Business Process Tools

Overview

Business Process tools provide full lifecycle management for Process Orchestrator processes and their versions. Business Processes define structured, multi-stage workflows attached to Dataverse entities - governing how records move through a lifecycle, what logic executes at each stage, and what conditions must be met for a transition to occur.

Business Processes are versioned. At any point in time a process may have:

An active version - the currently published, executing version
A draft version - a work-in-progress version being designed for the next release

┌─────────────────────────────────────────────────────────────────────┐
│                   BUSINESS PROCESS VERSIONING                       │
├─────────────────────────────────────────────────────────────────────┤
│                                                                     │
│   Business Process: "OrderApproval"                                 │
│   ──────────────────────────────────                                │
│                                                                     │
│   ┌──────────────────────┐   ┌──────────────────────┐               │
│   │   Active Version     │   │    Draft Version     │               │
│   │       v2.1           │   │       v2.2           │               │
│   ├──────────────────────┤   ├──────────────────────┤               │
│   │ Currently executing  │   │ Under development    │               │
│   │ for all records      │   │ Not yet published    │               │
│   └──────────────────────┘   └──────────────────────┘               │
│                                                                     │
│   Use get_business_process_   Use get_business_process_             │
│   active_version_details      draft_version_details                 │
│                                                                     │
└─────────────────────────────────────────────────────────────────────┘

Requirement: Business Process tools require the Process Orchestrator product to be installed and licensed in the connected environment.

`create_business_process`

Creates a New Flowon business process.

Parameter	Type	Required	Description
`projectName`	string	✓	The name of the project to which the business process belongs to.
`businessProcessName`	string	✓	The name of the new business process.
`entityLogicalName`	string	✓	The logical name of the business process entity.
`isAction`	bool	✓	Indicates whether the business process is exposed as action.
`enableTracing`	bool	✓	Indicates whether the business process is exposed as action.
`title`	string	✓	The title of the business process.
`description`	string	✓	The description of the business process.

Returns: The GUID of the newly created Business Process.

`list_business_processes`

Lists Flowon business processes.

Parameter	Type	Required	Description
`pageNumber`	int		The page number for pagination. If not provided, defaults to the first page. Optional.
`pagingCookie`	string		The paging cookie for pagination. This should be provided if pageNumber is provided and there are more records to retrieve. Optional.

Returns: A paginated list of Business Processes including:

Field	Description
`businessProcessName`	The name of the process
`projectName`	The project it belongs to
`entityLogicalName`	The Dataverse entity this process is attached to
`activeVersionId`	The ID of the currently active version (if one exists)
`isAction`	Whether the process is exposed as an action
`enableTracing`	Whether tracing is enabled
`title`	Display title
`description`	Description

See Pagination for details on iterating through large result sets.

`list_business_process_versions`

Lists Flowon business process versions.

Parameter	Type	Required	Description
`businessProcessName`	string	✓	The name of the business process.
`projectName`	string	✓	The name of the project the business process belongs to.
`pageNumber`	int		The page number for pagination. If not provided, defaults to the first page. Optional.
`pagingCookie`	string		The paging cookie for pagination. This should be provided if pageNumber is provided and there are more records to retrieve. Optional.

Returns: A paginated list of all versions for the specified Business Process, each including version number, ID, and metadata.

`get_business_process_active_version_details`

Gets the details for a Flowon business process active version.

Parameter	Type	Required	Description
`businessProcessName`	string	✓	The name of the business process.
`projectName`	string	✓	The name of the project the business process belongs to.

Returns: Full version details including all stages, transitions, logic blocks, and logic flows referenced by the active version.

Error cases:

Condition	Error
Business Process not found	`McpException`: process not found in project
No active version exists	`McpException`: process does not have an active version

Use when: You need to understand what logic is currently executing in production for a given Business Process.

`get_business_process_draft_version_details`

Gets the details for a Flowon business process draft version.

Parameter	Type	Required	Description
`businessProcessName`	string	✓	The name of the business process.
`projectName`	string	✓	The name of the project the business process belongs to.

Returns: Full version details for the current draft, including all stages and transitions under development.

Error cases:

Condition	Error
Business Process not found	`McpException`: process not found in project
No draft version exists	`McpException`: draft version not found

Use when: You need to inspect a Business Process that is currently being designed or modified but has not yet been activated.

`update_business_process_draft_version`

Updates the draft version for a Flowon business process.

Parameter	Type	Required	Description
`businessProcessName`	string	✓	The name of the business process.
`projectName`	string	✓	The name of the project the business process belongs to.
`metadata`	string	✓	The metadata for the draft version in JSON format.

Returns: Confirmation that the draft version metadata was updated.

Error cases:

Condition	Error
Business Process not found	`McpException`: process not found in project
No draft version exists	`McpException`: draft version not found

`publish_business_process_draft_version`

Publishes the draft version for a Flowon business process.

Parameter	Type	Required	Description
`businessProcessName`	string	✓	The name of the business process to publish.
`projectName`	string	✓	The name of the project the business process belongs to.
`activate`	bool	✓	Whether to activate the draft version after publishing.

Returns: The published version number as a string.

Error cases:

Condition	Error
Business Process not found	`McpException`: process not found in project
No draft version exists	`McpException`: draft version not found

`activate_business_process_version`

Activates a specific version of a Flowon business process.

Parameter	Type	Required	Description
`businessProcessVersionId`	GUID	✓	The unique identifier of the business process version to activate.

Returns: Confirmation that the specified version has been activated.

Error cases:

Condition	Error
Version not found	`McpException`: business process version not found

Overview​

create_business_process​

list_business_processes​

list_business_process_versions​

get_business_process_active_version_details​

get_business_process_draft_version_details​

update_business_process_draft_version​

publish_business_process_draft_version​

activate_business_process_version​

Overview

`create_business_process`

`list_business_processes`

`list_business_process_versions`

`get_business_process_active_version_details`

`get_business_process_draft_version_details`

`update_business_process_draft_version`

`publish_business_process_draft_version`

`activate_business_process_version`