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tvriesde/msx-information

v1.0.0

Work with Microsoft Sales Experience data in Dynamics 365 using the MSX CLI.

MSX Information Agent Plugin

An Agent Plugins 1.0 package that adds the msx-information skill to compatible AI agents, including GitHub Copilot in Visual Studio Code.

The skill works with Microsoft Sales Experience (MSX) data in Dynamics 365. It can sign in, inspect the current account, find milestones and opportunities, view earnings, explore CRM entities, and prepare confirmed record updates.

Requirements

  • Windows on a Microsoft Entra joined device
  • Node.js 22 or newer
  • Git and npm
  • Access to microsoftsales.crm.dynamics.com
  • Visual Studio Code with agent plugins enabled (chat.plugins.enabled)

The skill downloads and builds msx-cli in a workspace-local .msx-cli directory the first time it is needed.

Install the Marketplace

GitHub Copilot App

In a Copilot app session, register this GitHub repository as a marketplace:

/plugin marketplace add tvriesde/msx-skill-plugin

You only need to register the marketplace once. To verify that it is available, run:

/plugin marketplace list

The registered marketplace appears as msx-plugins. Then open the Install plugin dialog and enter:

msx-information@msx-plugins

Start a new Copilot session after installation so the skill is loaded.

Copilot CLI

Register and inspect the marketplace from a terminal:

copilot plugin marketplace add tvriesde/msx-skill-plugin
copilot plugin marketplace browse msx-plugins

Install the plugin from the registered marketplace:

copilot plugin install msx-information@msx-plugins

Confirm that it is installed:

copilot plugin list

The marketplace is defined by .github/plugin/marketplace.json. Its registration name is msx-plugins, which is why the plugin specification is msx-information@msx-plugins.

Install in Visual Studio Code

Visual Studio Code can install this plugin directly without registering the marketplace:

  1. Open the Command Palette in Visual Studio Code.

  2. Run Chat: Install Plugin From Source.

  3. Enter the full Git repository URL:

https://github.com/tvriesde/msx-skill-plugin.git


4. Review the repository and confirm the installation.

Do not enter `tvriesde/msx-skill-plugin` in the regular marketplace installation prompt. That syntax is interpreted as a marketplace reference, and `tvriesde` is not a configured marketplace.

The installed skill appears in **Chat: Configure Skills**. To enable, disable, update, or uninstall it, open the Extensions view and search for `@agentPlugins`.

## Test Locally

Before publishing, register this checkout in your Visual Studio Code user settings:

```json
"chat.pluginLocations": {
"C:\\code\\msx-skill-plugin": true
}

Start a new chat and ask for MSX information, for example:

  • Sign me in to MSX.
  • Show my active milestones.
  • Find the opportunity named Contoso renewal.
  • Show my earnings for 2026.
  • Which fields are available on an opportunity?

Security

The local token cache is private. The skill instructs the agent not to expose, copy, or inspect its contents. Read operations run directly; record creation and updates require explicit user confirmation immediately before execution.

Plugins can contain instructions and executable integrations. Users should review this repository before installing it.

Release Updates

Use semantic versions in plugin.json. Bump the version before publishing an update so Visual Studio Code can detect the new release.

Package Layout

plugin.json
.github/
  plugin/
    marketplace.json
skills/
  msx-information/
    SKILL.md
    references/
      msx-earnings.prompt.md
      msx-login.prompt.md
      msx-milestones.prompt.md
      msx-opportunities.prompt.md
      msx-query.prompt.md
      msx-update.prompt.md