diff --git a/apps/docs/content/docs/integrations/knowledge.mdx b/apps/docs/content/docs/integrations/knowledge.mdx index f1be279b661..7f125115e42 100644 --- a/apps/docs/content/docs/integrations/knowledge.mdx +++ b/apps/docs/content/docs/integrations/knowledge.mdx @@ -39,7 +39,9 @@ Search for similar content in a knowledge base using vector similarity | Parameter | Type | Required | Description | | --------- | ---- | -------- | ----------- | -| `knowledgeBaseId` | string | Yes | ID of the knowledge base to search in | +| `knowledgeBaseId` | string | No | ID of the knowledge base to search in. Optional only when folderPath is supplied: provide either knowledgeBaseId or folderPath. | +| `folderPath` | string | No | Search every knowledge base in this folder, resolved when the workflow runs so a knowledge base added later is included. Provide either folderPath or knowledgeBaseId. Canonical folder path, percent-encoded, e.g. "/Support/Tier%201". The workspace root is "/". | +| `folderIncludeSubfolders` | boolean | No | Extend the folder scope to its subfolders. Off by default, so a folder means only the knowledge bases directly inside it. | | `query` | string | No | Search query text \(optional when using tag filters\) | | `topK` | number | No | Number of most similar results to return \(1-100\) | | `tagFilters` | array | No | Array of tag filters with tagName and tagValue properties | @@ -429,4 +431,79 @@ Trigger a manual sync for a knowledge base connector | `connectorId` | string | ID of the connector that was synced | | `message` | string | Status message from the sync trigger | +### List Knowledge Folders + +List what is inside a knowledge folder: its subfolders and its knowledge bases together. Lists direct children by default; set Recursive to walk the whole subtree. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `path` | string | No | Folder to list. Omit to list from the workspace root. Canonical folder path, percent-encoded, e.g. "/Reports/Q3%20Results". The workspace root is "/". | +| `recursive` | boolean | No | List everything beneath the path rather than only its direct children. Each entry carries its depth below the listed folder. | +| `depth` | number | No | Deepest level to include when recursive, counted from the listed folder. 1 is direct children. | +| `search` | string | No | Case-insensitive substring match against an entry name. Filters the result, so a deep match is still reported even when its parent folders do not match. | +| `limit` | number | No | Most entries to return, 200 by default. A listing cut short comes back with truncated set. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `path` | string | The folder that was listed. | +| `entries` | array | What the folder holds. Each entry has kind "folder" or "knowledge_base", a name, and its depth below the listed folder. A folder carries its own canonical path; a knowledge base carries its id, description, document and token counts, and the canonical path of the folder holding it. | +| `truncated` | boolean | True when the limit cut the listing short, so more entries exist. | + +### Create Knowledge Folder + +Create a knowledge folder at a path. Parent folders are created as needed. Fails if a folder already exists at the path. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `path` | string | Yes | Path of the folder to create. Canonical folder path, percent-encoded, e.g. "/Reports/Q3%20Results". The workspace root is "/". | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `folder` | object | The created folder, with its id, name, canonical path, parent path, and timestamps. | + +### Move Knowledge Folder + +Move or rename a knowledge folder by giving its full destination path. Everything inside the folder moves with it. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `path` | string | Yes | Folder to move. Canonical folder path, percent-encoded, e.g. "/Reports/Q3%20Results". The workspace root is "/". | +| `destinationPath` | string | Yes | Full path the folder should have afterwards. Renaming is a destination whose parent is unchanged. Canonical folder path, percent-encoded, e.g. "/Reports/Q3%20Results". The workspace root is "/". | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `folder` | object | The folder at its new path. | +| `previousPath` | string | The path the folder had before the move. | + +### Delete Knowledge Folder + +Delete a knowledge folder. Deleting a folder that still has contents requires the recursive option. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `path` | string | Yes | Folder to delete. Canonical folder path, percent-encoded, e.g. "/Reports/Q3%20Results". The workspace root is "/". | +| `recursive` | boolean | No | Also delete the folder’s nested folders and knowledge bases. Without it, deleting a non-empty folder fails. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `path` | string | The folder that was deleted. | +| `deleted` | boolean | Always true when the operation succeeded. | +| `deletedItems` | object | Counts of the folders and knowledge bases deleted alongside it. | + diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/knowledge-base-selector/knowledge-base-selector.tsx b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/knowledge-base-selector/knowledge-base-selector.tsx index 521e70eb7ae..57d2d6eb242 100644 --- a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/knowledge-base-selector/knowledge-base-selector.tsx +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/knowledge-base-selector/knowledge-base-selector.tsx @@ -6,9 +6,13 @@ import { X } from '@sim/emcn/icons' import { useQueries } from '@tanstack/react-query' import { useParams } from 'next/navigation' import { PackageSearchIcon } from '@/components/icons' +import { ROOT_FOLDER_PATH } from '@/lib/folders/paths' +import { collectFolderDepths } from '@/lib/folders/subtree' import type { KnowledgeBaseData } from '@/lib/knowledge/types' import { formatDisplayText } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/formatted-text' +import { readFolderPath } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/sim-folder-tree-selector/selection' import { getWorkflowSearchLabelHighlight } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/workflow-search-highlight' +import { useResourceFolders } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/hooks/use-resource-folders' import { useSubBlockValue } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/hooks/use-sub-block-value' import { useActiveSearchTarget } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/providers/active-search-target-provider' import type { SubBlockConfig } from '@/blocks/types' @@ -25,6 +29,11 @@ interface KnowledgeBaseSelectorProps { onKnowledgeBaseSelect?: (knowledgeBaseId: string | string[]) => void isPreview?: boolean previewValue?: string | null + /** + * A sibling folder field that narrows what this picker offers, and the switch + * saying whether that scope descends. See `SubBlockConfig.folderScope`. + */ + folderScope?: NonNullable } export function KnowledgeBaseSelector({ @@ -34,6 +43,7 @@ export function KnowledgeBaseSelector({ onKnowledgeBaseSelect, isPreview = false, previewValue, + folderScope, }: KnowledgeBaseSelectorProps) { const activeSearchTarget = useActiveSearchTarget() const params = useParams() @@ -81,10 +91,106 @@ export function KnowledgeBaseSelector({ })), }) + /* + * A sibling folder field narrows what this picker offers. Choosing a folder + * means the run only searches that folder, so listing knowledge bases from + * anywhere else would let a selection be built that the operation then + * ignores — the picker has to describe the same set the run will read. + * + * Falling back to this control's own id keeps the hook call unconditional for + * a picker with no folder scope; its own value is never a folder path, so the + * scope reads as absent. + */ + const resourceFolders = useResourceFolders(workspaceId, 'knowledge_base') + const [folderScopeValue] = useSubBlockValue(blockId, folderScope?.fieldId ?? subBlock.id) + /* + * The advanced half of the same canonical pair. Only one half is ever filled — + * whichever mode the field is in — so reading just the basic id would see an + * empty value for an advanced-mode user and drop the scope entirely. + */ + const [manualFolderScopeValue] = useSubBlockValue( + blockId, + folderScope?.manualFieldId ?? folderScope?.fieldId ?? subBlock.id + ) + const [folderScopeRecursive] = useSubBlockValue( + blockId, + folderScope?.recursiveFieldId ?? subBlock.id + ) + /* + * `readFolderPath` is the shared parser the block's own params transformer + * uses. Reading the raw string here instead would miss the legacy array and + * JSON-array forms a persisted value can still take, and the picker would + * then scope differently from the run. + */ + const folderScopePath = folderScope + ? readFolderPath(folderScopeValue) || readFolderPath(manualFolderScopeValue) + : '' + const folderScopeIncludesSubfolders = + folderScopeRecursive === true || folderScopeRecursive === 'true' + + /** + * The folder ids the scope covers, walked through `parentId` rather than + * compared as path strings — a folder genuinely named `Q3/Q4` is one level in + * either spelling and only a parent walk sees that. An unresolvable path + * covers nothing, which reads as an empty picker rather than an unfiltered + * one. + */ + const folderScopeState = useMemo((): + | { kind: 'none' } + | { kind: 'pending' } + | { kind: 'unresolved' } + | { kind: 'resolved'; ids: Set } => { + if (!folderScopePath || folderScopePath === ROOT_FOLDER_PATH) return { kind: 'none' } + /* + * Loading is not the same as empty. The knowledge-base query can resolve + * while the folder query is still in flight, and treating that window as an + * empty scope makes every selection look out of scope — which the cleanup + * below would act on and erase. + */ + if (resourceFolders.isLoading) return { kind: 'pending' } + const root = resourceFolders.byPath.get(folderScopePath) + if (!root) return { kind: 'unresolved' } + const ids = new Set([root.id]) + if (folderScopeIncludesSubfolders) { + for (const id of collectFolderDepths(resourceFolders.folders, root.id).keys()) ids.add(id) + } + return { kind: 'resolved', ids } + }, [folderScopePath, folderScopeIncludesSubfolders, resourceFolders]) + + /** + * Whether a knowledge base survives the folder scope. + * + * `pending` offers everything rather than flashing an empty picker while the + * folder query lands; `unresolved` offers nothing, because a path that names + * no folder selects no knowledge bases. + */ + const isInFolderScope = useCallback( + (knowledgeBase: { folderId: string | null }) => { + switch (folderScopeState.kind) { + case 'none': + case 'pending': + return true + case 'unresolved': + return false + case 'resolved': + return knowledgeBase.folderId !== null && folderScopeState.ids.has(knowledgeBase.folderId) + } + }, + [folderScopeState] + ) + const combinedKnowledgeBases = useMemo(() => { const merged = new Map() - knowledgeBases.forEach((kb) => merged.set(kb.id, kb)) + knowledgeBases.forEach((kb) => { + if (isInFolderScope(kb)) merged.set(kb.id, kb) + }) + /* + * An already-chosen knowledge base stays listed even when the folder scope + * excludes it, or its chip loses its label. It is not silently dropped + * either: a picked knowledge base is what the run searches, the card + * sentence names it, and the Folder field says so. + */ selectedKnowledgeBaseQueries.forEach((query) => { if (query.data) { merged.set(query.data.id, query.data) @@ -92,7 +198,7 @@ export function KnowledgeBaseSelector({ }) return Array.from(merged.values()) - }, [knowledgeBases, selectedKnowledgeBaseQueries]) + }, [knowledgeBases, selectedKnowledgeBaseQueries, isInFolderScope]) /** * Display names, with the folder path appended when two knowledge bases share diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/sub-block-password.test.tsx b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/sub-block-password.test.tsx index d1e7b0c915b..6faf2eb55e9 100644 --- a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/sub-block-password.test.tsx +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/sub-block-password.test.tsx @@ -67,6 +67,7 @@ vi.mock( ScheduleInfo: stubInput('schedule-info'), SelectorInput: stubInput('selector-input'), ShortInput: stubInput('short-input'), + SimFolderTreeSelector: stubInput('sim-folder-tree-selector'), SkillInput: stubInput('skill-input'), SliderInput: stubInput('slider-input'), SortBuilder: stubInput('sort-builder'), diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/sub-block.tsx b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/sub-block.tsx index 78ed22c32af..a24c80c33dd 100644 --- a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/sub-block.tsx +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/sub-block.tsx @@ -976,6 +976,7 @@ function SubBlockComponent({ blockId={blockId} subBlock={config} disabled={isDisabled} + folderScope={config.folderScope} isPreview={isPreview} previewValue={previewValue as any} /> diff --git a/apps/sim/blocks/blocks/knowledge-folders.test.ts b/apps/sim/blocks/blocks/knowledge-folders.test.ts new file mode 100644 index 00000000000..2b7bf3ab77a --- /dev/null +++ b/apps/sim/blocks/blocks/knowledge-folders.test.ts @@ -0,0 +1,342 @@ +/** + * @vitest-environment node + */ +import { describe, expect, it } from 'vitest' +import { + knowledgeCreateFolderBodySchema, + knowledgeDeleteFolderBodySchema, + knowledgeListFoldersBodySchema, + knowledgeUpdateFolderBodySchema, +} from '@/lib/api/contracts/knowledge/folders' +import { KnowledgeBlock } from '@/blocks/blocks/knowledge' + +/* + * The block's params transformer feeds the tool dispatch directly, so its output + * has to satisfy the same schemas the dispatch validates against. Testing the + * two separately is what let a blank text field ship as '' — a value the + * contract rejects as a malformed path rather than reading as "not supplied". + * + * Every folder field is a canonical pair, so these pass the CANONICAL id + * (`folderRef`, not `folderPath`): the serializer deletes the subblock ids and + * republishes whichever member is active under the canonical one. + */ +function paramsFor(operation: string, extra: Record = {}) { + const transform = KnowledgeBlock.tools.config?.params + if (!transform) throw new Error('knowledge has no params transformer') + return transform({ operation, _context: { workspaceId: 'ws-1' }, ...extra }) +} + +describe('knowledge folder operations produce contract-valid tool input', () => { + it('omits a blank optional path instead of sending an empty string', () => { + const params = paramsFor('list_folders', { + folderRef: '', + folderSearch: '', + folderRecursive: false, + }) + + expect(params.path).toBeUndefined() + expect(params.search).toBeUndefined() + expect(knowledgeListFoldersBodySchema.safeParse(params).success).toBe(true) + }) + + it('accepts a switch set as the string a subblock can emit', () => { + expect(paramsFor('list_folders', { folderRecursive: 'true' }).recursive).toBe(true) + expect( + paramsFor('delete_folder', { folderRef: '/A', deleteFolderRecursive: 'true' }).recursive + ).toBe(true) + }) + + it('coerces a typed depth and limit to numbers', () => { + const params = paramsFor('list_folders', { + folderRecursive: true, + folderDepth: '3', + folderLimit: '25', + }) + + expect(params.depth).toBe(3) + expect(params.limit).toBe(25) + expect(knowledgeListFoldersBodySchema.safeParse(params).success).toBe(true) + }) + + /* + * Depth without recursion silently returned a shallower answer than asked for. + * The contract refuses the pair, and the Max Depth field is gated on the + * switch so the editor cannot build it either. + */ + it('refuses a whitespace-only search rather than reading it as no search', () => { + const params = paramsFor('list_folders', { folderSearch: ' ' }) + + expect(knowledgeListFoldersBodySchema.safeParse(params).success).toBe(true) + expect(knowledgeListFoldersBodySchema.safeParse({ ...params, search: ' ' }).success).toBe( + false + ) + }) + + it('refuses a depth that would be silently ignored', () => { + const params = paramsFor('list_folders', { folderDepth: '3' }) + + expect(knowledgeListFoldersBodySchema.safeParse(params).success).toBe(false) + }) + + describe('create composes a path from a parent and a name', () => { + it('encodes the typed name', () => { + const params = paramsFor('create_folder', { + createParentRef: '/Support', + folderName: 'Tier 1', + }) + + expect(params.path).toBe('/Support/Tier%201') + expect(knowledgeCreateFolderBodySchema.safeParse(params).success).toBe(true) + }) + + it('creates at the workspace root when no parent is picked', () => { + expect(paramsFor('create_folder', { folderName: 'Support' }).path).toBe('/Support') + expect(paramsFor('create_folder', { createParentRef: '/', folderName: 'Support' }).path).toBe( + '/Support' + ) + }) + + /* + * The path trap. A folder genuinely named `Q3/Q4` is ONE level, so the name + * is encoded rather than allowed to split the path into two. + */ + it('encodes a name containing a slash rather than splitting on it', () => { + const params = paramsFor('create_folder', { + createParentRef: '/Reports', + folderName: 'Q3/Q4', + }) + + expect(params.path).toBe('/Reports/Q3%2FQ4') + expect(knowledgeCreateFolderBodySchema.safeParse(params).success).toBe(true) + }) + + it('sends no path at all when the name is blank', () => { + const params = paramsFor('create_folder', { createParentRef: '/Support', folderName: ' ' }) + + expect(params.path).toBeUndefined() + expect(knowledgeCreateFolderBodySchema.safeParse(params).success).toBe(false) + }) + }) + + describe('move composes a destination that does not exist yet', () => { + it('moves into a folder, carrying the source name', () => { + const params = paramsFor('update_folder', { + folderRef: '/Support/Tier1', + destinationParentRef: '/Archive', + }) + + expect(params).toMatchObject({ path: '/Support/Tier1', destinationPath: '/Archive/Tier1' }) + expect(knowledgeUpdateFolderBodySchema.safeParse(params).success).toBe(true) + }) + + it('moves to the workspace root when no parent is picked', () => { + expect(paramsFor('update_folder', { folderRef: '/Support/Tier1' }).destinationPath).toBe( + '/Tier1' + ) + }) + + it('preserves a source name that already contains an encoded slash', () => { + const params = paramsFor('update_folder', { + folderRef: '/Reports/Q3%2FQ4', + destinationParentRef: '/Archive', + }) + + expect(params.destinationPath).toBe('/Archive/Q3%2FQ4') + expect(knowledgeUpdateFolderBodySchema.safeParse(params).success).toBe(true) + }) + }) + + it('sends the delete guard off unless it was turned on', () => { + expect(paramsFor('delete_folder', { folderRef: '/Support' })).toMatchObject({ + path: '/Support', + recursive: false, + }) + expect( + knowledgeDeleteFolderBodySchema.safeParse( + paramsFor('delete_folder', { folderRef: '/Support' }) + ).success + ).toBe(true) + }) + + it('never asks a folder operation for a knowledge base', () => { + for (const operation of ['list_folders', 'create_folder', 'update_folder', 'delete_folder']) { + expect(() => paramsFor(operation, { folderRef: '/A', folderName: 'A' })).not.toThrow() + } + }) +}) + +describe('a folder scopes search', () => { + it('sends the folder when no knowledge base is picked', () => { + const params = paramsFor('search', { searchFolderRef: '/Support', query: 'answer' }) + + expect(params.folderPath).toBe('/Support') + expect(params.knowledgeBaseId).toBeUndefined() + }) + + /* + * Absent already means "this folder only", so only the on case travels — the + * inverse of the File block, where a read scope descends unless told not to. + */ + it('says nothing about subfolders unless they were asked for', () => { + expect( + paramsFor('search', { searchFolderRef: '/Support', query: 'q' }).folderIncludeSubfolders + ).toBeUndefined() + expect( + paramsFor('search', { + searchFolderRef: '/Support', + searchFolderIncludeSubfolders: 'true', + query: 'q', + }).folderIncludeSubfolders + ).toBe(true) + }) + + /* + * Root is the absence of a selection, not a value: the tree offers no root + * row, and "the whole