERVIEW(entityName);
-                replacements = {
-                    '{{entity_details}}': entityDetails,
-                    '{{key_attributes}}': keyAttributes,
-                    '{{relationships}}': relationshipsSummary
-                };
-                break;
-            }
-            case "ATTRIBUTE_DETAILS": {
-                if (!attributeName) {
-                    throw new Error("attributeName is required for ATTRIBUTE_DETAILS prompt");
-                }
-                // Get attribute details
-                const attribute = await service.getEntityAttribute(entityName, attributeName);
-                // Format attribute details
-                const attrDetails = `- Display Name: ${attribute.DisplayName?.UserLocalizedLabel?.Label || attributeName}\n` +
-                    `- Description: ${attribute.Description?.UserLocalizedLabel?.Label || 'No description'}\n` +
-                    `- Type: ${attribute.AttributeType}\n` +
-                    `- Format: ${attribute.Format || 'N/A'}\n` +
-                    `- Is Required: ${attribute.RequiredLevel?.Value || 'No'}\n` +
-                    `- Is Searchable: ${attribute.IsValidForAdvancedFind || false}`;
-                promptContent = powerPlatformPrompts.ATTRIBUTE_DETAILS(entityName, attributeName);
-                replacements = {
-                    '{{attribute_details}}': attrDetails,
-                    '{{data_type}}': attribute.AttributeType,
-                    '{{required}}': attribute.RequiredLevel?.Value || 'No',
-                    '{{max_length}}': attribute.MaxLength || 'N/A'
-                };
-                break;
-            }
-            case "QUERY_TEMPLATE": {
-                // Get entity metadata to determine plural name
-                const metadata = await service.getEntityMetadata(entityName);
-                const entityNamePlural = metadata.EntitySetName;
-                // Get a few important fields for the select example
-                const attributes = await service.getEntityAttributes(entityName);
-                const selectFields = attributes.value
-                    .slice(0, 5) // Just take first 5 for example
-                    .map((attr) => attr.LogicalName)
-                    .join(',');
-                promptContent = powerPlatformPrompts.QUERY_TEMPLATE(entityNamePlural);
-                replacements = {
-                    '{{selected_fields}}': selectFields,
-                    '{{filter_conditions}}': `${metadata.PrimaryNameAttribute} eq 'Example'`,
-                    '{{order_by}}': `${metadata.PrimaryNameAttribute} asc`,
-                    '{{max_records}}': '50'
-                };
-                break;
-            }
-            case "RELATIONSHIP_MAP": {
-                // Get relationships
-                const relationships = await service.getEntityRelationships(entityName);
-                // Format one-to-many relationships where this entity is primary
-                const oneToManyPrimary = relationships.oneToMany.value
-                    .filter((rel) => rel.ReferencingEntity !== entityName)
-                    //.slice(0, 10) // Limit to 10 for readability
-                    .map((rel) => `- ${rel.SchemaName}: ${entityName} (1) → ${rel.ReferencingEntity} (N)`)
-                    .join('\n');
-                // Format one-to-many relationships where this entity is related
-                const oneToManyRelated = relationships.oneToMany.value
-                    .filter((rel) => rel.ReferencingEntity === entityName)
-                    //.slice(0, 10) // Limit to 10 for readability
-                    .map((rel) => `- ${rel.SchemaName}: ${rel.ReferencedEntity} (1) → ${entityName} (N)`)
-                    .join('\n');
-                // Format many-to-many relationships
-                const manyToMany = relationships.manyToMany.value
-                    //.slice(0, 10) // Limit to 10 for readability
-                    .map((rel) => {
-                    const otherEntity = rel.Entity1LogicalName === entityName ? rel.Entity2LogicalName : rel.Entity1LogicalName;
-                    return `- ${rel.SchemaName}: ${entityName} (N) ↔ ${otherEntity} (N)`;
-                })
-                    .join('\n');
-                promptContent = powerPlatformPrompts.RELATIONSHIP_MAP(entityName);
-                replacements = {
-                    '{{one_to_many_primary}}': oneToManyPrimary || 'None found',
-                    '{{one_to_many_related}}': oneToManyRelated || 'None found',
-                    '{{many_to_many}}': manyToMany || 'None found'
-                };
-                break;
-            }
-        }
-        // Replace all placeholders in the template
-        for (const [placeholder, value] of Object.entries(replacements)) {
-            promptContent = promptContent.replace(placeholder, value);
-        }
-        return {
-            content: [
-                {
-                    type: "text",
-                    text: promptContent,
-                },
-            ],
-        };
-    }
-    catch (error) {
-        console.error("Error using PowerPlatform prompt:", error);
-        return {
-            content: [
-                {
-                    type: "text",
-                    text: `Failed to use PowerPlatform prompt: ${error.message}`,
-                },
-            ],
-        };
-    }
-});
 // Plugin Assemblies List Tool
 server.tool("get-plugin-assemblies", "Get a list of all plugin assemblies in the environment", {
     includeManaged: z.boolean().optional().describe("Include managed assemblies (default: false)"),
@@ -1911,7 +1762,11 @@ server.tool("add-work-item-comment", "Add a comment to a work item in Azure DevO
 server.tool("update-work-item", "Update a work item in Azure DevOps using JSON Patch operations (requires AZUREDEVOPS_ENABLE_WORK_ITEM_WRITE=true)", {
     project: z.string().describe("The project name"),
     workItemId: z.number().describe("The work item ID"),
-    patchOperations: z.array(z.any()).describe("Array of JSON Patch operations (e.g., [{\"op\": \"add\", \"path\": \"/fields/System.State\", \"value\": \"Resolved\"}])"),
+    patchOperations: z.array(z.object({
+        op: z.string().describe("The operation type (e.g., 'add', 'replace', 'remove')"),
+        path: z.string().describe("The field path (e.g., '/fields/System.State')"),
+        value: z.any().optional().describe("The value to set (not required for 'remove' operation)")
+    })).describe("Array of JSON Patch operations"),
 }, async ({ project, workItemId, patchOperations }) => {
     try {
         const service = getAzureDevOpsService();

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "mcp-consultant-tools",
-  "version": "0.4.6",
+  "version": "2.0.0",
   "description": "Dynamics CRM Consultant MCP Server",
   "main": "build/index.js",
   "bin": {