add-dataverse

1**📋 Shared Instructions: [shared-instructions.md](../../shared/shared-instructions.md)** - Cross-cutting concerns.
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3**References:**
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5- [dataverse-reference.md](./references/dataverse-reference.md) - Picklist fields, virtual fields, lookups, file/image columns, form patterns (CRITICAL)
6- [api-authentication-reference.md](./references/api-authentication-reference.md) - Dataverse API auth, token, publisher prefix
7- [table-management-reference.md](./references/table-management-reference.md) - Query, create, extend tables and columns
8- [data-architecture-reference.md](./references/data-architecture-reference.md) - Relationship types, dependency tiers
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10# Add Dataverse
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12Two paths: **existing tables** (skip to Step 5) or **new tables** (full workflow).
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14## Workflow
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161. Plan → 2. Setup API Auth → 3. Review Existing Tables → 4. Create Tables → 5. Add Data Source → 6. Review Generated Files → 7. Build
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18---
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20### Step 1: Plan
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22Check memory bank for project context. Ask the user:
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241. Which Dataverse table(s) do they need? (e.g., `account`, `contact`, `cr123_customentity`)
252. Do the tables **already exist** in their environment, or do they need to **create new** ones?
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27**If tables already exist:** Skip to Step 5.
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29**If creating new tables:**
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31- Ask about the data they need and design an appropriate schema
32- Use standard Dataverse tables when appropriate (`contact` for people, `account` for organizations)
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