workspace" is what the unfiltered picker already covers. + * The error says so rather than claiming no folder was supplied, because one + * was. + */ + it('reads the workspace root as no scope at all, and says why', () => { + expect(() => paramsFor('search', { searchFolderRef: '/', query: 'q' })).toThrow( + 'The workspace root is not a folder scope' + ) + }) + + /* + * The picker only offers that folder's knowledge bases, so a picked one is the + * narrower answer. Sending both would search the whole folder AND the pick — + * wider than either, and the opposite of what the Folder field says it does. + */ + it('drops the folder once a knowledge base is picked, rather than sending both', () => { + const params = paramsFor('search', { + searchFolderRef: '/Support', + knowledgeBaseId: 'kb-1', + query: 'q', + }) + + expect(params.knowledgeBaseId).toBe('kb-1') + expect(params.folderPath).toBeUndefined() + }) + + it('refuses a search with neither a knowledge base nor a folder', () => { + expect(() => paramsFor('search', { query: 'q' })).toThrow( + 'knowledge base or a folder is required' + ) + }) + + it('still requires a knowledge base on every other operation', () => { + expect(() => paramsFor('list_documents', {})).toThrow('Knowledge base ID is required') + }) +}) + +/* + * The picker has to describe the same set the run reads, or a user can build a + * selection the operation then ignores. That wiring is config, and getting it + * wrong is silent. + */ +describe('the knowledge base picker is scoped by the folder beside it', () => { + it('follows the folder', () => { + const picker = KnowledgeBlock.subBlocks.find( + (subBlock) => subBlock.id === 'knowledgeBaseSelector' + ) + + expect(picker?.folderScope).toEqual({ + fieldId: 'searchFolder', + manualFieldId: 'manualSearchFolder', + recursiveFieldId: 'searchFolderIncludeSubfolders', + }) + }) + + /* + * Only one half of a canonical pair is ever filled. Naming just the basic id + * would read as "no folder" for an advanced-mode user and the picker would + * offer knowledge bases the folder excludes. + */ + it('names both halves of the folder pair so advanced mode still narrows', () => { + const picker = KnowledgeBlock.subBlocks.find( + (subBlock) => subBlock.id === 'knowledgeBaseSelector' + ) + const pair = KnowledgeBlock.subBlocks + .filter((subBlock) => subBlock.canonicalParamId === 'searchFolderRef') + .map((subBlock) => subBlock.id) + .sort() + + expect(pair).toEqual(['manualSearchFolder', 'searchFolder']) + expect([picker?.folderScope?.fieldId, picker?.folderScope?.manualFieldId].sort()).toEqual(pair) + }) + + /* + * A folder that renders below the picker it narrows reads as a second choice + * rather than a filter, so the order is load-bearing. + */ + it('puts the folder above the knowledge base picker', () => { + const ids = KnowledgeBlock.subBlocks.map((subBlock) => subBlock.id) + + expect(ids.indexOf('searchFolder')).toBeLessThan(ids.indexOf('knowledgeBaseSelector')) + expect(ids.indexOf('manualSearchFolder')).toBeLessThan(ids.indexOf('knowledgeBaseSelector')) + }) + + /* + * Conditions read raw subblock values, never canonical param ids, so a guard + * naming `searchFolderRef` matches nothing and the control renders always. + */ + it('hides Include Subfolders until a folder is set, in either mode', () => { + const subfolders = KnowledgeBlock.subBlocks.find( + (subBlock) => subBlock.id === 'searchFolderIncludeSubfolders' + ) + const resolve = (values: Record) => + typeof subfolders?.condition === 'function' ? subfolders.condition(values) : undefined + + expect(resolve({})?.and).toMatchObject({ field: 'searchFolder', value: '', not: true }) + expect(resolve({ manualSearchFolder: '/Support' })?.and).toMatchObject({ + field: 'manualSearchFolder', + value: '', + not: true, + }) + }) + + it('offers the folder only where it is a scope', () => { + const folder = KnowledgeBlock.subBlocks.find((subBlock) => subBlock.id === 'searchFolder') + + expect(folder?.condition).toEqual({ field: 'operation', value: 'search' }) + }) + + it('routes every folder field through the one tree control, each with a manual twin', () => { + const pickers = KnowledgeBlock.subBlocks.filter( + (subBlock) => subBlock.type === 'sim-folder-tree-selector' + ) + + expect(pickers.map((subBlock) => subBlock.id).sort()).toEqual([ + 'createParentPath', + 'destinationParentPath', + 'folderPath', + 'searchFolder', + ]) + for (const picker of pickers) { + expect(picker.resourceType).toBe('knowledge_base') + const pair = KnowledgeBlock.subBlocks.filter( + (subBlock) => subBlock.canonicalParamId === picker.canonicalParamId + ) + expect(pair).toHaveLength(2) + expect(pair.map((subBlock) => subBlock.mode).sort()).toEqual(['advanced', 'basic']) + } + }) + + it('leaves the knowledge base optional on search, where a folder can stand for it', () => { + for (const id of ['knowledgeBaseSelector', 'manualKnowledgeBaseId']) { + const required = KnowledgeBlock.subBlocks.find((subBlock) => subBlock.id === id)?.required + expect(required).toMatchObject({ field: 'operation' }) + expect((required as { value: string[] }).value).not.toContain('search') + } + }) + + it('hides the knowledge base picker on the folder operations', () => { + const condition = KnowledgeBlock.subBlocks.find( + (subBlock) => subBlock.id === 'knowledgeBaseSelector' + )?.condition as { value: string[] } + + for (const operation of ['list_folders', 'create_folder', 'update_folder', 'delete_folder']) { + expect(condition.value).not.toContain(operation) + } + }) +}) diff --git a/apps/sim/blocks/blocks/knowledge.ts b/apps/sim/blocks/blocks/knowledge.ts index 705067951eb..3b3ccf604a0 100644 --- a/apps/sim/blocks/blocks/knowledge.ts +++ b/apps/sim/blocks/blocks/knowledge.ts @@ -1,16 +1,122 @@ import { isPlainRecord } from '@sim/utils/object' import { PackageSearchIcon } from '@/components/icons' +import { MAX_KNOWLEDGE_LIST_LIMIT } from '@/lib/api/contracts/knowledge/folders' +import { + encodeFolderPathSegment, + MAX_FOLDER_PATH_SEGMENTS, + ROOT_FOLDER_PATH, +} from '@/lib/folders/paths' import { DEFAULT_RERANKER_MODEL, SUPPORTED_RERANKER_MODELS } from '@/lib/knowledge/reranker-models' +import { readFolderPath } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/sim-folder-tree-selector/selection' import type { BlockConfig } from '@/blocks/types' -import { getCohereRerankerApiKeyCondition } from '@/blocks/utils' +import { getCohereRerankerApiKeyCondition, parseOptionalNumberInput } from '@/blocks/utils' -/* +/** * Canonical basic/advanced pairs, shared by the card sentences below. Listing * both members is what keeps the sentence working for an advanced-mode user, * who has only the manual field filled. */ const KNOWLEDGE_BASE_FIELD = ['knowledgeBaseSelector', 'manualKnowledgeBaseId'] as const const DOCUMENT_FIELD = ['documentSelector', 'documentId'] as const +const SEARCH_FOLDER_FIELD = ['searchFolder', 'manualSearchFolder'] as const +/** + * Search takes either a knowledge base or a folder standing for the knowledge + * bases inside it, so the clause names whichever one the card actually carries. + */ +const SEARCH_TARGET_FIELD = [...KNOWLEDGE_BASE_FIELD, ...SEARCH_FOLDER_FIELD] as const +const FOLDER_FIELD = ['folderPath', 'manualFolderPath'] as const +const CREATE_PARENT_FIELD = ['createParentPath', 'manualCreateParentPath'] as const +const DESTINATION_PARENT_FIELD = ['destinationParentPath', 'manualDestinationParentPath'] as const + +/** The operations that address a knowledge base. The folder operations do not. */ +const KNOWLEDGE_BASE_OPERATIONS = [ + 'search', + 'list_documents', + 'get_document', + 'create_document', + 'upsert_document', + 'delete_document', + 'list_chunks', + 'upload_chunk', + 'update_chunk', + 'delete_chunk', + 'list_tags', + 'list_connectors', + 'get_connector', + 'trigger_sync', +] as const + +/** + * Search is absent: a folder alone is a valid target there, so requiring a + * knowledge base would reject a well-formed folder-scoped search. + */ +const KNOWLEDGE_BASE_REQUIRED_OPERATIONS = KNOWLEDGE_BASE_OPERATIONS.filter( + (operation) => operation !== 'search' +) + +const FOLDER_OPERATIONS = [ + 'list_folders', + 'create_folder', + 'update_folder', + 'delete_folder', +] as const + +/** + * The folder field, and the switch saying how deep it reaches, as the knowledge + * base picker beside it needs them: a picker offering knowledge bases outside + * the chosen folder would let a selection be built that the run then ignores. + */ +const SEARCH_FOLDER_SCOPE = { + fieldId: 'searchFolder', + /* + * The advanced half of the same canonical pair. Naming only the basic field + * would read as "no folder" for anyone typing a path in advanced mode, and the + * picker would then offer knowledge bases the folder excludes. + */ + manualFieldId: 'manualSearchFolder', + recursiveFieldId: 'searchFolderIncludeSubfolders', +} as const + +/** + * An untouched text subblock arrives as '', not undefined, and '' is not a + * canonical folder path — so an omitted optional path has to be normalized away + * rather than forwarded. A switch arrives as either a boolean or the string + * 'true' depending on how it was set. + */ +function optionalText(value: unknown): string | undefined { + return typeof value === 'string' && value.trim() !== '' ? value.trim() : undefined +} + +function switchValue(value: unknown, fallback = false): boolean { + if (value === undefined || value === null || value === '') return fallback + return value === true || value === 'true' +} + +/** + * The prefix a child path hangs off. The workspace root contributes nothing, so + * a child of the root is `/name` rather than `//name`. + */ +function folderPathPrefix(parentPath: string | undefined): string { + return parentPath && parentPath !== ROOT_FOLDER_PATH ? parentPath : '' +} + +/** + * The folder scope on search: which knowledge bases the run looks at. + * + * Kept as a path rather than the knowledge bases it holds today, because the + * tool expands it when the workflow runs — so a folder means whatever is inside + * it then, and a knowledge base added tomorrow is searched tomorrow. + * + * The workspace root reads as no scope at all. Root is the absence of a + * selection here, not a value: the tree offers no root row, and "the whole + * workspace" is what the Knowledge Base picker already covers unfiltered. A + * root path typed into the manual field therefore narrows nothing, and the + * caller still has to name what to search. + */ +function folderScopePath(value: unknown): string | undefined { + const path = readFolderPath(value) + return path === ROOT_FOLDER_PATH ? undefined : path || undefined +} export const KnowledgeBlock: BlockConfig = { type: 'knowledge', @@ -33,7 +139,7 @@ export const KnowledgeBlock: BlockConfig = { sentences: { byOperation: { search: [ - { text: 'Search', field: KNOWLEDGE_BASE_FIELD, core: true }, + { text: 'Search', field: SEARCH_TARGET_FIELD, core: true }, { text: 'for', field: 'query' }, { text: ', returning top', field: 'topK', after: 'matches' }, ], @@ -87,6 +193,16 @@ export const KnowledgeBlock: BlockConfig = { { text: 'Start a sync on connector', field: 'connectorId', core: true }, { text: 'in', field: KNOWLEDGE_BASE_FIELD }, ], + list_folders: ['List folders', { text: 'in', field: FOLDER_FIELD }], + create_folder: [ + { text: 'Create folder', field: 'folderName', core: true }, + { text: 'in', field: CREATE_PARENT_FIELD }, + ], + update_folder: [ + { text: 'Move folder', field: FOLDER_FIELD, core: true }, + { text: 'into', field: DESTINATION_PARENT_FIELD }, + ], + delete_folder: [{ text: 'Delete folder', field: FOLDER_FIELD, core: true }], }, }, }, @@ -112,9 +228,59 @@ export const KnowledgeBlock: BlockConfig = { { label: 'List Connectors', id: 'list_connectors' }, { label: 'Get Connector', id: 'get_connector' }, { label: 'Trigger Sync', id: 'trigger_sync' }, + { label: 'List Folders', id: 'list_folders' }, + { label: 'Create Folder', id: 'create_folder' }, + { label: 'Move Folder', id: 'update_folder' }, + { label: 'Delete Folder', id: 'delete_folder' }, ], value: () => 'search', }, + { + id: 'searchFolder', + title: 'Folder', + type: 'sim-folder-tree-selector', + resourceType: 'knowledge_base', + canonicalParamId: 'searchFolderRef', + mode: 'basic', + placeholder: 'Anywhere in the workspace', + description: + 'Narrows the knowledge bases below. With none picked, searches every knowledge base in the folder; pick one and only it is searched.', + condition: { field: 'operation', value: 'search' }, + }, + { + id: 'manualSearchFolder', + title: 'Folder Path', + type: 'short-input', + canonicalParamId: 'searchFolderRef', + mode: 'advanced', + placeholder: '/Support/Tier1', + condition: { field: 'operation', value: 'search' }, + }, + { + id: 'searchFolderIncludeSubfolders', + title: 'Include Subfolders', + type: 'switch', + /* + * Controls nothing until a folder is chosen, so it does not render until + * one is. Conditions read raw subblock values, never canonical param ids, + * so this has to name whichever half of the pair is actually filled — + * `searchFolderRef` would never match anything and the switch would always + * render. + */ + condition: (values?: Record) => { + const manual = values?.manualSearchFolder + const hasManual = typeof manual === 'string' && manual.trim() !== '' + return { + field: 'operation', + value: 'search', + and: { + field: hasManual ? 'manualSearchFolder' : 'searchFolder', + value: '', + not: true, + }, + } + }, + }, // Knowledge base selector - basic mode { id: 'knowledgeBaseSelector', @@ -123,8 +289,10 @@ export const KnowledgeBlock: BlockConfig = { canonicalParamId: 'knowledgeBaseId', placeholder: 'Select knowledge base', multiSelect: false, - required: true, + folderScope: SEARCH_FOLDER_SCOPE, + required: { field: 'operation', value: [...KNOWLEDGE_BASE_REQUIRED_OPERATIONS] }, mode: 'basic', + condition: { field: 'operation', value: [...KNOWLEDGE_BASE_OPERATIONS] }, }, // Knowledge base ID - advanced mode { @@ -134,7 +302,8 @@ export const KnowledgeBlock: BlockConfig = { canonicalParamId: 'knowledgeBaseId', mode: 'advanced', placeholder: 'Enter knowledge base ID', - required: true, + required: { field: 'operation', value: [...KNOWLEDGE_BASE_REQUIRED_OPERATIONS] }, + condition: { field: 'operation', value: [...KNOWLEDGE_BASE_OPERATIONS] }, }, { id: 'query', @@ -394,6 +563,121 @@ export const KnowledgeBlock: BlockConfig = { ], condition: { field: 'operation', value: 'list_chunks' }, }, + + // --- Folder operations --- + { + id: 'folderPath', + title: 'Folder', + type: 'sim-folder-tree-selector', + resourceType: 'knowledge_base', + placeholder: 'Select a folder', + canonicalParamId: 'folderRef', + mode: 'basic', + condition: { field: 'operation', value: ['list_folders', 'update_folder', 'delete_folder'] }, + required: { field: 'operation', value: ['update_folder', 'delete_folder'] }, + }, + { + id: 'manualFolderPath', + title: 'Folder Path', + type: 'short-input', + canonicalParamId: 'folderRef', + mode: 'advanced', + placeholder: '/Support/Tier1', + condition: { field: 'operation', value: ['list_folders', 'update_folder', 'delete_folder'] }, + required: { field: 'operation', value: ['update_folder', 'delete_folder'] }, + }, + { + id: 'createParentPath', + title: 'Parent Folder', + type: 'sim-folder-tree-selector', + resourceType: 'knowledge_base', + placeholder: 'Workspace root', + canonicalParamId: 'createParentRef', + mode: 'basic', + condition: { field: 'operation', value: 'create_folder' }, + }, + { + id: 'manualCreateParentPath', + title: 'Parent Folder Path', + type: 'short-input', + canonicalParamId: 'createParentRef', + mode: 'advanced', + placeholder: '/Support', + condition: { field: 'operation', value: 'create_folder' }, + }, + { + id: 'folderName', + title: 'Name', + type: 'short-input', + placeholder: 'Tier1', + condition: { field: 'operation', value: 'create_folder' }, + required: { field: 'operation', value: 'create_folder' }, + }, + { + id: 'destinationParentPath', + title: 'Move Into', + type: 'sim-folder-tree-selector', + resourceType: 'knowledge_base', + placeholder: 'Workspace root', + canonicalParamId: 'destinationParentRef', + mode: 'basic', + condition: { field: 'operation', value: 'update_folder' }, + }, + { + id: 'manualDestinationParentPath', + title: 'Move Into Path', + type: 'short-input', + canonicalParamId: 'destinationParentRef', + mode: 'advanced', + placeholder: '/Archive', + condition: { field: 'operation', value: 'update_folder' }, + }, + { + id: 'folderRecursive', + title: 'Include Subfolders', + type: 'switch', + condition: { field: 'operation', value: 'list_folders' }, + }, + { + id: 'folderDepth', + title: 'Max Depth', + type: 'short-input', + placeholder: 'Unlimited', + mode: 'advanced', + /* + * A listing that does not descend is exactly its direct children, so a + * depth beside it means nothing. The contract rejects the pair; gating the + * field here is what stops a human building the combination it rejects. + */ + condition: { + field: 'operation', + value: 'list_folders', + and: { field: 'folderRecursive', value: true }, + }, + }, + { + id: 'folderSearch', + title: 'Search', + type: 'short-input', + placeholder: 'tier1', + description: 'Matches folder and knowledge base names.', + mode: 'advanced', + condition: { field: 'operation', value: 'list_folders' }, + }, + { + id: 'folderLimit', + title: 'Limit', + type: 'short-input', + placeholder: '200', + mode: 'advanced', + condition: { field: 'operation', value: 'list_folders' }, + }, + { + id: 'deleteFolderRecursive', + title: 'Delete Contents', + type: 'switch', + condition: { field: 'operation', value: 'delete_folder' }, + }, ], tools: { access: [ @@ -411,6 +695,10 @@ export const KnowledgeBlock: BlockConfig = { 'knowledge_list_connectors', 'knowledge_get_connector', 'knowledge_trigger_sync', + 'knowledge_list_folders', + 'knowledge_create_folder', + 'knowledge_update_folder', + 'knowledge_delete_folder', ], config: { tool: (params) => { @@ -443,17 +731,118 @@ export const KnowledgeBlock: BlockConfig = { return 'knowledge_get_connector' case 'trigger_sync': return 'knowledge_trigger_sync' + case 'list_folders': + return 'knowledge_list_folders' + case 'create_folder': + return 'knowledge_create_folder' + case 'update_folder': + return 'knowledge_update_folder' + case 'delete_folder': + return 'knowledge_delete_folder' default: return 'knowledge_search' } }, params: (params) => { params = { ...params } + + if (params.operation === 'list_folders') { + return { + path: optionalText(params.folderRef), + recursive: switchValue(params.folderRecursive), + depth: parseOptionalNumberInput(params.folderDepth, 'Max Depth', { + integer: true, + min: 1, + max: MAX_FOLDER_PATH_SEGMENTS, + }), + search: optionalText(params.folderSearch), + limit: parseOptionalNumberInput(params.folderLimit, 'Limit', { + integer: true, + min: 1, + max: MAX_KNOWLEDGE_LIST_LIMIT, + }), + } + } + + if (params.operation === 'create_folder') { + /* + * A folder is created by naming it inside a parent, not by spelling + * its whole path. The parent is pickable and the name is not, so the + * path is composed here — percent-encoding the typed name, because the + * tool takes a canonical path. + */ + const name = optionalText(params.folderName) + const parentPrefix = folderPathPrefix(optionalText(params.createParentRef)) + return { + path: name ? `${parentPrefix}/${encodeFolderPathSegment(name)}` : undefined, + } + } + + if (params.operation === 'update_folder') { + /* + * The tool takes the full path the folder will HAVE, which by + * definition does not exist yet and so cannot be picked. It is + * composed from a destination parent plus the folder's own name, + * carried from the source path's last segment. An unset parent means + * the workspace root. + */ + const sourcePath = optionalText(params.folderRef) + const segment = sourcePath?.split('/').pop() + const parentPrefix = folderPathPrefix(optionalText(params.destinationParentRef)) + return { + path: sourcePath, + destinationPath: segment ? `${parentPrefix}/${segment}` : undefined, + } + } + + if (params.operation === 'delete_folder') { + return { + path: optionalText(params.folderRef), + recursive: switchValue(params.deleteFolderRecursive), + } + } + const knowledgeBaseId = params.knowledgeBaseId ? String(params.knowledgeBaseId).trim() : '' - if (!knowledgeBaseId) { - throw new Error('Knowledge base ID is required') + /* + * Search accepts a folder instead: it stands for the knowledge bases + * inside it, resolved when the workflow runs. Every other operation + * addresses one knowledge base and still requires it. + */ + const searchFolderRef = + params.operation === 'search' ? readFolderPath(params.searchFolderRef) : '' + const searchFolderPath = + params.operation === 'search' ? folderScopePath(params.searchFolderRef) : undefined + if (!knowledgeBaseId && !searchFolderPath) { + throw new Error( + params.operation === 'search' + ? searchFolderRef === ROOT_FOLDER_PATH + ? 