ALM X++ MCP Server

Run an in-house best-practice audit on any AOT object (custom or standard), from the indexed source -- NOT the Microsoft BP checker. Rules are this server's own: SEC (security chain), PERF (firstOnly, set-based, N+1), TXN (ttsbegin/ttscommit pairing), ERR (error handling), COC (next() vs super()), QUAL, DATA (EDT on fields), CONV (naming, ISV prefix) and CLOUD. It runs pre-compile and needs no D36

Find all extension objects (AxClassExtension, AxTableExtension, AxFormExtension, AxEnumExtension), CoC classes ([ExtensionOf]), and event handlers for a base object. Also queries Azure DevOps Code Search in real-time for custom extensions not yet in the KB. ALWAYS call before creating a new extension — avoid parallel customizations.

Bulk-import a CSV file into a D365 F&O entity through the Data Management package REST API. Builds the package (Manifest + header + CSV) in memory, uploads it to Azure blob, then calls ImportFromPackage which AUTO-CREATES the data project from the manifest. Runs in batch; the tool polls until completion and returns the final status plus an error-keys file URL when rows fail. Provide either filePat

WHEN: object name is unknown, partial, or you need to find by concept/keyword. Search the D365 F&O knowledge base for X++ code, tables, classes, forms, views, enums, EDTs, security objects using natural language or partial names. Returns ALL chunks (metadata, Declaration, methods) for the top-scoring objects so the LLM has complete context on the first call. Lower-scoring results return a short pr

Transform a multi-sheet Excel (.xlsx) into DMF-ready rows using a data-driven JSON mapping -- equivalent to FO_TransformExcelForDMF. NO FO credentials required (offline transform). Provide the workbook via ONE of: sourceUrl (Blob/SharePoint SAS URL or Graph downloadUrl), filePath (local .xlsx) or fileContentBase64 (inline upload, small files only). The mappingJson spec supports: sourceSheet, targe

WHEN: developer needs correct X++ select or T-SQL for D365 tables with proper joins. Triggers: 'X++ select', 'generate a query', 'SQL for', 'join with', 'how to query', 'générer une requête', 'write a select statement', 'select from', 'X++ query for', 'requête X++', 'écrire une select'. Generate both X++ select statements and equivalent T-SQL queries for D365 F&O tables. Uses real field names, rel

AZURE DEVOPS ONLY -- Delete a wiki page. This also deletes its sub-pages if any exist under it. Requires DEVOPS_ORG_URL + DEVOPS_PAT env vars (PAT needs Wiki: Read & Write scope).

WHEN: user wants to understand/deduce why a D365 F&O environment feels slow, using the real Application Insights telemetry the environment already emits -- no trace file upload needed. Runs a set of canned KQL queries and assembles one combined report: 1. X++ exception hotspots (exceptions table) -- top types/messages by count. 2. Hot custom telemetry events (customEvents table) -- top event n

AZURE DEVOPS ONLY -- List all wikis in a project (the project wiki plus any published code-as-wiki repos). Use this FIRST when the user doesn't know the wiki's exact name/id, or to confirm which wiki to target before reading/writing a page. Requires DEVOPS_ORG_URL + DEVOPS_PAT env vars.

WHEN: you know the EXACT object name. Triggers: user gives an exact name like 'SalesTable', 'CustTable', 'VendInvoiceJour', any PascalCase D365 object name. Get complete details: all fields, methods, relations, indexes, source code, and metadata. COST NOTE: this returns the FULL object and can be very large (100KB+ for big tables/forms like SalesLine). If you ONLY need relations / FK / DeleteActio

AZURE DEVOPS ONLY -- Query Work Items (Bugs, Tasks, FDDs, User Stories, CRs) in Azure DevOps. [~] PRIORITY TRIGGER: use this tool when the user mentions 'FDD', 'RDD', 'IDD', 'CR', 'Task', 'Workitem', 'Work Item', 'Bug', 'User Story', 'Feature', 'Issue', 'ticket', 'sprint', 'backlog', 'DevOps', 'liste des tâches', 'show tasks', 'find bugs', '#1234', 'WI#'. NEVER use this tool for: D365 labels (@S

