mcp-dataverse 0.3.9 → 0.4.7

package/CAPABILITIES.md

@@ -1,8 +1,8 @@
 # MCP Dataverse Server — Complete Capabilities Reference
 
-> **Version**: 0.3.6 | **API Version**: Dataverse Web API v9.2 | **Transport**: stdio · HTTP/SSE
+> **Version**: 0.4.6 | **API Version**: Dataverse Web API v9.2 | **Transport**: stdio · HTTP/SSE
 
-63 tools across 24 categories for full Dataverse lifecycle: schema, CRUD, FetchXML, solutions, plugins, audit, files, users, teams, RBAC, environment variables, workflows, and more.
+73 tools across 25 categories for full Dataverse lifecycle: schema, CRUD, FetchXML, solutions, plugins, audit, files, users, teams, RBAC, attribute management, environment variables, workflows, and more.
 
 ---
 
@@ -10,19 +10,19 @@
 
 - [Quick Start](#quick-start)
 - [Architecture Overview](#architecture-overview)
-- [Tool Reference (63 tools)](#tool-reference-63-tools)
+- [Tool Reference (73 tools)](#tool-reference-73-tools)
   - [1. Auth (1)](#1-auth-1-tool)
-  - [2. Metadata (8)](#2-metadata-8-tools)
+  - [2. Metadata (9)](#2-metadata-9-tools)
   - [3. Query (3)](#3-query-3-tools)
-  - [4. CRUD (5)](#4-crud-5-tools)
-  - [5. Relations (2)](#5-relations-2-tools)
+  - [4. CRUD (6)](#4-crud-6-tools)
+  - [5. Relations (4)](#5-relations-4-tools)
   - [6. Actions & Functions (6)](#6-actions--functions-6-tools)
   - [7. Batch (1)](#7-batch-1-tool)
   - [8. Change Tracking (1)](#8-change-tracking-1-tool)
-  - [9. Solutions (3)](#9-solutions-3-tools)
+  - [9. Solutions (2)](#9-solutions-2-tools)
   - [10. Impersonation (1)](#10-impersonation-1-tool)
-  - [11. Customization (3)](#11-customization-3-tools)
-  - [12. Environment (2)](#12-environment-2-tools)
+  - [11. Customization (4)](#11-customization-4-tools)
+  - [12. Environment (4)](#12-environment-4-tools)
   - [13. Trace (2)](#13-trace-2-tools)
   - [14. Search (1)](#14-search-1-tool)
   - [15. Audit (1)](#15-audit-1-tool)
@@ -31,7 +31,11 @@
   - [18. Users (2)](#18-users-2-tools)
   - [19. Views (1)](#19-views-1-tool)
   - [20. Files (2)](#20-files-2-tools)
-  - [21. Org (1)](#21-org-1-tool)
+  - [21. Org (2)](#21-org-2-tools)
+  - [22. RBAC (7)](#22-rbac-7-tools)
+  - [23. Workflows (4)](#23-workflows-4-tools)
+  - [24. Assistance (2)](#24-assistance-2-tools)
+  - [25. Attributes (4)](#25-attributes-4-tools)
 - [Error Handling & Retry Behavior](#error-handling--retry-behavior)
 - [Security](#security)
 - [Limitations & Known Constraints](#limitations--known-constraints)
@@ -91,38 +95,40 @@ Server communicates over **stdio** (MCP SDK `StdioServerTransport`). Connect fro
 
 ```mermaid
 graph LR
-    MCP["MCP Dataverse Server<br/><i>63 tools · 24 categories</i>"]
+    MCP["MCP Dataverse Server<br/><i>73 tools · 25 categories</i>"]
 
     MCP --> AUTH["🔑 Auth (1)"]
-    MCP --> META["📋 Metadata (8)"]
+    MCP --> META["📋 Metadata (9)"]
     MCP --> QUERY["🔍 Query (3)"]
     MCP --> CRUD["✏️ CRUD (6)"]
-    MCP --> REL["🔗 Relations (2)"]
+    MCP --> REL["🔗 Relations (4)"]
     MCP --> ACT["⚡ Actions & Functions (6)"]
     MCP --> BATCH["📦 Batch (1)"]
     MCP --> TRACK["🔄 Change Tracking (1)"]
-    MCP --> SOL["🧩 Solutions (3)"]
+    MCP --> SOL["🧩 Solutions (2)"]
     MCP --> IMP["👤 Impersonation (1)"]
-    MCP --> CUST["🔧 Customization (3)"]
-    MCP --> ENV["⚙️ Environment (2)"]
+    MCP --> CUST["🔧 Customization (4)"]
+    MCP --> ENV["⚙️ Environment (4)"]
     MCP --> TRACE["🔎 Trace (2)"]
     MCP --> SRCH["🔍 Search (1)"]
     MCP --> AUDIT["📜 Audit (1)"]
     MCP --> QUAL["✅ Quality (1)"]
     MCP --> NOTE["📝 Annotations (2)"]
     MCP --> USR["👥 Users (2)"]
+    MCP --> RBAC["🛡️ RBAC (7)"]
     MCP --> VIEWS["👁️ Views (1)"]
     MCP --> FILES["📁 Files (2)"]
-    MCP --> ORG["🏢 Org (1)"]
-    MCP --> TEAMS["👥 Teams (1)"]
-    MCP --> ASSIST["🤖 Assistance (4)"]
+    MCP --> ORG["🏢 Org (2)"]
+    MCP --> WF["⚙️ Workflows (4)"]
+    MCP --> ASSIST["🤖 Assistance (2)"]
+    MCP --> ATTR["🏗️ Attributes (4)"]
 ```
 
