diff --git a/apps/docs/components/ui/icon-mapping.ts b/apps/docs/components/ui/icon-mapping.ts index 55d32137cac..ba5092ffe62 100644 --- a/apps/docs/components/ui/icon-mapping.ts +++ b/apps/docs/components/ui/icon-mapping.ts @@ -429,6 +429,7 @@ export const blockTypeToIconMap: Record = { memory: BrainIcon, microsoft_ad: AzureIcon, microsoft_dataverse: MicrosoftDataverseIcon, + microsoft_dynamics_365: MicrosoftDataverseIcon, microsoft_excel: MicrosoftExcelIcon, microsoft_excel_v2: MicrosoftExcelIcon, microsoft_planner: MicrosoftPlannerIcon, diff --git a/apps/docs/content/docs/en/integrations/meta.json b/apps/docs/content/docs/en/integrations/meta.json index d1f48fc83d7..5e6651ca70c 100644 --- a/apps/docs/content/docs/en/integrations/meta.json +++ b/apps/docs/content/docs/en/integrations/meta.json @@ -155,6 +155,7 @@ "memory", "microsoft_ad", "microsoft_dataverse", + "microsoft_dynamics_365", "microsoft_excel", "microsoft_planner", "microsoft_teams", diff --git a/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx b/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx new file mode 100644 index 00000000000..f07009bb635 --- /dev/null +++ b/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx @@ -0,0 +1,239 @@ +--- +title: Microsoft Dynamics 365 CRM +description: Manage customers, sales pipelines, and support cases in Dynamics 365 CRM +--- + +import { BlockInfoCard } from "@/components/ui/block-info-card" + + + +{/* MANUAL-CONTENT-START:intro */} +[Microsoft Dynamics 365 CRM](https://www.microsoft.com/en-us/dynamics-365) stores its sales and customer-service data in Microsoft Dataverse. This integration presents the standard CRM tables and lifecycle actions while keeping the generic Microsoft Dataverse integration available for custom tables and advanced operations. + +Two block operations intentionally reuse the new CRM tools under a simpler CRM label: + +- **List Owners** lists active users or owner-capable teams. The results are candidates; Dynamics security roles and table privileges still determine whether a particular user or team can own a record. +- **Assign Record** updates the selected record's `ownerid@odata.bind` to an explicitly chosen user or team. + +Connect one credential per Dynamics environment. The credential is bound to that environment during Microsoft OAuth, and CRM requests refuse a different environment. This release supports public-cloud Dataverse hosts only. +{/* MANUAL-CONTENT-END */} + +## Usage Instructions + +Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges. + + + +## Actions + +### List Microsoft Dynamics 365 CRM Records + +Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | +| `select` | string | No | Comma-separated list of columns to return \(OData $select\) | +| `filter` | string | No | OData $filter expression \(e.g., statecode eq 0\) | +| `orderBy` | string | No | OData $orderby expression \(e.g., name asc, createdon desc\) | +| `pageSize` | number | No | Maximum records in this page \(default and maximum: 100\) | +| `expand` | string | No | Navigation properties to expand \(OData $expand\) | +| `count` | string | No | Set to "true" to include total record count in response \(OData $count\) | +| `nextLink` | string | No | Exact nextLink returned by a previous page of this operation | +| `nextPageSize` | number | No | Exact nextPageSize returned alongside nextLink by the previous page | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `records` | array | Array of Dataverse records. Each record has dynamic columns based on the table schema. | +| `count` | number | Number of records returned in the current page | +| `totalCount` | number | Provider-reported matching-record count, which Dataverse may cap \(requires $count=true\) | +| `totalCountLimitExceeded` | boolean | Whether Dataverse capped the provider-reported matching-record count | +| `nextLink` | string | URL for the next page of results | +| `nextPageSize` | number | Page size that must accompany nextLink on the continuation request | +| `success` | boolean | Operation success status | + +### Get Microsoft Dynamics 365 CRM Record + +Retrieve a single record from a Microsoft Dataverse table by its ID. Supports $select and $expand OData query options. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | +| `recordId` | string | Yes | The unique identifier \(GUID\) of the record to retrieve | +| `select` | string | No | Comma-separated list of columns to return \(OData $select\) | +| `expand` | string | No | Navigation properties to expand \(OData $expand\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | object | Dataverse record object. Contains dynamic columns based on the queried table, plus OData metadata fields. | +| `recordId` | string | The requested record ID | +| `success` | boolean | Whether the record was retrieved successfully | + +### Create Microsoft Dynamics 365 CRM Record + +Create a new record in a Microsoft Dataverse table. Requires the entity set name (plural table name) and record data as a JSON object. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | +| `data` | object | Yes | Record data as a JSON object with column names as keys | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | object | Dataverse record object. Contains dynamic columns based on the queried table, plus OData metadata fields. | +| `recordId` | string | The ID of the created record | +| `success` | boolean | Whether the record was created successfully | + +### Update Microsoft Dynamics 365 CRM Record + +Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | +| `recordId` | string | Yes | The unique identifier \(GUID\) of the record to update | +| `data` | object | Yes | Record data to update as a JSON object with column names as keys | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `recordId` | string | The ID of the updated record | +| `success` | boolean | Operation success status | + +### Search Microsoft Dynamics 365 CRM Records + +Perform a full-text relevance search across Microsoft Dataverse tables. Requires Dataverse Search to be enabled on the environment. Supports simple and Lucene query syntax. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `searchTerm` | string | Yes | Search text \(1-100 chars\). Supports simple syntax: + \(AND\), \| \(OR\), - \(NOT\), * \(wildcard\), "exact phrase" | +| `entities` | string | No | JSON array of search entity configs. Each object: \{"name":"account","selectColumns":\["name"\],"searchColumns":\["name"\],"filter":"statecode eq 0"\} | +| `filter` | string | No | Global OData filter applied across all entities \(e.g., "createdon gt 2024-01-01"\) | +| `facets` | string | No | JSON array of facet specifications \(e.g., \["entityname,count:100","ownerid,count:100"\]\) | +| `top` | number | No | Maximum number of results \(default: 50, max: 100\) | +| `skip` | number | No | Number of results to skip for pagination | +| `orderBy` | string | No | JSON array of sort expressions \(e.g., \["createdon desc"\]\) | +| `searchMode` | string | No | Search mode: "any" \(default, match any term\) or "all" \(match all terms\) | +| `searchType` | string | No | Query type: "simple" \(default\) or "lucene" \(enables regex, fuzzy, proximity, boosting\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `results` | array | Array of search result objects | +| ↳ `Id` | string | Record GUID | +| ↳ `EntityName` | string | Table logical name \(e.g., account, contact\) | +| ↳ `ObjectTypeCode` | number | Entity type code | +| ↳ `Attributes` | object | Record attributes matching the search. Keys are column logical names. | +| ↳ `Highlights` | object | Highlighted search matches. Keys are column names, values are arrays of strings with \{crmhit\}/\{/crmhit\} markers. | +| ↳ `Score` | number | Relevance score for this result | +| `totalCount` | number | Total number of matching records across all tables | +| `count` | number | Number of results returned in this page | +| `facets` | object | Facet results when facets were requested. Keys are facet names, values are arrays of facet value objects with count and value properties. | +| `success` | boolean | Operation success status | + +### Qualify Microsoft Dynamics 365 Lead + +Qualify a Dynamics 365 Sales lead and optionally create linked account, contact, and opportunity records. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `leadId` | string | Yes | GUID of the lead to qualify | +| `createAccount` | boolean | Yes | Whether to create an account from the lead | +| `createContact` | boolean | Yes | Whether to create a contact from the lead | +| `createOpportunity` | boolean | Yes | Whether to create an opportunity from the lead | +| `statusReason` | number | No | Qualified lead status-reason value \(default: 3\) | +| `opportunityCurrencyId` | string | No | Optional transaction currency GUID for the created opportunity | +| `opportunityCustomerId` | string | No | Optional account or contact GUID for the created opportunity customer | +| `opportunityCustomerType` | string | No | Customer table type for opportunityCustomerId: account or contact | +| `sourceCampaignId` | string | No | Optional source campaign GUID for the created opportunity | +| `processInstanceId` | string | No | Optional business process flow instance GUID for the created opportunity | +| `processInstanceEntityType` | string | No | Logical table name for the business process flow instance | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `createdEntities` | array | Entity references returned by Dataverse for records created while qualifying the lead | +| `success` | boolean | Whether the lead was qualified successfully | + +### Close Microsoft Dynamics 365 Opportunity + +Close a Dynamics 365 Sales opportunity as won or lost. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `opportunityId` | string | Yes | GUID of the opportunity to close | +| `outcome` | string | Yes | Opportunity outcome: won or lost | +| `subject` | string | No | Optional subject for the opportunity-close activity \(maximum 200 characters\) | +| `description` | string | No | Optional description for the opportunity-close activity \(maximum 2,000 characters\) | +| `statusReason` | number | No | Opportunity status-reason value \(defaults to 3 for won or 4 for lost\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `opportunityId` | string | GUID of the closed opportunity | +| `outcome` | string | The applied opportunity outcome: won or lost | +| `success` | boolean | Whether the opportunity was closed successfully | + +### Close Microsoft Dynamics 365 Case + +Resolve and close a Dynamics 365 Customer Service case. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `caseId` | string | Yes | GUID of the case to close | +| `subject` | string | Yes | Subject for the case-resolution activity \(maximum 200 characters\) | +| `description` | string | No | Optional description for the case-resolution activity \(maximum 100,000 characters\) | +| `timeSpent` | number | No | Optional nonnegative number of minutes spent resolving the case | +| `statusReason` | number | No | Resolved case status-reason value \(default: 5\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `caseId` | string | GUID of the closed case | +| `success` | boolean | Whether the case was closed successfully | diff --git a/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx index a5bd8cdf51a..0548b39f790 100644 --- a/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx +++ b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx @@ -26,7 +26,15 @@ import { parseProvider, } from '@/lib/oauth' import { getScopeDescription, getServiceConfigByProviderId } from '@/lib/oauth/utils' +import { + MicrosoftDataverseEnvironmentField, + useMicrosoftDataverseEnvironmentForm, +} from '@/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment' import { useCreateCredentialDraft, useWorkspaceCredentials } from '@/hooks/queries/credentials' +import { + assertMicrosoftDataverseWebOAuthAvailable, + useConnectMicrosoftDataverseOAuthService, +} from '@/hooks/queries/oauth/microsoft-dataverse-connections' import { useConnectOAuthService } from '@/hooks/queries/oauth/oauth-connections' const logger = createLogger('ConnectOAuthModal') @@ -84,6 +92,10 @@ interface ConnectOAuthModalBaseProps { /** Used to resolve display metadata and the provider id when not supplied directly. */ provider?: OAuthProvider serviceId?: string + /** Enables the environment-bound Dynamics 365 OAuth flow. Legacy Dataverse callers omit it. */ + requireDataverseEnvironment?: boolean + /** Locks an environment-bound connection to the workflow or credential's selected environment. */ + dataverseEnvironmentUrl?: string } /** @@ -156,6 +168,7 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { const [selectedProviderId, setSelectedProviderId] = useState(null) const providerId = selectedProviderId ?? declaredProviderId + const requiredScopes = props.requiredScopes ?? EMPTY_SCOPES const [displayName, setDisplayName] = useState('') const [description, setDescription] = useState('') @@ -180,6 +193,14 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { }) const createDraft = useCreateCredentialDraft() const connectOAuthService = useConnectOAuthService() + const connectMicrosoftDataverseOAuthService = useConnectMicrosoftDataverseOAuthService() + const dataverseEnvironmentForm = useMicrosoftDataverseEnvironmentForm({ + fallbackScopes: requiredScopes, + lockedEnvironmentUrl: props.dataverseEnvironmentUrl, + open, + providerId, + required: props.requireDataverseEnvironment === true, + }) /** * Lowercased set of OAuth credential names already in the workspace. Drives @@ -195,7 +216,6 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { [credentials] ) - const requiredScopes = props.requiredScopes ?? EMPTY_SCOPES const newScopes = !isConnect ? (props.newScopes ?? EMPTY_SCOPES) : EMPTY_SCOPES const newScopesSet = useMemo( @@ -204,7 +224,9 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { ) const displayScopes = useMemo(() => { - const filtered = [...requiredScopes].filter((scope) => !isHiddenScope(scope)) + const filtered = [...dataverseEnvironmentForm.effectiveScopes].filter( + (scope) => !isHiddenScope(scope) + ) if (isConnect) return filtered return filtered.sort((a, b) => { const aIsNew = newScopesSet.has(a) @@ -213,7 +235,7 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { if (!aIsNew && bIsNew) return 1 return 0 }) - }, [isConnect, requiredScopes, newScopesSet]) + }, [isConnect, dataverseEnvironmentForm.effectiveScopes, newScopesSet]) /** * Initialize the connect form once per open session, after credentials have @@ -255,6 +277,10 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { setValidationError(null) setSubmitError(null) try { + const environmentUrl = dataverseEnvironmentForm.validate() + if (dataverseEnvironmentForm.enabled && !environmentUrl) return + if (environmentUrl) assertMicrosoftDataverseWebOAuthAvailable() + let connectorType: string | undefined if (isConnect) { @@ -316,10 +342,17 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { callbackURL.searchParams.set(ADD_CONNECTOR_SEARCH_PARAM, connectorType) } - await connectOAuthService.mutateAsync({ - providerId, - callbackURL: callbackURL.toString(), - }) + if (environmentUrl) { + await connectMicrosoftDataverseOAuthService.mutateAsync({ + callbackURL: callbackURL.toString(), + environmentUrl, + }) + } else { + await connectOAuthService.mutateAsync({ + providerId, + callbackURL: callbackURL.toString(), + }) + } handleClose() } catch (err: unknown) { const message = getErrorMessage(err, 'Failed to start OAuth connection') @@ -328,10 +361,16 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { } } - const isPending = (isConnect && createDraft.isPending) || connectOAuthService.isPending + const isPending = + (isConnect && createDraft.isPending) || + connectOAuthService.isPending || + connectMicrosoftDataverseOAuthService.isPending const isDisabled = isConnect - ? !displayName.trim() || isPending || Boolean(existingCredential) - : isPending + ? !displayName.trim() || + !dataverseEnvironmentForm.isComplete || + isPending || + Boolean(existingCredential) + : !dataverseEnvironmentForm.isComplete || isPending const displayNameError = validationError ?? @@ -381,6 +420,8 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { /> )} + + {isConnect && ( + +function renderEnvironmentForm(props: Parameters[0]): { + result: () => FormResult + unmount: () => void +} { + ;(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true + const container = document.createElement('div') + const root: Root = createRoot(container) + let latest: FormResult + + function Probe() { + latest = useMicrosoftDataverseEnvironmentForm(props) + return null + } + + act(() => root.render(createElement(Probe))) + return { + result: () => latest, + unmount: () => act(() => root.unmount()), + } +} + +describe('useMicrosoftDataverseEnvironmentForm', () => { + it('collects and validates a free environment value', () => { + const hook = renderEnvironmentForm({ + fallbackScopes: ['legacy'], + open: true, + providerId: 'microsoft-dataverse', + required: true, + }) + + expect(hook.result()).toMatchObject({ + effectiveScopes: ['openid', 'profile', 'email', 'offline_access'], + enabled: true, + isComplete: false, + isLocked: false, + value: '', + }) + + act(() => hook.result().setValue('https://evil.example')) + act(() => expect(hook.result().validate()).toBeUndefined()) + expect(hook.result().error).toContain('supported public-cloud Microsoft Dynamics host') + + act(() => hook.result().setValue(' https://contoso.crm4.dynamics.com/ ')) + act(() => expect(hook.result().validate()).toBe('https://contoso.api.crm4.dynamics.com')) + expect(hook.result().effectiveScopes).toEqual([ + 'openid', + 'profile', + 'email', + 'https://contoso.api.crm4.dynamics.com/.default', + 'offline_access', + ]) + hook.unmount() + }) + + it('locks workflow and reconnect flows to their supplied environment', () => { + const hook = renderEnvironmentForm({ + fallbackScopes: ['legacy'], + lockedEnvironmentUrl: 'https://contoso.crm.dynamics.com', + open: true, + providerId: 'microsoft-dataverse', + required: true, + }) + + expect(hook.result()).toMatchObject({ + enabled: true, + isComplete: true, + isLocked: true, + value: 'https://contoso.crm.dynamics.com', + }) + expect(hook.result().validate()).toBe('https://contoso.api.crm.dynamics.com') + hook.unmount() + }) + + it('does not affect ordinary OAuth providers', () => { + const hook = renderEnvironmentForm({ + fallbackScopes: ['scope-a'], + open: true, + providerId: 'salesforce', + required: true, + }) + + expect(hook.result()).toMatchObject({ + effectiveScopes: ['scope-a'], + enabled: false, + isComplete: true, + isLocked: false, + value: '', + }) + hook.unmount() + }) +}) diff --git a/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.tsx b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.tsx new file mode 100644 index 00000000000..eb204c42d71 --- /dev/null +++ b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.tsx @@ -0,0 +1,131 @@ +'use client' + +import { useState } from 'react' +import { ChipModalField } from '@sim/emcn' +import { getErrorMessage } from '@sim/utils/errors' +import { + getMicrosoftDataverseOAuthScopes, + MICROSOFT_DATAVERSE_PROVIDER_ID, + normalizeMicrosoftDataverseEnvironmentUrl, +} from '@/lib/oauth/microsoft-dataverse' + +const DYNAMICS_IDENTITY_SCOPES = ['openid', 'profile', 'email', 'offline_access'] as const + +interface UseMicrosoftDataverseEnvironmentFormProps { + fallbackScopes: readonly string[] + lockedEnvironmentUrl?: string + open: boolean + providerId: string + required: boolean +} + +export interface MicrosoftDataverseEnvironmentForm { + effectiveScopes: readonly string[] + enabled: boolean + error: string | null + isComplete: boolean + isLocked: boolean + setValue: (value: string) => void + validate: () => string | undefined + value: string +} + +export function useMicrosoftDataverseEnvironmentForm({ + fallbackScopes, + lockedEnvironmentUrl, + open, + providerId, + required, +}: UseMicrosoftDataverseEnvironmentFormProps): MicrosoftDataverseEnvironmentForm { + const enabled = required && providerId === MICROSOFT_DATAVERSE_PROVIDER_ID + const initialValue = enabled ? (lockedEnvironmentUrl ?? '') : '' + const [value, setEnvironmentValue] = useState(initialValue) + const [error, setError] = useState(null) + const sessionKey = `${open}:${enabled}:${lockedEnvironmentUrl ?? ''}` + const [previousSessionKey, setPreviousSessionKey] = useState(sessionKey) + + if (previousSessionKey !== sessionKey) { + setPreviousSessionKey(sessionKey) + setEnvironmentValue(open && enabled ? (lockedEnvironmentUrl ?? '') : '') + setError(null) + } + + const setValue = (nextValue: string) => { + setEnvironmentValue(nextValue) + setError(null) + } + + const validate = () => { + if (!enabled) return undefined + try { + const environmentUrl = normalizeMicrosoftDataverseEnvironmentUrl(value) + setError(null) + return environmentUrl + } catch (validationError) { + setError( + getErrorMessage(validationError, 'Enter a valid public-cloud Dataverse environment URL.') + ) + return undefined + } + } + + const effectiveScopes = (() => { + if (!enabled) return fallbackScopes + if (!value.trim()) return DYNAMICS_IDENTITY_SCOPES + try { + return getMicrosoftDataverseOAuthScopes(value) + } catch { + return fallbackScopes + } + })() + + return { + effectiveScopes, + enabled, + error, + isComplete: !enabled || value.trim().length > 0, + isLocked: enabled && Boolean(lockedEnvironmentUrl), + setValue, + validate, + value, + } +} + +interface MicrosoftDataverseEnvironmentFieldProps { + form: MicrosoftDataverseEnvironmentForm +} + +export function MicrosoftDataverseEnvironmentField({ + form, +}: MicrosoftDataverseEnvironmentFieldProps) { + if (!form.enabled) return null + + if (form.isLocked) { + return ( + + ) + } + + return ( + + ) +} diff --git a/apps/sim/app/workspace/[workspaceId]/integrations/[block]/integration-block-detail.tsx b/apps/sim/app/workspace/[workspaceId]/integrations/[block]/integration-block-detail.tsx index f8fbafb5e47..075c690f70f 100644 --- a/apps/sim/app/workspace/[workspaceId]/integrations/[block]/integration-block-detail.tsx +++ b/apps/sim/app/workspace/[workspaceId]/integrations/[block]/integration-block-detail.tsx @@ -215,6 +215,7 @@ export function IntegrationBlockDetail({ integration, workspaceId }: Integration requiredScopes={oauthService.requiredScopes} serviceName={oauthService.serviceName} serviceIcon={oauthService.serviceIcon} + requireDataverseEnvironment={integration.type === 'microsoft_dynamics_365'} /> )} {hasServiceAccount && serviceAccountTarget && ( diff --git a/apps/sim/app/workspace/[workspaceId]/integrations/connected/[credentialId]/connected-credential-detail.tsx b/apps/sim/app/workspace/[workspaceId]/integrations/connected/[credentialId]/connected-credential-detail.tsx index 2b1ae99f392..74e3078e02c 100644 --- a/apps/sim/app/workspace/[workspaceId]/integrations/connected/[credentialId]/connected-credential-detail.tsx +++ b/apps/sim/app/workspace/[workspaceId]/integrations/connected/[credentialId]/connected-credential-detail.tsx @@ -44,11 +44,16 @@ import { useWorkspaceCredentials, type WorkspaceCredential, } from '@/hooks/queries/credentials' +import { + useConnectMicrosoftDataverseOAuthService, + useMicrosoftDataverseCredentialBinding, +} from '@/hooks/queries/oauth/microsoft-dataverse-connections' import { useConnectOAuthService, useDisconnectOAuthService, useOAuthConnections, } from '@/hooks/queries/oauth/oauth-connections' +import { useOAuthCredentialDetail } from '@/hooks/queries/oauth/oauth-credentials' import { useOAuthReturnRouter } from '@/hooks/use-oauth-return' const logger = createLogger('ConnectedCredentialDetail') @@ -82,7 +87,19 @@ export function ConnectedCredentialDetail({ () => credentials.find((c) => c.id === credentialId) ?? null, [credentials, credentialId] ) - + const isDataverseCredential = + credential?.type === 'oauth' && credential.providerId === 'microsoft-dataverse' + const dataverseCredentialQuery = useOAuthCredentialDetail( + isDataverseCredential ? credentialId : undefined, + undefined, + isDataverseCredential + ) + const dataverseBinding = useMicrosoftDataverseCredentialBinding({ + isPending: dataverseCredentialQuery.isPending, + providerId: credential?.type === 'oauth' ? (credential.providerId ?? undefined) : undefined, + scopes: dataverseCredentialQuery.data?.[0]?.scopes, + }) + const connectMicrosoftDataverseOAuthService = useConnectMicrosoftDataverseOAuthService() const isAdmin = credential?.role === 'admin' const [showDeleteConfirmDialog, setShowDeleteConfirmDialog] = useState(false) @@ -113,6 +130,21 @@ export function ConnectedCredentialDetail({ const handleReconnectOAuth = async () => { if (!credential || credential.type !== 'oauth' || !credential.providerId || !workspaceId) return try { + if ( + isDataverseCredential && + dataverseCredentialQuery.isError && + !dataverseCredentialQuery.data?.[0] + ) { + throw new Error( + 'Could not verify this Dataverse credential’s environment binding. Please try again.' + ) + } + if (dataverseBinding.state === 'invalid') { + throw new Error( + 'This Dataverse credential has an invalid environment binding and cannot be reconnected in place.' + ) + } + await createDraft.mutateAsync({ workspaceId, providerId: credential.providerId, @@ -134,10 +166,17 @@ export function ConnectedCredentialDetail({ requestedAt: Date.now(), }) - await connectOAuthService.mutateAsync({ - providerId: credential.providerId, - callbackURL: window.location.href, - }) + if (dataverseBinding.state === 'bound' && dataverseBinding.environmentUrl) { + await connectMicrosoftDataverseOAuthService.mutateAsync({ + callbackURL: window.location.href, + environmentUrl: dataverseBinding.environmentUrl, + }) + } else { + await connectOAuthService.mutateAsync({ + providerId: credential.providerId, + callbackURL: window.location.href, + }) + } } catch (error: unknown) { toast.error("Couldn't start reconnect", { description: getErrorMessage(error, 'Please try again in a moment.'), @@ -196,7 +235,11 @@ export function ConnectedCredentialDetail({ ? () => setReconnectOpen(true) : handleReconnectOAuth } - disabled={connectOAuthService.isPending} + disabled={ + connectOAuthService.isPending || + connectMicrosoftDataverseOAuthService.isPending || + dataverseBinding.isPending + } leftIcon={display?.icon ?? undefined} > Reconnect diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/credential-selector.tsx b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/credential-selector.tsx index bd1cd4d6114..f210e622cbb 100644 --- a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/credential-selector.tsx +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/credential-selector.tsx @@ -19,6 +19,7 @@ import { type ServiceAccountProviderId, useServiceAccountConnectTarget, } from '@/app/workspace/[workspaceId]/integrations/components/connect-service-account-modal' +import { resolveMicrosoftDataverseCredentialPolicy } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy' import { formatDisplayText } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/formatted-text' import { getWorkflowSearchLabelHighlight } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/workflow-search-highlight' import { useDependsOnGate } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/hooks/use-depends-on-gate' @@ -59,12 +60,15 @@ export function CredentialSelector({ const activeWorkflowId = useWorkflowRegistry((state) => state.activeWorkflowId) const [storeValue, setStoreValue] = useSubBlockValue(blockId, subBlock.id) - const requiredScopes = subBlock.requiredScopes || [] const label = subBlock.placeholder || 'Select credential' const serviceId = subBlock.serviceId || '' const isAllCredentials = !serviceId + const effectiveProviderId = useMemo( + () => getProviderIdFromServiceId(serviceId) as OAuthProvider, + [serviceId] + ) - const { depsSatisfied, dependsOn } = useDependsOnGate(blockId, subBlock, { + const { depsSatisfied, dependsOn, dependencyValues } = useDependsOnGate(blockId, subBlock, { disabled, isPreview, previewContextValues, @@ -76,10 +80,6 @@ export function CredentialSelector({ const effectiveValue = isPreview && previewValue !== undefined ? previewValue : storeValue const selectedId = typeof effectiveValue === 'string' ? effectiveValue : '' - const effectiveProviderId = useMemo( - () => getProviderIdFromServiceId(serviceId) as OAuthProvider, - [serviceId] - ) const provider = effectiveProviderId const isTriggerMode = subBlock.mode === 'trigger' || subBlock.mode === 'trigger-advanced' @@ -182,6 +182,17 @@ export function CredentialSelector({ const displayValue = isEditing ? editingValue : resolvedLabel + const dataversePolicy = resolveMicrosoftDataverseCredentialPolicy({ + dependsOn, + environmentUrl: dependencyValues.environmentUrl, + hasSelectedCredential: Boolean(selectedCredential), + providerId: effectiveProviderId, + selectedCredentialScopes: selectedCredential?.scopes, + }) + const requiredScopes = dataversePolicy.applies + ? dataversePolicy.requiredScopes + : (subBlock.requiredScopes ?? []) + const refetch = useCallback( () => (isAllCredentials ? refetchAllCredentials() : refetchCredentials()), [isAllCredentials, refetchAllCredentials, refetchCredentials] @@ -200,11 +211,10 @@ export function CredentialSelector({ const missingRequiredScopes = hasOAuthSelection ? getMissingRequiredScopes(selectedCredential!, requiredScopes || []) : [] - const needsUpdate = hasOAuthSelection && !isServiceAccount && - missingRequiredScopes.length > 0 && + (missingRequiredScopes.length > 0 || dataversePolicy.requiresSeparateCredential) && !effectiveDisabled && !isPreview && !credentialsLoading @@ -455,11 +465,15 @@ export function CredentialSelector({
