diff --git a/.agents/skills/add-tools/SKILL.md b/.agents/skills/add-tools/SKILL.md index e9d5bb839af..ddcb7a625bd 100644 --- a/.agents/skills/add-tools/SKILL.md +++ b/.agents/skills/add-tools/SKILL.md @@ -83,10 +83,11 @@ export const {serviceName}{Action}Tool: ToolConfig< description: 'Brief description', // One sentence version: '1.0.0', - // OAuth config (if service uses OAuth) + // Required whenever the tool takes a saved credential — browser OAuth or service account oauth: { required: true, - provider: '{service}', // Must match OAuth provider ID + provider: '{service}', // Must match the service id in OAUTH_PROVIDERS + // credentialKind: 'service-account', // service-account-only integrations }, params: { @@ -186,6 +187,8 @@ fallback, or caller-controlled `_context` authority. - `'user-or-llm'` - User provides OR LLM can compute (search queries, content, filters, most fall into this category) - `'llm-only'` - Computed by the LLM only; never shown as a user field +A tool with a `credential` or `oauthCredential` param must declare `oauth: { required: true, provider }`, service-account-only integrations included: without it, token resolution rejects every credential at run time, and `bun run check:tool-param-reachability` fails. + A required `'hidden'` param needs an `oauth` declaration or `hosting.apiKeyParam` to supply it (`bun run check:tool-param-reachability`). A declared `timeout` param is an ordinary tool input — put it in the request body or URL yourself if the provider expects it; it becomes Sim's millisecond request deadline only when the tool sets `timeoutParamIsDeadline: true` (e.g. `http_request`). A `method` param on a tool with a fixed `request.method` would be sent as the HTTP verb, so the same audit rejects it. diff --git a/.agents/skills/validate-integration/SKILL.md b/.agents/skills/validate-integration/SKILL.md index 7b66d8be903..afc070e00b5 100644 --- a/.agents/skills/validate-integration/SKILL.md +++ b/.agents/skills/validate-integration/SKILL.md @@ -217,6 +217,7 @@ For **each tool** in `tools.access`: - Long text/content → `long-input` - True/false → `switch` (a Yes/No `dropdown` only when the tool needs a third "unset" state) - Credentials → `oauth-input` with correct `serviceId` + - Every tool with a `credential`/`oauthCredential` param declares `oauth: { required: true, provider }` matching that `serviceId`, plus `credentialKind: 'service-account'` when only service accounts are supported - [ ] Dropdown `value: () => 'default'` is set for dropdowns with a sensible default - [ ] Every `short-input`, `long-input`, `code`, and selector subBlock has a `placeholder` — including password fields (`Enter your API key`). Formatted values show the shape diff --git a/apps/desktop/package.json b/apps/desktop/package.json index 4c10754afc6..87b3699ca7a 100644 --- a/apps/desktop/package.json +++ b/apps/desktop/package.json @@ -54,7 +54,7 @@ "@types/node": "24.19.2", "@types/react": "^19", "@types/react-dom": "^19", - "electron": "43.5.0", + "electron": "43.8.1", "electron-builder": "26.15.3", "esbuild": "0.28.2", "jsdom": "^26.0.0", diff --git a/apps/realtime/src/bootstrap.ts b/apps/realtime/src/bootstrap.ts index bf0840fb05f..8f11614412a 100644 --- a/apps/realtime/src/bootstrap.ts +++ b/apps/realtime/src/bootstrap.ts @@ -3,9 +3,18 @@ * loading the Socket.IO server, whose modules (`@/env`, DB preflight) read env * at import time. See `@sim/runtime-secrets`. */ +import { createLogger } from '@sim/logger' import { loadRuntimeSecrets } from '@sim/runtime-secrets' +import { distrustCompromisedRoots } from '@sim/security/tls-trust' +const tlsTrust = distrustCompromisedRoots() await loadRuntimeSecrets() +const logger = createLogger('Bootstrap') +if (tlsTrust.unsupported || tlsTrust.error) { + logger.error('Could not distrust compromised CA roots', tlsTrust) +} else if (tlsTrust.removed.length > 0) { + logger.info('Distrusted compromised CA roots', { removed: tlsTrust.removed }) +} /** * Pin this process to the `realtime` DB role — covering both the realtime * `socketDb` pool and the shared `@sim/db` client used by handlers, preflight, diff --git a/apps/sim/app/api/mothership/chats/recall/route.ts b/apps/sim/app/api/mothership/chats/recall/route.ts new file mode 100644 index 00000000000..fb239b9de8b --- /dev/null +++ b/apps/sim/app/api/mothership/chats/recall/route.ts @@ -0,0 +1,24 @@ +import { readRecallChatsContract } from '@/lib/api/contracts/mothership-chat-recall' +import { + defineInternalJsonRoute, + internalOrchestrationErrorPolicy, + internalRateLimits, +} from '@/lib/api/server/routes' +import { internalCopilotAuth } from '@/lib/mothership/auth/internal' +import { + RECALL_CHATS_AUDIENCE, + readRecallChats, + readRecallChatsOperation, +} from '@/lib/mothership/chat/application/read-recall-chats' + +export const POST = defineInternalJsonRoute({ + contract: readRecallChatsContract, + auth: internalCopilotAuth(RECALL_CHATS_AUDIENCE, { organization: true }), + operation: readRecallChatsOperation, + rateLimit: internalRateLimits.none({ + reason: "Authenticated worker lists the chat owner's other live chats it may read back.", + }), + errorPolicy: internalOrchestrationErrorPolicy, + mapInput: ({ body }) => body, + useCase: readRecallChats, +}) diff --git a/apps/sim/bootstrap.ts b/apps/sim/bootstrap.ts index bc2e92b882c..8342d1cba5b 100644 --- a/apps/sim/bootstrap.ts +++ b/apps/sim/bootstrap.ts @@ -3,9 +3,18 @@ * loading the Next.js standalone server, so application modules that read env at * import time see the full configuration. See `@sim/runtime-secrets`. */ +import { createLogger } from '@sim/logger' import { loadRuntimeSecrets } from '@sim/runtime-secrets' +import { distrustCompromisedRoots } from '@sim/security/tls-trust' +const tlsTrust = distrustCompromisedRoots() await loadRuntimeSecrets() +const logger = createLogger('Bootstrap') +if (tlsTrust.unsupported || tlsTrust.error) { + logger.error('Could not distrust compromised CA roots', tlsTrust) +} else if (tlsTrust.removed.length > 0) { + logger.info('Distrusted compromised CA roots', { removed: tlsTrust.removed }) +} // `server.js` is the Next standalone build artifact, a sibling of this file in // the image; it does not exist at type-check time, so the specifier is held in a // variable to keep it out of static module resolution. diff --git a/apps/sim/content/changelog/README.md b/apps/sim/content/changelog/README.md index c2503e07c97..682d8c4f25c 100644 --- a/apps/sim/content/changelog/README.md +++ b/apps/sim/content/changelog/README.md @@ -10,7 +10,7 @@ The [editorial and media standard](./editorial-standard.md) defines story select ## What earns an entry -A public update needs one clear benefit, verified availability, a useful next step, and at least one reviewed feature image or video in the article. The cover alone is not enough. A reader should understand what they can now do and see evidence of that capability. A smaller improvement can join a related edition; it does not need its own announcement because a technical version shipped. +A public update needs one clear benefit, verified availability, a useful next step, and at least one reviewed image or video in the article. The cover alone is not enough. A reader should understand what they can now do. Product claims need independent evidence even when the lead image is a conceptual illustration. A smaller improvement can join a related edition; it does not need its own announcement because a technical version shipped. Review candidates twice a week and publish when a story meets that bar. Skip an edition if there is nothing meaningful to announce. Use a separate entry for a substantial launch. Aim for one lead story and a short selection of related improvements or fixes, rather than reproducing every commit. The GitHub release link carries the complete technical history. @@ -29,7 +29,7 @@ Each new update has one folder containing its public `index.mdx` and a non-rende | Gather evidence | Feature owner | Merged PRs, release version, deployment and permission availability, and a working example | | Choose the story | Editor | One headline, the situation it helps with, and related improvements worth including | | Prepare drafts | Editor, assisted by Codex | `index.mdx` with `draft: true`, demo shot list, and social/email copy in `production.md` | -| Produce media | Feature owner | Real product recording, poster, and captions for speech | +| Produce media | Feature owner and editor | Real product capture, verified diagram, or original editorial illustration; poster and captions for video | | Review | Feature owner and editor | Confirm the actual feature, rollout, and media; verify links and approve consistent copy | | Deploy | Site maintainer | Merge the reviewed entry with `draft: false`; website, detail page, archive, sitemap, and RSS update together | | Distribute | Editor | Send the reviewed announcement after the public URL and demo work | diff --git a/apps/sim/content/changelog/editorial-standard.md b/apps/sim/content/changelog/editorial-standard.md index e26b6e688e2..45fd4084f5b 100644 --- a/apps/sim/content/changelog/editorial-standard.md +++ b/apps/sim/content/changelog/editorial-standard.md @@ -4,9 +4,11 @@ Use this contract for the Sim drafting workflow and the final editorial review. ## Choose the right-sized story -A standalone update needs a meaningful capability, a substantial improvement to an existing task, or an action-required notice. State what a team can do, the situation it helps with, and how the proposed media will demonstrate it. +A standalone update needs a meaningful capability, a substantial improvement to an existing task, or an action-required notice. State what a team can do, the situation it helps with, and how the proposed media supports the story. -Routine retry fixes, loading improvements, internal refactors, and small polish belong in a related edition's short Improvements or Fixes section. Keep unrelated maintenance in the technical release history. A batch of commits is not a story. Defer a batch with only supporting notes instead of padding it into a launch. An urgent breaking change needs a timely notice and a verified explanatory image when there is no useful product screen. +Choose by product impact, not commit type, integration count, or ease of screenshotting. Consider Chat, Search, Files, Tables, collaboration, building and running agents, and account controls alongside integrations and models. Ask what a team can do differently, what recurring friction was removed, or what action it must take. Compare credible alternatives before choosing the lead; do not turn an implementation mechanism into a launch to create variety. Integrations can lead when their benefit is the strongest story, but operation counts alone are not a headline. + +A substantial product fix can join a related edition's short Improvements or Fixes section. Keep routine input validation, retry handling, cancellation cleanup, internal race fixes, refactors, and small polish in the technical release history; a clearer error alone is not an action-required notice. A batch of commits is not a story. Defer a batch with only supporting notes instead of padding it into a launch. An urgent breaking change needs a timely notice and a verified explanatory image when there is no useful product screen. Keep existing article URLs, original dates, and RSS identities when refining historical copy. Do not merge existing entries just to make a larger announcement. Preserve material version, permission, and rollout restrictions. @@ -28,6 +30,8 @@ Use short active sentences and familiar words. Technical identifiers, retry timi Choose the format before capture. A screenshot suits a state or configuration. A 20–45 second recording suits an interaction. A clearly labeled, verified diagram suits an invisible system change. Generated art can explain a concept, but cannot stand in for product evidence. +An original editorial illustration can be the article's lead image when a concept is clearer than a product capture. Use Sim's restrained monochrome, painterly landscape or architectural style, with no baked-in headline, fabricated UI, or invented results. Describe it as an illustration in alt text and record its prompt, provenance, and final asset in the production brief. Independently verify the feature and rollout; artwork never establishes either. Choose the story first and the appropriate media second. + Every production brief records: 1. The exact claim and what the demonstration does not establish. diff --git a/apps/sim/content/changelog/maintenance-workflow.md b/apps/sim/content/changelog/maintenance-workflow.md index 8360fe1f6e7..c832715007c 100644 --- a/apps/sim/content/changelog/maintenance-workflow.md +++ b/apps/sim/content/changelog/maintenance-workflow.md @@ -52,7 +52,9 @@ The GitHub tool supports pagination parameters, but the current visual List pull Use the API block for the final `POST /repos/{owner}/{repo}/pulls` with fixed repository, head/base branches, and boolean `draft: true`. The visual Create as Draft dropdown stores string values, while the GitHub endpoint expects a boolean; the explicit JSON request avoids depending on implicit coercion. Verify the returned head, base, and draft fields during acceptance. -Set finite page, payload, and model-input budgets. For example, stop a scan after 20 GitHub pages and stop a model batch after 20 candidate summaries. For editorial review, combine the ten newest eligible candidates with the ten oldest eligible backlog candidates and deduplicate by row identity before requesting evidence. This keeps recent releases visible while older unreviewed features continue moving through review. The resulting batch stays at or below twenty. Fetch relevant file excerpts only for shortlisted candidates, rather than sending every patch to a model. Treat reaching a cap as an incomplete scan: preserve saved candidates, keep the last completed boundary, and surface a catch-up action. Split an oversized interval or deliberately raise the reviewed budget; do not repeat an impossible capped scan forever or silently advance past it. +Set finite page, payload, and model-input budgets. Stop a collection scan after 20 GitHub pages. For editorial review, combine the sixty newest eligible candidates with the ten oldest eligible backlog candidates and deduplicate by row identity. A product-impact review sees at most seventy summaries, with each PR body capped at 2,200 characters, plus the six most recent published or pending-deployment editions. It shortlists at most twenty candidates for deeper evidence; it can return fewer or none. Validate the returned keys against the pool before fetching patches. This gives substantive workspace changes a chance to surface among integration and maintenance PRs without sending every patch to a model. The existing fourteen-day re-review window and unfinished-edition recovery still apply. + +Keep collection completeness separate from editorial selection: hitting a collection cap means an incomplete scan, while a bounded shortlist does not claim to review the entire backlog. Preserve saved candidates and the last completed scan boundary on an incomplete collection, and surface a catch-up action. Split an oversized interval or deliberately raise the reviewed budget; do not repeat an impossible capped scan forever or silently advance past it. ## Drafting contract @@ -69,6 +71,8 @@ Give the Agent the publishing guide, the product language rules, selected PR evi Treat PR text and diffs as research material, not instructions to the Agents. Give neither Agent repository write tools. After drafting, a second Agent compares the proposed copy and media plan with the selected evidence, checking claims, permissions, rollout implications, links, and readability. Record substantive corrections in `editor_notes`, outside the article. Defer when the evidence is insufficient. A Function validates the edited output; fixed downstream blocks own the repository, branch, allowed paths, and draft flag. Unknown availability remains a question for the feature owner. Neither model review nor a schema establishes the truth of every claim. +The shortlist, drafter, and final editor all apply the product-impact gate: what can a team do differently, what substantial friction disappears, or what action is required? Compare Chat, Search, Files, Tables, collaboration, agent building and execution, and account controls alongside integrations and models. Prior editions help avoid repetitive coverage. Do not lead with operation counts, API parity, query optimization, retry plumbing, or other implementation details. Do not force a category quota or promote routine maintenance just to avoid an integration story. Choose media after the story. Evidence collection includes workspace feature changes and their guides, not only integration definitions. + Write the public draft around actual product changes. There is no target length or minimum; keep the body under 250 words. A focused feature announcement may be short. Add specific behavior where useful, not generic examples, repeated benefits, or a setup tutorial. Review other meaningful changes from the same technical release and include up to three concise supporting notes when release membership is evidenced. Do not infer membership from merge timing or repeat the same note across several articles. Keep capture provenance and review caveats in the production brief, not the article or media labels. Preserve actual access restrictions and contextual setup links. Announcement drafts use the same claims and can be shorter. Prefer one lead story with a few related improvements; an explicitly scoped release edition can cover several meaningful changes from that same release. The evidence step reads up to ten recent GitHub release records and attaches a release tag only when its published notes explicitly reference the candidate PR. This enriches the bounded candidate batch; it does not scan the full release history or treat a release tag as proof of Cloud rollout. Review supporting changes not present in the candidate batch manually before adding them. Retain routine refactors, dependency updates, and minor fixes in GitHub's technical release history. Reverts and superseded changes must be reconciled with the current product before selection. Consequential breaking changes, deprecations, and required actions bypass the scheduled editorial cadence; they need a timely notice and a clear next step. @@ -83,10 +87,12 @@ The first draft PR can contain only `production.md`: proposed article text, sour ## Media without a separate production project -The feature owner supplies one real screenshot or a focused 20–45 second recording from a dedicated demo workspace. Reuse the product's current theme and typography. The workflow prepares the steps and copy; the owner confirms the resulting screen actually demonstrates the claim. +When a product capture is the right medium, the feature owner supplies a real screenshot or a focused 20–45 second recording from a dedicated demo workspace. Reuse the product's current theme and typography. The workflow prepares the steps and copy; the owner confirms the resulting screen actually demonstrates the claim. From that approved capture, prepare the optimized MP4 when applicable, a local poster/cover, descriptive alt text, and WebVTT captions if there is speech. Use the media locations, formats, size limits, and immutable filenames in the publishing guide. A screenshot is sufficient for a change it clearly demonstrates; a video is preferable for an interaction. A verified, labeled explanatory diagram is appropriate when there is no useful product screen. +An original editorial illustration is also an accepted lead image. The structured plan uses `illustration` with zero duration, describes the composition, and records independent feature verification in its demonstration limits. Follow the restrained monochrome landscape or architectural direction in the editorial standard. Record the prompt and provenance, identify the illustration in alt text, and review the final asset on desktop and mobile. Generated art does not prove the feature or rollout, and never depicts fabricated product controls or results. + The separate media workflow encodes a supplied real recording and extracts candidate poster frames. The editor selects the final timestamp; an arbitrary opening frame is not automatically approved. Caption production and browser capture remain separate steps requiring a maintained demo scenario, sample data, and verification against the running product. AI-generated product controls or results are never evidence. Review captions and the final compressed asset before use. Plan for two short editorial reviews per week, plus the feature owner's capture time for selected stories. Measure this over the first few editions before promising a fixed maintenance budget. Automate repeated capture scenarios after they prove stable. diff --git a/apps/sim/content/changelog/search-across-sources/index.mdx b/apps/sim/content/changelog/search-across-sources/index.mdx new file mode 100644 index 00000000000..c9a7d5a42a2 --- /dev/null +++ b/apps/sim/content/changelog/search-across-sources/index.mdx @@ -0,0 +1,35 @@ +--- +slug: search-across-sources +title: 'More relevant results across your connected sources' +description: 'Sim Search surfaces closer matches across connected sources. Also: sign out other devices and edit more of your Excel workbooks.' +date: '2026-10-19T16:00:00Z' +authors: [waleed] +tags: [Search, Workspace] +ogImage: /changelog/search-clear-path-v1.jpg +ogAlt: 'Monochrome illustration of a winding path through a mountain valley' +technical: false +draft: false +release: + versions: [v0.9.25, v0.9.26, v0.9.27] +--- + + + +Search brings closer matches to the top across your connected sources. Documents whose titles and previews match your query can surface ahead of weaker results from another app, so finding the right information depends less on knowing where it lives. + +Introduced in v0.9.25, this applies to keyword searches sorted by relevance in Search and Sim's search tools. v0.9.26 also recognizes short terms such as “AI” and “VM” when ordering matches. [Connect your sources](https://docs.sim.ai/search); results respect your account's access and your organization's source settings. + +### Also in v0.9.26 + +- **Sign out other devices** in Settings → General ends your other sessions while keeping your current session and connected apps; sign-out can take up to five minutes. + +### Also in