'The workspace root is not a folder scope. Pick a knowledge base, or a folder inside the workspace.' + : 'A knowledge base or a folder is required for search' + : 'Knowledge base ID is required' + ) } - params.knowledgeBaseId = knowledgeBaseId + params.knowledgeBaseId = knowledgeBaseId || undefined + /* + * The folder travels only when no knowledge base is picked. The picker + * offers just that folder's knowledge bases, so a picked one is always + * the narrower answer — sending both would search the whole folder + * *and* the pick, which is the opposite of what the field says it does. + * + * Assembled rather than assigned onto `params`, because the wire field + * shares a name with the folder-operation subblock and reading + * `params.folderPath` would pick up a value the serializer has already + * deleted. Absent subfolders already means "this folder only", so only + * the on case travels. + */ + const searchFolderFields = + searchFolderPath && !knowledgeBaseId + ? { + folderPath: searchFolderPath, + ...(switchValue(params.searchFolderIncludeSubfolders) + ? { folderIncludeSubfolders: true } + : {}), + } + : {} const docOps = [ 'get_document', @@ -518,7 +907,7 @@ export const KnowledgeBlock: BlockConfig = { params.enabled = params.enabled === 'true' } - return params + return { ...params, ...searchFolderFields } }, }, }, @@ -553,6 +942,26 @@ export const KnowledgeBlock: BlockConfig = { chunkEnabledFilter: { type: 'string', description: 'Filter chunks by enabled status' }, upsertDocumentId: { type: 'string', description: 'Document ID for upsert operation' }, connectorId: { type: 'string', description: 'Connector identifier' }, + searchFolderRef: { + type: 'string', + description: 'Folder whose knowledge bases a search covers', + }, + searchFolderIncludeSubfolders: { + type: 'boolean', + description: 'Extend the search folder scope to its subfolders', + }, + folderRef: { type: 'string', description: 'Knowledge folder to list, move, or delete' }, + createParentRef: { type: 'string', description: 'Parent folder a new folder is created in' }, + destinationParentRef: { type: 'string', description: 'Folder a move places the folder into' }, + folderName: { type: 'string', description: 'Name of the folder to create' }, + folderRecursive: { type: 'boolean', description: 'List the whole subtree' }, + folderDepth: { type: 'number', description: 'Deepest level to include when listing' }, + folderSearch: { type: 'string', description: 'Match folder and knowledge base names' }, + folderLimit: { type: 'number', description: 'Max entries a listing returns' }, + deleteFolderRecursive: { + type: 'boolean', + description: 'Also delete the folder’s contents', + }, }, outputs: { results: { type: 'json', description: 'Search results' }, diff --git a/apps/sim/blocks/types.ts b/apps/sim/blocks/types.ts index 10f5075b506..b836f749b06 100644 --- a/apps/sim/blocks/types.ts +++ b/apps/sim/blocks/types.ts @@ -298,9 +298,6 @@ export interface SubBlockConfig { * operation then ignores. `recursiveFieldId` names the switch deciding * whether the scope descends, so the picker and the run agree on how deep the * folder reaches. - */ - /** - * Narrows this control's options to a folder chosen elsewhere on the block. * * `manualFieldId` is the advanced half of the same canonical pair. Sub-block * values are stored per sub-block id, not per canonical id, so reading only diff --git a/apps/sim/lib/api/contracts/knowledge/folders.ts b/apps/sim/lib/api/contracts/knowledge/folders.ts new file mode 100644 index 00000000000..ffe1093f5d0 --- /dev/null +++ b/apps/sim/lib/api/contracts/knowledge/folders.ts @@ -0,0 +1,152 @@ +import { z } from 'zod' +import { successResponseSchema } from '@/lib/api/contracts/knowledge/shared' +import { + v2FolderPathInputSchema, + v2FolderPathSchema, + v2NonRootFolderPathInputSchema, + v2NonRootFolderPathSchema, +} from '@/lib/api/contracts/v2/shared' +import { MAX_FOLDER_PATH_SEGMENTS } from '@/lib/folders/paths' + +/** + * Knowledge folder tools have no HTTP route of their own: they run in-process + * through `executeKnowledgeTool`. So these are bare + * {@link InternalOperationSchemas} rather than `defineRouteContract` calls, + * which would declare a `method` and `path` nothing serves. + */ + +const knowledgeFolderDepthSchema = z + .number() + .int() + .min(1, 'depth must be at least 1') + .max(MAX_FOLDER_PATH_SEGMENTS, `depth cannot exceed ${MAX_FOLDER_PATH_SEGMENTS}`) + +/** + * The listing is capped rather than unbounded: it carries knowledge bases as + * well as folders, and a cut listing reports `truncated` instead of quietly + * looking complete. + */ +export const DEFAULT_KNOWLEDGE_LIST_LIMIT = 200 +export const MAX_KNOWLEDGE_LIST_LIMIT = 1000 + +export const knowledgeListFoldersBodySchema = z + .object({ + path: v2FolderPathInputSchema.optional(), + recursive: z.boolean().optional(), + depth: knowledgeFolderDepthSchema.optional(), + /* + * Trimmed before the emptiness check: the listing reads a blank search as no + * search at all and returns every entry, so " " would quietly become an + * unfiltered listing rather than the empty match the caller asked for. + */ + search: z + .string() + .max(200) + .transform((value) => value.trim()) + .pipe(z.string().min(1, 'search cannot be empty')) + .optional(), + limit: z + .number() + .int() + .min(1, 'limit must be at least 1') + .max(MAX_KNOWLEDGE_LIST_LIMIT, `limit cannot exceed ${MAX_KNOWLEDGE_LIST_LIMIT}`) + .optional(), + }) + /* + * A listing that is not recursive is exactly its direct children, so a depth + * alongside it is silently discarded. Rejecting the pair is what tells a model + * that, instead of returning a shallower answer than it asked for. + */ + .refine((body) => body.depth === undefined || body.recursive === true, { + message: 'depth only applies when recursive is true', + path: ['depth'], + }) + +export const knowledgeListFoldersSchemas = { body: knowledgeListFoldersBodySchema } as const + +/** + * Discriminated on `kind`, so a consumer narrows before reaching for the fields + * only one side has: a folder has a path of its own, a knowledge base has the + * path of the folder holding it. + */ +const knowledgeDirectoryEntrySchema = z.discriminatedUnion('kind', [ + z.object({ + kind: z.literal('folder'), + id: z.string(), + name: z.string(), + path: v2FolderPathSchema, + parentPath: v2FolderPathSchema, + depth: z.number().int(), + createdAt: z.string(), + updatedAt: z.string(), + }), + z.object({ + kind: z.literal('knowledge_base'), + id: z.string(), + name: z.string(), + description: z.string().nullable(), + folderPath: v2FolderPathSchema, + depth: z.number().int(), + docCount: z.number().int(), + tokenCount: z.number().int(), + createdAt: z.string(), + updatedAt: z.string(), + }), +]) + +export const knowledgeListFoldersResponseSchema = successResponseSchema( + z.object({ + path: v2FolderPathSchema, + entries: z.array(knowledgeDirectoryEntrySchema), + truncated: z.boolean(), + }) +) + +const knowledgeFolderSchema = z.object({ + id: z.string(), + name: z.string(), + /* A created, moved, or deleted folder is never the root; only a parent can be. */ + path: v2NonRootFolderPathSchema, + parentPath: v2FolderPathSchema, + createdAt: z.string(), + updatedAt: z.string(), +}) + +export const knowledgeCreateFolderBodySchema = z.object({ + path: v2NonRootFolderPathInputSchema, +}) + +export const knowledgeCreateFolderSchemas = { body: knowledgeCreateFolderBodySchema } as const + +export const knowledgeCreateFolderResponseSchema = successResponseSchema( + z.object({ folder: knowledgeFolderSchema }) +) + +export const knowledgeUpdateFolderBodySchema = z.object({ + path: v2NonRootFolderPathInputSchema, + destinationPath: v2NonRootFolderPathInputSchema, +}) + +export const knowledgeUpdateFolderSchemas = { body: knowledgeUpdateFolderBodySchema } as const + +export const knowledgeUpdateFolderResponseSchema = successResponseSchema( + z.object({ folder: knowledgeFolderSchema, previousPath: v2FolderPathSchema }) +) + +export const knowledgeDeleteFolderBodySchema = z.object({ + path: v2NonRootFolderPathInputSchema, + recursive: z.boolean().optional(), +}) + +export const knowledgeDeleteFolderSchemas = { body: knowledgeDeleteFolderBodySchema } as const + +export const knowledgeDeleteFolderResponseSchema = successResponseSchema( + z.object({ + path: v2NonRootFolderPathSchema, + deleted: z.literal(true), + deletedItems: z.object({ + folders: z.number().int(), + knowledgeBases: z.number().int(), + }), + }) +) diff --git a/apps/sim/lib/api/contracts/knowledge/index.ts b/apps/sim/lib/api/contracts/knowledge/index.ts index 93d76509b50..3716ef16d6f 100644 --- a/apps/sim/lib/api/contracts/knowledge/index.ts +++ b/apps/sim/lib/api/contracts/knowledge/index.ts @@ -2,5 +2,6 @@ export * from '@/lib/api/contracts/knowledge/base' export * from '@/lib/api/contracts/knowledge/chunks' export * from '@/lib/api/contracts/knowledge/connectors' export * from '@/lib/api/contracts/knowledge/documents' +export * from '@/lib/api/contracts/knowledge/folders' export * from '@/lib/api/contracts/knowledge/search' export * from '@/lib/api/contracts/knowledge/tags' diff --git a/apps/sim/lib/api/contracts/knowledge/search.ts b/apps/sim/lib/api/contracts/knowledge/search.ts index cf42167554a..098e0d822e6 100644 --- a/apps/sim/lib/api/contracts/knowledge/search.ts +++ b/apps/sim/lib/api/contracts/knowledge/search.ts @@ -1,6 +1,7 @@ import { z } from 'zod' import { resolvedSecretTraceProvenanceSchema } from '@/lib/api/contracts/primitives' import { defineRouteContract } from '@/lib/api/contracts/types' +import { v2FolderPathInputSchema } from '@/lib/api/contracts/v2/shared' import { RESOLVED_SECRET_PROVENANCE_FIELD } from '@/lib/execution/private-tool-metadata' import { DEFAULT_RERANKER_MODEL, rerankerModelSchema } from '@/lib/knowledge/reranker-models' @@ -28,10 +29,18 @@ export const knowledgeSearchModeSchema = z export const knowledgeSearchBodySchema = z .object({ - knowledgeBaseIds: z.union([ - z.string().min(1, 'Knowledge base ID is required'), - z.array(z.string().min(1)).min(1, 'At least one knowledge base ID is required'), - ]), + /** + * Optional because the internal body may name a folder instead, which + * expands to the knowledge bases inside it when the workflow runs. The + * internal schema refines that at least one of the two is present; no + * public contract consumes this schema. + */ + knowledgeBaseIds: z + .union([ + z.string().min(1, 'Knowledge base ID is required'), + z.array(z.string().min(1)).min(1, 'At least one knowledge base ID is required'), + ]) + .optional(), query: z .string() .optional() @@ -89,14 +98,33 @@ export const knowledgeSearchBodySchema = z ) export type KnowledgeSearchBody = z.output -export const internalKnowledgeSearchBodySchema = z.intersection( - knowledgeSearchBodySchema, - z.object({ - workflowId: z.string().optional(), - skipUsageBilling: z.boolean().optional(), - [RESOLVED_SECRET_PROVENANCE_FIELD]: resolvedSecretTraceProvenanceSchema.optional(), +/** + * Folder scope is internal-only on purpose. + * + * A folder stands for the knowledge bases inside it, resolved when the workflow + * runs rather than when the block is configured — so a knowledge base added to + * the folder tomorrow is searched tomorrow. Keeping it off the v1 and v2 bodies + * means no permanent public API commitment while the shape proves itself. + */ +export const internalKnowledgeSearchBodySchema = z + .intersection( + knowledgeSearchBodySchema, + z.object({ + workflowId: z.string().optional(), + skipUsageBilling: z.boolean().optional(), + folderPath: v2FolderPathInputSchema.optional(), + /** + * Off by default: a folder means its own knowledge bases unless the + * caller asks for the subtree. The opposite of the File block, where a + * read scope descends unless told otherwise. + */ + folderIncludeSubfolders: z.boolean().optional(), + [RESOLVED_SECRET_PROVENANCE_FIELD]: resolvedSecretTraceProvenanceSchema.optional(), + }) + ) + .refine((body) => body.knowledgeBaseIds !== undefined || body.folderPath !== undefined, { + message: 'Provide either knowledgeBaseIds or folderPath to choose what to search', }) -) export const internalKnowledgeSearchResultSchema = z.object({ documentId: z.string(), diff --git a/apps/sim/lib/internal/knowledge/execute-tool.test.ts b/apps/sim/lib/internal/knowledge/execute-tool.test.ts index c8a07941ed5..84c4b23035d 100644 --- a/apps/sim/lib/internal/knowledge/execute-tool.test.ts +++ b/apps/sim/lib/internal/knowledge/execute-tool.test.ts @@ -9,17 +9,21 @@ const mocks = vi.hoisted(() => ({ createExecutorPrincipalFromExecutionContext: vi.fn(), createChunkOperation: vi.fn(), createDocumentsOperation: vi.fn(), + createFolderOperation: vi.fn(), deleteChunkOperation: vi.fn(), deleteDocumentOperation: vi.fn(), + deleteFolderOperation: vi.fn(), listChunksOperation: vi.fn(), listConnectorsOperation: vi.fn(), listDocumentsOperation: vi.fn(), + listFoldersOperation: vi.fn(), listTagsOperation: vi.fn(), readConnectorOperation: vi.fn(), readDocumentOperation: vi.fn(), searchOperation: vi.fn(), syncConnectorOperation: vi.fn(), updateChunkOperation: vi.fn(), + updateFolderOperation: vi.fn(), upsertDocumentOperation: vi.fn(), })) @@ -30,17 +34,21 @@ vi.mock('@/lib/internal/principals/executor', () => ({ vi.mock('@/lib/internal/knowledge/operations', () => ({ createChunkOperation: mocks.createChunkOperation, createDocumentsOperation: mocks.createDocumentsOperation, + createFolderOperation: mocks.createFolderOperation, deleteChunkOperation: mocks.deleteChunkOperation, deleteDocumentOperation: mocks.deleteDocumentOperation, + deleteFolderOperation: mocks.deleteFolderOperation, listChunksOperation: mocks.listChunksOperation, listConnectorsOperation: mocks.listConnectorsOperation, listDocumentsOperation: mocks.listDocumentsOperation, + listFoldersOperation: mocks.listFoldersOperation, listTagsOperation: mocks.listTagsOperation, readConnectorOperation: mocks.readConnectorOperation, readDocumentOperation: mocks.readDocumentOperation, searchOperation: mocks.searchOperation, syncConnectorOperation: mocks.syncConnectorOperation, updateChunkOperation: mocks.updateChunkOperation, + updateFolderOperation: mocks.updateFolderOperation, upsertDocumentOperation: mocks.upsertDocumentOperation, })) @@ -168,8 +176,140 @@ describe('executeKnowledgeTool', () => { expect(mocks.listTagsOperation).not.toHaveBeenCalled() }) + /* + * The seam a contract change slips through: the schema accepts a field, the + * tool sends it, and the dispatch drops it on the way to the operation. Both + * ends stay green, so each folder field is asserted where it actually + * arrives. + */ + describe('folder tools reach their operation with every field intact', () => { + it('forwards the whole listing shape, not just the path', async () => { + mocks.listFoldersOperation.mockResolvedValue({ + body: { success: true, data: { path: '/Reports', entries: [], truncated: false } }, + }) + + const response = await executeKnowledgeTool( + createRequest({ + toolId: 'knowledge_list_folders', + input: { + path: '/Reports', + recursive: true, + depth: 3, + search: 'q3', + limit: 50, + }, + }) + ) + + expect(response.status).toBe(200) + expect(mocks.listFoldersOperation).toHaveBeenCalledWith( + { path: '/Reports', recursive: true, depth: 3, search: 'q3', limit: 50 }, + expect.objectContaining({ principal }) + ) + }) + + it('forwards the create path', async () => { + mocks.createFolderOperation.mockResolvedValue({ + body: { + success: true, + data: { + folder: { + id: 'folder-1', + name: 'Q3', + path: '/Reports/Q3', + parentPath: '/Reports', + createdAt: '2026-01-01T00:00:00.000Z', + updatedAt: '2026-01-01T00:00:00.000Z', + }, + }, + }, + }) + + const response = await executeKnowledgeTool( + createRequest({ toolId: 'knowledge_create_folder', input: { path: '/Reports/Q3' } }) + ) + + expect(response.status).toBe(200) + expect(mocks.createFolderOperation).toHaveBeenCalledWith( + { path: '/Reports/Q3' }, + expect.objectContaining({ principal }) + ) + }) + + it('forwards both halves of a move', async () => { + mocks.updateFolderOperation.mockResolvedValue({ + body: { + success: true, + data: { + folder: { + id: 'folder-1', + name: 'Q3', + path: '/Archive/Q3', + parentPath: '/Archive', + createdAt: '2026-01-01T00:00:00.000Z', + updatedAt: '2026-01-01T00:00:00.000Z', + }, + previousPath: '/Reports/Q3', + }, + }, + }) + + const response = await executeKnowledgeTool( + createRequest({ + toolId: 'knowledge_update_folder', + input: { path: '/Reports/Q3', destinationPath: '/Archive/Q3' }, + }) + ) + + expect(response.status).toBe(200) + expect(mocks.updateFolderOperation).toHaveBeenCalledWith( + { path: '/Reports/Q3', destinationPath: '/Archive/Q3' }, + expect.objectContaining({ principal }) + ) + }) + + /* + * The recursive guard is the one field where dropping it silently changes + * what gets destroyed, so it is asserted in both positions. + */ + it.each([true, false])('forwards the delete guard set to %s', async (recursive) => { + mocks.deleteFolderOperation.mockResolvedValue({ + body: { + success: true, + data: { + path: '/Reports/Q3', + deleted: true, + deletedItems: { folders: 1, knowledgeBases: 0 }, + }, + }, + }) + + const response = await executeKnowledgeTool( + createRequest({ + toolId: 'knowledge_delete_folder', + input: { path: '/Reports/Q3', recursive }, + }) + ) + + expect(response.status).toBe(200) + expect(mocks.deleteFolderOperation).toHaveBeenCalledWith( + { path: '/Reports/Q3', recursive }, + expect.objectContaining({ principal }) + ) + }) + + it('rejects a folder path the contract cannot read before any application work', async () => { + const response = await executeKnowledgeTool( + createRequest({ toolId: 'knowledge_create_folder', input: { path: '/My Folder' } }) + ) + + expect(response.status).toBe(400) + expect(mocks.createFolderOperation).not.toHaveBeenCalled() + }) + }) + it('declares the complete canonical tool ID set', () => { - expect(KNOWLEDGE_TOOL_IDS).toHaveLength(14) + expect(KNOWLEDGE_TOOL_IDS).toHaveLength(18) expect(new Set(KNOWLEDGE_TOOL_IDS).size).toBe(KNOWLEDGE_TOOL_IDS.length) }) diff --git a/apps/sim/lib/internal/knowledge/execute-tool.ts b/apps/sim/lib/internal/knowledge/execute-tool.ts index 03b177ab4c9..25ec18a74fb 100644 --- a/apps/sim/lib/internal/knowledge/execute-tool.ts +++ b/apps/sim/lib/internal/knowledge/execute-tool.ts @@ -17,22 +17,36 @@ import { updateKnowledgeChunkContract, upsertKnowledgeDocumentContract, } from '@/lib/api/contracts/knowledge' +import { + knowledgeCreateFolderResponseSchema, + knowledgeCreateFolderSchemas, + knowledgeDeleteFolderResponseSchema, + knowledgeDeleteFolderSchemas, + knowledgeListFoldersResponseSchema, + knowledgeListFoldersSchemas, + knowledgeUpdateFolderResponseSchema, + knowledgeUpdateFolderSchemas, +} from '@/lib/api/contracts/knowledge/folders' import type { JsonErrorResponseDescriptor } from '@/lib/api/server/routes/types' import { createChunkOperation, createDocumentsOperation, + createFolderOperation, deleteChunkOperation, deleteDocumentOperation, + deleteFolderOperation, type KnowledgeOperationResponse, listChunksOperation, listConnectorsOperation, listDocumentsOperation, + listFoldersOperation, listTagsOperation, readConnectorOperation, readDocumentOperation, searchOperation, syncConnectorOperation, updateChunkOperation, + updateFolderOperation, upsertDocumentOperation, } from '@/lib/internal/knowledge/operations' import { createExecutorPrincipalFromExecutionContext } from '@/lib/internal/principals/executor' @@ -54,17 +68,21 @@ const