- Additional permissions required + {dataversePolicy.message}
)} @@ -487,9 +501,15 @@ export function CredentialSelector({ provider={provider} serviceId={serviceId} providerId={effectiveProviderId} - requiredScopes={getCanonicalScopesForProvider(effectiveProviderId)} + requiredScopes={ + dataversePolicy.applies + ? requiredScopes + : getCanonicalScopesForProvider(effectiveProviderId) + } workspaceId={workspaceId} workflowId={activeWorkflowId || ''} + requireDataverseEnvironment={dataversePolicy.applies} + dataverseEnvironmentUrl={dataversePolicy.environmentUrl} /> )} @@ -505,13 +525,19 @@ export function CredentialSelector({ }} provider={provider} toolName={getProviderName(provider)} - requiredScopes={getCanonicalScopesForProvider(effectiveProviderId)} + requiredScopes={ + dataversePolicy.applies + ? requiredScopes + : getCanonicalScopesForProvider(effectiveProviderId) + } newScopes={missingRequiredScopes} serviceId={serviceId} // A reauthorize must return to the authorization server that issued // the credential — deriving it from the service id would send a // sandbox user to production, where they cannot sign in at all. providerId={selectedCredential?.provider ?? effectiveProviderId} + requireDataverseEnvironment={dataversePolicy.applies} + dataverseEnvironmentUrl={dataversePolicy.environmentUrl} /> )} diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.test.ts b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.test.ts new file mode 100644 index 00000000000..e25f4ac3c8b --- /dev/null +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.test.ts @@ -0,0 +1,96 @@ +/** + * @vitest-environment node + */ +import { describe, expect, it } from 'vitest' +import { getMicrosoftDataverseRequiredScope } from '@/lib/oauth/microsoft-dataverse' +import { resolveMicrosoftDataverseCredentialPolicy } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy' + +const ENVIRONMENT = 'https://contoso.crm.dynamics.com' +const CANONICAL_ENVIRONMENT = 'https://contoso.api.crm.dynamics.com' + +function resolve(scopes?: string[], environmentUrl: unknown = ENVIRONMENT) { + return resolveMicrosoftDataverseCredentialPolicy({ + dependsOn: ['environmentUrl'], + environmentUrl, + hasSelectedCredential: scopes !== undefined, + providerId: 'microsoft-dataverse', + selectedCredentialScopes: scopes, + }) +} + +describe('resolveMicrosoftDataverseCredentialPolicy', () => { + it('does not apply to ordinary providers or the released Dataverse block', () => { + expect( + resolveMicrosoftDataverseCredentialPolicy({ + dependsOn: [], + environmentUrl: ENVIRONMENT, + hasSelectedCredential: true, + providerId: 'microsoft-dataverse', + selectedCredentialScopes: [], + }) + ).toMatchObject({ applies: false, requiresSeparateCredential: false }) + expect( + resolveMicrosoftDataverseCredentialPolicy({ + dependsOn: ['environmentUrl'], + environmentUrl: ENVIRONMENT, + hasSelectedCredential: true, + providerId: 'salesforce', + selectedCredentialScopes: [], + }) + ).toMatchObject({ applies: false, requiresSeparateCredential: false }) + }) + + it('accepts a credential bound to the selected environment', () => { + expect(resolve([getMicrosoftDataverseRequiredScope(ENVIRONMENT)])).toMatchObject({ + applies: true, + bindingState: 'matching', + environmentUrl: CANONICAL_ENVIRONMENT, + requiredScopes: [getMicrosoftDataverseRequiredScope(ENVIRONMENT)], + requiresSeparateCredential: false, + }) + }) + + it('matches a credential across documented environment and Web API host aliases', () => { + expect( + resolve([getMicrosoftDataverseRequiredScope(CANONICAL_ENVIRONMENT)], ENVIRONMENT) + ).toMatchObject({ + bindingState: 'matching', + environmentUrl: CANONICAL_ENVIRONMENT, + requiresSeparateCredential: false, + }) + }) + + it.each([ + ['legacy', ['https://dynamics.microsoft.com/user_impersonation'], 'unbound'], + [ + 'different environment', + [getMicrosoftDataverseRequiredScope('https://other.crm.dynamics.com')], + 'different', + ], + [ + 'ambiguous', + [ + getMicrosoftDataverseRequiredScope(ENVIRONMENT), + getMicrosoftDataverseRequiredScope('https://other.crm.dynamics.com'), + ], + 'invalid', + ], + ])('requires a separate credential for a %s binding', (_label, scopes, bindingState) => { + expect(resolve(scopes)).toMatchObject({ + actionLabel: 'Connect matching account', + bindingState, + requiresSeparateCredential: true, + }) + }) + + it('fails closed on an invalid requested environment without a credential', () => { + const policy = resolve(undefined, 'https://evil.example') + expect(policy).toMatchObject({ + applies: true, + bindingState: null, + requiredScopes: [], + requiresSeparateCredential: false, + }) + expect(policy.environmentUrl).toBeUndefined() + }) +}) diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.ts b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.ts new file mode 100644 index 00000000000..76289ec81f9 --- /dev/null +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.ts @@ -0,0 +1,80 @@ +import { + classifyMicrosoftDataverseCredentialEnvironment, + getMicrosoftDataverseRequiredScope, + MICROSOFT_DATAVERSE_PROVIDER_ID, + type MicrosoftDataverseCredentialEnvironmentState, + normalizeMicrosoftDataverseEnvironmentUrl, +} from '@/lib/oauth/microsoft-dataverse' + +interface ResolveMicrosoftDataverseCredentialPolicyParams { + dependsOn: readonly string[] + environmentUrl: unknown + hasSelectedCredential: boolean + providerId: string + selectedCredentialScopes?: readonly string[] +} + +export interface MicrosoftDataverseCredentialPolicy { + actionLabel: string + applies: boolean + bindingState: MicrosoftDataverseCredentialEnvironmentState | null + environmentUrl?: string + message: string + requiredScopes: string[] + requiresSeparateCredential: boolean +} + +const DEFAULT_POLICY: MicrosoftDataverseCredentialPolicy = { + actionLabel: 'Update access', + applies: false, + bindingState: null, + message: 'Additional permissions required', + requiredScopes: [], + requiresSeparateCredential: false, +} + +export function resolveMicrosoftDataverseCredentialPolicy({ + dependsOn, + environmentUrl, + hasSelectedCredential, + providerId, + selectedCredentialScopes, +}: ResolveMicrosoftDataverseCredentialPolicyParams): MicrosoftDataverseCredentialPolicy { + const applies = + providerId === MICROSOFT_DATAVERSE_PROVIDER_ID && dependsOn.includes('environmentUrl') + if (!applies) return DEFAULT_POLICY + + let normalizedEnvironmentUrl: string + try { + normalizedEnvironmentUrl = normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl) + } catch { + return { + ...DEFAULT_POLICY, + applies: true, + bindingState: hasSelectedCredential ? 'invalid' : null, + message: 'Enter a valid Dynamics environment before selecting a credential', + } + } + + const requiredScopes = [getMicrosoftDataverseRequiredScope(normalizedEnvironmentUrl)] + const bindingState = hasSelectedCredential + ? classifyMicrosoftDataverseCredentialEnvironment( + selectedCredentialScopes, + normalizedEnvironmentUrl + ) + : null + const requiresSeparateCredential = + bindingState === 'unbound' || bindingState === 'different' || bindingState === 'invalid' + + return { + actionLabel: requiresSeparateCredential ? 'Connect matching account' : 'Update access', + applies: true, + bindingState, + environmentUrl: normalizedEnvironmentUrl, + message: requiresSeparateCredential + ? 'This credential is not connected to this Dynamics environment' + : 'Additional permissions required', + requiredScopes, + requiresSeparateCredential, + } +} diff --git a/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts b/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts new file mode 100644 index 00000000000..c32e3cbd8e9 --- /dev/null +++ b/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts @@ -0,0 +1,558 @@ +/** + * @vitest-environment node + */ +import { describe, expect, it } from 'vitest' +import { MicrosoftDataverseBlock } from '@/blocks/blocks/microsoft_dataverse' +import { + MicrosoftDynamics365Block, + MicrosoftDynamics365BlockMeta, +} from '@/blocks/blocks/microsoft_dynamics_365' + +const OPERATIONS = [ + 'list_records', + 'get_record', + 'create_record', + 'update_record', + 'search_records', + 'list_owners', + 'assign_record', + 'qualify_lead', + 'close_opportunity', + 'close_case', +] as const + +const TOOL_BY_OPERATION = { + list_records: 'microsoft_dynamics_365_list_records', + get_record: 'microsoft_dynamics_365_get_record', + create_record: 'microsoft_dynamics_365_create_record', + update_record: 'microsoft_dynamics_365_update_record', + search_records: 'microsoft_dynamics_365_search_records', + list_owners: 'microsoft_dynamics_365_list_records', + assign_record: 'microsoft_dynamics_365_update_record', + qualify_lead: 'microsoft_dynamics_365_qualify_lead', + close_opportunity: 'microsoft_dynamics_365_close_opportunity', + close_case: 'microsoft_dynamics_365_close_case', +} as const + +const RECORD_TYPES = { + account: { entitySetName: 'accounts', logicalName: 'account', primaryId: 'accountid' }, + contact: { entitySetName: 'contacts', logicalName: 'contact', primaryId: 'contactid' }, + lead: { entitySetName: 'leads', logicalName: 'lead', primaryId: 'leadid' }, + opportunity: { + entitySetName: 'opportunities', + logicalName: 'opportunity', + primaryId: 'opportunityid', + }, + case: { entitySetName: 'incidents', logicalName: 'incident', primaryId: 'incidentid' }, +} as const + +const BASE_PARAMS = { + credential: 'credential-1', + environmentUrl: 'https://contoso.crm.dynamics.com', +} + +function mapParams(params: Record) { + const mapper = MicrosoftDynamics365Block.tools.config?.params + if (!mapper) throw new Error('Dynamics 365 CRM block is missing its params mapper') + return mapper({ ...BASE_PARAMS, ...params }) +} + +describe('MicrosoftDynamics365Block', () => { + it('reuses the existing Dataverse OAuth service and keeps the generic block available', () => { + const credential = MicrosoftDynamics365Block.subBlocks.find( + (subBlock) => subBlock.id === 'credential' + ) + + expect(credential).toMatchObject({ + type: 'oauth-input', + serviceId: 'microsoft-dataverse', + paramVisibility: 'user-only', + required: true, + dependsOn: ['environmentUrl'], + }) + expect(MicrosoftDynamics365Block.type).toBe('microsoft_dynamics_365') + expect(MicrosoftDataverseBlock.type).toBe('microsoft_dataverse') + expect( + MicrosoftDataverseBlock.subBlocks.find((subBlock) => subBlock.id === 'credential')?.dependsOn + ).toBeUndefined() + expect(MicrosoftDataverseBlock.tools.access).toContain('microsoft_dataverse_delete_record') + }) + + it('exposes exactly ten CRM operations with list records as the read-first default', () => { + const operation = MicrosoftDynamics365Block.subBlocks.find( + (subBlock) => subBlock.id === 'operation' + ) + const options = + typeof operation?.options === 'function' ? operation.options() : operation?.options + + expect(operation?.type).toBe('dropdown') + expect(operation?.value?.({})).toBe('list_records') + expect(options?.map(({ id }) => id)).toEqual(OPERATIONS) + expect(options?.some(({ id }) => id.includes('delete'))).toBe(false) + }) + + it('routes every CRM operation to an explicitly allowed tool', () => { + const toolSelector = MicrosoftDynamics365Block.tools.config?.tool + expect(toolSelector).toBeDefined() + + for (const operation of OPERATIONS) { + const toolId = toolSelector?.({ operation }) + expect(toolId).toBe(TOOL_BY_OPERATION[operation]) + expect(MicrosoftDynamics365Block.tools.access).toContain(toolId) + } + + expect(new Set(MicrosoftDynamics365Block.tools.access)).toEqual( + new Set(Object.values(TOOL_BY_OPERATION)) + ) + expect(() => toolSelector?.({ operation: 'delete_record' })).toThrow( + 'Unsupported Dynamics 365 CRM operation' + ) + }) + + it('uses unique subblock ids and covers every operation with a canvas sentence', () => { + const ids = MicrosoftDynamics365Block.subBlocks.map(({ id }) => id) + expect(new Set(ids).size).toBe(ids.length) + expect( + Object.keys(MicrosoftDynamics365Block.canvasPresentation?.sentences?.byOperation ?? {}) + ).toEqual(OPERATIONS) + }) + + it('maps every supported CRM record type to the fixed Dataverse table names', () => { + for (const [recordType, expected] of Object.entries(RECORD_TYPES)) { + expect(mapParams({ operation: 'list_records', recordType })).toMatchObject({ + entitySetName: expected.entitySetName, + }) + expect( + mapParams({ operation: 'search_records', recordType, searchTerm: 'Contoso' }) + ).toMatchObject({ + entities: JSON.stringify([{ name: expected.logicalName }]), + top: 100, + }) + } + + expect(() => mapParams({ operation: 'list_records', recordType: 'custom_table' })).toThrow( + 'Unsupported Dynamics 365 record type' + ) + }) + + it('builds operation-specific generic record params and rejects non-object record JSON', () => { + expect( + mapParams({ + operation: 'list_records', + recordType: 'account', + listSelect: ' name,accountid ', + listFilter: 'statecode eq 0', + listOrderBy: 'createdon desc', + recordExpand: 'primarycontactid', + maxResults: '100', + includeCount: false, + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + nextPageSize: '100', + data: '{"stale":true}', + leadId: 'stale-lead', + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'accounts', + select: 'name,accountid', + filter: 'statecode eq 0', + orderBy: 'createdon desc', + expand: 'primarycontactid', + pageSize: 100, + count: 'false', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + nextPageSize: 100, + }) + + expect( + mapParams({ + operation: 'get_record', + recordType: 'case', + recordId: ' {11111111-1111-4111-8111-111111111111} ', + listSelect: 'title,statuscode', + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'incidents', + recordId: '11111111-1111-4111-8111-111111111111', + select: 'title,statuscode', + }) + + expect( + mapParams({ + operation: 'create_record', + recordType: 'contact', + data: '{"firstname":"Ada","lastname":"Lovelace"}', + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'contacts', + data: { firstname: 'Ada', lastname: 'Lovelace' }, + }) + + expect(() => + mapParams({ operation: 'create_record', recordType: 'contact', data: '[1,2]' }) + ).toThrow('Record data must be a JSON object') + expect(() => + mapParams({ + operation: 'update_record', + recordType: 'contact', + recordId: '11111111-1111-4111-8111-111111111111', + data: '{', + }) + ).toThrow('Invalid JSON for Record data') + expect(() => + mapParams({ operation: 'list_records', recordType: 'account', maxResults: '101' }) + ).toThrow('Max results must be at most 100') + expect(mapParams({ operation: 'list_records', recordType: 'account' })).toMatchObject({ + pageSize: 100, + }) + expect( + mapParams({ + operation: 'list_records', + recordType: 'account', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + nextPageSize: '25', + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'accounts', + count: 'false', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + nextPageSize: 25, + }) + expect(() => + mapParams({ + operation: 'list_records', + recordType: 'account', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + }) + ).toThrow('Next page size is required when Next Page URL is provided') + expect(() => + mapParams({ + operation: 'list_records', + recordType: 'account', + maxResults: '100', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + nextPageSize: '25', + }) + ).toThrow('Max results must match Next page size') + expect( + mapParams({ + operation: 'search_records', + recordType: 'account', + searchTerm: 'Contoso', + searchSkip: '0', + }) + ).toMatchObject({ skip: 0 }) + expect(() => + mapParams({ + operation: 'search_records', + recordType: 'account', + searchTerm: 'Contoso', + searchSkip: '-1', + }) + ).toThrow('Search offset must be at least 0') + expect(() => + mapParams({ + operation: 'search_records', + recordType: 'account', + searchTerm: 'x'.repeat(101), + }) + ).toThrow('Search term must be at most 100 characters') + }) + + it('lists users and teams with bounded fixed projections', () => { + expect(mapParams({ operation: 'list_owners', ownerType: 'user', maxResults: '25' })).toEqual({ + ...BASE_PARAMS, + entitySetName: 'systemusers', + select: 'systemuserid,fullname,domainname,internalemailaddress,isdisabled', + pageSize: 25, + filter: 'isdisabled eq false', + }) + expect( + mapParams({ + operation: 'list_owners', + ownerType: 'team', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/teams?$skiptoken=opaque`, + nextPageSize: '100', + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'teams', + select: 'teamid,name,teamtype', + filter: 'teamtype ne 1', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/teams?$skiptoken=opaque`, + nextPageSize: 100, + }) + }) + + it('assigns records with a validated user or team OData binding', () => { + const recordId = '11111111-1111-4111-8111-111111111111' + const ownerId = 'AAAAAAAA-AAAA-4AAA-8AAA-AAAAAAAAAAAA' + + expect( + mapParams({ + operation: 'assign_record', + recordType: 'opportunity', + recordId, + ownerType: 'user', + ownerId: `{${ownerId}}`, + data: '{"stale":true}', + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'opportunities', + recordId, + data: { + 'ownerid@odata.bind': `/systemusers(${ownerId})`, + }, + }) + + expect( + mapParams({ + operation: 'assign_record', + recordType: 'case', + recordId, + ownerType: 'team', + ownerId, + }).data + ).toEqual({ 'ownerid@odata.bind': `/teams(${ownerId})` }) + + expect(() => + mapParams({ + operation: 'assign_record', + recordType: 'case', + recordId, + ownerType: 'user', + ownerId: 'not-a-guid', + }) + ).toThrow('Owner ID must be a valid GUID') + }) + + it('preserves explicit false and zero values when qualifying a lead', () => { + expect( + mapParams({ + operation: 'qualify_lead', + leadId: '11111111-1111-4111-8111-111111111111', + createAccount: false, + createContact: 'false', + createOpportunity: 0, + qualifyStatusReason: '0', + qualifyOpportunityCurrencyId: 'stale-currency', + qualifyOpportunityCustomerId: 'stale-customer', + qualifyOpportunityCustomerType: 'contact', + qualifySourceCampaignId: 'stale-campaign', + qualifyProcessInstanceId: 'stale-process-id', + qualifyProcessInstanceEntityType: 'stale_process', + }) + ).toEqual({ + ...BASE_PARAMS, + leadId: '11111111-1111-4111-8111-111111111111', + createAccount: false, + createContact: false, + createOpportunity: false, + statusReason: 0, + }) + + expect(() => + mapParams({ + operation: 'qualify_lead', + leadId: '11111111-1111-4111-8111-111111111111', + createAccount: 'yes', + }) + ).toThrow('Create account must be true or false') + }) + + it('maps optional lead qualification references only for requested opportunity creation', () => { + expect( + mapParams({ + operation: 'qualify_lead', + leadId: '11111111-1111-4111-8111-111111111111', + createAccount: true, + createContact: false, + createOpportunity: true, + qualifyOpportunityCurrencyId: '22222222-2222-4222-8222-222222222222', + qualifyOpportunityCustomerId: '33333333-3333-4333-8333-333333333333', + qualifyOpportunityCustomerType: 'contact', + qualifySourceCampaignId: '44444444-4444-4444-8444-444444444444', + qualifyProcessInstanceId: '55555555-5555-4555-8555-555555555555', + qualifyProcessInstanceEntityType: 'leadtoopportunitysalesprocess', + }) + ).toEqual({ + ...BASE_PARAMS, + leadId: '11111111-1111-4111-8111-111111111111', + createAccount: true, + createContact: false, + createOpportunity: true, + opportunityCurrencyId: '22222222-2222-4222-8222-222222222222', + opportunityCustomerId: '33333333-3333-4333-8333-333333333333', + opportunityCustomerType: 'contact', + sourceCampaignId: '44444444-4444-4444-8444-444444444444', + processInstanceId: '55555555-5555-4555-8555-555555555555', + processInstanceEntityType: 'leadtoopportunitysalesprocess', + }) + + expect(() => + mapParams({ + operation: 'qualify_lead', + leadId: '11111111-1111-4111-8111-111111111111', + createOpportunity: true, + qualifyOpportunityCustomerId: '33333333-3333-4333-8333-333333333333', + }) + ).toThrow('Opportunity customer type is required') + + expect(() => + mapParams({ + operation: 'qualify_lead', + leadId: '11111111-1111-4111-8111-111111111111', + createOpportunity: true, + qualifyProcessInstanceId: '55555555-5555-4555-8555-555555555555', + }) + ).toThrow('Process instance ID and process instance table must be provided together') + }) + + it('maps opportunity and case closure without losing valid zero values', () => { + expect( + mapParams({ + operation: 'close_opportunity', + closeOpportunityId: '11111111-1111-4111-8111-111111111111', + opportunityOutcome: 'lost', + opportunitySubject: 'Budget unavailable', + opportunityDescription: 'Revisit next quarter', + opportunityStatusReason: '0', + caseDescription: 'stale case value', + }) + ).toEqual({ + ...BASE_PARAMS, + opportunityId: '11111111-1111-4111-8111-111111111111', + outcome: 'lost', + subject: 'Budget unavailable', + description: 'Revisit next quarter', + statusReason: 0, + }) + + expect( + mapParams({ + operation: 'close_case', + caseId: '22222222-2222-4222-8222-222222222222', + caseSubject: 'Issue resolved', + caseDescription: 'Configuration corrected', + caseTimeSpent: '0', + caseStatusReason: '0', + opportunityDescription: 'stale opportunity value', + }) + ).toEqual({ + ...BASE_PARAMS, + caseId: '22222222-2222-4222-8222-222222222222', + subject: 'Issue resolved', + description: 'Configuration corrected', + timeSpent: 0, + statusReason: 0, + }) + + expect(() => + mapParams({ + operation: 'close_case', + caseId: '22222222-2222-4222-8222-222222222222', + caseSubject: 'Issue resolved', + caseTimeSpent: '-1', + }) + ).toThrow('Time spent must be at least 0') + expect(() => + mapParams({ + operation: 'close_case', + caseId: '22222222-2222-4222-8222-222222222222', + caseSubject: 'Issue resolved', + caseTimeSpent: '2147483648', + }) + ).toThrow('Time spent must be at most 2147483647') + }) + + it('supports an optional opportunity subject and enforces close-description limits', () => { + expect( + mapParams({ + operation: 'close_opportunity', + closeOpportunityId: '11111111-1111-4111-8111-111111111111', + opportunityOutcome: 'won', + }) + ).toEqual({ + ...BASE_PARAMS, + opportunityId: '11111111-1111-4111-8111-111111111111', + outcome: 'won', + }) + expect( + mapParams({ + operation: 'close_opportunity', + closeOpportunityId: '11111111-1111-4111-8111-111111111111', + opportunityOutcome: 'lost', + opportunityDescription: 'x'.repeat(2_000), + }) + ).toMatchObject({ description: 'x'.repeat(2_000) }) + expect(() => + mapParams({ + operation: 'close_opportunity', + closeOpportunityId: '11111111-1111-4111-8111-111111111111', + opportunityDescription: 'x'.repeat(2_001), + }) + ).toThrow('Close notes must be at most 2000 characters') + expect( + mapParams({ + operation: 'close_case', + caseId: '22222222-2222-4222-8222-222222222222', + caseSubject: 'Issue resolved', + caseDescription: 'x'.repeat(100_000), + }) + ).toMatchObject({ description: 'x'.repeat(100_000) }) + expect(() => + mapParams({ + operation: 'close_case', + caseId: '22222222-2222-4222-8222-222222222222', + caseSubject: 'Issue resolved', + caseDescription: 'x'.repeat(100_001), + }) + ).toThrow('Resolution notes must be at most 100000 characters') + expect( + MicrosoftDynamics365Block.subBlocks.find(({ id }) => id === 'opportunitySubject')?.required + ).toBeUndefined() + }) + + it('declares only outputs returned by the reused and lifecycle tools', () => { + expect(Object.keys(MicrosoftDynamics365Block.outputs)).toEqual([ + 'records', + 'record', + 'recordId', + 'count', + 'totalCount', + 'totalCountLimitExceeded', + 'nextLink', + 'nextPageSize', + 'results', + 'facets', + 'createdEntities', + 'opportunityId', + 'outcome', + 'caseId', + 'success', + ]) + }) + + it('provides researched templates and operation-grounded skills', () => { + expect(MicrosoftDynamics365BlockMeta.templates).toHaveLength(8) + expect(MicrosoftDynamics365BlockMeta.skills).toHaveLength(7) + + for (const template of MicrosoftDynamics365BlockMeta.templates) { + expect(template.title).toBeTruthy() + expect(template.prompt).toBeTruthy() + expect(template.modules.length).toBeGreaterThan(0) + expect(template.category).toBeTruthy() + expect(template.tags.length).toBeGreaterThan(0) + } + + const skillNames = MicrosoftDynamics365BlockMeta.skills.map(({ name }) => name) + expect(new Set(skillNames).size).toBe(skillNames.length) + expect( + MicrosoftDynamics365BlockMeta.skills.every(({ content }) => content.includes('## Steps')) + ).toBe(true) + }) +}) diff --git a/apps/sim/blocks/blocks/microsoft_dynamics_365.ts b/apps/sim/blocks/blocks/microsoft_dynamics_365.ts new file mode 100644 index 00000000000..6147598bfb1 --- /dev/null +++ b/apps/sim/blocks/blocks/microsoft_dynamics_365.ts @@ -0,0 +1,1192 @@ +import { MicrosoftDataverseIcon } from '@/components/icons' +import { getScopesForService } from '@/lib/oauth/utils' +import type { BlockConfig, BlockMeta } from '@/blocks/types' +import { AuthMode, IntegrationType } from '@/blocks/types' +import { + parseOptionalBooleanInput, + parseOptionalJsonInput, + parseOptionalNumberInput, +} from '@/blocks/utils' +import type { DataverseResponse } from '@/tools/microsoft_dynamics_365/types' + +const DATAVERSE_GUID_PATTERN = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i + +const CRM_RECORD_TYPES = { + account: { entitySetName: 'accounts', logicalName: 'account', primaryId: 'accountid' }, + contact: { entitySetName: 'contacts', logicalName: 'contact', primaryId: 'contactid' }, + lead: { entitySetName: 'leads', logicalName: 'lead', primaryId: 'leadid' }, + opportunity: { + entitySetName: 'opportunities', + logicalName: 'opportunity', + primaryId: 'opportunityid', + }, + case: { entitySetName: 'incidents', logicalName: 'incident', primaryId: 'incidentid' }, +} as const + +const OWNER_TYPES = { + user: { + entitySetName: 'systemusers', + select: 'systemuserid,fullname,domainname,internalemailaddress,isdisabled', + filter: 'isdisabled eq false', + }, + team: { + entitySetName: 'teams', + select: 'teamid,name,teamtype', + filter: 'teamtype ne 1', + }, +} as const + +type CrmRecordType = keyof typeof CRM_RECORD_TYPES +type OwnerType = keyof typeof OWNER_TYPES + +function normalizeDataverseGuid(value: string, fieldName: string): string { + const trimmed = value.trim() + const hasOpeningBrace = trimmed.startsWith('{') + const hasClosingBrace = trimmed.endsWith('}') + if (hasOpeningBrace !== hasClosingBrace) { + throw new Error(`${fieldName} must be a valid GUID`) + } + + const normalized = hasOpeningBrace ? trimmed.slice(1, -1) : trimmed + if (!DATAVERSE_GUID_PATTERN.test(normalized)) { + throw new Error(`${fieldName} must be a valid GUID`) + } + return normalized +} + +function requiredString(value: unknown, label: string, maxLength?: number): string { + if (typeof value !== 'string' || value.trim().length === 0) { + throw new Error(`${label} is required.