nickmeron/skills/create-record
skills/create-record/SKILL.md
Create a new record in Dynamics 365. Uses metadata to validate fields, resolve option sets, and build correct lookup bindings.
$ install --global
skillsauthnpx skillsauth add nickmeron/Dataverse-MCP-Server skills/create-recordInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 23, 2026, 6:29 PM212.5s1 file scanned
SKILL.md
- description:
- Create a new record in Dynamics 365. Uses metadata to validate fields, resolve option sets, and build correct lookup bindings.
- allowed-tools:
- mcp__dynamics365__list_environments, mcp__dynamics365__select_environment, mcp__dynamics365__get_entity_details, mcp__dynamics365__get_entity_attributes, mcp__dynamics365__get_entity_relationships, mcp__dynamics365__get_picklist_options, mcp__dynamics365__create_record, mcp__dynamics365__query_records, mcp__dynamics365__list_entities
The user wants to create a new record in Dynamics 365.
Argument provided: $ARGUMENTS
Process
-
Select environment — call
list_environments, ask the user which environment (this is especially important for creates — you must confirm the target). Callselect_environment. -
Identify the entity — use
list_entitiesif needed to find the EntitySetName (plural name for the API). -
Discover the schema — call
get_entity_attributesto understand:- Required fields (RequiredLevel = ApplicationRequired or SystemRequired) — these MUST be provided
- Field types — so you format values correctly
- Lookup fields — these need
@odata.bindsyntax - Option set fields — need integer values, not labels
-
Resolve lookups — for any lookup field the user provides (e.g. "parent account = Contoso"):
- Call
get_entity_relationships(ManyToOne) to find what entity the lookup points to - Call
query_recordson that entity to find the GUID - Use format:
"[email protected]": "/pluralentity(guid)"
- Call
-
Resolve option sets — for any picklist field:
- Call
get_picklist_optionsto get the integer Value for the Label the user provided - Use the integer value in the record data
- Call
-
Build and submit — call
create_recordwith the entity and data object. -
Confirm — show the created record's ID and key details.
Field value formats
| Type | Format | Example |
|---|---|---|
| String | plain string | "name": "Contoso" |
| Integer | number | "numberofemployees": 500 |
| Decimal / Money | number | "revenue": 1000000.00 |
| Boolean | true/false | "donotphone": false |
| DateTime | ISO 8601 | "createdon": "2024-03-15T00:00:00Z" |
| Lookup | @odata.bind | "[email protected]": "/accounts(guid)" |
| Option Set | integer code | "industrycode": 7 |
Important
- Always check required fields against the actual metadata — missing a required field will cause a 400 error
- Custom entities may have custom required fields not in the standard D365 schema
- Exclude read-only system fields from the POST body:
createdon,modifiedon,createdby,modifiedby,versionnumber, primary ID - Virtual fields (
AttributeType = Virtual) cannot be set directly
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