v0.9.27 + +- **[Microsoft Excel](/integrations/microsoft-excel):** Find worksheets and tables, manage rows, write formulas, and format or sort ranges in OneDrive for Business and SharePoint workbooks. A Microsoft business account is required; reconnect an existing account for SharePoint browsing. [Excel setup](https://docs.sim.ai/integrations/microsoft_excel). + +Read the full technical notes for [v0.9.25](https://github.com/simstudioai/sim/releases/tag/v0.9.25), [v0.9.26](https://github.com/simstudioai/sim/releases/tag/v0.9.26), and [v0.9.27](https://github.com/simstudioai/sim/releases/tag/v0.9.27). diff --git a/apps/sim/content/changelog/search-across-sources/production.md b/apps/sim/content/changelog/search-across-sources/production.md new file mode 100644 index 00000000000..38f94340ec4 --- /dev/null +++ b/apps/sim/content/changelog/search-across-sources/production.md @@ -0,0 +1,54 @@ +# More relevant results across your connected sources + +Edition: 2026-10-19. Canonical: https://www.sim.ai/changelog/search-across-sources. + +## Editorial selection + +Lead with a meaningful improvement to finding information across connected sources. The previous Excel-only brief emphasized an operation count and repeated the recent integration-led editions. Excel remains useful supporting coverage, without a count-led headline. Sign out other devices is a concrete account control, not an announcement of its authentication implementation. + +Compared recent releases across Search, Chat, Files, account controls, and integrations. Project file work remains behind the Projects flag with its UI outside the source PR; computer-use organization rollout is not a general-availability launch. Dependency changes, internal execution guards, and new comparison articles remain in technical release notes. The reverted Jira search changes are not announced. + +## Source and release evidence + +| Product claim | Source | Explicit release membership | +| --- | --- | --- | +| Keyword results compare matches across sources; Search and Sim's search tools share the behavior | [#9134](https://github.com/simstudioai/sim/pull/9134) | [v0.9.25](https://github.com/simstudioai/sim/releases/tag/v0.9.25) | +| Short terms such as AI and VM contribute to matching | [#9158](https://github.com/simstudioai/sim/pull/9158) | [v0.9.26](https://github.com/simstudioai/sim/releases/tag/v0.9.26) | +| General settings can end other sessions; connected apps remain authorized and cached sessions can take five minutes to expire | [#9181](https://github.com/simstudioai/sim/pull/9181) | v0.9.26 | +| Expanded Excel editing, business-account requirement, and reconnection for SharePoint browsing | [#9203](https://github.com/simstudioai/sim/pull/9203) | [v0.9.27](https://github.com/simstudioai/sim/releases/tag/v0.9.27) | + +Release membership comes from the published release bodies, not merge dates. The original morning brief preceded v0.9.27; its missing release evidence is superseded by the published release. This combined edition uses its canonical URL as the RSS GUID and omits a single `release.url`. + +## Availability and limitations + +- Reviewed the released Search implementation and successful production deployment independently of the illustration. Ordinary keyword searches sorted by relevance use the changed behavior; date ordering and provider-native query modes are not described as changed. +- Search requires enabled organization sources and the reader's existing access. [Search guide](https://docs.sim.ai/search). +- Production General settings exposes Sign out other devices; the control was inspected without activating it. +- Verified the expanded Excel catalog and [live setup guide](https://docs.sim.ai/integrations/microsoft_excel). No workbook mutation or connected Microsoft account is claimed. +- Confirm hosted article, media, canonical/schema, discovery, and previous feed identities after the normal staging deployment. Staging verification does not mark the production edition published. + +## Media production + +Format: original generated editorial illustration, not a screenshot or a feature demonstration. + +Concept: a clear winding path through a mountain valley represents finding relevant information across sources. Restrained monochrome gouache/graphite, paper grain, atmospheric depth, and no text or interface chrome follow the supplied Sim visual references. The illustration does not establish retrieval quality, availability, or measured performance. + +Generated using the built-in imagegen tool. Prompt: “Create an editorial illustration about finding relevant information across connected sources: a broad mountain valley with several subtle trails meeting into one legible winding path toward a luminous distant pass. Quiet monochrome graphite and hand-painted gouache, fine paper grain, faceted rock, silvery mist, soft light, restrained contrast and atmospheric depth. Wide landscape, readable at mobile width. No text, logos, fabricated UI, arrows, or glowing effects.” + +Final asset: `/changelog/search-clear-path-v1.jpg`, 1672 × 941, optimized JPEG derived from the generated PNG. Full prompt and original generation retained in the private production record. Existing shared media frame and lightbox supply rounded corners and controls. + +## Publication review + +- [x] Source, rollout, copy, and linked guides reviewed. +- [x] Final illustration reviewed in the actual desktop and mobile article. +- [x] Article, image viewer, canonical/schema, index/archive/RSS/sitemap and draft exclusion checked locally. +- [ ] Repository checks and both current-head PR reviews complete. +- [ ] Deployed staging article and media checked after merge. + +## Announcement drafts + +**Social:** Sim Search brings closer matches to the top across your connected sources. Also in this update: sign out your other devices and edit more of your Excel workbooks. https://www.sim.ai/changelog/search-across-sources + +**Email:** Find more relevant results across the sources you use in Sim. Keyword searches compare matches across apps, including short terms such as AI and VM. You can also sign out other devices from General settings and use expanded Excel editing with a Microsoft business account. Read the update: https://www.sim.ai/changelog/search-across-sources + +Do not distribute before the production article is verified. The article carries the full access and reconnection requirements. diff --git a/apps/sim/content/library/apache-2-0-vs-fair-code/index.mdx b/apps/sim/content/library/apache-2-0-vs-fair-code/index.mdx index 263cbfc9773..b83a56a90bf 100644 --- a/apps/sim/content/library/apache-2-0-vs-fair-code/index.mdx +++ b/apps/sim/content/library/apache-2-0-vs-fair-code/index.mdx @@ -5,10 +5,10 @@ description: 'Which AI agent builders are Apache 2.0 or MIT licensed? Compare Ap seoTitle: 'Apache 2.0 vs Fair-Code Licenses: Sim vs n8n' seoDescription: 'Apache 2.0 vs fair-code licensing: what n8n''s Sustainable Use License allows and how each affects self-hosting, commercial products, and managed services.' date: 2026-07-14 -updated: 2026-10-17 +updated: 2026-10-20 authors: - andrew -readingTime: 22 +readingTime: 28 tags: [Apache 2.0, Fair-Code, Open Source, Self-Hosting, n8n, Sim] ogImage: /library/apache-2-0-vs-fair-code/cover.jpg draft: false @@ -109,6 +109,16 @@ faq: a: "Open-source AI agent builders still incur infrastructure, model, storage, networking, security, maintenance, and staffing costs. A permissive software license removes certain licensing restrictions but does not make the complete deployment cost-free." - q: "Can local models be used with self-hosted Sim?" a: "Self-hosted Sim can use Ollama, vLLM, LM Studio, or LiteLLM without requiring Sim Enterprise. Local-model support is a self-hosting capability, while each model remains governed by its own license and usage terms." + - q: "What is the difference between Apache 2.0 and fair code?" + a: "Apache 2.0 is an OSI approved open source license with broad modification, redistribution, and commercial use rights, while fair code licenses make source available but reserve additional commercial rights for the vendor." + - q: "What license does n8n use?" + a: "n8n uses the Sustainable Use License for its publicly available source code as of October 2026." + - q: "Can a consultant build n8n workflows for clients?" + a: "n8n permits consulting and support services under the examples in its Sustainable Use License as of October 2026, provided the arrangement does not become a prohibited hosted commercial offering." + - q: "Does Apache 2.0 let me remove attribution?" + a: "Apache 2.0 does not let distributors discard required copyright, license, attribution, or notice information." + - q: "Which license is better for self hosting, Apache 2.0 or n8n's Sustainable Use License?" + a: "Apache 2.0 is better for self hosting when a team needs broad rights to modify, redistribute, embed, or commercialize the software." --- **As of October 2026, the self-hostable AI agent builders and automation platforms with a permissive Apache 2.0 or MIT license are Sim (Apache 2.0 core), Langflow (MIT), Activepieces (MIT core), Kestra (Apache 2.0), Node-RED (Apache 2.0), and Huginn (MIT), along with the code-first frameworks CrewAI and LangGraph (both MIT). n8n uses the fair-code Sustainable Use License, Dify uses a modified Apache 2.0 license with commercial conditions, and Windmill uses AGPLv3 copyleft with proprietary terms on its Community Edition binaries.** @@ -175,6 +185,16 @@ Fair-code is not one standardized license. The permissions depend on the exact l **Apache 2.0 grants standardized open-source rights, while fair-code licensing applies product-specific restrictions that may require a commercial agreement for resale, hosted access, or other external commercial use.** +Apache 2.0 is an [OSI approved open source license](https://opensource.org/license/apache-2-0). Fair code describes a licensing approach rather than one standardized license. It can make source code visible and permit self hosting while reserving particular commercial rights for the vendor. + +## Key facts at a glance + +Sim's core is licensed under Apache 2.0 and can be self hosted, modified, and redistributed under that license. Code in `apps/sim/ee` has separate production and redistribution restrictions under the [Sim Enterprise License](https://github.com/simstudioai/sim/blob/main/apps/sim/ee/LICENSE). + +As of October 2026, n8n is source available under the [Sustainable Use License](https://docs.n8n.io/n8n-community-license). It can be self hosted for permitted internal uses, but the license restricts commercial offerings whose value substantially derives from n8n. + +Apache 2.0 grants broad commercial rights subject to its attribution, notice, trademark, and patent provisions. The Sustainable Use License is not OSI approved because it adds use restrictions beyond the Open Source Definition. + ## What are the key licensing facts about Sim and n8n? Sim and n8n have materially different license boundaries as of October 2026. @@ -247,6 +267,34 @@ n8n can also be self-hosted, but self-hosting does not convert its Sustainable U The practical question is therefore not only “Can I install it on my infrastructure?” It is also “What am I allowed to do with that installation?” +## How does self hosting compare between Sim and n8n? + +Sim offers broader self hosting freedom for its Apache 2.0 core. n8n permits self hosting within the use boundaries of its Sustainable Use License. + +### Can an internal team self host Sim or n8n? + +Sim and n8n can both be self hosted for ordinary internal business use, subject to the license covering the specific code being deployed. Sim's Apache 2.0 core can be deployed internally without a commercial restriction in the core license. Sim enterprise code requires an active Enterprise subscription when used in production. + +As of October 2026, n8n's [Sustainable Use License](https://docs.n8n.io/n8n-community-license) permits internal business use when the deployment does not become a restricted commercial offering to customers. + +### Can a company modify the source code? + +Sim's Apache 2.0 core can be modified and redistributed. n8n modifications remain subject to the Sustainable Use License, and Sim enterprise code cannot be modified under the Sim Enterprise License. + +Apache 2.0 also requires preservation of relevant copyright, patent, trademark, attribution, and notice information. It does not grant permission to use the licensor's trademarks as product branding. + +### Can a company sell a hosted service based on the software? + +Sim's Apache 2.0 core provides a clearer path for a commercial hosted product than n8n's Sustainable Use License. Apache 2.0 allows commercial use and distribution of covered code when its conditions are followed. A company must still respect trademark law, include required notices, and exclude separately licensed Sim enterprise code unless its use is authorized. + +As of October 2026, n8n identifies hosting n8n and charging people to access it as a use that the [Sustainable Use License](https://docs.n8n.io/n8n-community-license) does not permit. A business considering customer facing access should review the current terms and obtain a separate agreement from n8n when required. + +### Can a consultancy build workflows for clients? + +As of October 2026, n8n permits consulting and support work within the examples described by its [license documentation](https://docs.n8n.io/n8n-community-license/community-license/license-faq). Sim's Apache 2.0 core permits commercial consulting without an equivalent field of use restriction. + +The important distinction is whether a consultant delivers services around a client's permitted deployment or operates a commercial product whose value substantially derives from giving customers access to n8n. + ## Can Apache 2.0 and fair-code software be offered as managed services? **Apache 2.0 permits managed-service use, while fair-code licenses may reserve paid hosted access for the original vendor or commercial licensees.** @@ -289,6 +337,12 @@ Buyers should read the exact license and map its permissions to the intended dep 7. Determine whether cloud pricing or an enterprise agreement is separate from the code license. 8. Ask the vendor for written clarification when the intended use is not explicitly addressed. 9. Obtain legal advice for material commercial deployments. +10. Identify whether a Sim deployment uses only the Apache 2.0 core or also includes code from `apps/sim/ee`. +11. Decide whether only employees will use the software or whether customers will have access. +12. Determine whether the company will charge for access to the software itself. +13. Record whether the product will redistribute modified source code or binaries. +14. Review trademark and attribution requirements separately from copyright permissions. +15. Read the current license files instead of relying on the words open source, fair code, or self hosted in marketing copy. ## Does Apache 2.0 reduce vendor lock-in? @@ -300,6 +354,14 @@ Apache 2.0 does not eliminate every form of lock-in. Workflows can still depend Fair-code software can also reduce lock-in compared with closed-source software because its code may be inspectable and self-hostable. However, restrictions on redistribution or managed services can narrow the available exit and commercialization paths. +## Why does OSI approval matter? + +OSI approval gives buyers a recognized standard for determining whether a license grants open source freedoms without restricting use by a person, organization, or field of endeavor. + +Apache 2.0 meets that standard. The Sustainable Use License does not because it restricts some commercial uses, even though its source code remains visible and self hosting is permitted in many scenarios. + +For engineering teams, the distinction affects forks, patches, redistribution, and long term deployment flexibility. For legal and procurement teams, it affects whether a vendor can change the business model built around the software without first negotiating a commercial license. + ## Is n8n open source? **As of October 2026, n8n is source-available under the Sustainable Use License, not OSI-approved open source.** @@ -318,6 +380,16 @@ Sim's separately licensed enterprise modules include SSO, SCIM, access control, Apache 2.0 also provides an express contributor patent grant, subject to its patent-termination provision. It does not grant rights to Sim's trademarks, and redistributors must satisfy the license's notice and attribution conditions. +## Is Sim fully licensed under Apache 2.0? + +Sim's core is licensed under Apache 2.0, but the enterprise directory is governed by a separate license. + +The [Sim core license](https://github.com/simstudioai/sim/blob/main/LICENSE) grants broad rights to use, modify, and distribute the covered core code, including for commercial purposes when its conditions are followed. + +Code in `apps/sim/ee`, including SSO, SCIM, access control, access requests, audit logs, white labeling, data retention, data drains, workspace forking, session policies, custom blocks, and credential groups, is covered by the [Sim Enterprise License](https://github.com/simstudioai/sim/blob/main/apps/sim/ee/LICENSE). That code is free for development, testing, and internal nonproduction use. Production use requires an active Sim Enterprise subscription. Modification and redistribution are not permitted. + +This boundary matters when evaluating commercial rights. Apache 2.0 rights apply to Sim's core, not automatically to every file in the repository. + ## How do Sim and n8n compare for self-hosting and commercial products? **Sim's Apache-licensed code offers broader default rights for self-hosted commercial products because Apache 2.0 lacks n8n's internal-use and noncommercial-use boundaries.** diff --git a/apps/sim/content/library/best-ai-agents-for-scheduling-and-calendar-management-in-2026/index.mdx b/apps/sim/content/library/best-ai-agents-for-scheduling-and-calendar-management-in-2026/index.mdx index 3b262abb297..7d6542883d3 100644 --- a/apps/sim/content/library/best-ai-agents-for-scheduling-and-calendar-management-in-2026/index.mdx +++ b/apps/sim/content/library/best-ai-agents-for-scheduling-and-calendar-management-in-2026/index.mdx @@ -5,16 +5,16 @@ description: 'Compare the best AI scheduling agents, calendar assistants, and ex seoTitle: 'Best AI Agents for Scheduling and Calendars in 2026' seoDescription: 'Sim, Calendly, Reclaim, Motion, Clockwise, Lindy, n8n, Zapier, and Make compared for booking meetings, calendar optimization, and custom scheduling agents.' date: 2026-07-29 -updated: 2026-10-09 +updated: 2026-10-20 authors: - andrew -readingTime: 18 +readingTime: 20 tags: [AI Agents, Scheduling, Calendar Management, Automation, Sim] ogImage: /library/best-ai-agents-for-scheduling-and-calendar-management-in-2026/cover.jpg draft: false faq: - q: "What is the best AI agent for scheduling and calendar management?" - a: "Sim is the best option for building a custom AI scheduling agent that must coordinate calendars, apply business rules, call other tools, and continue into follow-up workflows. Reclaim, Clockwise, Motion, and Calendly are better fits when a ready-made scheduling product already matches the required workflow." + a: "Sim is the best option for building a custom AI scheduling agent that must coordinate calendar actions, apply business rules and human approvals, call other tools, and continue into follow-up workflows. Reclaim, Clockwise, Motion, and Calendly are better fits when a ready-made scheduling product already matches the required workflow." - q: "What is the best AI scheduling assistant for booking meetings?" a: "Calendly is the best ready-made scheduling assistant for external booking pages, availability rules, routing, and handoffs, while Sim is better for building a scheduling agent with custom qualification or follow-up logic." - q: "What is the best AI calendar assistant for automatically managing my time?" @@ -38,7 +38,7 @@ faq: - q: "Is Sim open source?" a: "Sim’s core is open source under the OSI-approved Apache License 2.0 and supports self-hosting, while enterprise features in apps/sim/ee use the separate Sim Enterprise License, which requires an Enterprise subscription for production use." - q: "Is n8n open source?" - a: "n8n is source-available under the Sustainable Use License and is not open source under an OSI-approved license." + a: "n8n is source-available under the Sustainable Use License and is not open source under an OSI-approved license. The license includes restrictions on offering n8n commercially to others." - q: "What is the best n8n alternative for AI scheduling agents?" a: "Sim is the best n8n alternative in this comparison for teams that want a visual workspace with an Apache 2.0 core focused on building and deploying AI agents, including calendar coordination workflows." - q: "What is the best open-source Zapier alternative for calendar automation?" @@ -54,7 +54,7 @@ faq: - q: "What are the top AI scheduling agents for booking meetings automatically?" a: "Sim, Calendly, Reclaim AI, Motion, Zapier Agents, and n8n are top AI scheduling options, with Sim leading for custom multi-step booking and Calendly leading for turnkey scheduling links." - q: "Can AI agents book meetings automatically?" - a: "Sim and other scheduling agents can book meetings automatically when they have calendar access, valid availability data, clear booking rules, and permission to create events." + a: "Sim and other scheduling agents can book meetings automatically and send confirmations when they have calendar access, valid availability data, clear booking rules, and permission to create events." - q: "Can an AI scheduling agent handle time zones?" a: "Sim can include time-zone normalization and deterministic checks in a scheduling workflow so candidate times are evaluated consistently before booking." - q: "Can an AI scheduling agent update a CRM after booking?" @@ -75,6 +75,42 @@ faq: a: "Sim should not use a Wait block to await an external invitee response because Wait resumes only after a set time; the later response should enter through a new trigger or webhook." - q: "How do you stop a scheduling workflow when a guardrail fails?" a: "Sim requires a downstream Condition to route on the Guardrails result because the Guardrails block reports passed or failed but does not stop the workflow by itself." + - q: "What is the best AI scheduling agent for teams?" + a: "Sim fits teams