 All tool handlers validate inputs with **Zod** before calling the `DataverseAdvancedClient`. Auth tokens are cached and refreshed proactively; transient errors (429, 503, 504) are retried with exponential backoff.
 
 ---
 
-## Tool Reference (63 tools)
+## Tool Reference (73 tools)
 
 ### 1. Auth (1 tool)
 
@@ -134,7 +140,7 @@ Returns the current authenticated user context (userId, businessUnitId, organiza
 
 ---
 
-### 2. Metadata (8 tools)
+### 2. Metadata (9 tools)
 
 #### `dataverse_list_tables`
 
@@ -273,7 +279,7 @@ Retrieves ALL matching records by auto-following `@odata.nextLink` pages. Use wh
 
 ---
 
-### 4. CRUD (5 tools)
+### 4. CRUD (6 tools)
 
 #### `dataverse_get`
 
@@ -354,7 +360,22 @@ Create-or-update via an alternate key (no GUID needed). Returns `"created"` or `
 
 ---
 
-### 5. Relations (2 tools)
+#### `dataverse_assign`
+
+Assigns a Dataverse record to a different user or team owner. Sets the `ownerid` lookup field using OData bind syntax.
+
+| Parameter       | Type                   | Req | Notes                   |
+| --------------- | ---------------------- | --- | ----------------------- |
+| `entitySetName` | `string`               | ✓   | OData entity set name   |
+| `id`            | `string (UUID)`        | ✓   | Record GUID to reassign |
+| `ownerType`     | `"systemuser"\|"team"` | ✓   | Target owner type       |
+| `ownerId`       | `string (UUID)`        | ✓   | GUID of user or team    |
+
+> "Reassign account a1b2c3d4 to user u1v2w3x4"
+
+---
+
+### 5. Relations (4 tools)
 
 #### `dataverse_associate`
 
@@ -514,7 +535,7 @@ Delta-query for incremental sync. Pass `deltaToken: null` for initial snapshot;
 
 ---
 
-### 9. Solutions (3 tools)
+### 9. Solutions (2 tools)
 
 #### `dataverse_list_solutions`
 
@@ -591,7 +612,7 @@ Executes any other tool on behalf of a different Dataverse user by injecting `MS
 
 ---
 
-### 11. Customization (3 tools)
+### 11. Customization (4 tools)
 
 #### `dataverse_list_custom_actions`
 
@@ -651,7 +672,7 @@ Activates or deactivates a classic Dataverse workflow (statecode/statuscode upda
 
 ---
 
-### 12. Environment (2 tools)
+### 12. Environment (4 tools)
 
