Update docs and examples to show context manager usage

- README: Quick Start uses `with` block, add Context Manager to key concepts
- SKILL.md (both copies): show `with` pattern as recommended
- walkthrough.py: extract body to _run_walkthrough(), wrap in `with`
- relationships.py: extract body to _run_example(), wrap in `with`
- file_upload.py: add client.close() at end (module-level script)
- installation_example.py: use `with` in interactive test and docstring

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

Author: tpellissier

.claude/skills/dataverse-sdk-use/SKILL.md

@@ -53,7 +53,13 @@ credential = AzureCliCredential()
 credential = ClientSecretCredential(tenant_id, client_id, client_secret)
 credential = CertificateCredential(tenant_id, client_id, cert_path)
 
-# Create client (no trailing slash on URL!)
+# Create client with context manager (recommended -- enables HTTP connection pooling)
+# No trailing slash on URL!
+with DataverseClient("https://yourorg.crm.dynamics.com", credential) as client:
+    ...  # all operations here
+# Session closed, caches cleared automatically
+
+# Or without context manager:
 client = DataverseClient("https://yourorg.crm.dynamics.com", credential)
 ```
 

README.md

@@ -113,6 +113,7 @@ The SDK provides a simple, pythonic interface for Dataverse operations:
 | Concept | Description |
 |---------|-------------|
 | **DataverseClient** | Main entry point; provides `records`, `query`, `tables`, and `files` namespaces |
+| **Context Manager** | Use `with DataverseClient(...) as client:` for automatic cleanup and HTTP connection pooling |
 | **Namespaces** | Operations are organized into `client.records` (CRUD & OData queries), `client.query` (query & search), `client.tables` (metadata), and `client.files` (file uploads) |
 | **Records** | Dataverse records represented as Python dictionaries with column schema names |
 | **Schema names** | Use table schema names (`"account"`, `"new_MyTestTable"`) and column schema names (`"name"`, `"new_MyTestColumn"`). See: [Table definitions in Microsoft Dataverse](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/entity-metadata) |
@@ -131,17 +132,18 @@ from PowerPlatform.Dataverse.client import DataverseClient
 
 # Connect to Dataverse
 credential = InteractiveBrowserCredential()
-client = DataverseClient("https://yourorg.crm.dynamics.com", credential)
 
-# Create a contact
-contact_id = client.records.create("contact", {"firstname": "John", "lastname": "Doe"})
+with DataverseClient("https://yourorg.crm.dynamics.com", credential) as client:
+    # Create a contact
+    contact_id = client.records.create("contact", {"firstname": "John", "lastname": "Doe"})
 
-# Read the contact back
-contact = client.records.get("contact", contact_id, select=["firstname", "lastname"])
-print(f"Created: {contact['firstname']} {contact['lastname']}")
+    # Read the contact back
+    contact = client.records.get("contact", contact_id, select=["firstname", "lastname"])
+    print(f"Created: {contact['firstname']} {contact['lastname']}")
 
-# Clean up
-client.records.delete("contact", contact_id)
+    # Clean up
+    client.records.delete("contact", contact_id)
+# Session closed, caches cleared automatically
 ```
 
 ### Basic CRUD operations

examples/advanced/file_upload.py

@@ -375,4 +375,5 @@ def get_dataset_info(file_path: Path):
     except Exception as e:  # noqa: BLE001
         print({"test_file_8mb_deleted": False, "error": str(e)})
 
+client.close()
 print("Done.")

