mcp-dataverse 0.3.8 → 0.4.5

package/dist/tools/actions.tools.js

@@ -1,256 +0,0 @@
-import { z } from "zod";
-import { formatData } from "./output.utils.js";
-import { safeEntitySetName } from "./validation.utils.js";
-export const actionTools = [
-    {
-        name: "dataverse_execute_action",
-        description: "Executes a global (unbound) Dataverse action that is not tied to a specific record — for example WinOpportunity, SendEmail, or custom process actions. Use dataverse_execute_bound_action when the action must operate on a particular record. Actions differ from functions in that they are state-changing operations; for read-only operations use dataverse_execute_function. WHEN TO USE: Invoking global Dataverse actions or custom process actions like WinOpportunity or SendEmail. BEST PRACTICES: Check action parameters via metadata or docs; use dataverse_execute_bound_action for record-scoped actions. WORKFLOW: update_record.",
-        inputSchema: {
-            type: "object",
-            properties: {
-                actionName: {
-                    type: "string",
-                    description: 'Action logical name (e.g., "WinOpportunity")',
-                },
-                parameters: { type: "object", description: "Action parameters" },
-            },
-            required: ["actionName"],
-        },
-        annotations: {
-            readOnlyHint: false,
-            destructiveHint: false,
-            idempotentHint: false,
-            openWorldHint: true,
-        },
-    },
-    {
-        name: "dataverse_execute_function",
-        description: "Executes a global (unbound) Dataverse OData function that is read-only and returns data without side effects — for example RetrieveTotalRecordCount or InitializeFrom. Use dataverse_execute_action for state-changing operations. Use dataverse_execute_bound_action when the function/action requires a specific record context. WHEN TO USE: Calling global read-only OData functions like RetrieveTotalRecordCount or InitializeFrom. BEST PRACTICES: Functions are side-effect-free and safe to retry; use dataverse_execute_action for mutations. WORKFLOW: query_data.",
-        inputSchema: {
-            type: "object",
-            properties: {
-                functionName: {
-                    type: "string",
-                    description: 'Function name (e.g., "WhoAmI", "RetrieveTotalRecordCount")',
-                },
-                parameters: {
-                    type: "object",
-                    description: "Function parameters as string key-value pairs",
-                },
-            },
-            required: ["functionName"],
-        },
-        annotations: {
-            readOnlyHint: true,
-            destructiveHint: false,
-            idempotentHint: true,
-            openWorldHint: true,
-        },
-    },
-    {
-        name: "dataverse_execute_bound_action",
-        description: "Executes a Dataverse action bound to a specific record instance, passing the entity set name and record GUID as context (e.g., QualifyLead on a lead, or a custom action scoped to an account). The actionName should not include the Microsoft.Dynamics.CRM namespace prefix. Use dataverse_execute_action for global unbound actions that do not require a record context. WHEN TO USE: Running an action scoped to a specific record, e.g. QualifyLead on a lead. BEST PRACTICES: Omit the Microsoft.Dynamics.CRM namespace prefix; ensure the record exists first. WORKFLOW: update_record.",
-        inputSchema: {
-            type: "object",
-            properties: {
-                entitySetName: { type: "string" },
-                id: { type: "string", description: "Record GUID" },
-                actionName: {
-                    type: "string",
-                    description: "Action name (without Microsoft.Dynamics.CRM prefix)",
-                },
-                parameters: { type: "object", description: "Action parameters" },
-            },
-            required: ["entitySetName", "id", "actionName"],
-        },
-        annotations: {
-            readOnlyHint: false,
-            destructiveHint: false,
-            idempotentHint: false,
-            openWorldHint: true,
-        },
-    },
-    {
-        name: "dataverse_retrieve_dependencies_for_delete",
-        description: "Checks what solution components would block deletion of a specific component. Provide the Dataverse component type code (1=Entity, 2=Attribute, 26=SavedQuery, 29=Workflow, 92=PluginAssembly) and the component GUID. Use before deleting shared Dataverse customization components. WHEN TO USE: Before deleting a solution component to check for blocking dependencies. BEST PRACTICES: Resolve all dependencies before attempting deletion. WORKFLOW: manage_solution.",
-        inputSchema: {
-            type: "object",
-            properties: {
-                componentType: {
-                    type: "number",
-                    description: "Dataverse component type code (1=Entity, 2=Attribute, 29=Workflow, 92=PluginAssembly)",
-                },
-                objectId: { type: "string", description: "Component GUID" },
-            },
-            required: ["componentType", "objectId"],
-        },
-        annotations: {
-            readOnlyHint: true,
-            destructiveHint: false,
-            idempotentHint: true,
-            openWorldHint: true,
-        },
-    },
-    {
-        name: "dataverse_execute_bound_function",
-        description: "Executes a Dataverse function bound to a specific record (e.g., CalculateRollupField, GetQuantityAvailable). Use for read-only computed operations on a single record. Unlike bound actions, bound functions do not modify data. WHEN TO USE: Calling a read-only computed function on a specific record, e.g. CalculateRollupField. BEST PRACTICES: Functions are side-effect-free and safe to call repeatedly; pass parameters as string key-value pairs. WORKFLOW: query_data.",
-        inputSchema: {
-            type: "object",
-            properties: {
-                entitySetName: {
-                    type: "string",
-                    description: 'OData entity set name of the table (e.g., "accounts")',
-                },
-                id: { type: "string", description: "GUID of the record" },
-                functionName: {
-                    type: "string",
-                    description: 'Name of the bound function (e.g., "CalculateRollupField")',
-                },
-                parameters: {
-                    type: "object",
-                    description: "Function parameters as key-value pairs of strings",
