mcp-dataverse 0.3.0 → 0.3.2

package/dist/tools/router.tools.js

@@ -0,0 +1,247 @@
+import { formatData, formatList } from "./output.utils.js";
+// ── Tag Registry ───────────────────────────────────────────────────────────────
+const TOOL_TAGS = {
+    dataverse_query: ["query", "read", "odata"],
+    dataverse_execute_fetchxml: ["query", "read", "fetchxml", "aggregate"],
+    dataverse_create: ["write", "crud", "create"],
+    dataverse_update: ["write", "crud", "update"],
+    dataverse_delete: ["write", "crud", "delete", "destructive"],
+    dataverse_get: ["read", "crud", "get"],
+    dataverse_search: ["search", "read", "fulltext"],
+    dataverse_list_tables: ["metadata", "schema", "read"],
+    dataverse_get_table_metadata: ["metadata", "schema", "read"],
+    dataverse_get_relationships: ["metadata", "schema", "relations", "read"],
+    dataverse_list_views: ["metadata", "views", "read"],
+    dataverse_get_view_definition: ["metadata", "views", "read"],
+    dataverse_batch_execute: ["write", "bulk", "batch"],
+    dataverse_whoami: ["auth", "identity", "read"],
+    dataverse_list_solutions: ["solutions", "read", "alm"],
+    dataverse_get_solution_components: ["solutions", "read", "alm"],
+    dataverse_export_solution: ["solutions", "write", "alm"],
+    dataverse_import_solution: ["solutions", "write", "alm"],
+    dataverse_track_changes: ["sync", "delta", "read"],
+    dataverse_execute_action: ["actions", "write", "custom"],
+    dataverse_execute_bound_action: ["actions", "write", "custom"],
+    dataverse_publish_customizations: ["customization", "write"],
+    dataverse_upsert: ["write", "crud", "upsert"],
+    dataverse_count: ["query", "read", "count"],
+    dataverse_retrieve_multiple_with_paging: ["query", "read", "paging"],
+    dataverse_audit_get_history: ["audit", "read"],
+    dataverse_audit_get_detail: ["audit", "read"],
+    dataverse_list_users: ["admin", "users", "read"],
+    dataverse_get_user_roles: ["admin", "users", "security", "read"],
+    dataverse_get_user_teams: ["admin", "users", "teams", "read"],
+    dataverse_list_teams: ["admin", "teams", "read"],
+    dataverse_get_team_members: ["admin", "teams", "read"],
+    dataverse_upload_file: ["files", "write", "upload"],
+    dataverse_download_file: ["files", "read", "download"],
+    dataverse_delete_file: ["files", "write", "delete"],
+    dataverse_associate: ["relations", "write"],
+    dataverse_disassociate: ["relations", "write"],
+    dataverse_impersonate: ["security", "admin"],
+    dataverse_impersonate_clear: ["security", "admin"],
+    dataverse_list_environments: ["admin", "environments", "read"],
+    dataverse_get_environment_details: ["admin", "environments", "read"],
+    dataverse_get_environment_settings: ["admin", "environments", "read"],
+    dataverse_get_trace_logs: ["debug", "trace", "read"],
+    dataverse_get_plugin_types: ["debug", "plugins", "read"],
+    dataverse_get_sdkmessageprocessingsteps: ["debug", "plugins", "read"],
+    dataverse_get_workflow_definitions: ["debug", "workflows", "read"],
+    dataverse_validate_entity: ["quality", "read", "validation"],
+    dataverse_list_duplicate_rules: ["quality", "read"],
+    dataverse_list_notes: ["notes", "read"],
+    dataverse_create_note: ["notes", "write"],
+    dataverse_get_org_details: ["admin", "org", "read"],
+    dataverse_get_org_settings: ["admin", "org", "read"],
+    dataverse_get_global_option_set: ["metadata", "schema", "read"],
+    dataverse_publish_component: ["customization", "write"],
+    dataverse_get_entity_xml: ["customization", "metadata", "read"],
+};
+// ── Tool descriptions (for matching without registry dependency) ────────────
+const TOOL_DESCRIPTIONS = {
+    dataverse_query: "Query Dataverse tables using OData syntax",
+    dataverse_execute_fetchxml: "Execute FetchXML queries with aggregation support",
+    dataverse_create: "Create a new record in a Dataverse table",
+    dataverse_update: "Update an existing Dataverse record",
