PowerPlatform Dataverse Client skill
A skill for the Microsoft Dataverse Python SDK: CRUD, queries, tables, relationships and file upload, no API guessing.
- 63 ★ on the repository
- Last commit
- MIT
Extended access
Why this level
- Code the agent writes with the skill changes and deletes data in a live Dataverse environment.
Install
- Works in
In your terminal, with SkillFoxx CLI
npx skillfoxx add skills/powerplatform-dataverse-clientDetects the agents on your machine, shows the access level and pins the version.
Other ways to install
Access and checks
How we reviewExtended accessThe tool runs code or makes network calls and only reads external data.
- Code the agent writes with the skill changes and deletes data in a live Dataverse environment.
This is third-party code. Review the repository files before installing.
What it does
The Microsoft repository holds two agent skills. The `dataverse-sdk-use` skill explains how to work with the Python SDK for Microsoft Dataverse: schema names instead of display names, the `client.records`, `client.query`, `client.tables`, `client.files` and `client.batch` namespaces, bulk operations, paging and DataFrame handling. The `dataverse-sdk-dev` skill is meant for developing the SDK itself. The `PowerPlatform-Dataverse-Client` package wraps the Dataverse web API in a typed client: creating, reading and updating records including in batches, a query builder with filters, read-only SQL and FetchXML, table and relationship creation, chunked file upload and an async client.
Who it is for. Power Platform developers on Python who ask an agent to work with Dataverse tables and records.
Good fit when
- The agent writes code creating and updating records and confuses logical names.
- Table data must be read page by page and returned as a DataFrame.
- A table, columns and a 1:N relationship must be created through the SDK.
- A file is uploaded into a file column with automatic chunking.
Not a fit when
- Work goes through the .NET SDK or directly over the web API without Python.
- Only the low-code Power Apps interface is needed.
- Azure Identity authentication is not configured for the Dataverse environment.
Example request
Write a script that reads the account table page by page through the query builder and returns a DataFrame.Limitations
The skill helps write code but does not connect to a Dataverse environment: Python 3.10 or newer, an environment with permissions and OAuth authentication for the app are required. The README has no install command for the skill itself, so the `dataverse-sdk-use` folder is taken from the repository and placed in the agent skills directory by hand. The `dataverse-sdk-dev` skill is only for people changing the SDK. Some methods in the skill are marked deprecated, for example paging through `execute(by_page=...)`.
How to disable. Delete the `dataverse-sdk-use` folder from the agent skills directory. Remove the SDK package separately with `pip uninstall PowerPlatform-Dataverse-Client`.
FAQ
How do I install the SDK?
Run `pip install PowerPlatform-Dataverse-Client`. For the async client add the `[async]` extra.
How do the two skills differ?
`dataverse-sdk-use` teaches using the SDK while `dataverse-sdk-dev` is for people developing the SDK itself.
Which names should be used for tables?
Schema (logical) names: standard ones in lowercase, custom ones with the customization prefix, for example `new_Product`.
Is pandas supported?
Yes. The `client.dataframe` namespace works with DataFrames and a query result converts to a table with `.to_dataframe()`.
Is authentication required?
Yes. The client accepts any Azure Identity `TokenCredential`, and the Dataverse environment must grant the needed permissions.
Discussion
No questions or reviews yet.
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README in short
In the README: SDK features, installation, authentication, usage examples, documentation and contributor rules. Only the contributor section mentions the skills themselves.