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XRM MCP Skill

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Discover and safely query Dataverse data

Data & Analytics#agent routing#dataverse#mcp tools#schema discovery#odata query#safe writes
Authorjukkan
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps an AI agent connect to a specific Dataverse/XRM environment and reliably find the right tables and fields before running queries or making updates, avoiding guesses that fail when schemas differ between organizations.

Core Features & Use Cases

  • Environment-first connectivity: start with ping(org_url) to confirm the environment and authentication work.
  • Schema discovery workflow: resolve user-friendly table names with find_table(org_url, name), then fetch exact column metadata with describe_table(org_url, table).
  • Grounded data access and updates: query records with query_records and use create_record/update_record/upsert_record for careful write operations, while enforcing the org_url as the only source of truth.
  • Safety guardrails for routing: directs the agent to surface errors instead of silently switching to other approaches for Dataverse data requests.

Quick Start

Ask your agent: "From https://yourorg.crm4.dynamics.com, find the logical table for 'hour entries', discover its columns, then show the records from the last 30 days with a brief summary."

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: XRM MCP Skill
Download link: https://github.com/jukkan/xrm-mcp/archive/main.zip#xrm-mcp-skill

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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