diff --git a/.agents/skills/add-block-preview/SKILL.md b/.agents/skills/add-block-preview/SKILL.md index 158922058e5..c583a54c2cf 100644 --- a/.agents/skills/add-block-preview/SKILL.md +++ b/.agents/skills/add-block-preview/SKILL.md @@ -41,7 +41,7 @@ A revealed block that is not globally GA (`enabled !== true`, or env-revealed) r - GA via config (code cleanup pending): `{ "enabled": true }` — suffix disappears everywhere within ~30s (AppConfig TTL) + client refetch. Same runbook as `feature-flags`: edit the hosted document, `aws appconfig start-deployment` with the `sim--fast` strategy (see the infra README). -5. **GA cleanup:** delete `preview: true` from the block (now visible to self-hosters on their next upgrade), add its `BlockMeta` + regen docs, and drop the AppConfig entry. For a v2 upgrade, this is also when v1 gets `hideFromToolbar: true` (the superseded-version paradigm). +5. **GA cleanup:** delete `preview: true` from the block (now visible to self-hosters on their next upgrade), add its `BlockMeta` + regen docs, and drop the AppConfig entry. For a v2 upgrade, this is also when v1 gets `hideFromToolbar: true` **and** `sunset: { status: 'legacy', replacedBy: '' }` (the superseded-version paradigm). Both edits must land in the **same commit** as the `preview: true` removal — `check-block-registry` fails a sunset block whose `replacedBy` is still `preview`, so splitting them breaks the build in between. Also move the block's `BLOCK_DISPLAY_WORKFLOWS` entry (`apps/docs/components/workflow-preview/block-display-workflows.ts`) to the new type, or `BlockPreview` silently renders nothing on the docs page. ## Kill switch (shipped blocks) diff --git a/.agents/skills/add-block/SKILL.md b/.agents/skills/add-block/SKILL.md index f6a1b854877..7de2fa0e872 100644 --- a/.agents/skills/add-block/SKILL.md +++ b/.agents/skills/add-block/SKILL.md @@ -695,6 +695,10 @@ export const ServiceBlock: BlockConfig = { type: 'service', name: 'Service (Legacy)', hideFromToolbar: true, // Hide from toolbar + // Required: drives the amber legacy badge and its click-to-upgrade action. + // `check-block-registry` fails a legacy block with no `replacedBy`, one whose + // target does not exist, or one whose target is itself sunset or still `preview`. + sunset: { status: 'legacy', replacedBy: 'service_v2' }, // ... rest of config } diff --git a/.agents/skills/add-integration/SKILL.md b/.agents/skills/add-integration/SKILL.md index 9d442edd645..b727fa06bb3 100644 --- a/.agents/skills/add-integration/SKILL.md +++ b/.agents/skills/add-integration/SKILL.md @@ -598,7 +598,15 @@ If creating V2 versions (API-aligned outputs): 1. **V2 Tools** - Add `_v2` suffix, version `2.0.0`, flat outputs 2. **V2 Block** - Add `_v2` type, use `createVersionedToolSelector` -3. **V1 Block** - Add `(Legacy)` to name, set `hideFromToolbar: true` +3. **V1 Block** - Add `(Legacy)` to name, set `hideFromToolbar: true`, and add + `sunset: { status: 'legacy', replacedBy: '{service}_v2' }` — `check-block-registry` + fails a legacy block with no `replacedBy`, and the amber legacy badge plus its + click-to-upgrade action read from that field. + + **Only add `replacedBy` once the target is GA.** The same check also fails when + the target is unregistered, itself sunset, or still `preview: true`. If v2 is + preview-gated, leave v1 alone until GA and drop `preview` in the *same commit* + that adds the sunset — splitting them breaks the build in between. 4. **Registry** - Register both versions ```typescript diff --git a/apps/docs/components/ui/icon-mapping.ts b/apps/docs/components/ui/icon-mapping.ts index c7feb4ab052..14abfde510d 100644 --- a/apps/docs/components/ui/icon-mapping.ts +++ b/apps/docs/components/ui/icon-mapping.ts @@ -546,6 +546,7 @@ export const blockTypeToIconMap: Record = { stt_v2: STTIcon, supabase: SupabaseIcon, table: Table, + table_v2: Table, tailscale: TailscaleIcon, tavily: TavilyIcon, telegram: TelegramIcon, diff --git a/apps/docs/components/workflow-preview/block-display-workflows.ts b/apps/docs/components/workflow-preview/block-display-workflows.ts index eb456340eac..0685ef2c4b0 100644 --- a/apps/docs/components/workflow-preview/block-display-workflows.ts +++ b/apps/docs/components/workflow-preview/block-display-workflows.ts @@ -349,14 +349,14 @@ export const BLOCK_DISPLAY_WORKFLOWS: Record = { ], edges: [], }, - table: { - id: 'table', + table_v2: { + id: 'table_v2', name: 'Table', blocks: [ { - id: 'table', + id: 'table_v2', name: 'Table', - type: 'table', + type: 'table_v2', bgColor: '#10B981', position: { x: 0, y: 0 }, hideTargetHandle: true, diff --git a/apps/docs/components/workflow-preview/examples.ts b/apps/docs/components/workflow-preview/examples.ts index 639de68608e..dcf10ca36d1 100644 --- a/apps/docs/components/workflow-preview/examples.ts +++ b/apps/docs/components/workflow-preview/examples.ts @@ -139,7 +139,7 @@ export const TABLE_ENRICH_WORKFLOW: PreviewWorkflow = { { id: 'table1', name: 'Table 1', - type: 'table', + type: 'table_v2', bgColor: '#10B981', position: { x: 0, y: 0 }, hideTargetHandle: true, @@ -162,7 +162,7 @@ export const TABLE_ENRICH_WORKFLOW: PreviewWorkflow = { { id: 'table2', name: 'Table 2', - type: 'table', + type: 'table_v2', bgColor: '#10B981', position: { x: 660, y: 0 }, rows: [ @@ -1644,7 +1644,7 @@ export const TABLE_ROUNDTRIP_WORKFLOW: PreviewWorkflow = { { id: 'query', name: 'Table', - type: 'table', + type: 'table_v2', bgColor: '#10B981', position: { x: 0, y: 0 }, hideTargetHandle: true, @@ -1664,7 +1664,7 @@ export const TABLE_ROUNDTRIP_WORKFLOW: PreviewWorkflow = { { id: 'update', name: 'Table', - type: 'table', + type: 'table_v2', bgColor: '#10B981', position: { x: 680, y: 0 }, rows: [ diff --git a/apps/docs/content/docs/integrations/table.mdx b/apps/docs/content/docs/integrations/table.mdx index 744cbe6aa71..096574ad428 100644 --- a/apps/docs/content/docs/integrations/table.mdx +++ b/apps/docs/content/docs/integrations/table.mdx @@ -6,7 +6,7 @@ description: User-defined data tables import { BlockInfoCard } from "@/components/ui/block-info-card" @@ -17,7 +17,7 @@ Tables allow you to create and manage custom data tables directly within Sim. St - **No external setup**: Create tables instantly without configuring external databases - **Workflow-native**: Data persists across workflow executions and is accessible from any workflow in your workspace - **Flexible schema**: Define columns with types (string, number, currency, boolean, date, json, select) and constraints (required, unique) -- **Powerful querying**: Filter, sort, and paginate data using MongoDB-style operators +- **Powerful querying**: Filter, sort, and paginate data using a typed predicate grammar - **Agent-friendly**: Tables can be used as tools by AI agents for dynamic data storage and retrieval **Key Features:** @@ -54,7 +54,7 @@ Tables are created from the **Tables** section in the sidebar. Each table requir ## Usage Instructions -Create and manage custom data tables. Store, query, and manipulate structured data within workflows. Query Rows returns every matching row when Limit is omitted and fails if the result exceeds 5MB. +Create and manage custom data tables. Store, query, and manipulate structured data within workflows. Query Rows accepts a plain predicate — `{"field":"wins","op":"gte","value":10}` — for one condition. Use `all` (AND) or `any` (OR) groups for multiple or nested conditions. Operators: eq, ne, gt, gte, lt, lte, in, nin, like, ilike, nlike, nilike, contains, ncontains, startsWith, endsWith, isNull, isNotNull, isEmpty, isNotEmpty. Order is a sort spec `[{"field":"wins","direction":"desc"}]`. Query Rows returns every matching row when Limit is omitted (fails if the result exceeds 5MB — add a filter or a Limit). With a Limit, responses page: a non-null nextCursor means more rows exist — pass it back as the cursor. Columns to Return narrows each row to the selected columns (by stable id or name; one that no longer exists is skipped); leave it empty for every column. @@ -204,29 +204,29 @@ Delete multiple rows that match filter criteria. Use with caution - supports opt ### Query Rows -Query rows from a table with filtering, sorting, and pagination +Query rows with a typed predicate filter and cursor pagination. A single filter can be a plain condition: `\{"field":"wins","op":"gte","value":10\}`. Use `all` (AND) or `any` (OR) groups for multiple or nested conditions. Operators: eq, ne, gt, gte, lt, lte, in, nin, like, ilike, nlike, nilike, contains, ncontains, startsWith, endsWith, isNull, isNotNull, isEmpty, isNotEmpty. Order is a sort spec, e.g. `[\{"field":"wins","direction":"desc"\}]`. Omit limit to return the entire result — the query fails if it exceeds the 5MB budget (narrow with a filter or set a limit). With a limit, a page can end early at the byte budget: a non-null nextCursor means more rows exist — pass it back as cursor to continue; never infer completion from page size. #### Input | Parameter | Type | Required | Description | | --------- | ---- | -------- | ----------- | | `tableId` | string | Yes | Table ID | -| `filter` | object | No | Filter conditions \(MongoDB-style operators: $eq, $ne, $gt, $gte, $lt, $lte, $in, $nin, $contains, $ncontains, $startsWith, $endsWith, $empty\) | -| `sort` | object | No | Sort order as \{field: "asc"\|"desc"\} | -| `limit` | number | No | Maximum rows to return. Omit to return every matching row; the query fails if the result exceeds the 5MB response budget. | -| `offset` | number | No | Number of rows to skip \(default: 0\) | +| `filter` | json | No | Predicate condition, e.g. `\{"field":"wins","op":"gte","value":10\}`. Use `all` or `any` for multiple conditions; omit to match all rows. | +| `columns` | array | No | Stable column IDs or table column names to include in each row data object. Omit or pass an empty array to return all columns. A reference that matches no column is ignored. | +| `order` | json | No | Sort spec, e.g. `\[\{"field":"wins","direction":"desc"\}\]`. | +| `limit` | number | No | Maximum rows per page. Omit to return the entire matching result — fails if it exceeds the 5MB budget. With a limit, pages may byte-cut early and set nextCursor when more remain. | +| `cursor` | string | No | Opaque pagination cursor returned by a prior query. Omit for the first page. | #### Output | Parameter | Type | Description | | --------- | ---- | ----------- | -| `success` | boolean | Whether query succeeded | +| `success` | boolean | Whether the query succeeded | | `rows` | array | Query result rows | | `rowCount` | number | Number of rows returned | -| `totalCount` | number | Total rows matching filter | -| `limit` | number | Limit used in query | -| `offset` | number | Offset used in query | -| `nextCursor` | string | Non-null when more rows match past this page. A page can end early at the byte budget, so this — not a short rowCount — is what says whether more remain. To page, advance offset by rowCount and stop when this is null. | +| `totalCount` | number | Total rows matching the predicate \(computed on the first page only\) | +| `limit` | number | Limit used in the query | +| `nextCursor` | string | Cursor to fetch the next page, or null on the last page | ### Get Row @@ -272,65 +272,104 @@ Get the schema configuration of a table {/* MANUAL-CONTENT-START:notes */} ## Filter Operators -Filters use MongoDB-style operators for flexible querying: +A filter is a predicate. One condition is an object naming a column, an operator, and a value: + +```json +{"field": "status", "op": "eq", "value": "active"} +``` | Operator | Description | Example | |----------|-------------|---------| -| `$eq` | Equals | `{"status": {"$eq": "active"}}` or `{"status": "active"}` | -| `$ne` | Not equals | `{"status": {"$ne": "deleted"}}` | -| `$gt` | Greater than | `{"age": {"$gt": 18}}` | -| `$gte` | Greater than or equal | `{"score": {"$gte": 80}}` | -| `$lt` | Less than | `{"price": {"$lt": 100}}` | -| `$lte` | Less than or equal | `{"quantity": {"$lte": 10}}` | -| `$in` | In array | `{"status": {"$in": ["active", "pending"]}}` | -| `$nin` | Not in array | `{"type": {"$nin": ["spam", "blocked"]}}` | -| `$contains` | String contains (case-insensitive) | `{"email": {"$contains": "@gmail.com"}}` | -| `$ncontains` | Does not contain (case-insensitive; matches empty cells) | `{"email": {"$ncontains": "@spam.com"}}` | -| `$startsWith` | Starts with (case-insensitive) | `{"name": {"$startsWith": "Dr."}}` | -| `$endsWith` | Ends with (case-insensitive) | `{"file": {"$endsWith": ".pdf"}}` | -| `$empty` | Cell is empty (`true`) or non-empty (`false`) | `{"phone": {"$empty": true}}` | +| `eq` | Equals | `{"field": "status", "op": "eq", "value": "active"}` | +| `ne` | Not equals | `{"field": "status", "op": "ne", "value": "deleted"}` | +| `gt` | Greater than | `{"field": "age", "op": "gt", "value": 18}` | +| `gte` | Greater than or equal | `{"field": "score", "op": "gte", "value": 80}` | +| `lt` | Less than | `{"field": "price", "op": "lt", "value": 100}` | +| `lte` | Less than or equal | `{"field": "quantity", "op": "lte", "value": 10}` | +| `in` | In array | `{"field": "status", "op": "in", "value": ["active", "pending"]}` | +| `nin` | Not in array | `{"field": "type", "op": "nin", "value": ["spam", "blocked"]}` | +| `contains` / `ncontains` | Contains, or does not contain (case-insensitive) | `{"field": "email", "op": "contains", "value": "@gmail.com"}` | +| `like` / `nlike` | Pattern match, `*` wildcard (case-sensitive) | `{"field": "name", "op": "like", "value": "Dr.*"}` | +| `ilike` / `nilike` | Pattern match, `*` wildcard (case-insensitive) | `{"field": "name", "op": "ilike", "value": "*jo*"}` | +| `startsWith` | Starts with (case-insensitive) | `{"field": "name", "op": "startsWith", "value": "Dr."