`) + } + const trimmed = value.trim() + if (maxLength !== undefined && trimmed.length > maxLength) { + throw new Error(`${label} must be at most ${maxLength} characters.`) + } + return trimmed +} + +function optionalString(value: unknown): string | undefined { + if (typeof value !== 'string') return undefined + const trimmed = value.trim() + return trimmed.length > 0 ? trimmed : undefined +} + +function optionalOpaqueString(value: unknown): string | undefined { + return typeof value === 'string' && value.length > 0 ? value : undefined +} + +function optionalBoundedString( + value: unknown, + label: string, + maxLength: number +): string | undefined { + const normalized = optionalString(value) + if (normalized !== undefined && normalized.length > maxLength) { + throw new Error(`${label} must be at most ${maxLength} characters.`) + } + return normalized +} + +function getListPaginationParams(params: Record) { + const pageSize = parseOptionalNumberInput(params.maxResults, 'Max results', { + integer: true, + min: 1, + max: 100, + }) + const nextLink = optionalOpaqueString(params.nextLink) + const nextPageSize = parseOptionalNumberInput(params.nextPageSize, 'Next page size', { + integer: true, + min: 1, + max: 100, + }) + + if (nextLink !== undefined) { + if (nextPageSize === undefined) { + throw new Error('Next page size is required when Next Page URL is provided.') + } + if (pageSize !== undefined && pageSize !== nextPageSize) { + throw new Error('Max results must match Next page size.') + } + return { + nextLink, + nextPageSize, + ...(pageSize !== undefined && { pageSize }), + } + } + + if (nextPageSize !== undefined) { + throw new Error('Next page size may only be provided with Next Page URL.') + } + return { pageSize: pageSize ?? 100 } +} + +function parseRequiredRecord(value: unknown): Record { + const parsed = parseOptionalJsonInput(value, 'Record data') + if (!parsed || typeof parsed !== 'object' || Array.isArray(parsed)) { + throw new Error('Record data must be a JSON object.') + } + return parsed as Record +} + +function parseBooleanWithDefault(value: unknown, label: string, defaultValue: boolean): boolean { + if (value === undefined || value === null || value === '') return defaultValue + if (typeof value === 'number' && value !== 0 && value !== 1) { + throw new Error(`${label} must be true or false.`) + } + const parsed = parseOptionalBooleanInput(value) + if (parsed === undefined) throw new Error(`${label} must be true or false.`) + return parsed +} + +function getRecordType(value: unknown) { + const recordType = requiredString(value, 'Record type') + if (!Object.hasOwn(CRM_RECORD_TYPES, recordType)) { + throw new Error(`Unsupported Dynamics 365 record type: ${recordType}`) + } + return CRM_RECORD_TYPES[recordType as CrmRecordType] +} + +function getOwnerType(value: unknown) { + const ownerType = requiredString(value, 'Owner type') + if (!Object.hasOwn(OWNER_TYPES, ownerType)) { + throw new Error(`Unsupported Dynamics 365 owner type: ${ownerType}`) + } + return OWNER_TYPES[ownerType as OwnerType] +} + +function getCommonParams(params: Record) { + return { + credential: requiredString(params.credential, 'Microsoft account'), + environmentUrl: requiredString(params.environmentUrl, 'Environment URL'), + } +} + +export const MicrosoftDynamics365Block: BlockConfig = { + type: 'microsoft_dynamics_365', + name: 'Microsoft Dynamics 365 CRM', + description: 'Manage customers, sales pipelines, and support cases in Dynamics 365 CRM', + authMode: AuthMode.OAuth, + longDescription: + 'Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges.', + docsLink: 'https://docs.sim.ai/integrations/microsoft_dynamics_365', + category: 'tools', + integrationType: IntegrationType.Sales, + bgColor: '#FFFFFF', + icon: MicrosoftDataverseIcon, + canvasPresentation: { + defaultTitle: 'Microsoft Dynamics 365 CRM', + sentences: { + byOperation: { + list_records: ['List CRM records', { text: 'of type', field: 'recordType' }], + get_record: [ + { text: 'Read', field: 'recordId', core: true }, + { text: 'from', field: 'recordType', core: true }, + ], + create_record: [{ text: 'Create', field: 'recordType', core: true }], + update_record: [ + { text: 'Update', field: 'recordId', core: true }, + { text: 'in', field: 'recordType', core: true }, + ], + search_records: [ + { text: 'Search', field: 'recordType', core: true }, + { text: 'for', field: 'searchTerm', core: true }, + ], + list_owners: ['List CRM owners', { text: 'of type', field: 'ownerType' }], + assign_record: [ + { text: 'Assign', field: 'recordId', core: true }, + { text: 'in', field: 'recordType', core: true }, + { text: 'to', field: 'ownerId', core: true }, + ], + qualify_lead: [{ text: 'Qualify lead', field: 'leadId', core: true }], + close_opportunity: [ + { text: 'Close opportunity', field: 'closeOpportunityId', core: true }, + { text: 'as', field: 'opportunityOutcome', core: true }, + ], + close_case: [{ text: 'Resolve case', field: 'caseId', core: true }], + }, + }, + }, + subBlocks: [ + { + id: 'operation', + title: 'Operation', + type: 'dropdown', + options: [ + { label: 'List Records', id: 'list_records' }, + { label: 'Get Record', id: 'get_record' }, + { label: 'Create Record', id: 'create_record' }, + { label: 'Update Record', id: 'update_record' }, + { label: 'Search Records', id: 'search_records' }, + { label: 'List Owners', id: 'list_owners' }, + { label: 'Assign Record', id: 'assign_record' }, + { label: 'Qualify Lead', id: 'qualify_lead' }, + { label: 'Close Opportunity', id: 'close_opportunity' }, + { label: 'Close Case', id: 'close_case' }, + ], + value: () => 'list_records', + }, + { + id: 'environmentUrl', + title: 'Environment URL', + type: 'short-input', + placeholder: 'https://myorg.crm.dynamics.com', + description: + 'Public-cloud Dynamics environment root URL. National-cloud environments require a separate OAuth configuration.', + paramVisibility: 'user-only', + required: true, + }, + { + id: 'credential', + title: 'Microsoft Account', + type: 'oauth-input', + serviceId: 'microsoft-dataverse', + requiredScopes: getScopesForService('microsoft-dataverse'), + dependsOn: ['environmentUrl'], + placeholder: 'Select Microsoft account for this environment', + paramVisibility: 'user-only', + required: true, + }, + { + id: 'recordType', + title: 'Record Type', + type: 'dropdown', + options: [ + { label: 'Account', id: 'account' }, + { label: 'Contact', id: 'contact' }, + { label: 'Lead', id: 'lead' }, + { label: 'Opportunity', id: 'opportunity' }, + { label: 'Case', id: 'case' }, + ], + value: () => 'account', + condition: { + field: 'operation', + value: [ + 'list_records', + 'get_record', + 'create_record', + 'update_record', + 'search_records', + 'assign_record', + ], + }, + required: { + field: 'operation', + value: [ + 'list_records', + 'get_record', + 'create_record', + 'update_record', + 'search_records', + 'assign_record', + ], + }, + }, + { + id: 'recordId', + title: 'Record ID', + type: 'short-input', + placeholder: '00000000-0000-0000-0000-000000000000', + condition: { field: 'operation', value: ['get_record', 'update_record', 'assign_record'] }, + required: { field: 'operation', value: ['get_record', 'update_record', 'assign_record'] }, + }, + { + id: 'data', + title: 'Record Data', + type: 'long-input', + placeholder: '{"name":"Contoso","telephone1":"555-0100"}', + condition: { field: 'operation', value: ['create_record', 'update_record'] }, + required: { field: 'operation', value: ['create_record', 'update_record'] }, + wandConfig: { + enabled: true, + prompt: + 'Generate a JSON object for a Dynamics 365 Dataverse record. Use logical column names, preserve any custom column names supplied by the user, and return only valid JSON.', + placeholder: 'Describe the CRM fields to create or update...', + generationType: 'json-object', + }, + }, + { + id: 'listSelect', + title: 'Select Columns', + type: 'short-input', + placeholder: 'name,telephone1,emailaddress1', + condition: { field: 'operation', value: ['list_records', 'get_record'] }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a comma-separated list of Dynamics 365 Dataverse logical column names. Return only the comma-separated names.', + placeholder: 'Describe the columns to retrieve...', + generationType: 'odata-expression', + }, + }, + { + id: 'listFilter', + title: 'Filter', + type: 'short-input', + placeholder: "statecode eq 0 and contains(name,'Contoso')", + condition: { field: 'operation', value: 'list_records' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a Dataverse OData $filter expression using logical column names. Return only the expression without the $filter= prefix.', + placeholder: 'Describe which CRM records to include...', + generationType: 'odata-expression', + }, + }, + { + id: 'listOrderBy', + title: 'Order By', + type: 'short-input', + placeholder: 'createdon desc', + condition: { field: 'operation', value: 'list_records' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a Dataverse OData $orderby expression using logical column names. Return only the expression without the $orderby= prefix.', + placeholder: 'Describe how to sort the records...', + generationType: 'odata-expression', + }, + }, + { + id: 'recordExpand', + title: 'Expand Relationships', + type: 'short-input', + placeholder: 'primarycontactid($select=fullname,emailaddress1)', + condition: { field: 'operation', value: ['list_records', 'get_record'] }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a Dataverse OData $expand expression for the requested relationships. Return only the expression without the $expand= prefix.', + placeholder: 'Describe which related records to include...', + generationType: 'odata-expression', + }, + }, + { + id: 'maxResults', + title: 'Max Results', + type: 'short-input', + placeholder: '1-100', + condition: { + field: 'operation', + value: ['list_records', 'search_records', 'list_owners'], + }, + mode: 'advanced', + }, + { + id: 'includeCount', + title: 'Include Total Count', + type: 'switch', + defaultValue: false, + condition: { field: 'operation', value: 'list_records' }, + mode: 'advanced', + }, + { + id: 'nextLink', + title: 'Next Page URL', + type: 'long-input', + placeholder: 'Use the nextLink output from the previous page', + description: + 'Exact continuation URL returned by a previous List Records or List Owners result.', + condition: { field: 'operation', value: ['list_records', 'list_owners'] }, + mode: 'advanced', + }, + { + id: 'nextPageSize', + title: 'Next Page Size', + type: 'short-input', + placeholder: 'Use the nextPageSize output from the previous page', + description: + 'Exact continuation page size returned with the previous List Records or List Owners result.', + condition: { field: 'operation', value: ['list_records', 'list_owners'] }, + mode: 'advanced', + }, + { + id: 'searchTerm', + title: 'Search Term', + type: 'short-input', + placeholder: 'Customer name, email, company, or case keyword', + description: 'Requires Dataverse Search to be enabled in the selected environment.', + condition: { field: 'operation', value: 'search_records' }, + required: { field: 'operation', value: 'search_records' }, + }, + { + id: 'searchMode', + title: 'Search Mode', + type: 'dropdown', + options: [ + { label: 'Match Any Term', id: 'any' }, + { label: 'Match All Terms', id: 'all' }, + ], + value: () => 'any', + condition: { field: 'operation', value: 'search_records' }, + mode: 'advanced', + }, + { + id: 'searchSkip', + title: 'Search Offset', + type: 'short-input', + placeholder: '0', + description: 'Number of earlier search results to skip.', + condition: { field: 'operation', value: 'search_records' }, + mode: 'advanced', + }, + { + id: 'searchType', + title: 'Query Type', + type: 'dropdown', + options: [ + { label: 'Simple', id: 'simple' }, + { label: 'Lucene', id: 'lucene' }, + ], + value: () => 'simple', + condition: { field: 'operation', value: 'search_records' }, + mode: 'advanced', + }, + { + id: 'ownerType', + title: 'Owner Type', + type: 'dropdown', + options: [ + { label: 'User', id: 'user' }, + { label: 'Team', id: 'team' }, + ], + value: () => 'user', + condition: { field: 'operation', value: ['list_owners', 'assign_record'] }, + required: { field: 'operation', value: ['list_owners', 'assign_record'] }, + }, + { + id: 'ownerId', + title: 'Owner ID', + type: 'short-input', + placeholder: 'User or team GUID', + condition: { field: 'operation', value: 'assign_record' }, + required: { field: 'operation', value: 'assign_record' }, + }, + { + id: 'leadId', + title: 'Lead ID', + type: 'short-input', + placeholder: 'Lead GUID', + condition: { field: 'operation', value: 'qualify_lead' }, + required: { field: 'operation', value: 'qualify_lead' }, + }, + { + id: 'createAccount', + title: 'Create Account', + type: 'switch', + defaultValue: true, + condition: { field: 'operation', value: 'qualify_lead' }, + }, + { + id: 'createContact', + title: 'Create Contact', + type: 'switch', + defaultValue: true, + condition: { field: 'operation', value: 'qualify_lead' }, + }, + { + id: 'createOpportunity', + title: 'Create Opportunity', + type: 'switch', + defaultValue: false, + condition: { field: 'operation', value: 'qualify_lead' }, + }, + { + id: 'qualifyStatusReason', + title: 'Qualified Status Reason', + type: 'short-input', + placeholder: 'Defaults to 3', + condition: { field: 'operation', value: 'qualify_lead' }, + mode: 'advanced', + }, + { + id: 'qualifyOpportunityCurrencyId', + title: 'Opportunity Currency ID', + type: 'short-input', + placeholder: 'Transaction currency GUID', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'qualifyOpportunityCustomerId', + title: 'Opportunity Customer ID', + type: 'short-input', + placeholder: 'Account or contact GUID', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'qualifyOpportunityCustomerType', + title: 'Opportunity Customer Type', + type: 'dropdown', + options: [ + { label: 'Account', id: 'account' }, + { label: 'Contact', id: 'contact' }, + ], + value: () => 'account', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'qualifySourceCampaignId', + title: 'Source Campaign ID', + type: 'short-input', + placeholder: 'Campaign GUID', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'qualifyProcessInstanceId', + title: 'Process Instance ID', + type: 'short-input', + placeholder: 'Business process flow instance GUID', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'qualifyProcessInstanceEntityType', + title: 'Process Instance Table', + type: 'short-input', + placeholder: 'For example: leadtoopportunitysalesprocess', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'closeOpportunityId', + title: 'Opportunity ID', + type: 'short-input', + placeholder: 'Opportunity GUID', + condition: { field: 'operation', value: 'close_opportunity' }, + required: { field: 'operation', value: 'close_opportunity' }, + }, + { + id: 'opportunityOutcome', + title: 'Outcome', + type: 'dropdown', + options: [ + { label: 'Won', id: 'won' }, + { label: 'Lost', id: 'lost' }, + ], + value: () => 'won', + condition: { field: 'operation', value: 'close_opportunity' }, + required: { field: 'operation', value: 'close_opportunity' }, + }, + { + id: 'opportunitySubject', + title: 'Close Subject', + type: 'short-input', + placeholder: 'Reason or summary for closing the opportunity', + description: 'Optional subject for the opportunity-close activity (maximum 200 characters).', + condition: { field: 'operation', value: 'close_opportunity' }, + }, + { + id: 'opportunityDescription', + title: 'Close Notes', + type: 'long-input', + placeholder: 'Optional details about the outcome', + description: 'Optional opportunity-close description (maximum 2,000 characters).', + condition: { field: 'operation', value: 'close_opportunity' }, + mode: 'advanced', + }, + { + id: 'opportunityStatusReason', + title: 'Status Reason', + type: 'short-input', + placeholder: 'Defaults to 3 when won and 4 when lost', + condition: { field: 'operation', value: 'close_opportunity' }, + mode: 'advanced', + }, + { + id: 'caseId', + title: 'Case ID', + type: 'short-input', + placeholder: 'Case GUID', + condition: { field: 'operation', value: 'close_case' }, + required: { field: 'operation', value: 'close_case' }, + }, + { + id: 'caseSubject', + title: 'Resolution Subject', + type: 'short-input', + placeholder: 'How the case was resolved', + condition: { field: 'operation', value: 'close_case' }, + required: { field: 'operation', value: 'close_case' }, + }, + { + id: 'caseDescription', + title: 'Resolution Notes', + type: 'long-input', + placeholder: 'Optional resolution details', + description: 'Optional case-resolution description (maximum 100,000 characters).', + condition: { field: 'operation', value: 'close_case' }, + mode: 'advanced', + }, + { + id: 'caseTimeSpent', + title: 'Time Spent (Minutes)', + type: 'short-input', + placeholder: 'Nonnegative whole number', + condition: { field: 'operation', value: 'close_case' }, + mode: 'advanced', + }, + { + id: 'caseStatusReason', + title: 'Resolved Status Reason', + type: 'short-input', + placeholder: 'Defaults to 5', + condition: { field: 'operation', value: 'close_case' }, + mode: 'advanced', + }, + ], + tools: { + access: [ + 'microsoft_dynamics_365_list_records', + 'microsoft_dynamics_365_get_record', + 'microsoft_dynamics_365_create_record', + 'microsoft_dynamics_365_update_record', + 'microsoft_dynamics_365_search_records', + 'microsoft_dynamics_365_qualify_lead', + 'microsoft_dynamics_365_close_opportunity', + 'microsoft_dynamics_365_close_case', + ], + config: { + tool: (params) => { + switch (params.operation) { + case 'list_records': + case 'list_owners': + return 'microsoft_dynamics_365_list_records' + case 'get_record': + return 'microsoft_dynamics_365_get_record' + case 'create_record': + return 'microsoft_dynamics_365_create_record' + case 'update_record': + case 'assign_record': + return 'microsoft_dynamics_365_update_record' + case 'search_records': + return 'microsoft_dynamics_365_search_records' + case 'qualify_lead': + return 'microsoft_dynamics_365_qualify_lead' + case 'close_opportunity': + return 'microsoft_dynamics_365_close_opportunity' + case 'close_case': + return 'microsoft_dynamics_365_close_case' + default: + throw new Error(`Unsupported Dynamics 365 CRM operation: ${params.operation}`) + } + }, + params: (params) => { + const common = getCommonParams(params) + + switch (params.operation) { + case 'list_records': { + const recordType = getRecordType(params.recordType) + const includeCount = parseBooleanWithDefault( + params.includeCount, + 'Include total count', + false + ) + return { + ...common, + entitySetName: recordType.entitySetName, + ...(optionalString(params.listSelect) && { + select: optionalString(params.listSelect), + }), + ...(optionalString(params.listFilter) && { + filter: optionalString(params.listFilter), + }), + ...(optionalString(params.listOrderBy) && { + orderBy: optionalString(params.listOrderBy), + }), + ...(optionalString(params.recordExpand) && { + expand: optionalString(params.recordExpand), + }), + ...getListPaginationParams(params), + count: includeCount ? 'true' : 'false', + } + } + + case 'get_record': { + const recordType = getRecordType(params.recordType) + return { + ...common, + entitySetName: recordType.entitySetName, + recordId: normalizeDataverseGuid( + requiredString(params.recordId, 'Record ID'), + 'Record ID' + ), + ...(optionalString(params.listSelect) && { + select: optionalString(params.listSelect), + }), + ...(optionalString(params.recordExpand) && { + expand: optionalString(params.recordExpand), + }), + } + } + + case 'create_record': { + const recordType = getRecordType(params.recordType) + return { + ...common, + entitySetName: recordType.entitySetName, + data: parseRequiredRecord(params.data), + } + } + + case 'update_record': { + const recordType = getRecordType(params.recordType) + return { + ...common, + entitySetName: recordType.entitySetName, + recordId: normalizeDataverseGuid( + requiredString(params.recordId, 'Record ID'), + 'Record ID' + ), + data: parseRequiredRecord(params.data), + } + } + + case 'search_records': { + const recordType = getRecordType(params.recordType) + const top = + parseOptionalNumberInput(params.maxResults, 'Max results', { + integer: true, + min: 1, + max: 100, + }) ?? 100 + const skip = parseOptionalNumberInput(params.searchSkip, 'Search offset', { + integer: true, + min: 0, + max: 2_147_483_647, + }) + return { + ...common, + searchTerm: requiredString(params.searchTerm, 'Search term', 100), + entities: JSON.stringify([{ name: recordType.logicalName }]), + top, + ...(skip !== undefined && { skip }), + searchMode: requiredString(params.searchMode ?? 'any', 'Search mode'), + searchType: requiredString(params.searchType ?? 'simple', 'Query type'), + } + } + + case 'list_owners': { + const ownerType = getOwnerType(params.ownerType) + return { + ...common, + entitySetName: ownerType.entitySetName, + select: ownerType.select, + filter: ownerType.filter, + ...getListPaginationParams(params), + } + } + + case 'assign_record': { + const recordType = getRecordType(params.recordType) + const ownerType = getOwnerType(params.ownerType) + const ownerId = normalizeDataverseGuid( + requiredString(params.ownerId, 'Owner ID'), + 'Owner ID' + ) + return { + ...common, + entitySetName: recordType.entitySetName, + recordId: normalizeDataverseGuid( + requiredString(params.recordId, 'Record ID'), + 'Record ID' + ), + data: { + 'ownerid@odata.bind': `/${ownerType.entitySetName}(${ownerId})`, + }, + } + } + + case 'qualify_lead': { + const createOpportunity = parseBooleanWithDefault( + params.createOpportunity, + 'Create opportunity', + false + ) + const statusReason = parseOptionalNumberInput( + params.qualifyStatusReason, + 'Qualified status reason', + { integer: true, min: -2_147_483_648, max: 2_147_483_647 } + ) + const opportunityCurrencyId = createOpportunity + ? optionalString(params.qualifyOpportunityCurrencyId) + : undefined + const opportunityCustomerId = createOpportunity + ? optionalString(params.qualifyOpportunityCustomerId) + : undefined + const sourceCampaignId = createOpportunity + ? optionalString(params.qualifySourceCampaignId) + : undefined + const processInstanceId = createOpportunity + ? optionalString(params.qualifyProcessInstanceId) + : undefined + const processInstanceEntityType = createOpportunity + ? optionalString(params.qualifyProcessInstanceEntityType) + : undefined + if (Boolean(processInstanceId) !== Boolean(processInstanceEntityType)) { + throw new Error( + 'Process instance ID and process instance table must be provided together' + ) + } + const opportunityCustomerType = opportunityCustomerId + ? requiredString(params.qualifyOpportunityCustomerType, 'Opportunity customer type') + : undefined + return { + ...common, + leadId: requiredString(params.leadId, 'Lead ID'), + createAccount: parseBooleanWithDefault(params.createAccount, 'Create account', true), + createContact: parseBooleanWithDefault(params.createContact, 'Create contact', true), + createOpportunity, + ...(statusReason !== undefined && { statusReason }), + ...(opportunityCurrencyId && { opportunityCurrencyId }), + ...(opportunityCustomerId && { + opportunityCustomerId, + opportunityCustomerType, + }), + ...(sourceCampaignId && { sourceCampaignId }), + ...(processInstanceId && { + processInstanceId, + processInstanceEntityType: processInstanceEntityType as string, + }), + } + } + + case 'close_opportunity': { + const statusReason = parseOptionalNumberInput( + params.opportunityStatusReason, + 'Opportunity status reason', + { integer: true, min: -2_147_483_648, max: 2_147_483_647 } + ) + const subject = optionalBoundedString(params.opportunitySubject, 'Close subject', 200) + const description = optionalBoundedString( + params.opportunityDescription, + 'Close notes', + 2_000 + ) + return { + ...common, + opportunityId: requiredString(params.closeOpportunityId, 'Opportunity ID'), + outcome: requiredString(params.opportunityOutcome ?? 'won', 'Outcome'), + ...(subject && { subject }), + ...(description && { description }), + ...(statusReason !== undefined && { statusReason }), + } + } + + case 'close_case': { + const timeSpent = parseOptionalNumberInput(params.caseTimeSpent, 'Time spent', { + integer: true, + min: 0, + max: 2_147_483_647, + }) + const statusReason = parseOptionalNumberInput( + params.caseStatusReason, + 'Case status reason', + { integer: true, min: -2_147_483_648, max: 2_147_483_647 } + ) + const description = optionalBoundedString( + params.caseDescription, + 'Resolution notes', + 100_000 + ) + return { + ...common, + caseId: requiredString(params.caseId, 'Case ID'), + subject: requiredString(params.caseSubject, 'Resolution subject', 200), + ...(description && { description }), + ...(timeSpent !== undefined && { timeSpent }), + ...(statusReason !