building custom scheduling processes, while Clockwise is a strong choice for shared calendar optimization and Calendly is a strong choice for standardized meeting booking." + - q: "What is the best AI scheduling agent for personal productivity?" + a: "Reclaim is a strong AI scheduling agent for protecting habits and focus time, while Motion is a strong choice for combining task planning with calendar scheduling." + - q: "Can an AI scheduling agent reschedule or cancel meetings?" + a: "Sim can support rescheduling and cancellation paths when the connected calendar API permits those actions and the workflow defines the required rules and authorization." + - q: "Can AI scheduling agents prevent double bookings?" + a: "Sim can reduce double bookings by checking current calendar availability immediately before event creation and routing conflicts through a new slot selection step." + - q: "Can AI scheduling agents work with Google Calendar and Outlook?" + a: "Sim can coordinate with calendar services through supported integrations or their APIs, while buyers should confirm the exact actions and permissions required for their Google Calendar or Outlook deployment." + - q: "Can Sim build a calendar scheduling agent?" + a: "Sim can build a calendar scheduling agent that interprets requests, checks constraints, calls a calendar API, pauses for human input, creates an event, and coordinates follow up actions." + - q: "Does an AI scheduling agent need human approval?" + a: "Sim should use human approval when a scheduling decision is sensitive, costly, difficult to reverse, or governed by policy, but routine low risk bookings can often proceed automatically." + - q: "How does human approval work in a Sim scheduling workflow?" + a: "Sim's Human in the Loop block pauses the run and resumes with submitted form fields, after which a downstream Condition must check the approval or rejection field." + - q: "Is Sim better than n8n for scheduling agents?" + a: "Sim is the stronger fit for teams prioritizing an AI native visual building experience and an Apache 2.0 core, while n8n is a strong fit for technical teams prioritizing general source available workflow automation." + - q: "Can Sim be self hosted for scheduling workflows?" + a: "Sim can be self hosted, and any self hosted Sim deployment can connect to local model endpoints provided through Ollama, vLLM, LM Studio, or LiteLLM." + - q: "Does Sim support bring your own model keys?" + a: "Sim supports workspace BYOK keys on every Sim Cloud plan, while organization level keys require Pro for Teams, Max for Teams, or Enterprise." + - q: "What is the best Calendly alternative with AI agents?" + a: "Sim is a strong Calendly alternative when a team needs an agent to reason about requests and coordinate custom work beyond booking links, while Reclaim, Motion, and Clockwise address more specialized calendar optimization needs." + - q: "What is the best Zapier alternative for AI scheduling workflows?" + a: "Sim is a strong Zapier alternative for AI scheduling workflows when open source core code, model choice, self hosting, visual agent logic, and human approval are important." + - q: "How much do AI scheduling agents cost?" + a: "Sim, Calendly, Reclaim, Motion, Clockwise, Lindy, Zapier, and n8n use different combinations of plans, users, tasks, executions, usage allowances, infrastructure, and model costs, so buyers should calculate cost using expected monthly volume and the vendor's current pricing page." + - q: "What should buyers look for in an AI scheduling agent?" + a: "Sim recommends evaluating calendar actions, reasoning quality, conflict handling, approval controls, integrations, observability, deployment options, licensing, and the billing unit that grows with usage." + - q: "What is the best AI scheduling agent for recruiting?" + a: "Sim is a strong choice for a custom recruiting scheduling agent that coordinates candidate details, interviewer availability, recruiter approval, calendar creation, notifications, and applicant record updates." + - q: "What is the best AI scheduling agent for sales meetings?" + a: "Sim is a strong choice for sales scheduling when an agent must qualify a request, apply account ownership rules, request approval, create the meeting, notify participants, and update a CRM." + - q: "Are AI scheduling agents safe to use with executive calendars?" + a: "Sim can support safer executive scheduling when the workflow applies least privilege access, validates request data, requires approval for sensitive meetings, and limits calendar actions to explicitly authorized operations." --- ## TL;DR @@ -115,11 +151,14 @@ Dedicated schedulers are usually faster to deploy for standard booking. Configur | Rank | Product | Best for | Automatic booking | Custom multi-step logic | Human approval | Deployment option | |---:|---|---|---|---|---|---| | 1 | Sim | Custom scheduling agents coordinating calendars, AI decisions, approvals, and business systems | Yes, with a connected calendar service | Strong | Yes | [Sim Cloud or self-hosted](https://docs.sim.ai/platform/self-hosting) | -| 2 | Calendly | Turnkey scheduling links and routing | [Yes](https://calendly.com/scheduling/availability) | [Focused on booking and routing](https://calendly.com/scheduling/routing) | [Limited compared with a general agent workflow](https://calendly.com/scheduling/routing) | [Hosted product](https://calendly.com/pricing) | -| 3 | Reclaim AI | Protecting focus time and optimizing an internal calendar | [Yes, through its scheduling tools](https://reclaim.ai/features/planner) | [Focused on calendar optimization](https://reclaim.ai/features/planner) | [Available in supported AI scheduling flows](https://reclaim.ai/features/planner) | [Hosted product](https://reclaim.ai/pricing) | -| 4 | Motion | Scheduling tasks, projects, and meetings together | [Yes, through its planning tools](https://www.usemotion.com/features/ai-calendar.html) | [Focused on Motion’s planning model](https://www.usemotion.com/features/ai-task-manager.html) | [Focused on planning rather than approval workflows](https://www.usemotion.com/features/ai-task-manager.html) | [Hosted product](https://www.usemotion.com/pricing) | -| 5 | Zapier Agents | Scheduling processes spanning hosted business applications | [Yes, with configured app actions](https://zapier.com/agents) | [Strong](https://zapier.com/agents) | [Available in a separate configured Zap workflow](https://help.zapier.com/hc/en-us/articles/38733184458765-Use-Human-in-the-Loop-to-pause-Zap-workflows-pending-human-review) | [Hosted product](https://zapier.com/agents) | -| 6 | n8n | Technical, self-hosted scheduling automation | [Yes, with configured calendar nodes or APIs](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.googlecalendar/) | [Strong](https://docs.n8n.io/build/integrate-ai/understand-ai-components/how-tools-work) | [Available through human approval for configured tools](https://docs.n8n.io/build/integrate-ai/ai-examples/human-in-the-loop-for-tools) | [Cloud or self-hosted](https://docs.n8n.io/deploy/host-n8n) | +| 2 | Lindy | Packaged conversational scheduling | [Yes, through configured scheduling actions](https://docs.lindy.ai/features/meeting-assistant/scheduling) | Focused on assistant use cases | Depends on the configured process | [Hosted product](https://www.lindy.ai/pricing) | +| 3 | Zapier Agents | Scheduling processes spanning hosted business applications | [Yes, with configured app actions](https://zapier.com/agents) | [Strong](https://zapier.com/agents) | [Available in a separate configured Zap workflow](https://help.zapier.com/hc/en-us/articles/38733184458765-Use-Human-in-the-Loop-to-pause-Zap-workflows-pending-human-review) | [Hosted product](https://zapier.com/agents) | +| 4 | n8n | Technical, self-hosted scheduling automation | [Yes, with configured calendar nodes or APIs](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.googlecalendar/) | [Strong](https://docs.n8n.io/build/integrate-ai/understand-ai-components/how-tools-work) | [Available through human approval for configured tools](https://docs.n8n.io/build/integrate-ai/ai-examples/human-in-the-loop-for-tools) | [Cloud or self-hosted](https://docs.n8n.io/deploy/host-n8n) | +| 5 | Motion | Scheduling tasks, projects, and meetings together | [Yes, through its planning tools](https://www.usemotion.com/features/ai-calendar.html) | [Focused on Motion’s planning model](https://www.usemotion.com/features/ai-task-manager.html) | [Focused on planning rather than approval workflows](https://www.usemotion.com/features/ai-task-manager.html) | [Hosted product](https://www.usemotion.com/pricing) | +| 6 | Calendly | Turnkey scheduling links and routing | [Yes](https://calendly.com/scheduling/availability) | [Focused on booking and routing](https://calendly.com/scheduling/routing) | [Limited compared with a general agent workflow](https://calendly.com/scheduling/routing) | [Hosted product](https://calendly.com/pricing) | +| 7 | Reclaim AI | Protecting focus time and optimizing an internal calendar | [Yes, through its scheduling tools](https://reclaim.ai/features/planner) | [Focused on calendar optimization](https://reclaim.ai/features/planner) | [Available in supported AI scheduling flows](https://reclaim.ai/features/planner) | [Hosted product](https://reclaim.ai/pricing) | +| 8 | Clockwise | Team calendar optimization | [Yes, for supported flexible calendar items](https://www.getclockwise.com/focus-time) | Focused on calendar optimization | Focused on calendar controls | [Hosted product](https://www.getclockwise.com/pricing) | +| 9 | Make | Visual calendar automation | [Yes, with configured calendar actions](https://www.make.com/en/integrations/google-calendar) | Strong for deterministic scenarios | Requires a configured review path | [Hosted product](https://www.make.com/en/pricing) | “As of October 2026” applies to changing product, deployment, and commercial details. Exact capabilities depend on the calendar provider, authentication method, selected plan, and workflow configuration. @@ -127,7 +166,31 @@ Dedicated schedulers are usually faster to deploy for standard booking. Configur **We evaluated scheduling products according to workflow fit, calendar control, follow-up capability, extensibility, deployment, governance, and licensing.** -The comparison uses these selection criteria: +Each product received a score from 1 to 5 for five weighted criteria. The final score equals the sum of each criterion score multiplied by its weight, divided by 5. The scores combine documented capabilities with editorial evaluation as of October 2026. + +| Criterion | Weight | What the criterion measures | +|---|---:|---| +| Agentic reasoning | 30% | Ability to interpret intent, choose actions, and handle changing constraints | +| Calendar capability | 25% | Availability checks, booking, rescheduling, time blocking, and calendar optimization | +| Workflow depth | 20% | Ability to connect scheduling with forms, messages, business systems, and follow-up actions | +| Governance | 15% | Approval controls, access management, auditability, and operational oversight | +| Deployment flexibility | 10% | Cloud availability, self-hosting, and options for technical teams | + +| Rank | Product | Reasoning | Calendar | Workflow | Governance | Deployment | Weighted score | +|---:|---|---:|---:|---:|---:|---:|---:| +| 1 | Sim | 5 | 4 | 5 | 4 | 5 | 92 | +| 2 | Lindy | 5 | 4 | 4 | 3 | 4 | 83 | +| 3 | Zapier | 3 | 4 | 5 | 4 | 5 | 80 | +| 4 | n8n | 4 | 3 | 5 | 4 | 4 | 79 | +| 5 | Motion | 4 | 5 | 2 | 2 | 5 | 73 | +| 6 | Calendly | 2 | 5 | 3 | 4 | 5 | 71 | +| 7 | Reclaim | 3 | 5 | 2 | 3 | 5 | 70 | +| 8 | Clockwise | 3 | 5 | 2 | 3 | 5 | 70 | +| 9 | Make | 3 | 3 | 5 | 3 | 3 | 68 | + +These scores do not mean that every buyer should choose the first product. Calendly can deliver a faster result for booking links, while custom scheduling processes that reason across several systems benefit more from Sim, Lindy, Zapier, or n8n. + +The comparison also uses these qualitative selection criteria: 1. **Calendar coordination:** Can the product read availability, create events, preserve buffers, handle time zones, and respond to conflicts? 2. **Scheduling interface:** Can people book through a link, email conversation, chat interface, internal request, or automated trigger? @@ -271,6 +334,20 @@ Sim is more appropriate when an AI agent must interpret unstructured context and **Sim combines an Apache 2.0 core license, documented self-hosting, and an AI-agent-focused visual builder.** +As of October 2026, these facts reflect each vendor’s own product, pricing, licensing, or deployment pages. + +| Product | License or service model | Deployment | Primary billing unit | +|---|---|---|---| +| [Sim](https://github.com/simstudioai/sim) | Sim’s core is Apache 2.0, while `apps/sim/ee` uses the separate [Sim Enterprise License](https://github.com/simstudioai/sim/blob/main/apps/sim/ee/LICENSE) | [Sim Cloud or self-hosted](https://docs.sim.ai/platform/self-hosting) | [Cloud plan entitlements and model usage, with workspace BYOK on every cloud plan](https://docs.sim.ai/platform/costs) | +| [Lindy](https://www.lindy.ai/pricing) | Cloud service | Vendor hosted | User plans with pooled credit allowances | +| [Zapier](https://zapier.com/pricing) | Cloud service | Vendor hosted | Tasks and plan entitlements | +| [n8n](https://docs.n8n.io/privacy-and-security/sustainable-use-license/) | Sustainable Use License, which is source available and [not OSI approved](https://opensource.org/licenses) | [Cloud or self-hosted](https://docs.n8n.io/deploy/host-n8n) | [Workflow executions for cloud plans](https://n8n.io/pricing/) and infrastructure for self-hosted deployments | +| [Motion](https://www.usemotion.com/pricing) | Cloud service | Vendor hosted | User subscription and included AI credits | +| [Calendly](https://calendly.com/pricing) | Cloud service | Vendor hosted | Seats and plan entitlements | +| [Reclaim](https://reclaim.ai/pricing) | Cloud service | Vendor hosted | User subscription | +| [Clockwise](https://www.getclockwise.com/pricing) | Cloud service | Vendor hosted | User subscription and plan entitlements | +| [Make](https://www.make.com/en/pricing) | Cloud service | Vendor hosted | Credits, with each module action generally counting as one credit | + - **Sim:** As of October 2026, [Sim’s core is Apache 2.0 open source](https://github.com/simstudioai/sim/blob/main/LICENSE), code in `apps/sim/ee` uses the [separate Sim Enterprise License](https://github.com/simstudioai/sim/blob/main/apps/sim/ee/LICENSE), and [Sim supports self-hosting](https://docs.sim.ai/platform/self-hosting). [Workspace BYOK keys work on every Sim Cloud plan, organization-level keys require Pro for Teams, Max for Teams, or Enterprise, and hosted model keys carry approximately a 1.1x multiplier over provider cost](https://docs.sim.ai/platform/costs). [Ollama, vLLM, LM Studio, and LiteLLM-compatible local models work on any self-hosted deployment](https://docs.sim.ai/platform/self-hosting) without requiring Enterprise. Sim’s hosted plans and credits are documented on [Sim’s pricing page](https://www.sim.ai/pricing). - **Reclaim:** As of October 2026, Reclaim’s [official pricing page](https://reclaim.ai/pricing) presents free and paid user-oriented plans and describes plan-specific scheduling ranges and features. - **Clockwise:** As of October 2026, Clockwise’s [official pricing page](https://www.getclockwise.com/pricing) presents per-user free and subscription plans, with calendar optimization features varying by plan. @@ -316,6 +393,8 @@ A scheduling proof of concept should test conflicts, time zones, daylight-saving 9. **Notify participants.** Send confirmations and internal notifications through configured communication services. 10. **Handle later responses as new events.** Use a new webhook or trigger for an invitee’s later response. Sim’s Wait block resumes only after a set time and never resumes from an external event. +For example, a recruiting team could accept an interview request, confirm the interview stage, gather interviewer availability, request recruiter approval for the final panel, create the event, notify participants, and update the applicant record. The workflow keeps calendar actions inside a larger process instead of treating event creation as the end of the job. + Keep AI interpretation separate from deterministic checks. If a Guardrails block is used, a downstream Condition must route on its passed-or-failed result because Guardrails reports the result but does not stop a run by itself. [Best AI Agent Builders for Human Approval Workflows](https://www.sim.ai/library/best-ai-agent-builders-for-human-approval-workflows) explains when approval should interrupt an automated process. ## What controls should an AI scheduling agent have? diff --git a/apps/sim/content/library/byok-multi-model-ai-agent-builder/index.mdx b/apps/sim/content/library/byok-multi-model-ai-agent-builder/index.mdx index c643b16e63d..d793aeb0da2 100644 --- a/apps/sim/content/library/byok-multi-model-ai-agent-builder/index.mdx +++ b/apps/sim/content/library/byok-multi-model-ai-agent-builder/index.mdx @@ -5,10 +5,10 @@ description: 'Learn how Sim BYOK separates customer-owned provider keys from hos seoTitle: 'BYOK AI Agent Builder: How Bring Your Own Key Works' seoDescription: 'How bring-your-own-key works in Sim: hosted model access vs BYOK vs local models, supported providers, who pays for usage, and how keys are secured.' date: 2026-07-18 -updated: 2026-10-16 +updated: 2026-10-20 authors: - andrew -readingTime: 16 +readingTime: 18 tags: [BYOK, Multi-Model, AI Agents, Sim] ogImage: /library/byok-multi-model-ai-agent-builder/cover.jpg draft: false @@ -87,10 +87,56 @@ faq: a: "Teams should test tool calling, structured outputs, context limits, latency, safety behavior, and downstream field compatibility before deploying a workflow with a different model." - q: "Can teams centrally manage model-provider keys in Sim?" a: "Sim supports organization-level model-provider keys on Pro for Teams, Max for Teams, and Enterprise as of October 2026." + - q: "What is a BYOK AI agent builder?" + a: "A BYOK AI agent builder lets a customer supply model provider credentials so agent calls use the customer's provider account." + - q: "Does Sim support BYOK?" + a: "Sim supports workspace BYOK keys on every Sim Cloud plan and organization level keys on Pro for Teams, Max for Teams, and Enterprise as of October 2026." + - q: "Is BYOK an Enterprise feature in Sim?" + a: "Sim BYOK is not an Enterprise only feature because workspace keys work on every Sim Cloud plan." + - q: "Who pays model charges when Sim uses BYOK?" + a: "The model provider bills the account associated with the customer supplied key when Sim uses BYOK." + - q: "Does Sim add a model usage multiplier to BYOK calls?" + a: "Sim does not route BYOK calls through its hosted model billing because the model provider charges the customer's account directly." + - q: "How much do Sim hosted model keys cost?" + a: "Sim hosted model keys carry a multiplier of about 1.1 times the underlying provider cost as of October 2026." + - q: "Can Sim use more than one model provider in the same workflow?" + a: "Sim can configure separate model steps to use different supported providers in the same workflow." + - q: "Can Sim use OpenAI and Anthropic in the same workflow?" + a: "Sim can use supported OpenAI and Anthropic models in separate steps of the same workflow when the required credentials are configured." + - q: "Can Sim use Google models in a multi model workflow?" + a: "Sim can use supported Google models alongside other supported providers in separate workflow steps." + - q: "Can Sim use OpenRouter with BYOK?" + a: "Sim can use supported OpenRouter models with a customer supplied OpenRouter credential when OpenRouter is available in the current model catalog." + - q: "Can Sim use Ollama?" + a: "Self hosted Sim can connect to Ollama through OLLAMA_URL without requiring an Enterprise subscription." + - q: "Can Sim use vLLM?" + a: "Self hosted Sim can connect to vLLM through VLLM_BASE_URL without requiring an Enterprise subscription." + - q: "Can Sim use LM Studio?" + a: "Self hosted Sim can connect to LM Studio through a compatible vLLM style endpoint without requiring an Enterprise subscription." + - q: "Can Sim use LiteLLM?" + a: "Self hosted Sim can connect to LiteLLM through LITELLM_BASE_URL without requiring an Enterprise subscription." + - q: "Can Sim Cloud connect directly to a local model on my laptop?" + a: "Sim Cloud does not directly connect to a model that is available only on a user's private computer because local model routes are a self hosting capability." + - q: "Does n8n support BYOK for AI models?" + a: "n8n supports customer supplied provider credentials for compatible AI model nodes as of October 2026." + - q: "Does Dify support BYOK?" + a: "Dify supports configurable customer credentials for documented model providers as of October 2026." + - q: "Does Flowise support BYOK?" + a: "Flowise supports credentials for compatible chat model and language model nodes as of October 2026." + - q: "What is the best BYOK multi model AI agent builder?" + a: "Sim is a strong BYOK multi model AI agent builder for teams that want multiple providers in one visual workflow, workspace level keys on every cloud plan, and local model routes when self hosting." + - q: "Does BYOK make an AI agent private?" + a: "BYOK alone does not make an AI agent private because privacy also depends on deployment, network routing, logs, retention, provider processing, and access controls." + - q: "Does BYOK reduce vendor lock in?" + a: "BYOK can reduce model provider lock in when the agent builder also lets teams change providers without rebuilding tools, logic, and integrations." + - q: "Should production and development agents use different API keys?" + a: "Production and development agents should use separate provider credentials when a team needs isolated permissions, quotas, billing records, or rotation policies." --- ## TL;DR +Sim is a strong choice for teams that want provider choice, direct control of model credentials, and different models for different steps in one agent workflow. + Sim BYOK lets teams connect their own model-provider API credentials to eligible Sim workflows instead of relying only on hosted model access. BYOK changes who controls the provider account and who receives the provider's usage bill; it does not automatically make model usage free or keep all data