Apply a single-field value filter to ONE entity row of an existing DMF project, so the export only contains the matching records. The kernel builds the packed query (custom 'GenerateQueryData' action), the container envelope is stripped on the QueryRun.pack() signature, and the inner blob is PATCHed onto DataManagementDefinitionGroupDetails.QueryData (the exact format the standard table DMFDefinit

Update one or more fields on an existing Azure DevOps Work Item. Can update any standard field (System.Description, System.Title, System.State, System.AssignedTo, ...) or custom field (Custom.Extensionlifecyclestatus, ...) using its Field Reference Name. Triggers: 'mets à jour la description du workitem', 'change le state', 'update field', 'post ça en description'. Always show the user what will b

Full index scan for all usages of an object, method, field, or label ID. Use for impact analysis before changing or deleting an object. EXPENSIVE — O(1M+ chunks). Prefer find_callers when XRef index is loaded (O(1)). Label IDs: automatically searches both `@SYS124480` and `@SYS:124480` forms. NOT for extensions only — use find_extensions for CoC/event handlers.

WHEN: user asks whether a D365 requirement is standard, needs config, needs an extension, or is a full gap. Also triggered by gap analysis or fit/gap classification of a Work Item. GAP / FIT CLASSIFIER -- Analyse a D365 F&O requirement (from an ADO Work Item OR plain text) and classify it as one of four verdicts: [OK] Standard Fit -- D365 covers this out-of-the-box, no dev needed [gear] Co

WHEN: you need context on multiple D365 objects or concepts simultaneously -- runs all queries in parallel. Use INSTEAD of multiple sequential search_d365_code calls -- each line becomes one parallel search. Maximum 6 queries per call. Results are equivalent to search_d365_code but returned together. When batch_search returns results, all matching objects are FULLY loaded (all chunks). Do NOT foll

AZURE DEVOPS ONLY -- Reads the ACTUAL CONTENT of a file attached to a work item (Excel spreadsheet, Word document, text/CSV/JSON/XML file, or image). WHEN: a work item (FDD/RDD/CR/Bug/Task/User Story) has an Excel/Word attachment with requirements, field mappings, mockups, or specs that need to be read to understand the ask. Triggers: 'read the attachment', 'open the excel file on the work item',

WHEN: you need to understand the full data lifecycle of a D365 F&O table field: who writes it, who reads it, which forms display it, which reports use it, and which tables have FK relationships to its parent table. Triggers: 'where is field X set', 'qui écrit ce champ', 'data lineage', 'GDPR field audit', 'origin of field', 'what touches this field'. Requires XRef index for writer/reader analysis.

CHAIN-OF-TOOLS PLANNER -- Execute a multi-step JSON plan in ONE call by chaining tools. Pass an EXPLICIT JSON array of steps (NL parsing disabled to prevent ambiguity). Maximum 5 steps per plan. The chain stops on any critical failure (ado_analyze_workitem, get_object_details). ## Required Format (JSON array) `[{"tool":"get_object_details","args":{"objectName":"SalesTable"}},{"tool":"validate_be

Find D365 objects structurally similar to the one you supply (same kind, similar method set, similar field set). Useful when you need a working reference implementation to copy from.

WHEN: developer about to customise a standard D365 object asks 'should I use AxTableExtension, Chain of Command, EventHandler, or Delegate?'. Triggers: 'how to extend', 'best way to customise', 'extension strategy for', 'CoC ou event handler', 'comment etendre X'. Returns a ranked recommendation based on the target AOT type and the intent, with citations to the Microsoft Learn extensibility guide.

Compare two D365 F&O KB snapshots to produce a changelog (added/removed/modified objects). Use action 'save_baseline' once, then 'compare' between two snapshots.

