Microsoft Dataverse MCP Integration

Microsoft Dataverse is the data layer behind Power Apps, Power Pages, Power Automate, Dynamics 365 Sales, Service, Customer Insights, and any custom business app a team has built on the Power Platform. Connecting Dataverse to clariBI puts every table — standard Dynamics 365 entities, custom tables, and the relationships between them — behind every analysis you run.

Why connect Microsoft Dataverse

Most Microsoft-stack analytics today live in Power BI dashboards. That works for prebuilt reports but breaks down when someone asks a question the dashboard wasn't built for. Dataverse via MCP closes the gap: the same authenticated query surface Power BI uses is now reachable in natural language.

With Dataverse connected, you can ask "Which Opportunities closed-won in the last quarter and what was the average close cycle?", "How many Cases were resolved within SLA in November?", or "Show me Accounts where the custom industry-tier field equals 'enterprise' and the Opportunity pipeline is over $500k". The AI engine routes the request through the Dataverse MCP, which respects the same row-level security your Power Apps users see. clariBI never creates, updates, or deletes Dataverse rows — only the read tools (list_tables, describe_table, read_query, Search, Fetch) are exposed to the planner.

How the connection works

clariBI talks to Microsoft Dataverse through its hosted MCP server at https://{org}.crm.dynamics.com/api/mcp. Authentication uses an OAuth flow against an OAuth app you register in the vendor's developer console. Tokens stay encrypted server-side and never leave clariBI in clear form.

sequenceDiagram
    actor U as You
    participant C as clariBI
    participant V as Microsoft Dataverse
    U->>C: Click Authorize with Microsoft Dataverse
    C->>V: Open OAuth authorization
    V-->>U: Grant read access?
    U->>V: Approve
    V-->>C: Authorization code
    C->>V: Exchange code for tokens
    V-->>C: Access + refresh tokens
    C->>C: Encrypt and store credentials
    C-->>U: Connection ready

Available tools

The AI engine selects from these read-only Microsoft Dataverse tools during analyses. None of them modify data in Microsoft Dataverse.

Data flow during analysis

When you ask a question that maps to Microsoft Dataverse, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.

sequenceDiagram
    actor U as You
    participant C as clariBI
    participant AI as AI engine
    participant V as Microsoft Dataverse
    U->>C: Ask a question about business application data (Dynamics 365, Power Apps, custom Dataverse tables)
    C->>AI: Plan the analysis
    AI->>V: Call the right tool
    V-->>AI: Tool result
    AI->>AI: Summarize and chart
    C-->>U: Answer plus visual

Setting up the connection

1. {'title': 'Find your Dataverse organization name', 'description': 'In Power Apps or the Power Platform admin centre, locate your environment. The org name appears as the prefix in your Dataverse URL (e.g. contoso.crm.dynamics.com → org name is contoso).'}
2. {'title': 'Enable the Dataverse MCP server for the environment', 'description': 'A Power Platform administrator must enable the MCP server and the allowed clients in the environment settings before connections succeed. See Microsoft Learn for the operator steps.'}
3. {'title': 'Paste your org name in clariBI', 'description': 'clariBI builds your endpoint as https://<org>.crm.dynamics.com/api/mcp. Confirm the URL preview matches your environment.'}
4. {'title': 'Sign in with Entra ID', 'description': 'Authorize on the Microsoft sign-in screen. clariBI inherits the row-level security and table permissions of the connected account.'}

Permissions and data access

clariBI uses Entra ID (Microsoft) OAuth and inherits the connected user's Dataverse permissions — table-level, row-level, and column-level security all apply. The catalog exposes only read tools (list_tables, describe_table, read_query, Search, Fetch). Write tools (create_record, update_record, delete_record, Create Table, Update Table, Delete Table) are excluded at the catalog layer and never reachable through clariBI. Disconnect anytime from Settings → Integrations or revoke access from your Microsoft account.

Troubleshooting

Related articles

• MCP server integrations overview
• Building dashboards
• Asking questions with AI
• All data source integrations