 #### `dataverse_get_environment_variable`
 
@@ -688,6 +709,24 @@ Sets or updates an environment variable's current value (creates or updates the
 
 ---
 
+#### `dataverse_create_environment_variable`
+
+Creates a new Dataverse environment variable definition and sets its initial value. Use when the variable does not yet exist.
+
+| Parameter      | Type                                     | Req | Notes                                                   |
+| -------------- | ---------------------------------------- | --- | ------------------------------------------------------- |
+| `schemaName`   | `string`                                 | ✓   | Schema name (publisher prefix required, e.g. `new_MyVar`) |
+| `displayName`  | `string`                                 | ✓   | Human-readable label                                    |
+| `type`         | `"String"\|"Integer"\|"Boolean"\|"JSON"` | ✓   | Variable data type                                      |
+| `value`        | `string`                                 | ✓   | Initial value                                           |
+| `description`  | `string`                                 | —   | Optional description                                    |
+| `defaultValue` | `string`                                 | —   | Optional default value                                  |
+| `confirm`      | `true`                                   | ✓   | Explicit confirmation required                          |
+
+> "Create environment variable new_MaxRetries of type Integer with value 3"
+
+---
+
 ### 13. Trace (2 tools)
 
 #### `dataverse_get_plugin_trace_logs`
@@ -724,7 +763,7 @@ Retrieves AsyncOperation records for background/classic workflow executions. Not
 
 #### `dataverse_search`
 
-Full-text Relevance Search across all configured Dataverse tables. Returns ranked results with entity name, record ID, score, highlights, and matched fields. Requires **Relevance Search** enabled in Dataverse admin.
+Full-text Relevance Search across all configured Dataverse tables. Returns ranked results with entity name, record ID, score, highlights, and matched fields. Uses the **Search API v2.0** endpoint. Requires **Relevance Search** enabled in Dataverse admin. If Relevance Search is disabled or no entities are configured for search, returns a structured error with `errorCategory: "ENV_LIMITATION"` and setup instructions.
 
 | Parameter    | Type               | Req | Notes                                               |
 | ------------ | ------------------ | --- | --------------------------------------------------- |
@@ -801,7 +840,7 @@ Retrieves notes and file attachments linked to a record. Set `includeContent=tru
 | Parameter        | Type            | Req | Notes                                    |
 | ---------------- | --------------- | --- | ---------------------------------------- |
 | `recordId`       | `string (UUID)` | ✓   | Parent record GUID                       |
-| `includeContent` | `boolean`       | —   | Include `documentbody` (default `false`) |
+| `includeContent` | `boolean`       | —   | Include `documentBody` (default `false`) |
 | `top`            | `number`        | —   | Default `20`, max `100`                  |
 | `mimeTypeFilter` | `string`        | —   | e.g. `"application/pdf"`                 |
 
@@ -811,17 +850,17 @@ Retrieves notes and file attachments linked to a record. Set `includeContent=tru
 
 #### `dataverse_create_annotation`
 
-Creates a note or file attachment linked to a Dataverse record. Provide `notetext` for a text note, `documentbody` (base64) for a file, or both.
+Creates a note or file attachment linked to a Dataverse record. Provide `noteText` for a text note, `documentBody` (base64) for a file, or both.
 
 | Parameter       | Type            | Req | Notes                                                   |
 | --------------- | --------------- | --- | ------------------------------------------------------- |
 | `recordId`      | `string (UUID)` | ✓   | Parent record GUID                                      |
 | `entitySetName` | `string`        | ✓   | Parent entity set, e.g. `"accounts"`                    |
-| `notetext`      | `string`        | —   | Text content (required if no `documentbody`)            |
+| `noteText`      | `string`        | —   | Text content (required if no `documentBody`)            |
 | `subject`       | `string`        | —   | Note subject/title                                      |
-| `filename`      | `string`        | —   | File name (for attachments)                             |
-| `mimetype`      | `string`        | —   | MIME type, e.g. `"application/pdf"`                     |
-| `documentbody`  | `string`        | —   | Base64-encoded file content (required if no `notetext`) |
+| `fileName`      | `string`        | —   | File name (for attachments)                             |
+| `mimeType`      | `string`        | —   | MIME type, e.g. `"application/pdf"`                     |
+| `documentBody`  | `string`        | —   | Base64-encoded file content (required if no `noteText`) |
 