+    dataverse_delete: "Delete a Dataverse record",
+    dataverse_get: "Retrieve a single record by ID",
+    dataverse_search: "Full-text search across Dataverse tables",
+    dataverse_list_tables: "List available Dataverse tables",
+    dataverse_get_table_metadata: "Get column definitions for a table",
+    dataverse_get_relationships: "Get relationships for a table",
+    dataverse_list_views: "List saved views for a table",
+    dataverse_get_view_definition: "Get the definition of a saved view",
+    dataverse_batch_execute: "Execute multiple operations in a batch",
+    dataverse_whoami: "Get current authenticated user context",
+    dataverse_list_solutions: "List solutions in the environment",
+    dataverse_get_solution_components: "Get components of a solution",
+    dataverse_export_solution: "Export a solution as a ZIP file",
+    dataverse_import_solution: "Import a solution from a ZIP file",
+    dataverse_track_changes: "Track changes (delta sync) for a table",
+    dataverse_execute_action: "Execute a custom unbound action",
+    dataverse_execute_bound_action: "Execute a custom bound action",
+    dataverse_publish_customizations: "Publish all customizations",
+    dataverse_upsert: "Create or update a record by alternate key",
+    dataverse_count: "Count records in a table",
+    dataverse_retrieve_multiple_with_paging: "Query with automatic paging",
+    dataverse_audit_get_history: "Get audit history for a record",
+    dataverse_audit_get_detail: "Get audit detail for a specific change",
+    dataverse_list_users: "List system users",
+    dataverse_get_user_roles: "Get security roles for a user",
+    dataverse_get_user_teams: "Get teams a user belongs to",
+    dataverse_list_teams: "List teams in the environment",
+    dataverse_get_team_members: "Get members of a team",
+    dataverse_upload_file: "Upload a file to a record",
+    dataverse_download_file: "Download a file from a record",
+    dataverse_delete_file: "Delete a file from a record",
+    dataverse_associate: "Associate two records via a relationship",
+    dataverse_disassociate: "Remove association between two records",
+    dataverse_impersonate: "Set impersonation for subsequent calls",
+    dataverse_impersonate_clear: "Clear impersonation",
+    dataverse_list_environments: "List available environments",
+    dataverse_get_environment_details: "Get environment details",
+    dataverse_get_environment_settings: "Get environment settings",
+    dataverse_get_trace_logs: "Get plugin trace logs",
+    dataverse_get_plugin_types: "Get registered plugin types",
+    dataverse_get_sdkmessageprocessingsteps: "Get SDK message processing steps",
+    dataverse_get_workflow_definitions: "Get workflow/flow definitions",
+    dataverse_validate_entity: "Validate entity configuration quality",
+    dataverse_list_duplicate_rules: "List duplicate detection rules",
+    dataverse_list_notes: "List notes/annotations on a record",
+    dataverse_create_note: "Create a note on a record",
+    dataverse_get_org_details: "Get organization details",
+    dataverse_get_org_settings: "Get organization settings",
+    dataverse_get_global_option_set: "Get a global option set definition",
+    dataverse_publish_component: "Publish a single component",
+    dataverse_get_entity_xml: "Get entity customization XML",
+};
+// ── Matching logic ─────────────────────────────────────────────────────────────
+function tokenize(text) {
+    return text
+        .toLowerCase()
+        .replace(/[^a-z0-9_]/g, " ")
+        .split(/\s+/)
+        .filter((t) => t.length > 1);
+}
+function scoreTool(toolName, tokens) {
+    const tags = TOOL_TAGS[toolName] ?? [];
+    const description = (TOOL_DESCRIPTIONS[toolName] ?? "").toLowerCase();
+    const nameLower = toolName.toLowerCase();
+    let score = 0;
+    for (const token of tokens) {
+        // Tag match (highest weight)
+        if (tags.includes(token))
+            score += 3;