-                    additionalProperties: { type: "string" },
-                },
-            },
-            required: ["entitySetName", "id", "functionName"],
-        },
-        annotations: {
-            readOnlyHint: true,
-            destructiveHint: false,
-            idempotentHint: true,
-            openWorldHint: true,
-        },
-    },
-    {
-        name: "dataverse_list_dependencies",
-        description: "Lists workflows, Power Automate flows, Business Rules, and custom actions that reference a given table. Use to detect hidden dependencies before modifying or removing a table. Returns component name, type, state (Active/Draft), trigger event (Create/Update/Delete), and count. WHEN TO USE: Before modifying or removing a table, to discover workflows, flows, and plugins that reference it. BEST PRACTICES: Filter by componentType to focus on specific dependency kinds. WORKFLOW: manage_solution.",
-        inputSchema: {
-            type: "object",
-            properties: {
-                tableName: {
-                    type: "string",
-                    description: 'Logical name of the table to check (e.g., "account", "contact")',
-                },
-                componentType: {
-                    type: "array",
-                    items: {
-                        type: "string",
-                        enum: [
-                            "Workflow",
-                            "Flow",
-                            "BusinessRule",
-                            "Action",
-                            "BusinessProcessFlow",
-                            "Plugin",
-                            "CustomAPI",
-                        ],
-                    },
-                    description: "Filter by component type. Default: all types.",
-                },
-            },
-            required: ["tableName"],
-        },
-        annotations: {
-            readOnlyHint: true,
-            destructiveHint: false,
-            idempotentHint: true,
-            openWorldHint: true,
-        },
-    },
-];
-/** Allow only identifier-safe names: letters, digits, underscores, dots (for namespace prefixes). */
-const SAFE_API_NAME = /^[a-zA-Z0-9_.]+$/;
-const ExecuteActionInput = z.object({
-    actionName: z
-        .string()
-        .min(1)
-        .regex(SAFE_API_NAME, "actionName must contain only letters, digits, underscores, or dots"),
-    parameters: z.record(z.unknown()).optional().default({}),
-});
-const ExecuteFunctionInput = z.object({
-    functionName: z
-        .string()
-        .min(1)
-        .regex(SAFE_API_NAME, "functionName must contain only letters, digits, underscores, or dots"),
-    parameters: z.record(z.string()).optional().default({}),
-});
-const ExecuteBoundActionInput = z.object({
-    entitySetName: safeEntitySetName,
-    id: z.string().uuid(),
-    actionName: z
-        .string()
-        .min(1)
-        .regex(SAFE_API_NAME, "actionName must contain only letters, digits, underscores, or dots"),
-    parameters: z.record(z.unknown()).optional().default({}),
-});
-const RetrieveDependenciesForDeleteInput = z.object({
-    componentType: z.number().int().positive(),
-    objectId: z.string().uuid(),
-});
-const VALID_COMPONENT_TYPES = [
-    "Workflow",
-    "Flow",
-    "BusinessRule",
-    "Action",
-    "BusinessProcessFlow",
-    "Plugin",
-    "CustomAPI",
-];
-const ListTableDependenciesInput = z.object({
-    tableName: z.string().min(1),
-    componentType: z.array(z.enum(VALID_COMPONENT_TYPES)).optional(),
-});
-const ExecuteBoundFunctionInput = z.object({
-    entitySetName: safeEntitySetName,
-    id: z.string().uuid(),
-    functionName: z
-        .string()
-        .min(1)
-        .regex(SAFE_API_NAME, "functionName must contain only letters, digits, underscores, or dots"),
-    parameters: z.record(z.string()).optional().default({}),
-});
-export async function handleActionTool(name, args, client) {
-    switch (name) {
-        case "dataverse_execute_action": {
-            const { actionName, parameters } = ExecuteActionInput.parse(args);
-            const result = await client.executeAction(actionName, parameters);
-            return formatData(`Executed unbound action ${actionName}`, result, [
-                "Use dataverse_list_custom_actions to discover available actions",
-            ]);
-        }
-        case "dataverse_execute_function": {
-            const { functionName, parameters } = ExecuteFunctionInput.parse(args);
-            const result = await client.executeFunction(functionName, parameters);
-            return formatData(`Executed function ${functionName}`, result, [
-                "Functions are read-only operations",
-            ]);
-        }
-        case "dataverse_execute_bound_action": {
-            const { entitySetName, id, actionName, parameters } = ExecuteBoundActionInput.parse(args);
-            const result = await client.executeBoundAction(entitySetName, id, actionName, parameters);
-            return formatData(`Executed bound action ${actionName} on ${entitySetName}(${id})`, result);
-        }
-        case "dataverse_list_dependencies": {
-            const { tableName, componentType } = ListTableDependenciesInput.parse(args);
-            const result = await client.listTableDependencies(tableName, componentType);
-            const typedDeps = result;
-            return formatData(`${typedDeps.count} dependencies found for component`, result, ["Use this information before deleting or modifying the component"]);
-        }
-        case "dataverse_retrieve_dependencies_for_delete": {
-            const { componentType, objectId } = RetrieveDependenciesForDeleteInput.parse(args);
-            const result = await client.listDependencies(componentType, objectId);
-            const items = Array.isArray(result)
-                ? result
-                : (result.value ?? [result]);
-            return formatData(`${items.length} dependencies found`, result, ["Review dependencies before deleting the component"]);
-        }
-        case "dataverse_execute_bound_function": {
-            const { entitySetName, id, functionName, parameters } = ExecuteBoundFunctionInput.parse(args);
-            const result = await client.executeBoundFunction(entitySetName, id, functionName, parameters);
-            return formatData(`Executed bound function ${functionName} on ${entitySetName}(${id})`, result);
-        }
-        default:
-            throw new Error(`Unknown action tool: ${name}`);
-    }
-}
-//# sourceMappingURL=actions.tools.js.map