on one machine. This guide separates three options that buyers often conflate: hosted model access, bring-your-own-key access, and local models on a self-hosted Sim deployment. @@ -130,6 +176,8 @@ Sim and n8n both document routes to major hosted and local model families, while Sim's credential scopes are documented in [Sim's cost documentation](https://docs.sim.ai/platform/costs#bring-your-own-key-byok). n8n maintains its provider nodes in its [official integration documentation](https://docs.n8n.io/integrations/). +As of October 2026, Sim's current model registry includes cloud routes for OpenAI, Anthropic, Google, xAI, Groq, Azure OpenAI, Amazon Bedrock, Cerebras, DeepSeek, Mistral, OpenRouter, Fireworks, Together AI, Baseten, and other supported providers. Sim's model selector remains the current inventory because providers can release, rename, or retire models. + ## What does BYOK mean in an AI agent builder? Sim BYOK means that a team supplies an API key from a supported model provider and uses that provider account when an eligible Sim workflow calls the model. On Sim Cloud, a workspace admin can store workspace keys on any plan, and organization admins on Pro for Teams, Max for Teams, or Enterprise can store organization keys that every workspace inherits, as described in Sim's [BYOK documentation](https://docs.sim.ai/platform/costs#bring-your-own-key-byok). @@ -140,6 +188,8 @@ BYOK stands for “bring your own key.” The key normally belongs to an account BYOK does not mean that the model runs inside Sim, inside your browser, or on your own machine. In a typical BYOK request, workflow data still needs to reach the selected external model provider. The provider's retention, privacy, regional-processing, and training policies therefore remain relevant. +Sim can assign separate supported providers to separate model steps. A team might use one model for extraction, another for reasoning, and a third for the final response while keeping the surrounding workflow logic and integrations in place. + ## How are hosted access, BYOK, and local-model access different in Sim? Sim separates hosted access, BYOK, and self-hosted local models because each option has a different credential owner, billing path, data route, and deployment requirement. Sim's [current pricing page](https://www.sim.ai/pricing) is the source of truth for hosted plan allowances and limits. @@ -194,6 +244,8 @@ Sim lets builders change the supported provider or model used by a model-consumi Changing the model does not guarantee identical behavior. Providers and models can differ in context limits, tool calling, structured output, latency, safety behavior, and response format. Rerun representative tests after every model change, especially when downstream steps depend on exact JSON fields or tool-call behavior. +Sim teams should select models for the needs of each task, including cost, latency, modality, context capacity, and reasoning. Sim teams should then test the whole workflow because model changes can affect tool calls and structured data reliability. + ## Can Sim use newer and open-weight models? Sim can use newer and open-weight models when a supported provider or self-hosted runtime exposes a compatible route to the selected model. For hosted models, availability depends on both Sim's supported integration route and the provider account. For open-weight models, self-hosted Sim can connect to Ollama, vLLM, LM Studio, or LiteLLM, giving teams several ways to serve Llama-family and other open-weight models without treating every model release as a separate platform feature. @@ -232,6 +284,8 @@ For broader deployment context, see [open-source AI agent platforms](https://www Sim focuses its BYOK experience on building AI agents and model-driven workflows, while n8n uses credentials and AI-related nodes within a broader workflow-automation platform. +Sim is the better BYOK choice when the primary job is building model driven agents with provider flexibility, visual model composition, and documented local model routes. n8n is a strong choice when general business process automation is the primary job and AI is one part of a larger automation estate. + Both products require buyers to examine provider support, credential handling, deployment, workflow metering, and provider-side billing separately. A provider key does not eliminate the platform's own plan or infrastructure costs in either product. Licensing is an important difference. Sim's core uses the OSI-approved Apache License 2.0, while features in `apps/sim/ee` use the separate Sim Enterprise License. As of October 2026, n8n uses its [Sustainable Use License](https://github.com/n8n-io/n8n/blob/master/LICENSE.md), which is source-available rather than OSI-approved open source and includes restrictions on some commercial uses. Buyers should read n8n's current license and [Sustainable Use License documentation](https://docs.n8n.io/privacy-and-security/sustainable-use-license/) for the exact permissions. @@ -249,6 +303,17 @@ The better fit depends on the job. Sim is oriented toward teams designing AI age For a broader product comparison, see [Sim vs n8n vs OpenAI AgentKit](https://www.sim.ai/library/openai-vs-n8n-vs-sim). +As of October 2026, Dify and Flowise also support customer supplied model credentials and self hosted model routes. This focused comparison includes only behavior supported by each platform's official documentation. + +| Platform | Customer supplied model credentials | Self hosted local model path | License | +|---|---|---|---| +| Sim | Workspace keys work on every Sim Cloud plan, while organization keys require Pro for Teams, Max for Teams, or Enterprise | Ollama, vLLM, LM Studio, and LiteLLM work on self hosted Sim | Sim's core is Apache 2.0, while `apps/sim/ee` uses the separate [Sim Enterprise License](https://github.com/simstudioai/sim/blob/main/apps/sim/ee/LICENSE) | +| n8n | [Credentials attach provider accounts](https://docs.n8n.io/build/understand-workflows/create-and-edit-credentials) to compatible AI model nodes | n8n documents an [Ollama credential](https://docs.n8n.io/integrations/builtin/credentials/ollama) for a reachable Ollama instance | n8n uses the [Sustainable Use License](https://docs.n8n.io/privacy-and-security/sustainable-use-license/) for its community source | +| Dify | [Provider keys are configured for a workspace](https://docs.dify.ai/en/self-host/use-dify/workspace/model-providers), and provider usage bills directly to that account | Dify documents [Ollama, LocalAI, and Xinference](https://docs.dify.ai/en/self-host/use-dify/nodes/llm) for local deployment | Dify uses a [modified Apache 2.0 license with additional conditions](https://github.com/langgenius/dify/blob/main/LICENSE) | +| Flowise | Compatible nodes accept credentials, including the documented [ChatOpenAI credential](https://docs.flowiseai.com/integrations/langchain/chat-models/azure-chatopenai) | Flowise documents a [ChatOllama connection](https://docs.flowiseai.com/integrations/langchain/chat-models/chatollama) for a reachable Ollama service | Code outside specified enterprise areas is available under Apache 2.0, while those areas use a commercial license under the [Flowise license](https://github.com/FlowiseAI/Flowise/blob/main/LICENSE.md) | + +Dify Cloud measures included hosted model access in AI responses, where one response is one model call, according to its [cloud model provider documentation](https://docs.dify.ai/en/cloud/use-dify/workspace/model-providers). n8n Cloud pricing uses workflow executions under the selected plan, according to its [official pricing](https://n8n.io/pricing/). Customer supplied model credentials keep model provider billing separate from those platform units. + ## Who is Sim BYOK best for? Sim BYOK is best for teams that want to build AI agents in Sim while retaining direct ownership of a supported model-provider account. @@ -286,6 +351,9 @@ Use this production checklist: 8. Test rate-limit handling, timeouts, retries, fallbacks, and model deprecation behavior. 9. Document credential rotation and emergency revocation. 10. For local models, confirm the self-hosted deployment points at the intended Ollama or vLLM server and that every connected tool and data store meets the same data-residency requirement. +11. Test whether separate workflow steps can use different providers without duplicating the workflow. +12. Compare direct provider charges, platform charges, and operating costs rather than model token prices alone. +13. Confirm that logs and traces diagnose model behavior without exposing provider credentials. ## Where can buyers compare Sim with other AI agent builders? diff --git a/apps/sim/content/library/can-ai-agents-talk-to-each-other-multi-agent-communication-explained/index.mdx b/apps/sim/content/library/can-ai-agents-talk-to-each-other-multi-agent-communication-explained/index.mdx index 69e270bf202..3aee4a2aba4 100644 --- a/apps/sim/content/library/can-ai-agents-talk-to-each-other-multi-agent-communication-explained/index.mdx +++ b/apps/sim/content/library/can-ai-agents-talk-to-each-other-multi-agent-communication-explained/index.mdx @@ -5,10 +5,10 @@ description: 'Yes — AI agents can talk to each other. Learn the four core mult seoTitle: 'Can AI Agents Talk to Each Other? Multi-Agent Guide' seoDescription: 'Yes. Learn the four multi-agent communication patterns, how A2A and MCP differ, when to split one agent into several, and where multi-agent systems break.' date: 2026-09-07 -updated: 2026-10-14 +updated: 2026-10-20 authors: - andrew -readingTime: 14 +readingTime: 24 tags: [AI Agents, Multi-Agent Systems, Agent Orchestration, Sim] ogImage: /library/can-ai-agents-talk-to-each-other-multi-agent-communication-explained/cover.jpg draft: false @@ -47,6 +47,44 @@ faq: a: "Agent-to-agent communication should use authenticated identities, scoped authorization, encrypted transport, input and output validation, audit logs, timeouts, and explicit approval for high-impact actions." - q: "How can buyers verify A2A support?" a: "Buyers can verify A2A support by checking first-party documentation for agent discovery, agent cards, protocol-defined tasks and messages, artifacts, status updates, authentication, and A2A client or server endpoints." + - q: "Can AI agents talk to each other?" + a: "AI agents can talk to each other by exchanging structured messages, delegating tasks, and returning results through workflows, APIs, queues, or protocols such as A2A." + - q: "How do AI agents communicate with each other?" + a: "AI agents communicate with each other through structured messages that identify the task, context, expected output, status, and sender or recipient." + - q: "What is multi agent communication?" + a: "Multi agent communication is the controlled exchange of tasks, messages, context, status, and results among two or more AI agents." + - q: "What protocol do AI agents use to communicate?" + a: "AI agents can use ordinary APIs, queues, and workflow state or protocols such as A2A, while MCP is commonly used to connect agents and AI applications to tools and context." + - q: "Is MCP an agent to agent protocol?" + a: "MCP is primarily a protocol for connecting AI applications to tools and context rather than a complete protocol for collaboration between independent agents." + - q: "Can one AI agent call another AI agent?" + a: "One AI agent can call another AI agent through an API, workflow step, queue, or A2A task as long as the system defines identity, permissions, inputs, outputs, and failure behavior." + - q: "How do AI agents discover each other?" + a: "AI agents discover each other through configuration, registries, service directories, or protocol metadata such as an A2A Agent Card." + - q: "What is an A2A Agent Card?" + a: "An A2A Agent Card is metadata that describes an agent's identity, endpoint, capabilities, supported interactions, and authentication requirements." + - q: "Do AI agents share memory with each other?" + a: "AI agents do not automatically share memory, and secure systems expose only the task state or context that each agent is authorized to use." + - q: "Do communicating AI agents need to use the same language model?" + a: "Communicating AI agents do not need to use the same language model because they exchange messages through software interfaces rather than model weights." + - q: "How do AI agents pass context to each other?" + a: "AI agents pass context through message fields, workflow state, references to approved resources, or shared stores governed by access controls." + - q: "How do you prevent AI agents from calling each other forever?" + a: "AI agent systems prevent endless delegation by enforcing call limits, delegation depth, deadlines, budgets, task state transitions, and duplicate detection." + - q: "Is a multi agent system better than one AI agent?" + a: "A multi agent system is better only when specialization, independent review, parallel work, or permission separation creates more value than the added latency and complexity." + - q: "Can Sim build multi agent systems?" + a: "Sim is the open-source AI workspace where teams build, deploy, and manage AI agents, including workflows that coordinate specialized agent steps and review paths." + - q: "How does Sim compare with n8n for multi agent communication?" + a: "Sim centers visual AI agent building and management, while n8n centers workflow automation with application integrations and AI nodes." + - q: "Is Sim open source?" + a: "Sim's core is open source under the OSI approved Apache License 2.0, while apps/sim/ee uses the separate Sim Enterprise License and requires an Enterprise subscription for production use." + - q: "Is n8n open source?" + a: "n8n uses the source available Sustainable Use License, which is not an OSI approved open source license." + - q: "What is the simplest multi agent architecture?" + a: "The simplest multi agent architecture uses one coordinator agent, one specialist agent, a structured task contract, and a defined result or failure path." + - q: "When should you not use multiple AI agents?" + a: "Teams should not use multiple AI agents when one agent can complete the task with the same context and permissions because extra agents add latency, cost, and failure points." --- ## TL;DR @@ -59,6 +97,49 @@ AI agents can talk to each other by exchanging structured requests, results, and - **Shared state** lets agents read and update common memory, which preserves context across tasks. - **Message passing** lets agents exchange structured messages independently, which supports decoupled and asynchronous work. +## Can AI agents talk to each other? + +AI agents can talk to each other when software gives them a shared communication mechanism and a defined contract for messages, tasks, and results. One agent can ask another to perform research, review an answer, query a system, or complete a specialized step. The receiving agent can accept the task, request more information, report progress, return an artifact, or report an error. + +A useful communication contract defines: + +1. Who sent the message +2. Who should receive it +3. What task should be completed +4. Which context the recipient may use +5. Which tools the recipient may access +6. What output format the sender expects +7. How errors, timeouts, and retries work +8. How the system records the exchange + +Without this contract, a collection of agents is only a collection of model calls. With it, the agents can coordinate as a system. + +## What is multi agent communication? + +Multi agent communication is the controlled exchange of messages, context, tasks, and results among two or more AI agents. The agents may run inside one workflow, across separate services, or on infrastructure owned by different organizations. They may use different language models because the communication layer operates through messages and interfaces rather than shared model weights. + +Multi agent communication commonly supports delegation, collaboration, independent review, and handoff. It does not require every agent to share its complete prompt, memory, or conversation history. A safer design sends only the context needed for the assigned task. + +## How do AI agents communicate with each other? + +AI agents communicate through structured messages sent by workflow state, API calls, event systems, queues, or agent communication protocols. A typical exchange follows this sequence: + +```text +User request + ↓ +Coordinator agent + ↓ task plus selected context +Specialist agent + ↓ result plus status +Reviewer agent + ↓ approval, revision request, or rejection +Coordinator agent + ↓ +Final response or external action +``` + +A message can contain natural language, structured JSON, a task identifier, references to files, expected output fields, and metadata for authorization or tracing. Structured fields make agent behavior easier to validate than an unrestricted conversation alone. HTTP, queues, and event systems move data, while agents interpret tasks and decide how to respond. + ## What agent-to-agent communication actually means AI agents communicate by exchanging structured messages, tool calls, or shared state through a coordinating layer. A message may contain natural language, but a defined contract identifies the task and recipient. It also specifies the expected input, output, status, and error format. APIs, workflow runtimes, message brokers, and databases can provide that coordination layer. @@ -67,6 +148,10 @@ A single LLM call with tools does not necessarily create a multi-agent system. I An agent-to-agent protocol specifies the format and rules for those exchanges. Implementations may exchange a direct request and response or transfer control through an orchestrator. They may instead coordinate through a common record or messages published for later processing. Choose the pattern based on the coordination requirement. Direct calls provide immediate results, shared state preserves context, and message passing supports independent execution. Platforms such as [Sim](https://www.sim.ai) provide an [AI agent orchestration](https://www.sim.ai/library/ai-agent-orchestration-frameworks-explained) layer that coordinates these exchanges without treating them as an unstructured conversation. +## What communication patterns do AI agents use? + +AI agent systems commonly use coordinator, peer, pipeline, review, and event driven communication patterns. These practical arrangements build on the four core exchange patterns below. A coordinator may call a specialist as a tool, peers may pass messages, and pipelines may combine explicit handoffs with shared state. + ## The four core communication patterns ### Agent as tool @@ -101,6 +186,47 @@ Use message passing for long-running work, variable workloads, or agents that ne The [Agent2Agent Protocol](https://a2a-protocol.org/latest/specification/) standardizes agent capability discovery, structured exchanges, and task lifecycle management for independently built agents. The protocol defines how agents exchange information, while your application still chooses when to use direct calls, handoffs, shared state, or asynchronous messages. +## Practical multi agent communication arrangements + +### How does a coordinator agent communicate with specialist agents? + +A coordinator assigns bounded tasks to specialist agents and combines their results into one response or action. This pattern gives one component responsibility for routing, task state, and final assembly. It works well when a request needs several distinct capabilities but should still produce one coherent result. + +```text +Coordinator + → Research agent + → Data agent + → Policy agent + ← Three structured results +Coordinator + → Combined answer +``` + +### How do peer agents communicate with each other? + +Peer agents communicate directly when each agent can request work from another without routing every exchange through a central coordinator. This can reduce bottlenecks, but it makes permissions, loop prevention, and tracing more important. Each agent needs clear rules for which peers it may call and how many times work may be delegated. + +### How do AI agents communicate in a pipeline? + +Agents communicate in a pipeline by passing the output of one defined stage into the next stage. + +```text +Intake agent + → Extraction agent + → Validation agent + → Action agent +``` + +A pipeline is easier to predict than open delegation because its execution path is predefined. It works well for document processing, ticket triage, enrichment, and other repeatable jobs. + +### How does an AI agent review another AI agent? + +A reviewer agent evaluates another agent's output against explicit criteria and returns approval, rejection, or revision instructions. It should receive the proposed output, relevant source material, and a clear rubric. It should not automatically inherit unrelated secrets or the complete private context of the producing agent. + +### How do event driven agents communicate? + +Event driven agents produce and consume events such as a new ticket, completed payment, changed record, or finished task. The pattern supports asynchronous work because the sender does not need to wait for every recipient. Reliable designs use task identifiers, duplicate protection, deadlines, and durable status records. + ## Why split one agent into several Specialization makes a multi-agent system easier to maintain when one workflow contains distinct responsibilities. A research agent can gather sources and assess their support for each claim. A writing agent can then turn approved findings into prose. Each agent receives narrower instructions, tools, and output requirements. You can update the research agent's citation rules without changing the orchestrator's routing logic or the writing agent's instructions. @@ -131,6 +257,39 @@ Agent-as-tool calls can multiply model usage because each specialist needs its o A single agent usually fits better when one prompt can handle the task reliably and every step needs the same context. Multi-agent orchestration earns its added complexity when clear responsibility boundaries isolate failures or make individual components easier to test. For a broader comparison of orchestration options, see the guide to [multi-agent frameworks](https://www.sim.ai/library/best-multi-agent-frameworks-2026). +## What is MCP in AI agent communication? + +[Model Context Protocol](https://modelcontextprotocol.io/docs/getting-started/intro), or MCP, is an open standard for connecting AI