+        // Tool name contains token
+        if (nameLower.includes(token))
+            score += 2;
+        // Description contains token
+        if (description.includes(token))
+            score += 1;
+    }
+    return score;
+}
+function suggestTools(intent) {
+    const tokens = tokenize(intent);
+    if (tokens.length === 0) {
+        // Return general starter tools when intent is empty
+        const starters = [
+            "dataverse_whoami",
+            "dataverse_list_tables",
+            "dataverse_query",
+            "dataverse_search",
+            "dataverse_get_table_metadata",
+        ];
+        return starters.map((name) => ({
+            name,
+            description: TOOL_DESCRIPTIONS[name] ?? "",
+            tags: TOOL_TAGS[name] ?? [],
+            score: 1,
+        }));
+    }
+    const scored = [];
+    for (const toolName of Object.keys(TOOL_TAGS)) {
+        const s = scoreTool(toolName, tokens);
+        if (s > 0) {
+            scored.push({
+                name: toolName,
+                description: TOOL_DESCRIPTIONS[toolName] ?? "",
+                tags: TOOL_TAGS[toolName] ?? [],
+                score: s,
+            });
+        }
+    }
+    scored.sort((a, b) => b.score - a.score);
+    return scored.slice(0, 5);
+}
+function listTags() {
+    const counts = new Map();
+    for (const tags of Object.values(TOOL_TAGS)) {
+        for (const tag of tags) {
+            counts.set(tag, (counts.get(tag) ?? 0) + 1);
+        }
+    }
+    return Array.from(counts.entries())
+        .map(([tag, toolCount]) => ({ tag, toolCount }))
+        .sort((a, b) => b.toolCount - a.toolCount);
+}
+// ── Tool Definitions ───────────────────────────────────────────────────────────
+export const routerTools = [
+    {
+        name: "dataverse_suggest_tools",
+        description: "Suggests the most relevant Dataverse tools for a given intent. " +
+            "Provide a natural-language description of what you want to do and " +
+            "this tool returns the top 5 matching tools with descriptions and tags.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                intent: {
+                    type: "string",
+                    description: "Natural language description of the desired action",
+                },
+            },
+            required: ["intent"],
+        },
+        annotations: {
+            readOnlyHint: true,
+            destructiveHint: false,
+            idempotentHint: true,
+            openWorldHint: false,
+        },
+    },
+    {
+        name: "dataverse_list_tool_tags",
+        description: "Lists all available tool tags with the number of tools in each category. " +
+            "Use this to discover what kinds of operations are available.",
+        inputSchema: {
+            type: "object",
+            properties: {},
+            required: [],
+        },
+        annotations: {
+            readOnlyHint: true,
+            destructiveHint: false,
+            idempotentHint: true,
+            openWorldHint: false,
+        },
+    },
+];
+// ── Handler ────────────────────────────────────────────────────────────────────
+export async function handleRouterTool(name, args, _client) {
+    if (name === "dataverse_suggest_tools") {
+        const { intent } = (args ?? {});
+        const results = suggestTools(intent ?? "");
+        const suggestions = results.length > 0
+            ? [`Try: ${results[0].name}`]
+            : ["Use dataverse_list_tool_tags to explore categories"];
+        return formatData(`${results.length} tools match intent "${intent ?? ""}"`, results, suggestions);
+    }
+    if (name === "dataverse_list_tool_tags") {
+        const tags = listTags();
+        return formatList("tags", tags, [
+            "Use dataverse_suggest_tools with an intent to find specific tools",
+        ]);
+    }
+    throw new Error(`Unknown router tool: ${name}`);
+}
+//# sourceMappingURL=router.tools.js.map