== undefined && { statusReason }), + } + } + + default: + throw new Error(`Unsupported Dynamics 365 CRM operation: ${params.operation}`) + } + }, + }, + }, + inputs: { + operation: { type: 'string', description: 'CRM operation to perform' }, + credential: { type: 'string', description: 'Microsoft Dataverse OAuth credential' }, + environmentUrl: { type: 'string', description: 'Dynamics 365 environment URL' }, + recordType: { + type: 'string', + description: 'Standard CRM record type: account, contact, lead, opportunity, or case', + }, + recordId: { type: 'string', description: 'CRM record GUID' }, + data: { type: 'json', description: 'Record data using Dataverse logical column names' }, + listSelect: { type: 'string', description: 'Comma-separated columns to return' }, + listFilter: { type: 'string', description: 'OData filter for record listing' }, + listOrderBy: { type: 'string', description: 'OData ordering for record listing' }, + recordExpand: { type: 'string', description: 'OData relationships to expand' }, + maxResults: { type: 'string', description: 'Maximum results for a single page (1-100)' }, + includeCount: { type: 'boolean', description: 'Whether to request the total matching count' }, + nextLink: { type: 'string', description: 'Opaque next-page URL from a previous list result' }, + nextPageSize: { + type: 'string', + description: 'Page size paired with the previous list result nextLink', + }, + searchTerm: { type: 'string', description: 'Dataverse Search query text' }, + searchSkip: { type: 'string', description: 'Number of earlier search results to skip' }, + searchMode: { type: 'string', description: 'Search mode: any or all' }, + searchType: { type: 'string', description: 'Search query type: simple or lucene' }, + ownerType: { type: 'string', description: 'Owner type: user or team' }, + ownerId: { type: 'string', description: 'User or team GUID to assign' }, + leadId: { type: 'string', description: 'Lead GUID to qualify' }, + createAccount: { type: 'boolean', description: 'Whether qualification creates an account' }, + createContact: { type: 'boolean', description: 'Whether qualification creates a contact' }, + createOpportunity: { + type: 'boolean', + description: 'Whether qualification creates an opportunity', + }, + qualifyStatusReason: { + type: 'string', + description: 'Custom qualified lead status reason integer', + }, + qualifyOpportunityCurrencyId: { + type: 'string', + description: 'Transaction currency GUID for a created opportunity', + }, + qualifyOpportunityCustomerId: { + type: 'string', + description: 'Account or contact GUID for a created opportunity', + }, + qualifyOpportunityCustomerType: { + type: 'string', + description: 'Created opportunity customer type: account or contact', + }, + qualifySourceCampaignId: { + type: 'string', + description: 'Source campaign GUID for lead qualification', + }, + qualifyProcessInstanceId: { + type: 'string', + description: 'Business process flow instance GUID for lead qualification', + }, + qualifyProcessInstanceEntityType: { + type: 'string', + description: 'Logical table name for the business process flow instance', + }, + closeOpportunityId: { type: 'string', description: 'Opportunity GUID to close' }, + opportunityOutcome: { type: 'string', description: 'Opportunity outcome: won or lost' }, + opportunitySubject: { type: 'string', description: 'Opportunity close subject' }, + opportunityDescription: { type: 'string', description: 'Optional opportunity close notes' }, + opportunityStatusReason: { + type: 'string', + description: 'Custom won or lost status reason integer', + }, + caseId: { type: 'string', description: 'Case GUID to resolve' }, + caseSubject: { type: 'string', description: 'Case resolution subject' }, + caseDescription: { type: 'string', description: 'Optional case resolution notes' }, + caseTimeSpent: { type: 'string', description: 'Whole minutes spent resolving the case' }, + caseStatusReason: { type: 'string', description: 'Custom resolved status reason integer' }, + }, + outputs: { + records: { + type: 'json', + description: 'Current page of CRM or owner records with table-specific dynamic columns', + }, + record: { + type: 'json', + description: 'CRM record with table-specific dynamic columns', + }, + recordId: { type: 'string', description: 'Created, retrieved, updated, or assigned record ID' }, + count: { type: 'number', description: 'Number of records returned in the current page' }, + totalCount: { + type: 'number', + description: 'Provider-reported matching count, which Dataverse may cap', + }, + totalCountLimitExceeded: { + type: 'boolean', + description: 'Whether Dataverse capped the provider-reported matching count', + }, + nextLink: { type: 'string', description: 'Opaque provider URL for the next records page' }, + nextPageSize: { + type: 'number', + description: 'Page size that must accompany the next records page URL', + }, + results: { + type: 'json', + description: 'Current page of Dataverse Search results with table-specific attributes', + }, + facets: { type: 'json', description: 'Dataverse Search facet results when requested' }, + createdEntities: { + type: 'json', + description: 'Entity references returned by the QualifyLead action', + }, + opportunityId: { type: 'string', description: 'Opportunity ID supplied to the close action' }, + outcome: { type: 'string', description: 'Opportunity close outcome: won or lost' }, + caseId: { type: 'string', description: 'Case ID supplied to the close action' }, + success: { type: 'boolean', description: 'Whether the selected operation succeeded' }, + }, +} + +export const MicrosoftDynamics365BlockMeta = { + tags: ['microsoft-365', 'sales-engagement', 'customer-support', 'cloud'], + url: 'https://www.microsoft.com/dynamics-365', + templates: [ + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics lead intake', + prompt: + 'Build a workflow that receives a new prospect, searches Microsoft Dynamics 365 CRM for a matching lead, creates the lead when no match exists, and notifies the sales team in Microsoft Teams.', + modules: ['agent', 'workflows'], + category: 'sales', + tags: ['crm', 'lead-management', 'automation'], + alsoIntegrations: ['microsoft_teams'], + featured: true, + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics lead qualification', + prompt: + 'Create a workflow that retrieves a Dynamics 365 lead after a qualification decision, qualifies it with the requested account, contact, and opportunity choices, and sends the resulting entity references to Microsoft Teams.', + modules: ['agent', 'workflows'], + category: 'sales', + tags: ['crm', 'lead-management', 'sales'], + alsoIntegrations: ['microsoft_teams'], + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics customer sync', + prompt: + 'Build a scheduled workflow that lists Dynamics 365 accounts and contacts, normalizes the current page into a Sim table, and updates matching CRM records when approved source data changes.', + modules: ['scheduled', 'tables', 'agent', 'workflows'], + category: 'operations', + tags: ['crm', 'sync', 'data-quality'], + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics pipeline review', + prompt: + 'Create a scheduled workflow that lists open Dynamics 365 opportunities with an OData filter, summarizes the current page by owner and expected close date, and posts the review to Slack.', + modules: ['scheduled', 'agent', 'workflows'], + category: 'sales', + tags: ['crm', 'pipeline', 'reporting'], + alsoIntegrations: ['slack'], + featured: true, + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics stale deal follow-up', + prompt: + 'Build a scheduled workflow that lists Dynamics 365 opportunities with old activity dates, retrieves customer context, drafts follow-up messages in Outlook, and updates the reviewed opportunities with your organization’s approved fields.', + modules: ['scheduled', 'agent', 'workflows'], + category: 'sales', + tags: ['crm', 'pipeline', 'follow-up'], + alsoIntegrations: ['outlook'], + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics closed-deal handoff', + prompt: + 'Create a workflow that closes an approved Dynamics 365 opportunity as won or lost, retrieves the related CRM context, and posts a handoff summary to Microsoft Teams.', + modules: ['agent', 'workflows'], + category: 'sales', + tags: ['crm', 'handoff', 'sales'], + alsoIntegrations: ['microsoft_teams'], + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics case routing', + prompt: + 'Build a workflow that searches Dynamics 365 for customer and case context, lists candidate users or owner-capable teams, assigns the case to the selected owner, and notifies the support channel in Microsoft Teams.', + modules: ['agent', 'workflows'], + category: 'support', + tags: ['crm', 'case-management', 'routing'], + alsoIntegrations: ['microsoft_teams'], + featured: true, + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics case resolution', + prompt: + 'Create a workflow that retrieves an approved Dynamics 365 case, records the resolution subject, notes, and time spent, resolves the case, and sends the customer a follow-up through Outlook.', + modules: ['agent', 'workflows'], + category: 'support', + tags: ['crm', 'case-management', 'customer-support'], + alsoIntegrations: ['outlook'], + }, + ], + skills: [ + { + name: 'find-customer-context', + description: + 'Find an account, contact, lead, opportunity, or case and retrieve its current CRM details.', + content: + '# Find Customer Context\n\nUse this skill when a request names a customer, prospect, deal, or support issue but does not yet provide a Dynamics 365 record ID.\n\n## Steps\n1. Choose the most likely standard CRM record type.\n2. Use Search Records with a focused search term; Dataverse Search must be enabled.\n3. If search is unavailable, use List Records with a narrow OData filter.\n4. Use Get Record with the selected ID and request only the columns and relationships needed.\n5. If multiple records remain plausible, present them for user selection rather than guessing.\n\n## Output\nThe selected record ID, record type, and relevant current fields.', + }, + { + name: 'maintain-customer-record', + description: + 'Create or update a standard Dynamics 365 CRM record while preserving organization-specific fields.', + content: + '# Maintain Customer Record\n\nUse this skill to add or change an account, contact, lead, opportunity, or case.\n\n## Steps\n1. Identify the standard CRM record type and the logical column names required by the environment.\n2. Search or list records first when duplicate creation is possible.\n3. Use Create Record with a JSON object for a new row, or Get Record followed by Update Record for an existing row.\n4. Send only fields the user intends to change; do not infer custom choice values, lookups, or required fields.\n5. Return the affected record ID and any provider error that requires an administrator or different security role.\n\n## Output\nThe affected record ID and a concise summary of the submitted fields.', + }, + { + name: 'route-crm-record', + description: + 'List candidate Dynamics 365 owners and assign a CRM record to a user or owner-capable team.', + content: + '# Route CRM Record\n\nUse this skill when an account, contact, lead, opportunity, or case must be handed to a Dynamics 365 user or team.\n\n## Steps\n1. Identify the target record type and record ID.\n2. Use List Owners for active users or owner-capable teams and keep the result to one bounded page. Treat these as candidates because Dataverse still enforces security roles and table privileges.\n3. Ask the user to choose when more than one owner is plausible.\n4. Use Assign Record with the chosen owner type and GUID.\n5. Surface permission errors; assignment requires the appropriate Dataverse privileges.\n\n## Output\nThe assigned record ID, owner type, and selected owner ID.', + }, + { + name: 'qualify-sales-lead', + description: + 'Qualify an approved Dynamics 365 lead and control which account, contact, and opportunity records are created.', + content: + '# Qualify Sales Lead\n\nUse this skill only after the user or an approved workflow step has decided that a lead is qualified.\n\n## Steps\n1. Retrieve the lead and confirm the intended record ID.\n2. Confirm whether qualification should create an account, contact, and opportunity; never assume all three.\n3. When creating an opportunity, include customer or currency references only when their GUIDs and concrete types are known.\n4. Use Qualify Lead once. Do not automatically retry this mutation.\n5. Return the entity references that Dynamics 365 actually reports, without inventing missing record IDs.\n\n## Output\nThe provider-returned created entity references and qualification success.', + }, + { + name: 'review-sales-pipeline', + description: + 'Review a bounded page of Dynamics 365 opportunities and identify deals needing attention.', + content: + '# Review Sales Pipeline\n\nUse this skill for periodic pipeline reviews or focused opportunity analysis.\n\n## Steps\n1. Use List Records for opportunities with explicit selected columns, an OData filter, ordering, and a maximum page size of 100 results.\n2. Treat a returned next-page link as evidence that the review is incomplete; do not claim full-pipeline coverage.\n3. If totalCountLimitExceeded is true, describe the reported count as capped rather than exact.\n4. Retrieve individual opportunities only when more context is needed.\n5. Group the returned page by owner, stage, expected close date, or another field explicitly present in the records.\n6. Distinguish provider data from recommendations.\n\n## Output\nA current-page pipeline summary, flagged opportunities, and whether additional pages or a capped count exist.', + }, + { + name: 'close-sales-opportunity', + description: + 'Close an approved Dynamics 365 opportunity as won or lost with an explicit outcome summary.', + content: + '# Close Sales Opportunity\n\nUse this skill only after the user or an authorized workflow step has approved the final outcome.\n\n## Steps\n1. Retrieve the opportunity and confirm its record ID and intended outcome.\n2. Optionally gather a close subject and notes.\n3. Use Close Opportunity with won or lost; supply a custom status-reason integer only when the environment defines it.\n4. Do not retry the close action automatically.\n5. Report the supplied opportunity ID and outcome without claiming a response status Dynamics 365 did not return.\n\n## Output\nThe closed opportunity ID, chosen outcome, and action success.', + }, + { + name: 'resolve-customer-case', + description: + 'Resolve an approved Dynamics 365 case with documented resolution details and time spent.', + content: + '# Resolve Customer Case\n\nUse this skill after support work is complete and resolution has been approved.\n\n## Steps\n1. Retrieve the case and confirm it is the intended active case.\n2. Gather a concise resolution subject, optional notes, and optional nonnegative whole minutes spent.\n3. Use Close Case once; use a custom status-reason integer only when the environment defines it.\n4. Do not automatically retry the resolution mutation.\n5. Surface security-role, privilege, plugin, or status-reason errors without rewriting them as success.\n\n## Output\nThe resolved case ID and action success.', + }, + ], +} as const satisfies BlockMeta diff --git a/apps/sim/blocks/registry-maps.ts b/apps/sim/blocks/registry-maps.ts index 733cf047f69..7fbdb785bbf 100644 --- a/apps/sim/blocks/registry-maps.ts +++ b/apps/sim/blocks/registry-maps.ts @@ -201,6 +201,10 @@ import { MicrosoftDataverseBlock, MicrosoftDataverseBlockMeta, } from '@/blocks/blocks/microsoft_dataverse' +import { + MicrosoftDynamics365Block, + MicrosoftDynamics365BlockMeta, +} from '@/blocks/blocks/microsoft_dynamics_365' import { MicrosoftExcelBlock, MicrosoftExcelBlockMeta, @@ -539,6 +543,7 @@ export const BLOCK_REGISTRY: Record = { memory: MemoryBlock, microsoft_ad: MicrosoftAdBlock, microsoft_dataverse: MicrosoftDataverseBlock, + microsoft_dynamics_365: MicrosoftDynamics365Block, microsoft_excel: MicrosoftExcelBlock, microsoft_excel_v2: MicrosoftExcelV2Block, microsoft_planner: MicrosoftPlannerBlock, @@ -847,6 +852,7 @@ export const BLOCK_META_REGISTRY: Record = { mem0: Mem0BlockMeta, microsoft_ad: MicrosoftAdBlockMeta, microsoft_dataverse: MicrosoftDataverseBlockMeta, + microsoft_dynamics_365: MicrosoftDynamics365BlockMeta, microsoft_excel: MicrosoftExcelBlockMeta, microsoft_excel_v2: MicrosoftExcelV2BlockMeta, microsoft_planner: MicrosoftPlannerBlockMeta, diff --git a/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts new file mode 100644 index 00000000000..10468447203 --- /dev/null +++ b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts @@ -0,0 +1,171 @@ +/** + * @vitest-environment jsdom + */ +import { act, createElement, type ReactNode } from 'react' +import { QueryClient, QueryClientProvider } from '@tanstack/react-query' +import { createRoot, type Root } from 'react-dom/client' +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const { mockBeginOAuthConnect, mockLink } = vi.hoisted(() => ({ + mockBeginOAuthConnect: vi.fn(), + mockLink: vi.fn(), +})) + +vi.mock('@/lib/auth/auth-client', () => ({ + client: { oauth2: { link: mockLink } }, +})) + +vi.mock('@/lib/desktop', () => ({ + getDesktopBridge: () => + mockBeginOAuthConnect.mock.calls.length >= 0 && + mockBeginOAuthConnect.getMockName() === 'desktop' + ? { beginOAuthConnect: mockBeginOAuthConnect } + : null, +})) + +import { getMicrosoftDataverseRequiredScope } from '@/lib/oauth/microsoft-dataverse' +import { + assertMicrosoftDataverseWebOAuthAvailable, + buildMicrosoftDataverseOAuthLinkRequest, + useConnectMicrosoftDataverseOAuthService, + useMicrosoftDataverseCredentialBinding, +} from '@/hooks/queries/oauth/microsoft-dataverse-connections' + +function renderHookWithClient(useHook: () => T): { + queryClient: QueryClient + result: () => T + unmount: () => void +} { + ;(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true + const queryClient = new QueryClient({ + defaultOptions: { mutations: { retry: false }, queries: { retry: false } }, + }) + const container = document.createElement('div') + const root: Root = createRoot(container) + let latest: T + + function Probe() { + latest = useHook() + return null + } + + act(() => { + root.render( + createElement(QueryClientProvider, { client: queryClient }, createElement(Probe) as ReactNode) + ) + }) + + return { + queryClient, + result: () => latest, + unmount: () => act(() => root.unmount()), + } +} + +describe('Microsoft Dataverse OAuth connections', () => { + beforeEach(() => { + vi.clearAllMocks() + mockBeginOAuthConnect.mockName('web') + mockLink.mockResolvedValue({ data: {}, error: null }) + }) + + it('builds the exact environment-bound Better Auth link request', () => { + const request = buildMicrosoftDataverseOAuthLinkRequest({ + callbackURL: 'https://sim.test/workflow?existing=1', + environmentUrl: ' https://contoso.crm4.dynamics.com/ ', + }) + + expect(request.providerId).toBe('microsoft-dataverse') + expect(request.scopes).toEqual([ + 'openid', + 'profile', + 'email', + 'https://contoso.api.crm4.dynamics.com/.default', + 'offline_access', + ]) + expect(new URL(request.callbackURL).searchParams.get('__sim_dataverse_environment')).toBe( + 'https://contoso.api.crm4.dynamics.com' + ) + }) + + it('links in the web app and invalidates the shared connection cache', async () => { + const hook = renderHookWithClient(useConnectMicrosoftDataverseOAuthService) + const invalidate = vi.spyOn(hook.queryClient, 'invalidateQueries') + + await act(async () => { + await hook.result().mutateAsync({ + callbackURL: 'https://sim.test/workflow', + environmentUrl: 'https://contoso.crm.dynamics.com', + }) + }) + + expect(mockLink).toHaveBeenCalledWith({ + providerId: 'microsoft-dataverse', + callbackURL: + 'https://sim.test/workflow?__sim_dataverse_environment=https%3A%2F%2Fcontoso.api.crm.dynamics.com', + scopes: [ + 'openid', + 'profile', + 'email', + 'https://contoso.api.crm.dynamics.com/.default', + 'offline_access', + ], + }) + expect(invalidate).toHaveBeenCalledWith({ queryKey: ['oauthConnections', 'connections'] }) + hook.unmount() + }) + + it('rejects invalid environments and desktop initiation before linking', async () => { + const webHook = renderHookWithClient(useConnectMicrosoftDataverseOAuthService) + await expect( + webHook.result().mutateAsync({ + callbackURL: 'https://sim.test/workflow', + environmentUrl: 'https://evil.example', + }) + ).rejects.toThrow('supported public-cloud Microsoft Dynamics host') + webHook.unmount() + + mockBeginOAuthConnect.mockName('desktop') + expect(() => assertMicrosoftDataverseWebOAuthAvailable()).toThrow('Sim web app') + const desktopHook = renderHookWithClient(useConnectMicrosoftDataverseOAuthService) + await expect( + desktopHook.result().mutateAsync({ + callbackURL: 'https://sim.test/workflow', + environmentUrl: 'https://contoso.crm.dynamics.com', + }) + ).rejects.toThrow('Sim web app') + expect(mockLink).not.toHaveBeenCalled() + desktopHook.unmount() + }) + + it.each([ + ['not-dataverse', 'salesforce', [], false], + ['legacy', 'microsoft-dataverse', ['https://dynamics.microsoft.com/user_impersonation'], false], + [ + 'bound', + 'microsoft-dataverse', + [getMicrosoftDataverseRequiredScope('https://contoso.crm.dynamics.com')], + false, + ], + [ + 'invalid', + 'microsoft-dataverse', + [ + getMicrosoftDataverseRequiredScope('https://contoso.crm.dynamics.com'), + getMicrosoftDataverseRequiredScope('https://other.crm.dynamics.com'), + ], + false, + ], + ['loading', 'microsoft-dataverse', [], true], + ])('classifies a stored credential as %s', (state, providerId, scopes, isPending) => { + const hook = renderHookWithClient(() => + useMicrosoftDataverseCredentialBinding({ providerId, scopes, isPending }) + ) + + expect(hook.result().state).toBe(state) + if (state === 'bound') { + expect(hook.result().environmentUrl).toBe('https://contoso.api.crm.dynamics.com') + } + hook.unmount() + }) +}) diff --git a/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.ts b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.ts new file mode 100644 index 00000000000..c0409302de8 --- /dev/null +++ b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.ts @@ -0,0 +1,118 @@ +import { createLogger } from '@sim/logger' +import { useMutation, useQueryClient } from '@tanstack/react-query' +import { client } from '@/lib/auth/auth-client' +import { getDesktopBridge } from '@/lib/desktop' +import { + bindMicrosoftDataverseEnvironmentToOAuthCallback, + extractMicrosoftDataverseEnvironmentUrl, + getMicrosoftDataverseOAuthScopes, + MICROSOFT_DATAVERSE_PROVIDER_ID, + normalizeMicrosoftDataverseEnvironmentUrl, +} from '@/lib/oauth/microsoft-dataverse' +import { oauthConnectionsKeys } from '@/hooks/queries/oauth/oauth-connections' + +const logger = createLogger('MicrosoftDataverseOAuthConnections') + +interface ConnectMicrosoftDataverseOAuthParams { + callbackURL: string + environmentUrl: string +} + +interface MicrosoftDataverseOAuthLinkRequest { + providerId: typeof MICROSOFT_DATAVERSE_PROVIDER_ID + callbackURL: string + scopes: string[] +} + +export function buildMicrosoftDataverseOAuthLinkRequest({ + callbackURL, + environmentUrl, +}: ConnectMicrosoftDataverseOAuthParams): MicrosoftDataverseOAuthLinkRequest { + const environment = normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl) + return { + providerId: MICROSOFT_DATAVERSE_PROVIDER_ID, + callbackURL: bindMicrosoftDataverseEnvironmentToOAuthCallback(callbackURL, environment), + scopes: getMicrosoftDataverseOAuthScopes(environment), + } +} + +/** Fails before a credential draft is created when this web-only flow cannot start. */ +export function assertMicrosoftDataverseWebOAuthAvailable(): void { + if (getDesktopBridge()?.beginOAuthConnect) { + throw new Error('Microsoft Dataverse connections must currently be created in the Sim web app.') + } +} + +/** Starts the environment-bound Dataverse OAuth flow without changing the generic OAuth hook. */ +export function useConnectMicrosoftDataverseOAuthService() { + const queryClient = useQueryClient() + + return useMutation({ + mutationFn: async (params: ConnectMicrosoftDataverseOAuthParams) => { + assertMicrosoftDataverseWebOAuthAvailable() + const request = buildMicrosoftDataverseOAuthLinkRequest(params) + + await client.oauth2.link(request) + return { success: true } + }, + onError: (error) => { + logger.error('Microsoft Dataverse OAuth connection error:', error) + }, + onSettled: () => { + queryClient.invalidateQueries({ queryKey: oauthConnectionsKeys.connections() }) + }, + }) +} + +export type MicrosoftDataverseCredentialBindingState = + | 'not-dataverse' + | 'loading' + | 'legacy' + | 'bound' + | 'invalid' + +interface UseMicrosoftDataverseCredentialBindingProps { + isPending?: boolean + providerId?: string + scopes?: string[] +} + +export function useMicrosoftDataverseCredentialBinding({ + isPending = false, + providerId, + scopes, +}: UseMicrosoftDataverseCredentialBindingProps) { + const applies = providerId === MICROSOFT_DATAVERSE_PROVIDER_ID + + const binding = (() => { + if (!applies) { + return { + state: 'not-dataverse' as const, + environmentUrl: undefined, + } + } + if (isPending) { + return { + state: 'loading' as const, + environmentUrl: undefined, + } + } + try { + const environmentUrl = extractMicrosoftDataverseEnvironmentUrl(scopes) + return environmentUrl + ? { state: 'bound' as const, environmentUrl } + : { state: 'legacy' as const, environmentUrl: undefined } + } catch { + return { + state: 'invalid' as const, + environmentUrl: undefined, + } + } + })() + + return { + ...binding, + applies, + isPending: binding.state === 'loading', + } +} diff --git a/apps/sim/hooks/use-oauth-return.ts b/apps/sim/hooks/use-oauth-return.ts index 5b2092c44cb..2e5d467df93 100644 --- a/apps/sim/hooks/use-oauth-return.ts +++ b/apps/sim/hooks/use-oauth-return.ts @@ -23,6 +23,7 @@ import { setOAuthChatAttemptStatus, } from '@/lib/credentials/oauth-chat-attempt' import { getDesktopBridge } from '@/lib/desktop' +import { stripMicrosoftDataverseEnvironmentFromOAuthCallback } from '@/lib/oauth/microsoft-dataverse' import { oauthConnectionsKeys } from '@/hooks/queries/oauth/oauth-connections' import { workspaceCredentialKeys } from '@/hooks/queries/utils/credential-keys' @@ -67,6 +68,15 @@ function clearOAuthChatAttemptParam(): void { window.history.replaceState(window.history.state, '', `${url.pathname}${url.search}${url.hash}`) } +function clearDataverseOAuthEnvironmentParam(): void { + const current = window.location.href + const cleaned = stripMicrosoftDataverseEnvironmentFromOAuthCallback(current) + if (cleaned !== current) { + const url = new URL(cleaned) + window.history.replaceState(window.history.state, '', `${url.pathname}${url.search}${url.hash}`) + } +} + const VERIFY_ATTEMPT_TRIES = 4 const VERIFY_BACKOFF_BASE_MS = 400 @@ -138,6 +148,7 @@ export function useOAuthReturnRouter() { const chatAttemptHandledRef = useRef(false) useEffect(() => { + clearDataverseOAuthEnvironmentParam() let isChatAttemptReturn = false if (!chatAttemptHandledRef.current) { const attemptId = new URL(window.location.href).searchParams.get(OAUTH_CHAT_ATTEMPT_PARAM) @@ -204,6 +215,7 @@ export function useOAuthReturnRouter() { */ export function useOAuthReturnForWorkflow(workflowId: string) { useEffect(() => { + clearDataverseOAuthEnvironmentParam() const ctx = readOAuthReturnContext() if (!ctx || ctx.origin !== 'workflow') return if (ctx.workflowId !== workflowId) return @@ -224,6 +236,7 @@ export function useOAuthReturnForWorkflow(workflowId: string) { */ export function useOAuthReturnForKBConnectors(knowledgeBaseId: string) { useEffect(() => { + clearDataverseOAuthEnvironmentParam() const ctx = readOAuthReturnContext() if (!ctx || ctx.origin !== 'kb-connectors') return if (ctx.knowledgeBaseId !