Returns ALL FK/DeleteAction/DataSource relations (outgoing) AND back-references (incoming). Call BEFORE generating multi-object code to understand the full dependency graph. When the relation index is loaded, delegates to get_relation_graph (O(1)) internally — do NOT call both tools for the same object.

WHEN: reviewing a PR that modifies X++ code or AOT objects and you need D365-specific insights. Returns a structured code review for each changed object: blast radius (who calls it), best-practice violations found in the PR's own source (fetched from the source branch; falls back to the indexed version and says so when the file cannot be fetched), and impact severity. BP findings come from this se

Create (or extend) a DMF data project -- EXPORT or IMPORT -- entirely through standard public OData entities, with NO X++ customization required. It POSTs the header to DataManagementDefinitionGroups and one row per entity to DataManagementDefinitionGroupDetails with AutoGenerateMapping=Yes, so FO generates each entity's source<->staging mapping automatically. Idempotent: an existing project is re

WHEN: developer needs to integrate via OData and wants to find the entity name for a given table. Also generates a new entity template when none exists and generateIfMissing=true. Triggers: 'which entity exposes', 'OData entity for', 'find entity for', 'quelle entité expose', 'DMF entity for', 'create data entity', 'expose via OData', 'generate entity', 'entité de données'. Find D365 F&O data enti

WHEN: you have a large technical tool output (get_object_details, validate_best_practices, ado_analyze_workitem, detect_performance_issues...) and need it reframed for a non-technical audience. Calls the local Ollama instance (OLLAMA_HOST env var, default localhost:11434) to produce the summary. Model is configurable via ALMXPP_SUMMARIZE_MODEL (default: llama3.2).

WHEN: developer wants to improve code quality before a PR merge or code review. Triggers: 'refactor', 'clean up', 'simplify', 'too long method', 'nested ifs', 'code smells', 'améliorer le code'. Suggest concrete refactoring actions for YOUR custom D365 F&O X++ code. [!] Only runs on custom/extension code (D365_CUSTOM_MODEL_PATH). Refactoring standard Microsoft code is not actionable. Analyzes: lon

WHEN: the user wants to force a full re-download and re-index of their Azure DevOps custom model. Triggers: 'resync', 'reindex', 'force sync', 'rebuild index', 'my model is stale', 'update index', 'mon index est vieux', 'rafraîchir l\'index', 'relancer l\'indexation'. Useful when the server's built-in PAT does not have access to the target DevOps organisation (e.g. a different Azure DevOps org or

AZURE DEVOPS ONLY -- Read the content of a wiki page (and its immediate sub-page paths). path uses wiki page-path syntax, e.g. '/Home' or '/Architecture/Deployment'. Requires DEVOPS_ORG_URL + DEVOPS_PAT env vars.

Consolidated Data Management Framework tool — one entry point for all 5 DMF operations, selected via `action`. Each action forwards to the exact same implementation as its dedicated tool (dmf_import_file / dmf_create_data_project / dmf_apply_entity_filter / dmf_export_package / dmf_get_job_status) — identical behavior and validation, just one tool schema instead of five. The dedicated tools remain

Full cross-reference profile for a class or method: callers, callees, inheritance chain, interface implementations, overrides, attributes. Requires xref_index.json.gz (generated from DYNAMICSXREFDB via GenerateCache --xref-conn). Falls back to vector-search when XRef not loaded.

WHEN: checking server status, loaded D365 version, or custom model path. Triggers: 'status', 'statut', 'is the server ready', 'how many chunks', 'index loaded'. Returns JSON with: status, indexed chunk count, loaded version, custom model path.

