mcp-dataverse 0.1.0

package/dist/tools/metadata.tools.js

@@ -0,0 +1,200 @@
+import { z } from 'zod';
+export const metadataTools = [
+    {
+        name: 'dataverse_list_tables',
+        description: 'Lists all Dataverse tables. By default returns ONLY custom (non-system) tables. Set includeSystemTables=true to include all ~1700+ system tables.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                includeSystemTables: {
+                    type: 'boolean',
+                    description: 'Include system tables. Default false = custom tables only.',
+                },
+            },
+            required: [],
+        },
+    },
+    {
+        name: 'dataverse_get_table_metadata',
+        description: 'Returns full schema metadata for a Dataverse table: all attribute (column) logical names, display names, data types, required levels, and lookup target entities. Use this before writing queries or creating/updating records to confirm correct field names and types. Set includeAttributes=false if you only need table-level metadata without column details.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                logicalName: {
+                    type: 'string',
+                    description: 'The logical name of the table (e.g., "account", "contact", "new_mytable")',
+                },
+                includeAttributes: {
+                    type: 'boolean',
+                    description: 'Include attribute (column) definitions. Default: true',
+                },
+            },
+            required: ['logicalName'],
+        },
+    },
+    {
+        name: 'dataverse_get_relationships',
+        description: 'Returns all relationship definitions (1:N, N:1, N:N) for a Dataverse table, including relationship schema names, referenced/referencing entity names, and lookup attribute names. Use to determine the correct relationshipName for dataverse_associate/dataverse_disassociate, or to map lookup fields before building FetchXML joins. Use relationshipType to filter results.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                logicalName: {
+                    type: 'string',
+                    description: 'The logical name of the table',
+                },
+                relationshipType: {
+                    type: 'string',
+                    enum: ['OneToMany', 'ManyToOne', 'ManyToMany', 'All'],
+                    description: 'Filter by relationship type. Default: All',
+                },
+            },
+            required: ['logicalName'],
+        },
+    },
+    {
+        name: 'dataverse_list_global_option_sets',
+        description: 'Lists all global (shared) option sets defined in the Dataverse environment, returning their names and metadata IDs. Use this to discover available option sets before calling dataverse_get_option_set to retrieve their values. Prefer this over dataverse_get_table_metadata when you need to find option sets that are reused across multiple tables.',
+        inputSchema: {
+            type: 'object',
+            properties: {},
+            required: [],
+        },
+    },
+    {
+        name: 'dataverse_get_option_set',
+        description: 'Returns all option labels and their integer values for a named global option set. Use this to look up the numeric code for a picklist value before filtering records (e.g., statecode or statuscode equivalents), or to populate dropdowns with correct option values.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                name: {
+                    type: 'string',
+                    description: 'The name of the global option set',
+                },
+            },
+            required: ['name'],
+        },
+    },
+    {
+        name: 'dataverse_get_entity_key',
+        description: 'Returns all alternate key definitions for a Dataverse table. Useful before using dataverse_upsert to know which fields serve as alternate keys, their index status (Active/InProgress/Failed), and whether they are customizable.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                tableName: {
+                    type: 'string',
+                    description: 'Logical name of the table (e.g., "account", "contact")',
+                },
+            },
+            required: ['tableName'],
+        },
+    },
+    {
+        name: 'dataverse_get_attribute_option_set',
+        description: 'Returns all option labels and integer values for a table-specific attribute (Picklist, Status, or State field). Use to look up the numeric codes for a column\'s choices before filtering or updating records.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                entityLogicalName: {
+                    type: 'string',
+                    description: 'Logical name of the table (e.g., "account", "contact")',
+                },
+                attributeLogicalName: {
+                    type: 'string',
+                    description: 'Logical name of the attribute (e.g., "statuscode", "industrycode")',
