feat(copilot): specify tag name and legal operators in KB meta.json

`tagDefinitions` exposed `displayName`, but a `tagFilters` entry must carry the key `tagName`. An entry written with `displayName` passes validation and persists, then filters nothing -- a silent failure. Rename the field at the serializer boundary; the DB column is untouched. Also emit the operators legal for each tag's `fieldType`, reusing `getOperatorsForFieldType`. `between` is valid for number and date but not for text or boolean, and the agent has no way to infer that. An unrecognized fieldType yields an empty list rather than throwing. Still unspecified, and deliberately out of scope: a filter entry's value key is `tagValue` (but `value` on documentTags), and `between` needs `valueTo`. Those describe the subblock entry shape, not the knowledge base, so meta.json is the wrong place for them. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
simstudioai · j15z · Jul 10, 2026 · Jul 9, 2026 · Jul 9, 2026 · Jul 9, 2026
commit 7e69f8d9c99e279e2132a6b9aee1b33662a957ce
diff --git a/apps/sim/lib/copilot/vfs/serializers.test.ts b/apps/sim/lib/copilot/vfs/serializers.test.ts
@@ -68,18 +68,46 @@ describe('serializeKBMeta', () => {
       serializeKBMeta({
         ...baseKb,
         tagDefinitions: [
-          { displayName: 'Important', tagSlot: 'tag1', fieldType: 'text' },
-          { displayName: 'Department', tagSlot: 'tag2', fieldType: 'text' },
+          { tagName: 'Important', tagSlot: 'tag1', fieldType: 'text' },
+          { tagName: 'Department', tagSlot: 'tag2', fieldType: 'text' },
         ],
       })
     )
 
+    const textOperators = ['eq', 'neq', 'contains', 'not_contains', 'starts_with', 'ends_with']
     expect(json.tagDefinitions).toEqual([
-      { displayName: 'Important', tagSlot: 'tag1', fieldType: 'text' },
-      { displayName: 'Department', tagSlot: 'tag2', fieldType: 'text' },
+      { tagName: 'Important', tagSlot: 'tag1', fieldType: 'text', operators: textOperators },
+      { tagName: 'Department', tagSlot: 'tag2', fieldType: 'text', operators: textOperators },
     ])
   })
 
+  // `between` is legal for number/date but not text/boolean -- the agent cannot infer this.
+  it.each([
+    ['number', ['eq', 'neq', 'gt', 'gte', 'lt', 'lte', 'between']],
+    ['date', ['eq', 'neq', 'gt', 'gte', 'lt', 'lte', 'between']],
+    ['boolean', ['eq', 'neq']],
+  ])('exposes the operators legal for a %s tag', (fieldType, expected) => {
+    const json = JSON.parse(
+      serializeKBMeta({
+        ...baseKb,
+        tagDefinitions: [{ tagName: 'Tag', tagSlot: 'tag1', fieldType }],
+      })
+    )
+
+    expect(json.tagDefinitions[0].operators).toEqual(expected)
+  })
+
+  it('emits an empty operator list for an unrecognized field type rather than throwing', () => {
+    const json = JSON.parse(
+      serializeKBMeta({
+        ...baseKb,
+        tagDefinitions: [{ tagName: 'Tag', tagSlot: 'tag1', fieldType: 'mystery' }],
+      })
+    )
+
+    expect(json.tagDefinitions[0].operators).toEqual([])
+  })
+
   it('omits tag definitions when empty or undefined', () => {
     const empty = JSON.parse(serializeKBMeta({ ...baseKb, tagDefinitions: [] }))
     const missing = JSON.parse(serializeKBMeta(baseKb))

diff --git a/apps/sim/lib/copilot/vfs/serializers.ts b/apps/sim/lib/copilot/vfs/serializers.ts
@@ -1,6 +1,6 @@
 import { getCopilotToolDescription } from '@/lib/copilot/tools/descriptions'
 import { isHosted } from '@/lib/core/config/env-flags'
-import type { TagDefinition } from '@/lib/knowledge/types'
+import { type FilterFieldType, getOperatorsForFieldType } from '@/lib/knowledge/filters/types'
 import { isSubBlockHidden } from '@/lib/workflows/subblocks/visibility'
 import { isCustomBlockType } from '@/blocks/custom/build-config'
 import type { BlockConfig, SubBlockConfig } from '@/blocks/types'
@@ -84,15 +84,27 @@ export function serializeRecentExecutions(
   )
 }
 
-/** A knowledge base tag definition, reduced to the fields the agent needs to bind a tag filter. */
-export type KbTagDefinitionSummary = Pick<TagDefinition, 'displayName' | 'tagSlot' | 'fieldType'>
+/**
+ * A knowledge base tag definition, reduced to the fields the agent needs to bind a tag filter.
+ *
+ * @remarks
+ * `tagName` is the DB's `displayName`. It is renamed at this boundary because that is the key
+ * a `tagFilters` entry must carry -- an entry written with `displayName` validates and persists
+ * but never filters anything.
+ */
+export interface KbTagDefinitionSummary {
+  tagName: string
+  tagSlot: string
+  fieldType: string
+}
 
 /**
  * Serialize knowledge base metadata for VFS meta.json.
  *
- * `tagDefinitions` exposes the KB's defined tags (`displayName` → `tagSlot`) so the
- * agent can select and bind a knowledge-tag filter correctly instead of guessing a
- * tag name it cannot otherwise see.
+ * `tagDefinitions` exposes the KB's defined tags (`tagName` → `tagSlot`) plus the operators
+ * legal for each tag's `fieldType`, so the agent can bind a knowledge-tag filter without
+ * guessing a tag name it cannot otherwise see or an operator the field does not accept
+ * (`between` is valid for number/date but not text/boolean).
  */
 export function serializeKBMeta(kb: {
   id: string
@@ -119,7 +131,14 @@ export function serializeKBMeta(kb: {
       connectorTypes:
         kb.connectorTypes && kb.connectorTypes.length > 0 ? kb.connectorTypes : undefined,
       tagDefinitions:
-        kb.tagDefinitions && kb.tagDefinitions.length > 0 ? kb.tagDefinitions : undefined,
+        kb.tagDefinitions && kb.tagDefinitions.length > 0
+          ? kb.tagDefinitions.map((tag) => ({
+              ...tag,
+              operators: getOperatorsForFieldType(tag.fieldType as FilterFieldType).map(
+                (op) => op.value
+              ),
+            }))
+          : undefined,
       createdAt: kb.createdAt.toISOString(),
       updatedAt: kb.updatedAt.toISOString(),
     },

diff --git a/apps/sim/lib/copilot/vfs/workspace-vfs.ts b/apps/sim/lib/copilot/vfs/workspace-vfs.ts
@@ -1591,7 +1591,7 @@ export class WorkspaceVFS {
 
     for (const row of rows) {
       const entry = {
-        displayName: row.displayName,
+        tagName: row.displayName,
         tagSlot: row.tagSlot,
         fieldType: row.fieldType,
       }