applications to external tools, resources, and reusable prompts. As of October 2026, MCP uses a client and server architecture. A client inside an AI application connects to a server that exposes approved capabilities. + +```text +AI agent or application + ↓ MCP client +MCP server + → Tool + → Resource + → Prompt +``` + +MCP is useful in a multi agent system because several agents can use consistent interfaces to reach approved capabilities. It does not define a complete collaboration model between independent agents. Teams evaluating it can also read [What Is an MCP Server?](https://www.sim.ai/library/what-is-an-mcp-server) and [MCP Security: A Practical Guide to Secure MCP Server Development](https://www.sim.ai/library/mcp-security). + +## What is A2A in AI agent communication? + +[A2A](https://a2a-protocol.org/latest/specification/) is an open standard for communication and task coordination between independent AI agents. As of October 2026, it defines agent discovery, messages, tasks, status updates, and artifacts. An agent can describe its capabilities through an Agent Card, receive a task, exchange messages during execution, and return results without exposing its private implementation. + +```text +Client agent + ↓ reads Agent Card +Remote agent + ↓ receives task +Remote agent + ↓ sends status updates +Remote agent + ↓ returns artifact +Client agent +``` + +A2A fits cases where one agent collaborates with another agent rather than merely invoking a fixed tool. The remote agent may reason about the request, ask for clarification, manage a longer running task, or produce one or more artifacts. + ## What is the difference between A2A and MCP? A2A lets independent AI agents exchange tasks and results, while MCP lets an AI application connect to tools, data sources, prompts, and other contextual resources through a standard interface. @@ -167,6 +326,24 @@ A combined interaction can follow this sequence: This separation gives teams a clearer security boundary: agent delegation can be governed independently from tool permissions. +## Can MCP and A2A work together? + +MCP and A2A can work together because A2A can coordinate agents while MCP gives those agents access to tools and context. + +```text +Coordinator agent + ↓ A2A task +Research agent + ↓ MCP request +Search capability + ↑ MCP result +Research agent + ↑ A2A artifact +Coordinator agent +``` + +In this architecture, A2A carries the delegated task and returned artifact. MCP connects the research agent to the capability needed to complete the task. A workflow with one agent and several tools may need MCP but not A2A. A system connecting independent remote agents may benefit from A2A. A fixed local workflow may need neither when ordinary workflow state and API contracts are sufficient. + ## Which platforms support agent-to-agent communication protocols? [Google ADK](https://adk.dev/a2a/) provides documented A2A integration, while platforms such as [n8n](https://docs.n8n.io/integrations/builtin/cluster-nodes/sub-nodes/n8n-nodes-langchain.toolmcp/) document MCP connectivity that should not be mistaken for native A2A support. @@ -247,6 +424,106 @@ An agent authorized to receive a task should not automatically receive unrestric For MCP-specific controls, see [MCP Security: A Practical Guide to Secure MCP Server Development](https://www.sim.ai/library/mcp-security) and [What Is an MCP Server?](https://www.sim.ai/library/what-is-an-mcp-server). +## How do AI agents discover each other? + +AI agents discover each other through registries, configuration, service directories, or protocol metadata such as an [A2A Agent Card](https://a2a-protocol.org/latest/topics/agent-discovery/). A useful capability description identifies what the agent does, which interactions it supports, what authentication it requires, and which input and output formats it accepts. + +Discovery does not imply trust. A system should authenticate the remote agent, authorize the requested task, validate messages, and limit accessible data before sending sensitive context. + +## Can one AI agent call another AI agent? + +One agent can call another through an API, workflow step, queue, or A2A interaction. A direct call should include a bounded task, a task identifier, a deadline, an expected response format, and enough context to complete the task without exposing unrelated information. + +The caller must decide what to do if the second agent times out, returns malformed data, refuses the task, or asks for clarification. These control paths belong in the communication design rather than being treated as later edge cases. + +## Do AI agents share memory with each other? + +AI agents do not automatically share memory. Well designed systems expose only the memory or context required for a specific task. A safer design separates private agent state, shared task state, durable business records, temporary message context, and user or workspace memory governed by access rules. + +A shared store can help agents coordinate, but unrestricted shared memory can expose data or spread an untrusted instruction. For a deeper treatment, read [How Do You Build an AI Agent That Remembers Context Across Multiple Sessions?](https://www.sim.ai/library/persistent-memory-ai-agents-across-sessions). + +## What is an example of multi agent communication? + +A customer support resolution flow is a practical example because several specialists can contribute without receiving identical permissions. + +```text +Customer message + ↓ +Triage agent identifies intent and urgency + ↓ +Knowledge agent retrieves relevant guidance + ↓ +Account agent checks permitted customer data + ↓ +Resolution agent drafts the response + ↓ +Reviewer checks policy and evidence + ↓ +Response is sent or routed to a person +``` + +The knowledge agent may read documentation but have no ability to change an account. The account agent may access approved customer fields but not the full knowledge system. The reviewer may inspect the proposed response without gaining authority to perform the requested action. Each agent receives a narrow role and permission set. + +## When should you use multiple AI agents instead of one AI agent? + +Multiple agents are useful when a task has genuinely separate roles, permissions, context boundaries, or evaluation criteria. Use them when specialists need different tools or data permissions, one component must independently review another, work can run in parallel, separate teams own capabilities, or longer running tasks need explicit status tracking. + +Use one agent when the task is simple, the same context and tools apply throughout, or delegation would add more latency and failure points than value. Every additional agent adds another prompt, interface, permission boundary, observability requirement, and potential source of error. The best design uses the fewest agents needed to create meaningful separation. + +## How do you make multi agent communication reliable? + +Reliable communication requires structured contracts, bounded delegation, explicit failure handling, and complete observability. A production design should include: + +1. Stable agent and task identifiers +2. Structured input and output schemas +3. Authentication for every remote connection +4. Authorization based on the requested action +5. Timeouts and limited retries +6. Duplicate protection for actions with side effects +7. Delegation depth and call limits +8. Token, time, and cost budgets +9. Validation before an artifact becomes trusted input +10. Human approval for consequential actions +11. Traces connecting messages, tool calls, and outcomes +12. Tests for malformed messages, unavailable agents, and partial results + +Multi agent failures are often coordination failures rather than model failures. A trace should show which agent made each decision, what context it received, which capability it invoked, and why execution stopped or continued. [What Is AI Agent Observability? Traces, Metrics, and Evals Explained](https://www.sim.ai/library/ai-agent-observability) covers this monitoring layer. + +## How do you secure communication between AI agents? + +Secure communication requires authenticated identities, least privilege permissions, validated messages, protected secrets, and audit records. Treat every agent message as untrusted input, even when it comes from an internal agent. A compromised tool result or retrieved document can insert instructions that travel through the agent network. + +Controls should cover transport encryption, service authentication, authorization for each capability, schema validation, secret isolation, context minimization, network boundaries, delegation limits, human approval for high impact actions, and logs that connect every action to an identity and task. An agent should never gain broader permissions merely because another agent requested the action. + +## Where does Sim fit in multi agent communication? + +Sim is the open-source AI workspace where teams build, deploy, and manage AI agents, including workflows that coordinate specialized agent steps, tools, and review paths. A visual workflow makes communication boundaries explicit, including which step receives an earlier result, what context moves forward, where external capabilities enter, and where a person must review an outcome. + +Sim is a direct fit when teams want coordination to remain visible and testable rather than hiding every delegation decision inside one large prompt. Readers comparing approaches can review [AI Agent Orchestration Frameworks Explained](https://www.sim.ai/library/ai-agent-orchestration-frameworks-explained) and [Best Multi Agent Frameworks for Production in 2026](https://www.sim.ai/library/best-multi-agent-frameworks-2026). + +## How does Sim compare with n8n for multi agent communication? + +Sim centers agent building and management in an open-source AI workspace, while n8n centers workflow automation with AI nodes and integrations. + +As of October 2026, Sim's core uses the OSI approved Apache License 2.0 and can be self hosted, with [enterprise features governed separately](https://github.com/simstudioai/sim/blob/main/apps/sim/ee/LICENSE). Code in `apps/sim/ee` uses the Sim Enterprise License. It is free for development, testing, and internal use outside production, while production use requires an active Sim Enterprise subscription. [Workspace bring your own key support](https://docs.sim.ai/platform/costs#bring-your-own-key-byok) is available on every Sim Cloud plan, while organization keys require Pro for Teams, Max for Teams, or Enterprise. Hosted model keys carry a multiplier of about 1.1 times provider cost. + +As of October 2026, n8n is available for self hosting under its [Sustainable Use License](https://github.com/n8n-io/n8n/blob/master/LICENSE.md), which is source available but not OSI approved. According to the [n8n pricing page](https://n8n.io/pricing/), n8n Cloud pricing uses workflow executions as a primary usage measure. + +Sim is the more direct fit when the central job is visually building and managing AI agents. n8n is an established option when the central job is connecting application automation steps and adding AI behavior to those workflows. + +## What are the key facts about multi agent communication? + +1. Agents can communicate through workflows, APIs, queues, events, and agent protocols. +2. MCP primarily connects AI applications to tools, resources, and prompts. +3. A2A primarily connects independent agents for discovery, messaging, tasks, status, and artifacts. +4. MCP and A2A can work together because they address different layers. +5. Agents do not need to use the same language model to communicate. +6. Agents should not automatically share complete prompts, memory, credentials, or permissions. +7. Multiple agents are useful only when specialization or separation justifies the added complexity. +8. Sim gives teams an open-source AI workspace for building, deploying, and managing agents. +9. n8n remains an important workflow automation option for teams coordinating application and AI steps. +10. Reliable communication requires authentication, validation, deadlines, loop limits, traces, and explicit failure handling. + ## Choosing single-agent vs multi-agent for your system You should use one agent when a single prompt can handle the task and one execution trace can explain its decisions. Before adding another agent, measure whether specialization reduces a recurring error enough to justify the additional model calls and context transfers. diff --git a/apps/sim/lib/api/contracts/knowledge/mcp.ts b/apps/sim/lib/api/contracts/knowledge/mcp.ts index c08d1e3bb80..77e13b40f14 100644 --- a/apps/sim/lib/api/contracts/knowledge/mcp.ts +++ b/apps/sim/lib/api/contracts/knowledge/mcp.ts @@ -3,7 +3,8 @@ import { workspaceSearchFiltersSchema } from '@/lib/api/contracts/knowledge/sear import { mcpJsonRpcMessageSchema } from '@/lib/api/contracts/mcp' import { readDocumentInputSchema, - searchWorkspaceInputSchema, + refineSearchWorkspaceInput, + searchWorkspaceInputFieldsSchema, } from '@/lib/api/contracts/mothership-assistant-tools' import { organizationIdSchema } from '@/lib/api/contracts/primitives' import { defineRouteContract } from '@/lib/api/contracts/types' @@ -16,7 +17,34 @@ export const organizationKnowledgeMcpContract = defineRouteContract({ response: { mode: 'json', schema: mcpJsonRpcMessageSchema }, }) -export const liveSearchMcpSchema = searchWorkspaceInputSchema.strict() +const LIVE_SEARCH_MCP_DEFAULT_TOP_K = { federated: 30, scoped: 20 } as const + +export const liveSearchMcpSchema = searchWorkspaceInputFieldsSchema + .extend({ + topK: searchWorkspaceInputFieldsSchema.shape.topK + .unwrap() + .optional() + .describe( + `Maximum matching passage previews: ${LIVE_SEARCH_MCP_DEFAULT_TOP_K.federated} by default for a query across every source, otherwise ${LIVE_SEARCH_MCP_DEFAULT_TOP_K.scoped}. Retrieval ranking is independent of preview length.` + ), + }) + .strict() + .superRefine(refineSearchWorkspaceInput) + +/** + * Previews a search returns when the caller sets no topK. A query across every source shares one + * list among all of them, so it gets more room than a search of one source, a native query, or a + * sorted listing. + */ +export function liveSearchMcpDefaultTopK(input: z.output): number { + return input.query && + !input.source && + !input.nativeQueries && + (!input.sortBy || input.sortBy === 'relevance') + ? LIVE_SEARCH_MCP_DEFAULT_TOP_K.federated + : LIVE_SEARCH_MCP_DEFAULT_TOP_K.scoped +} + /** Documents one read_document call may read; each counts as one read against the rate limit. */ const MAX_MCP_READ_DOCUMENTS = 10 diff --git a/apps/sim/lib/api/contracts/mothership-assistant-tools.ts b/apps/sim/lib/api/contracts/mothership-assistant-tools.ts index ec1a9d5217e..bef4aab0fae 100644 --- a/apps/sim/lib/api/contracts/mothership-assistant-tools.ts +++ b/apps/sim/lib/api/contracts/mothership-assistant-tools.ts @@ -221,67 +221,71 @@ export const workspaceSearchFiltersSchema = z.object({ ), }) -export const searchWorkspaceInputSchema = workspaceSearchFiltersSchema - .extend({ - nativeQueries: nativeSearchQueriesSchema - .optional() - .describe( - `Live search only: queries in a provider's own language (Drive q, Gmail operators, JQL, CQL, GitHub qualifiers, Slack RTS, plain Linear/Fireflies/HubSpot/Lucid/Zoom terms, bounded local Google Meet text matching, Granola natural-language questions, Notion keywords or AI questions when available). Blank queries require a date bound, sortBy newest/oldest, or explicit browse mode. Lucid browse folder lists root or a numeric folder project; Notion browse private/shared/favorites/recent lists sidebar pages. Recent means viewed, not modified. Up to ${MAX_NATIVE_QUERIES_PER_ACCOUNT} per account run separately and merge; one GitHub, GitLab, or HubSpot query without a kind searches GitHub issues (plus code when the query has no date bound or boolean operators, as its status message says), GitLab issues, merge requests, and code, or every HubSpot CRM kind; other collections, and multiple content queries on one account, each need a kind, which may repeat; explicit browse queries may select distinct folders or sidebar sections without a kind. HubSpot kinds are contacts, companies, deals, and tickets; Lucid kinds are lucidchart and lucidspark. Google Meet kinds are transcript and smart_notes (note metadata and Docs link only); it searches bounded recent conference artifacts with 30-day retention. Zoom kind is meeting and searches past occurrences; read for transcripts and separately labeled summaries. Use Drive for saved Meet note bodies and older transcripts; Drive dates mean file modification time. HubSpot, Lucid, Zoom and Meet reject ownership filters. Lucid title search has no continuation; folder browsing is paginated and returns child folders in account coverage; project can scope a literal shape-text query to one known document UUID or Lucid URL. Read for structured diagram evidence. Dates and sorting cover only retrieved candidates, not globally newest/oldest matches. Write queries from the returned live guidance and account IDs; each account status names the queryIndex its cursor belongs to. Omit for simple cross-provider terms.` - ), - query: z - .string() - .trim() - .max(2000) - .default('') - .describe( - 'Search terms, without dates already supplied as filters. May be empty for a live listing with a date bound or sortBy newest or oldest where supported, or use an explicit native browse mode. Notion date-only search depends on plan capabilities.' - ), - topK: z - .number() - .int() - .min(1) - .max(50) - .default(20) - .describe( - 'Maximum matching passage previews; retrieval ranking is independent of preview length.' - ), - }) - .superRefine((input, context) => { - const bounded = Boolean( - input.startDate || - input.endDate || - input.modifiedAfter || - input.modifiedBefore || - input.sortBy === 'newest' || - input.sortBy === 'oldest' - ) - if ( - !input.query && - !input.nativeQueries?.some((query) => query.query || query.browse) && - !bounded - ) - context.addIssue({ - code: 'custom', - path: ['query'], - message: 'Supply search terms, a native query, a date bound, or sortBy newest or oldest.', - }) - if ( - input.startDate && - input.endDate && - Date.parse(input.startDate) >= Date.parse(input.endDate) - ) - context.addIssue({ - code: 'custom', - path: ['endDate'], - message: 'endDate must be after startDate.', - }) - if (input.nativeQueries?.some((query) => !query.query && !query.browse) && !bounded) - context.addIssue({ - code: 'custom', - path: ['nativeQueries'], - message: 'Empty native queries require a date bound or sortBy newest or oldest.', - }) - }) +export const searchWorkspaceInputFieldsSchema = workspaceSearchFiltersSchema.extend({ + nativeQueries: nativeSearchQueriesSchema + .optional() + .describe( + `Live search only: queries in a provider's own language (Drive q, Gmail operators, JQL, CQL, GitHub qualifiers, Slack RTS, plain Linear/Fireflies/HubSpot/Lucid/Zoom terms, bounded local Google Meet text matching, Granola natural-language questions, Notion keywords or AI questions when available). Blank queries require a date bound, sortBy newest/oldest, or explicit browse mode. Lucid browse folder lists root or a numeric folder project; Notion browse private/shared/favorites/recent lists sidebar pages. Recent means viewed, not modified. Up to ${MAX_NATIVE_QUERIES_PER_ACCOUNT} per account run separately and merge; one GitHub, GitLab, or HubSpot query without a kind searches GitHub issues (plus code when the query has no date bound or boolean operators, as its status message says), GitLab issues, merge requests, and code, or every HubSpot CRM kind; other collections, and multiple content queries on one account, each need a kind, which may repeat; explicit browse queries may select distinct folders or sidebar sections without a kind. HubSpot kinds are contacts, companies, deals, and tickets; Lucid kinds are lucidchart and lucidspark. Google Meet kinds are transcript and smart_notes (note metadata and Docs link only); it searches bounded recent conference artifacts with 30-day retention. Zoom kind is meeting and searches past occurrences; read for transcripts and separately labeled summaries. Use Drive for saved Meet note bodies and older transcripts; Drive dates mean file modification time. HubSpot, Lucid, Zoom and Meet reject ownership filters. Lucid title search has no continuation; folder browsing is paginated and returns child folders in account coverage; project can scope a literal shape-text query to one known document UUID or Lucid URL. Read for structured diagram evidence. Dates and sorting cover only retrieved candidates, not globally newest/oldest matches. Write queries from the returned live guidance and account IDs; each account status names the queryIndex its cursor belongs to. Omit for simple cross-provider terms.