MAX_KNOWLEDGE_BODY_BYTES = 2 * 1024 * 1024 export const KNOWLEDGE_TOOL_IDS = [ 'knowledge_create_document', + 'knowledge_create_folder', 'knowledge_delete_chunk', 'knowledge_delete_document', + 'knowledge_delete_folder', 'knowledge_get_connector', 'knowledge_get_document', 'knowledge_list_chunks', 'knowledge_list_connectors', 'knowledge_list_documents', + 'knowledge_list_folders', 'knowledge_list_tags', 'knowledge_search', 'knowledge_trigger_sync', 'knowledge_update_chunk', + 'knowledge_update_folder', 'knowledge_upload_chunk', 'knowledge_upsert_document', ] as const @@ -311,6 +329,42 @@ export const executeKnowledgeTool: InternalToolOperationHandler = async (request await upsertDocumentOperation(parsed.data.params.id, parsed.data.body, context) ) } + case 'knowledge_list_folders': { + policy = internalKnowledgeErrorPolicies.folders + const parsed = parseInternalOperationInput(knowledgeListFoldersSchemas, input) + if (!parsed.success) return parsed.response + return schemaSuccessResponse( + knowledgeListFoldersResponseSchema, + await listFoldersOperation(parsed.data.body, context) + ) + } + case 'knowledge_create_folder': { + policy = internalKnowledgeErrorPolicies.folders + const parsed = parseInternalOperationInput(knowledgeCreateFolderSchemas, input) + if (!parsed.success) return parsed.response + return schemaSuccessResponse( + knowledgeCreateFolderResponseSchema, + await createFolderOperation(parsed.data.body, context) + ) + } + case 'knowledge_update_folder': { + policy = internalKnowledgeErrorPolicies.folders + const parsed = parseInternalOperationInput(knowledgeUpdateFolderSchemas, input) + if (!parsed.success) return parsed.response + return schemaSuccessResponse( + knowledgeUpdateFolderResponseSchema, + await updateFolderOperation(parsed.data.body, context) + ) + } + case 'knowledge_delete_folder': { + policy = internalKnowledgeErrorPolicies.folders + const parsed = parseInternalOperationInput(knowledgeDeleteFolderSchemas, input) + if (!parsed.success) return parsed.response + return schemaSuccessResponse( + knowledgeDeleteFolderResponseSchema, + await deleteFolderOperation(parsed.data.body, context) + ) + } default: return Response.json({ error: `Unsupported Knowledge tool: ${toolId}` }, { status: 500 }) } diff --git a/apps/sim/lib/internal/knowledge/operations.test.ts b/apps/sim/lib/internal/knowledge/operations.test.ts index 36e1db99a6e..9cc0d8e4f0f 100644 --- a/apps/sim/lib/internal/knowledge/operations.test.ts +++ b/apps/sim/lib/internal/knowledge/operations.test.ts @@ -8,6 +8,11 @@ const mocks = vi.hoisted(() => ({ listKnowledgeTags: { execute: vi.fn() }, syncKnowledgeConnector: { execute: vi.fn() }, connectorSynced: vi.fn(), + listKnowledgeFolders: { execute: vi.fn() }, + createKnowledgeFolder: { execute: vi.fn() }, + relocateKnowledgeFolder: { execute: vi.fn() }, + deleteKnowledgeFolder: { execute: vi.fn() }, + listKnowledgeBases: { execute: vi.fn() }, })) vi.mock('@/lib/billing/core/billing-attribution', () => ({ @@ -59,6 +64,17 @@ vi.mock('@/lib/knowledge/application/documents', () => ({ upsertKnowledgeDocument: { execute: vi.fn() }, })) +vi.mock('@/lib/knowledge/application/folders', () => ({ + createKnowledgeFolder: mocks.createKnowledgeFolder, + deleteKnowledgeFolder: mocks.deleteKnowledgeFolder, + listKnowledgeFolders: mocks.listKnowledgeFolders, + relocateKnowledgeFolder: mocks.relocateKnowledgeFolder, +})) + +vi.mock('@/lib/knowledge/application/knowledge-bases', () => ({ + listKnowledgeBases: mocks.listKnowledgeBases, +})) + vi.mock('@/lib/knowledge/application/search', () => ({ searchKnowledge: { execute: vi.fn() }, })) @@ -76,9 +92,13 @@ vi.mock('@/lib/knowledge/secret-provenance', () => ({ })) import { + createFolderOperation, + deleteFolderOperation, type KnowledgeOperationContext, + listFoldersOperation, listTagsOperation, syncConnectorOperation, + updateFolderOperation, } from '@/lib/internal/knowledge/operations' const principal = { @@ -157,3 +177,198 @@ describe('Knowledge direct operations', () => { expect(result.body).toEqual({ success: true, message: 'Sync triggered' }) }) }) + +/* + * Listing a folder answers with its subfolders AND its knowledge bases, so this + * operation is the seam where two use cases are stitched into one ordering. The + * dispatch tests mock this whole module out, so the stitching is only asserted + * here. + */ +describe('Knowledge folder operations', () => { + const AT = new Date('2026-01-01T00:00:00.000Z') + + function folderRow(id: string, name: string, path: string, parentId: string | null) { + return { id, name, path, parentId, createdAt: AT, updatedAt: AT } + } + + function knowledgeBaseRow(id: string, name: string, folderId: string | null) { + return { + knowledgeBase: { + id, + name, + description: null, + folderId, + docCount: 1, + tokenCount: 10, + createdAt: AT, + updatedAt: AT, + }, + } + } + + beforeEach(() => { + vi.clearAllMocks() + mocks.listKnowledgeFolders.execute.mockResolvedValue({ + folders: [ + folderRow('reports', 'Reports', '/Reports', null), + folderRow('q3', 'Q3', '/Reports/Q3', 'reports'), + ], + }) + mocks.listKnowledgeBases.execute.mockResolvedValue({ + knowledgeBases: [ + knowledgeBaseRow('kb-root', 'Handbook', null), + knowledgeBaseRow('kb-q3', 'Q3 Notes', 'q3'), + ], + }) + }) + + it('lists direct children of the workspace root by default', async () => { + const context = createContext() + + const result = await listFoldersOperation({}, context) + + expect(mocks.listKnowledgeFolders.execute).toHaveBeenCalledWith({ + principal, + input: { workspaceId: 'workspace-1' }, + request: { headers: context.headers }, + }) + expect(mocks.listKnowledgeBases.execute).toHaveBeenCalledWith({ + principal, + input: { workspaceId: 'workspace-1', scope: 'active' }, + request: { headers: context.headers }, + }) + const data = result.body.data as { path: string; entries: any[]; truncated: boolean } + expect(data.path).toBe('/') + expect(data.truncated).toBe(false) + expect(data.entries.map((entry) => [entry.kind, entry.name])).toEqual([ + ['folder', 'Reports'], + ['knowledge_base', 'Handbook'], + ]) + }) + + it('walks the whole subtree when recursive is set with no depth', async () => { + const result = await listFoldersOperation({ recursive: true }, createContext()) + + const data = result.body.data as { entries: any[] } + expect(data.entries.map((entry) => entry.name)).toEqual([ + 'Reports', + 'Handbook', + 'Q3', + 'Q3 Notes', + ]) + }) + + it('stops at the requested depth when recursive names one', async () => { + const result = await listFoldersOperation({ recursive: true, depth: 1 }, createContext()) + + const data = result.body.data as { entries: any[] } + expect(data.entries.map((entry) => entry.name)).not.toContain('Q3 Notes') + }) + + it('roots the listing at a named folder and reports it as the path', async () => { + const result = await listFoldersOperation({ path: '/Reports' }, createContext()) + + const data = result.body.data as { path: string; entries: any[] } + expect(data.path).toBe('/Reports') + expect(data.entries.map((entry) => entry.name)).toEqual(['Q3']) + }) + + /* A path naming no folder is a caller error, not an empty listing. */ + it('refuses to list a folder that does not exist', async () => { + await expect(listFoldersOperation({ path: '/Nope' }, createContext())).rejects.toThrow( + 'Folder not found: /Nope' + ) + }) + + it('creates through the canonical use case and projects the folder', async () => { + mocks.createKnowledgeFolder.execute.mockResolvedValue({ + folder: folderRow('q3', 'Q3', '/Reports/Q3', 'reports'), + }) + const context = createContext() + + const result = await createFolderOperation({ path: '/Reports/Q3' }, context) + + expect(mocks.createKnowledgeFolder.execute).toHaveBeenCalledWith({ + principal, + input: { workspaceId: 'workspace-1', path: '/Reports/Q3', source: 'agent' }, + request: { headers: context.headers }, + }) + expect(result.body).toEqual({ + success: true, + data: { + folder: { + id: 'q3', + name: 'Q3', + path: '/Reports/Q3', + parentPath: '/Reports', + createdAt: '2026-01-01T00:00:00.000Z', + updatedAt: '2026-01-01T00:00:00.000Z', + }, + }, + }) + }) + + it('reports where a moved folder came from as well as where it landed', async () => { + mocks.relocateKnowledgeFolder.execute.mockResolvedValue({ + folder: folderRow('q3', 'Q3', '/Archive/Q3', 'archive'), + }) + + const result = await updateFolderOperation( + { path: '/Reports/Q3', destinationPath: '/Archive/Q3' }, + createContext() + ) + + expect(result.body.data).toMatchObject({ + folder: { path: '/Archive/Q3', parentPath: '/Archive' }, + previousPath: '/Reports/Q3', + }) + }) + + /* + * A missing knowledge base count reads as zero rather than travelling as + * undefined, which the response schema would reject. + */ + it('reports a delete with no knowledge bases as zero, not absent', async () => { + mocks.deleteKnowledgeFolder.execute.mockResolvedValue({ + path: '/Reports/Q3', + deletedItems: { folders: 2 }, + }) + const context = createContext() + + const result = await deleteFolderOperation({ path: '/Reports/Q3', recursive: true }, context) + + expect(mocks.deleteKnowledgeFolder.execute).toHaveBeenCalledWith({ + principal, + input: { + workspaceId: 'workspace-1', + path: '/Reports/Q3', + recursive: true, + source: 'agent', + }, + request: { headers: context.headers }, + }) + expect(result.body).toEqual({ + success: true, + data: { + path: '/Reports/Q3', + deleted: true, + /* + * The cascade counted 2 folders including the deleted one; the output + * promises what went WITH it, so 1 subfolder is the honest number. + */ + deletedItems: { folders: 1, knowledgeBases: 0 }, + }, + }) + }) + + it('never reports a negative subfolder count for a leaf delete', async () => { + mocks.deleteKnowledgeFolder.execute.mockResolvedValue({ + path: '/Reports/Q3', + deletedItems: { folders: 1 }, + }) + + const result = await deleteFolderOperation({ path: '/Reports/Q3' }, createContext()) + + expect(result.body.data).toMatchObject({ deletedItems: { folders: 0, knowledgeBases: 0 } }) + }) +}) diff --git a/apps/sim/lib/internal/knowledge/operations.ts b/apps/sim/lib/internal/knowledge/operations.ts index 10d179bdece..61de3e5d652 100644 --- a/apps/sim/lib/internal/knowledge/operations.ts +++ b/apps/sim/lib/internal/knowledge/operations.ts @@ -9,10 +9,18 @@ import { type updateChunkBodySchema, type upsertDocumentBodySchema, } from '@/lib/api/contracts/knowledge' +import type { + knowledgeCreateFolderBodySchema, + knowledgeDeleteFolderBodySchema, + knowledgeListFoldersBodySchema, + knowledgeUpdateFolderBodySchema, +} from '@/lib/api/contracts/knowledge/folders' +import { DEFAULT_KNOWLEDGE_LIST_LIMIT } from '@/lib/api/contracts/knowledge/folders' import type { KnowledgeSearchBody } from '@/lib/api/contracts/knowledge/search' import { AuthType } from '@/lib/auth/hybrid' import { requireWorkspaceBillingAttributionHeader } from '@/lib/billing/core/billing-attribution' import { OrchestrationError } from '@/lib/core/orchestration/types' +import { parentFolderPath, ROOT_FOLDER_PATH } from '@/lib/folders/paths' import { internalKnowledgeAnalytics, internalKnowledgeProvenanceUserId, @@ -47,8 +55,16 @@ import { readKnowledgeDocument, upsertKnowledgeDocument, } from '@/lib/knowledge/application/documents' +import { + createKnowledgeFolder, + deleteKnowledgeFolder, + listKnowledgeFolders, + relocateKnowledgeFolder, +} from '@/lib/knowledge/application/folders' +import { listKnowledgeBases } from '@/lib/knowledge/application/knowledge-bases' import { searchKnowledge } from '@/lib/knowledge/application/search' import { listKnowledgeTags } from '@/lib/knowledge/application/tags' +import { selectKnowledgeDirectoryEntries } from '@/lib/knowledge/directory-listing' import { prepareKnowledgeModelInputProvenance } from '@/lib/knowledge/model-input-provenance' import { createKnowledgeDocumentSourceValue } from '@/lib/knowledge/secret-provenance' @@ -584,7 +600,11 @@ export async function listTagsOperation( } export async function searchOperation( - bodyInput: KnowledgeSearchBody & { skipUsageBilling?: boolean }, + bodyInput: KnowledgeSearchBody & { + skipUsageBilling?: boolean + folderPath?: string + folderIncludeSubfolders?: boolean + }, context: KnowledgeOperationContext ): Promise { throwIfAborted(context) @@ -592,9 +612,14 @@ export async function searchOperation( principal: context.principal, input: { workspaceId: context.principal.workspaceId, - knowledgeBaseIds: Array.isArray(bodyInput.knowledgeBaseIds) - ? bodyInput.knowledgeBaseIds - : [bodyInput.knowledgeBaseIds], + knowledgeBaseIds: + bodyInput.knowledgeBaseIds === undefined + ? [] + : Array.isArray(bodyInput.knowledgeBaseIds) + ? bodyInput.knowledgeBaseIds + : [bodyInput.knowledgeBaseIds], + folderPath: bodyInput.folderPath, + folderIncludeSubfolders: bodyInput.folderIncludeSubfolders, query: bodyInput.query, topK: bodyInput.topK, tagFilters: bodyInput.tagFilters, @@ -645,3 +670,170 @@ export async function searchOperation( }) return { body, ...finalization } } + +/** + * The folder a listing is rooted at, as an id. + * + * A contract-validated path is already byte-identical to the canonical form + * `buildFolderPath` produces — `parseFolderPath` rejects any other spelling of + * the same path — so matching on the string is exact, and a folder genuinely + * named `Q3/Q4` stays one segment on both sides. + */ +function resolveListingRoot( + folders: readonly { id: string; path: string }[], + path: string | undefined +): { rootId: string | null; rootPath: string } { + if (!path || path === ROOT_FOLDER_PATH) return { rootId: null, rootPath: ROOT_FOLDER_PATH } + const root = folders.find((folder) => folder.path === path) + if (!root) throw new OrchestrationError('not_found', `Folder not found: ${path}`) + return { rootId: root.id, rootPath: path } +} + +function toInternalKnowledgeFolder(folder: { + id: string + name: string + path: string + createdAt: Date + updatedAt: Date +}) { + return { + id: folder.id, + name: folder.name, + path: folder.path, + parentPath: parentFolderPath(folder.path), + createdAt: folder.createdAt.toISOString(), + updatedAt: folder.updatedAt.toISOString(), + } +} + +/** + * Lists a knowledge folder's subfolders and knowledge bases together. + * + * Takes the whole tree and the whole knowledge base set rather than asking + * either use case to filter, because the answer mixes two kinds: depth, search + * and ordering have to be decided over both at once, and two separately filtered + * queries cannot be interleaved afterwards. + */ +export async function listFoldersOperation( + body: z.output, + context: KnowledgeOperationContext +): Promise { + throwIfAborted(context) + const workspaceId = context.principal.workspaceId + const [{ folders }, { knowledgeBases }] = await Promise.all([ + listKnowledgeFolders.execute({ + principal: context.principal, + input: { workspaceId }, + request: { headers: context.headers }, + }), + listKnowledgeBases.execute({ + principal: context.principal, + input: { workspaceId, scope: 'active' }, + request: { headers: context.headers }, + }), + ]) + throwIfAborted(context) + + const projected = folders.map((folder) => ({ + ...toInternalKnowledgeFolder(folder), + parentId: folder.parentId, + })) + const { rootId, rootPath } = resolveListingRoot(projected, body.path) + + const { entries, truncated } = selectKnowledgeDirectoryEntries( + projected, + knowledgeBases.map(({ knowledgeBase }) => ({ + id: knowledgeBase.id, + name: knowledgeBase.name, + description: knowledgeBase.description, + folderId: knowledgeBase.folderId, + docCount: knowledgeBase.docCount, + tokenCount: knowledgeBase.tokenCount, + createdAt: knowledgeBase.createdAt.toISOString(), + updatedAt: knowledgeBase.updatedAt.toISOString(), + })), + { + rootId, + rootPath, + maxDepth: body.recursive ? (body.depth ?? Number.POSITIVE_INFINITY) : 1, + search: body.search, + limit: body.limit ?? DEFAULT_KNOWLEDGE_LIST_LIMIT, + } + ) + + return { body: { success: true, data: { path: rootPath, entries, truncated } } } +} + +export async function createFolderOperation( + body: z.output, + context: KnowledgeOperationContext +): Promise { + throwIfAborted(context) + const { folder } = await createKnowledgeFolder.execute({ + principal: context.principal, + input: { workspaceId: context.principal.workspaceId, path: body.path, source: 'agent' }, + request: { headers: context.headers }, + }) + throwIfAborted(context) + return { body: { success: true, data: { folder: toInternalKnowledgeFolder(folder) } } } +} + +export async function updateFolderOperation( + body: z.output, + context: KnowledgeOperationContext +): Promise { + throwIfAborted(context) + const { folder } = await relocateKnowledgeFolder.execute({ + principal: context.principal, + input: { + workspaceId: context.principal.workspaceId, + path: body.path, + destinationPath: body.destinationPath, + source: 'agent', + }, + request: { headers: context.headers }, + }) + throwIfAborted(context) + return { + body: { + success: true, + data: { folder: toInternalKnowledgeFolder(folder), previousPath: body.path }, + }, + } +} + +export async function deleteFolderOperation( + body: z.output, + context: KnowledgeOperationContext +): Promise { + throwIfAborted(context) + const result = await deleteKnowledgeFolder.execute({ + principal: context.principal, + input: { + workspaceId: context.principal.workspaceId, + path: body.path, + recursive: body.recursive, + source: 'agent', + }, + request: { headers: context.headers }, + }) + throwIfAborted(context) + return { + body: { + success: true, + data: { + path: result.path, + deleted: true as const, + deletedItems: { + /* + * The cascade counts the deleted folder itself; this output promises + * what went WITH it, so the folder is subtracted here the same way the + * audit projection does it. + */ + folders: Math.max(result.deletedItems.folders - 1, 0), + knowledgeBases: result.deletedItems.knowledgeBases ?? 