examples/advanced/relationships.py

@@ -109,11 +109,6 @@ def backoff(op, *, delays=(0, 2, 5, 10, 20, 20)):
 
 
 def main():
-    # Initialize relationship IDs to None for cleanup safety
-    rel_id_1 = None
-    rel_id_2 = None
-    rel_id_3 = None
-
     print("=" * 80)
     print("Dataverse SDK - Relationship Management Example")
     print("=" * 80)
@@ -136,8 +131,16 @@ def main():
     credential = InteractiveBrowserCredential()
 
     log_call(f"DataverseClient(base_url='{base_url}', credential=...)")
-    client = DataverseClient(base_url=base_url, credential=credential)
-    print(f"[OK] Connected to: {base_url}")
+    with DataverseClient(base_url=base_url, credential=credential) as client:
+        print(f"[OK] Connected to: {base_url}")
+        _run_example(client)
+
+
+def _run_example(client):
+    # Initialize relationship IDs to None for cleanup safety
+    rel_id_1 = None
+    rel_id_2 = None
+    rel_id_3 = None
 
     # ============================================================================
     # 2. CLEANUP PREVIOUS RUN (Idempotency)

examples/advanced/walkthrough.py

@@ -87,9 +87,12 @@ def main():
     credential = InteractiveBrowserCredential()
 
     log_call(f"DataverseClient(base_url='{base_url}', credential=...)")
-    client = DataverseClient(base_url=base_url, credential=credential)
-    print(f"[OK] Connected to: {base_url}")
+    with DataverseClient(base_url=base_url, credential=credential) as client:
+        print(f"[OK] Connected to: {base_url}")
+        _run_walkthrough(client)
 
+
+def _run_walkthrough(client):
     # ============================================================================
     # 2. TABLE CREATION (METADATA)
     # ============================================================================

examples/basic/installation_example.py

@@ -205,11 +205,12 @@ def show_usage_examples():
 # Set up authentication
 credential = InteractiveBrowserCredential()
 
-# Create client
-client = DataverseClient(
-    "https://yourorg.crm.dynamics.com",
-    credential
-)
+# Recommended: use context manager for connection pooling and automatic cleanup
+with DataverseClient("https://yourorg.crm.dynamics.com", credential) as client:
+    ...  # all operations here
+
+# Or without context manager:
+client = DataverseClient("https://yourorg.crm.dynamics.com", credential)
 ```
 
 CRUD Operations:
@@ -307,19 +308,18 @@ def interactive_test():
         credential = InteractiveBrowserCredential()
 
         print("  Creating client...")
-        client = DataverseClient(org_url.rstrip("/"), credential)
-
-        print("  Testing connection...")
-        tables = client.tables.list()
-        print(f"  [OK] Connection successful!")
-        print(f"  Found {len(tables)} tables in environment")
-
-        custom_tables = client.tables.list(
-            filter="IsCustomEntity eq true",
-            select=["LogicalName", "SchemaName"],
-        )
-        print(f"  Found {len(custom_tables)} custom tables (filter + select)")
-        print(f"  Connected to: {org_url}")
+        with DataverseClient(org_url.rstrip("/"), credential) as client:
+            print("  Testing connection...")
+            tables = client.tables.list()
+            print(f"  [OK] Connection successful!")
+            print(f"  Found {len(tables)} tables in environment")
+
+            custom_tables = client.tables.list(
+                filter="IsCustomEntity eq true",
+                select=["LogicalName", "SchemaName"],
+            )
+            print(f"  Found {len(custom_tables)} custom tables (filter + select)")
+            print(f"  Connected to: {org_url}")
 
         print("\n  Your SDK is ready for use!")
         print("  Check the usage examples above for common patterns")

src/PowerPlatform/Dataverse/claude_skill/dataverse-sdk-use/SKILL.md

@@ -53,7 +53,13 @@ credential = AzureCliCredential()
 credential = ClientSecretCredential(tenant_id, client_id, client_secret)
 credential = CertificateCredential(tenant_id, client_id, cert_path)
 
-# Create client (no trailing slash on URL!)
+# Create client with context manager (recommended -- enables HTTP connection pooling)
+# No trailing slash on URL!
+with DataverseClient("https://yourorg.crm.dynamics.com", credential) as client:
+    ...  # all operations here
+# Session closed, caches cleared automatically
+
+# Or without context manager:
 client = DataverseClient("https://yourorg.crm.dynamics.com", credential)
 ```