[~] PRIORITY TRIGGER: Use this tool when the user says 'analyse PR', 'review PR', 'check PR', 'PR #', 'impact du PR', 'analyse la PR', 'what changed in PR', 'D365 impact of PR', 'code review PR', 'violations in PR', 'PR review'. NEVER call search_d365_code when 'PR' or 'Pull Request' + a number is mentioned. Analyse the full D365 F&O code impact of a Pull Request. Reads each changed file's CONTENT

WHEN: a user encounters an error message, infolog error, or runtime exception in D365. Also handles business-language error explanation when audienceType='business'. Triggers (developer): 'fix this error', 'what causes', 'exception thrown', 'infolog error', 'update conflict', 'outside tts', 'number sequence'. Triggers (business): 'what does this error mean', 'explain this error to me', 'user gets

WHEN: adding a new field to a table -- find the best existing D365 EDT to extend instead of using raw primitives (str, int64, real, date). Triggers: 'what EDT for', 'which EDT should I extend', 'quel EDT pour', 'quel type étendu', 'EDT for a field'. D365 best practice mandates EDT reuse over raw primitive types. Call BEFORE declaring any field with a primitive type. Returns ranked candidate EDTs w

WHEN: you need a COMPLETE picture of a D365 object in ONE call. Returns in a single response: full structure (fields, method signatures, relation summary) AND all CoC extensions / event handlers -- equivalent to calling get_object_details THEN find_extensions. Use this INSTEAD of those two separate calls to reduce round-trips. Optionally includes best-practice violations (set includeValidation=tru

Idempotent import of rows into any entity via OData: PATCH when the record exists (matched by keyFields), otherwise POST. Safe to re-run -- duplicates are updated, not re-created. Best for small-to-medium transactional loads (e.g. <= a few thousand rows). For bulk loads use dmf_import_file. Provide rows as a JSON array of objects; resolve key fields from the KB (get_data_entity_info) -- do not gue

WHEN: about to modify an X++ object or method and need to understand what could break. Returns a blast-radius report: direct callers, transitive dependents (BFS up to 3 hops), custom model extensions, interface propagation, and severity classification (Critical/High/Medium/Low). Requires the XRef index (loaded from xref_index.json.gz). Triggers: 'what breaks if I change X', 'impact of modifying Sa

Generate a security & licensing governance report for the indexed model(s). For each role, lists duties, privileges, entry points and the inferred user-license tier (Activity, Operations, Finance, etc.). Surfaces orphan duties/privileges that grant no real access.

WHEN: user asks to create a DevOps Task or start development on a Work Item. Triggers: 'create task', 'créer une tâche', 'start development on', 'commencer le dev sur', 'créer un task ADO', 'new development task for WI'. Create a D365 F&O development Task work item in Azure DevOps following the project naming convention. Rules applied automatically based on the parent work item: (A) Parent title s

Securely register the D365 F&O environment's Application Insights / Log Analytics connection for the CURRENT session. The client secret is encrypted in memory (AES-256-GCM), never written to disk and never echoed back. Once set, appinsights_query and appinsights_diagnose_slowness use it automatically until it expires or you call appinsights_clear_connection. HOW TO GET THE VALUES: workspaceId

Poll the status of a DMF import/export execution by its executionId (e.g. NotRun, Executing, Succeeded, PartiallySucceeded, Failed). For a completed export, also returns the download URL.

Profile an X++ object for N+1 queries, queries in loops, missing field lists, row-by-row inserts/updates, missing firstOnly. Returns compact issue table with line + fix. Only call when performance is explicitly the concern — for general quality use validate_best_practices. [!] Auto-fixing requires D365_CUSTOM_MODEL_PATH (custom code only).

WHEN: you need the COMPLETE bidirectional relation graph for an object in ONE call. Triggers: 'relations of', 'FK of', 'what tables link to', 'quelles tables liées à', 'avant de générer du code', 'before generating code', 'foreign keys', 'delete actions', 'who references', 'qui référence', 'graph de relations'. Returns ALL outgoing edges (FK relations, DeleteActions, DataSources, Extensions, Secur

Removes the D365 F&O connection cached for the current session by d365fo_set_connection.