== knowledgeBaseId) return diff --git a/apps/sim/lib/auth/auth.ts b/apps/sim/lib/auth/auth.ts index cdcbcd32903..b4e92492c41 100644 --- a/apps/sim/lib/auth/auth.ts +++ b/apps/sim/lib/auth/auth.ts @@ -4,7 +4,7 @@ import { stripe } from '@better-auth/stripe' import { db } from '@sim/db' import * as schema from '@sim/db/schema' import { createLogger } from '@sim/logger' -import { toError } from '@sim/utils/errors' +import { getErrorMessage, toError } from '@sim/utils/errors' import { type BetterAuthOptions, betterAuth, type User } from 'better-auth' import { drizzleAdapter } from 'better-auth/adapters/drizzle' import { APIError, createAuthMiddleware, getSessionFromCtx } from 'better-auth/api' @@ -108,6 +108,10 @@ import { isMicrosoftProvider, mapMicrosoftProfileToUser, } from '@/lib/oauth/microsoft' +import { + assertMicrosoftDataverseOAuthLinkRequest, + MICROSOFT_DATAVERSE_PROVIDER_ID, +} from '@/lib/oauth/microsoft-dataverse' import { isSalesforceLoginOrigin, isSalesforceOAuthProviderId, @@ -940,6 +944,20 @@ export const auth = betterAuth({ } } + if (ctx.path === '/oauth2/link' && ctx.body?.providerId === MICROSOFT_DATAVERSE_PROVIDER_ID) { + try { + assertMicrosoftDataverseOAuthLinkRequest( + ctx.body.callbackURL, + ctx.body.scopes, + getCanonicalScopesForProvider(MICROSOFT_DATAVERSE_PROVIDER_ID) + ) + } catch (error) { + throw new APIError('BAD_REQUEST', { + message: getErrorMessage(error, 'Invalid Dataverse OAuth request'), + }) + } + } + if (ctx.path.startsWith('/sign-up') && isRegistrationDisabled) throw new APIError('FORBIDDEN', { message: 'Registration is disabled, please contact your admin.', diff --git a/apps/sim/lib/auth/connectors/providers.ts b/apps/sim/lib/auth/connectors/providers.ts index 041b0c35ec8..cf2ae3ea26f 100644 --- a/apps/sim/lib/auth/connectors/providers.ts +++ b/apps/sim/lib/auth/connectors/providers.ts @@ -4,6 +4,7 @@ import { createLogger } from '@sim/logger' import { toError } from '@sim/utils/errors' import { generateId } from '@sim/utils/id' import { isRecordLike } from '@sim/utils/object' +import { getOAuthState } from 'better-auth/api' import type { GenericOAuthConfig } from 'better-auth/plugins' import { syntheticConnectorEmail } from '@/lib/auth/connector-email' import { env } from '@/lib/core/config/env' @@ -14,6 +15,12 @@ import { } from '@/lib/core/utils/stream-limits' import { getBaseUrl } from '@/lib/core/utils/urls' import { getMicrosoftUserInfoFromIdToken } from '@/lib/oauth/microsoft' +import { + assertMicrosoftDataverseLegacyOAuthCallbackScopes, + bindMicrosoftDataverseEnvironmentToUserInfo, + getBoundMicrosoftDataverseEnvironment, + resolveMicrosoftDataverseOAuthCallbackScopes, +} from '@/lib/oauth/microsoft-dataverse' import { SALESFORCE_LOGIN_HOSTS } from '@/lib/oauth/salesforce' import { getCanonicalScopesForProvider } from '@/lib/oauth/utils' import { deriveZohoDeskBaseFromApiDomain } from '@/tools/zoho_desk/host-allowlist' @@ -725,7 +732,23 @@ export function buildConnectorProviders(): GenericOAuthConfig[] { pkce: true, redirectURI: `${getBaseUrl()}/api/auth/oauth2/callback/microsoft-dataverse`, getUserInfo: async (tokens) => { - return getMicrosoftUserInfoFromIdToken(tokens, 'microsoft-dataverse') + const oauthState = await getOAuthState() + const environmentUrl = getBoundMicrosoftDataverseEnvironment(oauthState?.callbackURL) + if (!environmentUrl) { + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + tokens.scopes, + getCanonicalScopesForProvider('microsoft-dataverse') + ) + return getMicrosoftUserInfoFromIdToken(tokens, 'microsoft-dataverse') + } + tokens.scopes = resolveMicrosoftDataverseOAuthCallbackScopes( + oauthState?.callbackURL, + tokens.scopes + ) + return bindMicrosoftDataverseEnvironmentToUserInfo( + getMicrosoftUserInfoFromIdToken(tokens, 'microsoft-dataverse'), + tokens.scopes + ) }, }, { diff --git a/apps/sim/lib/integrations/icon-mapping.ts b/apps/sim/lib/integrations/icon-mapping.ts index 5332c38e5c4..838f52b945e 100644 --- a/apps/sim/lib/integrations/icon-mapping.ts +++ b/apps/sim/lib/integrations/icon-mapping.ts @@ -416,6 +416,7 @@ export const blockTypeToIconMap: Record = { memory: BrainIcon, microsoft_ad: AzureIcon, microsoft_dataverse: MicrosoftDataverseIcon, + microsoft_dynamics_365: MicrosoftDataverseIcon, microsoft_excel_v2: MicrosoftExcelIcon, microsoft_planner: MicrosoftPlannerIcon, microsoft_teams: MicrosoftTeamsIcon, diff --git a/apps/sim/lib/integrations/integrations.json b/apps/sim/lib/integrations/integrations.json index 9068d056e2b..16332d6e678 100644 --- a/apps/sim/lib/integrations/integrations.json +++ b/apps/sim/lib/integrations/integrations.json @@ -12863,6 +12863,66 @@ "integrationType": "databases", "tags": ["microsoft-365", "data-warehouse", "cloud"] }, + { + "type": "microsoft_dynamics_365", + "slug": "microsoft-dynamics-365-crm", + "name": "Microsoft Dynamics 365 CRM", + "description": "Manage customers, sales pipelines, and support cases in Dynamics 365 CRM", + "longDescription": "Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges.", + "bgColor": "#FFFFFF", + "iconName": "MicrosoftDataverseIcon", + "docsUrl": "https://docs.sim.ai/integrations/microsoft_dynamics_365", + "operations": [ + { + "name": "List Records", + "description": "Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination." + }, + { + "name": "Get Record", + "description": "Retrieve a single record from a Microsoft Dataverse table by its ID. Supports $select and $expand OData query options." + }, + { + "name": "Create Record", + "description": "Create a new record in a Microsoft Dataverse table. Requires the entity set name (plural table name) and record data as a JSON object." + }, + { + "name": "Update Record", + "description": "Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change." + }, + { + "name": "Search Records", + "description": "Perform a full-text relevance search across Microsoft Dataverse tables. Requires Dataverse Search to be enabled on the environment. Supports simple and Lucene query syntax." + }, + { + "name": "List Owners", + "description": "Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination." + }, + { + "name": "Assign Record", + "description": "Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change." + }, + { + "name": "Qualify Lead", + "description": "Qualify a Dynamics 365 Sales lead and optionally create linked account, contact, and opportunity records." + }, + { + "name": "Close Opportunity", + "description": "Close a Dynamics 365 Sales opportunity as won or lost." + }, + { + "name": "Close Case", + "description": "Resolve and close a Dynamics 365 Customer Service case." + } + ], + "operationCount": 10, + "triggers": [], + "triggerCount": 0, + "authType": "oauth", + "oauthServiceId": "microsoft-dataverse", + "category": "tools", + "integrationType": "sales", + "tags": ["microsoft-365", "sales-engagement", "customer-support", "cloud"] + }, { "type": "microsoft_excel_v2", "slug": "microsoft-excel", diff --git a/apps/sim/lib/oauth/microsoft-dataverse.test.ts b/apps/sim/lib/oauth/microsoft-dataverse.test.ts new file mode 100644 index 00000000000..4256669899b --- /dev/null +++ b/apps/sim/lib/oauth/microsoft-dataverse.test.ts @@ -0,0 +1,342 @@ +/** + * @vitest-environment node + */ +import { describe, expect, it } from 'vitest' +import { + assertMicrosoftDataverseLegacyOAuthCallbackScopes, + assertMicrosoftDataverseOAuthLinkRequest, + bindMicrosoftDataverseEnvironmentToOAuthCallback, + bindMicrosoftDataverseEnvironmentToUserInfo, + classifyMicrosoftDataverseCredentialEnvironment, + extractMicrosoftDataverseEnvironmentUrl, + getBoundMicrosoftDataverseEnvironment, + getMicrosoftDataverseOAuthScopes, + getMicrosoftDataverseRequiredScope, + normalizeMicrosoftDataverseEnvironmentUrl, + resolveMicrosoftDataverseOAuthCallbackScopes, + stripMicrosoftDataverseEnvironmentFromOAuthCallback, +} from '@/lib/oauth/microsoft-dataverse' + +const UUID_SUFFIX_RE = /-[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i +const LEGACY_DATAVERSE_SCOPES = [ + 'openid', + 'profile', + 'email', + 'https://dynamics.microsoft.com/user_impersonation', + 'offline_access', +] + +function userInfoFor(oid: string) { + return { + id: `${oid}-3b6b26c5-465a-4f79-b9b4-e06f87684429`, + name: 'Test User', + email: 'user@example.com', + } +} + +describe('Microsoft Dataverse OAuth environment binding', () => { + it.each([ + ['https://contoso.crm.dynamics.com', 'https://contoso.api.crm.dynamics.com'], + [' https://contoso.crm4.dynamics.com/ ', 'https://contoso.api.crm4.dynamics.com'], + ['https://contoso.api.crm12.dynamics.com', 'https://contoso.api.crm12.dynamics.com'], + ])('normalizes a documented public-cloud environment root', (input, expected) => { + expect(normalizeMicrosoftDataverseEnvironmentUrl(input)).toBe(expected) + }) + + it.each([ + 'http://contoso.crm.dynamics.com', + 'https://user@contoso.crm.dynamics.com', + 'https://contoso.crm.dynamics.com:444', + 'https://contoso.crm.dynamics.com/api/data/v9.2', + 'https://contoso.crm.dynamics.com?x=1', + 'https://contoso.crm.dynamics.com#fragment', + 'https://contoso.crm.dynamics.com.evil.test', + 'https://disco.crm.dynamics.com', + 'https://globaldisco.crm.dynamics.com', + 'https://contoso.crm.microsoftdynamics.us', + 'https://contoso.crm.dynamics.cn', + ])('rejects an untrusted or unsupported environment root: %s', (input) => { + expect(() => normalizeMicrosoftDataverseEnvironmentUrl(input)).toThrow() + }) + + it('builds the exact environment-specific delegated grant', () => { + expect(getMicrosoftDataverseOAuthScopes('https://contoso.crm4.dynamics.com/')).toEqual([ + 'openid', + 'profile', + 'email', + 'https://contoso.api.crm4.dynamics.com/.default', + 'offline_access', + ]) + }) + + it('round-trips the flow-bound environment through absolute and relative callback URLs', () => { + const absolute = bindMicrosoftDataverseEnvironmentToOAuthCallback( + 'https://sim.test/workspace?existing=1', + 'https://contoso.crm4.dynamics.com/' + ) + const relative = bindMicrosoftDataverseEnvironmentToOAuthCallback( + '/desktop/connect/complete?state=opaque', + 'https://contoso.crm4.dynamics.com' + ) + + expect(new URL(absolute).searchParams.get('__sim_dataverse_environment')).toBe( + 'https://contoso.api.crm4.dynamics.com' + ) + expect( + new URL(relative, 'https://sim.test').searchParams.get('__sim_dataverse_environment') + ).toBe('https://contoso.api.crm4.dynamics.com') + expect(stripMicrosoftDataverseEnvironmentFromOAuthCallback(absolute)).toBe( + 'https://sim.test/workspace?existing=1' + ) + expect( + getBoundMicrosoftDataverseEnvironment('https://sim.test/workspace?existing=1') + ).toBeUndefined() + }) + + it('rejects a direct link request whose grant differs from its signed callback binding', () => { + const callbackURL = bindMicrosoftDataverseEnvironmentToOAuthCallback( + 'https://sim.test/workspace', + 'https://dev.crm.dynamics.com' + ) + const scopes = getMicrosoftDataverseOAuthScopes('https://dev.crm.dynamics.com') + + expect(() => + assertMicrosoftDataverseOAuthLinkRequest(callbackURL, scopes, LEGACY_DATAVERSE_SCOPES) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + callbackURL, + getMicrosoftDataverseOAuthScopes('https://prod.crm.dynamics.com'), + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('do not match') + expect(() => + assertMicrosoftDataverseOAuthLinkRequest(callbackURL, ['openid'], LEGACY_DATAVERSE_SCOPES) + ).toThrow('do not match') + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + callbackURL, + [...scopes, 'openid'], + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('do not match') + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + 'https://sim.test/workspace', + undefined, + LEGACY_DATAVERSE_SCOPES + ) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + 'https://sim.test/workspace', + LEGACY_DATAVERSE_SCOPES, + LEGACY_DATAVERSE_SCOPES + ) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + 'https://sim.test/workspace', + getMicrosoftDataverseOAuthScopes('https://dev.crm.dynamics.com'), + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('legacy scopes') + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + 'https://sim.test/workspace', + ['openid', 'https://attacker.example/.default'], + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('legacy scopes') + }) + + it('uses the signed requested grant only when the token response omits scope', () => { + const callbackURL = bindMicrosoftDataverseEnvironmentToOAuthCallback( + 'https://sim.test/workspace', + 'https://dev.crm.dynamics.com' + ) + + const expected = [ + ...getMicrosoftDataverseOAuthScopes('https://dev.crm.dynamics.com'), + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + ] + expect(resolveMicrosoftDataverseOAuthCallbackScopes(callbackURL, [])).toEqual(expected) + expect(resolveMicrosoftDataverseOAuthCallbackScopes(callbackURL, undefined)).toEqual(expected) + }) + + it('allows legacy callback scopes but rejects an unbound resource audience', () => { + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes(undefined, LEGACY_DATAVERSE_SCOPES) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + LEGACY_DATAVERSE_SCOPES, + LEGACY_DATAVERSE_SCOPES + ) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + ['openid', 'user_impersonation', 'offline_access'], + LEGACY_DATAVERSE_SCOPES + ) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + ['openid', 'https://dev.crm.dynamics.com/user_impersonation'], + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('invalid resource scope') + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + ['openid', 'https://attacker.example/.default'], + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('invalid resource scope') + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + [ + 'https://dynamics.microsoft.com/user_impersonation', + 'https://dynamics.microsoft.com/user_impersonation', + ], + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('invalid resource scope') + }) + + it('accepts only a matching returned audience and rejects mismatched or hostile sets', () => { + const callbackURL = bindMicrosoftDataverseEnvironmentToOAuthCallback( + 'https://sim.test/workspace', + 'https://dev.crm.dynamics.com' + ) + const matching = getMicrosoftDataverseOAuthScopes('https://dev.crm.dynamics.com') + + expect(resolveMicrosoftDataverseOAuthCallbackScopes(callbackURL, matching)).toEqual([ + ...matching, + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + ]) + expect( + resolveMicrosoftDataverseOAuthCallbackScopes(callbackURL, [ + 'openid', + 'https://dev.crm.dynamics.com/user_impersonation', + 'offline_access', + ]) + ).toContain(getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com')) + expect(() => + resolveMicrosoftDataverseOAuthCallbackScopes( + callbackURL, + getMicrosoftDataverseOAuthScopes('https://prod.crm.dynamics.com') + ) + ).toThrow('different environment scope') + expect(() => + resolveMicrosoftDataverseOAuthCallbackScopes(callbackURL, [ + ...matching, + 'https://attacker.example/user_impersonation', + ]) + ).toThrow('invalid resource scope') + expect(() => + resolveMicrosoftDataverseOAuthCallbackScopes('https://sim.test/workspace', matching) + ).toThrow('missing its environment binding') + expect(() => + resolveMicrosoftDataverseOAuthCallbackScopes( + `${callbackURL}&__sim_dataverse_environment=https%3A%2F%2Fdev.crm.dynamics.com`, + matching + ) + ).toThrow('duplicate environment bindings') + expect(() => + resolveMicrosoftDataverseOAuthCallbackScopes( + 'https://sim.test/workspace?__sim_dataverse_environment=https%3A%2F%2Fevil.example', + matching + ) + ).toThrow('supported public-cloud Microsoft Dynamics host') + }) + + it('extracts one trusted environment from space-, comma-, or array-delimited scopes', () => { + const marker = getMicrosoftDataverseRequiredScope('https://contoso.crm4.dynamics.com') + expect(extractMicrosoftDataverseEnvironmentUrl(`openid ${marker} offline_access`)).toBe( + 'https://contoso.api.crm4.dynamics.com' + ) + expect(extractMicrosoftDataverseEnvironmentUrl(`openid,${marker},offline_access`)).toBe( + 'https://contoso.api.crm4.dynamics.com' + ) + expect(extractMicrosoftDataverseEnvironmentUrl(['openid', marker])).toBe( + 'https://contoso.api.crm4.dynamics.com' + ) + }) + + it('does not trust the legacy global or a hostile resource scope', () => { + expect( + extractMicrosoftDataverseEnvironmentUrl('https://dynamics.microsoft.com/user_impersonation') + ).toBeUndefined() + expect( + extractMicrosoftDataverseEnvironmentUrl( + 'https://contoso.crm.dynamics.com.evil.test/user_impersonation' + ) + ).toBeUndefined() + }) + + it('rejects a credential carrying more than one environment audience', () => { + expect(() => + extractMicrosoftDataverseEnvironmentUrl([ + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + getMicrosoftDataverseRequiredScope('https://prod.crm.dynamics.com'), + ]) + ).toThrow('multiple environment scopes') + }) + + it('classifies matching, legacy, different, and ambiguous stored grants', () => { + const requested = 'https://dev.crm.dynamics.com' + expect( + classifyMicrosoftDataverseCredentialEnvironment( + [getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com')], + requested + ) + ).toBe('matching') + expect( + classifyMicrosoftDataverseCredentialEnvironment( + ['https://dynamics.microsoft.com/user_impersonation'], + requested + ) + ).toBe('unbound') + expect( + classifyMicrosoftDataverseCredentialEnvironment( + [getMicrosoftDataverseRequiredScope('https://prod.crm.dynamics.com')], + requested + ) + ).toBe('different') + expect( + classifyMicrosoftDataverseCredentialEnvironment( + [ + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + getMicrosoftDataverseRequiredScope('https://prod.crm.dynamics.com'), + ], + requested + ) + ).toBe('invalid') + }) + + it('keeps reconnect identity stable per environment while separating environments', () => { + const dev = bindMicrosoftDataverseEnvironmentToUserInfo(userInfoFor('entra-user-id'), [ + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + ]) + const devReconnect = bindMicrosoftDataverseEnvironmentToUserInfo(userInfoFor('entra-user-id'), [ + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + ]) + const prod = bindMicrosoftDataverseEnvironmentToUserInfo(userInfoFor('entra-user-id'), [ + getMicrosoftDataverseRequiredScope('https://prod.crm.dynamics.com'), + ]) + + expect(dev.id.replace(UUID_SUFFIX_RE, '')).toBe(devReconnect.id.replace(UUID_SUFFIX_RE, '')) + expect(dev.id.replace(UUID_SUFFIX_RE, '')).not.toBe(prod.id.replace(UUID_SUFFIX_RE, '')) + expect(dev.id).toContain(':dev.api.crm.dynamics.com-') + expect(prod.id).toContain(':prod.api.crm.dynamics.com-') + }) + + it('rejects callback tokens without an environment audience', () => { + expect(() => + bindMicrosoftDataverseEnvironmentToUserInfo(userInfoFor('entra-user-id'), [ + 'openid', + 'profile', + ]) + ).toThrow('trusted environment marker') + }) +}) diff --git a/apps/sim/lib/oauth/microsoft-dataverse.ts b/apps/sim/lib/oauth/microsoft-dataverse.ts new file mode 100644 index 00000000000..10f54de918c --- /dev/null +++ b/apps/sim/lib/oauth/microsoft-dataverse.ts @@ -0,0 +1,317 @@ +export const MICROSOFT_DATAVERSE_PROVIDER_ID = 'microsoft-dataverse' + +const DATAVERSE_ORGANIZATION_LABEL = '[a-z0-9](?:[a-z0-9-]{0,61}[a-z0-9])?' +const DATAVERSE_PUBLIC_HOST_PATTERN = new RegExp( + `^(${DATAVERSE_ORGANIZATION_LABEL})(?:\\.api)?\\.(crm\\d*)\\.dynamics\\.com$` +) +const RESERVED_DATAVERSE_ORGANIZATION_LABELS = new Set(['disco', 'globaldisco']) +const DATAVERSE_REQUEST_SCOPE_SUFFIX = '/.default' +const DATAVERSE_RESOURCE_SCOPE_SUFFIX = '/user_impersonation' +const DATAVERSE_INSTANCE_MARKER_PREFIX = '__sim_dataverse_instance__:' +const DATAVERSE_OAUTH_CALLBACK_ENVIRONMENT_PARAM = '__sim_dataverse_environment' +const RELATIVE_CALLBACK_BASE = 'https://sim.invalid' +const UUID_SUFFIX_RE = /-[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i + +/** + * Validates and canonicalizes a public-cloud Dataverse environment root. The current Microsoft + * provider uses the global Entra authority; national clouds require separate authorities and app + * registrations, so their hosts must not share this credential. + */ +export function normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl: unknown): string { + if (typeof environmentUrl !== 'string' || environmentUrl.trim().length === 0) { + throw new Error('Dataverse environment URL must be a non-empty HTTPS URL') + } + + let url: URL + try { + url = new URL(environmentUrl.trim()) + } catch { + throw new Error('Dataverse environment URL must be a valid HTTPS URL') + } + + const hostMatch = url.hostname.match(DATAVERSE_PUBLIC_HOST_PATTERN) + const organizationLabel = hostMatch?.[1] + const regionLabel = hostMatch?.[2] + const hasTrustedHost = + organizationLabel !== undefined && + regionLabel !== undefined && + !RESERVED_DATAVERSE_ORGANIZATION_LABELS.has(organizationLabel) + + if ( + url.protocol !== 'https:' || + url.username !== '' || + url.password !== '' || + url.port !== '' || + (url.pathname !== '' && url.pathname !== '/') || + url.search !== '' || + url.hash !== '' || + !hasTrustedHost + ) { + throw new Error( + 'Dataverse environment URL must be an HTTPS root URL on a supported public-cloud Microsoft Dynamics host' + ) + } + + return `https://${organizationLabel}.api.${regionLabel}.dynamics.com` +} + +/** Builds the exact delegated OAuth grant Microsoft documents for one Dataverse environment. */ +export function getMicrosoftDataverseOAuthScopes(environmentUrl: unknown): string[] { + const origin = normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl) + return [ + 'openid', + 'profile', + 'email', + `${origin}${DATAVERSE_REQUEST_SCOPE_SUFFIX}`, + 'offline_access', + ] +} + +/** Returns the trusted internal marker used to match a Dynamics credential in block UIs. */ +export function getMicrosoftDataverseRequiredScope(environmentUrl: unknown): string { + const origin = normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl) + return `${DATAVERSE_INSTANCE_MARKER_PREFIX}${origin}` +} + +function parseOAuthCallbackUrl(callbackURL: unknown): { url: URL; relative: boolean } { + if (typeof callbackURL !== 'string' || callbackURL.trim().length === 0) { + throw new Error('Microsoft Dataverse OAuth callback URL is missing') + } + + const value = callbackURL.trim() + const relative = value.startsWith('/') && !value.startsWith('//') + try { + return { + url: relative ? new URL(value, RELATIVE_CALLBACK_BASE) : new URL(value), + relative, + } + } catch { + throw new Error('Microsoft Dataverse OAuth callback URL is invalid') + } +} + +export function getBoundMicrosoftDataverseEnvironment(callbackURL: unknown): string | undefined { + if (callbackURL === undefined || callbackURL === null) return undefined + const { url } = parseOAuthCallbackUrl(callbackURL) + const bindings = url.searchParams.getAll(DATAVERSE_OAUTH_CALLBACK_ENVIRONMENT_PARAM) + if (bindings.length === 0) return undefined + if (bindings.length !== 1) { + throw new Error('Microsoft Dataverse OAuth state contains duplicate environment bindings') + } + return normalizeMicrosoftDataverseEnvironmentUrl(bindings[0]) +} + +/** + * Binds the requested Dataverse audience to Better Auth's protected OAuth state. Better Auth + * restores the callback URL request-locally before getUserInfo runs, so this remains flow-specific + * without a second provider, cookie, route, or database field. + */ +export function bindMicrosoftDataverseEnvironmentToOAuthCallback( + callbackURL: unknown, + environmentUrl: unknown +): string { + const { url, relative } = parseOAuthCallbackUrl(callbackURL) + const environment = normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl) + url.searchParams.set(DATAVERSE_OAUTH_CALLBACK_ENVIRONMENT_PARAM, environment) + return relative ? `${url.pathname}${url.search}${url.hash}` : url.toString() +} + +/** Removes the non-secret state-binding marker after Better Auth returns to the product UI. */ +export function stripMicrosoftDataverseEnvironmentFromOAuthCallback(callbackURL: unknown): string { + const { url, relative } = parseOAuthCallbackUrl(callbackURL) + url.searchParams.delete(DATAVERSE_OAUTH_CALLBACK_ENVIRONMENT_PARAM) + return relative ? `${url.pathname}${url.search}${url.hash}` : url.toString() +} + +export function assertMicrosoftDataverseOAuthLinkRequest( + callbackURL: unknown, + requestedScopes: unknown, + legacyScopes: readonly string[] +): void { + const environment = getBoundMicrosoftDataverseEnvironment(callbackURL) + if (!environment) { + if (requestedScopes === undefined || requestedScopes === null) return + if ( + !Array.isArray(requestedScopes) || + !requestedScopes.every((scope) => typeof scope === 'string') + ) { + throw new Error('Microsoft Dataverse OAuth link requires its exact legacy scopes') + } + const actualScopes = new Set(requestedScopes) + if ( + requestedScopes.length !== legacyScopes.length || + actualScopes.size !== legacyScopes.length || + legacyScopes.some((scope) => !actualScopes.has(scope)) + ) { + throw new Error('Unbound Microsoft Dataverse OAuth links may use only the legacy scopes') + } + return + } + if ( + !Array.isArray(requestedScopes) || + !requestedScopes.every((scope) => typeof scope === 'string') + ) { + throw new Error('Microsoft Dataverse OAuth link requires its canonical environment scopes') + } + + const expectedScopes = getMicrosoftDataverseOAuthScopes(environment) + const actualScopes = new Set(requestedScopes) + if ( + requestedScopes.length !== expectedScopes.length || + actualScopes.size !== expectedScopes.length || + expectedScopes.some((scope) => !actualScopes.has(scope)) + ) { + throw new Error('Microsoft Dataverse OAuth link scopes do not match its environment binding') + } +} + +/** + * Resolves the scopes Better Auth should persist after a Dataverse callback. Resource-qualified + * scopes must match the environment protected by OAuth state. Microsoft may omit scopes or return + * only bare permissions; those cases retain the provider scopes and append the trusted environment + * marker from the protected flow binding until the live Better Auth response shape is verified. + */ +export function resolveMicrosoftDataverseOAuthCallbackScopes( + callbackURL: unknown, + returnedScopes: readonly string[] | null | undefined +): string[] { + const expectedEnvironment = getBoundMicrosoftDataverseEnvironment(callbackURL) + if (!expectedEnvironment) { + throw new Error('Microsoft Dataverse OAuth state is missing its environment binding') + } + + if (!returnedScopes?.length) { + return [ + ...getMicrosoftDataverseOAuthScopes(expectedEnvironment), + getMicrosoftDataverseRequiredScope(expectedEnvironment), + ] + } + + const providerScopes = returnedScopes.filter( + (scope) => typeof scope === 'string' && !scope.startsWith(DATAVERSE_INSTANCE_MARKER_PREFIX) + ) + const resourceScopes = providerScopes.filter( + (scope) => typeof scope === 'string' && /^https:\/\//i.test(scope) + ) + if (resourceScopes.length > 1) { + throw new Error('Microsoft Dataverse OAuth returned an invalid resource scope set') + } + for (const scope of resourceScopes) { + const suffix = scope.endsWith(DATAVERSE_RESOURCE_SCOPE_SUFFIX) + ? DATAVERSE_RESOURCE_SCOPE_SUFFIX + : scope.endsWith(DATAVERSE_REQUEST_SCOPE_SUFFIX) + ? DATAVERSE_REQUEST_SCOPE_SUFFIX + : undefined + if (!suffix) { + throw new Error('Microsoft Dataverse OAuth returned an invalid resource scope') + } + const returnedEnvironment = normalizeMicrosoftDataverseEnvironmentUrl( + scope.slice(0, -suffix.length) + ) + if (returnedEnvironment !== expectedEnvironment) { + throw new Error('Microsoft Dataverse OAuth returned a different environment scope') + } + } + + return [...providerScopes, getMicrosoftDataverseRequiredScope(expectedEnvironment)] +} + +/** + * Preserves legacy Dataverse callbacks while refusing a returned token audience for another + * resource. Some OAuth clients normalize a resource permission to a bare scope, so non-URL scope + * sets remain unchanged until their live Better Auth shape is verified. + */ +export function assertMicrosoftDataverseLegacyOAuthCallbackScopes( + returnedScopes: readonly string[] | null | undefined, + legacyScopes: readonly string[] +): void { + if (!returnedScopes?.length) return + + const returnedResourceScopes = returnedScopes.filter((scope) => /^https:\/\//i.test(scope)) + if (returnedResourceScopes.length === 0) return + + const legacyResourceScopes = new Set(legacyScopes.filter((scope) => /^https:\/\//i.test(scope))) + if ( + returnedResourceScopes.length !== new Set(returnedResourceScopes).size || + returnedResourceScopes.some((scope) => !legacyResourceScopes.has(scope)) + ) { + throw new Error('Unbound Microsoft Dataverse OAuth returned an invalid resource scope') + } +} + +/** + * Extracts the single trusted environment origin from Sim's internal account-scope marker. + * Legacy Dataverse grants do not contain this marker and intentionally remain unbound. + */ +export function extractMicrosoftDataverseEnvironmentUrl( + scopes: string | readonly string[] | null | undefined +): string | undefined { + const values = Array.isArray(scopes) + ? scopes + : typeof scopes === 'string' + ? scopes.split(/[\s,]+/) + : [] + const origins = new Set() + + for (const value of values) { + if (!value.startsWith(DATAVERSE_INSTANCE_MARKER_PREFIX)) continue + const candidate = value.slice(DATAVERSE_INSTANCE_MARKER_PREFIX.length) + try { + origins.add(normalizeMicrosoftDataverseEnvironmentUrl(candidate)) + } catch { + // Ignore unrelated or hostile scopes rather than treating them as a trusted token audience. + } + } + + if (origins.size > 1) { + throw new Error('Microsoft Dataverse credential contains multiple environment scopes') + } + return origins.values().next().value +} + +export type MicrosoftDataverseCredentialEnvironmentState = + | 'unbound' + | 'matching' + | 'different' + | 'invalid' + +/** + * Classifies whether a stored Dataverse grant can be used for a requested environment. A bound + * grant for a different environment must never be reconnected in place because that credential + * may be shared by workflows that still target its original environment. + */ +export function classifyMicrosoftDataverseCredentialEnvironment( + scopes: string | readonly string[] | null | undefined, + requestedEnvironmentUrl: unknown +): MicrosoftDataverseCredentialEnvironmentState { + const requestedEnvironment = normalizeMicrosoftDataverseEnvironmentUrl(requestedEnvironmentUrl) + let credentialEnvironment: string | undefined + try { + credentialEnvironment = extractMicrosoftDataverseEnvironmentUrl(scopes) + } catch { + return 'invalid' + } + if (!credentialEnvironment) return 'unbound' + return credentialEnvironment === requestedEnvironment ? 