+                },
+            },
+            required: ['entityLogicalName', 'attributeLogicalName'],
+        },
+    },
+];
+const GetTableMetadataInput = z.object({
+    logicalName: z.string().min(1),
+    includeAttributes: z.boolean().optional().default(true),
+});
+const GetRelationshipsInput = z.object({
+    logicalName: z.string().min(1),
+    relationshipType: z.enum(['OneToMany', 'ManyToOne', 'ManyToMany', 'All']).optional(),
+});
+const ListTablesInput = z.object({
+    includeSystemTables: z.boolean().default(false).optional().describe('Include system tables. Default false = custom tables only.'),
+});
+const GetOptionSetInput = z.object({
+    name: z.string().min(1),
+});
+const GetEntityKeyInput = z.object({
+    tableName: z.string().min(1).describe('Logical name of the table (e.g., "account", "contact")'),
+});
+const DV_NAME_RE = /^[a-z_][a-z0-9_]*$/;
+const GetAttributeOptionSetInput = z.object({
+    entityLogicalName: z.string().min(1).regex(DV_NAME_RE, 'Invalid Dataverse logical name'),
+    attributeLogicalName: z.string().min(1).regex(DV_NAME_RE, 'Invalid Dataverse logical name'),
+});
+export async function handleMetadataTool(name, args, client) {
+    switch (name) {
+        case 'dataverse_list_tables': {
+            const { includeSystemTables = false } = ListTablesInput.parse(args ?? {});
+            const customOnly = !includeSystemTables;
+            const result = await client.listTables(customOnly);
+            return { content: [{ type: 'text', text: JSON.stringify(result, null, 2) }] };
+        }
+        case 'dataverse_get_table_metadata': {
+            const { logicalName, includeAttributes } = GetTableMetadataInput.parse(args);
+            const result = await client.getTableMetadata(logicalName, includeAttributes);
+            return { content: [{ type: 'text', text: JSON.stringify(result, null, 2) }] };
+        }
+        case 'dataverse_get_relationships': {
+            const { logicalName, relationshipType } = GetRelationshipsInput.parse(args);
+            const rawRelationships = await client.getRelationships(logicalName);
+            const lname = logicalName.toLowerCase();
+            const oneToMany = rawRelationships.filter(r => r.RelationshipType === 'OneToManyRelationship' &&
+                r.ReferencedEntity?.toLowerCase() === lname);
+            const manyToOne = rawRelationships.filter(r => r.RelationshipType === 'OneToManyRelationship' &&
+                r.ReferencingEntity?.toLowerCase() === lname);
+            const manyToMany = rawRelationships.filter(r => r.RelationshipType === 'ManyToManyRelationship');
+            const includeAll = !relationshipType || relationshipType === 'All';
+            return {
+                content: [{
+                        type: 'text',
+                        text: JSON.stringify({
+                            tableName: logicalName,
+                            oneToMany: (includeAll || relationshipType === 'OneToMany') ? oneToMany : undefined,
+                            manyToOne: (includeAll || relationshipType === 'ManyToOne') ? manyToOne : undefined,
+                            manyToMany: (includeAll || relationshipType === 'ManyToMany') ? manyToMany : undefined,
+                        }, null, 2)
+                    }]
+            };
+        }
+        case 'dataverse_list_global_option_sets': {
+            const result = await client.listGlobalOptionSets();
+            return { content: [{ type: 'text', text: JSON.stringify(result, null, 2) }] };
+        }
+        case 'dataverse_get_option_set': {
+            const { name: optionSetName } = GetOptionSetInput.parse(args);
+            const result = await client.getOptionSet(optionSetName);
+            return { content: [{ type: 'text', text: JSON.stringify(result, null, 2) }] };
+        }
+        case 'dataverse_get_entity_key': {
+            const { tableName } = GetEntityKeyInput.parse(args);
+            const keys = await client.getEntityKeys(tableName);
+            return {
+                content: [{
+                        type: 'text',
+                        text: JSON.stringify({ tableName, keys, count: keys.length }, null, 2),
+                    }],
+            };
+        }
+        case 'dataverse_get_attribute_option_set': {
+            const { entityLogicalName, attributeLogicalName } = GetAttributeOptionSetInput.parse(args);
+            const result = await client.getAttributeOptionSet(entityLogicalName, attributeLogicalName);
+            return {
+                content: [{
+                        type: 'text',
+                        text: JSON.stringify(result, null, 2),
+                    }],
+            };
+        }
+        default:
+            throw new Error(`Unknown metadata tool: ${name}`);
+    }
+}
+//# sourceMappingURL=metadata.tools.js.map

package/dist/tools/metadata.tools.js.map

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package/dist/tools/org.tools.d.ts

