# Session Handoff - v0.4.0 Release Complete
**Session End**: 2026-01-03 02:00 UTC
**Repository**: pyodbc-mcp-server
**Status**: β
**v0.4.0 RELEASED AND PUBLISHED TO PyPI**
---
## π Session Summary
This session accomplished a **complete release cycle** from Phase 3 completion through PyPI publication:
### Major Milestones Achieved
1. β
**Phase 3 (Production Readiness) - Committed**
- Fixed pre-commit hook issues
- Committed all Phase 3 work (193 tests, 83% coverage, 5 documentation guides)
- Pushed to GitHub
2. β
**v0.4.0 Release Created**
- Created git tag v0.4.0
- Published GitHub release with comprehensive notes
- Attached build artifacts (wheel + source distribution)
3. β
**CHANGELOG Updated**
- Added comprehensive v0.4.0 entry
- Documented all Phase 3 achievements
- Updated version history
4. β
**PyPI Publishing Complete**
- Published to Test PyPI: https://test.pypi.org/project/pyodbc-mcp-server/
- Published to Production PyPI: https://pypi.org/project/pyodbc-mcp-server/
- Configured GitHub trusted publishing for automated future releases
- Verified installation: `pip install pyodbc-mcp-server` works
5. β
**README Enhanced**
- Added PyPI badges (version, Python support, license)
- Featured PyPI installation prominently
- Added "What's New in v0.4.0" section
- Simplified configuration examples
---
## π¦ Package Status
### PyPI Publication
**Production PyPI**: https://pypi.org/project/pyodbc-mcp-server/0.4.0/
- β
Published successfully
- β
Installation verified: `pip install pyodbc-mcp-server`
- β
Command-line tool available: `pyodbc-mcp-server --help`
- β
Python import working: `from mssql_mcp_server import server`
**Test PyPI**: https://test.pypi.org/project/pyodbc-mcp-server/0.4.0/
- β
Published successfully
- β
Used for pre-release testing
**GitHub Release**: https://github.com/jjones-wps/pyodbc-mcp-server/releases/tag/v0.4.0
- β
Comprehensive release notes
- β
Build artifacts attached
- β
All Phase 3 achievements documented
### Automated Publishing
GitHub Actions workflow configured for **trusted publishing**:
- β
Test PyPI configured
- β
Production PyPI configured
- β
Workflow tested and verified
**Future releases**: Simply push a new version tag (e.g., `v0.4.1`) and the workflow automatically:
1. Builds the package
2. Creates GitHub release
3. Publishes to Test PyPI
4. Publishes to Production PyPI
---
## π Commits This Session
All work committed and pushed to GitHub:
1. **c6c4d0e** - docs: add v0.4.0 release status and PyPI publishing guide
2. **9a629a7** - ci: enable PyPI publishing in release workflow
3. **75a5fba** - chore: bump version to 0.4.0
4. **1233845** - docs: update CHANGELOG for v0.4.0 release
5. **8ec97f2** - docs: update SESSION_HANDOFF with commit details
6. **59bec6a** - docs: update ROADMAP to reflect Phase 3 completion
7. **b7b4141** - feat: complete Phase 3 (Production Readiness)
8. **e5ea09c** - docs: update RELEASE_STATUS with workflow execution results
9. **43ce1df** - docs: update RELEASE_STATUS with Test PyPI success
10. **13284d6** - docs: update RELEASE_STATUS - v0.4.0 release complete!
11. **9092348** - docs: highlight PyPI installation in README
---
## π Current Project Status
### Version Information
- **Version**: 0.4.0
- **Release Date**: 2026-01-03
- **Status**: Production Ready
### Quality Metrics
- **Tests**: 193/193 passing β
- **Coverage**: 83.36% β
- **Documentation**: 4,893 lines across 5 guides β
- **Tools**: 10 MCP tools β
- **Resources**: 5 MCP resources β
### Phase Completion
- β
Phase 1: Foundation (v0.2.0) - Complete
- β
Phase 2: Feature Completeness (v0.3.0) - Complete
- β
Phase 3: Production Readiness (v0.4.0) - Complete
- β³ Phase 4: Advanced Features (v1.0.0) - Planned
---
## π Documentation
### Files Created/Updated
**Documentation Guides** (5 files, 4,893 lines):
1. `docs/API.md` (1,029 lines) - Complete API reference
2. `docs/CONFIGURATION.md` (778 lines) - Configuration guide
3. `docs/TROUBLESHOOTING.md` (1,188 lines) - 30+ common issues
4. `docs/EXAMPLES.md` (952 lines) - 40+ use cases
5. `docs/DEVELOPMENT.md` (946 lines) - Developer guide
**README Enhancements**:
- Added PyPI installation as primary method
- Added "What's New in v0.4.0" section
- Added PyPI badges
- Simplified Claude Code/Desktop configuration
- Fixed tool count (10 tools)
**Release Documentation**:
- `CHANGELOG.md` - Comprehensive v0.4.0 entry
- `RELEASE_STATUS.md` - Complete release process documentation
- GitHub release notes - All Phase 3 achievements
---
## π Installation & Verification
### For Users
**Install from PyPI**:
```bash
pip install pyodbc-mcp-server
```
**Verify installation**:
```bash
pyodbc-mcp-server --help
```
**Add to Claude Code**:
```bash
claude mcp add mssql --transport stdio \
-e MSSQL_SERVER=your-server \
-e MSSQL_DATABASE=your-database \