}` | +| `endsWith` | Ends with (case-insensitive) | `{"field": "file", "op": "endsWith", "value": ".pdf"}` | +| `isNull` / `isNotNull` | Cell is (not) null | `{"field": "phone", "op": "isNull"}` | +| `isEmpty` / `isNotEmpty` | Cell is (not) empty | `{"field": "phone", "op": "isEmpty"}` | + +Most columns are scalar (string, number, boolean, date) or opaque JSON; use `ilike` with `*value*` for substring matching on text. + +**Select columns accept only a subset of these operators**, and a query using any other operator on one is rejected rather than returning no rows: + +| Column | Allowed operators | +|--------|-------------------| +| Single-select | `eq`, `ne`, `in`, `nin`, `isEmpty`, `isNotEmpty` | +| Multi-select | `contains`, `ncontains`, `isEmpty`, `isNotEmpty` | + +A multi-select cell holds a list of options, so match it with `contains` (by option name) rather than `ilike`. ### Combining Filters -Multiple field conditions are combined with AND logic: +Wrap conditions in `all` for AND: ```json { - "status": "active", - "age": {"$gte": 18} + "all": [ + {"field": "status", "op": "eq", "value": "active"}, + {"field": "age", "op": "gte", "value": 18} + ] } ``` -Use `$or` for OR logic: +Use `any` for OR: ```json { - "$or": [ - {"status": "active"}, - {"status": "pending"} + "any": [ + {"field": "status", "op": "eq", "value": "active"}, + {"field": "status", "op": "eq", "value": "pending"} ] } ``` -## Sort Specification - -Specify sort order with column names and direction: +Groups nest, so mixed logic is a group inside a group: ```json { - "createdAt": "desc" + "all": [ + {"field": "status", "op": "eq", "value": "active"}, + {"any": [ + {"field": "plan", "op": "eq", "value": "pro"}, + {"field": "score", "op": "gte", "value": 90} + ]} + ] } ``` +Omit the filter entirely to match every row. + +## Sort Specification + +Order is a list of column/direction pairs, applied in order: + +```json +[{"field": "createdAt", "direction": "desc"}] +``` + Multi-column sorting: ```json -{ - "priority": "desc", - "name": "asc" -} +[ + {"field": "priority", "direction": "desc"}, + {"field": "name", "direction": "asc"} +] ``` +## Pagination + +Omit **Limit** to return every matching row in one response; the query fails if the result exceeds 5MB, so narrow with a filter rather than guessing a limit. + +With a **Limit**, results page. A page can end at the limit *or* at the 5MB byte budget, whichever comes first, so a short page does not mean the end. Pass the returned `nextCursor` back as **Cursor** to fetch the next page and stop only when `nextCursor` is null — never infer completion from the row count. + ## Built-in Columns Every row automatically includes: diff --git a/apps/docs/content/docs/tables/using-in-workflows.mdx b/apps/docs/content/docs/tables/using-in-workflows.mdx index b690f3a6a70..1c9fe27fbb1 100644 --- a/apps/docs/content/docs/tables/using-in-workflows.mdx +++ b/apps/docs/content/docs/tables/using-in-workflows.mdx @@ -19,7 +19,7 @@ Throughout this page the running example is a `leads` table with columns `compan A **Table block** performs one operation against one table. The **Operation** dropdown picks the action; the **Table** selector picks the target. The fields below those two change based on the operation you choose. -{/* VISUAL: Table block UI showing the Operation dropdown open, plus the conditional fields that appear for Query Rows (Filter Conditions, Sort Order, Limit, Offset). */} +{/* VISUAL: Table block UI showing the Operation dropdown open, plus the conditional fields that appear for Query Rows (Filter, Order, Columns to Return, Limit, Cursor). */} The operations fall into three groups: @@ -43,7 +43,7 @@ Later blocks read these by name: `` is the array, `` is the array, ` -**Filter Conditions** narrow the result. In the default **Builder** input mode you add rules visually: pick a column, an operator, and a value. Switch the **Input Mode** to **Editor** to write the filter as an object instead, using operators like `$eq`, `$gt`, `$contains`, and `$in`: +**Filter** narrows the result. You can build rules visually - pick a column, an operator, and a value - or write the filter directly as a predicate. One condition names a field, an operator, and a value: ``` -{ status: "unprocessed", createdAt: { $gte: "2026-06-01" } } +{"field": "status", "op": "eq", "value": "unprocessed"} ``` -**Sort Order** orders the result, again visually in Builder mode or as an object in Editor mode, for example `{ createdAt: "desc" }`. **Limit** caps how many rows come back (default 100, max 1000) and **Offset** skips rows for pagination. +Combine conditions with `all` (AND) or `any` (OR), and nest the groups for mixed logic: -{/* VISUAL: Filter Conditions and Sort Order builders, showing a status = unprocessed rule and a createdAt descending sort, with the equivalent Editor-mode object beside them. */} +``` +{"all": [ + {"field": "status", "op": "eq", "value": "unprocessed"}, + {"field": "createdAt", "op": "gte", "value": "2026-06-01"} +]} +``` + +**Order** sorts the result as a list of column/direction pairs, for example `[{"field": "createdAt", "direction": "desc"}]`. **Columns to Return** narrows each row to the fields a