@@ -0,0 +1,26 @@
+import type { DataverseAdvancedClient } from '../dataverse/dataverse-client-advanced.js';
+export declare const orgTools: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            top: {
+                type: string;
+                description: string;
+            };
+            includeDisabled: {
+                type: string;
+                description: string;
+            };
+        };
+        required: never[];
+    };
+}[];
+export declare function handleOrgTool(name: string, args: unknown, client: DataverseAdvancedClient): Promise<{
+    content: Array<{
+        type: 'text';
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=org.tools.d.ts.map

package/dist/tools/org.tools.d.ts.map

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package/dist/tools/org.tools.js

@@ -0,0 +1,57 @@
+import { z } from 'zod';
+const ListBusinessUnitsInput = z.object({
+    top: z.number().int().positive().max(200).optional().default(50),
+    includeDisabled: z.boolean().optional().default(false),
+});
+export const orgTools = [
+    {
+        name: 'dataverse_list_business_units',
+        description: 'Lists business units in the Dataverse environment. Returns name, ID, parent business unit ID, disabled status, and creation date. By default only active business units are returned.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                top: {
+                    type: 'number',
+                    description: 'Maximum number of results (default 50, max 200)',
+                },
+                includeDisabled: {
+                    type: 'boolean',
+                    description: 'Include disabled business units (default false)',
+                },
+            },
+            required: [],
+        },
+    },
+];
+export async function handleOrgTool(name, args, client) {
+    switch (name) {
+        case 'dataverse_list_business_units': {
+            const { top, includeDisabled } = ListBusinessUnitsInput.parse(args ?? {});
+            const filter = includeDisabled ? undefined : 'isdisabled eq false';
+            const result = await client.query('businessunits', {
+                select: ['businessunitid', 'name', 'parentbusinessunitid', 'isdisabled', 'createdon'],
+                ...(filter ? { filter } : {}),
+                orderby: 'name asc',
+                top,
+            });
+            const units = result.value.map(bu => ({
+                id: bu.businessunitid,
+                name: bu.name,
+                parentBusinessUnitId: bu.parentbusinessunitid ?? null,
+                isDisabled: bu.isdisabled,
+                createdOn: bu.createdon,
+            }));
+            return {
+                content: [
+                    {
+                        type: 'text',
+                        text: JSON.stringify({ businessUnits: units, count: units.length }, null, 2),
+                    },
+                ],
+            };
+        }
+        default:
+            throw new Error(`Unknown org tool: ${name}`);
+    }
+}
+//# sourceMappingURL=org.tools.js.map