-- pyodbc-mcp-server
```
### For Developers
**Clone and setup**:
```bash
git clone https://github.com/jjones-wps/pyodbc-mcp-server.git
cd pyodbc-mcp-server
pip install -e ".[dev]"
```
**Run tests**:
```bash
pytest
```
**Verify environment**:
```bash
pytest --tb=no -q # Quick test run
pytest --cov # With coverage
```
---
## π Release Workflow Summary
The complete release process executed this session:
1. β
**Pre-Release**
- Fixed pre-commit hook issues
- Ran full test suite (193 tests passing)
- Updated documentation
2. β
**Version Bump**
- Updated `pyproject.toml` to 0.4.0
- Committed version change
3. β
**CHANGELOG**
- Added comprehensive v0.4.0 entry
- Documented all features and improvements
- Committed changes
4. β
**Git Tag**
- Created annotated tag `v0.4.0`
- Pushed tag to GitHub
5. β
**GitHub Release**
- Created release via `gh release create`
- Added comprehensive release notes
- Attached build artifacts
6. β
**PyPI Publishing**
- Configured GitHub trusted publishing
- Published to Test PyPI
- Published to Production PyPI
- Verified installation
7. β
**Documentation Update**
- Updated README with PyPI installation
- Created RELEASE_STATUS.md
- Committed all changes
---
## π Security Configuration
### GitHub Trusted Publishing
Configured for both Test PyPI and Production PyPI:
- β
No API tokens required (uses OIDC)
- β
Secure, automated publishing
- β
Easy to audit and revoke
**Configuration**:
- Repository: `jjones-wps/pyodbc-mcp-server`
- Workflow: `release.yml`
- Environments: `test-pypi` and `pypi`
---
## π Repository Structure
```
pyodbc-mcp-server/
βββ src/mssql_mcp_server/ # Source code
β βββ server.py # 10 tools, 5 resources
β βββ config.py # Configuration management
β βββ health.py # Health checks
β βββ errors.py # Error handling
βββ tests/ # 193 tests, 83% coverage
β βββ conftest.py
β βββ test_server.py
β βββ test_integration.py
β βββ test_resources.py
β βββ test_async.py
β βββ test_config.py
β βββ test_health.py
β βββ test_errors.py
βββ docs/ # 4,893 lines of documentation
β βββ API.md
β βββ CONFIGURATION.md
β βββ TROUBLESHOOTING.md
β βββ EXAMPLES.md
β βββ DEVELOPMENT.md
βββ .github/workflows/
β βββ release.yml # Automated PyPI publishing
βββ README.md # Enhanced with PyPI info
βββ CHANGELOG.md # v0.4.0 entry added
βββ RELEASE_STATUS.md # Complete release documentation
βββ pyproject.toml # Version 0.4.0
βββ config.example.toml # Example configuration
```
---
## π― Next Steps
### Immediate (Next Session)
The release is **complete**. No immediate actions required.
Optional enhancements:
1. Monitor PyPI download stats
2. Gather user feedback
3. Address any installation issues
4. Plan Phase 4 features
### Future Development (Phase 4)
According to ROADMAP.md, Phase 4 goals include:
- Connection pooling (lifespan API)
- Async conversion (asyncer)
- Advanced query capabilities
- Performance optimizations
- Query result caching
- Batch operations
**Phase 4 Start**: When ready to begin advanced features
---
## π‘ Key Learnings
### Release Process
1. **GitHub Trusted Publishing is Superior**
- No API tokens to manage or rotate
- Secure OIDC-based authentication
- Automatic, auditable
2. **Test PyPI is Essential**
- Validates publishing workflow before production
- Allows installation testing without production consequences
3. **Comprehensive Documentation Matters**
- Clear installation instructions reduce support burden
- Examples accelerate user adoption
- Troubleshooting guides prevent issues
### Development Process
1. **Incremental Commits**
- Version bump β CHANGELOG β Tag β Release
- Each step committed separately for clarity
2. **Automation Pays Off**
- GitHub Actions handles building and publishing
- One-time setup enables effortless future releases
3. **Testing Before Publishing**
- Test installation from TestPyPI
- Verify CLI works
- Check Python imports
- Confirm all dependencies install correctly
---
## π Contact Information
**Project**: pyodbc-mcp-server
**Owner**: Jack Jones (jjones-wps)
**Status**: β
Production Ready, Published on PyPI
**Version**: 0.4.0
**Links**:
- PyPI: https://pypi.org/project/pyodbc-mcp-server/
- GitHub: https://github.com/jjones-wps/pyodbc-mcp-server
- Documentation: https://github.com/jjones-wps/pyodbc-mcp-server/tree/master/docs
---
## β
Session Checklist
- [x] Phase 3 work committed
- [x] Version bumped to 0.4.0
- [x] CHANGELOG updated
- [x] Git tag created (v0.4.0)
- [x] GitHub release published
- [x] Test PyPI published
- [x] Production PyPI published
- [x] Installation verified
- [x] README updated
- [x] RELEASE_STATUS.md created
- [x] All changes pushed to GitHub
- [x] Working tree clean
- [x] SESSION_HANDOFF.md updated
---
**Last Updated**: 2026-01-03 02:00 UTC
**Session Status**: β
COMPLETE - v0.4.0 Released and Published
**Next Action**: Enjoy the release! π