package/dist/tools/actions.tools.js.map

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package/dist/tools/annotations.tools.d.ts

@@ -1,94 +0,0 @@
-import type { DataverseAdvancedClient } from "../dataverse/dataverse-client-advanced.js";
-export declare const annotationTools: ({
-    name: string;
-    description: string;
-    inputSchema: {
-        type: "object";
-        properties: {
-            recordId: {
-                type: string;
-                description: string;
-            };
-            includeContent: {
-                type: string;
-                description: string;
-                default: boolean;
-            };
-            top: {
-                type: string;
-                description: string;
-                default: number;
-            };
-            mimeTypeFilter: {
-                type: string;
-                description: string;
-            };
-            entitySetName?: never;
-            notetext?: never;
-            subject?: never;
-            filename?: never;
-            mimetype?: never;
-            documentbody?: never;
-        };
-        required: string[];
-    };
-    annotations: {
-        readOnlyHint: boolean;
-        destructiveHint: boolean;
-        idempotentHint: boolean;
-        openWorldHint: boolean;
-    };
-} | {
-    name: string;
-    description: string;
-    inputSchema: {
-        type: "object";
-        properties: {
-            recordId: {
-                type: string;
-                description: string;
-            };
-            entitySetName: {
-                type: string;
-                description: string;
-            };
-            notetext: {
-                type: string;
-                description: string;
-            };
-            subject: {
-                type: string;
-                description: string;
-            };
-            filename: {
-                type: string;
-                description: string;
-            };
-            mimetype: {
-                type: string;
-                description: string;
-            };
-            documentbody: {
-                type: string;
-                description: string;
-            };
-            includeContent?: never;
-            top?: never;
-            mimeTypeFilter?: never;
-        };
-        required: string[];
-    };
-    annotations: {
-        readOnlyHint: boolean;
-        destructiveHint: boolean;
-        idempotentHint: boolean;
-        openWorldHint: boolean;
-    };
-})[];
-export declare function handleAnnotationTool(name: string, args: unknown, client: DataverseAdvancedClient): Promise<{
-    content: Array<{
-        type: "text";
-        text: string;
-    }>;
-}>;
-//# sourceMappingURL=annotations.tools.d.ts.map