package/dist/tools/router.tools.js.map

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

@@ -3,7 +3,7 @@ import { formatData } from "./output.utils.js";
 export const searchTools = [
     {
         name: "dataverse_search",
-        description: "Full-text Relevance Search across all configured Dataverse tables. Returns ranked results with entity name, record ID, score, and matched fields. Requires Relevance Search to be enabled in Dataverse admin settings. Use when you need to find records without knowing which table they belong to.",
+        description: "Full-text Relevance Search across all configured Dataverse tables. Returns ranked results with entity name, record ID, score, and matched fields. Requires Relevance Search to be enabled in Dataverse admin settings. Use when you need to find records without knowing which table they belong to. WHEN TO USE: Cross-table free-text search when you don't know which table contains the data. BEST PRACTICES: Narrow with entities[] and $filter; use searchType=full for Lucene operators (AND, OR, NOT, wildcards). WORKFLOW: search_data.",
         inputSchema: {
             type: "object",
             properties: {

package/dist/tools/search.tools.js.map

@@ -1 +1 @@
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package/dist/tools/solution.tools.js

@@ -40,7 +40,7 @@ const PublishCustomizationsInput = z.object({
 export const solutionTools = [
     {
         name: "dataverse_list_solutions",
-        description: "Lists Dataverse solutions in the environment. By default returns only unmanaged solutions. Set includeManaged=true to include managed (imported) solutions. Use nameFilter to search by unique name.",
+        description: "Lists Dataverse solutions in the environment. By default returns only unmanaged solutions. Set includeManaged=true to include managed (imported) solutions. Use nameFilter to search by unique name. WHEN TO USE: Discovering solutions in the environment for inspection or management. BEST PRACTICES: Use nameFilter for targeted lookup; check version and publisher for managed solutions. WORKFLOW: manage_solution.",
         inputSchema: {
             type: "object",
             properties: {
@@ -68,7 +68,7 @@ export const solutionTools = [
     },
     {
         name: "dataverse_solution_components",
-        description: "Lists all components in a named Dataverse solution (entities, attributes, workflows, web resources, plugins, etc.). Use the unique solution name (not display name). Optionally filter by component type code (1=Entity, 29=Workflow, 97=WebResource, 90=PluginAssembly).",
+        description: "Lists all components in a named Dataverse solution (entities, attributes, workflows, web resources, plugins, etc.). Use the unique solution name (not display name). Optionally filter by component type code (1=Entity, 29=Workflow, 97=WebResource, 90=PluginAssembly). WHEN TO USE: Inspecting which entities, workflows, or web resources belong to a specific solution. BEST PRACTICES: Filter by componentType code to reduce noise; use unique name, not display name. WORKFLOW: manage_solution.",
         inputSchema: {
             type: "object",
             properties: {
@@ -96,7 +96,7 @@ export const solutionTools = [
     },
     {
         name: "dataverse_publish_customizations",
-        description: 'Publishes unpublished Dataverse customizations. Without parameters, publishes ALL pending customizations (equivalent to clicking "Publish All" in Power Apps maker portal). Optionally specify entities, webResources, or optionSets to publish only those components. WARNING: Publishing all can take 30-120 seconds in large environments.',
+        description: 'Publishes unpublished Dataverse customizations. Without parameters, publishes ALL pending customizations (equivalent to clicking "Publish All" in Power Apps maker portal). Optionally specify entities, webResources, or optionSets to publish only those components. WARNING: Publishing all can take 30-120 seconds in large environments. WHEN TO USE: After making schema or UI changes that need to be visible to users. BEST PRACTICES: Publish specific entities when possible to reduce duration; full publish can take 30-120s. WORKFLOW: manage_solution.',
         inputSchema: {
             type: "object",
             properties: {

package/dist/tools/solution.tools.js.map

@@ -1 +1 @@
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package/dist/tools/teams.tools.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"teams.tools.d.ts","sourceRoot":"","sources":["../../src/tools/teams.tools.ts"],"names":[],"mappings":"AACA,OAAO,KAAK,EAAE,uBAAuB,EAAE,MAAM,2CAA2C,CAAC;AAiBzF,eAAO,MAAM,SAAS;;;;;;;;;;;;;;;;;;;;;;;;GAgCrB,CAAC;AAEF,wBAAsB,cAAc,CAClC,IAAI,EAAE,MAAM,EACZ,IAAI,EAAE,OAAO,EACb,MAAM,EAAE,uBAAuB,GAC9B,OAAO,CAAC;IAAE,OAAO,EAAE,KAAK,CAAC;QAAE,IAAI,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,MAAM,CAAA;KAAE,CAAC,CAAA;CAAE,CAAC,CAuC7D"}