package/dist/tools/org.tools.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"org.tools.js","sourceRoot":"","sources":["../../src/tools/org.tools.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAGxB,MAAM,sBAAsB,GAAG,CAAC,CAAC,MAAM,CAAC;IACtC,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,EAAE,CAAC,QAAQ,EAAE,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC,QAAQ,EAAE,CAAC,OAAO,CAAC,EAAE,CAAC;IAChE,eAAe,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,OAAO,CAAC,KAAK,CAAC;CACvD,CAAC,CAAC;AAEH,MAAM,CAAC,MAAM,QAAQ,GAAG;IACtB;QACE,IAAI,EAAE,+BAA+B;QACrC,WAAW,EACT,uLAAuL;QACzL,WAAW,EAAE;YACX,IAAI,EAAE,QAAiB;YACvB,UAAU,EAAE;gBACV,GAAG,EAAE;oBACH,IAAI,EAAE,QAAQ;oBACd,WAAW,EAAE,iDAAiD;iBAC/D;gBACD,eAAe,EAAE;oBACf,IAAI,EAAE,SAAS;oBACf,WAAW,EAAE,iDAAiD;iBAC/D;aACF;YACD,QAAQ,EAAE,EAAE;SACb;KACF;CACF,CAAC;AAUF,MAAM,CAAC,KAAK,UAAU,aAAa,CACjC,IAAY,EACZ,IAAa,EACb,MAA+B;IAE/B,QAAQ,IAAI,EAAE,CAAC;QACb,KAAK,+BAA+B,CAAC,CAAC,CAAC;YACrC,MAAM,EAAE,GAAG,EAAE,eAAe,EAAE,GAAG,sBAAsB,CAAC,KAAK,CAAC,IAAI,IAAI,EAAE,CAAC,CAAC;YAE1E,MAAM,MAAM,GAAG,eAAe,CAAC,CAAC,CAAC,SAAS,CAAC,CAAC,CAAC,qBAAqB,CAAC;YAEnE,MAAM,MAAM,GAAG,MAAM,MAAM,CAAC,KAAK,CAAe,eAAe,EAAE;gBAC/D,MAAM,EAAE,CAAC,gBAAgB,EAAE,MAAM,EAAE,sBAAsB,EAAE,YAAY,EAAE,WAAW,CAAC;gBACrF,GAAG,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,MAAM,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;gBAC7B,OAAO,EAAE,UAAU;gBACnB,GAAG;aACJ,CAAC,CAAC;YAEH,MAAM,KAAK,GAAG,MAAM,CAAC,KAAK,CAAC,GAAG,CAAC,EAAE,CAAC,EAAE,CAAC,CAAC;gBACpC,EAAE,EAAE,EAAE,CAAC,cAAc;gBACrB,IAAI,EAAE,EAAE,CAAC,IAAI;gBACb,oBAAoB,EAAE,EAAE,CAAC,oBAAoB,IAAI,IAAI;gBACrD,UAAU,EAAE,EAAE,CAAC,UAAU;gBACzB,SAAS,EAAE,EAAE,CAAC,SAAS;aACxB,CAAC,CAAC,CAAC;YAEJ,OAAO;gBACL,OAAO,EAAE;oBACP;wBACE,IAAI,EAAE,MAAM;wBACZ,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,EAAE,aAAa,EAAE,KAAK,EAAE,KAAK,EAAE,KAAK,CAAC,MAAM,EAAE,EAAE,IAAI,EAAE,CAAC,CAAC;qBAC7E;iBACF;aACF,CAAC;QACJ,CAAC;QAED;YACE,MAAM,IAAI,KAAK,CAAC,qBAAqB,IAAI,EAAE,CAAC,CAAC;IACjD,CAAC;AACH,CAAC"}

package/dist/tools/quality.tools.d.ts

@@ -0,0 +1,30 @@
+import type { DataverseAdvancedClient } from '../dataverse/dataverse-client-advanced.js';
+export declare const qualityTools: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            entityLogicalName: {
+                type: string;
+                description: string;
+            };
+            record: {
+                type: string;
+                description: string;
+            };
+            top: {
+                type: string;
+                description: string;
+            };
+        };
+        required: string[];
+    };
+}[];
+export declare function handleQualityTool(name: string, args: unknown, client: DataverseAdvancedClient): Promise<{
+    content: Array<{
+        type: 'text';
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=quality.tools.d.ts.map

package/dist/tools/quality.tools.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/quality.tools.js