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

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

@@ -1,225 +0,0 @@
-import { z } from "zod";
-import { esc } from "../dataverse/dataverse-client.utils.js";
-import { formatData, formatPrerequisiteError } from "./output.utils.js";
-import { safeEntitySetName } from "./validation.utils.js";
-const GetAnnotationsInput = z.object({
-    recordId: z.string().uuid(),
-    includeContent: z.boolean().optional().default(false),
-    top: z.number().int().positive().max(100).optional().default(20),
-    mimeTypeFilter: z.string().optional(),
-});
-const CreateAnnotationInput = z
-    .object({
-    recordId: z.string().uuid(),
-    entitySetName: safeEntitySetName,
-    notetext: z.string().optional(),
-    subject: z.string().optional(),
-    filename: z.string().optional(),
-    mimetype: z.string().optional(),
-    documentbody: z.string().optional(),
-})
-    .refine((data) => Boolean(data.notetext) || Boolean(data.documentbody), {
-    message: "At least one of notetext or documentbody is required",
-});
-function logicalNameFromEntitySet(entitySetName) {
-    const irregulars = {
-        opportunities: "opportunity",
-        territories: "territory",
-        categories: "category",
-        queues: "queue",
-        activities: "activitypointer",
-    };
-    return irregulars[entitySetName] ?? entitySetName.replace(/s$/, "");
-}
-export const annotationTools = [
-    {
-        name: "dataverse_get_annotations",
-        description: "Retrieves notes and file attachments (annotations) linked to a Dataverse record. Returns note text, file metadata (name, size, MIME type), owner, and timestamps. Set includeContent=true to also retrieve base64 file content (warning: can be very large). WHEN TO USE: Retrieving notes or file attachments linked to a specific record. BEST PRACTICES: Avoid includeContent=true unless you need file data — base64 payloads can be very large. WORKFLOW: file_operations.",
-        inputSchema: {
-            type: "object",
-            properties: {
-                recordId: {
-                    type: "string",
-                    description: "The parent record's GUID",
-                },
-                includeContent: {
-                    type: "boolean",
-                    description: "If true, include documentbody (base64). WARNING: can be very large.",
-                    default: false,
-                },
-                top: {
-                    type: "number",
-                    description: "Maximum number of annotations to return (default 20, max 100)",
-                    default: 20,
-                },
-                mimeTypeFilter: {
-                    type: "string",
-                    description: 'Filter by MIME type (e.g. "application/pdf")',
-                },
-            },
-            required: ["recordId"],
-        },
-        annotations: {
-            readOnlyHint: true,
-            destructiveHint: false,
-            idempotentHint: true,
-            openWorldHint: true,
-        },
-    },
-    {
-        name: "dataverse_create_annotation",
-        description: "Creates a note or file attachment (annotation) linked to a Dataverse record. Provide notetext for a text note, documentbody (base64) for a file attachment, or both. The parent record is identified by entitySetName and recordId. WHEN TO USE: Adding a text note or file attachment to an existing record. BEST PRACTICES: Provide filename and mimetype when attaching files; at least notetext or documentbody is required. WORKFLOW: file_operations.",
-        inputSchema: {
-            type: "object",
-            properties: {
-                recordId: {
-                    type: "string",
-                    description: "The parent record's GUID",
-                },
-                entitySetName: {
-                    type: "string",
-                    description: 'The OData entity set name of the parent record (e.g., "accounts", "contacts")',
-                },
-                notetext: {
-                    type: "string",
-                    description: "Text content of the note",
-                },
-                subject: {
-                    type: "string",
-                    description: "Subject/title of the note",
-                },
-                filename: {
-                    type: "string",
-                    description: "File name (required when attaching a file)",
-                },
-                mimetype: {
-                    type: "string",
-                    description: 'MIME type of the file (e.g., "application/pdf")',
-                },
-                documentbody: {
-                    type: "string",
-                    description: "Base64-encoded file content",
-                },
-            },
-            required: ["recordId", "entitySetName"],
-        },
-        annotations: {
-            readOnlyHint: false,
-            destructiveHint: false,
-            idempotentHint: false,
-            openWorldHint: true,
-        },
-    },
-];
-export async function handleAnnotationTool(name, args, client) {
-    switch (name) {