WHEN: writing an extension or customization -- generates ready-to-use X++ code. Triggers: 'génère un CoC', 'crée une extension', 'generate extension', 'write a CoC class', 'event handler pour', 'template pour'. Uses REAL metadata from the KB (actual field names, method signatures). 'coc' = Chain of Command class, 'table_extension' = extend table with fields/methods, 'event_handler' = pre/post even

WHEN: developer/security architect needs to know WHICH ROLES can access a specific form, table, menu item or service operation. Triggers: 'who can access', 'which roles see', 'security coverage for', 'quels roles ont accès à', 'find roles with access'. Walks the security graph backwards (EntryPoint -> Privilege -> Duty -> Role) and returns all roles that grant any level of access (Read / Update /

Retrieve the NEXT page of a previously PAGINATED tool output. When a tool result is too large for a single response, it is split losslessly into ordered pages — the footer of each page gives you a `token` and the next `page` number. Call this tool with that token to read the continuation; nothing is dropped, so you can walk every page in order and reconstruct the full result. Pages are cached only

PR DEPENDENCY MAP -- Scan multiple Pull Requests and build a cross-PR dependency graph based on (a) shared X++/AOT objects and (b) branch chain relationships. For each PR: * Lists X++ / AOT objects changed (from diff) * Detects OBJECT CONFLICTS: same object modified in multiple PRs => merge risk * Detects BRANCH CHAIN: if PR_A.targetBranch == PR_B.sourceBranch => PR_A must merge first * C

WHEN: user asks to write or generate a Functional Design Document, FDD, functional spec, CdC, or cahier des charges. NOT for developer technical docs -- use `get_object_details` for that. FUNCTIONAL DESIGN DOCUMENT GENERATOR -- Produces a structured FDD ready for review and sign-off. Sections generated: Purpose, Business Context, Data Fields (with resolved labels), Business Rules, Related Objec

WHEN: mapping the technical D365 objects behind a business process, or understanding which tables/forms implement a flow. Triggers: 'processus métier', 'Order-to-Cash', 'Procure-to-Pay', 'Record-to-Report', 'business process flow', 'qui est impliqué dans', 'map the process', 'flux du processus', 'quels objets dans le flux'. Map a D365 F&O business process to its complete object chain. For known pr

WHEN: user explicitly asks to post, add, or save a comment to an ADO Work Item. [~] PRIORITY TRIGGER: call AFTER `ado_analyze_workitem` when user says 'post the analysis', 'save it to the ticket', 'ajoute en commentaire'. WARNING: ALWAYS ask for explicit user confirmation before calling this tool. Recommended workflow: (1) call `ado_analyze_workitem`, (2) show analysis to the user, (3) ask 'Shall

WHEN: developer building an OData / DMF integration needs a quick rundown of a specific data entity: its public OData name, datasources, key fields, and IsPublic status. Triggers: 'data entity info', 'OData entity details', 'is X a public entity', 'entity datasources'. Cloud-safe: pure metadata read from the KB.

Compare two D365 F&O objects side-by-side (fields, methods, signatures). Handy when investigating differences between standard and a customisation, or between two similar tables.

WHEN: you need ALL objects of a given type or in a given model. Triggers: 'list all tables in ALM', 'show all classes', 'quels objets dans le modèle', 'give me all forms'. Full index scan -- returns EVERY matching object, not just top search results. Use to discover what tables, classes, forms, enums, etc. exist in a specific model. When no filters are given and a custom model is configured, defau

WHEN: user asks how an approval workflow works, who approves a document, what states it goes through, or what happens on submission/rejection. NOT for technical workflow class details -- use `get_object_details`. WORKFLOW EXPLAINER (Business Language) -- Explains a D365 approval workflow: who approves, what states exist, and what happens on approval or rejection. Output is plain business languag

WHEN: security design, licence audit, or 'what licence does this role require?'. Triggers: 'arborescence du rôle', 'licence nécessaire pour', 'what licence for role', 'role tree', 'droits du rôle', 'entry points of role', 'privilege tree for'. Builds the COMPLETE tree for ONE role: Role -> Duties -> Privileges -> Entry Points. For each entry point, classifies the required D365 licence per the Marc