 > "Attach a PDF report to account a1b2c3d4"
 
@@ -942,7 +981,7 @@ Downloads a file from a Dataverse file-type column. Returns the file as a base64
 
 ---
 
-### 21. Org (1 tool)
+### 21. Org (2 tools)
 
 #### `dataverse_list_business_units`
 
@@ -957,6 +996,281 @@ Lists business units in the environment with name, ID, parent BU ID, disabled st
 
 ---
 
+#### `dataverse_list_teams`
+
+Lists Dataverse teams (owner teams and access teams) within one or all business units.
+
+| Parameter        | Type                      | Req | Notes                                          |
+| ---------------- | ------------------------- | --- | ---------------------------------------------- |
+| `top`            | `number`                  | —   | Default `50`, max `200`                        |
+| `teamType`       | `"Owner"\|"Access"\|"AAD"` | —   | Filter by team type; omit for all              |
+| `businessUnitId` | `string (UUID)`           | —   | Filter by business unit                        |
+
+> "List all owner teams in the environment"
+
+---
+
+### 22. RBAC (7 tools)
+
+#### `dataverse_list_roles`
+
+Lists security roles in the environment, optionally filtered by name.
+
+| Parameter    | Type     | Req | Notes                        |
+| ------------ | -------- | --- | ---------------------------- |
+| `nameFilter` | `string` | —   | Substring match on role name |
+| `top`        | `number` | —   | Default `50`, max `200`      |
+
+> "List all security roles that contain 'Sales'"
+
+```json
+{
+  "total": 3,
+  "roles": [{ "roleId": "...", "name": "Salesperson", "businessUnitId": "..." }]
+}
+```
+
+---
+
+#### `dataverse_assign_role_to_user`
+
+Assigns a security role to a system user (idempotent — returns `"already_assigned"` if the role is already assigned).
+
+| Parameter | Type            | Req | Notes             |
+| --------- | --------------- | --- | ----------------- |
+| `userId`  | `string (UUID)` | ✓   | System user GUID  |
+| `roleId`  | `string (UUID)` | ✓   | Security role ID  |
+
+> "Assign role r1s2t3u4 to user u1v2w3x4"
+
+---
+
+#### `dataverse_remove_role_from_user`
+
+Removes a security role from a system user.
+
+| Parameter | Type            | Req | Notes            |
+| --------- | --------------- | --- | ---------------- |
+| `userId`  | `string (UUID)` | ✓   | System user GUID |
+| `roleId`  | `string (UUID)` | ✓   | Security role ID |
+
+> "Remove role r1s2t3u4 from user u1v2w3x4"
+
+---
+
+#### `dataverse_assign_role_to_team`
+
+Assigns a security role to a Dataverse team. All team members inherit the role permissions.
+
+| Parameter | Type            | Req | Notes                          |
+| --------- | --------------- | --- | ------------------------------ |
+| `teamId`  | `string (UUID)` | ✓   | Team GUID                      |
+| `roleId`  | `string (UUID)` | ✓   | Security role GUID             |
+| `confirm` | `true`          | ✓   | Explicit confirmation required |
+
+> "Assign role r1s2t3u4 to team t1e2a3m4"
+
+---
+
+### 23. Workflows (4 tools)
+
+#### `dataverse_list_workflows`
+
+Lists classic Dataverse workflows and modern cloud flows registered in the environment.
+
+| Parameter     | Type      | Req | Notes                                        |
+| ------------- | --------- | --- | -------------------------------------------- |
+| `top`         | `number`  | —   | Default `50`, max `200`                      |
+| `activeOnly`  | `boolean` | —   | Return only activated workflows (default `false`) |
+| `nameFilter`  | `string`  | —   | Substring match on workflow name             |
+
+> "List all active workflows on the account table"
+
+---
+
+#### `dataverse_get_workflow`
+
+Retrieves a single workflow definition by ID, including its trigger, steps, and current state.
+
+| Parameter    | Type            | Req | Notes         |
+| ------------ | --------------- | --- | ------------- |
+| `workflowId` | `string (UUID)` | ✓   | Workflow GUID |
+
+> "Get the definition of workflow w1x2y3z4"
+
+---
+
+### 24. Assistance (2 tools)
+
+#### `dataverse_suggest_tools`
+
+Returns a ranked list of MCP tools relevant to a natural-language task description. Use this when unsure which tool to call — it uses tag-based matching to surface the right tools.
+
+| Parameter     | Type     | Req | Notes                              |
+| ------------- | -------- | --- | ---------------------------------- |
+| `task`        | `string` | ✓   | Natural-language description of the task |
+| `top`         | `number` | —   | Max results (default `5`)          |
+
+> "Which tool should I use to create a new lookup column?"
+
+---
+
+#### `dataverse_list_guides`
+
+Lists available built-in guides that walk through common multi-step Dataverse tasks.
+
+| Parameter | Type | Req | Notes |
+| --------- | ---- | --- | ----- |
+| —         | —    | —   | No parameters |
+
+> "What guides are available in this MCP server?"
+
+---
+
+#### `dataverse_get_guide`
+
+Retrieves the full step-by-step content for a specific guide by name.