-        case "dataverse_get_annotations": {
-            const params = GetAnnotationsInput.parse(args);
-            const selectFields = [
-                "annotationid",
-                "subject",
-                "notetext",
-                "filename",
-                "filesize",
-                "mimetype",
-                "isdocument",
-                "createdon",
-                "modifiedon",
-                "_ownerid_value",
-            ];
-            if (params.includeContent) {
-                selectFields.push("documentbody");
-            }
-            const filterParts = [`_objectid_value eq ${params.recordId}`];
-            if (params.mimeTypeFilter) {
-                filterParts.push(`mimetype eq '${esc(params.mimeTypeFilter)}'`);
-            }
-            const response = await client.query("annotations", {
-                select: selectFields,
-                filter: filterParts.join(" and "),
-                orderby: "createdon desc",
-                top: params.top,
-            });
-            const rows = (response.value ?? []);
-            const annotations = rows.map((row) => {
-                const result = {
-                    id: row["annotationid"] ?? "",
-                    subject: row["subject"] ?? null,
-                    noteText: row["notetext"] ?? null,
-                    isDocument: row["isdocument"] === true,
-                    createdOn: row["createdon"] ?? "",
-                    modifiedOn: row["modifiedon"] ?? "",
-                    owner: row["_ownerid_value"] ?? null,
-                };
-                if (row["isdocument"] === true) {
-                    result.fileName = row["filename"] ?? null;
-                    result.fileSize = row["filesize"] ?? null;
-                    result.mimeType = row["mimetype"] ?? null;
-                }
-                if (params.includeContent && row["documentbody"]) {
-                    result.documentBody = row["documentbody"];
-                }
-                return result;
-            });
-            return formatData(`${annotations.length} annotations found for record ${params.recordId}`, {
-                recordId: params.recordId,
-                annotations,
-                count: annotations.length,
-            }, ["Use dataverse_create_annotation to add a note or attachment"]);
-        }
-        case "dataverse_create_annotation": {
-            const params = CreateAnnotationInput.parse(args);
-            const entityLogicalName = logicalNameFromEntitySet(params.entitySetName);
-            const data = {
-                [`objectid_${entityLogicalName}@odata.bind`]: `/${params.entitySetName}(${params.recordId})`,
-                objecttypecode: entityLogicalName,
-            };
-            if (params.notetext !== undefined)
-                data["notetext"] = params.notetext;
-            if (params.subject !== undefined)
-                data["subject"] = params.subject;
-            if (params.filename !== undefined)
-                data["filename"] = params.filename;
-            if (params.mimetype !== undefined)
-                data["mimetype"] = params.mimetype;
-            if (params.documentbody !== undefined) {
-                data["documentbody"] = params.documentbody;
-                data["isdocument"] = true;
-            }
-            let annotationId;
-            try {
-                annotationId = await client.createRecord("annotations", data);
-            }
-            catch (err) {
-                const msg = String(err);
-                if (msg.includes("0x80048d19") ||
-                    (msg.includes("objectid_") && msg.includes("undeclared"))) {
-                    return formatPrerequisiteError({
-                        type: "feature_disabled",
-                        feature: "Notes (HasNotes)",
-                        cannotProceedBecause: `The table '${entityLogicalName}' does not have Notes enabled (HasNotes=false), so annotations cannot be created.`,
-                        adminPortal: "Power Apps Maker Portal",
-                        steps: [
-                            `Open Power Apps maker portal (make.powerapps.com)`,
-                            `Navigate to Tables → search for '${entityLogicalName}'`,
-                            `Open the table → click Properties or Settings`,
-                            `Enable "Notes (includes file attachments)"`,
-                            `Save the table, then publish customizations`,
-                        ],
-                        fixableViaToolName: "dataverse_update_entity",
-                    });
-                }
-                throw err;
-            }
-            return formatData(`Created annotation ${annotationId}`, {
-                created: true,
-                annotationId,
-                parentRecordId: params.recordId,
-                entitySetName: params.entitySetName,
-            }, ["Use dataverse_get_annotations to list all notes for this record"]);
-        }
-        default:
-            throw new Error(`Unknown annotation tool: ${name}`);
-    }
-}
-//# sourceMappingURL=annotations.tools.js.map