WHEN: building an AI-assisted D365 F&O upgrade release note (regressions + opportunities) for a specific client, and you (the calling assistant) want to do the reasoning yourself instead of the server calling its own LLM. Call resolve_client_profile FIRST -- if it finds a profile, OMIT v1/v2/customModelIds here and they will be auto-filled from it. If no profile exists, call list_release_note_inpu

AZURE DEVOPS ONLY -- Fetch a Work Item and assemble ALL technical context needed for D365 F&O expert analysis. [~] PRIORITY TRIGGER: 'analyse le workitem', 'analyse la tâche', 'analyse le FDD/RDD/CR/IDD', 'read the work item', 'check the bug', 'look at ticket', 'review task', '#1234', 'WI#', 'WI ', 'item #'. NEVER for: labels (@SYS/@TRX/@FIN), X++ code lookup, AOT objects -- use search_labels /

AZURE DEVOPS ONLY -- Create a new wiki page, or OVERWRITE an existing one with new markdown content. ALWAYS call ado_wiki_get_page first if you intend to edit (not replace) an existing page's content, since this tool replaces the ENTIRE page body -- it does not merge/append. Automatically handles the page's ETag for safe concurrent-edit detection. Requires DEVOPS_ORG_URL + DEVOPS_PAT env vars (PAT

WHEN: you need to know which folder(s) are configured as the workspace/project root for the current caller. Reads D365-Custom-Model-Path and D365-Standard-Model-Path from the request headers or environment variables. Use before any tool that accepts a customModelPath/standardModelPath parameter.

WHEN: at the START of any release-note / upgrade-impact conversation -- call this BEFORE list_release_note_inputs to check whether a Client Profile already exists for the CURRENT caller's Azure DevOps org/project (auto-detected from DEVOPS_ORG_URL/DEVOPS_PROJECT MCP headers -- you don't pass anything). If found, it gives you the client's currentVersionTag, targetVersionTag, customModelIds (their o

WHEN: developer needs to write or scaffold unit tests for a custom D365 object. Triggers: 'generate tests', 'unit test', 'SysTest', 'write test for', 'scénarios de test', 'test this class'. Generate X++ SysTest unit test code for a CUSTOM D365 F&O object based on functional test scenarios. [!] Only meaningful on custom/extension code (D365_CUSTOM_MODEL_PATH). SysTest tests in D365 are highly conte

Generate a complete, ready-to-deploy D365 F&O AOT XML scaffold for any object type. Returns the XML + the correct file path inside the model -- the calling client (VS Extension, Cursor, Copilot Chat) is responsible for writing the result to disk. This tool is fully read-only on the server: it never writes to the filesystem, never mutates external state, and is safe to expose fr

Securely register the D365 F&O connection (URL + Entra app-registration credentials) for the CURRENT session. The client secret is encrypted in memory (AES-256-GCM), never written to disk and never echoed back. Once set, all odata_* and dmf_* tools use it automatically until it expires or you call d365fo_clear_connection. Use this instead of resending the secret on every call. In a locked server

Removes the Application Insights connection cached for the current session by appinsights_set_connection.

WHEN: developer needs to CREATE a data entity (AxDataEntityView) AOT XML from a table for OData/DMF/data migration. Triggers: 'create data entity', 'generate entity', 'créer une data entity', 'exposer table via OData', 'DMF entity', 'entity for OData', 'entité de données', 'générer entity XML', 'AxDataEntityView pour', 'data entity from table'. Produces complete AxDataEntityView AOT XML with data

Find all event handlers that subscribe to events on a D365 table or class. Searches the knowledge base for [SubscribesTo(classStr(objectName), ...)] / [SubscribesTo(tableStr(objectName), ...)] attribute patterns. Use eventName to narrow results to a specific event (e.g. 'OnInserted'). WHEN: 'who handles X', 'what subscribes to Y', 'event handlers for Z', 'qui écoute l'événement', 'abonnés à l'évén

Generate a complete, compilable AxForm AOT XML with the CORRECT control serialization (<AxFormControl xmlns="" i:type="...">) for the requested pattern. Patterns: SimpleList, DetailsMaster, DetailsTransaction, ListPage, Dialog, DropDialog, Workspace, Extension. After generation, call validate_form_pattern on the result before write_aot_object.