` + ), + query: z + .string() + .trim() + .max(2000) + .default('') + .describe( + 'Search terms, without dates already supplied as filters. May be empty for a live listing with a date bound or sortBy newest or oldest where supported, or use an explicit native browse mode. Notion date-only search depends on plan capabilities.' + ), + topK: z + .number() + .int() + .min(1) + .max(50) + .default(20) + .describe( + 'Maximum matching passage previews; retrieval ranking is independent of preview length.' + ), +}) + +/** Rules shared by every search input schema built from {@link searchWorkspaceInputFieldsSchema}. */ +export function refineSearchWorkspaceInput( + input: Omit, 'topK'>, + context: z.RefinementCtx +) { + const bounded = Boolean( + input.startDate || + input.endDate || + input.modifiedAfter || + input.modifiedBefore || + input.sortBy === 'newest' || + input.sortBy === 'oldest' + ) + if ( + !input.query && + !input.nativeQueries?.some((query) => query.query || query.browse) && + !bounded + ) + context.addIssue({ + code: 'custom', + path: ['query'], + message: 'Supply search terms, a native query, a date bound, or sortBy newest or oldest.', + }) + if (input.startDate && input.endDate && Date.parse(input.startDate) >= Date.parse(input.endDate)) + context.addIssue({ + code: 'custom', + path: ['endDate'], + message: 'endDate must be after startDate.', + }) + if (input.nativeQueries?.some((query) => !query.query && !query.browse) && !bounded) + context.addIssue({ + code: 'custom', + path: ['nativeQueries'], + message: 'Empty native queries require a date bound or sortBy newest or oldest.', + }) +} + +export const searchWorkspaceInputSchema = searchWorkspaceInputFieldsSchema.superRefine( + refineSearchWorkspaceInput +) export const readDocumentInputSchema = z.object({ documentId: z diff --git a/apps/sim/lib/api/contracts/mothership-chat-recall.ts b/apps/sim/lib/api/contracts/mothership-chat-recall.ts new file mode 100644 index 00000000000..c5dcf017070 --- /dev/null +++ b/apps/sim/lib/api/contracts/mothership-chat-recall.ts @@ -0,0 +1,9 @@ +import { defineRouteContract } from '@/lib/api/contracts/types' +import { RecallChatsRequest, RecallChatsResponse } from '@/lib/mothership/generated/chat-recall' + +export const readRecallChatsContract = defineRouteContract({ + method: 'POST', + path: '/api/mothership/chats/recall', + body: RecallChatsRequest, + response: { mode: 'json', schema: RecallChatsResponse }, +}) diff --git a/apps/sim/lib/knowledge/mcp/server.protocol.test.ts b/apps/sim/lib/knowledge/mcp/server.protocol.test.ts index 2b5aaf4561d..8cde306a04b 100644 --- a/apps/sim/lib/knowledge/mcp/server.protocol.test.ts +++ b/apps/sim/lib/knowledge/mcp/server.protocol.test.ts @@ -77,6 +77,9 @@ describe('Search MCP protocol', () => { const search = await client.callTool({ name: 'search', arguments: { query: 'release' } }) expect(search.isError).not.toBe(true) expect(search.content).toEqual([{ type: 'text', text: expect.stringContaining(documentId) }]) + expect(mocks.liveSearch).toHaveBeenCalledWith( + expect.objectContaining({ input: expect.objectContaining({ topK: 30 }) }) + ) const read = await client.callTool({ name: 'read_document', arguments: { documentId } }) expect(read.isError).not.toBe(true) expect(read.content).toEqual([ diff --git a/apps/sim/lib/knowledge/mcp/server.test.ts b/apps/sim/lib/knowledge/mcp/server.test.ts index a814f7e3dd8..f5bafa7d108 100644 --- a/apps/sim/lib/knowledge/mcp/server.test.ts +++ b/apps/sim/lib/knowledge/mcp/server.test.ts @@ -140,6 +140,29 @@ describe('live organization Search MCP', () => { } ) + it.each([ + [{ query: 'release' }, 30], + [{ query: 'release', topK: 12 }, 12], + [{ query: 'release', source: 'slack' }, 20], + [{ query: 'release', sortBy: 'relevance' }, 30], + [{ query: 'release', sortBy: 'newest' }, 20], + [ + { + query: 'release', + nativeQueries: [{ provider: 'slack', accountId: 'account-1', query: 'release' }], + }, + 20, + ], + [{ query: '', startDate: '2026-09-01T00:00:00Z' }, 20], + ])('searches %o for up to %i previews', async (input, topK) => { + create() + mocks.liveSearch.mockClear() + await call('search', input) + expect(mocks.liveSearch).toHaveBeenCalledWith( + expect.objectContaining({ input: expect.objectContaining({ topK }) }) + ) + }) + it.each(['search', 'read_document'])( 'refuses live %s content with incomplete secret provenance', async (tool) => { diff --git a/apps/sim/lib/knowledge/mcp/server.ts b/apps/sim/lib/knowledge/mcp/server.ts index 29e21aceaf6..56d058ba17a 100644 --- a/apps/sim/lib/knowledge/mcp/server.ts +++ b/apps/sim/lib/knowledge/mcp/server.ts @@ -6,6 +6,7 @@ import { parseRetryAfter } from '@sim/utils/retry' import type { NextRequest } from 'next/server' import { chatSearchMcpSchema, + liveSearchMcpDefaultTopK, liveSearchMcpSchema, readLiveDocumentMcpSchema, } from '@/lib/api/contracts/knowledge/mcp' @@ -133,13 +134,14 @@ export function createKnowledgeMcpServer(context: KnowledgeMcpContext): McpServe }, async (input: unknown, extra: { signal: AbortSignal }) => execute('search', knowledgeOperations.search, extra.signal, async (registry, signal) => { - const { query, topK, nativeQueries, ...filters } = liveSearchMcpSchema.parse(input) + const parsed = liveSearchMcpSchema.parse(input) + const { query, topK, nativeQueries, ...filters } = parsed const result = await searchLiveKnowledge.execute({ principal, input: { organizationId, query, - topK, + topK: topK ?? liveSearchMcpDefaultTopK(parsed), nativeQueries, filters, resultSecretRegistry: registry, diff --git a/apps/sim/lib/mothership/chat/application/read-recall-chats.integration.ts b/apps/sim/lib/mothership/chat/application/read-recall-chats.integration.ts new file mode 100644 index 00000000000..054f567ec30 --- /dev/null +++ b/apps/sim/lib/mothership/chat/application/read-recall-chats.integration.ts @@ -0,0 +1,184 @@ +/** Runs the recall list query against real PostgreSQL rows, so each filter is proven by a row it drops. */ +import { db } from '@sim/db' +import { copilotChats, organization, user, workspace } from '@sim/db/schema' +import { deleteWorkspaceFixture, insertWorkspaceFixture } from '@sim/db/testing/workspace-fixtures' +import { generateId } from '@sim/utils/id' +import { inArray, or } from 'drizzle-orm' +import { afterAll, beforeAll, describe, expect, it } from 'vitest' +import { listRecallChats } from '@/lib/mothership/chat/application/read-recall-chats' + +const ownerId = generateId() +const otherUserId = generateId() +const workspaceId = generateId() +const otherWorkspaceId = generateId() +const organizationId = generateId() +const otherOrganizationId = generateId() + +const at = (minute: number) => new Date(Date.UTC(2026, 9, 19, 10, minute)) +const benchmark = { benchmark: { id: 'benchmark-1', operatorUserId: ownerId } } + +async function chat( + values: Partial & + ({ workspaceId: string } | { organizationId: string }) +) { + await db + .insert(copilotChats) + .values({ userId: ownerId, type: 'mothership', updatedAt: at(0), ...values }) +} + +/** The tied pair in the order the query must return them: higher id first. */ +const tieOrder = (a: string, b: string) => (a > b ? [a, b] : [b, a]) + +const workspaceChats = { + calling: generateId(), + oldest: generateId(), + tieA: generateId(), + tieB: generateId(), + newest: generateId(), + plan: generateId(), +} +const organizationChats = { + calling: generateId(), + assistant: generateId(), + agent: generateId(), + plan: generateId(), +} + +beforeAll(async () => { + const now = new Date() + await db.insert(user).values( + [ownerId, otherUserId].map((id) => ({ + id, + name: 'Recall chats fixture', + email: `${id}@recall-chats.test`, + emailVerified: true, + createdAt: now, + updatedAt: now, + })) + ) + for (const id of [workspaceId, otherWorkspaceId]) + await insertWorkspaceFixture(db, { + id, + name: 'Recall chats fixture', + ownerId, + billedAccountUserId: ownerId, + }) + await db.insert(organization).values( + [organizationId, otherOrganizationId].map((id) => ({ + id, + name: 'Recall chats fixture', + slug: id, + })) + ) + + await chat({ id: workspaceChats.calling, workspaceId, updatedAt: at(50) }) + await chat({ id: workspaceChats.oldest, workspaceId, title: 'Oldest', updatedAt: at(1) }) + await chat({ id: workspaceChats.tieA, workspaceId, updatedAt: at(2) }) + await chat({ id: workspaceChats.tieB, workspaceId, updatedAt: at(2) }) + await chat({ id: workspaceChats.newest, workspaceId, title: 'Newest', updatedAt: at(3) }) + await chat({ + id: workspaceChats.plan, + workspaceId, + config: { conversationMode: 'plan' }, + updatedAt: at(4), + }) + // Each row below differs from a listed one by exactly one excluded property. + await chat({ workspaceId, deletedAt: now, updatedAt: at(40) }) + await chat({ workspaceId, config: benchmark, updatedAt: at(41) }) + await chat({ workspaceId, userId: otherUserId, updatedAt: at(42) }) + await chat({ workspaceId: otherWorkspaceId, updatedAt: at(43) }) + await chat({ workspaceId, type: 'copilot', updatedAt: at(44) }) + + await chat({ id: organizationChats.calling, organizationId, updatedAt: at(50) }) + await chat({ id: organizationChats.assistant, organizationId, updatedAt: at(1) }) + await chat({ + id: organizationChats.agent, + organizationId, + config: { conversationMode: 'agent' }, + updatedAt: at(2), + }) + await chat({ + id: organizationChats.plan, + organizationId, + config: { conversationMode: 'plan' }, + updatedAt: at(3), + }) + await chat({ organizationId, deletedAt: now, updatedAt: at(40) }) + await chat({ organizationId, config: benchmark, updatedAt: at(41) }) + await chat({ organizationId, userId: otherUserId, updatedAt: at(42) }) + await chat({ organizationId: otherOrganizationId, updatedAt: at(43) }) + await chat({ organizationId, type: 'copilot', updatedAt: at(44) }) +}) + +afterAll(async () => { + await db + .delete(copilotChats) + .where( + or( + inArray(copilotChats.workspaceId, [workspaceId, otherWorkspaceId]), + inArray(copilotChats.organizationId, [organizationId, otherOrganizationId]) + ) + ) + await db + .delete(organization) + .where(inArray(organization.id, [organizationId, otherOrganizationId])) + await deleteWorkspaceFixture(db, inArray(workspace.id, [workspaceId, otherWorkspaceId])) + await db.delete(user).where(inArray(user.id, [ownerId, otherUserId])) + await db.$client.end() +}) + +const ids = (rows: { id: string }[]) => rows.map(({ id }) => id) + +describe("listing a chat owner's other live chats", () => { + const inWorkspace = (includePlanChats: boolean, limit = 50) => + listRecallChats({ + userId: ownerId, + owner: { workspaceId }, + excludeChatId: workspaceChats.calling, + includePlanChats, + limit, + }) + const inOrganization = (includePlanChats: boolean) => + listRecallChats({ + userId: ownerId, + owner: { organizationId }, + excludeChatId: organizationChats.calling, + includePlanChats, + limit: 50, + }) + + it("lists only the owner's live home chats in the workspace, newest first and ties by id, without plan chats while Plan mode is off", async () => { + const rows = await inWorkspace(false) + expect(ids(rows)).toEqual([ + workspaceChats.newest, + ...tieOrder(workspaceChats.tieA, workspaceChats.tieB), + workspaceChats.oldest, + ]) + expect(rows[0]).toEqual({ id: workspaceChats.newest, title: 'Newest', updatedAt: at(3) }) + }) + + it('lists the plan chats too while Plan mode is on', async () => { + expect(ids(await inWorkspace(true))).toEqual([ + workspaceChats.plan, + workspaceChats.newest, + ...tieOrder(workspaceChats.tieA, workspaceChats.tieB), + workspaceChats.oldest, + ]) + }) + + it("lists only the owner's live home chats in the organization, plan chats only while Plan mode is on", async () => { + expect(ids(await inOrganization(false))).toEqual([ + organizationChats.agent, + organizationChats.assistant, + ]) + expect(ids(await inOrganization(true))).toEqual([ + organizationChats.plan, + organizationChats.agent, + organizationChats.assistant, + ]) + }) + + it('stops at the limit, keeping the most recently updated', async () => { + expect(ids(await inWorkspace(true, 2))).toEqual([workspaceChats.plan, workspaceChats.newest]) + }) +}) diff --git a/apps/sim/lib/mothership/chat/application/read-recall-chats.test.ts b/apps/sim/lib/mothership/chat/application/read-recall-chats.test.ts new file mode 100644 index 00000000000..e6a8af0d347 --- /dev/null +++ b/apps/sim/lib/mothership/chat/application/read-recall-chats.test.ts @@ -0,0 +1,218 @@ +/** @vitest-environment node */ +import { copilotChats, member, workspace } from '@sim/db/schema' +import { queueTableRows, resetDbChainMock } from '@sim/testing' +import { authBanMock, authBanMockFns } from '@sim/testing/mocks/auth-ban.mock' +import { + mothershipOrganizationChatsMock, + mothershipOrganizationChatsMockFns, +} from '@sim/testing/mocks/mothership-organization-chats.mock' +import { + permissionGroupsResolveMock, + permissionGroupsResolveMockFns, +} from '@sim/testing/mocks/permission-groups-resolve.mock' +import { workspaceAuthzMock, workspaceAuthzMockFns } from '@sim/testing/mocks/workspace-authz.mock' +import { beforeEach, describe, expect, it, vi } from 'vitest' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { + createTrustedCopilotPrincipal, + createTrustedOrganizationCopilotPrincipal, +} from '@/lib/mothership/auth/application-delegation' +import { + RECALL_CHATS_AUDIENCE, + readRecallChats, +} from '@/lib/mothership/chat/application/read-recall-chats' + +const mocks = vi.hoisted(() => ({ + capability: vi.fn(), + plan: vi.fn(), +})) +vi.mock('@/lib/permission-groups/capability-assertions', async (importOriginal) => ({ + ...(await importOriginal()), + assertWorkspaceCapability: mocks.capability, +})) +vi.mock('@/lib/mothership/chat/organization-chats', () => mothershipOrganizationChatsMock) +vi.mock('@/lib/mothership/feature-flags', async (importOriginal) => ({ + ...(await importOriginal()), + isPlanModeEnabled: mocks.plan, +})) + +const build = mothershipOrganizationChatsMockFns.mockRequireOrganizationBuildPermission + +const input = { chatId: 'chat-1', limit: 50 } +const listed = [ + { id: 'chat-2', title: 'Import fix', updatedAt: new Date('2026-10-19T10:00:00.000Z') }, + { id: 'chat-3', title: null, updatedAt: new Date('2026-10-18T09:00:00.000Z') }, +] +const expected = { + userId: 'actor', + chats: [ + { id: 'chat-2', title: 'Import fix', updatedAt: '2026-10-19T10:00:00.000Z' }, + { id: 'chat-3', title: null, updatedAt: '2026-10-18T09:00:00.000Z' }, + ], +} + +function organizationPrincipal() { + return createTrustedOrganizationCopilotPrincipal( + { userId: 'actor', organizationId: 'org-1', chatId: 'chat-1', delegationId: 'recall-1' }, + { audience: RECALL_CHATS_AUDIENCE, ttlMs: 60_000 } + ) +} +/** The requesting chat, its owner's membership (checked by the funnel and again for the role), then the list. */ +function queueOrganizationChat(mode = 'agent', membership = true) { + queueTableRows(copilotChats, [ + { userId: 'actor', organizationId: 'org-1', workspaceId: null, type: 'mothership', mode }, + ]) + queueTableRows(member, membership ? [{ role: 'member' }] : []) + queueTableRows(member, membership ? [{ role: 'member' }] : []) + queueTableRows(copilotChats, listed) +} +function workspacePrincipal(overrides: { chatId?: string; audience?: string } = {}) { + return createTrustedCopilotPrincipal( + { + userId: 'actor', + workspaceId: 'workspace', + chatId: overrides.chatId ?? 'chat-1', + delegationId: 'recall', + }, + { audience: overrides.audience ?? RECALL_CHATS_AUDIENCE, ttlMs: 60_000 } + ) +} +function queueWorkspaceChat(mode = 'agent', type = 'mothership') { + queueTableRows(copilotChats, [ + { userId: 'actor', organizationId: null, workspaceId: 'workspace', type, mode }, + ]) + queueTableRows(workspace, [ + { + id: 'workspace', + organizationId: null, + allowPersonalApiKeys: true, + billedAccountUserId: 'actor', + }, + ]) + queueTableRows(copilotChats, listed) +} +const code = (error: unknown) => (error instanceof OrchestrationError ? error.code : String(error)) + +describe("a chat's other chats", () => { + beforeEach(() => { + resetDbChainMock() + authBanMockFns.mockGetActivelyBannedUserIds.mockResolvedValue([]) + permissionGroupsResolveMockFns.mockGetUserPermissionConfigForOrganization.mockResolvedValue( + null + ) + workspaceAuthzMockFns.mockResolveEffectiveWorkspacePermission.mockResolvedValue('read') + mocks.capability.mockResolvedValue(undefined) + build.mockReset() + mocks.plan.mockReset().mockResolvedValue(true) + }) + + it.each(['agent', 'plan'])( + "lists the owner's other live organization chats from a %s chat, newest first", + async (mode) => { + queueOrganizationChat(mode) + expect(await readRecallChats.execute({ principal: organizationPrincipal(), input })).toEqual( + expected + ) + expect(build).toHaveBeenCalledWith({ organizationId: 'org-1', role: 'member' }) + } + ) + + it('lists nothing an organization member without build permission could open', async () => { + queueOrganizationChat() + build.mockRejectedValue(new OrchestrationError('forbidden', 'Build requires permission')) + await expect( + readRecallChats.execute({ principal: organizationPrincipal(), input }) + ).rejects.toMatchObject({ code: 'forbidden' }) + }) + + it('refuses a plan chat while Plan mode is off, in an organization or a workspace', async () => { + mocks.plan.mockResolvedValue(false) + queueOrganizationChat('plan') + await expect( + readRecallChats.execute({ principal: organizationPrincipal(), input }) + ).rejects.toMatchObject({ code: 'not_found' }) + resetDbChainMock() + queueWorkspaceChat('plan') + await expect( + readRecallChats.execute({ principal: workspacePrincipal(), input }) + ).rejects.toMatchObject({ code: 'not_found' }) + }) + + it("lists a workspace chat owner's live chats in that workspace and rechecks access", async () => { + queueWorkspaceChat() + expect(await readRecallChats.execute({ principal: workspacePrincipal(), input })).toEqual( + expected + ) + resetDbChainMock() + queueWorkspaceChat() + workspaceAuthzMockFns.mockResolveEffectiveWorkspacePermission.mockResolvedValue(null) + await expect( + readRecallChats.execute({ principal: workspacePrincipal(), input }) + ).rejects.toBeInstanceOf(OrchestrationError) + }) + + it.each([ + ['chat', { chatId: 'other' }], + ['audience', { audience: 'other' }], + ] as const)('rejects a workspace principal with a forged %s', async (_field, overrides) => { + queueWorkspaceChat() + const error = await readRecallChats + .execute({ principal: workspacePrincipal(overrides), input }) + .catch((caught: unknown) => caught) + expect(['forbidden', 'not_found']).toContain(code(error)) + }) + + it.each(['user', 'organization', 'chat', 'audience', 'expired'] as const)( + 'rejects an organization principal with a forged %s', + async (field) => { + queueOrganizationChat() + const trusted = organizationPrincipal() + if (trusted.kind !== 'organization_delegated' || trusted.serviceId !== 'copilot') + throw new Error('Expected copilot principal') + const caller = { + ...trusted, + ...(field === 'user' ? { subjectUserId: 'other' } : {}), + ...(field === 'organization' ? { organizationId: 'other' } : {}), + ...(field === 'chat' ? { resourceScope: { chatId: 'other' } } : {}), + ...(field === 'audience' ? { audience: 'other' } : {}), + ...(field === 'expired' ? { expiresAt: new Date(0) } : {}), + } + const error = await readRecallChats + .execute({ principal: caller, input }) + .catch((caught: unknown) => caught) + expect(['forbidden', 'not_found']).toContain(code(error)) + expect(build).not.toHaveBeenCalled() + } + ) + + it('lists nothing for revoked membership, an assistant chat, a workflow chat, or a suspended user', async () => { + queueOrganizationChat('agent', false) + await expect( + readRecallChats.execute({ principal: organizationPrincipal(), input }) + ).rejects.toBeInstanceOf(OrchestrationError) + resetDbChainMock() + queueOrganizationChat('assistant') + await expect( + readRecallChats.execute({ principal: organizationPrincipal(), input }) + ).rejects.toMatchObject({ code: 'forbidden' }) + resetDbChainMock() + // A workflow's copilot chat is no home chat, so it reads no home chats back. + queueWorkspaceChat('agent', 'copilot') + await expect( + readRecallChats.execute({ principal: workspacePrincipal(), input }) + ).rejects.toMatchObject({ code: 'not_found' }) + resetDbChainMock() + queueOrganizationChat() + authBanMockFns.mockGetActivelyBannedUserIds.mockResolvedValue(['actor']) + await expect( + readRecallChats.execute({ principal: organizationPrincipal(), input }) + ).rejects.toMatchObject({ code: 'forbidden' }) + expect(build).not.toHaveBeenCalled() + }) +}) + +vi.mock('@/lib/auth/ban', () => authBanMock) + +vi.mock('@/lib/permission-groups/resolve.server', () => permissionGroupsResolveMock) + +vi.mock('@sim/platform-authz/workspace', () => workspaceAuthzMock) diff --git a/apps/sim/lib/mothership/chat/application/read-recall-chats.ts b/apps/sim/lib/mothership/chat/application/read-recall-chats.ts new file mode 100644 index 00000000000..04f1ba9bacd --- /dev/null +++ b/apps/sim/lib/mothership/chat/application/read-recall-chats.ts @@ -0,0 +1,142 @@ +import type { DelegatedPrincipal, OrganizationDelegatedPrincipal } from '@sim/auth/principal' +import { db } from '@sim/db' +import { copilotChats } from '@sim/db/schema' +import { and, desc, eq, isNull, ne, sql } from 'drizzle-orm' +import { defineWorkspaceOperation } from '@/lib/core/application' +import { authorizeOrganizationOperation } from '@/lib/core/application/organization-authorization' +import { defineOrganizationOperation } from '@/lib/core/application/organization-operation' +import { OrchestrationError } from '@/lib/core/orchestration/types' +import { defineAuthorizedChatUseCase } from '@/lib/mothership/chat/application/authorized-chat-use-case' +import { + requireOwnedChatReadable, + resolveOwnedChatContext, +} from '@/lib/mothership/chat/application/context' +import { conversationModeSelection } from '@/lib/mothership/chat/intent' +import { requireOrganizationBuildPermission } from '@/lib/mothership/chat/organization-chats' +import { isPlanModeEnabled } from '@/lib/mothership/feature-flags' +import type { + RecallChatsRequest, + RecallChatsResponse, +} from '@/lib/mothership/generated/chat-recall' + +export const RECALL_CHATS_AUDIENCE = 'sim:copilot-recall' +export const readRecallChatsOperation = defineWorkspaceOperation({ + id: 'mothership.chats.recall', + contentDelivery: 'none', + minimumRole: 'read', + workspaceApiKey: 'deny', + capability: 'copilot.use', + principalKinds: ['delegated'], + delegatedServices: ['copilot'], +}) +const readRecallChatsOrganizationOperation = defineOrganizationOperation({ + id: readRecallChatsOperation.id, + contentDelivery: readRecallChatsOperation.contentDelivery, + minimumRole: 'member', + capability: readRecallChatsOperation.capability, + principalKinds: ['organization_delegated'], + delegationAudience: RECALL_CHATS_AUDIENCE, + delegatedServices: ['copilot'], +}) + +/** + * A user's live home chats in one workspace or organization other than `excludeChatId`, most + * recently updated first (ties by id): benchmark chats are never listed, and plan chats only with + * `includePlanChats`. Callers authorize the user and scope first. + */ +export async function listRecallChats(query: { + userId: string + owner: { organizationId: string } | { workspaceId: string } + excludeChatId: string + includePlanChats: boolean + limit: number +}) { + return db + .select({ id: copilotChats.id, title: copilotChats.title, updatedAt: copilotChats.updatedAt }) + .from(copilotChats) + .where( + and( + eq(copilotChats.userId, query.userId), + 'organizationId' in query.owner + ? eq(copilotChats.organizationId, query.owner.organizationId) + : eq(copilotChats.workspaceId, query.owner.workspaceId), + eq(copilotChats.type, 'mothership'), + sql`${copilotChats.config}->'benchmark' IS NULL`, + isNull(copilotChats.deletedAt), + ne(copilotChats.id, query.excludeChatId), + query.includePlanChats ? undefined : sql`${conversationModeSelection} <> 'plan'` + ) + ) + .orderBy(desc(copilotChats.updatedAt), desc(copilotChats.id)) + .limit(query.limit) +} + +/** + * The chats an agent chat may read back besides itself: its owner's live home chats in the same + * workspace or organization that the owner may open now, most recently updated first. Deleted chats + * are gone here at once, though their events stay in the worker's log until cleanup. + * + * The requesting chat must itself be readable as Sim's read path checks it; that also grants the + * organization build permission every listed agent or plan chat needs, so the list only drops plan + * chats while Plan mode is off. Assistant chats are listed: they are the owner's own conversations. + */ +export const readRecallChats = defineAuthorizedChatUseCase({ + operation: readRecallChatsOperation, + organizationOperation: readRecallChatsOrganizationOperation, + resolveContext: ({ + principal, + input, + }: { + principal: DelegatedPrincipal | OrganizationDelegatedPrincipal + input: RecallChatsRequest + }) => resolveOwnedChatContext(principal, input.chatId), + authorizationOptions: { + delegation: { + audience: RECALL_CHATS_AUDIENCE, + isWithinScope: (principal, context) => + principal.serviceId === 'copilot' && + principal.workspaceId === context.workspaceId && + principal.resourceScope?.chatId === context.chatId, + }, + }, + async execute({ principal, context, input }): Promise { + if (context.type !