'matching' : 'different' +} + +/** + * Dataverse credentials are scoped to one environment. Including its hostname in the stable + * external account prefix lets the existing reconnect hook replace the same user/environment + * grant without collapsing that user's credentials for other environments. + */ +export function bindMicrosoftDataverseEnvironmentToUserInfo( + userInfo: T, + scopes: readonly string[] | null | undefined +): T { + const environmentUrl = extractMicrosoftDataverseEnvironmentUrl(scopes) + if (!environmentUrl) { + throw new Error('Microsoft Dynamics 365 OAuth requires a trusted environment marker') + } + + const environmentHost = new URL(environmentUrl).hostname + return { + ...userInfo, + id: userInfo.id.replace(UUID_SUFFIX_RE, `:${environmentHost}$&`), + } +} diff --git a/apps/sim/lib/oauth/token-resolution.test.ts b/apps/sim/lib/oauth/token-resolution.test.ts index 27d239091ae..611604f4144 100644 --- a/apps/sim/lib/oauth/token-resolution.test.ts +++ b/apps/sim/lib/oauth/token-resolution.test.ts @@ -136,6 +136,62 @@ describe('resolveCredentialToken', () => { expect(result).toEqual({ ok: false, status: 404, error: 'Credential not found' }) }) + it('projects the exact Dataverse environment bound in the stored scope', async () => { + mockAuthorizeCredentialUseForAuth.mockResolvedValue({ + ok: true, + requesterUserId: 'user-1', + credentialOwnerUserId: 'owner-1', + workspaceId: 'ws-1', + resolvedCredentialId: 'account-1', + }) + mockGetCredential.mockResolvedValue({ + providerId: 'microsoft-dataverse', + scope: + 'openid https://contoso.crm.dynamics.com/.default offline_access __sim_dataverse_instance__:https://contoso.crm.dynamics.com', + }) + mockRefreshTokenIfNeeded.mockResolvedValue({ accessToken: 'fresh', refreshed: false }) + + await expect( + resolveCredentialToken(INTERNAL_AUTH, { + requestId: 'req-1', + credentialId: 'cred-1', + }) + ).resolves.toEqual({ + ok: true, + token: { + accessToken: 'fresh', + idToken: undefined, + instanceUrl: 'https://contoso.api.crm.dynamics.com', + }, + }) + }) + + it('preserves a legacy Dataverse credential without projecting an environment', async () => { + mockAuthorizeCredentialUseForAuth.mockResolvedValue({ + ok: true, + requesterUserId: 'user-1', + credentialOwnerUserId: 'owner-1', + workspaceId: 'ws-1', + resolvedCredentialId: 'account-1', + }) + mockGetCredential.mockResolvedValue({ + providerId: 'microsoft-dataverse', + scope: 'https://dynamics.microsoft.com/user_impersonation', + }) + mockRefreshTokenIfNeeded.mockResolvedValue({ accessToken: 'fresh', refreshed: false }) + + await expect( + resolveCredentialToken(INTERNAL_AUTH, { + requestId: 'req-1', + credentialId: 'cred-1', + }) + ).resolves.toEqual({ + ok: true, + token: { accessToken: 'fresh', idToken: undefined }, + }) + expect(mockRefreshTokenIfNeeded).toHaveBeenCalled() + }) + it('reports a failed refresh as 401 without recording access', async () => { mockAuthorizeCredentialUseForAuth.mockResolvedValue({ ok: true, diff --git a/apps/sim/lib/oauth/token-resolution.ts b/apps/sim/lib/oauth/token-resolution.ts index 4ee18823f8b..473e336895e 100644 --- a/apps/sim/lib/oauth/token-resolution.ts +++ b/apps/sim/lib/oauth/token-resolution.ts @@ -13,6 +13,10 @@ import { resolveOAuthAccountId, resolveServiceAccountToken, } from '@/lib/oauth/credential-service' +import { + extractMicrosoftDataverseEnvironmentUrl, + MICROSOFT_DATAVERSE_PROVIDER_ID, +} from '@/lib/oauth/microsoft-dataverse' import { extractSalesforceInstanceUrl, isSalesforceOAuthProviderId } from '@/lib/oauth/salesforce' import { captureServerEvent } from '@/lib/posthog/server' import { extractZohoDeskBaseFromScope } from '@/tools/zoho_desk/host-allowlist' @@ -100,7 +104,9 @@ function buildOAuthTokenPayload( ): CredentialTokenPayload { const instanceUrl = isSalesforceOAuthProviderId(credential.providerId) ? extractSalesforceInstanceUrl(credential.scope ?? undefined) - : undefined + : credential.providerId === MICROSOFT_DATAVERSE_PROVIDER_ID + ? extractMicrosoftDataverseEnvironmentUrl(credential.scope) + : undefined let apiDomain: string | undefined if (credential.providerId === 'zoho-desk' && credential.scope) { diff --git a/apps/sim/tools/generated/tool-ids.ts b/apps/sim/tools/generated/tool-ids.ts index 2b9301b7114..81dda205561 100644 --- a/apps/sim/tools/generated/tool-ids.ts +++ b/apps/sim/tools/generated/tool-ids.ts @@ -3,7 +3,7 @@ /** Every registered tool id, including versioned variants. */ const toolIds: string[] = JSON.parse( - '["a2a_cancel_task","a2a_get_agent_card","a2a_get_task","a2a_send_message","agentmail_create_draft","agentmail_create_inbox","agentmail_delete_draft","agentmail_delete_inbox","agentmail_delete_thread","agentmail_forward_message","agentmail_get_draft","agentmail_get_inbox","agentmail_get_message","agentmail_get_thread","agentmail_list_drafts","agentmail_list_inboxes","agentmail_list_messages","agentmail_list_threads","agentmail_reply_message","agentmail_send_draft","agentmail_send_message","agentmail_update_draft","agentmail_update_inbox","agentmail_update_message","agentmail_update_thread","agentphone_create_call","agentphone_create_contact","agentphone_create_number","agentphone_delete_contact","agentphone_get_call","agentphone_get_call_transcript","agentphone_get_contact","agentphone_get_conversation","agentphone_get_conversation_messages","agentphone_get_number_messages","agentphone_get_usage","agentphone_get_usage_daily","agentphone_get_usage_monthly","agentphone_list_calls","agentphone_list_contacts","agentphone_list_conversations","agentphone_list_numbers","agentphone_react_to_message","agentphone_release_number","agentphone_send_message","agentphone_update_contact","agentphone_update_conversation","agiloft_async_status","agiloft_attach_file","agiloft_attachment_info","agiloft_create_record","agiloft_delete_record","agiloft_get_choice_line_id","agiloft_list_tables","agiloft_lock_record","agiloft_nlp_search","agiloft_read_record","agiloft_remove_attachment","agiloft_retrieve_attachment","agiloft_run_action_button","agiloft_saved_search","agiloft_search_records","agiloft_select_records","agiloft_update_record","agiloft_upsert_record","ahrefs_anchors","ahrefs_backlinks","ahrefs_backlinks_stats","ahrefs_batch_analysis","ahrefs_broken_backlinks","ahrefs_domain_rating","ahrefs_domain_rating_history","ahrefs_keyword_overview","ahrefs_keywords_history","ahrefs_metrics","ahrefs_metrics_history","ahrefs_organic_competitors","ahrefs_organic_keywords","ahrefs_paid_pages","ahrefs_rank_tracker_competitors_overview","ahrefs_rank_tracker_competitors_stats","ahrefs_rank_tracker_overview","ahrefs_rank_tracker_serp_overview","ahrefs_refdomains_history","ahrefs_referring_domains","ahrefs_related_terms","ahrefs_site_audit_page_explorer","ahrefs_top_pages","airtable_create_records","airtable_delete_records","airtable_get_base_schema","airtable_get_record","airtable_list_bases","airtable_list_records","airtable_list_tables","airtable_update_multiple_records","airtable_update_record","airtable_upsert_records","airweave_search","algolia_add_record","algolia_batch_operations","algolia_browse_records","algolia_clear_records","algolia_copy_move_index","algolia_delete_by_filter","algolia_delete_index","algolia_delete_record","algolia_get_record","algolia_get_records","algolia_get_settings","algolia_get_task_status","algolia_list_indices","algolia_partial_update_record","algolia_search","algolia_update_settings","amplitude_event_segmentation","amplitude_funnels","amplitude_get_active_users","amplitude_get_revenue","amplitude_group_identify","amplitude_identify_user","amplitude_list_events","amplitude_realtime_active_users","amplitude_retention","amplitude_send_event","amplitude_user_activity","amplitude_user_profile","amplitude_user_search","apify_get_dataset_items","apify_get_run","apify_run_actor_async","apify_run_actor_sync","apify_run_task","apollo_account_bulk_create","apollo_account_bulk_update","apollo_account_create","apollo_account_search","apollo_account_update","apollo_contact_bulk_create","apollo_contact_bulk_update","apollo_contact_create","apollo_contact_search","apollo_contact_update","apollo_email_accounts","apollo_opportunity_create","apollo_opportunity_get","apollo_opportunity_search","apollo_opportunity_update","apollo_organization_bulk_enrich","apollo_organization_enrich","apollo_organization_search","apollo_people_bulk_enrich","apollo_people_enrich","apollo_people_search","apollo_sequence_add_contacts","apollo_sequence_search","apollo_task_create","apollo_task_search","appconfig_create_application","appconfig_create_configuration_profile","appconfig_create_environment","appconfig_create_hosted_configuration_version","appconfig_delete_application","appconfig_delete_configuration_profile","appconfig_delete_environment","appconfig_delete_hosted_configuration_version","appconfig_get_application","appconfig_get_configuration","appconfig_get_configuration_profile","appconfig_get_deployment","appconfig_get_environment","appconfig_get_hosted_configuration_version","appconfig_list_applications","appconfig_list_configuration_profiles","appconfig_list_deployment_strategies","appconfig_list_deployments","appconfig_list_environments","appconfig_list_hosted_configuration_versions","appconfig_start_deployment","appconfig_stop_deployment","appconfig_update_application","appconfig_update_configuration_profile","appconfig_update_environment","arxiv_get_author_papers","arxiv_get_paper","arxiv_search","asana_add_comment","asana_add_followers","asana_create_project","asana_create_section","asana_create_subtask","asana_create_task","asana_delete_task","asana_get_project","asana_get_projects","asana_get_task","asana_list_sections","asana_list_workspaces","asana_search_tasks","asana_update_task","ashby_add_candidate_tag","ashby_anonymize_candidate","ashby_change_application_source","ashby_change_application_stage","ashby_create_application","ashby_create_candidate","ashby_create_note","ashby_delete_application","ashby_get_application","ashby_get_candidate","ashby_get_job","ashby_get_job_posting","ashby_get_offer","ashby_list_applications","ashby_list_archive_reasons","ashby_list_candidate_tags","ashby_list_candidates","ashby_list_custom_fields","ashby_list_departments","ashby_list_interviews","ashby_list_job_postings","ashby_list_jobs","ashby_list_locations","ashby_list_notes","ashby_list_offers","ashby_list_openings","ashby_list_sources","ashby_list_users","ashby_remove_candidate_tag","ashby_search_candidates","ashby_set_custom_field_value","ashby_set_custom_field_values","ashby_update_candidate","athena_batch_get_query_execution","athena_create_named_query","athena_delete_named_query","athena_get_named_query","athena_get_query_execution","athena_get_query_results","athena_list_databases","athena_list_named_queries","athena_list_query_executions","athena_list_table_metadata","athena_start_query","athena_stop_query","attio_assert_record","attio_create_attribute","attio_create_comment","attio_create_list","attio_create_list_entry","attio_create_note","attio_create_object","attio_create_record","attio_create_task","attio_create_webhook","attio_delete_comment","attio_delete_list_entry","attio_delete_note","attio_delete_record","attio_delete_task","attio_delete_webhook","attio_get_attribute","attio_get_comment","attio_get_list","attio_get_list_entry","attio_get_member","attio_get_note","attio_get_object","attio_get_record","attio_get_task","attio_get_thread","attio_get_webhook","attio_list_attributes","attio_list_lists","attio_list_members","attio_list_notes","attio_list_objects","attio_list_records","attio_list_tasks","attio_list_threads","attio_list_webhooks","attio_query_list_entries","attio_search_records","attio_update_attribute","attio_update_list","attio_update_list_entry","attio_update_object","attio_update_record","attio_update_task","attio_update_webhook","azure_data_explorer_create_table","azure_data_explorer_drop_table","azure_data_explorer_ingest_from_query","azure_data_explorer_ingest_inline","azure_data_explorer_list_databases","azure_data_explorer_list_functions","azure_data_explorer_list_tables","azure_data_explorer_management","azure_data_explorer_query","azure_data_explorer_show_database_schema","azure_data_explorer_show_ingestion_failures","azure_data_explorer_show_operations","azure_data_explorer_show_table_details","azure_data_explorer_show_table_schema","azure_devops_add_comment","azure_devops_create_work_item","azure_devops_get_build_log","azure_devops_get_build_timeline","azure_devops_get_comments","azure_devops_get_pipeline","azure_devops_get_pipeline_run","azure_devops_get_work_item","azure_devops_get_work_items_batch","azure_devops_get_work_items_between_builds","azure_devops_list_build_logs","azure_devops_list_builds","azure_devops_list_pipeline_runs","azure_devops_list_pipelines","azure_devops_query_work_items","azure_devops_update_work_item","box_copy_file","box_create_folder","box_delete_file","box_delete_folder","box_download_file","box_get_file_info","box_list_folder_items","box_search","box_sign_cancel_request","box_sign_create_request","box_sign_get_request","box_sign_list_requests","box_sign_resend_request","box_update_file","box_upload_file","brandfetch_get_brand","brandfetch_search","brex_archive_budget","brex_create_budget","brex_create_spend_limit","brex_create_transfer","brex_create_vendor","brex_get_budget","brex_get_cash_account","brex_get_company","brex_get_current_user","brex_get_expense","brex_get_spend_limit","brex_get_transfer","brex_get_user","brex_get_vendor","brex_list_budgets","brex_list_card_accounts","brex_list_card_statements","brex_list_card_transactions","brex_list_cards","brex_list_cash_accounts","brex_list_cash_statements","brex_list_cash_transactions","brex_list_departments","brex_list_expenses","brex_list_locations","brex_list_spend_limits","brex_list_titles","brex_list_transfers","brex_list_users","brex_list_vendors","brex_match_receipt","brex_update_expense","brex_update_vendor","brex_upload_receipt","brightdata_cancel_snapshot","brightdata_discover","brightdata_download_snapshot","brightdata_scrape_dataset","brightdata_scrape_url","brightdata_serp_search","brightdata_snapshot_status","brightdata_sync_scrape","browser_use_run_task","buffer_create_idea","buffer_create_post","buffer_delete_post","buffer_edit_post","buffer_get_account","buffer_get_channels","buffer_get_idea_groups","buffer_get_ideas","buffer_get_post","buffer_get_posts","calcom_cancel_booking","calcom_confirm_booking","calcom_create_booking","calcom_create_event_type","calcom_create_schedule","calcom_decline_booking","calcom_delete_event_type","calcom_delete_schedule","calcom_get_booking","calcom_get_default_schedule","calcom_get_event_type","calcom_get_schedule","calcom_get_slots","calcom_list_bookings","calcom_list_event_types","calcom_list_schedules","calcom_reschedule_booking","calcom_update_event_type","calcom_update_schedule","calendly_cancel_event","calendly_create_event_invitee","calendly_create_invitee_no_show","calendly_create_scheduling_link","calendly_create_webhook","calendly_delete_invitee_no_show","calendly_delete_webhook","calendly_get_current_user","calendly_get_event_invitee","calendly_get_event_type","calendly_get_scheduled_event","calendly_get_user","calendly_list_event_invitees","calendly_list_event_type_available_times","calendly_list_event_types","calendly_list_organization_memberships","calendly_list_routing_form_submissions","calendly_list_routing_forms","calendly_list_scheduled_events","calendly_list_user_availability_schedules","calendly_list_user_busy_times","calendly_list_webhooks","clay_populate","clerk_add_organization_member","clerk_ban_user","clerk_create_actor_token","clerk_create_allowlist_identifier","clerk_create_blocklist_identifier","clerk_create_organization","clerk_create_organization_invitation","clerk_create_user","clerk_delete_allowlist_identifier","clerk_delete_blocklist_identifier","clerk_delete_organization","clerk_delete_user","clerk_get_jwt_template","clerk_get_organization","clerk_get_session","clerk_get_user","clerk_get_user_oauth_token","clerk_list_allowlist_identifiers","clerk_list_blocklist_identifiers","clerk_list_jwt_templates","clerk_list_organization_invitations","clerk_list_organization_memberships","clerk_list_organizations","clerk_list_sessions","clerk_list_users","clerk_lock_user","clerk_remove_organization_member","clerk_revoke_actor_token","clerk_revoke_session","clerk_unban_user","clerk_unlock_user","clerk_update_organization","clerk_update_organization_membership","clerk_update_user","clickhouse_count_rows","clickhouse_create_database","clickhouse_create_table","clickhouse_delete","clickhouse_describe_table","clickhouse_drop_database","clickhouse_drop_partition","clickhouse_drop_table","clickhouse_execute","clickhouse_insert","clickhouse_insert_rows","clickhouse_introspect","clickhouse_kill_query","clickhouse_list_clusters","clickhouse_list_databases","clickhouse_list_mutations","clickhouse_list_partitions","clickhouse_list_running_queries","clickhouse_list_tables","clickhouse_optimize_table","clickhouse_query","clickhouse_rename_table","clickhouse_show_create_table","clickhouse_table_stats","clickhouse_truncate_table","clickhouse_update","clickup_add_tag_to_task","clickup_create_checklist","clickup_create_checklist_item","clickup_create_comment","clickup_create_folder","clickup_create_list","clickup_create_task","clickup_create_time_entry","clickup_delete_checklist","clickup_delete_checklist_item","clickup_delete_comment","clickup_delete_task","clickup_delete_time_entry","clickup_get_comments","clickup_get_custom_fields","clickup_get_folders","clickup_get_list_members","clickup_get_lists","clickup_get_running_timer","clickup_get_space_tags","clickup_get_spaces","clickup_get_task","clickup_get_task_members","clickup_get_tasks","clickup_get_time_entries","clickup_get_workspaces","clickup_remove_custom_field_value","clickup_remove_tag_from_task","clickup_search_tasks","clickup_set_custom_field_value","clickup_start_timer","clickup_stop_timer","clickup_update_checklist","clickup_update_checklist_item","clickup_update_comment","clickup_update_task","clickup_update_time_entry","clickup_upload_attachment","cloudflare_create_dns_record","cloudflare_create_zone","cloudflare_delete_dns_record","cloudflare_delete_zone","cloudflare_dns_analytics","cloudflare_get_zone","cloudflare_get_zone_settings","cloudflare_list_certificates","cloudflare_list_dns_records","cloudflare_list_zones","cloudflare_purge_cache","cloudflare_update_dns_record","cloudflare_update_zone_setting","cloudformation_cancel_update_stack","cloudformation_create_change_set","cloudformation_create_stack","cloudformation_delete_stack","cloudformation_describe_change_set","cloudformation_describe_stack_drift_detection_status","cloudformation_describe_stack_events","cloudformation_describe_stacks","cloudformation_detect_stack_drift","cloudformation_execute_change_set","cloudformation_get_template","cloudformation_get_template_summary","cloudformation_list_stack_resources","cloudformation_update_stack","cloudformation_validate_template","cloudwatch_describe_alarm_history","cloudwatch_describe_alarms","cloudwatch_describe_log_groups","cloudwatch_describe_log_streams","cloudwatch_filter_log_events","cloudwatch_get_log_events","cloudwatch_get_metric_statistics","cloudwatch_list_metrics","cloudwatch_mute_alarm","cloudwatch_put_log_group_retention","cloudwatch_put_metric_data","cloudwatch_query_logs","clo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+ 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ayment_intents","stripe_search_prices","stripe_search_products","stripe_search_subscriptions","stripe_send_invoice","stripe_update_charge","stripe_update_customer","stripe_update_invoice","stripe_update_payment_intent","stripe_update_price","stripe_update_product","stripe_update_subscription","stripe_void_invoice","sts_assume_role","sts_assume_role_with_saml","sts_assume_role_with_web_identity","sts_get_access_key_info","sts_get_caller_identity","sts_get_session_token","stt_assemblyai","stt_assemblyai_v2","stt_deepgram","stt_deepgram_v2","stt_elevenlabs","stt_elevenlabs_v2","stt_gemini","stt_gemini_v2","stt_whisper","stt_whisper_v2","supabase_count","supabase_delete","supabase_get_row","supabase_insert","supabase_introspect","supabase_invoke_function","supabase_query","supabase_rpc","supabase_storage_copy","supabase_storage_create_bucket","supabase_storage_create_signed_upload_url","supabase_storage_create_signed_url","supabase_storage_delete","supabase_storage_delete_bucket","supabase_storage_download","supabase_storage_empty_bucket","supabase_storage_get_public_url","supabase_storage_list","supabase_storage_list_buckets","supabase_storage_move","supabase_storage_update_bucket","supabase_storage_upload","supabase_text_search","supabase_update","supabase_upsert","supabase_vector_search","table_batch_insert_rows","table_create","table_delete_row","table_delete_rows_by_filter","table_get_row","table_get_schema","table_insert_row","table_list","table_query_rows","table_query_rows_v2","table_update_row","table_update_rows_by_filter","table_upsert_row","tailscale_authorize_device","tailscale_create_auth_key","tailscale_delete_auth_key","tailscale_delete_device","tailscale_delete_user","tailscale_expire_device_key","tailscale_get_acl","tailscale_get_auth_key","tailscale_get_device","tailscale_get_device_routes","tailscale_get_dns_preferences","tailscale_get_dns_searchpaths","tailscale_list_auth_keys","tailscale_list_devices","tailscale_list_dns_nameservers","tailscale_list_users","tailscale_set_acl","tailscale_set_device_routes","tailscale_set_device_tags","tailscale_set_dns_nameservers","tailscale_set_dns_preferences","tailscale_set_dns_searchpaths","tailscale_suspend_user","tailscale_update_device_key","tavily_crawl","tavily_extract","tavily_map","tavily_search","telegram_copy_message","telegram_delete_message","telegram_edit_message_text","telegram_forward_message","telegram_get_chat","telegram_get_chat_member","telegram_message","telegram_pin_message","telegram_send_animation","telegram_send_audio","telegram_send_chat_action","telegram_send_contact","telegram_send_document","telegram_send_location","telegram_send_photo","telegram_send_poll","telegram_send_video","telegram_set_message_reaction","telegram_unpin_message","temporal_cancel_workflow","temporal_count_workflows","temporal_create_schedule","temporal_delete_schedule","temporal_describe_schedule","temporal_describe_task_queue","temporal_describe_workflow","temporal_get_workflow_history","temporal_list_schedules","temporal_list_workflows","temporal_pause_schedule","temporal_query_workflow","temporal_reset_workflow","temporal_signal_with_start","temporal_signal_workflow","temporal_start_workflow","temporal_terminate_workflow","temporal_trigger_schedule","temporal_unpause_schedule","temporal_update_workflow","textract_analyze_expense","textract_analyze_id","textract_parser","textract_parser_v2","thinking_tool","thrive_add_audience_managers","thrive_add_audience_members","thrive_add_user_tags","thrive_create_assignment","thrive_create_audience","thrive_create_completion","thrive_create_user","thrive_delete_assignment","thrive_delete_audience","thrive_delete_user","thrive_get_activity","thrive_get_assignment","thrive_get_audience","thrive_get_completion","thrive_get_content","thrive_get_cpd_category","thrive_get_cpd_entry","thrive_get_cpd_requirement","thrive_get_enrolment","thrive_get_skill_levels","thrive_get_tag","thrive_get_user_by_id","thrive_get_user_by_ref","thrive_list_assignments","thrive_list_audience_managers","thrive_list_audience_members","thrive_list_audiences","thrive_list_completions","thrive_list_enrolments","thrive_list_tags","thrive_query_activities","thrive_query_content","thrive_query_cpd_categories","thrive_query_cpd_entries","thrive_query_cpd_requirements","thrive_query_cpd_user_summaries","thrive_remove_audience_manager","thrive_remove_audience_member","thrive_remove_user_tags","thrive_replace_audience_managers","thrive_replace_audience_members","thrive_search_users","thrive_suspend_user","thrive_update_assignment","thrive_update_audience","thrive_update_user","thrive_update_user_skills","tiktok_get_post_status","tiktok_get_user","tiktok_list_videos","tiktok_query_videos","tiktok_upload_video_draft","tinybird_append_datasource","tinybird_delete_datasource_rows","tinybird_events","tinybird_get_job","tinybird_query","tinybird_query_pipe","tinybird_truncate_datasource","trello_add_checklist","trello_add_checklist_item","trello_add_comment","trello_add_label","trello_add_member","trello_create_board","trello_create_card","trello_create_list","trello_delete_card","trello_get_actions","trello_get_board","trello_get_card","trello_list_cards","trello_list_lists","trello_list_members","trello_remove_label","trello_remove_member","trello_search","trello_update_card","trello_update_checklist_item","trello_update_list","trigger_dev_activate_schedule","trigger_dev_add_run_tags","trigger_dev_batch_trigger_task","trigger_dev_cancel_run","trigger_dev_complete_waitpoint_token","trigger_dev_create_env_var","trigger_dev_create_schedule","trigger_dev_create_waitpoint_token","trigger_dev_deactivate_schedule","trigger_dev_delete_env_var","trigger_dev_delete_schedule","trigger_dev_execute_query","trigger_dev_get_batch","trigger_dev_get_batch_results","trigger_dev_get_deployment","trigger_dev_get_env_var","trigger_dev_get_latest_deployment","trigger_dev_get_query_schema","trigger_dev_get_queue","trigger_dev_get_run","trigger_dev_get_run_events","trigger_dev_get_run_result","trigger_dev_get_run_trace","trigger_dev_get_schedule","trigger_dev_get_waitpoint_token","trigger_dev_import_env_vars","trigger_dev_list_deployments","trigger_dev_list_env_vars","trigger_dev_list_queues","trigger_dev_list_runs","trigger_dev_list_schedules","trigger_dev_list_timezones","trigger_dev_list_waitpoint_tokens","trigger_dev_override_queue_concurrency","trigger_dev_pause_queue","trigger_dev_promote_deployment","trigger_dev_replay_run","trigger_dev_reschedule_run","trigger_dev_reset_queue_concurrency","trigger_dev_resume_queue","trigger_dev_trigger_task","trigger_dev_update_env_var","trigger_dev_update_run_metadata","trigger_dev_update_schedule","tts_azure","tts_cartesia","tts_deepgram","tts_elevenlabs","tts_google","tts_openai","tts_playht","twilio_send_sms","twilio_voice_get_recording","twilio_voice_list_calls","twilio_voice_make_call","typeform_create_form","typeform_delete_form","typeform_files","typeform_get_form","typeform_insights","typeform_list_forms","typeform_responses","typeform_update_form","upstash_redis_command","upstash_redis_delete","upstash_redis_exists","upstash_redis_expire","upstash_redis_get","upstash_redis_hget","upstash_redis_hgetall","upstash_redis_hset","upstash_redis_incr","upstash_redis_incrby","upstash_redis_keys","upstash_redis_lpush","upstash_redis_lrange","upstash_redis_set","upstash_redis_setnx","upstash_redis_ttl","uptimerobot_create_alert_contact","uptimerobot_create_maintenance_window","uptimerobot_create_monitor","uptimerobot_create_psp","uptimerobot_delete_alert_contact","uptimerobot_delete_maintenance_window","uptimerobot_delete_monitor","uptimerobot_delete_psp","uptimerobot_get_account","uptimerobot_get_alert_contact","uptimerobot_get_incident","uptimerobot_get_maintenance_window","uptimerobot_get_monitor","uptimerobot_get_psp","uptimerobot_list_alert_contacts","uptimerobot_list_incidents","uptimerobot_list_maintenance_windows","uptimerobot_list_monitors","uptimerobot_list_psps","uptimerobot_pause_monitor","uptimerobot_start_monitor","uptimerobot_update_maintenance_window","uptimerobot_update_monitor","uptimerobot_update_psp","vanta_download_document_file","vanta_get_control","vanta_get_document","vanta_get_framework","vanta_get_person","vanta_get_policy","vanta_get_risk_scenario","vanta_get_test","vanta_get_vendor","vanta_get_vulnerable_asset","vanta_list_control_documents","vanta_list_control_tests","vanta_list_controls","vanta_list_document_uploads","vanta_list_documents","vanta_list_framework_controls","vanta_list_frameworks","vanta_list_monitored_computers","vanta_list_people","vanta_list_policies","vanta_list_risk_scenarios","vanta_list_test_entities","vanta_list_tests","vanta_list_vendors","vanta_list_vulnerabilities","vanta_list_vulnerability_remediations","vanta_list_vulnerable_assets","vanta_submit_document","vanta_upload_document_file","vercel_add_domain","vercel_add_project_domain","vercel_cancel_deployment","vercel_create_alias","vercel_create_check","vercel_create_deployment","vercel_create_dns_record","vercel_create_edge_config","vercel_create_env_var","vercel_create_project","vercel_create_webhook","vercel_delete_alias","vercel_delete_deployment","vercel_delete_dns_record","vercel_delete_domain","vercel_delete_edge_config","vercel_delete_env_var","vercel_delete_project","vercel_delete_webhook","vercel_get_alias","vercel_get_check","vercel_get_deployment","vercel_get_deployment_events","vercel_get_domain","vercel_get_domain_config","vercel_get_edge_config","vercel_get_edge_config_items","vercel_get_env_vars","vercel_get_project","vercel_get_team","vercel_get_user","vercel_get_webhook","vercel_list_aliases","vercel_list_checks","vercel_list_deployment_files","vercel_list_deployments","vercel_list_dns_records","vercel_list_domains","vercel_list_edge_configs","vercel_list_project_domains","vercel_list_projects","vercel_list_team_members","vercel_list_teams","vercel_list_webhooks","vercel_pause_project","vercel_promote_deployment","vercel_remove_project_domain","vercel_rerequest_check","vercel_unpause_project","vercel_update_check","vercel_update_dns_record","vercel_update_edge_config_items","vercel_update