package/dist/tools/teams.tools.js

@@ -16,7 +16,10 @@ export const teamTools = [
     {
         name: "dataverse_list_teams",
         description: "Lists Dataverse teams in the environment. Useful for finding team owners for record assignment and sharing. " +
-            "teamtype: 0=Owner, 1=Access, 2=AAD Office Group, 3=AAD Security Group.",
+            "teamtype: 0=Owner, 1=Access, 2=AAD Office Group, 3=AAD Security Group. " +
+            "WHEN TO USE: Finding team IDs for record assignment or sharing. " +
+            "BEST PRACTICES: Filter by teamType to distinguish owner, access, and AAD group teams. " +
+            "WORKFLOW: explore_schema.",
         inputSchema: {
             type: "object",
             properties: {

package/dist/tools/teams.tools.js.map

@@ -1 +1 @@
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package/dist/tools/tool-registry.d.ts

@@ -1,4 +1,5 @@
 import type { DataverseAdvancedClient } from "../dataverse/dataverse-client-advanced.js";
+import type { ProgressReporter } from "./progress.js";
 export interface ToolAnnotations {
     readOnlyHint?: boolean;
     destructiveHint?: boolean;
@@ -17,7 +18,7 @@ export type ToolResult = {
         text: string;
     }>;
 };
-export type ToolHandler = (name: string, args: unknown, client: DataverseAdvancedClient) => Promise<ToolResult>;
+export type ToolHandler = (name: string, args: unknown, client: DataverseAdvancedClient, progress?: ProgressReporter) => Promise<ToolResult>;
 export interface ToolModule {
     tools: ToolDefinition[];
     handler: ToolHandler;

package/dist/tools/tool-registry.d.ts.map

@@ -1 +1 @@
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package/dist/tools/tool-registry.js.map

@@ -1 +1 @@
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package/dist/tools/trace.tools.js

@@ -56,7 +56,7 @@ const WORKFLOW_TRACE_SELECT = [
 export const traceTools = [
     {
         name: "dataverse_get_plugin_trace_logs",
-        description: "Retrieves recent plugin and custom workflow activity trace logs from Dataverse. Shows execution details including plugin type name, triggering message, entity, execution duration, trace messages written by the developer, and exception details if the plugin failed. Requires the Plugin Trace Log feature to be enabled in Dataverse settings (Settings > Administration > System Settings > Customization tab > 'Enable logging to plugin trace log'). Essential for debugging plugin failures in production.",
+        description: "Retrieves recent plugin and custom workflow activity trace logs from Dataverse. Shows execution details including plugin type name, triggering message, entity, execution duration, trace messages written by the developer, and exception details if the plugin failed. Requires the Plugin Trace Log feature to be enabled in Dataverse settings (Settings > Administration > System Settings > Customization tab > 'Enable logging to plugin trace log'). Essential for debugging plugin failures in production. WHEN TO USE: Debugging plugin failures or performance issues in production. BEST PRACTICES: Enable Plugin Trace Log in Dataverse settings first; filter by plugin name or entity to narrow results. WORKFLOW: inspect_audit.",
         inputSchema: {
             type: "object",
             properties: {
@@ -92,7 +92,7 @@ export const traceTools = [
     },
     {
         name: "dataverse_get_workflow_trace_logs",
-        description: "Retrieves background workflow (Power Automate classic / legacy workflow engine) execution records from Dataverse. These are the AsyncOperation records for workflow-type operations, useful for diagnosing failures in background workflows and real-time workflows running asynchronously. Note: For modern cloud flows (Power Automate), use the Power Automate portal instead.",
+        description: "Retrieves background workflow (Power Automate classic / legacy workflow engine) execution records from Dataverse. These are the AsyncOperation records for workflow-type operations, useful for diagnosing failures in background workflows and real-time workflows running asynchronously. Note: For modern cloud flows (Power Automate), use the Power Automate portal instead. WHEN TO USE: Diagnosing failures in classic/legacy background workflows. BEST PRACTICES: Use failedOnly=true to focus on errors; for modern cloud flows use Power Automate portal. WORKFLOW: inspect_audit.",
         inputSchema: {
             type: "object",
             properties: {

package/dist/tools/trace.tools.js.map

@@ -1 +1 @@
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package/dist/tools/tracking.tools.js