+
+| Parameter   | Type     | Req | Notes               |
+| ----------- | -------- | --- | ------------------- |
+| `guideName` | `string` | ✓   | Guide name from `list_guides` |
+
+> "Show me the steps for the entity-audit guide"
+
+---
+
+#### `dataverse_list_connection_references`
+
+Lists connection references used in solutions (Power Automate connectors).
+
+| Parameter      | Type     | Req | Notes                            |
+| -------------- | -------- | --- | -------------------------------- |
+| `top`          | `number` | —   | Default `50`, max `200`          |
+| `nameFilter`   | `string` | —   | Substring match on display name  |
+
+> "List all SharePoint connection references in my environment"
+
+---
+
+#### `dataverse_list_tool_tags`
+
+Lists all available tool tags with the number of tools in each category. Use this to discover what kinds of operations are available before calling `dataverse_suggest_tools`.
+
+| Parameter | Type | Req | Notes         |
+| --------- | ---- | --- | ------------- |
+| —         | —    | —   | No parameters |
+
+> "What categories of tools are available in this MCP server?"
+
+---
+
+### 25. Attributes (4 tools)
+
+Attribute tools manage **column-level schema** in Dataverse tables. All write operations require `confirm: true` and auto-publish the entity definition by default.
+
+#### `dataverse_create_attribute`
+
+Creates a new column on an existing Dataverse table. Supports 11 attribute types with type-specific parameters.
+
+| Parameter            | Type                                                                                                             | Req | Notes                                                           |
+| -------------------- | ---------------------------------------------------------------------------------------------------------------- | --- | --------------------------------------------------------------- |
+| `entityLogicalName`  | `string`                                                                                                         | ✓   | Target table (e.g. `"account"`)                                 |
+| `schemaName`         | `string`                                                                                                         | ✓   | Must include publisher prefix (e.g. `"new_CustomField"`)        |
+| `attributeType`      | `"String"\|"Memo"\|"Integer"\|"Decimal"\|"Money"\|"DateTime"\|"Boolean"\|"Picklist"\|"MultiSelectPicklist"\|"AutoNumber"\|"Image"` | ✓   | Column type                                                     |
+| `displayName`        | `string`                                                                                                         | ✓   | Human-readable label                                            |
+| `description`        | `string`                                                                                                         | —   | Column description                                              |
+| `requiredLevel`      | `"None"\|"ApplicationRequired"\|"Recommended"`                                                                  | —   | Requirement level (default `"None"`)                            |
+| `maxLength`          | `number`                                                                                                         | —   | String/Memo max chars                                           |
+| `minValue`/`maxValue`| `number`                                                                                                         | —   | Integer/Decimal range bounds                                    |
+| `precision`          | `number`                                                                                                         | —   | Decimal/Money decimal places                                    |
+| `dateTimeFormat`     | `"DateOnly"\|"DateAndTime"`                                                                                      | —   | DateTime display format                                         |
+| `defaultBooleanValue`| `boolean`                                                                                                        | —   | Default for Boolean columns                                     |
+| `picklistOptions`    | `{value: number, label: string}[]`                                                                               | —   | Option values for Picklist/MultiSelectPicklist                  |
+| `autoNumberFormat`   | `string`                                                                                                         | —   | Format string for AutoNumber, e.g. `"INV-{SEQNUM:5}"`          |
+| `languageCode`       | `number`                                                                                                         | —   | Label language code (default `1033` = English)                  |