@@ -0,0 +1,69 @@
+import { z } from 'zod';
+export const qualityTools = [
+    {
+        name: 'dataverse_detect_duplicates',
+        description: 'Checks for potential duplicate records before creating. Uses Dataverse built-in duplicate detection rules. Pass the prospective record fields to check against existing records.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                entityLogicalName: {
+                    type: 'string',
+                    description: 'Table to check, e.g., "account"',
+                },
+                record: {
+                    type: 'object',
+                    description: 'The prospective record fields to check for duplicates',
+                },
+                top: {
+                    type: 'number',
+                    description: 'Maximum number of duplicates to return (default 5, max 20)',
+                },
+            },
+            required: ['entityLogicalName', 'record'],
+        },
+    },
+];
+const DetectDuplicatesInput = z.object({
+    entityLogicalName: z
+        .string()
+        .min(1)
+        .regex(/^[a-z_][a-z0-9_]*$/i, 'Must be a valid Dataverse logical name'),
+    record: z.record(z.string(), z.unknown()),
+    top: z.number().int().positive().max(20).optional().default(5),
+});
+export async function handleQualityTool(name, args, client) {
+    switch (name) {
+        case 'dataverse_detect_duplicates': {
+            const params = DetectDuplicatesInput.parse(args);
+            const body = {
+                BusinessEntity: {
+                    '@odata.type': `Microsoft.Dynamics.CRM.${params.entityLogicalName}`,
+                    ...params.record,
+                },
+                MatchingEntityName: params.entityLogicalName,
+                PagingInfo: {
+                    PageNumber: 1,
+                    Count: params.top,
+                },
+            };
+            const raw = (await client.executeAction('RetrieveDuplicates', body));
+            const duplicates = (raw['value'] ?? []);
+            const result = {
+                hasDuplicates: duplicates.length > 0,
+                duplicateCount: duplicates.length,
+                duplicates: duplicates.map((d) => {
+                    const clean = {};
+                    for (const [key, val] of Object.entries(d)) {
+                        if (!key.startsWith('@'))
+                            clean[key] = val;
+                    }
+                    return clean;
+                }),
+            };
+            return { content: [{ type: 'text', text: JSON.stringify(result, null, 2) }] };
+        }
+        default:
+            throw new Error(`Unknown quality tool: ${name}`);
+    }
+}
+//# sourceMappingURL=quality.tools.js.map

package/dist/tools/quality.tools.js.map

@@ -0,0 +1 @@
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package/dist/tools/query.tools.d.ts

@@ -0,0 +1,120 @@
+import type { DataverseAdvancedClient } from '../dataverse/dataverse-client-advanced.js';
+export declare const queryTools: ({
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            entitySetName: {
+                type: string;
+                description: string;
+            };
+            select: {
+                type: string;
+                items: {
+                    type: string;
+                };
+                description: string;
+            };
+            filter: {
+                type: string;
+                description: string;
+            };
+            orderby: {
+                type: string;
+                description: string;
+            };
+            top: {
+                type: string;
+                description: string;
+            };
+            expand: {
+                type: string;
+                description: string;
+            };
+            count: {
+                type: string;
+                description: string;
+            };
+            apply: {
+                type: string;
+                description: string;
+            };
+            fetchXml?: never;
+            maxTotal?: never;
+        };
+        required: string[];
+    };
+} | {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            entitySetName: {
+                type: string;
+                description: string;
+            };
+            fetchXml: {
+                type: string;
+                description: string;
+            };
+            select?: never;
+            filter?: never;
+            orderby?: never;
+            top?: never;
+            expand?: never;
+            count?: never;
+            apply?: never;
+            maxTotal?: never;
+        };
+        required: string[];
+    };
+} | {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            entitySetName: {
+                type: string;
+                description: string;
+            };
+            select: {
+                type: string;
+                items: {
+                    type: string;
+                };
+                description?: never;
+            };
+            filter: {
+                type: string;
+                description?: never;
+            };
+            orderby: {
+                type: string;
+                description?: never;
+            };
+            expand: {
+                type: string;
+                description?: never;
+            };
+            maxTotal: {
+                type: string;
+                description: string;
+            };
+            top?: never;
+            count?: never;
+            apply?: never;
+            fetchXml?: never;
+        };
+        required: string[];
+    };
+})[];
+export declare function handleQueryTool(name: string, args: unknown, client: DataverseAdvancedClient): Promise<{
+    content: Array<{
+        type: 'text';
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=query.tools.d.ts.map

package/dist/tools/query.tools.d.ts.map

@@ -0,0 +1 @@
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