0, + }, + }, + }, + } +} diff --git a/apps/sim/lib/internal/tool-operations/registry.server.ts b/apps/sim/lib/internal/tool-operations/registry.server.ts index 0a7a6e3fe90..9d5353f12bb 100644 --- a/apps/sim/lib/internal/tool-operations/registry.server.ts +++ b/apps/sim/lib/internal/tool-operations/registry.server.ts @@ -393,17 +393,21 @@ const MSSQL_TOOL_IDS = [ const KNOWLEDGE_TOOL_IDS = [ 'knowledge_create_document', + 'knowledge_create_folder', 'knowledge_delete_chunk', 'knowledge_delete_document', + 'knowledge_delete_folder', 'knowledge_get_connector', 'knowledge_get_document', 'knowledge_list_chunks', 'knowledge_list_connectors', 'knowledge_list_documents', + 'knowledge_list_folders', 'knowledge_list_tags', 'knowledge_search', 'knowledge_trigger_sync', 'knowledge_update_chunk', + 'knowledge_update_folder', 'knowledge_upload_chunk', 'knowledge_upsert_document', ] as const diff --git a/apps/sim/lib/knowledge/api/route-policies.ts b/apps/sim/lib/knowledge/api/route-policies.ts index 291585938dd..a5ae6856a0b 100644 --- a/apps/sim/lib/knowledge/api/route-policies.ts +++ b/apps/sim/lib/knowledge/api/route-policies.ts @@ -84,6 +84,12 @@ export const internalKnowledgeErrorPolicies = { */ bulkMove: internalKnowledgeErrorPolicy('Failed to move knowledge bases'), bulkDelete: internalKnowledgeErrorPolicy('Failed to delete knowledge bases'), + /** + * Folder routes name a workspace and a path rather than one knowledge base, + * so there is no knowledge base identity to conceal — same reasoning as the + * bulk routes above. + */ + folders: internalKnowledgeErrorPolicy('Failed to process knowledge folder request'), default: internalKnowledgeErrorPolicy('Internal server error'), documents: concealKnowledgeBase( internalKnowledgeErrorPolicy('Failed to process knowledge document request') diff --git a/apps/sim/lib/knowledge/application/operations.test.ts b/apps/sim/lib/knowledge/application/operations.test.ts index 9180ee81346..08339f98443 100644 --- a/apps/sim/lib/knowledge/application/operations.test.ts +++ b/apps/sim/lib/knowledge/application/operations.test.ts @@ -150,13 +150,33 @@ describe('knowledge operation registry', () => { expect(knowledgeOperations.updateDocument.principalKinds).toContain('delegated') expect(knowledgeOperations.updateTag.principalKinds).toContain('delegated') expect(knowledgeOperations.syncConnector.principalKinds).toContain('delegated') - expect(knowledgeOperations.listFolders.principalKinds).not.toContain('delegated') expect(knowledgeOperations.uploadComplete.principalKinds).not.toContain('delegated') - expect(knowledgeOperations.list.delegatedServices).toEqual(['copilot']) + expect(knowledgeOperations.list.delegatedServices).toEqual(['copilot', 'executor']) expect(knowledgeOperations.search.delegatedServices).toEqual(['copilot', 'executor']) expect(knowledgeOperations.uploadComplete.delegatedServices).toBeUndefined() }) + /* + * Each folder operation is reachable by a workflow, so each admits the + * executor. `list` is here because listing a folder answers with the knowledge + * bases inside it as well as its subfolders, so `knowledge_list_folders` calls + * both use cases. `manageVfsFolders` deliberately stays copilot-only: no tool + * calls it. + */ + it('admits the executor on exactly the folder operations a workflow tool reaches', () => { + for (const operation of [ + knowledgeOperations.listFolders, + knowledgeOperations.createFolder, + knowledgeOperations.relocateFolder, + knowledgeOperations.deleteFolder, + knowledgeOperations.list, + ]) { + expect(operation.principalKinds).toContain('delegated') + expect(operation.delegatedServices).toContain('executor') + } + expect(knowledgeOperations.manageVfsFolders.delegatedServices).not.toContain('executor') + }) + it('withholds knowledge base creation separately from using existing ones', () => { expect(knowledgeOperations.create.capability).toBe('knowledge.create') for (const operation of [ diff --git a/apps/sim/lib/knowledge/application/operations.ts b/apps/sim/lib/knowledge/application/operations.ts index ddd8cdc6fe8..7c324ee3eb0 100644 --- a/apps/sim/lib/knowledge/application/operations.ts +++ b/apps/sim/lib/knowledge/application/operations.ts @@ -17,6 +17,21 @@ const ALL_PRINCIPAL_WITH_EXECUTOR_POLICY = { const HTTP_PRINCIPAL_KINDS = ['session', 'personal_api_key', 'workspace_api_key'] as const +/** + * Executor only, deliberately narrower than {@link ALL_PRINCIPAL_WITH_EXECUTOR_POLICY}. + * + * The workflow tool surface is these operations' only delegated caller; Copilot + * manages knowledge folders through `knowledge.vfs.folders.manage`, which is + * purpose-built for it. Granting copilot here would also hand a model the + * recursive delete flag: `visibility: 'user-only'` is an editor-role concept + * that collapses on a direct or Copilot call, where `createUserToolSchema` + * publishes every parameter that is not `hidden`. + */ +const HUMAN_AND_EXECUTOR_PRINCIPAL_POLICY = { + principalKinds: ['session', 'personal_api_key', 'workspace_api_key', 'delegated'], + delegatedServices: ['executor'], +} as const + const HUMAN_AND_DELEGATED_PRINCIPAL_KINDS = ['session', 'personal_api_key', 'delegated'] as const const HUMAN_AND_COPILOT_PRINCIPAL_POLICY = { @@ -44,7 +59,7 @@ export const knowledgeOperations = { minimumRole: 'read', workspaceApiKey: 'allow', capability: 'knowledge.use', - ...ALL_PRINCIPAL_POLICY, + ...ALL_PRINCIPAL_WITH_EXECUTOR_POLICY, }), read: defineWorkspaceOperation({ id: 'knowledge.read', @@ -154,28 +169,28 @@ export const knowledgeOperations = { minimumRole: 'read', workspaceApiKey: 'allow', capability: 'knowledge.use', - principalKinds: HTTP_PRINCIPAL_KINDS, + ...HUMAN_AND_EXECUTOR_PRINCIPAL_POLICY, }), createFolder: defineWorkspaceOperation({ id: 'knowledge.folders.create', minimumRole: 'write', workspaceApiKey: 'allow', capability: 'knowledge.use', - principalKinds: HTTP_PRINCIPAL_KINDS, + ...HUMAN_AND_EXECUTOR_PRINCIPAL_POLICY, }), relocateFolder: defineWorkspaceOperation({ id: 'knowledge.folders.relocate', minimumRole: 'write', workspaceApiKey: 'allow', capability: 'knowledge.use', - principalKinds: HTTP_PRINCIPAL_KINDS, + ...HUMAN_AND_EXECUTOR_PRINCIPAL_POLICY, }), deleteFolder: defineWorkspaceOperation({ id: 'knowledge.folders.delete', minimumRole: 'write', workspaceApiKey: 'allow', capability: 'knowledge.use', - principalKinds: HTTP_PRINCIPAL_KINDS, + ...HUMAN_AND_EXECUTOR_PRINCIPAL_POLICY, }), listDocuments: defineWorkspaceOperation({ id: 'knowledge.documents.list', diff --git a/apps/sim/lib/knowledge/application/search.test.ts b/apps/sim/lib/knowledge/application/search.test.ts index bd8990759c1..f81b31a4f83 100644 --- a/apps/sim/lib/knowledge/application/search.test.ts +++ b/apps/sim/lib/knowledge/application/search.test.ts @@ -18,6 +18,8 @@ const mocks = vi.hoisted(() => ({ recordEmbeddingUsage: vi.fn(), importProvenance: vi.fn(), rerank: vi.fn(), + getWorkspaceKnowledgeBases: vi.fn(), + loadActiveFolderPathIndex: vi.fn(), })) vi.mock('@/lib/knowledge/reranker', () => ({ @@ -48,8 +50,26 @@ vi.mock('@/lib/knowledge/application/contexts', () => ({ resolveKnowledgeWorkspaceContext: mocks.resolveWorkspace, })) +/* + * Folder expansion reads through this same module, so the factory has to name + * `getWorkspaceKnowledgeBases` too — a factory listing only what today's tests + * touch leaves a new code path undefined and unreachable by any test. + */ vi.mock('@/lib/knowledge/service', () => ({ getKnowledgeBaseById: mocks.getKnowledgeBase, + getWorkspaceKnowledgeBases: mocks.getWorkspaceKnowledgeBases, +})) + +vi.mock('@/lib/folders/queries', () => ({ + loadActiveFolderPathIndex: mocks.loadActiveFolderPathIndex, + resolveFolderPathFilter: (index: { pathById: Map }, path?: string) => { + if (path === undefined) return { kind: 'unfiltered' as const } + if (path === '/') return { kind: 'folder' as const, folderId: null } + for (const [folderId, folderPath] of index.pathById) { + if (folderPath === path) return { kind: 'folder' as const, folderId } + } + return { kind: 'noMatch' as const } + }, })) vi.mock('@/lib/knowledge/embeddings', () => ({ @@ -413,4 +433,316 @@ describe('knowledge search application use case', () => { }) ).rejects.toBe(failure) }) + /* + * A folder stands for the knowledge bases inside it, resolved at run time. The + * expansion has to land on the SAME authorization path as an explicit list, so + * these assert what reaches `executeKnowledgeSearch` and that permission is + * still resolved first. + */ + describe('folder scope', () => { + const SESSION = { kind: 'session' as const, userId: 'user-1', sessionId: 'session-1' } + + function withFolders(paths: Record) { + mocks.loadActiveFolderPathIndex.mockResolvedValue({ + pathById: new Map(Object.entries(paths)), + rowById: new Map( + Object.keys(paths).map((id) => [ + id, + { id, parentId: id === 'support' ? null : 'support' }, + ]) + ), + }) + } + + beforeEach(() => { + withFolders({ support: '/Support', tier1: '/Support/Tier1' }) + mocks.getWorkspaceKnowledgeBases.mockResolvedValue({ data: [knowledgeBase] }) + }) + + it('searches the knowledge bases a folder expands to', async () => { + const result = await searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/Support', + query: 'answer', + topK: 5, + }, + }) + + expect(mocks.getWorkspaceKnowledgeBases).toHaveBeenCalledWith('workspace-1', 'active', { + folderId: 'support', + }) + expect(mocks.executeSearch).toHaveBeenCalledWith( + expect.objectContaining({ knowledgeBaseIds: ['knowledge-1'] }) + ) + expect(result.knowledgeBases).toEqual([{ id: 'knowledge-1', name: 'Docs' }]) + }) + + it('reaches subfolders only when asked', async () => { + await searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/Support', + folderIncludeSubfolders: true, + query: 'answer', + topK: 5, + }, + }) + + expect(mocks.getWorkspaceKnowledgeBases).toHaveBeenCalledWith( + 'workspace-1', + 'active', + expect.objectContaining({ folderIds: ['support', 'tier1'] }) + ) + }) + + /* + * A folder is a scope, so naming a knowledge base inside it is the narrower + * answer. Unioning would make "this folder, specifically this one" search + * more than either alone. + */ + it('lets a named knowledge base win over the folder rather than adding to it', async () => { + mocks.getWorkspaceKnowledgeBases.mockResolvedValue({ + data: [knowledgeBase, { ...knowledgeBase, id: 'knowledge-2' }], + }) + + await searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: ['knowledge-1'], + folderPath: '/Support', + query: 'answer', + topK: 5, + }, + }) + + expect(mocks.executeSearch).toHaveBeenCalledWith( + expect.objectContaining({ knowledgeBaseIds: ['knowledge-1'] }) + ) + /* The folder is not even expanded when the caller already named a target. */ + expect(mocks.getWorkspaceKnowledgeBases).not.toHaveBeenCalled() + }) + + /* + * `resolveFolderPathFromIndex` reports the root as `null`, so a descending + * root scope must NOT go through `folderIds`: `inArray` never matches a NULL + * folder id, and every knowledge base sitting loose at the root would + * silently drop out of a search that asked for everything. + */ + it('reads a descending root scope as the whole workspace, not a folder-id list', async () => { + await searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/', + folderIncludeSubfolders: true, + query: 'answer', + topK: 5, + }, + }) + + expect(mocks.getWorkspaceKnowledgeBases).toHaveBeenCalledWith('workspace-1', 'active', {}) + }) + + it('reads a non-descending root scope as the knowledge bases loose at the root', async () => { + await searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/', + query: 'answer', + topK: 5, + }, + }) + + expect(mocks.getWorkspaceKnowledgeBases).toHaveBeenCalledWith('workspace-1', 'active', { + folderId: null, + }) + }) + + it('does not re-read a knowledge base the folder expansion already loaded', async () => { + await searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/Support', + query: 'answer', + topK: 5, + }, + }) + + expect(mocks.getKnowledgeBase).not.toHaveBeenCalled() + }) + + /* + * Empty is an answer, not a failure — but the permission check still has to + * run, or pointing at an empty folder would be a way around it. + */ + it('returns no results for an empty folder, having still authorized the read', async () => { + mocks.getWorkspaceKnowledgeBases.mockResolvedValue({ data: [] }) + + const result = await searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/Support', + query: 'answer', + topK: 5, + }, + }) + + expect(result.results).toEqual([]) + expect(result.totalResults).toBe(0) + expect(mocks.resolvePermission).toHaveBeenCalled() + expect(mocks.executeSearch).not.toHaveBeenCalled() + expect(mocks.generateEmbedding).not.toHaveBeenCalled() + }) + + it('treats a folder path that matches nothing as an empty folder', async () => { + const result = await searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/Nope', + query: 'answer', + topK: 5, + }, + }) + + expect(result.results).toEqual([]) + expect(mocks.getWorkspaceKnowledgeBases).not.toHaveBeenCalled() + }) + + it('refuses a folder scope whose expansion exceeds the search fan-out cap', async () => { + mocks.getWorkspaceKnowledgeBases.mockResolvedValue({ + data: Array.from({ length: 21 }, (_, index) => ({ + ...knowledgeBase, + id: `knowledge-${index}`, + })), + }) + + await expect( + searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/Support', + query: 'answer', + topK: 5, + }, + }) + ).rejects.toThrow('holds 21 knowledge bases; a search covers at most 20') + }) + + /** + * The fan-out error names the folder and its knowledge-base count, so the + * expansion must not run for a caller who cannot read the workspace — + * otherwise a 400 becomes a probe. Authorization runs between + * `resolveContext` and `execute`, so "did we read?" is the observable proof + * that the expansion sits on the right side of it. + */ + it('does not read the folder when the caller cannot access the workspace', async () => { + mocks.resolvePermission.mockResolvedValue(null) + + await expect( + searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/Support', + folderIncludeSubfolders: true, + query: 'answer', + topK: 5, + }, + }) + ).rejects.toThrow() + + expect(mocks.getWorkspaceKnowledgeBases).not.toHaveBeenCalled() + expect(mocks.loadActiveFolderPathIndex).not.toHaveBeenCalled() + }) + + /* + * topK bounds the request, not the way its target was chosen. The folder + * branch returns early, so without hoisting the check a fractional limit + * would reach execution on a folder scope while failing on an equivalent + * knowledge-base scope. + */ + it('applies the topK bound to a folder scope too', async () => { + await expect( + searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/Support', + query: 'answer', + topK: 5.5, + }, + }) + ).rejects.toThrow('topK must be an integer') + }) + + /* + * The internal dispatch rejects a response with no provenance registry, so + * an empty folder returning early without one turns a documented empty + * result into a 500 for any caller that sent no provenance envelope. + */ + it('still produces a provenance registry for an empty folder', async () => { + mocks.getWorkspaceKnowledgeBases.mockResolvedValue({ data: [] }) + + const result = await searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/Support', + query: 'answer', + topK: 5, + prepareModelInputProvenance: async () => undefined, + }, + }) + + expect(result.results).toEqual([]) + expect(result.resultSecretRegistry).toBeDefined() + }) + + it('reports reranking as skipped, not unrequested, when an empty folder had nothing to rerank', async () => { + mocks.getWorkspaceKnowledgeBases.mockResolvedValue({ data: [] }) + + const result = await searchKnowledge.execute({ + principal: SESSION, + input: { + workspaceId: 'workspace-1', + knowledgeBaseIds: [], + folderPath: '/Support', + query: 'answer', + topK: 5, + rerankerEnabled: true, + }, + }) + + expect(result.rerankerStatus).toBe('skipped') + }) + + it('refuses a folder scope with no workspace to resolve it against', async () => { + await expect( + searchKnowledge.execute({ + principal: SESSION, + input: { knowledgeBaseIds: [], folderPath: '/Support', query: 'answer', topK: 5 }, + }) + ).rejects.toThrow('folder scope requires a workspace') + }) + }) }) diff --git a/apps/sim/lib/knowledge/application/search.ts b/apps/sim/lib/knowledge/application/search.ts index c4d492820ac..851825d1d5c 100644 --- a/apps/sim/lib/knowledge/application/search.ts +++ b/apps/sim/lib/knowledge/application/search.ts @@ -19,6 +19,8 @@ import { isDurableSecretProvenanceEnforced, reportUnrecordedDurableProvenance, } from '@/lib/execution/durable-secret-provenance-enforcement' +import { loadActiveFolderPathIndex, resolveFolderPathFilter } from '@/lib/folders/queries' +import { collectFolderDepths } from '@/lib/folders/subtree' import { defineAuthorizedKnowledgeUseCase } from '@/lib/knowledge/application/authorized-knowledge-use-case' import { KnowledgeUsageLimitExceededError, @@ -30,7 +32,7 @@ import { resolveKnowledgeWorkspaceContext, } from '@/lib/knowledge/application/contexts' import { knowledgeOperations } from '@/lib/knowledge/application/operations' -import { ALL_TAG_SLOTS } from '@/lib/knowledge/constants' +import { ALL_TAG_SLOTS, MAX_KNOWLEDGE_FOLDERS_PER_WORKSPACE } from '@/lib/knowledge/constants' import { getEmbeddingModelInfo } from '@/lib/knowledge/embedding-models' import { runWithKnowledgeModelInputProvenance } from '@/lib/knowledge/model-input-provenance' import { rerank } from '@/lib/knowledge/reranker' @@ -42,7 +44,8 @@ import { type SearchResult, } from '@/lib/knowledge/search/queries' import { importKnowledgeSearchResultSecretProvenance } from '@/lib/knowledge/secret-provenance' -import { getKnowledgeBaseById } from '@/lib/knowledge/service' +import type { GetKnowledgeBasesOptions } from '@/lib/knowledge/service' +import { getKnowledgeBaseById, getWorkspaceKnowledgeBases } from '@/lib/knowledge/service' import { type KnowledgeTagNameFilter, resolveKnowledgeTagFilters, @@ -80,6 +83,14 @@ export interface SearchKnowledgeInput { /** Optional assertion from a trusted adapter or public contract. */ workspaceId?: string knowledgeBaseIds: string[] + /** + * Canonical folder path standing for the knowledge bases inside it, resolved + * now rather than when the block was configured — so a knowledge base added to + * the folder since then is searched. + */ + folderPath?: string + /** Whether the folder scope reaches into its subfolders. Off by default. */ + folderIncludeSubfolders?: boolean query?: string topK: number tagFilters?: KnowledgeSearchTagFilter[] @@ -144,30 +155,111 @@ export interface SearchKnowledgeResult { resultSecretRegistry?: ResolvedSecretTraceRegistry } +/** + * The knowledge bases a folder scope stands for. + * + * Descendants are collected by walking `parentId` rather than by comparing path + * strings, so a folder genuinely named `Q3/Q4` cannot be mistaken for two + * levels. A path matching no folder yields an empty set rather than a 404, + * matching the read-side convention `resolveFolderPathFilter` documents — a + * scope that selects nothing is an empty result, not a failure. + */ +async function resolveFolderScopeKnowledgeBases( + workspaceId: string, + folderPath: string, + includeSubfolders: boolean +): Promise { + const index = await loadActiveFolderPathIndex(workspaceId, 'knowledge_base', undefined, { + maxRows: MAX_KNOWLEDGE_FOLDERS_PER_WORKSPACE, + }) + const filter = resolveFolderPathFilter(index, folderPath) + if (filter.kind === 'noMatch') return [] + + /* + * `resolveFolderPathFromIndex` reports the workspace root as `null`, so the + * root has three readings and only two of them are a folder-id filter: + * + * root + descending -> the whole workspace, and NO folder filter at all. + * root, not descending -> the knowledge bases sitting loose at the root, + * which is `folderId: null`. + * a real folder -> that folder, plus its descendants when descending. + * + * The first case has to skip `folderIds`: it is an `inArray` over folder ids, + * and no id ever equals SQL NULL, so enumerating every folder would silently + * drop every knowledge base that sits outside one — a "search everything" + * that quietly searches less. + */ + const rootId = filter.kind === 'folder' ? filter.folderId : null + const scope = (): GetKnowledgeBasesOptions => { + if (rootId === null) return includeSubfolders ? {} : { folderId: null } + if (!includeSubfolders) return { folderId: rootId } + const folderIds = [rootId] + for (const id of collectFolderDepths([...index.rowById.values()], rootId).keys()) { + folderIds.push(id) + } + return { folderIds } + } + + const page = await getWorkspaceKnowledgeBases(workspaceId, 'active', scope()) + return page.data as KnowledgeBaseWithCounts[] +} + +/** + * What the search will actually read: the knowledge bases named outright, plus + * whatever the folder scope expands to, deduplicated. + */ async function resolveKnowledgeSearchContext( input: SearchKnowledgeInput ): Promise { + /* + * Bounds the request itself, so it runs before either target branch can + * return. A folder scope is a different way of choosing WHAT to search, not a + * reason to skip checking HOW MUCH is asked for. + */ if ( - input.knowledgeBaseIds.length < 1 || - input.knowledgeBaseIds.length > KNOWLEDGE_SEARCH_COST_POLICY.maxKnowledgeBases + !Number.isInteger(input.topK) || + input.topK < 1 || + input.topK > KNOWLEDGE_SEARCH_COST_POLICY.maxTopK ) { throw new OrchestrationError( 'validation', - `Knowledge search requires between 1 and ${KNOWLEDGE_SEARCH_COST_POLICY.maxKnowledgeBases} knowledge bases` + `topK must be an integer between 1 and ${KNOWLEDGE_SEARCH_COST_POLICY.maxTopK}` ) } + + /** + * A folder scope resolves NOTHING here. Expanding it would read the caller's + * asserted workspace before the wrapper authorizes it, and the fan-out error + * names the folder and its knowledge-base count — enough for an unauthorized + * caller to probe a workspace they cannot read. The expansion therefore waits + * until `execute`, which only runs after authorization. + */ + if (input.folderPath !== undefined && input.knowledgeBaseIds.length === 0) { + if (!input.workspaceId) { + throw new OrchestrationError( + 'validation', + 'A folder scope requires a workspace, because a folder is only meaningful inside one' + ) + } + return { + ...