XRM FAQs

Question 1

Does XRM require special setup for each Dataverse environment?

Accepted Answer

No, XRM is designed for multi-tenancy. It requires no per-environment setup; the `org_url` is provided as a parameter with every tool call, making it highly flexible and easy to use across various environments.

Question 2

What is XRM (xrm-mcp)?

Accepted Answer

XRM (xrm-mcp) is a minimal MCP server that enables AI coding agents (like Claude Code, Codex CLI, Gemini CLI) to securely read and write data in Microsoft Dataverse and XRM environments using the standard Dataverse Web API.

Question 3

What types of operations can AI agents perform with XRM?

Accepted Answer

AI agents can perform comprehensive read operations like listing tables, describing schemas, and querying records. They can also execute careful write operations, including creating, updating, and upserting records within Dataverse environments.

Question 4

How does XRM help avoid Microsoft MCP billing?

Accepted Answer

XRM directly utilizes the standard Dataverse Web API v9.2, bypassing Microsoft's proprietary MCP server infrastructure. This approach ensures that you only incur standard Dataverse API usage costs, avoiding specific MCP-related billing.

Question 5

What authentication methods does XRM support?

Accepted Answer

XRM supports authentication via Azure CLI (if available and logged in) and falls back to MSAL device flow for interactive browser-based login. It also includes token caching for a smoother experience.

XRM

XRM

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