package/dist/tools/annotations.tools.js.map

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package/dist/tools/audit.tools.d.ts

@@ -1,51 +0,0 @@
-import type { DataverseAdvancedClient } from "../dataverse/dataverse-client-advanced.js";
-export declare const auditTools: {
-    name: string;
-    description: string;
-    inputSchema: {
-        type: "object";
-        properties: {
-            recordId: {
-                type: string;
-                description: string;
-            };
-            entityLogicalName: {
-                type: string;
-                description: string;
-            };
-            userId: {
-                type: string;
-                description: string;
-            };
-            fromDate: {
-                type: string;
-                description: string;
-            };
-            top: {
-                type: string;
-                description: string;
-            };
-            operations: {
-                type: string;
-                items: {
-                    type: string;
-                };
-                description: string;
-            };
-        };
-        required: never[];
-    };
-    annotations: {
-        readOnlyHint: boolean;
-        destructiveHint: boolean;
-        idempotentHint: boolean;
-        openWorldHint: boolean;
-    };
-}[];
-export declare function handleAuditTool(name: string, args: unknown, client: DataverseAdvancedClient): Promise<{
-    content: Array<{
-        type: "text";
-        text: string;
-    }>;
-}>;
-//# sourceMappingURL=audit.tools.d.ts.map

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

@@ -1 +0,0 @@
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