_env_var","vercel_update_project","vercel_update_project_domain","vercel_verify_project_domain","video_falai","video_luma","video_minimax","video_runway","video_veo","vision_tool","vision_tool_v2","wealthbox_read_contact","wealthbox_read_note","wealthbox_read_task","wealthbox_write_contact","wealthbox_write_note","wealthbox_write_task","webflow_create_item","webflow_delete_item","webflow_get_item","webflow_list_items","webflow_update_item","webhook_request","whatsapp_get_media","whatsapp_mark_read","whatsapp_send_interactive","whatsapp_send_media","whatsapp_send_message","whatsapp_send_reaction","whatsapp_send_template","whatsapp_upload_media","wikipedia_content","wikipedia_random","wikipedia_search","wikipedia_summary","windchill_check_in_document","windchill_check_in_documents","windchill_check_out_document","windchill_check_out_documents","windchill_create_document","windchill_create_documents","windchill_delete_document","windchill_delete_documents","windchill_download_attachment","windchill_download_primary_content","windchill_get_document","windchill_get_document_structure","windchill_get_primary_content","windchill_get_valid_state_transitions","windchill_list_attachments","windchill_list_documents","windchill_revise_document","windchill_revise_documents","windchill_set_lifecycle_state","windchill_undo_check_out_document","windchill_undo_check_out_documents","windchill_update_common_properties","windchill_update_document","windchill_update_document_security_labels","windchill_update_documents","windchill_upload_attachments","windchill_upload_primary_content","wiza_company_enrichment","wiza_get_credits","wiza_individual_reveal","wiza_prospect_search","wordpress_create_category","wordpress_create_comment","wordpress_create_page","wordpress_create_post","wordpress_create_tag","wordpress_delete_category","wordpress_delete_comment","wordpress_delete_media","wordpress_delete_page","wordpress_delete_post","wordpress_delete_tag","wordpress_get_category","wordpress_get_current_user","wordpress_get_media","wordpress_get_page","wordpress_get_post","wordpress_get_tag","wordpress_get_user","wordpress_list_categories","wordpress_list_comments","wordpress_list_media","wordpress_list_pages","wordpress_list_posts","wordpress_list_tags","wordpress_list_users","wordpress_search_content","wordpress_update_category","wordpress_update_comment","wordpress_update_page","wordpress_update_post","wordpress_update_tag","wordpress_upload_media","workday_assign_onboarding","workday_change_job","workday_create_prehire","workday_get_compensation","workday_get_organizations","workday_get_worker","workday_hire_employee","workday_list_workers","workday_terminate_worker","workday_update_worker","workflow_executor","x_create_bookmark","x_create_tweet","x_delete_bookmark","x_delete_tweet","x_get_blocking","x_get_bookmarks","x_get_followers","x_get_following","x_get_liked_tweets","x_get_liking_users","x_get_me","x_get_personalized_trends","x_get_quote_tweets","x_get_retweeted_by","x_get_trends_by_woeid","x_get_tweets_by_ids","x_get_usage","x_get_user_mentions","x_get_user_timeline","x_get_user_tweets","x_hide_reply","x_manage_block","x_manage_follow","x_manage_like","x_manage_mute","x_manage_retweet","x_read","x_search","x_search_tweets","x_search_users","x_user","x_write","youtube_channel_info","youtube_channel_playlists","youtube_channel_videos","youtube_comments","youtube_playlist_items","youtube_search","youtube_trending","youtube_video_categories","youtube_video_details","zendesk_autocomplete_organizations","zendesk_create_organization","zendesk_create_organizations_bulk","zendesk_create_ticket","zendesk_create_tickets_bulk","zendesk_create_user","zendesk_create_users_bulk","zendesk_delete_organization","zendesk_delete_ticket","zendesk_delete_user","zendesk_get_current_user","zendesk_get_organization","zendesk_get_organizations","zendesk_get_ticket","zendesk_get_tickets","zendesk_get_user","zendesk_get_users","zendesk_merge_tickets","zendesk_search","zendesk_search_count","zendesk_search_users","zendesk_update_organization","zendesk_update_ticket","zendesk_update_tickets_bulk","zendesk_update_user","zendesk_update_users_bulk","zep_add_messages","zep_add_user","zep_create_thread","zep_delete_thread","zep_get_context","zep_get_messages","zep_get_threads","zep_get_user","zep_get_user_threads","zerobounce_get_credits","zerobounce_verify_email","zoho_desk_add_comment","zoho_desk_get_attachment","zoho_desk_get_contact","zoho_desk_get_thread","zoho_desk_get_ticket","zoho_desk_list_comments","zoho_desk_list_organizations","zoho_desk_list_threads","zoho_desk_list_tickets","zoho_desk_update_ticket","zoom_create_meeting","zoom_delete_meeting","zoom_delete_recording","zoom_get_meeting","zoom_get_meeting_invitation","zoom_get_meeting_recordings","zoom_list_meetings","zoom_list_past_participants","zoom_list_recordings","zoom_update_meeting","zoominfo_enrich_companies","zoominfo_enrich_contacts","zoominfo_search_companies","zoominfo_search_contacts","zoominfo_search_intent","zoominfo_search_news"]' ) export default toolIds diff --git a/apps/sim/tools/generated/tool-metadata.ts b/apps/sim/tools/generated/tool-metadata.ts index f31b7ba2b19..aba75f502ef 100644 --- a/apps/sim/tools/generated/tool-metadata.ts +++ b/apps/sim/tools/generated/tool-metadata.ts @@ -3,7 +3,7 @@ /** Serializable metadata for every built-in tool, keyed by tool id. */ const toolMetadata: Record = 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)"}}},"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)"}}},"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)"}}},"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)"}}},"agentmail_create_draft":{"id":"agentmail_create_draft","name":"Create Draft","description":"Create a new email draft in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox to create the draft in"},"to":{"type":"string","required":false,"visibility":"user-or-llm","description":"Recipient email addresses (comma-separated)"},"subject":{"type":"string","required":false,"visibility":"user-or-llm","description":"Draft subject line"},"text":{"type":"string","required":false,"visibility":"user-or-llm","description":"Plain text draft body"},"html":{"type":"string","required":false,"visibility":"user-or-llm","description":"HTML draft body"},"cc":{"type":"string","required":false,"visibility":"user-or-llm","description":"CC recipient email addresses (comma-separated)"},"bcc":{"type":"string","required":false,"visibility":"user-or-llm","description":"BCC recipient email addresses (comma-separated)"},"inReplyTo":{"type":"string","required":false,"visibility":"user-or-llm","description":"ID of message being replied to"},"sendAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"ISO 8601 timestamp to schedule sending"}}},"agentmail_create_inbox":{"id":"agentmail_create_inbox","name":"Create Inbox","description":"Create a new email inbox with AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"username":{"type":"string","required":false,"visibility":"user-or-llm","description":"Username for the inbox email address"},"domain":{"type":"string","required":false,"visibility":"user-or-llm","description":"Domain for the inbox email address"},"displayName":{"type":"string","required":false,"visibility":"user-or-llm","description":"Display name for the inbox"}}},"agentmail_delete_draft":{"id":"agentmail_delete_draft","name":"Delete Draft","description":"Delete an email draft in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox containing the draft"},"draftId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the draft to delete"}}},"agentmail_delete_inbox":{"id":"agentmail_delete_inbox","name":"Delete Inbox","description":"Delete an email inbox in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox to delete"}}},"agentmail_delete_thread":{"id":"agentmail_delete_thread","name":"Delete Thread","description":"Delete an email thread in AgentMail (moves to trash, or permanently deletes if already in trash)","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox containing the thread"},"threadId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the thread to delete"},"permanent":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Force permanent deletion instead of moving to trash"}}},"agentmail_forward_message":{"id":"agentmail_forward_message","name":"Forward Message","description":"Forward an email message to new recipients in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox containing the message"},"messageId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the message to forward"},"to":{"type":"string","required":true,"visibility":"user-or-llm","description":"Recipient email addresses (comma-separated)"},"subject":{"type":"string","required":false,"visibility":"user-or-llm","description":"Override subject line"},"text":{"type":"string","required":false,"visibility":"user-or-llm","description":"Additional plain text to prepend"},"html":{"type":"string","required":false,"visibility":"user-or-llm","description":"Additional HTML to prepend"},"cc":{"type":"string","required":false,"visibility":"user-or-llm","description":"CC recipient email addresses (comma-separated)"},"bcc":{"type":"string","required":false,"visibility":"user-or-llm","description":"BCC recipient email addresses (comma-separated)"}}},"agentmail_get_draft":{"id":"agentmail_get_draft","name":"Get Draft","description":"Get details of a specific email draft in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox the draft belongs to"},"draftId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the draft to retrieve"}}},"agentmail_get_inbox":{"id":"agentmail_get_inbox","name":"Get Inbox","description":"Get details of a specific email inbox in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox to retrieve"}}},"agentmail_get_message":{"id":"agentmail_get_message","name":"Get Message","description":"Get details of a specific email message in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox containing the message"},"messageId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the message to retrieve"}}},"agentmail_get_thread":{"id":"agentmail_get_thread","name":"Get Thread","description":"Get details of a specific email thread including messages in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox containing the thread"},"threadId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the thread to retrieve"}}},"agentmail_list_drafts":{"id":"agentmail_list_drafts","name":"List Drafts","description":"List email drafts in an inbox in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox to list drafts from"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of drafts to return"},"pageToken":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pagination token for next page of results"}}},"agentmail_list_inboxes":{"id":"agentmail_list_inboxes","name":"List Inboxes","description":"List all email inboxes in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of inboxes to return"},"pageToken":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pagination token for next page of results"}}},"agentmail_list_messages":{"id":"agentmail_list_messages","name":"List Messages","description":"List messages in an inbox in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox to list messages from"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of messages to return"},"pageToken":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pagination token for next page of results"}}},"agentmail_list_threads":{"id":"agentmail_list_threads","name":"List 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Read only when the delete rule is REPLACE_WITH_ANOTHER."},"deleteRule":{"type":"string","required":false,"visibility":"user-or-llm","description":"How to treat records that depend on this one: ERROR_IF_DEPENDANTS (default — fails rather than cascading), APPLY_DELETE_WHERE_POSSIBLE, DELETE_WHERE_POSSIBLE_OTHERWISE_UNLINK, APPLY_UNLINK, UNLINK_WHERE_POSSIBLE_OTHERWISE_DELETE, or REPLACE_WITH_ANOTHER"}}},"agiloft_get_choice_line_id":{"id":"agiloft_get_choice_line_id","name":"Agiloft Get Choice Line ID","description":"Resolve the internal numeric ID of a choice-list value, for use in EWSelect WHERE clauses against choice 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., \\"case\\", \\"contracts\\")"},"fieldName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Choice field name (e.g., \\"priority\\", \\"status\\")"},"value":{"type":"string","required":true,"visibility":"user-or-llm","description":"Choice display value to resolve (e.g., \\"High\\", \\"Active\\")"}}},"agiloft_list_tables":{"id":"agiloft_list_tables","name":"Agiloft List Tables","description":"List the tables and fields in an Agiloft knowledge base, to discover the logical names other operations need.","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":false,"visibility":"user-or-llm","description":"Logical name of a single table to describe (e.g., \\"contacts\\"). Leave empty to list every table in the knowledge base."},"includeLinkedInfo":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the source table and column behind each linked field"},"skipColumnsInfo":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Return table names only, omitting field details, for a much smaller response"}}},"agiloft_lock_record":{"id":"agiloft_lock_record","name":"Agiloft Lock Record","description":"Lock, unlock, or check the lock status of an Agiloft record.","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\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to lock, unlock, or check"},"lockAction":{"type":"string","required":true,"visibility":"user-or-llm","description":"Action to perform: \\"lock\\", \\"unlock\\", or \\"check\\""},"force":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Unlock only: release a lock held by another user."}}},"agiloft_nlp_search":{"id":"agiloft_nlp_search","name":"Agiloft Natural Language Search","description":"Search Agiloft records by describing what you want in plain language, such as \\"active NDAs submitted last month\\".","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"},"nlpQuery":{"type":"string","required":true,"visibility":"user-or-llm","description":"The request in plain language, e.g. \\"Show me open, high-priority contracts\\". Structured field filters are not accepted — use Search Records for those."},"fields":{"type":"string","required":true,"visibility":"user-or-llm","description":"Comma-separated field names to return, e.g. \\"id, contract_title1, company_name\\""},"page":{"type":"string","required":false,"visibility":"user-or-llm","description":"Page number, starting from 0"},"limit":{"type":"string","required":false,"visibility":"user-or-llm","description":"Records per page"}}},"agiloft_read_record":{"id":"agiloft_read_record","name":"Agiloft Read Record","description":"Read a record by ID from 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 read"},"fields":{"type":"string","required":false,"visibility":"user-or-llm","description":"Comma-separated list of field names to include in the response"}}},"agiloft_remove_attachment":{"id":"agiloft_remove_attachment","name":"Agiloft Remove Attachment","description":"Remove an attached file from a field in an Agiloft record.","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\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record containing the attachment"},"fieldName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the attachment field"},"position":{"type":"string","required":true,"visibility":"user-or-llm","description":"Position index of the file to remove (starting from 0)"}}},"agiloft_retrieve_attachment":{"id":"agiloft_retrieve_attachment","name":"Agiloft Retrieve Attachment","description":"Download an attached file from an Agiloft record field.","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\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record containing the attachment"},"fieldName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the attachment field"},"position":{"type":"string","required":true,"visibility":"user-or-llm","description":"Position index of the file in the field (starting from 0)"}}},"agiloft_run_action_button":{"id":"agiloft_run_action_button","name":"Agiloft Run Action Button","description":"Run an action button on an Agiloft record, such as an approval or send-for-signature step.","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\\", \\"case\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to run the action button on"},"actionButtonField":{"type":"string","required":true,"visibility":"user-or-llm","description":"Logical name of the field holding the action button (e.g., \\"ab_field\\")"}}},"agiloft_saved_search":{"id":"agiloft_saved_search","name":"Agiloft Saved Search","description":"List the saved searches defined for 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":"Logical table name to list saved searches for (e.g., \\"contract\\")"}}},"agiloft_search_records":{"id":"agiloft_search_records","name":"Agiloft Search Records","description":"Search for records in an Agiloft table using a query.","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 to search in (e.g., \\"contracts\\", \\"contacts.employees\\")"},"query":{"type":"string","required":false,"visibility":"user-or-llm","description":"Ad hoc EWSearch query. Combine conditions with && (and) or || (or) and quote every value — e.g. \\"summary~=\'test\'&&priority=\'High\'\\". Required unless a saved search is given."},"search":{"type":"string","required":false,"visibility":"user-or-llm","description":"Label of a saved search defined on the table (e.g., \\"C: Status is Closed\\"). Can be combined with a query to narrow it further."},"fields":{"type":"string","required":false,"visibility":"user-or-llm","description":"Comma-separated list of field names to include in the results"},"page":{"type":"string","required":false,"visibility":"user-or-llm","description":"Page number for paginated results (starting from 0)"},"limit":{"type":"string","required":false,"visibility":"user-or-llm","description":"Maximum number of records to return per page. Agiloft treats 0 as \\"all records\\", so leave it unset or use a positive value to keep result sizes bounded."}}},"agiloft_select_records":{"id":"agiloft_select_records","name":"Agiloft Select Records","description":"Select record IDs matching a SQL WHERE clause from 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\\")"},"where":{"type":"string","required":true,"visibility":"user-or-llm","description":"SQL WHERE clause using database column names (e.g., \\"summary like \'%new%\'\\" or \\"assigned_person=\'John Doe\'\\"). EWSelect has no page size and returns every matching ID, so append a database limit such as \\"limit 0,200\\" to bound the result."}}},"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\\"})"}}},"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."}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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"}}},"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. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_related_terms":{"id":"ahrefs_related_terms","name":"Ahrefs Related Terms","description":"Get keyword ideas related to a seed keyword: terms the same top-ranking pages also rank for (\\"also rank for\\") or also discuss (\\"also talk about\\"), with volume, difficulty, and CPC.","version":"1.0.0","params":{"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The seed keyword to find related terms for"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for keyword data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"terms":{"type":"string","required":false,"visibility":"user-or-llm","description":"Type of related keywords to return: \\"also_rank_for\\", \\"also_talk_about\\", or \\"all\\" (default: \\"all\\")"},"viewFor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Whether to derive related terms from the top 10 or top 100 ranking pages (default: \\"top_10\\")"},"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"}}},"ahrefs_site_audit_page_explorer":{"id":"ahrefs_site_audit_page_explorer","name":"Ahrefs Site Audit Page Explorer","description":"Get crawled pages from an Ahrefs Site Audit project with health and SEO metrics: HTTP status, title, link counts, backlinks, indexability, and traffic. Optionally filter to pages affected by a specific issue.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Site Audit project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Crawl date in YYYY-MM-DDThh:mm:ss format (defaults to the most recent crawl)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"offset":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of results to skip, for pagination"},"issueId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Only return pages affected by this issue ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_top_pages":{"id":"ahrefs_top_pages","name":"Ahrefs Top Pages","description":"Get the top pages of a target domain sorted by organic traffic. Returns page URLs with their traffic, keyword counts, and estimated traffic value.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain 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). 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"}}},"airtable_create_records":{"id":"airtable_create_records","name":"Airtable Create Records","description":"Write new records to an Airtable table","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"records":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of records to create, each with a `fields` object"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_delete_records":{"id":"airtable_delete_records","name":"Airtable Delete Records","description":"Delete one or more records from an Airtable table by ID","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"recordIds":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of record IDs to delete (each starts with \\"rec\\", e.g., [\\"recXXXXXXXXXXXXXX\\"]). Pass a single-element array to delete one record."}},"oauth":{"required":true,"provider":"airtable"}},"airtable_get_base_schema":{"id":"airtable_get_base_schema","name":"Airtable Get Base Schema","description":"Get the schema of all tables, fields, and views in an Airtable base","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_get_record":{"id":"airtable_get_record","name":"Airtable Get Record","description":"Retrieve a single record from an Airtable table by its ID","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Record ID to retrieve (starts with \\"rec\\", e.g., \\"recXXXXXXXXXXXXXX\\")"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_list_bases":{"id":"airtable_list_bases","name":"Airtable List Bases","description":"List all bases the authenticated user has access to","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"offset":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pagination offset for retrieving additional bases"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_list_records":{"id":"airtable_list_records","name":"Airtable List Records","description":"Read records from an Airtable table","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"maxRecords":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of records to return (default: all records)"},"filterFormula":{"type":"string","required":false,"visibility":"user-or-llm","description":"Formula to filter records (e.g., \\"({Field Name} = \'Value\')\\")"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_list_tables":{"id":"airtable_list_tables","name":"Airtable List Tables","description":"List all tables and their schema in an Airtable base","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_update_multiple_records":{"id":"airtable_update_multiple_records","name":"Airtable Update Multiple Records","description":"Update multiple existing records in an Airtable table","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"records":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of records to update, each with an `id` and a `fields` object"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_update_record":{"id":"airtable_update_record","name":"Airtable Update Record","description":"Update an existing record in an Airtable table by ID","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Record ID to update (starts with \\"rec\\", e.g., \\"recXXXXXXXXXXXXXX\\")"},"fields":{"type":"json","required":true,"visibility":"user-or-llm","description":"An object containing the field names and their new values"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_upsert_records":{"id":"airtable_upsert_records","name":"Airtable Upsert Records","description":"Update existing records or create new ones in an Airtable table, matching on the specified merge fields","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"records":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of records to upsert, each with a `fields` object"},"fieldsToMergeOn":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of field names used to match existing records (max 3). A record is updated when all merge fields match, otherwise it is created. Example: [\\"Name\\"]"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"}},"airweave_search":{"id":"airweave_search","name":"Airweave Search","description":"Search your synced data collections using Airweave. Supports semantic search with hybrid, neural, or keyword retrieval strategies. Optionally generate AI-powered answers from search results.