+| `autoPublish`        | `boolean`                                                                                                        | —   | Publish after create (default `true`)                           |
+| `confirm`            | `true`                                                                                                           | ✓   | Must be `true`                                                  |
+
+> "Add a text column 'new_ExternalId' to the account table with max 100 characters"
+
+```json
+{
+  "logicalName": "new_externalid",
+  "schemaName": "new_ExternalId",
+  "attributeType": "String",
+  "entityLogicalName": "account",
+  "published": true
+}
+```
+
+---
+
+#### `dataverse_update_attribute`
+
+Updates properties of an existing column. Only columns with `IsCustomizable = true` can be modified.
+
+| Parameter             | Type                                            | Req | Notes                                       |
+| --------------------- | ----------------------------------------------- | --- | ------------------------------------------- |
+| `entityLogicalName`   | `string`                                        | ✓   | Table containing the column                 |
+| `attributeLogicalName`| `string`                                        | ✓   | Column logical name (e.g. `"new_myfield"`)  |
+| `displayName`         | `string`                                        | —   | New display label                           |
+| `description`         | `string`                                        | —   | New description                             |
+| `requiredLevel`       | `"None"\|"ApplicationRequired"\|"Recommended"`  | —   | New requirement level                       |
+| `maxLength`           | `number`                                        | —   | Increase only (cannot decrease)             |
+| `isSearchable`        | `boolean`                                       | —   | Include in Quick Find views                 |
+| `languageCode`        | `number`                                        | —   | Default `1033`                              |
+| `autoPublish`         | `boolean`                                       | —   | Default `true`                              |
+| `confirm`             | `true`                                          | ✓   | Must be `true`                              |
+
+> "Update new_externalid on account to be required"
+
+---
+
+#### `dataverse_delete_attribute`
+
+⚠️ **DESTRUCTIVE** — permanently deletes a custom column and all its data from all records.
+
+| Parameter             | Type     | Req | Notes                                            |
+| --------------------- | -------- | --- | ------------------------------------------------ |
+| `entityLogicalName`   | `string` | ✓   | Table containing the column                      |
+| `attributeLogicalName`| `string` | ✓   | Column logical name (must be a custom column)    |
+| `autoPublish`         | `boolean`| —   | Publish after delete (default `true`)            |
+| `confirm`             | `true`   | ✓   | Must be `true`                                   |
+
+> "Delete the column new_externalid from account"
+
+---
+
+#### `dataverse_create_lookup_attribute`
+
+Creates a lookup (N:1) column on a table, simultaneously defining a 1:N relationship between two tables. This is the correct way to add a foreign-key-style reference to another table.
+
+| Parameter             | Type     | Req | Notes                                                                       |
+| --------------------- | -------- | --- | --------------------------------------------------------------------------- |
+| `entityLogicalName`   | `string` | ✓   | Table that will contain the lookup column (the "many" side)                 |
+| `schemaName`          | `string` | ✓   | Must include publisher prefix (e.g. `"new_ParentAccount"`)                  |
+| `displayName`         | `string` | ✓   | Human-readable label                                                        |
+| `referencedEntity`    | `string` | ✓   | Table being looked up (the "one" side, e.g. `"account"`)                    |
+| `description`         | `string` | —   | Column description                                                          |
+| `requiredLevel`       | `"None"\|"ApplicationRequired"\|"Recommended"` | — | Default `"None"`                          |
+| `languageCode`        | `number` | —   | Default `1033`                                                              |
+| `autoPublish`         | `boolean`| —   | Default `true`                                                              |
+| `confirm`             | `true`   | ✓   | Must be `true`                                                              |
+
+> "Add a lookup to 'account' on the contact table called new_PrimaryAccount"
+
+```json
+{
+  "lookupLogicalName": "new_primaryaccount",
+  "relationshipSchemaName": "new_contact_primaryaccount",
+  "referencedEntity": "account",
+  "referencingEntity": "contact",
+  "published": true
+}
+```
+
+---
+
 ## Error Handling & Retry Behavior
 