Run a raw KQL (Kusto) query against the D365FO environment's Application Insights / Log Analytics workspace (read-only -- the query language has no mutation operators). Requires the connection to be configured first via appinsights_set_connection (or server env vars). Use the standard App Insights schema: requests, dependencies, exceptions, traces, customEvents, pageViews, performanceCounters. Pre

WHEN: the user asks about business/functional context that lives OUTSIDE the D365 code KB -- specs, functional design docs, mapping sheets, contracts, meeting notes, screenshots' captions -- anything an admin uploaded via the admin portal's 'Context Documents' library (PDF, Word .docx, Excel .xlsx/.xlsm, CSV, plain text/Markdown/JSON). Does NOT search X++ code or AOT objects -- use search_d365_cod

WHEN: security audit -- need the TECHNICAL chain from Role/Duty/Privilege to Entry Points and Table/Form permissions. Also handles BUSINESS-LANGUAGE role explanation when businessLanguage=true. Triggers (technical): 'sécurité de', 'who can access', 'security for', 'role duty privilege', 'droits sur', 'technical security chain', 'trace le rôle', 'what privileges does', 'what duties are assigned', '

WHEN: you need to know HOW two AOT objects are connected -- the chain of relations linking them. Triggers: 'how is X related to Y', 'comment X est lié à Y', 'path between', 'chemin entre', 'lien entre deux tables', 'connection between', 'is X reachable from Y'. Walks the pre-computed relation graph (FK, DeleteAction, DataSource, Extension, Security edges -- both directions) and returns the SHORTES

WHEN: user asks for an effort estimate, chiffrage, or development hours for a D365 Work Item. [~] PRIORITY TRIGGER: call AFTER `ado_analyze_workitem` when the user asks 'how long?', 'estimate this', 'chiffre ce WI'. [t] EFFORT ESTIMATOR -- Estimate D365 F&O development effort for a Work Item. Uses KB signals (object count, method complexity, existing extensions, relation depth) combined with ADO

[~] PRIORITY TRIGGER: Use this tool when user mentions 'PR', 'Pull Request', 'list PRs', 'show PRs', 'active PRs', 'mes PR', 'liste des PR', 'pull requests ouverts', 'what PRs are open', 'PRs by [author]', 'PRs targeting [branch]'. NEVER call search_d365_code for PR listing requests. List Pull Requests in an Azure DevOps Git repository. If `repositoryId` is unknown, omit it and all repositories wi

WHEN: developer needs to check that a proposed object name follows D365 + ISV naming conventions, is unique against the indexed KB, and does not collide with a reserved or standard prefix. Triggers: 'is this a valid name', 'check naming', 'name conflict', 'valider le nommage'. Cloud-safe: KB read only, no writes.

WHEN: generating a visual diagram of D365 table relationships or security chains. Triggers: 'generate diagram', 'diagramme', 'visualize', 'schéma', 'ER diagram', 'entity-relationship', 'relation diagram', 'security diagram', 'show connections'. Generate visual Mermaid diagrams from D365 F&O knowledge base data. Diagrams render directly in Copilot Chat, Cursor, Claude, and markdown viewers. Types:

WHEN: no profile was found by resolve_client_profile and the user wants one created (or updated) for their client, so future release-note requests never need v1/v2/customModelIds again. Creates or updates a Client Profile keyed by the CURRENT caller's ADO org/project (auto-detected from MCP headers -- not a parameter). Only the fields you pass are changed; omit a field to leave it untouched on an

Trigger a bulk export through the Data Management package REST API and return the download URL when complete. NOTE: the DMF EXPORT project (definitionGroupId) must already exist in FO with its entities + mapping configured -- create it with dmf_create_data_project if needed. For ad-hoc exports without a project, use odata_export_entity instead.