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Airweave API Key for authentication"},"collectionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The readable ID of the collection to search"},"query":{"type":"string","required":true,"visibility":"user-or-llm","description":"The search query text"},"limit":{"type":"number","required":false,"visibility":"user-only","description":"Maximum number of results to return (default: 100)"},"retrievalStrategy":{"type":"string","required":false,"visibility":"user-or-llm","description":"Retrieval strategy: hybrid (default), neural, or keyword"},"expandQuery":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Generate query variations to improve recall"},"rerank":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Reorder results for improved relevance using LLM"},"generateAnswer":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Generate a natural-language answer to the query"}}},"algolia_add_record":{"id":"algolia_add_record","name":"Algolia Add Record","description":"Add or replace a record in an Algolia index","version":"1.0","params":{"applicationId":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Application ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Admin API Key"},"indexName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the Algolia index"},"objectID":{"type":"string","required":false,"visibility":"user-or-llm","description":"Object ID for the record (auto-generated if not provided)"},"record":{"type":"json","required":true,"visibility":"user-or-llm","description":"JSON object representing the record to add"}}},"algolia_batch_operations":{"id":"algolia_batch_operations","name":"Algolia Batch Operations","description":"Perform batch add, update, partial update, or delete operations on records in an Algolia index","version":"1.0","params":{"applicationId":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Application ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Admin API Key"},"indexName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the Algolia index"},"requests":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of batch operations. Each item has \\"action\\" (addObject, updateObject, partialUpdateObject, partialUpdateObjectNoCreate, deleteObject, delete, clear) and \\"body\\" (the record data; must include objectID for update/delete; use an empty object {} for the index-level delete/clear actions)"}}},"algolia_browse_records":{"id":"algolia_browse_records","name":"Algolia Browse Records","description":"Browse and iterate over all records in an Algolia index using cursor pagination","version":"1.0","params":{"applicationId":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Application ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Algolia API Key (must have browse ACL)"},"indexName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the Algolia index to browse"},"query":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search query to filter browsed records"},"filters":{"type":"string","required":false,"visibility":"user-or-llm","description":"Filter string to narrow down results"},"attributesToRetrieve":{"type":"string","required":false,"visibility":"user-or-llm","description":"Comma-separated list of attributes to retrieve"},"hitsPerPage":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of hits per page (default: 1000, max: 1000)"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous browse response for pagination"},"aroundLatLng":{"type":"string","required":false,"visibility":"user-or-llm","description":"Coordinates for geo-search (e.g., \\"40.71,-74.01\\")"},"aroundRadius":{"type":"string","required":false,"visibility":"user-or-llm","description":"Maximum radius in meters for geo-search, or \\"all\\" for unlimited"},"insideBoundingBox":{"type":"json","required":false,"visibility":"user-or-llm","description":"Bounding box coordinates as [[lat1, lng1, lat2, lng2]] for geo-search"},"insidePolygon":{"type":"json","required":false,"visibility":"user-or-llm","description":"Polygon coordinates as [[lat1, lng1, lat2, lng2, lat3, lng3, ...]] for geo-search"}}},"algolia_clear_records":{"id":"algolia_clear_records","name":"Algolia Clear Records","description":"Clear all records from an Algolia index while keeping settings, synonyms, and rules","version":"1.0","params":{"applicationId":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Application ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Admin API Key (must have deleteIndex ACL)"},"indexName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the Algolia index to clear"}}},"algolia_copy_move_index":{"id":"algolia_copy_move_index","name":"Algolia Copy/Move Index","description":"Copy or move an Algolia index to a new destination","version":"1.0","params":{"applicationId":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Application ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Admin API Key"},"indexName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the source index"},"operation":{"type":"string","required":true,"visibility":"user-or-llm","description":"Operation to perform: \\"copy\\" or \\"move\\""},"destination":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the destination index"},"scope":{"type":"json","required":false,"visibility":"user-or-llm","description":"Array of scopes to copy (only for \\"copy\\" operation): [\\"settings\\", \\"synonyms\\", \\"rules\\"]. 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Use operations like $set, $setOnce, $add, $append, $unset."},"dataResidency":{"type":"string","required":false,"visibility":"user-or-llm","description":"Data residency region: \\"us\\" (default) or \\"eu\\""}}},"amplitude_list_events":{"id":"amplitude_list_events","name":"Amplitude List Events","description":"List all event types in the Amplitude project with their weekly totals and unique counts.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude API Key"},"secretKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude Secret Key"},"dataResidency":{"type":"string","required":false,"visibility":"user-or-llm","description":"Data residency region: \\"us\\" (default) or \\"eu\\""}}},"amplitude_realtime_active_users":{"id":"amplitude_realtime_active_users","name":"Amplitude Real-time Active Users","description":"Get real-time active user counts at 5-minute granularity for the last 2 days.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude API Key"},"secretKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude Secret Key"},"dataResidency":{"type":"string","required":false,"visibility":"user-or-llm","description":"Data residency region: \\"us\\" (default) or \\"eu\\""}}},"amplitude_retention":{"id":"amplitude_retention","name":"Amplitude Retention","description":"Measure how many users return to perform an action after a starting action.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude API Key"},"secretKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude Secret Key"},"startEvent":{"type":"string","required":true,"visibility":"user-or-llm","description":"JSON starting event object, e.g. {\\"event_type\\":\\"_new\\"} or {\\"event_type\\":\\"_active\\"}"},"returnEvent":{"type":"string","required":true,"visibility":"user-or-llm","description":"JSON returning event object, e.g. {\\"event_type\\":\\"_all\\"} or {\\"event_type\\":\\"_active\\"}"},"start":{"type":"string","required":true,"visibility":"user-or-llm","description":"Start date in YYYYMMDD format"},"end":{"type":"string","required":true,"visibility":"user-or-llm","description":"End date in YYYYMMDD format"},"retentionMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Retention type: \\"bracket\\", \\"rolling\\", or \\"n-day\\" (default: n-day)"},"retentionBrackets":{"type":"string","required":false,"visibility":"user-or-llm","description":"Required when Retention Mode is \\"bracket\\". 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Not available for EU data-residency projects.","version":"1.0.0","params":{"secretKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude Secret Key"},"userId":{"type":"string","required":false,"visibility":"user-or-llm","description":"External user ID (required if no device_id)"},"deviceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Device ID (required if no user_id)"},"getAmpProps":{"type":"string","required":false,"visibility":"user-or-llm","description":"Include Amplitude user properties (true/false, default: false)"},"getCohortIds":{"type":"string","required":false,"visibility":"user-or-llm","description":"Include cohort IDs the user belongs to (true/false, default: false)"},"getComputations":{"type":"string","required":false,"visibility":"user-or-llm","description":"Include computed user properties (true/false, default: false)"}}},"amplitude_user_search":{"id":"amplitude_user_search","name":"Amplitude User Search","description":"Search for a user by User ID, Device ID, or Amplitude ID using the Dashboard REST API.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude API Key"},"secretKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude Secret Key"},"user":{"type":"string","required":true,"visibility":"user-or-llm","description":"User ID, Device ID, or Amplitude ID to search for"},"dataResidency":{"type":"string","required":false,"visibility":"user-or-llm","description":"Data residency region: \\"us\\" (default) or \\"eu\\""}}},"apify_get_dataset_items":{"id":"apify_get_dataset_items","name":"APIFY Get Dataset Items","description":"Retrieve items stored in an APIFY dataset","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"APIFY API token from console.apify.com/account#/integrations"},"datasetId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Dataset ID to read items from. 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Example: \\"HG7ML7M8z78YcAPEB\\""}}},"apify_run_actor_async":{"id":"apify_run_actor_async","name":"APIFY Run Actor (Async)","description":"Run an APIFY actor asynchronously with polling for long-running tasks","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"APIFY API token from console.apify.com/account#/integrations"},"actorId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Actor ID or username/actor-name. Examples: \\"apify/web-scraper\\", \\"janedoe/my-actor\\", \\"moJRLRc85AitArpNN\\""},"input":{"type":"string","required":false,"visibility":"user-or-llm","description":"Actor input as JSON string. Example: {\\"startUrls\\": [{\\"url\\": \\"https://example.com\\"}], \\"maxPages\\": 10}"},"waitForFinish":{"type":"number","required":false,"visibility":"user-or-llm","description":"Initial wait time in seconds (0-60) before polling starts. Example: 30"},"itemLimit":{"type":"number","required":false,"default":100,"visibility":"user-or-llm","description":"Max dataset items to fetch (1-250000). Default: 100. Example: 500"},"memory":{"type":"number","required":false,"visibility":"user-or-llm","description":"Memory in megabytes allocated for the actor run (128-32768). Example: 1024 for 1GB, 2048 for 2GB"},"timeout":{"type":"number","required":false,"visibility":"user-or-llm","description":"Timeout in seconds for the actor run. Example: 300 for 5 minutes, 3600 for 1 hour"},"build":{"type":"string","required":false,"visibility":"user-or-llm","description":"Actor build to run. Examples: \\"latest\\", \\"beta\\", \\"1.2.3\\", \\"build-tag-name\\""}}},"apify_run_actor_sync":{"id":"apify_run_actor_sync","name":"APIFY Run Actor (Sync)","description":"Run an APIFY actor synchronously and get results (max 5 minutes)","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"APIFY API token from console.apify.com/account#/integrations"},"actorId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Actor ID or username/actor-name. Examples: \\"apify/web-scraper\\", \\"janedoe/my-actor\\", \\"moJRLRc85AitArpNN\\""},"input":{"type":"string","required":false,"visibility":"user-or-llm","description":"Actor input as JSON string. Example: {\\"startUrls\\": [{\\"url\\": \\"https://example.com\\"}], \\"maxPages\\": 10}"},"memory":{"type":"number","required":false,"visibility":"user-or-llm","description":"Memory in megabytes allocated for the actor run (128-32768). Example: 1024 for 1GB, 2048 for 2GB"},"timeout":{"type":"number","required":false,"visibility":"user-or-llm","description":"Timeout in seconds for the actor run. Example: 300 for 5 minutes, 3600 for 1 hour"},"build":{"type":"string","required":false,"visibility":"user-or-llm","description":"Actor build to run. Examples: \\"latest\\", \\"beta\\", \\"1.2.3\\", \\"build-tag-name\\""}}},"apify_run_task":{"id":"apify_run_task","name":"APIFY Run Task","description":"Run a saved APIFY actor task synchronously and get dataset items (max 5 minutes)","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"APIFY API token from console.apify.com/account#/integrations"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Task ID or username/task-name. Examples: \\"janedoe/my-task\\", \\"moJRLRc85AitArpNN\\""},"input":{"type":"string","required":false,"visibility":"user-or-llm","description":"JSON string that overrides the task\'s saved input. Example: {\\"startUrls\\": [{\\"url\\": \\"https://example.com\\"}]}"},"itemLimit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Max dataset items to return (1-250000). Example: 500"},"memory":{"type":"number","required":false,"visibility":"user-or-llm","description":"Memory in megabytes allocated for the run (128-32768). Example: 1024 for 1GB"},"timeout":{"type":"number","required":false,"visibility":"user-or-llm","description":"Timeout in seconds for the run. Example: 300 for 5 minutes"},"build":{"type":"string","required":false,"visibility":"user-or-llm","description":"Actor build to run. Examples: \\"latest\\", \\"beta\\", \\"1.2.3\\""}}},"apollo_account_bulk_create":{"id":"apollo_account_bulk_create","name":"Apollo Bulk Create Accounts","description":"Create up to 100 accounts at once in your Apollo database. Set run_dedupe=true to deduplicate by domain, organization_id, and name. Master key required.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"accounts":{"type":"array","required":true,"visibility":"user-or-llm","description":"Array of accounts to create (max 100). 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Master key required.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"account_ids":{"type":"array","required":false,"visibility":"user-or-llm","description":"Array of account IDs to update with the same values (max 1000). Use with name/owner_id for uniform updates. Use either this OR account_attributes."},"name":{"type":"string","required":false,"visibility":"user-or-llm","description":"When using account_ids, apply this name to all accounts"},"owner_id":{"type":"string","required":false,"visibility":"user-or-llm","description":"When using account_ids, apply this owner to all accounts"},"account_stage_id":{"type":"string","required":false,"visibility":"user-or-llm","description":"When using account_ids, apply this account stage to all accounts"},"account_attributes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Array of account objects with individual updates (each must include id). Example: [{\\"id\\": \\"acc1\\", \\"name\\": \\"Acme\\", \\"owner_id\\": \\"u1\\", \\"account_stage_id\\": \\"s1\\", \\"typed_custom_fields\\": {\\"field_id\\": \\"value\\"}}]"},"async":{"type":"boolean","required":false,"visibility":"user-only","description":"When true, processes the update asynchronously. Only supported when using account_ids; returns 422 if used with account_attributes."}}},"apollo_account_create":{"id":"apollo_account_create","name":"Apollo Create Account","description":"Create a new account (company) in your Apollo database","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"Company name (e.g., \\"Acme Corporation\\")"},"domain":{"type":"string","required":false,"visibility":"user-or-llm","description":"Company domain without www. prefix (e.g., \\"acme.com\\")"},"phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary phone number for the account"},"owner_id":{"type":"string","required":false,"visibility":"user-only","description":"Apollo user ID of the account owner"},"account_stage_id":{"type":"string","required":false,"visibility":"user-only","description":"Apollo ID for the account stage to assign this account to"},"raw_address":{"type":"string","required":false,"visibility":"user-or-llm","description":"Corporate location (e.g., \\"San Francisco, CA, USA\\")"},"typed_custom_fields":{"type":"json","required":false,"visibility":"user-only","description":"Custom field values as { custom_field_id: value } map"}}},"apollo_account_search":{"id":"apollo_account_search","name":"Apollo Search Accounts","description":"Search your team\'s accounts in Apollo. Display limit: 50,000 records (100 records per page, 500 pages max). Use filters to narrow results. Master key required.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"q_organization_name":{"type":"string","required":false,"visibility":"user-or-llm","description":"Filter accounts by organization name (partial-match search)"},"account_stage_ids":{"type":"array","required":false,"visibility":"user-only","description":"Filter by account stage IDs"},"account_label_ids":{"type":"array","required":false,"visibility":"user-only","description":"Filter by account label IDs"},"sort_by_field":{"type":"string","required":false,"visibility":"user-or-llm","description":"Sort field: \\"account_last_activity_date\\", \\"account_created_at\\", or \\"account_updated_at\\""},"sort_ascending":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Sort ascending when true. Defaults to descending."},"page":{"type":"number","required":false,"visibility":"user-or-llm","description":"Page number for pagination (e.g., 1, 2, 3)"},"per_page":{"type":"number","required":false,"visibility":"user-or-llm","description":"Results per page, max 100 (e.g., 25, 50, 100)"}}},"apollo_account_update":{"id":"apollo_account_update","name":"Apollo Update Account","description":"Update an existing account in your Apollo database","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key"},"account_id":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the account to update (e.g., \\"acc_abc123\\")"},"name":{"type":"string","required":false,"visibility":"user-or-llm","description":"Company name (e.g., \\"Acme Corporation\\")"},"domain":{"type":"string","required":false,"visibility":"user-or-llm","description":"Company domain (e.g., \\"acme.com\\")"},"phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Company phone number"},"owner_id":{"type":"string","required":false,"visibility":"user-only","description":"Apollo user ID of the account owner"},"account_stage_id":{"type":"string","required":false,"visibility":"user-only","description":"Apollo ID for the account stage to assign this account to"},"raw_address":{"type":"string","required":false,"visibility":"user-or-llm","description":"Corporate location (e.g., \\"San Francisco, CA, USA\\")"},"typed_custom_fields":{"type":"json","required":false,"visibility":"user-only","description":"Custom field values as { custom_field_id: value } map"}}},"apollo_contact_bulk_create":{"id":"apollo_contact_bulk_create","name":"Apollo Bulk Create Contacts","description":"Create up to 100 contacts at once in your Apollo database. Supports deduplication to prevent creating duplicate contacts. Master key required.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"contacts":{"type":"array","required":true,"visibility":"user-or-llm","description":"Array of contacts to create (max 100). Each contact may include first_name, last_name, email, title, organization_name, account_id, owner_id, contact_stage_id, linkedin_url, phone (single string) or phone_numbers (array of {raw_number, position}), contact_emails, typed_custom_fields, and CRM IDs (salesforce_contact_id, hubspot_id, team_id) for cross-system matching"},"append_label_names":{"type":"array","required":false,"visibility":"user-or-llm","description":"Label names to add to all contacts in this request (e.g., [\\"Hot Lead\\"])"},"run_dedupe":{"type":"boolean","required":false,"visibility":"user-only","description":"Enable deduplication to prevent creating duplicate contacts. When true, existing contacts are returned without modification"}}},"apollo_contact_bulk_update":{"id":"apollo_contact_bulk_update","name":"Apollo Bulk Update Contacts","description":"Update up to 100 existing contacts at once in your Apollo database. Each contact must include an id field. Master key required.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"contact_ids":{"type":"array","required":false,"visibility":"user-or-llm","description":"Array of contact IDs to update. Must be paired with an object-form contact_attributes specifying the fields to apply uniformly to all listed contacts."},"contact_attributes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Required. Either an array of per-contact updates (each with id) — used standalone — or a single object of attributes to apply to all contact_ids. Supported fields: owner_id, email, organization_name, title, first_name, last_name, account_id, present_raw_address, linkedin_url, typed_custom_fields"},"async":{"type":"boolean","required":false,"visibility":"user-only","description":"Force asynchronous processing. Automatically enabled for >100 contacts"}}},"apollo_contact_create":{"id":"apollo_contact_create","name":"Apollo Create Contact","description":"Create a new contact in your Apollo database","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key"},"first_name":{"type":"string","required":true,"visibility":"user-or-llm","description":"First name of the contact"},"last_name":{"type":"string","required":true,"visibility":"user-or-llm","description":"Last name of the contact"},"email":{"type":"string","required":false,"visibility":"user-or-llm","description":"Email address of the contact"},"title":{"type":"string","required":false,"visibility":"user-or-llm","description":"Job title (e.g., \\"VP of Sales\\", \\"Software Engineer\\")"},"account_id":{"type":"string","required":false,"visibility":"user-or-llm","description":"Apollo account ID to associate with (e.g., \\"acc_abc123\\")"},"owner_id":{"type":"string","required":false,"visibility":"user-only","description":"User ID of the contact owner (accepted by Apollo but not officially documented for POST /contacts)"},"organization_name":{"type":"string","required":false,"visibility":"user-or-llm","description":"Name of the contact\'s employer (e.g., \\"Apollo\\")"},"website_url":{"type":"string","required":false,"visibility":"user-or-llm","description":"Corporate website URL (e.g., \\"https://www.apollo.io/\\")"},"label_names":{"type":"array","required":false,"visibility":"user-or-llm","description":"Lists/labels to add the contact to (e.g., [\\"Prospects\\"])"},"contact_stage_id":{"type":"string","required":false,"visibility":"user-or-llm","description":"Apollo ID for the contact stage"},"present_raw_address":{"type":"string","required":false,"visibility":"user-or-llm","description":"Personal location for the contact (e.g., \\"Atlanta, United States\\")"},"direct_phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary phone number"},"corporate_phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Work/office phone number"},"mobile_phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Mobile phone number"},"home_phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Home phone number"},"other_phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Alternative phone number"},"typed_custom_fields":{"type":"json","required":false,"visibility":"user-or-llm","description":"Custom field values keyed by custom field ID"},"run_dedupe":{"type":"boolean","required":false,"visibility":"user-only","description":"When true, Apollo deduplicates against existing contacts"}}},"apollo_contact_search":{"id":"apollo_contact_search","name":"Apollo Search Contacts","description":"Search your team\'s contacts in Apollo","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key"},"q_keywords":{"type":"string","required":false,"visibility":"user-or-llm","description":"Keywords to search for"},"contact_stage_ids":{"type":"array","required":false,"visibility":"user-only","description":"Filter by contact stage IDs"},"contact_label_ids":{"type":"array","required":false,"visibility":"user-only","description":"Filter by Apollo label IDs (lists)"},"sort_by_field":{"type":"string","required":false,"visibility":"user-only","description":"Sort field: contact_last_activity_date, contact_email_last_opened_at, contact_email_last_clicked_at, contact_created_at, or contact_updated_at"},"sort_ascending":{"type":"boolean","required":false,"visibility":"user-only","description":"When true, sort ascending. Must be used together with sort_by_field"},"page":{"type":"number","required":false,"visibility":"user-or-llm","description":"Page number for pagination (e.g., 1, 2, 3)"},"per_page":{"type":"number","required":false,"visibility":"user-or-llm","description":"Results per page, max 100 (e.g., 25, 50, 100)"}}},"apollo_contact_update":{"id":"apollo_contact_update","name":"Apollo Update Contact","description":"Update an existing contact in your Apollo database","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key"},"contact_id":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the contact to update (e.g., \\"con_abc123\\")"},"first_name":{"type":"string","required":false,"visibility":"user-or-llm","description":"First name of the contact"},"last_name":{"type":"string","required":false,"visibility":"user-or-llm","description":"Last name of the contact"},"email":{"type":"string","required":false,"visibility":"user-or-llm","description":"Email address"},"title":{"type":"string","required":false,"visibility":"user-or-llm","description":"Job title (e.g., \\"VP of Sales\\", \\"Software Engineer\\")"},"account_id":{"type":"string","required":false,"visibility":"user-or-llm","description":"Apollo account ID (e.g., \\"acc_abc123\\")"},"owner_id":{"type":"string","required":false,"visibility":"user-only","description":"User ID of the contact owner (accepted by Apollo but not officially documented for PATCH /contacts/{id})"},"organization_name":{"type":"string","required":false,"visibility":"user-or-llm","description":"Name of the contact\'s employer (e.g., \\"Apollo\\")"},"website_url":{"type":"string","required":false,"visibility":"user-or-llm","description":"Corporate website URL (e.g., \\"https://www.apollo.io/\\")"},"label_names":{"type":"array","required":false,"visibility":"user-or-llm","description":"Lists/labels to add the 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Requires the candidatesWrite permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"applicationId":{"type":"string","required":true,"visibility":"user-or-llm","description":"UUID of the application whose source should change"},"sourceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the source to attribute the application to, as returned by List Sources. Omit only when unsetSource is true."},"unsetSource":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Set true to deliberately clear the application source. Required to unset, so that a missing or empty sourceId cannot wipe attribution by accident."}}},"ashby_change_application_stage":{"id":"ashby_change_application_stage","name":"Ashby Change Application Stage","description":"Moves an application to a different interview stage. Requires an archive reason when moving to an Archived stage.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"applicationId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the application to update the stage of"},"interviewStageId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the interview stage to move the application to"},"archiveReasonId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Archive reason UUID. Required when moving to an Archived stage, ignored otherwise"}}},"ashby_create_application":{"id":"ashby_create_application","name":"Ashby Create Application","description":"Creates a new application for a candidate on a job. Optionally specify interview plan, stage, source, and credited user.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"candidateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the candidate to consider for the job"},"jobId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the job to consider the candidate for"},"interviewPlanId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the interview plan to use (defaults to the job default plan)"},"interviewStageId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the interview stage to place the application in (defaults to first Lead stage)"},"sourceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the source to set on the application"},"creditedToUserId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the user the application is credited to"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"ISO 8601 timestamp to set as the application creation date (defaults to now)"}}},"ashby_create_candidate":{"id":"ashby_create_candidate","name":"Ashby Create Candidate","description":"Creates a new candidate record in Ashby.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"The candidate full name"},"email":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary email address for the candidate"},"phoneNumber":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary phone number for the candidate"},"linkedInUrl":{"type":"string","required":false,"visibility":"user-or-llm","description":"LinkedIn profile URL"},"githubUrl":{"type":"string","required":false,"visibility":"user-or-llm","description":"GitHub profile URL"},"website":{"type":"string","required":false,"visibility":"user-or-llm","description":"Personal website URL"},"sourceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the source to attribute the candidate to"},"creditedToUserId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the Ashby user to credit with sourcing this candidate"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"Backdated creation timestamp in ISO 8601 (e.g. 2024-01-01T00:00:00Z). Defaults to now."},"alternateEmailAddresses":{"type":"json","required":false,"visibility":"user-or-llm","description":"Array of additional email address strings to add to the candidate, e.g. [\\"a@x.com\\",\\"b@y.com\\"]"}}},"ashby_create_note":{"id":"ashby_create_note","name":"Ashby Create Note","description":"Creates a note on a candidate in Ashby. Supports plain text and HTML content (bold, italic, underline, links, lists, code).","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"candidateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the candidate to add the note to"},"note":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note content. If noteType is text/html, supports: , , , ,