(await resolveKnowledgeWorkspaceContext({ workspaceId: input.workspaceId })), + knowledgeBases: [], + } + } + + const knowledgeBaseIds = input.knowledgeBaseIds + if ( - !Number.isInteger(input.topK) || - input.topK < 1 || - input.topK > KNOWLEDGE_SEARCH_COST_POLICY.maxTopK + knowledgeBaseIds.length < 1 || + knowledgeBaseIds.length > KNOWLEDGE_SEARCH_COST_POLICY.maxKnowledgeBases ) { throw new OrchestrationError( 'validation', - `topK must be an integer between 1 and ${KNOWLEDGE_SEARCH_COST_POLICY.maxTopK}` + `Knowledge search requires between 1 and ${KNOWLEDGE_SEARCH_COST_POLICY.maxKnowledgeBases} knowledge bases` ) } - const knowledgeBases = await Promise.all(input.knowledgeBaseIds.map(getKnowledgeBaseById)) - const missingIds = input.knowledgeBaseIds.filter((_, index) => !knowledgeBases[index]) + const knowledgeBases = await Promise.all(knowledgeBaseIds.map(getKnowledgeBaseById)) + const missingIds = knowledgeBaseIds.filter((_, index) => !knowledgeBases[index]) if (missingIds.length > 0) { throw new OrchestrationError( 'not_found', @@ -185,7 +277,7 @@ async function resolveKnowledgeSearchContext( if (input.workspaceId && input.workspaceId !== canonicalWorkspaceId) { throw new OrchestrationError( 'not_found', - `Knowledge bases not found or access denied: ${input.knowledgeBaseIds.join(', ')}` + `Knowledge bases not found or access denied: ${knowledgeBaseIds.join(', ')}` ) } if (!canonicalWorkspaceId) { @@ -193,7 +285,7 @@ async function resolveKnowledgeSearchContext( if (ownerUserIds.size !== 1) { throw new OrchestrationError( 'not_found', - `Knowledge bases not found or access denied: ${input.knowledgeBaseIds.join(', ')}` + `Knowledge bases not found or access denied: ${knowledgeBaseIds.join(', ')}` ) } const legacyPersonalOwnerUserId = knowledgeBases[0]?.userId @@ -250,7 +342,91 @@ export const searchKnowledge = defineAuthorizedKnowledgeUseCase({ } } - const knowledgeBaseIds = context.knowledgeBases.map((knowledgeBase) => knowledgeBase.id) + /** + * The folder is expanded HERE, not in `resolveContext`, because everything + * above this line has already been authorized against the workspace. The + * fan-out error below names the folder and its count, which is exactly the + * kind of detail a caller who cannot read the workspace must not learn. + */ + const searchKnowledgeBases = + context.knowledgeBases.length === 0 && + input.folderPath !== undefined && + context.workspaceId !== undefined + ? await resolveFolderScopeKnowledgeBases( + context.workspaceId, + input.folderPath, + input.folderIncludeSubfolders ?? false + ) + : context.knowledgeBases + + if (searchKnowledgeBases.length > KNOWLEDGE_SEARCH_COST_POLICY.maxKnowledgeBases) { + /* + * A folder scope resolves when the workflow runs, so this can start + * failing because someone else added a knowledge base to the folder. The + * message names the folder and the count, or the owner of a workflow they + * did not change is left with an error that mentions neither. + */ + throw new OrchestrationError( + 'validation', + `Folder "${input.folderPath}" holds ${searchKnowledgeBases.length} knowledge bases; a search covers at most ${KNOWLEDGE_SEARCH_COST_POLICY.maxKnowledgeBases}. Narrow the folder or turn off Include Subfolders.` + ) + } + + const preparedRegistry = input.prepareModelInputProvenance + ? await input.prepareModelInputProvenance({ userId, workspaceId: context.workspaceId }) + : undefined + const resultSecretRegistry = preparedRegistry ?? input.resultSecretRegistry + + /** + * An empty folder scope answers with nothing, before any embedding is + * generated or billed — and before tag filters are resolved, which would + * otherwise run against zero knowledge bases and fail a search that is + * documented to come back empty. + */ + if (searchKnowledgeBases.length === 0) { + return { + results: [] as KnowledgeSearchItem[], + query: input.query ?? '', + knowledgeBaseIds: [] as string[], + knowledgeBases: [] as Array<{ id: string; name: string }>, + knowledgeBaseId: '', + topK: input.topK, + totalResults: 0, + /* + * Declared rather than omitted so both returns have one shape: an early + * return that drops a key narrows the inferred union, and every consumer + * reading `cost` or `rerankerStatus` stops compiling. Nothing was + * reranked and nothing was billed, which is what these two say. + */ + /* + * Reranking that found no candidates was still requested. Saying + * `not_requested` would report the caller's own configuration back to + * them incorrectly; `skipped` is what the populated no-candidate path + * reports. + */ + rerankerStatus: (input.rerankerEnabled ? 'skipped' : 'not_requested') as RerankerStatus, + cost: undefined as KnowledgeSearchCost | undefined, + ...(context.workspaceId ? { workspaceId: context.workspaceId } : {}), + userId, + /* + * Same fallback the populated path builds. A caller that sent no + * provenance envelope gets `undefined` back from + * `prepareModelInputProvenance`, and the internal dispatch rejects a + * response with no registry — so returning early without one turns a + * documented empty result into a 500. + */ + resultSecretRegistry: + resultSecretRegistry ?? + (input.prepareModelInputProvenance + ? new ResolvedSecretTraceRegistry([], { + userId, + workspaceId: context.workspaceId, + }) + : undefined), + } + } + + const knowledgeBaseIds = searchKnowledgeBases.map((knowledgeBase) => knowledgeBase.id) let structuredFilters: StructuredFilter[] = [] let definitionsByKnowledgeBase = new Map() if (filters.length > 0) { @@ -259,7 +435,7 @@ export const searchKnowledge = defineAuthorizedKnowledgeUseCase({ definitionsByKnowledgeBase = built.definitionsByKnowledgeBase } - const embeddingModels = [...new Set(context.knowledgeBases.map((kb) => kb.embeddingModel))] + const embeddingModels = [...new Set(searchKnowledgeBases.map((kb) => kb.embeddingModel))] if (hasQuery && embeddingModels.length > 1) { throw new OrchestrationError( 'validation', @@ -267,10 +443,6 @@ export const searchKnowledge = defineAuthorizedKnowledgeUseCase({ ) } const embeddingModel = embeddingModels[0] - const preparedRegistry = input.prepareModelInputProvenance - ? await input.prepareModelInputProvenance({ userId, workspaceId: context.workspaceId }) - : undefined - const resultSecretRegistry = preparedRegistry ?? input.resultSecretRegistry const queryEmbeddingPromise = hasQuery ? runWithKnowledgeModelInputProvenance(resultSecretRegistry, () => generateSearchEmbedding(input.query!, embeddingModel, context.workspaceId) @@ -552,7 +724,7 @@ export const searchKnowledge = defineAuthorizedKnowledgeUseCase({ results, query: input.query ?? '', knowledgeBaseIds, - knowledgeBases: context.knowledgeBases.map((knowledgeBase) => ({ + knowledgeBases: searchKnowledgeBases.map((knowledgeBase) => ({ id: knowledgeBase.id, name: knowledgeBase.name, })), @@ -567,6 +739,12 @@ export const searchKnowledge = defineAuthorizedKnowledgeUseCase({ } }, afterSuccess: ({ context, result }) => { + /* + * An empty folder scope searched no knowledge base, so there is none to + * attribute the event to. Emitting it anyway files a search against the + * empty id and inflates the per-base counts with a base that was never read. + */ + if (!result.knowledgeBaseId) return PlatformEvents.knowledgeBaseSearched({ knowledgeBaseId: result.knowledgeBaseId, resultsCount: result.totalResults, diff --git a/apps/sim/lib/knowledge/directory-listing.test.ts b/apps/sim/lib/knowledge/directory-listing.test.ts new file mode 100644 index 00000000000..a3f0cff672b --- /dev/null +++ b/apps/sim/lib/knowledge/directory-listing.test.ts @@ -0,0 +1,181 @@ +/** + * @vitest-environment node + */ +import { describe, expect, it } from 'vitest' +import { + type KnowledgeDirectoryBase, + type KnowledgeDirectoryFolder, + selectKnowledgeDirectoryEntries, +} from '@/lib/knowledge/directory-listing' + +const TIMESTAMP = '2026-01-16T09:00:00.000Z' + +function folder( + id: string, + name: string, + path: string, + parentPath: string, + parentId: string | null +): KnowledgeDirectoryFolder { + return { id, parentId, name, path, parentPath, createdAt: TIMESTAMP, updatedAt: TIMESTAMP } +} + +function base(id: string, name: string, folderId: string | null): KnowledgeDirectoryBase { + return { + id, + name, + description: null, + folderId, + docCount: 1, + tokenCount: 10, + createdAt: TIMESTAMP, + updatedAt: TIMESTAMP, + } +} + +/* + * `Reports/Q3\/Q4` is one folder whose NAME contains a slash. It is one level in + * both path spellings and two if either is split on `/`, so it belongs in every + * fixture that walks this tree. + */ +const FOLDERS: KnowledgeDirectoryFolder[] = [ + folder('reports', 'Reports', '/Reports', '/', null), + folder('quarters', 'Q3/Q4', '/Reports/Q3%2FQ4', '/Reports', 'reports'), + folder('archive', 'Archive', '/Archive', '/', null), +] + +const BASES: KnowledgeDirectoryBase[] = [ + base('kb-root', 'Root Handbook', null), + base('kb-reports', 'Reports FAQ', 'reports'), + base('kb-quarters', 'Quarterly Notes', 'quarters'), +] + +const UNLIMITED = Number.POSITIVE_INFINITY + +describe('selectKnowledgeDirectoryEntries', () => { + it('lists direct children only at depth 1', () => { + const { entries, truncated } = selectKnowledgeDirectoryEntries(FOLDERS, BASES, { + rootId: null, + rootPath: '/', + maxDepth: 1, + limit: 100, + }) + + expect(truncated).toBe(false) + expect(entries.map((entry) => [entry.kind, entry.name])).toEqual([ + ['folder', 'Archive'], + ['folder', 'Reports'], + ['knowledge_base', 'Root Handbook'], + ]) + }) + + it('treats a folder whose name contains a slash as one level', () => { + const { entries } = selectKnowledgeDirectoryEntries(FOLDERS, BASES, { + rootId: 'reports', + rootPath: '/Reports', + maxDepth: 1, + limit: 100, + }) + + const quarters = entries.find((entry) => entry.kind === 'folder' && entry.name === 'Q3/Q4') + expect(quarters).toMatchObject({ kind: 'folder', depth: 1, path: '/Reports/Q3%2FQ4' }) + /* Its knowledge base is a level deeper, so a depth-1 listing must not reach it. */ + expect(entries.map((entry) => entry.name)).not.toContain('Quarterly Notes') + }) + + it('reports a knowledge base under a slash-named folder at that folder path', () => { + const { entries } = selectKnowledgeDirectoryEntries(FOLDERS, BASES, { + rootId: 'reports', + rootPath: '/Reports', + maxDepth: UNLIMITED, + limit: 100, + }) + + expect(entries.find((entry) => entry.name === 'Quarterly Notes')).toMatchObject({ + kind: 'knowledge_base', + depth: 2, + folderPath: '/Reports/Q3%2FQ4', + }) + }) + + it('walks the whole subtree when depth is unbounded', () => { + const { entries } = selectKnowledgeDirectoryEntries(FOLDERS, BASES, { + rootId: null, + rootPath: '/', + maxDepth: UNLIMITED, + limit: 100, + }) + + expect(entries.map((entry) => entry.name)).toEqual([ + 'Archive', + 'Reports', + 'Root Handbook', + 'Q3/Q4', + 'Reports FAQ', + 'Quarterly Notes', + ]) + }) + + it('reports a deep match at its real depth even when no ancestor matches', () => { + const { entries } = selectKnowledgeDirectoryEntries(FOLDERS, BASES, { + rootId: null, + rootPath: '/', + maxDepth: UNLIMITED, + search: 'quarterly', + limit: 100, + }) + + expect(entries).toHaveLength(1) + expect(entries[0]).toMatchObject({ name: 'Quarterly Notes', depth: 3 }) + }) + + it('matches case-insensitively on the entry name', () => { + const { entries } = selectKnowledgeDirectoryEntries(FOLDERS, BASES, { + rootId: null, + rootPath: '/', + maxDepth: UNLIMITED, + search: 'ARCHIVE', + limit: 100, + }) + + expect(entries.map((entry) => entry.name)).toEqual(['Archive']) + }) + + it('flags a listing the limit cut short', () => { + const { entries, truncated } = selectKnowledgeDirectoryEntries(FOLDERS, BASES, { + rootId: null, + rootPath: '/', + maxDepth: UNLIMITED, + limit: 2, + }) + + expect(entries).toHaveLength(2) + expect(truncated).toBe(true) + }) + + it('places a knowledge base sitting directly in the listed folder at the root path', () => { + const { entries } = selectKnowledgeDirectoryEntries(FOLDERS, BASES, { + rootId: 'reports', + rootPath: '/Reports', + maxDepth: 1, + limit: 100, + }) + + expect(entries.find((entry) => entry.name === 'Reports FAQ')).toMatchObject({ + kind: 'knowledge_base', + depth: 1, + folderPath: '/Reports', + }) + }) + + it('excludes anything outside the listed folder', () => { + const { entries } = selectKnowledgeDirectoryEntries(FOLDERS, BASES, { + rootId: 'archive', + rootPath: '/Archive', + maxDepth: UNLIMITED, + limit: 100, + }) + + expect(entries).toEqual([]) + }) +}) diff --git a/apps/sim/lib/knowledge/directory-listing.ts b/apps/sim/lib/knowledge/directory-listing.ts new file mode 100644 index 00000000000..7c5d05d8b08 --- /dev/null +++ b/apps/sim/lib/knowledge/directory-listing.ts @@ -0,0 +1,165 @@ +import { collectFolderDepths } from '@/lib/folders/subtree' + +export interface KnowledgeDirectoryFolder { + id: string + parentId: string | null + name: string + /** Canonical percent-encoded path. */ + path: string + parentPath: string + createdAt: string + updatedAt: string +} + +export interface KnowledgeDirectoryBase { + id: string + name: string + description: string | null + folderId: string | null + docCount: number + tokenCount: number + createdAt: string + updatedAt: string +} + +/** + * One child of the listed folder. `kind` is the discriminant, so a consumer can + * narrow before reaching for the fields only one side has — a folder has a path + * of its own, a knowledge base has the path of the folder holding it. + */ +export type KnowledgeDirectoryEntry = + | { + kind: 'folder' + id: string + name: string + path: string + parentPath: string + depth: number + createdAt: string + updatedAt: string + } + | { + kind: 'knowledge_base' + id: string + name: string + description: string | null + folderPath: string + depth: number + docCount: number + tokenCount: number + createdAt: string + updatedAt: string + } + +export interface KnowledgeDirectoryListing { + entries: KnowledgeDirectoryEntry[] + /** True when `limit` cut the listing short, so a caller can say so rather than imply completeness. */ + truncated: boolean +} + +export interface KnowledgeDirectoryListingOptions { + /** The folder being listed; `null` is the workspace root. */ + rootId: string | null + /** The root's own canonical path, used as the folder path of the knowledge bases directly in it. */ + rootPath: string + /** Deepest level to include, counted from the listed folder. 1 is direct children. */ + maxDepth: number + /** Case-insensitive substring match against an entry's name. */ + search?: string + limit: number +} + +/** + * Lists what is inside a knowledge folder: its subfolders and its knowledge + * bases together, because "what is in here" is one question and answering it in + * two calls makes the caller reassemble an ordering it should not have to know. + * + * Depth is counted from the listed folder, and a knowledge base sits one level + * below the folder holding it — so a non-recursive listing (`maxDepth` 1) is the + * direct subfolders plus the knowledge bases directly inside, and nothing from a + * level down. + * + * Search filters the result rather than the traversal: a match deep in the tree + * is still reported at its real depth, and its unmatched ancestors are simply + * absent. Filtering the traversal instead would hide anything under a folder + * whose own name did not match. + * + * Depths come from {@link collectFolderDepths}, which walks `parentId` rather + * than comparing path strings — so a folder genuinely named `Q3/Q4` is one level + * here no matter how its path is spelled. + * + * Traversal, depth, search and sort are the same logic as + * `lib/workspace-files/directory-listing.ts`; only the non-folder payload + * differs. Kept separate for now because that module belongs to the File slice + * this branch is stacked on, and a shared generic is worth extracting once both + * have landed rather than editing an in-review file from downstream. + */ +export function selectKnowledgeDirectoryEntries( + folders: readonly KnowledgeDirectoryFolder[], + knowledgeBases: readonly KnowledgeDirectoryBase[], + options: KnowledgeDirectoryListingOptions +): KnowledgeDirectoryListing { + const folderDepths = collectFolderDepths(folders, options.rootId, { maxDepth: options.maxDepth }) + const folderById = new Map(folders.map((folder) => [folder.id, folder])) + + const depthOf = (folderId: string | null): number | undefined => { + if (folderId === options.rootId) return 0 + if (folderId === null) return undefined + return folderDepths.get(folderId) + } + + const needle = options.search?.trim().toLowerCase() + const matches = (name: string) => !needle || name.toLowerCase().includes(needle) + + const entries: KnowledgeDirectoryEntry[] = [] + + for (const [folderId, depth] of folderDepths) { + const folder = folderById.get(folderId) + if (!folder || !matches(folder.name)) continue + entries.push({ + kind: 'folder', + id: folder.id, + name: folder.name, + path: folder.path, + parentPath: folder.parentPath, + depth, + createdAt: folder.createdAt, + updatedAt: folder.updatedAt, + }) + } + + for (const knowledgeBase of knowledgeBases) { + const parentDepth = depthOf(knowledgeBase.folderId) + if (parentDepth === undefined) continue + const depth = parentDepth + 1 + if (depth > options.maxDepth || !matches(knowledgeBase.name)) continue + entries.push({ + kind: 'knowledge_base', + id: knowledgeBase.id, + name: knowledgeBase.name, + description: knowledgeBase.description, + folderPath: + knowledgeBase.folderId === options.rootId + ? options.rootPath + : (folderById.get(knowledgeBase.folderId ?? '')?.path ?? options.rootPath), + depth, + docCount: knowledgeBase.docCount, + tokenCount: knowledgeBase.tokenCount, + createdAt: knowledgeBase.createdAt, + updatedAt: knowledgeBase.updatedAt, + }) + } + + /* Shallowest first, folders before knowledge bases, then by name — the order a browser shows. */ + entries.sort( + (a, b) => + a.depth - b.depth || + (a.kind === b.kind ? 0 : a.kind === 'folder' ? -1 : 1) || + a.name.localeCompare(b.name) + ) + + return { + entries: entries.slice(0, options.limit), + truncated: entries.length > options.limit, + } +} diff --git a/apps/sim/lib/knowledge/service.ts b/apps/sim/lib/knowledge/service.ts index 534bab008ce..34485833582 100644 --- a/apps/sim/lib/knowledge/service.ts +++ b/apps/sim/lib/knowledge/service.ts @@ -150,6 +150,12 @@ const KNOWLEDGE_BASE_SORTS = { export interface GetKnowledgeBasesOptions { /** Restrict to one knowledge-base folder; `undefined` lists all and `null` lists the root. */ folderId?: string | null + /** + * Restrict to a set of knowledge-base folders, for a scope that spans a folder + * and its descendants. An empty array matches nothing, which is what an empty + * folder subtree should read as. Mutually exclusive with `folderId`. + */ + folderIds?: string[] /** Case-insensitive substring match on the knowledge base name. */ search?: string sortBy?: V2KnowledgeBaseSortBy @@ -267,6 +273,7 @@ async function readWorkspaceKnowledgeBaseRows( }> { const { folderId, + folderIds, search, sortBy = 'createdAt', sortOrder = 'asc', @@ -286,11 +293,15 @@ async function readWorkspaceKnowledgeBaseRows( and( eq(knowledgeBase.workspaceId, workspaceId), knowledgeBaseScopeCondition(scope), - folderId === undefined - ? undefined - : folderId === null - ? isNull(knowledgeBase.folderId) - : eq(knowledgeBase.folderId, folderId), + folderIds !