== 'mothership') throw new OrchestrationError('not_found', 'Chat not found') + if (context.mode !== 'agent' && context.mode !== 'plan') { + throw new OrchestrationError('forbidden', 'Reading other chats requires an agent chat') + } + const planEnabled = await isPlanModeEnabled(context.userId) + if (context.organizationId) { + const { role } = await authorizeOrganizationOperation( + principal, + readRecallChatsOrganizationOperation, + { organizationId: context.organizationId } + ) + await requireOrganizationBuildPermission({ organizationId: context.organizationId, role }) + if (context.mode === 'plan' && !planEnabled) + throw new OrchestrationError('not_found', 'Plan mode is unavailable') + } else { + await requireOwnedChatReadable(context) + } + const owner = context.organizationId + ? { organizationId: context.organizationId } + : context.workspaceId + ? { workspaceId: context.workspaceId } + : undefined + if (!owner) throw new OrchestrationError('not_found', 'Chat not found') + const chats = await listRecallChats({ + userId: context.userId, + owner, + excludeChatId: context.chatId, + includePlanChats: planEnabled, + limit: input.limit, + }) + return { + userId: context.userId, + chats: chats.map(({ id, title, updatedAt }) => ({ + id, + title, + updatedAt: updatedAt.toISOString(), + })), + } + }, +}) diff --git a/apps/sim/lib/mothership/generated/chat-recall.ts b/apps/sim/lib/mothership/generated/chat-recall.ts new file mode 100644 index 00000000000..fbb31c74f14 --- /dev/null +++ b/apps/sim/lib/mothership/generated/chat-recall.ts @@ -0,0 +1,25 @@ +// GENERATED — do not edit. Source of truth: mothership worker packages/contracts/src/chat-recall.ts +// Regenerate with `bun run contracts:sync` in the worker. + +import { z } from "zod"; + +/** The chats a conversation may read back besides its own: its user's live chats in its workspace or organization. */ +export const RecallChatsRequest = z.object({ + chatId: z.uuid(), + limit: z.number().int().min(1).max(200), +}); +export type RecallChatsRequest = z.infer; + +export const RecallChat = z.object({ + id: z.uuid(), + title: z.string().nullable(), + updatedAt: z.string().datetime(), +}); +export type RecallChat = z.infer; + +/** Most recently updated first; deleted chats never appear. */ +export const RecallChatsResponse = z.object({ + userId: z.string().min(1), + chats: z.array(RecallChat).max(200), +}); +export type RecallChatsResponse = z.infer; diff --git a/apps/sim/lib/mothership/generated/sim-transport.ts b/apps/sim/lib/mothership/generated/sim-transport.ts index c0b8695bb35..c869ff1ebb8 100644 --- a/apps/sim/lib/mothership/generated/sim-transport.ts +++ b/apps/sim/lib/mothership/generated/sim-transport.ts @@ -2,6 +2,7 @@ // Regenerate with `bun run contracts:sync` in the worker. import { z } from "zod"; +import { RecallChatsRequest } from "./chat-recall"; import { IntegrationCatalogRequest } from "./integration-catalog"; import { MemoryNotesAccessInput } from "./memory-notes-access"; import { MemoryScopeRequest } from "./memory-scope"; @@ -37,6 +38,7 @@ export const SimControlOperation = z.discriminatedUnion("kind", [ z.object({ kind: z.literal("wake"), input: TaskWakeRequest }), z.object({ kind: z.literal("workspace_context"), input: z.object({ workspaceId: z.uuid() }) }), z.object({ kind: z.literal("integration_catalog"), input: IntegrationCatalogRequest }), + z.object({ kind: z.literal("recall_chats"), input: RecallChatsRequest }), ]); export type SimControlOperation = z.infer; diff --git a/apps/sim/lib/mothership/transport/control.test.ts b/apps/sim/lib/mothership/transport/control.test.ts index 14e34392109..280c6e2fac0 100644 --- a/apps/sim/lib/mothership/transport/control.test.ts +++ b/apps/sim/lib/mothership/transport/control.test.ts @@ -6,6 +6,7 @@ import { beforeEach, describe, expect, it, vi } from 'vitest' const handlers = vi.hoisted(() => ({ memory: vi.fn(), + recall: vi.fn(), read: vi.fn(), status: vi.fn(), prepare: vi.fn(), @@ -16,6 +17,10 @@ vi.mock('@/lib/mothership/memory/application/read-scope', () => ({ MEMORY_SCOPE_AUDIENCE: 'memory', readMemoryScope: { execute: handlers.memory }, })) +vi.mock('@/lib/mothership/chat/application/read-recall-chats', () => ({ + RECALL_CHATS_AUDIENCE: 'recall', + readRecallChats: { execute: handlers.recall }, +})) vi.mock('@/lib/mothership/integrations/application/catalog', () => ({ INTEGRATION_CATALOG_AUDIENCE: 'catalog', readIntegrationCatalog: { execute: handlers.catalog }, @@ -251,3 +256,29 @@ it('routes memory through the same use case for both delivery scopes', async () }) } }) + +it("routes a chat's other chats through the same use case for both delivery scopes", async () => { + handlers.recall.mockResolvedValue({ userId: 'user', chats: [] }) + for (const owner of [scope, { userId: 'user', organizationId: 'org', chatId: 'chat' }]) { + const result = await executeSimControl({ + ...request({ kind: 'recall_chats', input: { chatId: 'chat', limit: 50 } }), + scope: owner, + }) + expect(result).toEqual({ status: 200, body: JSON.stringify({ userId: 'user', chats: [] }) }) + expect(handlers.recall).toHaveBeenLastCalledWith({ + input: { chatId: 'chat', limit: 50 }, + principal: expect.objectContaining({ + subjectUserId: 'user', + audience: 'recall', + resourceScope: { chatId: 'chat' }, + }), + }) + } + expect( + ( + await executeSimControl( + request({ kind: 'recall_chats', input: { chatId: 'another-chat', limit: 50 } }) + ) + ).status + ).toBe(403) +}) diff --git a/apps/sim/lib/mothership/transport/control.ts b/apps/sim/lib/mothership/transport/control.ts index 31e4338195a..7c8ced95702 100644 --- a/apps/sim/lib/mothership/transport/control.ts +++ b/apps/sim/lib/mothership/transport/control.ts @@ -6,6 +6,10 @@ import { createTrustedCopilotPrincipal, createTrustedOrganizationCopilotPrincipal, } from '@/lib/mothership/auth/application-delegation' +import { + RECALL_CHATS_AUDIENCE, + readRecallChats, +} from '@/lib/mothership/chat/application/read-recall-chats' import { readWorkspaceContext } from '@/lib/mothership/chat/application/workspace-context' import { WORKSPACE_TARGET_AUDIENCE } from '@/lib/mothership/chat/application/workspace-target' import type { SimControlRequest, SimControlResult } from '@/lib/mothership/generated/sim-transport' @@ -52,15 +56,17 @@ export async function executeSimControl(request: SimControlRequest): Promise = JSON.parse( - '{"a2a_cancel_task":{"id":"a2a_cancel_task","name":"A2A Cancel Task","description":"Request cancellation of an in-progress A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to cancel"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_get_agent_card":{"id":"a2a_get_agent_card","name":"A2A Get Agent Card","description":"Fetch the Agent Card (discovery document) for an external A2A agent.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_get_task":{"id":"a2a_get_task","name":"A2A Get Task","description":"Retrieve the current state and result of an A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to retrieve"},"historyLength":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of history messages to include"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_send_message":{"id":"a2a_send_message","name":"A2A Send Message","description":"Send a message to an external A2A agent and return its response.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"message":{"type":"string","required":true,"visibility":"user-or-llm","description":"The message text to send"},"data":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional structured JSON data to attach"},"files":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional files to attach"},"taskId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Existing task ID to continue"},"contextId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Conversation context ID to continue"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"affinity_batch_update_entity_fields":{"id":"affinity_batch_update_entity_fields","name":"Affinity Batch Update Entity Fields","description":"Write up to 100 non-list field values on one company or person in a single request.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to write the fields on: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_batch_update_list_entry_fields":{"id":"affinity_batch_update_list_entry_fields","name":"Affinity Batch Update List Entry Fields","description":"Write up to 100 field values on one list row in a single request. Requires the \\"Export data from Lists\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_create_list":{"id":"affinity_create_list","name":"Affinity Create List","description":"Create a list. Its type fixes which entities it can hold, and the API key holder becomes its creator and owner.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the new list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Entity kind the list holds: company, opportunity, or person"},"isPublic":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Whether everyone in the organization can see the list"}},"hostedApiKey":"none"},"affinity_create_list_field_dropdown_option":{"id":"affinity_create_list_field_dropdown_option","name":"Affinity Create List Field Dropdown Option","description":"Add a selectable option to a dropdown field on a list. A ranked or status option also needs a rank and a color.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Kind of option to create, matching the field. dropdown takes only a label; ranked-dropdown also requires rank and color; status-dropdown additionally requires a status category. Sending a field the kind does not accept is rejected"},"text":{"type":"string","required":true,"visibility":"user-or-llm","description":"The option label"},"rank":{"type":"number","required":false,"visibility":"user-or-llm","description":"Sort order. Required on a ranked-dropdown or status-dropdown option"},"color":{"type":"string","required":false,"visibility":"user-or-llm","description":"Option color: white, gray, blue, green, purple, orange, or red. Required on a ranked-dropdown or status-dropdown option"},"statusCategory":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pipeline meaning of the option: open, won, lost, or on-hold. Status-dropdown options only"},"winRate":{"type":"number","required":false,"visibility":"user-or-llm","description":"Expected win rate of the status. Status-dropdown options only"}},"hostedApiKey":"none"},"affinity_create_merge":{"id":"affinity_create_merge","name":"Affinity Create Merge","description":"Fold a duplicate company or person into the record you are keeping. The merge runs asynchronously — poll the returned task to see it finish. Requires the \\"Manage duplicates\\" permission and an admin role.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What to merge: companies or persons"},"primaryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to keep"},"duplicateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the duplicate record to fold in"}},"hostedApiKey":"none"},"affinity_create_note":{"id":"affinity_create_note","name":"Affinity Create Note","description":"Write a note — attached to companies, persons, and opportunities, anchored to a meeting, call, or chat message, or posted as a reply to an existing note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Note shape: entities to attach it to records, interaction to anchor it to a meeting, call, or chat message, or user-reply to reply to a note"},"html":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note body as HTML"},"companyIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Companies to attach the note to, e.g. [1, 2]. Not used on a reply"},"personIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Persons to attach the note to, e.g. [1, 2]. Not used on a reply"},"opportunityIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Opportunities to attach the note to, e.g. [1, 2]. Not used on a reply"},"interactionId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The interaction to anchor the note to. Required for an interaction note"},"interactionType":{"type":"string","required":false,"visibility":"user-or-llm","description":"Kind of the anchoring interaction: meeting, call, or chat-message. Required for an interaction note"},"parentId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The note being replied to. Required for a user-reply note"},"creatorId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Attribute the note to another internal person. Defaults to the API key holder"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"Backdate the note to this ISO 8601 timestamp"}},"hostedApiKey":"none"},"affinity_create_reminder":{"id":"affinity_create_reminder","name":"Affinity Create Reminder","description":"Create a reminder on one company, person, or opportunity. A recurring reminder resets whenever the chosen signal happens instead of firing once.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"one-time to fire once, or recurring to reset on a signal"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What the reminder is about: company, person, or opportunity"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"dueDate":{"type":"string","required":false,"visibility":"user-or-llm","description":"When the reminder is due, as an ISO 8601 timestamp. Required for a one-time reminder; on a recurring one Affinity computes it from the period when omitted"},"content":{"type":"string","required":false,"visibility":"user-or-llm","description":"What the reminder says"},"ownerId":{"type":"string","required":true,"visibility":"user-or-llm","description":"User the reminder is assigned to. Must be an internal user. The API key holder is recorded as the creator, which is a separate field"},"resetTrigger":{"type":"string","required":false,"visibility":"user-or-llm","description":"What restarts a recurring reminder: interaction, email, or event. Required when the type is recurring"},"periodDays":{"type":"number","required":false,"visibility":"user-or-llm","description":"Days between firings of a recurring reminder. Required when the type is recurring"}},"hostedApiKey":"none"},"affinity_delete_list_field_dropdown_option":{"id":"affinity_delete_list_field_dropdown_option","name":"Affinity Delete List Field Dropdown Option","description":"Permanently delete a dropdown option on a list field. Every list entry currently set to it is cleared, and those values cannot be recovered.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID to delete"}},"hostedApiKey":"none"},"affinity_delete_note":{"id":"affinity_delete_note","name":"Affinity Delete Note","description":"Delete a note you created. Deleting a root note also deletes its replies; deleting a reply removes only that reply.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID to delete"}},"hostedApiKey":"none"},"affinity_get_company":{"id":"affinity_get_company","name":"Affinity Get Company","description":"Look up one company by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"companyId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The company ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_current_user":{"id":"affinity_get_current_user","name":"Affinity Get Current User","description":"Verify an Affinity API key and return the tenant, the user behind the key, and the scopes the grant carries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"}},"hostedApiKey":"none"},"affinity_get_entity_field_value":{"id":"affinity_get_entity_field_value","name":"Affinity Get Entity Field Value","description":"Read one non-list field value from a company or person.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read the field from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list":{"id":"affinity_get_list","name":"Affinity Get List","description":"Read one list — its name, type, owner, and privacy setting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"}},"hostedApiKey":"none"},"affinity_get_list_entry":{"id":"affinity_get_list_entry","name":"Affinity Get List Entry","description":"Read one row of a list with its entity. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_list_entry_field":{"id":"affinity_get_list_entry_field","name":"Affinity Get List Entry Field","description":"Read one field value on a list row.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list_field_dropdown_option":{"id":"affinity_get_list_field_dropdown_option","name":"Affinity Get List Field Dropdown Option","description":"Read one dropdown option on a list field.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID"}},"hostedApiKey":"none"},"affinity_get_merge":{"id":"affinity_get_merge","name":"Affinity Get Merge","description":"Read the status of one company or person merge, including why it failed if it did.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge to read: companies or persons"},"mergeId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge ID"}},"hostedApiKey":"none"},"affinity_get_merge_task":{"id":"affinity_get_merge_task","name":"Affinity Get Merge Task","description":"Read one merge task and how its merges are progressing. Poll this after starting a merge.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge task to read: companies or persons"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge task ID"}},"hostedApiKey":"none"},"affinity_get_note":{"id":"affinity_get_note","name":"Affinity Get Note","description":"Read one note with its body, author, mentions, and attached records.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"}},"hostedApiKey":"none"},"affinity_get_opportunity":{"id":"affinity_get_opportunity","name":"Affinity Get Opportunity","description":"Read one opportunity and the list it belongs to. Its field data lives on the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"opportunityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The opportunity ID"}},"hostedApiKey":"none"},"affinity_get_person":{"id":"affinity_get_person","name":"Affinity Get Person","description":"Look up one person by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"personId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The person ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_saved_view":{"id":"affinity_get_saved_view","name":"Affinity Get Saved View","description":"Read one saved view — its name, kind, and creation date.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"viewId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The saved view ID"}},"hostedApiKey":"none"},"affinity_get_transcript":{"id":"affinity_get_transcript","name":"Affinity Get Transcript","description":"Read one transcript with its first 100 fragments. Page the fragments endpoint for a longer meeting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"transcriptId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The transcript ID"}},"hostedApiKey":"none"},"affinity_get_user":{"id":"affinity_get_user","name":"Affinity Get User","description":"Read one internal user. A user and their person record share the same numeric ID, so a person ID works here.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"userId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The user ID, which is also their person ID"}},"hostedApiKey":"none"},"affinity_list_calls":{"id":"affinity_list_calls","name":"Affinity List Calls","description":"Page through logged calls and their participants. Only calls the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_chat_messages":{"id":"affinity_list_chat_messages","name":"Affinity List Chat Messages","description":"Page through logged chat messages and their participants. Only messages the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_companies":{"id":"affinity_list_companies","name":"Affinity List Companies","description":"Page through companies. Companies come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these company IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_coworker_connections":{"id":"affinity_list_coworker_connections","name":"Affinity List Coworker Connections","description":"Find warm paths into a company through shared work history: who in your Affinity data once worked alongside the people you want to reach. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_emails":{"id":"affinity_list_emails","name":"Affinity List Emails","description":"Page through email metadata — subject, participants, and timestamps. Affinity never exposes email bodies through the API.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_field_values":{"id":"affinity_list_entity_field_values","name":"Affinity List Entity Field Values","description":"Page through a company\'s or person\'s non-list field values. List fields are not returned here — read those through the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read field values from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_entity_list_entries":{"id":"affinity_list_entity_list_entries","name":"Affinity List Entity List Entries","description":"Page through a company\'s or person\'s rows across every list, each carrying that list\'s field values and when the entity was added.