 All tool handlers return `{ isError: true, content: [{ type: "text", text: "Error: ..." }] }` on failure. Zod input validation runs before any network call.
@@ -971,6 +1285,16 @@ All tool handlers return `{ isError: true, content: [{ type: "text", text: "Erro
 
 Dataverse error bodies are formatted as `Dataverse error <code>: <message>`. Timeouts (`ECONNABORTED`) produce `Request timed out. Check your Dataverse environment URL.`
 
+### Error Categories
+
+Certain tools include an `errorCategory` field in the error text when the failure has a well-known cause:
+
+| `errorCategory`   | Meaning                                                      | Example                                                   |
+| ----------------- | ------------------------------------------------------------ | --------------------------------------------------------- |
+| `ENV_LIMITATION`  | Feature not enabled or unavailable in this environment       | `dataverse_search` when Relevance Search is disabled      |
+| `PERMISSIONS`     | Operation denied due to insufficient privileges              | Restricted table or action                                |
+| `SCHEMA_MISMATCH` | Supplied data conflicts with the table's metadata schema     | Wrong attribute type in `dataverse_create_attribute`      |
+
 ---
 
 ## Security
@@ -1036,4 +1360,4 @@ Dataverse error bodies are formatted as `Dataverse error <code>: <message>`. Tim
 
 ---
 
-_This document reflects the MCP Dataverse server codebase as of v0.3.6 — 63 tools across 24 categories._
+_This document reflects the MCP Dataverse server codebase as of v0.4.6 — 73 tools across 25 categories._

package/README.md

@@ -6,9 +6,7 @@
 
 **The most complete MCP server for Microsoft Dataverse.**
 
-Give your AI agents real-time access to Dataverse — query records with OData & FetchXML, manage metadata, inspect solutions, run batch operations, audit changes, and more. Zero-config auth via Microsoft device code flow.
-
-63 tools · 4 resources · 10 guided workflows · Zero config auth
+73 tools · 4 resources · 10 guided workflows · Zero config auth
 
 [![npm](https://img.shields.io/npm/v/mcp-dataverse)](https://www.npmjs.com/package/mcp-dataverse)
 [![npm downloads](https://img.shields.io/npm/dm/mcp-dataverse)](https://www.npmjs.com/package/mcp-dataverse)
@@ -80,6 +78,31 @@ Re-authenticate after ~90 days of inactivity: `npx mcp-dataverse-auth`
 
 ---
 
+## HTTP Transport
+
+Run as an HTTP server for multi-client use:
+
+```bash
+MCP_TRANSPORT=http MCP_HTTP_PORT=3000 MCP_HTTP_SECRET=mysecret node dist/server.js
+```
+
+Connect using VS Code / Copilot with:
+```json
+{
+  "servers": {
+    "dataverse": {
+      "type": "http",
+      "url": "http://localhost:3000/mcp",
+      "headers": {
+        "Authorization": "Bearer mysecret"
+      }
+    }
+  }
+}
+```
+
+---
+
 ## Troubleshooting
 
 | Symptom                            | Fix                                                                |
@@ -102,8 +125,8 @@ MCP Dataverse is designed to be comprehensive, but most AI models work best with
 
 | Version | Feature | Status |
 | ------- | ------- | ------ |
-| **v0.4** | HTTP transport + schema consistency + new auth methods | 🟢 In progress |
-| **v0.5** | MCP Prompts — workflow templates | 🔴 Planned |
+| **v0.4** | HTTP transport + attribute management + schema consistency | ✅ Released |
+| **v0.5** | Enterprise auth (Client Credentials, Managed Identity) + MCP Prompts | 🔴 Planned |
 
 [→ Full Roadmap](https://codeurali.github.io/mcp-dataverse/roadmap)