== undefined + ? folderIds.length === 0 + ? sql`false` + : inArray(knowledgeBase.folderId, folderIds) + : folderId === undefined + ? undefined + : folderId === null + ? isNull(knowledgeBase.folderId) + : eq(knowledgeBase.folderId, folderId), searchFilter(knowledgeBase.name, search), resumeKeyset(keys, cursorKeys, sortOrder) ), diff --git a/apps/sim/tools/generated/tool-ids.ts b/apps/sim/tools/generated/tool-ids.ts index 8b522229954..f0c82c8b8bf 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","affinity_batch_update_entity_fields","affinity_batch_update_list_entry_fields","affinity_create_list","affinity_create_list_field_dropdown_option","affinity_create_merge","affinity_create_note","affinity_create_reminder","affinity_delete_list_field_dropdown_option","affinity_delete_note","affinity_get_company","affinity_get_current_user","affinity_get_entity_field_value","affinity_get_list","affinity_get_list_entry","affinity_get_list_entry_field","affinity_get_list_field_dropdown_option","affinity_get_merge","affinity_get_merge_task","affinity_get_note","affinity_get_opportunity","affinity_get_person","affinity_get_saved_view","affinity_get_transcript","affinity_get_user","affinity_list_calls","affinity_list_chat_messages","affinity_list_companies","affinity_list_coworker_connections","affinity_list_emails","affinity_list_entity_field_values","affinity_list_entity_list_entries","affinity_list_entity_lists","affinity_list_entity_notes","affinity_list_entity_relationships","affinity_list_field_dropdown_options","affinity_list_field_metadata","affinity_list_field_value_changes","affinity_list_investor_executive_connections","affinity_list_list_entries","affinity_list_list_entry_field_value_changes","affinity_list_list_entry_fields","affinity_list_list_field_dropdown_options","affinity_list_list_fields","affinity_list_lists","affinity_list_meetings","affinity_list_merge_tasks","affinity_list_merges","affinity_list_note_attached_companies","affinity_list_note_attached_opportunities","affinity_list_note_attached_persons","affinity_list_note_replies","affinity_list_notes","affinity_list_opportunities","affinity_list_persons","affinity_list_reminders","affinity_list_saved_view_entries","affinity_list_saved_views","affinity_list_transcript_fragments","affinity_list_transcripts","affinity_list_users","affinity_search_companies","affinity_search_files","affinity_search_list_entries","affinity_search_notes","affinity_search_persons","affinity_semantic_search","affinity_update_entity_field_value","affinity_update_list_entry_field","affinity_update_list_field_dropdown_option","affinity_update_note","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_get_opening","ashby_list_application_feedback","ashby_list_application_history","ashby_list_applications","ashby_list_archive_reasons","ashby_list_candidate_tags","ashby_list_candidates","ashby_list_custom_fields","ashby_list_departments","ashby_list_interview_plans","ashby_list_interview_stages","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_search_jobs","ashby_search_openings","ashby_search_users","ashby_set_custom_field_value","ashby_set_custom_field_values","ashby_transfer_application","ashby_update_candidate","ashby_upload_candidate_file","ashby_upload_resume","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_fu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,"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","tinyfish_cancel_run","tinyfish_fetch","tinyfish_get_run","tinyfish_list_runs","tinyfish_list_vault_items","tinyfish_run","tinyfish_run_async","tinyfish_search","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 9eae01ac4e8..c119bad3300 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)"}},"hostedApiKey":"none"},"a2a_get_agent_card":{"id":"a2a_get_agent_card","name":"A2A Get Agent Card","description":"Fetch the Agent Card (discovery document) for an external A2A agent.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_get_task":{"id":"a2a_get_task","name":"A2A Get Task","description":"Retrieve the current state and result of an A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to retrieve"},"historyLength":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of history messages to include"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_send_message":{"id":"a2a_send_message","name":"A2A Send Message","description":"Send a message to an external A2A agent and return its response.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"message":{"type":"string","required":true,"visibility":"user-or-llm","description":"The message text to send"},"data":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional structured JSON data to attach"},"files":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional files to attach"},"taskId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Existing task ID to continue"},"contextId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Conversation context ID to continue"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"affinity_batch_update_entity_fields":{"id":"affinity_batch_update_entity_fields","name":"Affinity Batch Update Entity Fields","description":"Write up to 100 non-list field values on one company or person in a single request.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to write the fields on: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_batch_update_list_entry_fields":{"id":"affinity_batch_update_list_entry_fields","name":"Affinity Batch Update List Entry Fields","description":"Write up to 100 field values on one list row in a single request. Requires the \\"Export data from Lists\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_create_list":{"id":"affinity_create_list","name":"Affinity Create List","description":"Create a list. Its type fixes which entities it can hold, and the API key holder becomes its creator and owner.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the new list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Entity kind the list holds: company, opportunity, or person"},"isPublic":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Whether everyone in the organization can see the list"}},"hostedApiKey":"none"},"affinity_create_list_field_dropdown_option":{"id":"affinity_create_list_field_dropdown_option","name":"Affinity Create List Field Dropdown Option","description":"Add a selectable option to a dropdown field on a list. A ranked or status option also needs a rank and a color.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Kind of option to create, matching the field. dropdown takes only a label; ranked-dropdown also requires rank and color; status-dropdown additionally requires a status category. Sending a field the kind does not accept is rejected"},"text":{"type":"string","required":true,"visibility":"user-or-llm","description":"The option label"},"rank":{"type":"number","required":false,"visibility":"user-or-llm","description":"Sort order. Required on a ranked-dropdown or status-dropdown option"},"color":{"type":"string","required":false,"visibility":"user-or-llm","description":"Option color: white, gray, blue, green, purple, orange, or red. Required on a ranked-dropdown or status-dropdown option"},"statusCategory":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pipeline meaning of the option: open, won, lost, or on-hold. Status-dropdown options only"},"winRate":{"type":"number","required":false,"visibility":"user-or-llm","description":"Expected win rate of the status. Status-dropdown options only"}},"hostedApiKey":"none"},"affinity_create_merge":{"id":"affinity_create_merge","name":"Affinity Create Merge","description":"Fold a duplicate company or person into the record you are keeping. The merge runs asynchronously — poll the returned task to see it finish. Requires the \\"Manage duplicates\\" permission and an admin role.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What to merge: companies or persons"},"primaryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to keep"},"duplicateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the duplicate record to fold in"}},"hostedApiKey":"none"},"affinity_create_note":{"id":"affinity_create_note","name":"Affinity Create Note","description":"Write a note — attached to companies, persons, and opportunities, anchored to a meeting, call, or chat message, or posted as a reply to an existing note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Note shape: entities to attach it to records, interaction to anchor it to a meeting, call, or chat message, or user-reply to reply to a note"},"html":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note body as HTML"},"companyIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Companies to attach the note to, e.g. [1, 2]. Not used on a reply"},"personIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Persons to attach the note to, e.g. [1, 2]. Not used on a reply"},"opportunityIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Opportunities to attach the note to, e.g. [1, 2]. Not used on a reply"},"interactionId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The interaction to anchor the note to. Required for an interaction note"},"interactionType":{"type":"string","required":false,"visibility":"user-or-llm","description":"Kind of the anchoring interaction: meeting, call, or chat-message. Required for an interaction note"},"parentId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The note being replied to. Required for a user-reply note"},"creatorId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Attribute the note to another internal person. Defaults to the API key holder"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"Backdate the note to this ISO 8601 timestamp"}},"hostedApiKey":"none"},"affinity_create_reminder":{"id":"affinity_create_reminder","name":"Affinity Create Reminder","description":"Create a reminder on one company, person, or opportunity. A recurring reminder resets whenever the chosen signal happens instead of firing once.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"one-time to fire once, or recurring to reset on a signal"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What the reminder is about: company, person, or opportunity"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"dueDate":{"type":"string","required":false,"visibility":"user-or-llm","description":"When the reminder is due, as an ISO 8601 timestamp. Required for a one-time reminder; on a recurring one Affinity computes it from the period when omitted"},"content":{"type":"string","required":false,"visibility":"user-or-llm","description":"What the reminder says"},"ownerId":{"type":"string","required":true,"visibility":"user-or-llm","description":"User the reminder is assigned to. Must be an internal user. The API key holder is recorded as the creator, which is a separate field"},"resetTrigger":{"type":"string","required":false,"visibility":"user-or-llm","description":"What restarts a recurring reminder: interaction, email, or event. Required when the type is recurring"},"periodDays":{"type":"number","required":false,"visibility":"user-or-llm","description":"Days between firings of a recurring reminder. Required when the type is recurring"}},"hostedApiKey":"none"},"affinity_delete_list_field_dropdown_option":{"id":"affinity_delete_list_field_dropdown_option","name":"Affinity Delete List Field Dropdown Option","description":"Permanently delete a dropdown option on a list field. Every list entry currently set to it is cleared, and those values cannot be recovered.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID to delete"}},"hostedApiKey":"none"},"affinity_delete_note":{"id":"affinity_delete_note","name":"Affinity Delete Note","description":"Delete a note you created. Deleting a root note also deletes its replies; deleting a reply removes only that reply.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID to delete"}},"hostedApiKey":"none"},"affinity_get_company":{"id":"affinity_get_company","name":"Affinity Get Company","description":"Look up one company by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"companyId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The company ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_current_user":{"id":"affinity_get_current_user","name":"Affinity Get Current User","description":"Verify an Affinity API key and return the tenant, the user behind the key, and the scopes the grant carries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"}},"hostedApiKey":"none"},"affinity_get_entity_field_value":{"id":"affinity_get_entity_field_value","name":"Affinity Get Entity Field Value","description":"Read one non-list field value from a company or person.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read the field from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list":{"id":"affinity_get_list","name":"Affinity Get List","description":"Read one list — its name, type, owner, and privacy setting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"}},"hostedApiKey":"none"},"affinity_get_list_entry":{"id":"affinity_get_list_entry","name":"Affinity Get List Entry","description":"Read one row of a list with its entity. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_list_entry_field":{"id":"affinity_get_list_entry_field","name":"Affinity Get List Entry Field","description":"Read one field value on a list row.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list_field_dropdown_option":{"id":"affinity_get_list_field_dropdown_option","name":"Affinity Get List Field Dropdown Option","description":"Read one dropdown option on a list field.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID"}},"hostedApiKey":"none"},"affinity_get_merge":{"id":"affinity_get_merge","name":"Affinity Get Merge","description":"Read the status of one company or person merge, including why it failed if it did.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge to read: companies or persons"},"mergeId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge ID"}},"hostedApiKey":"none"},"affinity_get_merge_task":{"id":"affinity_get_merge_task","name":"Affinity Get Merge Task","description":"Read one merge task and how its merges are progressing. Poll this after starting a merge.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge task to read: companies or persons"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge task ID"}},"hostedApiKey":"none"},"affinity_get_note":{"id":"affinity_get_note","name":"Affinity Get Note","description":"Read one note with its body, author, mentions, and attached records.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"}},"hostedApiKey":"none"},"affinity_get_opportunity":{"id":"affinity_get_opportunity","name":"Affinity Get Opportunity","description":"Read one opportunity and the list it belongs to. Its field data lives on the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"opportunityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The opportunity ID"}},"hostedApiKey":"none"},"affinity_get_person":{"id":"affinity_get_person","name":"Affinity Get Person","description":"Look up one person by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"personId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The person ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_saved_view":{"id":"affinity_get_saved_view","name":"Affinity Get Saved View","description":"Read one saved view — its name, kind, and creation date.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"viewId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The saved view ID"}},"hostedApiKey":"none"},"affinity_get_transcript":{"id":"affinity_get_transcript","name":"Affinity Get Transcript","description":"Read one transcript with its first 100 fragments. Page the fragments endpoint for a longer meeting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"transcriptId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The transcript ID"}},"hostedApiKey":"none"},"affinity_get_user":{"id":"affinity_get_user","name":"Affinity Get User","description":"Read one internal user. A user and their person record share the same numeric ID, so a person ID works here.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"userId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The user ID, which is also their person ID"}},"hostedApiKey":"none"},"affinity_list_calls":{"id":"affinity_list_calls","name":"Affinity List Calls","description":"Page through logged calls and their participants. Only calls the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_chat_messages":{"id":"affinity_list_chat_messages","name":"Affinity List Chat Messages","description":"Page through logged chat messages and their participants. Only messages the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_companies":{"id":"affinity_list_companies","name":"Affinity List Companies","description":"Page through companies. Companies come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these company IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_coworker_connections":{"id":"affinity_list_coworker_connections","name":"Affinity List Coworker Connections","description":"Find warm paths into a company through shared work history: who in your Affinity data once worked alongside the people you want to reach. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_emails":{"id":"affinity_list_emails","name":"Affinity List Emails","description":"Page through email metadata — subject, participants, and timestamps. Affinity never exposes email bodies through the API.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_field_values":{"id":"affinity_list_entity_field_values","name":"Affinity List Entity Field Values","description":"Page through a company\'s or person\'s non-list field values. List fields are not returned here — read those through the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read field values from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_entity_list_entries":{"id":"affinity_list_entity_list_entries","name":"Affinity List Entity List Entries","description":"Page through a company\'s or person\'s rows across every list, each carrying that list\'s field values and when the entity was added.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the rows of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_lists":{"id":"affinity_list_entity_lists","name":"Affinity List Entity Lists","description":"List every list a company or person appears on that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the lists of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_notes":{"id":"affinity_list_entity_notes","name":"Affinity List Entity Notes","description":"List the notes relevant to one company, person, or opportunity — directly attached notes plus notes reaching it through its people and meetings.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity the notes hang off: companies, persons, or opportunities"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_entity_relationships":{"id":"affinity_list_entity_relationships","name":"Affinity List Entity Relationships","description":"List who knows a company or person, scored 0.0 to 1.0 by how much the two actually interact. Strongest first by default.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up relationships for: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on interactionScore only, e.g. \\"interactionScore>=0.5\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"interactionScore\\"] for weakest first, [\\"-interactionScore\\"] for strongest first (the default)"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_field_dropdown_options":{"id":"affinity_list_field_dropdown_options","name":"Affinity List Field Dropdown Options","description":"List the selectable options on a dropdown or ranked-dropdown company or person field. Writing such a field needs the option ID, not its text.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which field family the field belongs to: companies or persons"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown or ranked-dropdown field ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_metadata":{"id":"affinity_list_field_metadata","name":"Affinity List Field Metadata","description":"List the non-list company or person fields, with the value type, filter operators, and sort support of each. Start here to find the Field IDs the read and write tools take.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which fields to describe: companies or persons"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Status\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_value_changes":{"id":"affinity_list_field_value_changes","name":"Affinity List Field Value Changes","description":"Page through field value changes across the whole workspace. Built for delta sync: follow nextCursor to the end of a run, then resume from the last cursor next time.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, listEntry.id, changer.id, changedAt, or actionType. Resume a sync with e.g. \\"changedAt>2026-06-01T12:00:00Z\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"changedAt\\"] for oldest first (the default), [\\"-changedAt\\"] for newest first"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_investor_executive_connections":{"id":"affinity_list_investor_executive_connections","name":"Affinity List Investor Executive Connections","description":"Find warm paths into a company through investment history: which investors in your Affinity data backed a company the people you want to reach once led. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_list_entries":{"id":"affinity_list_list_entries","name":"Affinity List List Entries","description":"Page through the rows of a list. Rows come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_field_value_changes":{"id":"affinity_list_list_entry_field_value_changes","name":"Affinity List List Entry Field Value Changes","description":"Page through the history of one list row — who changed which field, when, and to what.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, changer.id, changedAt, or actionType, e.g. \\"field.id=field-1234\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_fields":{"id":"affinity_list_list_entry_fields","name":"Affinity List List Entry Fields","description":"Page through every field value on one list row, including the list-specific columns. All fields are returned unless narrowed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, list, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_list_field_dropdown_options":{"id":"affinity_list_list_field_dropdown_options","name":"Affinity List List Field Dropdown Options","description":"List the selectable options on a dropdown, ranked-dropdown, or status-dropdown field of a list.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_fields":{"id":"affinity_list_list_fields","name":"Affinity List List Fields","description":"List the fields available on one list, including its list-specific columns. Use these Field IDs when reading or writing list entries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Stage\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_lists":{"id":"affinity_list_lists","name":"Affinity List Lists","description":"Page through the lists in the organization that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"term":{"type":"string","required":false,"visibility":"user-or-llm","description":"Case-insensitive substring match on the list name"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_meetings":{"id":"affinity_list_meetings","name":"Affinity List Meetings","description":"Page through past and upcoming meetings with their organizer and attendees.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merge_tasks":{"id":"affinity_list_merge_tasks","name":"Affinity List Merge Tasks","description":"Page through merge tasks, each summarizing how many of its merges are in progress, succeeded, or failed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge tasks to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on status only, e.g. \\"status=in-progress\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merges":{"id":"affinity_list_merges","name":"Affinity List Merges","description":"Page through the company or person merges the organization has run, with the status and the records involved in each.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merges to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over status or taskId, e.g. \\"status=failed\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_note_attached_companies":{"id":"affinity_list_note_attached_companies","name":"Affinity List Note Attached Companies","description":"List the companies directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_opportunities":{"id":"affinity_list_note_attached_opportunities","name":"Affinity List Note Attached Opportunities","description":"List the opportunities directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_persons":{"id":"affinity_list_note_attached_persons","name":"Affinity List Note Attached Persons","description":"List the persons directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_replies":{"id":"affinity_list_note_replies","name":"Affinity List Note Replies","description":"Page through the replies on one note, including AI Notetaker replies.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID whose replies to read"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_notes":{"id":"affinity_list_notes","name":"Affinity List Notes","description":"Page through every note the caller can see. Replies are excluded.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_opportunities":{"id":"affinity_list_opportunities","name":"Affinity List Opportunities","description":"Page through opportunities. Field data lives on the list entry, not here — read it through the list or saved view the opportunity belongs to.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these opportunity IDs, e.g. [1, 2, 3]"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_persons":{"id":"affinity_list_persons","name":"Affinity List Persons","description":"Page through persons. Persons come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these person IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_reminders":{"id":"affinity_list_reminders","name":"Affinity List Reminders","description":"Page through the reminders the caller can see. Filter by status to surface what is overdue.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_saved_view_entries":{"id":"affinity_list_saved_view_entries","name":"Affinity List Saved View Entries","description":"Page through the rows of a saved view. The view\'s own filters and columns decide which rows and which field data come back.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"viewId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The saved view ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_saved_views":{"id":"affinity_list_saved_views","name":"Affinity List Saved Views","description":"List the saved views on a list that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_transcript_fragments":{"id":"affinity_list_transcript_fragments","name":"Affinity List Transcript Fragments","description":"Page through everything said in a meeting, segment by segment with the speaker.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"transcriptId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The transcript ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_transcripts":{"id":"affinity_list_transcripts","name":"Affinity List Transcripts","description":"Page through meeting transcript metadata. Read one transcript to get what was actually said.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_users":{"id":"affinity_list_users","name":"Affinity List Users","description":"Page through the internal users in the organization. Email addresses and roles are returned only to callers with the \\"Manage Users\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"term":{"type":"string","required":false,"visibility":"user-or-llm","description":"Case-insensitive match across first name, last name, and primary email"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over id or status, e.g. \\"status=active\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_search_companies":{"id":"affinity_search_companies","name":"Affinity Search Companies","description":"Search companies by filters, sorts, and a free-text term. Requires the \\"Export All Organizations directory\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filters":{"type":"json","required":false,"visibility":"user-or-llm","description":"Filter group as {operator: \\"and\\"|\\"or\\", filters: [...]}, at most 50 leaves. Each leaf is {valueType, fieldId, operator, value}, and a leaf may itself be a nested group"},"searchTerm":{"type":"string","required":false,"visibility":"user-or-llm","description":"Free-text term matched against the searchable fields. At least 3 characters"},"searchFieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs the search term is matched against. Defaults to the searchable fields"},"sorts":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order as [{fieldId, direction: \\"asc\\"|\\"desc\\", attributeId?}], up to 5, applied in order"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_search_files":{"id":"affinity_search_files","name":"Affinity Search Files","description":"Search files by keyword, ordered by relevance. Narrow to specific files or to one company, or leave both unset to search the whole account.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"prompt":{"type":"string","required":true,"visibility":"user-or-llm","description":"What to search for. Between 3 and 500 characters"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the search to these file IDs. Cannot be combined with Company ID"},"companyId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Restrict the search to one company\'s files. Cannot be combined with file IDs"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of files to return, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_search_list_entries":{"id":"affinity_search_list_entries","name":"Affinity Search List Entries","description":"Search the rows of one list by filters, sorts, and a free-text term. Requires the \\"Export data from Lists\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID to search"},"filters":{"type":"json","required":false,"visibility":"user-or-llm","description":"Filter group as {operator: \\"and\\"|\\"or\\", filters: [...]}, at most 50 leaves. Each leaf is {valueType, fieldId, operator, value}, and a leaf may itself be a nested group"},"searchTerm":{"type":"string","required":false,"visibility":"user-or-llm","description":"Free-text term matched against the searchable fields. At least 3 characters"},"searchFieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs the search term is matched against. Defaults to the searchable fields"},"sorts":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order as [{fieldId, direction: \\"asc\\"|\\"desc\\", attributeId?}], up to 5, applied in order"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_search_notes":{"id":"affinity_search_notes","name":"Affinity Search Notes","description":"Search notes by keyword, ordered by relevance. Narrow to specific notes or to one company, or leave both unset to search the whole account.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"prompt":{"type":"string","required":true,"visibility":"user-or-llm","description":"What to search for. Between 3 and 500 characters"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the search to these note IDs. Cannot be combined with Company ID"},"companyId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Restrict the search to one company\'s notes. Cannot be combined with note IDs"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of notes to return, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_search_persons":{"id":"affinity_search_persons","name":"Affinity Search Persons","description":"Search persons by filters, sorts, and a free-text term. Requires the \\"Export All People directory\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filters":{"type":"json","required":false,"visibility":"user-or-llm","description":"Filter group as {operator: \\"and\\"|\\"or\\", filters: [...]}, at most 50 leaves. Each leaf is {valueType, fieldId, operator, value}, and a leaf may itself be a nested group"},"searchTerm":{"type":"string","required":false,"visibility":"user-or-llm","description":"Free-text term matched against the searchable fields. At least 3 characters"},"searchFieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs the search term is matched against. Defaults to the searchable fields"},"sorts":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order as [{fieldId, direction: \\"asc\\"|\\"desc\\", attributeId?}], up to 5, applied in order"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_semantic_search":{"id":"affinity_semantic_search","name":"Affinity Semantic Search","description":"Find companies from a description in plain language — industry, technology, stage, or business model. 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Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live), \\"all_time\\" (default, includes lost backlinks), or \\"since:YYYY-MM-DD\\" (backlinks found since a date)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_backlinks":{"id":"ahrefs_backlinks","name":"Ahrefs Backlinks","description":"Get a list of backlinks pointing to a target domain or URL. Returns details about each backlink including source URL, anchor text, and domain rating.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live backlinks), \\"all_time\\" (default, includes lost backlinks), or \\"since:YYYY-MM-DD\\" (backlinks found since a date)."},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_backlinks_stats":{"id":"ahrefs_backlinks_stats","name":"Ahrefs Backlinks Stats","description":"Get backlink and referring domain totals for a target domain or URL, both currently live and across all time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_batch_analysis":{"id":"ahrefs_batch_analysis","name":"Ahrefs Batch Analysis","description":"Get bulk SEO metrics (Domain Rating, backlinks, referring domains, organic traffic, and more) for multiple domains or URLs in a single request. Useful for comparing many competitors at once.","version":"1.0.0","params":{"targets":{"type":"string","required":true,"visibility":"user-or-llm","description":"Comma-separated list of domains or URLs to analyze. Example: \\"example.com,competitor.com\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode applied to every target: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"protocol":{"type":"string","required":false,"visibility":"user-or-llm","description":"Protocol applied to every target: \\"both\\" (default), \\"http\\", or \\"https\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_broken_backlinks":{"id":"ahrefs_broken_backlinks","name":"Ahrefs Broken Backlinks","description":"Get a list of broken backlinks pointing to a target domain or URL. Useful for identifying link reclamation opportunities.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_domain_rating":{"id":"ahrefs_domain_rating","name":"Ahrefs Domain Rating","description":"Get the Domain Rating (DR) and Ahrefs Rank for a target domain. Domain Rating shows the strength of a website\'s backlink profile on a scale from 0 to 100.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain to analyze (e.g., example.com)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date for historical data in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_domain_rating_history":{"id":"ahrefs_domain_rating_history","name":"Ahrefs Domain Rating History","description":"Get the historical Domain Rating (DR) trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_keyword_overview":{"id":"ahrefs_keyword_overview","name":"Ahrefs Keyword Overview","description":"Get detailed metrics for a keyword including search volume, keyword difficulty, CPC, clicks, and traffic potential.","version":"1.0.0","params":{"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The keyword to analyze"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for keyword data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_keywords_history":{"id":"ahrefs_keywords_history","name":"Ahrefs Keywords History","description":"Get the historical organic keyword ranking distribution for a target domain or URL over a date range: how many keywords rank in each position bucket at each point in time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_metrics":{"id":"ahrefs_metrics","name":"Ahrefs Metrics","description":"Get a one-call organic and paid search overview for a target domain or URL: organic traffic, organic keywords, paid traffic, paid keywords, and estimated traffic cost.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_metrics_history":{"id":"ahrefs_metrics_history","name":"Ahrefs Metrics History","description":"Get the historical organic and paid traffic trend for a target domain or URL over a date range: organic traffic/cost and paid traffic/cost at each point in time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_organic_competitors":{"id":"ahrefs_organic_competitors","name":"Ahrefs Organic Competitors","description":"Get domains that compete with a target domain or URL for the same organic keywords, ranked by keyword overlap.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_organic_keywords":{"id":"ahrefs_organic_keywords","name":"Ahrefs Organic Keywords","description":"Get organic keywords that a target domain or URL ranks for in Google search results. Returns keyword details including search volume, ranking position, and estimated traffic.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_paid_pages":{"id":"ahrefs_paid_pages","name":"Ahrefs Paid Pages","description":"Get a target domain\'s pages that receive paid search traffic, sorted by estimated paid traffic. Returns page URLs with their paid traffic, keyword counts, and estimated spend.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_competitors_overview":{"id":"ahrefs_rank_tracker_competitors_overview","name":"Ahrefs Rank Tracker Competitors Overview","description":"Get competitor rankings for the keywords tracked in an Ahrefs Rank Tracker project: each tracked keyword\'s volume and difficulty alongside every competitor\'s position, traffic, and traffic value. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_competitors_stats":{"id":"ahrefs_rank_tracker_competitors_stats","name":"Ahrefs Rank Tracker Competitors Stats","description":"Get aggregate competitor stats for an Ahrefs Rank Tracker project: each competitor\'s traffic, traffic value, average position, and share of voice across all tracked keywords. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report metrics for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_overview":{"id":"ahrefs_rank_tracker_overview","name":"Ahrefs Rank Tracker Overview","description":"Get ranking overview metrics for the keywords tracked in an Ahrefs Rank Tracker project: position, search volume, keyword difficulty, and estimated traffic. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_serp_overview":{"id":"ahrefs_rank_tracker_serp_overview","name":"Ahrefs Rank Tracker SERP Overview","description":"Get the full SERP (search engine results page) for a keyword tracked in an Ahrefs Rank Tracker project, including every ranking URL with its position, title, and authority metrics. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The tracked keyword to retrieve SERP data for"},"country":{"type":"string","required":true,"visibility":"user-or-llm","description":"Country code for the tracked keyword. Example: \\"us\\", \\"gb\\", \\"de\\""},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"topPositions":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of top organic positions to return (defaults to all available)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Timestamp to return the last available SERP Overview at, in YYYY-MM-DDThh:mm:ss format"},"locationId":{"type":"number","required":false,"visibility":"user-or-llm","description":"Location ID of the tracked keyword, if tracked at a specific location"},"languageCode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Language code of the tracked keyword"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_refdomains_history":{"id":"ahrefs_refdomains_history","name":"Ahrefs Referring Domains History","description":"Get the historical referring domains trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_referring_domains":{"id":"ahrefs_referring_domains","name":"Ahrefs Referring Domains","description":"Get a list of domains that link to a target domain or URL. Returns unique referring domains with their domain rating, backlink counts, and discovery dates.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live), \\"all_time\\" (default, includes lost domains), or \\"since:YYYY-MM-DD\\" (domains found since a date)."},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"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"}},"hostedApiKey":"none"},"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. 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