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the rows of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_lists":{"id":"affinity_list_entity_lists","name":"Affinity List Entity Lists","description":"List every list a company or person appears on that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the lists of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_notes":{"id":"affinity_list_entity_notes","name":"Affinity List Entity Notes","description":"List the notes relevant to one company, person, or opportunity — directly attached notes plus notes reaching it through its people and meetings.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity the notes hang off: companies, persons, or opportunities"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_entity_relationships":{"id":"affinity_list_entity_relationships","name":"Affinity List Entity Relationships","description":"List who knows a company or person, scored 0.0 to 1.0 by how much the two actually interact. Strongest first by default.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up relationships for: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on interactionScore only, e.g. \\"interactionScore>=0.5\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"interactionScore\\"] for weakest first, [\\"-interactionScore\\"] for strongest first (the default)"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_field_dropdown_options":{"id":"affinity_list_field_dropdown_options","name":"Affinity List Field Dropdown Options","description":"List the selectable options on a dropdown or ranked-dropdown company or person field. Writing such a field needs the option ID, not its text.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which field family the field belongs to: companies or persons"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown or ranked-dropdown field ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_metadata":{"id":"affinity_list_field_metadata","name":"Affinity List Field Metadata","description":"List the non-list company or person fields, with the value type, filter operators, and sort support of each. Start here to find the Field IDs the read and write tools take.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which fields to describe: companies or persons"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Status\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_value_changes":{"id":"affinity_list_field_value_changes","name":"Affinity List Field Value Changes","description":"Page through field value changes across the whole workspace. Built for delta sync: follow nextCursor to the end of a run, then resume from the last cursor next time.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, listEntry.id, changer.id, changedAt, or actionType. Resume a sync with e.g. \\"changedAt>2026-06-01T12:00:00Z\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"changedAt\\"] for oldest first (the default), [\\"-changedAt\\"] for newest first"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_investor_executive_connections":{"id":"affinity_list_investor_executive_connections","name":"Affinity List Investor Executive Connections","description":"Find warm paths into a company through investment history: which investors in your Affinity data backed a company the people you want to reach once led. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_list_entries":{"id":"affinity_list_list_entries","name":"Affinity List List Entries","description":"Page through the rows of a list. Rows come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_field_value_changes":{"id":"affinity_list_list_entry_field_value_changes","name":"Affinity List List Entry Field Value Changes","description":"Page through the history of one list row — who changed which field, when, and to what.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, changer.id, changedAt, or actionType, e.g. \\"field.id=field-1234\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_fields":{"id":"affinity_list_list_entry_fields","name":"Affinity List List Entry Fields","description":"Page through every field value on one list row, including the list-specific columns. All fields are returned unless narrowed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, list, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_list_field_dropdown_options":{"id":"affinity_list_list_field_dropdown_options","name":"Affinity List List Field Dropdown Options","description":"List the selectable options on a dropdown, ranked-dropdown, or status-dropdown field of a list.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_fields":{"id":"affinity_list_list_fields","name":"Affinity List List Fields","description":"List the fields available on one list, including its list-specific columns. Use these Field IDs when reading or writing list entries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Stage\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_lists":{"id":"affinity_list_lists","name":"Affinity List Lists","description":"Page through the lists in the organization that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"term":{"type":"string","required":false,"visibility":"user-or-llm","description":"Case-insensitive substring match on the list name"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_meetings":{"id":"affinity_list_meetings","name":"Affinity List Meetings","description":"Page through past and upcoming meetings with their organizer and attendees.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merge_tasks":{"id":"affinity_list_merge_tasks","name":"Affinity List Merge Tasks","description":"Page through merge tasks, each summarizing how many of its merges are in progress, succeeded, or failed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge tasks to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on status only, e.g. \\"status=in-progress\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merges":{"id":"affinity_list_merges","name":"Affinity List Merges","description":"Page through the company or person merges the organization has run, with the status and the records involved in each.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merges to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over status or taskId, e.g. \\"status=failed\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_note_attached_companies":{"id":"affinity_list_note_attached_companies","name":"Affinity List Note Attached Companies","description":"List the companies directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_opportunities":{"id":"affinity_list_note_attached_opportunities","name":"Affinity List Note Attached Opportunities","description":"List the opportunities directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_persons":{"id":"affinity_list_note_attached_persons","name":"Affinity List Note Attached Persons","description":"List the persons directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_replies":{"id":"affinity_list_note_replies","name":"Affinity List Note Replies","description":"Page through the replies on one note, including AI Notetaker replies.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID whose replies to read"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_notes":{"id":"affinity_list_notes","name":"Affinity List Notes","description":"Page through every note the caller can see. Replies are excluded.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_opportunities":{"id":"affinity_list_opportunities","name":"Affinity List Opportunities","description":"Page through opportunities. Field data lives on the list entry, not here — read it through the list or saved view the opportunity belongs to.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these opportunity IDs, e.g. [1, 2, 3]"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_persons":{"id":"affinity_list_persons","name":"Affinity List Persons","description":"Page through persons. Persons come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these person IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_reminders":{"id":"affinity_list_reminders","name":"Affinity List Reminders","description":"Page through the reminders the caller can see. Filter by status to surface what is overdue.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_saved_view_entries":{"id":"affinity_list_saved_view_entries","name":"Affinity List Saved View Entries","description":"Page through the rows of a saved view. The view\'s own filters and columns decide which rows and which field data come back.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"viewId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The saved view ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_saved_views":{"id":"affinity_list_saved_views","name":"Affinity List Saved Views","description":"List the saved views on a list that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_transcript_fragments":{"id":"affinity_list_transcript_fragments","name":"Affinity List Transcript Fragments","description":"Page through everything said in a meeting, segment by segment with the speaker.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"transcriptId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The transcript ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_transcripts":{"id":"affinity_list_transcripts","name":"Affinity List Transcripts","description":"Page through meeting transcript metadata. Read one transcript to get what was actually said.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_users":{"id":"affinity_list_users","name":"Affinity List Users","description":"Page through the internal users in the organization. Email addresses and roles are returned only to callers with the \\"Manage Users\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"term":{"type":"string","required":false,"visibility":"user-or-llm","description":"Case-insensitive match across first name, last name, and primary email"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over id or status, e.g. \\"status=active\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_search_companies":{"id":"affinity_search_companies","name":"Affinity Search Companies","description":"Search companies by filters, sorts, and a free-text term. Requires the \\"Export All Organizations directory\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filters":{"type":"json","required":false,"visibility":"user-or-llm","description":"Filter group as {operator: \\"and\\"|\\"or\\", filters: [...]}, at most 50 leaves. Each leaf is {valueType, fieldId, operator, value}, and a leaf may itself be a nested group"},"searchTerm":{"type":"string","required":false,"visibility":"user-or-llm","description":"Free-text term matched against the searchable fields. At least 3 characters"},"searchFieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs the search term is matched against. Defaults to the searchable fields"},"sorts":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order as [{fieldId, direction: \\"asc\\"|\\"desc\\", attributeId?}], up to 5, applied in order"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_search_files":{"id":"affinity_search_files","name":"Affinity Search Files","description":"Search files by keyword, ordered by relevance. Narrow to specific files or to one company, or leave both unset to search the whole account.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"prompt":{"type":"string","required":true,"visibility":"user-or-llm","description":"What to search for. Between 3 and 500 characters"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the search to these file IDs. Cannot be combined with Company ID"},"companyId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Restrict the search to one company\'s files. Cannot be combined with file IDs"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of files to return, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_search_list_entries":{"id":"affinity_search_list_entries","name":"Affinity Search List Entries","description":"Search the rows of one list by filters, sorts, and a free-text term. Requires the \\"Export data from Lists\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID to search"},"filters":{"type":"json","required":false,"visibility":"user-or-llm","description":"Filter group as {operator: \\"and\\"|\\"or\\", filters: [...]}, at most 50 leaves. Each leaf is {valueType, fieldId, operator, value}, and a leaf may itself be a nested group"},"searchTerm":{"type":"string","required":false,"visibility":"user-or-llm","description":"Free-text term matched against the searchable fields. At least 3 characters"},"searchFieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs the search term is matched against. Defaults to the searchable fields"},"sorts":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order as [{fieldId, direction: \\"asc\\"|\\"desc\\", attributeId?}], up to 5, applied in order"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. 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EWSelect has no page size and returns every matching ID, so append a database limit such as \\"limit 0,200\\" to bound the result."}},"hostedApiKey":"none"},"agiloft_update_record":{"id":"agiloft_update_record","name":"Agiloft Update Record","description":"Update an existing record in an Agiloft table.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to update"},"data":{"type":"string","required":true,"visibility":"user-or-llm","description":"Updated field values as a JSON object (e.g., {\\"status\\": \\"Active\\", \\"priority\\": \\"High\\"})"}},"hostedApiKey":"none"},"agiloft_upsert_record":{"id":"agiloft_upsert_record","name":"Agiloft Upsert Record","description":"Create an Agiloft record, or update it when a record already matches the given fields.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"match":{"type":"string","required":true,"visibility":"user-or-llm","description":"Field used to find an existing record (e.g., \\"ext_id\\"). Pick something that identifies a record uniquely — if more than one record matches, Agiloft writes nothing and returns a conflict."},"async":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Queue the write instead of waiting for it. Returns a callback ID instead of a record ID; pass that to Async Status to poll the result."},"data":{"type":"string","required":true,"visibility":"user-or-llm","description":"Field values as a JSON object. On create these populate the new record; on update only the supplied fields change."}},"hostedApiKey":"none"},"ahrefs_anchors":{"id":"ahrefs_anchors","name":"Ahrefs Anchors","description":"Get the anchor text distribution for a target domain or URL\'s backlinks, showing how many links and referring domains use each anchor text.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live), \\"all_time\\" (default, includes lost backlinks), or \\"since:YYYY-MM-DD\\" (backlinks found since a date)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_backlinks":{"id":"ahrefs_backlinks","name":"Ahrefs Backlinks","description":"Get a list of backlinks pointing to a target domain or URL. Returns details about each backlink including source URL, anchor text, and domain rating.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live backlinks), \\"all_time\\" (default, includes lost backlinks), or \\"since:YYYY-MM-DD\\" (backlinks found since a date)."},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_backlinks_stats":{"id":"ahrefs_backlinks_stats","name":"Ahrefs Backlinks Stats","description":"Get backlink and referring domain totals for a target domain or URL, both currently live and across all time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_batch_analysis":{"id":"ahrefs_batch_analysis","name":"Ahrefs Batch Analysis","description":"Get bulk SEO metrics (Domain Rating, backlinks, referring domains, organic traffic, and more) for multiple domains or URLs in a single request. Useful for comparing many competitors at once.","version":"1.0.0","params":{"targets":{"type":"string","required":true,"visibility":"user-or-llm","description":"Comma-separated list of domains or URLs to analyze. Example: \\"example.com,competitor.com\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode applied to every target: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"protocol":{"type":"string","required":false,"visibility":"user-or-llm","description":"Protocol applied to every target: \\"both\\" (default), \\"http\\", or \\"https\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_broken_backlinks":{"id":"ahrefs_broken_backlinks","name":"Ahrefs Broken Backlinks","description":"Get a list of broken backlinks pointing to a target domain or URL. Useful for identifying link reclamation opportunities.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_domain_rating":{"id":"ahrefs_domain_rating","name":"Ahrefs Domain Rating","description":"Get the Domain Rating (DR) and Ahrefs Rank for a target domain. Domain Rating shows the strength of a website\'s backlink profile on a scale from 0 to 100.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain to analyze (e.g., example.com)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date for historical data in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_domain_rating_history":{"id":"ahrefs_domain_rating_history","name":"Ahrefs Domain Rating History","description":"Get the historical Domain Rating (DR) trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_keyword_overview":{"id":"ahrefs_keyword_overview","name":"Ahrefs Keyword Overview","description":"Get detailed metrics for a keyword including search volume, keyword difficulty, CPC, clicks, and traffic potential.","version":"1.0.0","params":{"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The keyword to analyze"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for keyword data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_keywords_history":{"id":"ahrefs_keywords_history","name":"Ahrefs Keywords History","description":"Get the historical organic keyword ranking distribution for a target domain or URL over a date range: how many keywords rank in each position bucket at each point in time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_metrics":{"id":"ahrefs_metrics","name":"Ahrefs Metrics","description":"Get a one-call organic and paid search overview for a target domain or URL: organic traffic, organic keywords, paid traffic, paid keywords, and estimated traffic cost.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_metrics_history":{"id":"ahrefs_metrics_history","name":"Ahrefs Metrics History","description":"Get the historical organic and paid traffic trend for a target domain or URL over a date range: organic traffic/cost and paid traffic/cost at each point in time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_organic_competitors":{"id":"ahrefs_organic_competitors","name":"Ahrefs Organic Competitors","description":"Get domains that compete with a target domain or URL for the same organic keywords, ranked by keyword overlap.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_organic_keywords":{"id":"ahrefs_organic_keywords","name":"Ahrefs Organic Keywords","description":"Get organic keywords that a target domain or URL ranks for in Google search results. Returns keyword details including search volume, ranking position, and estimated traffic.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_paid_pages":{"id":"ahrefs_paid_pages","name":"Ahrefs Paid Pages","description":"Get a target domain\'s pages that receive paid search traffic, sorted by estimated paid traffic. Returns page URLs with their paid traffic, keyword counts, and estimated spend.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_competitors_overview":{"id":"ahrefs_rank_tracker_competitors_overview","name":"Ahrefs Rank Tracker Competitors Overview","description":"Get competitor rankings for the keywords tracked in an Ahrefs Rank Tracker project: each tracked keyword\'s volume and difficulty alongside every competitor\'s position, traffic, and traffic value. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_competitors_stats":{"id":"ahrefs_rank_tracker_competitors_stats","name":"Ahrefs Rank Tracker Competitors Stats","description":"Get aggregate competitor stats for an Ahrefs Rank Tracker project: each competitor\'s traffic, traffic value, average position, and share of voice across all tracked keywords. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report metrics for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_overview":{"id":"ahrefs_rank_tracker_overview","name":"Ahrefs Rank Tracker Overview","description":"Get ranking overview metrics for the keywords tracked in an Ahrefs Rank Tracker project: position, search volume, keyword difficulty, and estimated traffic. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_serp_overview":{"id":"ahrefs_rank_tracker_serp_overview","name":"Ahrefs Rank Tracker SERP Overview","description":"Get the full SERP (search engine results page) for a keyword tracked in an Ahrefs Rank Tracker project, including every ranking URL with its position, title, and authority metrics. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The tracked keyword to retrieve SERP data for"},"country":{"type":"string","required":true,"visibility":"user-or-llm","description":"Country code for the tracked keyword. Example: \\"us\\", \\"gb\\", \\"de\\""},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"topPositions":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of top organic positions to return (defaults to all available)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Timestamp to return the last available SERP Overview at, in YYYY-MM-DDThh:mm:ss format"},"locationId":{"type":"number","required":false,"visibility":"user-or-llm","description":"Location ID of the tracked keyword, if tracked at a specific location"},"languageCode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Language code of the tracked keyword"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_refdomains_history":{"id":"ahrefs_refdomains_history","name":"Ahrefs Referring Domains History","description":"Get the historical referring domains trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_referring_domains":{"id":"ahrefs_referring_domains","name":"Ahrefs Referring Domains","description":"Get a list of domains that link to a target domain or URL. Returns unique referring domains with their domain rating, backlink counts, and discovery dates.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live), \\"all_time\\" (default, includes lost domains), or \\"since:YYYY-MM-DD\\" (domains found since a date)."},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. 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