WHEN: user explicitly asks to post, add, or save a review comment to an ADO Pull Request. [~] PRIORITY TRIGGER: call AFTER `ado_analyze_pr_impact` when user says 'post the review', 'add comment to PR', 'ajoute le commentaire sur la PR'. WARNING: ALWAYS ask for explicit user confirmation before calling this tool. Recommended workflow: (1) call `ado_analyze_pr_impact`, (2) show the result, (3) ask '

WHEN: ALWAYS call this FIRST, before prepare_release_note_context -- it discovers the exact D365FO version strings and custom model ids actually indexed on THIS server, which you cannot guess. Triggers: 'release note', 'compare D365 versions', 'upgrade impact for a client', 'what changed for this client', 'regression risk', 'note de version'. Returns every indexed version (exact 'version' string t

Fan-out search across multiple ALM XPP MCP server instances in parallel and merge results using Reciprocal Rank Fusion (RRF). Useful when D365 code is split across multiple organisations or knowledge bases (e.g. one per client, one standard KB). Peer servers are configured via D365_FEDERATION_PEERS env var (comma-separated list of base URLs, e.g. https://org2.almxpp.com). The local server is alway

Search D365 F&O labels across all indexed languages. Given text (e.g. 'Sales order'), finds the matching label ID (@SYS12345). Given a label ID (e.g. '@SYS12345' or '@SYS:12345'), finds the text in all languages. Accepts both D365 short form (@SYS124480) and colon form (@SYS:124480) -- both are normalized automatically. Searches across 392K+ label entries. WORKFLOW: call search_labels first to res

Export any D365 F&O data entity via OData (transactional, no DMF project required). Universal: works for ANY public entity. Supports $select, $filter, $orderby and follows server paging automatically. Returns CSV (default) or JSON. Use for live/ad-hoc exports and small-to-medium volumes. For very large bulk exports prefer dmf_export_package. Resolve the entity set name from the KB first (find_enti

WHEN: developer wants to see what custom/extension objects exist in their model. Triggers: 'list my custom objects', 'what have we customized', 'show ISV objects', 'list custom model', 'what objects are in our model'. List all D365 F&O objects in the custom/extension model directory on disk. Reads the file system directly -- always reflects the latest uncommitted state. Pass `customModelPath` to s

WHEN: upgrading D365 F&O to a new version or applying a Microsoft update -- check if your custom code will break. Triggers: 'upgrade D365', 'mise à niveau', 'will this break after upgrade', 'compatibilité après upgrade', 'impact de la mise à jour', 'check CoC targets after update'. Analyze upgrade risk for your custom D365 F&O model. Cross-references EVERY Chain of Command target, event handler ho

WHEN: validate_best_practices returned violations and you want concrete X++ fix suggestions. Returns each BP violation with its built-in fix suggestion AND (when Ollama is available) an AI-generated X++ code patch using the source from the knowledge base. Triggers: 'fix best practice', 'corriger les violations', 'generate fix', 'patch BP'. Set generatePatches=true to call Ollama (ALMXPP_SUMMARIZE_

WHEN: you have already called prepare_release_note_context and analyzed its 'objects' array yourself, producing a findings JSON array per the 'instructions' field it returned. This tool renders that findings array into a downloadable Word (.docx, detailed appendix) and PowerPoint (.pptx, executive summary) release note and returns their download URLs. Does NOT call any LLM itself -- the reasoning

WHEN: developer needs to resolve a menu item -- find its target object (form / action / output), linked security privilege, label, and parameters. Triggers: 'menu item info', 'what does menu item X open', 'menu item target', 'security privilege for menu item'. Cloud-safe: parses the AxMenuItem XML already loaded in the KB. Returns the resolved object name, menu item type (Display/Action/Output), l