@@ -4,7 +4,7 @@ import { formatData } from "./output.utils.js";
 export const trackingTools = [
     {
         name: "dataverse_change_detection",
-        description: "Detects new, modified, and deleted records since a previous sync using Dataverse change tracking (delta queries). On first call, pass deltaToken=null to get an initial snapshot and receive a token. On subsequent calls, pass the returned token to retrieve only changes since last sync. Change tracking must be enabled on the table in Dataverse settings. Returns newAndModified records, deleted record IDs, and the nextDeltaToken for the next call.",
+        description: "Detects new, modified, and deleted records since a previous sync using Dataverse change tracking (delta queries). On first call, pass deltaToken=null to get an initial snapshot and receive a token. On subsequent calls, pass the returned token to retrieve only changes since last sync. Change tracking must be enabled on the table in Dataverse settings. Returns newAndModified records, deleted record IDs, and the nextDeltaToken for the next call. WHEN TO USE: Incremental sync — detecting records created, updated, or deleted since a previous snapshot. BEST PRACTICES: Store the deltaToken persistently; always specify $select to minimize payload. WORKFLOW: query_data.",
         inputSchema: {
             type: "object",
             properties: {

package/dist/tools/tracking.tools.js.map

@@ -1 +1 @@
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package/dist/tools/users.tools.js

@@ -18,7 +18,7 @@ const ListUsersInput = z
 export const userTools = [
     {
         name: "dataverse_get_user_roles",
-        description: "Returns all security roles assigned to a Dataverse system user. Provide the user GUID to retrieve full name, domain name (UPN), and the list of roles with role ID, name, and managed status.",
+        description: "Returns all security roles assigned to a Dataverse system user. Provide the user GUID to retrieve full name, domain name (UPN), and the list of roles with role ID, name, and managed status. WHEN TO USE: Checking what security roles a user has for permission auditing or troubleshooting. BEST PRACTICES: Use the userId from dataverse_whoami or dataverse_list_users. WORKFLOW: inspect_audit.",
         inputSchema: {
             type: "object",
             properties: {
@@ -38,7 +38,7 @@ export const userTools = [
     },
     {
         name: "dataverse_list_users",
-        description: "Searches Dataverse system users by name or email. Returns user ID, full name, domain name (UPN), email, business unit, and disabled status. Excludes application users and disabled users by default.",
+        description: "Searches Dataverse system users by name or email. Returns user ID, full name, domain name (UPN), email, business unit, and disabled status. Excludes application users and disabled users by default. WHEN TO USE: Finding user GUIDs for impersonation, record assignment, or permission review. BEST PRACTICES: Search by name or email; set includeDisabled=true for former employees. WORKFLOW: explore_schema.",
         inputSchema: {
             type: "object",
             properties: {

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package/dist/tools/views.tools.js

@@ -9,7 +9,7 @@ const ListViewsInput = z.object({
 export const viewTools = [
     {
         name: "dataverse_list_views",
-        description: "Lists saved views (system and optionally personal) for a Dataverse table. System views come from savedqueries; personal views come from userqueries. Returns view name, ID, default flag, query type, and description.",
+        description: "Lists saved views (system and optionally personal) for a Dataverse table. System views come from savedqueries; personal views come from userqueries. Returns view name, ID, default flag, query type, and description. WHEN TO USE: Discovering saved system or personal views for a table. BEST PRACTICES: Use the view's FetchXML with dataverse_execute_fetchxml to run it. WORKFLOW: explore_schema.",
         inputSchema: {
             type: "object",
             properties: {

package/dist/tools/views.tools.js.map

@@ -1 +1 @@
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