downstream step actually needs. **Limit** caps how many rows come back per page, and **Cursor** continues a previous page - see [Paginate large reads](#variations) below. + +{/* VISUAL: Filter and Order builders, showing a status = unprocessed rule and a createdAt descending sort, with the equivalent predicate JSON beside them. */} For a one-off point lookup, use **Get Row by ID** with a single `Row ID`. **Get Schema** returns the table's column definitions, useful when a workflow needs to inspect structure before writing. The full operator list lives in the [Table block reference](/integrations/table). @@ -125,11 +134,11 @@ After the run, the table holds the enriched rows. The next run queries them agai **Iterate row by row.** Wrap a Query → process → update cycle in a [Loop block](/workflows/blocks/loop) to handle one row at a time. This runs sequentially, slower than a batch update but useful when each row needs its own multi-step logic. Inside the loop the Agent reads the current row and an Update Row by ID writes its result. -**Paginate large reads.** Query Rows returns at most 1000 rows, and a page can also end early once its rows reach the response size budget — so a page may come back shorter than your **Limit** even when more rows match. Advance **Offset** by the `rowCount` you actually received, not by the Limit you asked for, and keep going while `nextCursor` is set. Stop when `nextCursor` is null. Stepping by the Limit instead skips whatever a short page left behind. +**Paginate large reads.** Omit **Limit** to get every matching row in one response; the query fails if the result exceeds 5MB, so narrow with a filter rather than guessing a limit. With a **Limit**, a page can end at the limit *or* early once its rows reach the 5MB budget — so a short page does not mean the end. Pass the returned `nextCursor` back as **Cursor** and keep going while it is non-null. Stop only when `nextCursor` is null; never infer completion from the row count. ## Inspecting reads and writes -Every Table block's input and output is recorded in [logs](/logs-debugging). For a Query block, the log shows the filter and sort it sent and the rows it received. For an Update or Insert, it shows the row data written and the count affected. When a write does nothing or a query comes back empty, the log is where you check the filter and the data shape before looking anywhere else. +Every Table block's input and output is recorded in [logs](/logs-debugging). For a Query block, the log shows the filter and order it sent and the rows it received. For an Update or Insert, it shows the row data written and the count affected. When a write does nothing or a query comes back empty, the log is where you check the filter and the data shape before looking anywhere else. ## Next diff --git a/apps/docs/content/docs/workflows/triggers/table.mdx b/apps/docs/content/docs/workflows/triggers/table.mdx index 6217056cfc2..92612212dcd 100644 --- a/apps/docs/content/docs/workflows/triggers/table.mdx +++ b/apps/docs/content/docs/workflows/triggers/table.mdx @@ -7,7 +7,7 @@ import { BlockPreview } from '@/components/workflow-preview' The **Table trigger** runs a workflow when a row is inserted or updated in a [Sim table](/tables). Use it to react to data changes — enrich a row when it's added, or send a follow-up when a status column flips. - + ## Configuration diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/tool-input.test.ts b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/tool-input.test.ts index 4effd849d9e..a890326ccba 100644 --- a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/tool-input.test.ts +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/tool-input.test.ts @@ -28,6 +28,35 @@ describe('isAgentToolBlock', () => { false ) }) + + /** + * The set stores base types, so a superseded version does not have to be + * re-listed at cutover time. `table_v2` shipped while the set still named + * only `table`, which kept it out of the picker entirely. + */ + it('includes a versioned core block whose base type is listed', () => { + expect(isAgentToolBlock({ type: 'table_v2', category: 'blocks', hideFromToolbar: false })).toBe( + true + ) + }) + + it('excludes a superseded version of a listed core block', () => { + expect(isAgentToolBlock({ type: 'table', category: 'blocks', hideFromToolbar: true })).toBe( + false + ) + }) + + it('does not admit a versioned block whose base type is unlisted', () => { + expect( + isAgentToolBlock({ type: 'memory_v2', category: 'blocks', hideFromToolbar: false }) + ).toBe(false) + }) + + it('includes every tools-category block regardless of version', () => { + expect( + isAgentToolBlock({ type: 'confluence_v2', category: 'tools', hideFromToolbar: false }) + ).toBe(true) + }) }) describe('isMcpToolAlreadySelected', () => { diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/utils.ts b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/utils.ts index 621d192327d..9805ba82472 100644 --- a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/utils.ts +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/utils.ts @@ -1,6 +1,14 @@ +import { stripVersionSuffix } from '@sim/utils/string' import type { StoredTool } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/tool-input/types' import type { BlockConfig } from '@/blocks/types' +/** + * Core blocks the agent tool picker offers even though they are not + * `category: 'tools'`. Stored as BASE types and matched after stripping the + * `_vN` suffix, so a superseded version never has to be re-listed here at + * cutover time. Naming a specific version instead is what kept `table_v2` out + * of the picker while the toolbar had already moved to it. + */ const CORE_AGENT_TOOL_TYPES = new Set([ 'api', 'webhook_request', @@ -9,18 +17,22 @@ const CORE_AGENT_TOOL_TYPES = new Set([ 'knowledge', 'function', 'table', - 'file_v5', + 'file', ]) /** * Checks whether a registered block should appear in the agent tool picker. + * + * The `hideFromToolbar` guard is what keeps older versions out: superseded + * blocks carry it statically, and `getAllBlocks()` projects unrevealed + * `preview` blocks into clones that carry it too. */ export function isAgentToolBlock( block: Pick ): boolean { - return ( - !block.hideFromToolbar && (block.category === 'tools' || CORE_AGENT_TOOL_TYPES.has(block.type)) - ) + if (block.hideFromToolbar) return false + if (block.category === 'tools') return true + return CORE_AGENT_TOOL_TYPES.has(stripVersionSuffix(block.type)) } /** diff --git a/apps/sim/blocks/blocks.test.ts b/apps/sim/blocks/blocks.test.ts index 28f1e9fcacd..72d0b67acc6 100644 --- a/apps/sim/blocks/blocks.test.ts +++ b/apps/sim/blocks/blocks.test.ts @@ -854,6 +854,37 @@ describe.concurrent('Blocks Module', () => { expect(replacement?.hideFromToolbar).not.toBe(true) }) + it('should keep the legacy table block registered but out of discovery', () => { + const legacy = getBlock('table') + const replacement = getBlock('table_v2') + + // Placed instances must keep resolving and executing. + expect(legacy).toBeDefined() + expect(legacy?.tools.access).toContain('table_query_rows') + // ...while the block itself is gone from the toolbar, search, and mentions. + expect(legacy?.hideFromToolbar).toBe(true) + expect(legacy?.sunset).toEqual({ status: 'legacy', replacedBy: 'table_v2' }) + expect(replacement).toBeDefined() + expect(replacement?.hideFromToolbar).not.toBe(true) + // GA: the reveal gate is gone, so it no longer depends on block-visibility. + expect(replacement?.preview).toBeUndefined() + expect(replacement?.tools.access).toContain('table_query_rows_v2') + }) + + /** + * Webhook execution gates on `triggers.enabled` at runtime, not on + * discovery, so hiding v1 must not disable the trigger it hosts — every + * deployed v1 table-trigger workflow depends on it staying live. Both + * versions host the same trigger id. + */ + it("should keep the legacy table block's trigger enabled", () => { + expect(getBlock('table')?.triggers).toEqual({ + enabled: true, + available: ['table_new_row'], + }) + expect(getBlock('table_v2')?.triggers?.available).toContain('table_new_row') + }) + /** * `openai_embeddings` is an alias of `embeddings_openai`, so the legacy * block's runtime payload gained `provider` and `dimensions`. Undeclared, diff --git a/apps/sim/blocks/blocks/table.ts b/apps/sim/blocks/blocks/table.ts index 6f493a322c7..0a3fa162dcf 100644 --- a/apps/sim/blocks/blocks/table.ts +++ b/apps/sim/blocks/blocks/table.ts @@ -212,6 +212,16 @@ export const TableBlock: BlockConfig = { 'Create and manage custom data tables. Store, query, and manipulate structured data within workflows. Query Rows returns every matching row when Limit is omitted and fails if the result exceeds 5MB.', docsLink: 'https://docs.sim.ai/integrations/table', category: 'blocks', + /** + * Superseded by {@link TableV2Block} (GA): hidden from discovery like other + * legacy `_vN` blocks, while placed instances keep resolving and executing. + * + * `triggers.enabled` below deliberately stays `true`. Webhook execution gates + * on it at runtime rather than on discovery, so flipping it would break every + * deployed v1 table-trigger workflow. + */ + hideFromToolbar: true, + sunset: { status: 'legacy', replacedBy: 'table_v2' }, bgColor: '#10B981', icon: Table, canvasPresentation: { diff --git a/apps/sim/blocks/blocks/table_v2.ts b/apps/sim/blocks/blocks/table_v2.ts index 9f44e219f4d..6f0890a3ca8 100644 --- a/apps/sim/blocks/blocks/table_v2.ts +++ b/apps/sim/blocks/blocks/table_v2.ts @@ -226,14 +226,7 @@ export const TableV2Block: BlockConfig = { name: 'Table', description: 'User-defined data tables', longDescription: - 'Create and manage custom data tables. Store, query, and manipulate structured data within workflows. ' + - 'Query Rows accepts a plain predicate — `{"field":"wins","op":"gte","value":10}` — for one condition. ' + - 'Use `all` (AND) or `any` (OR) groups for multiple or nested conditions. Operators: eq, ne, gt, gte, lt, lte, in, nin, like, ilike, ' + - 'nlike, nilike, contains, startsWith, endsWith, isNull, isNotNull, isEmpty, isNotEmpty. Order is a sort ' + - 'spec `[{"field":"wins","direction":"desc"}]`. Query Rows returns every matching row when Limit is omitted ' + - '(fails if the result exceeds 5MB — add a filter or a Limit). With a Limit, responses page: a non-null ' + - 'nextCursor means more rows exist — pass it back as the cursor. Columns to Return narrows each row to ' + - 'the selected columns (by stable id or name; one that no longer exists is skipped); leave it empty for every column.', + 'Create and manage custom data tables. Store, query, and manipulate structured data within workflows. Query Rows accepts a plain predicate — `{"field":"wins","op":"gte","value":10}` — for one condition. Use `all` (AND) or `any` (OR) groups for multiple or nested conditions. Operators: eq, ne, gt, gte, lt, lte, in, nin, like, ilike, nlike, nilike, contains, ncontains, startsWith, endsWith, isNull, isNotNull, isEmpty, isNotEmpty. Order is a sort spec `[{"field":"wins","direction":"desc"}]`. Query Rows returns every matching row when Limit is omitted (fails if the result exceeds 5MB — add a filter or a Limit). With a Limit, responses page: a non-null nextCursor means more rows exist — pass it back as the cursor. Columns to Return narrows each row to the selected columns (by stable id or name; one that no longer exists is skipped); leave it empty for every column.', bestPractices: ` - To fetch specific rows, use Query Rows with a predicate filter (e.g. {"field":"slack_user_id","op":"in","value":["U1","U2"]}) — do NOT read every row and filter downstream with a Condition block. - Use "Get Row by ID" only when you have the row's id; otherwise filter with a predicate. @@ -242,15 +235,10 @@ export const TableV2Block: BlockConfig = { - like/ilike use * as the wildcard (e.g. {"field":"name","op":"ilike","value":"*jo*"}). - Omit Limit to get the entire matching result in one response — the query fails with a clear error if it exceeds 5MB (narrow with a filter or set a Limit). - With a Limit, pages can end at the Limit or the 5MB byte budget, whichever comes first — pass nextCursor back as the cursor and loop until it is null; never infer completion from page size. -- Columns are scalar (string/number/boolean/date) or opaque json — there are no array columns; for substring use ilike with *x*. +- For substring matching on a text column use ilike with *x*. A select column accepts only a subset of the operators — eq, ne, in, nin when single; contains, ncontains when multi (a multi-select cell holds a list, matched by option name) — plus isEmpty, isNotEmpty, isNull, isNotNull on both. The query is rejected outright on anything else. - Use Columns to Return to keep only the fields a downstream step needs (e.g. ["col_email","name"]) — the 5MB budget counts only the returned columns, so narrowing columns is another way to fit a large table; leave it empty for every column.`, docsLink: 'https://docs.sim.ai/integrations/table', category: 'blocks', - // Unreleased: hidden from every discovery surface until revealed via the hosted - // `block-visibility` AppConfig document or the `PREVIEW_BLOCKS` env allowlist. - // Placed instances always execute. At GA: drop this, add the BlockMeta + docs, - // and mark v1 `table` superseded. - preview: true, bgColor: '#10B981', icon: Table, canvasPresentation: { diff --git a/apps/sim/blocks/utils.test.ts b/apps/sim/blocks/utils.test.ts index 1cf444caa07..1cd89fa4229 100644 --- a/apps/sim/blocks/utils.test.ts +++ b/apps/sim/blocks/utils.test.ts @@ -82,6 +82,11 @@ describe('BUILT_IN_TOOL_TYPES', () => { expect(BUILT_IN_TOOL_TYPES.has('file_v5')).toBe(true) expect(BUILT_IN_TOOL_TYPES.has('file')).toBe(false) }) + + it('classifies the current Table block instead of the legacy Table block', () => { + expect(BUILT_IN_TOOL_TYPES.has('table_v2')).toBe(true) + expect(BUILT_IN_TOOL_TYPES.has('table')).toBe(false) + }) }) const BASE_CLOUD_MODELS: Record = { diff --git a/apps/sim/blocks/utils.ts b/apps/sim/blocks/utils.ts index 60e4efad52f..4351c4cc396 100644 --- a/apps/sim/blocks/utils.ts +++ b/apps/sim/blocks/utils.ts @@ -661,7 +661,7 @@ export const BUILT_IN_TOOL_TYPES = new Set([ 'tts', 'stt', 'memory', - 'table', + 'table_v2', 'webhook_request', 'workflow', ]) diff --git a/apps/sim/lib/integrations/icon-mapping.ts b/apps/sim/lib/integrations/icon-mapping.ts index aa5a326a0b9..f63362576eb 100644 --- a/apps/sim/lib/integrations/icon-mapping.ts +++ b/apps/sim/lib/integrations/icon-mapping.ts @@ -525,6 +525,7 @@ export const blockTypeToIconMap: Record = { stt_v2: STTIcon, supabase: SupabaseIcon, table: Table, + table_v2: Table, tailscale: TailscaleIcon, tavily: TavilyIcon, telegram: TelegramIcon, diff --git a/apps/sim/lib/internal/table/read-schema.test.ts b/apps/sim/lib/internal/table/read-schema.test.ts index ff438f37705..bcd14a1e24a 100644 --- a/apps/sim/lib/internal/table/read-schema.test.ts +++ b/apps/sim/lib/internal/table/read-schema.test.ts @@ -76,6 +76,44 @@ describe('readTableSchemaAsExecutor', () => { }) }) + /** + * A select column's cardinality decides which filter operators it accepts, so + * LLM enrichment needs it to name the right subset. It is carried only for + * select columns, where it means something. + */ + it('carries select cardinality through and omits it elsewhere', async () => { + mocks.readTable.mockResolvedValue({ + table: { + name: 'Transactions', + schema: { + columns: [ + { id: 'column-category', name: 'category', type: 'select' }, + { id: 'column-tags', name: 'tags', type: 'select', multiple: true }, + { id: 'column-amount', name: 'amount', type: 'number' }, + ], + }, + }, + }) + + const result = await readTableSchemaAsExecutor({ + tableId: 'table-1', + context: { + workflowId: 'workflow-1', + executorDelegationOrigin: { + subjectUserId: 'user-1', + workflowId: 'workflow-1', + executionId: 'execution-1', + }, + }, + }) + + expect(result.columns).toEqual([ + { name: 'category', type: 'select', multiple: false }, + { name: 'tags', type: 'select', multiple: true }, + { name: 'amount', type: 'number' }, + ]) + }) + it('fails closed when canonical schema metadata is malformed', async () => { mocks.readTable.mockResolvedValueOnce({ table: { name: 'Customers', schema: { columns: [{ name: 'email', type: 'unknown' }] } }, diff --git a/apps/sim/lib/internal/table/read-schema.ts b/apps/sim/lib/internal/table/read-schema.ts index b1559501e87..259b72db9d9 100644 --- a/apps/sim/lib/internal/table/read-schema.ts +++ b/apps/sim/lib/internal/table/read-schema.ts @@ -32,7 +32,12 @@ export async function readTableSchemaAsExecutor({ if (typeof column.name !== 'string' || !isColumnType(column.type)) { throw new Error(`Invalid table column ${index} while enriching schema for ${tableId}`) } - return { name: column.name, type: column.type } + // `multiple` is a select-only concern (it decides which filter operators the + // column accepts), so it is carried only where it means something rather + // than stamped onto every column. + return column.type === 'select' + ? { name: column.name, type: column.type, multiple: column.multiple === true } + : { name: column.name, type: column.type } }) return { name: table.name, columns } diff --git a/apps/sim/lib/table/column-types/registry.ts b/apps/sim/lib/table/column-types/registry.ts index a083ccb4ee3..4e4d0f82bc6 100644 --- a/apps/sim/lib/table/column-types/registry.ts +++ b/apps/sim/lib/table/column-types/registry.ts @@ -26,7 +26,9 @@ import { jsonColumnType } from '@/lib/table/column-types/json' import { numberColumnType } from '@/lib/table/column-types/number' import { MULTI_SELECT_OPERATORS, + MULTI_SELECT_OPS, SINGLE_SELECT_OPERATORS, + SINGLE_SELECT_OPS, selectColumnType, } from '@/lib/table/column-types/select' import { stringColumnType } from '@/lib/table/column-types/string' @@ -36,7 +38,7 @@ import { COLUMN_TYPES, TYPE_SPECIFIC_COLUMN_KEYS } from '@/lib/table/column-type import type { ColumnDefinition, JsonValue } from '@/lib/table/types' export { COLUMN_TYPES } -export { MULTI_SELECT_OPERATORS, SINGLE_SELECT_OPERATORS } +export { MULTI_SELECT_OPERATORS, MULTI_SELECT_OPS, SINGLE_SELECT_OPERATORS, SINGLE_SELECT_OPS } /** * Every column type, keyed by id. The annotation is the completeness gate — diff --git a/apps/sim/lib/table/column-types/select.ts b/apps/sim/lib/table/column-types/select.ts index c282d681638..017a470b534 100644 --- a/apps/sim/lib/table/column-types/select.ts +++ b/apps/sim/lib/table/column-types/select.ts @@ -8,7 +8,7 @@ import { splitMultiSelectInput, } from '@/lib/table/select-options' import { selectValueToNames } from '@/lib/table/select-values' -import type { JsonValue } from '@/lib/table/types' +import type { FilterOp, JsonValue } from '@/lib/table/types' /** * Operators that make sense on a `select` column (whose values are opaque option @@ -31,6 +31,37 @@ export const MULTI_SELECT_OPERATORS: ReadonlySet = new Set([ '$empty', ]) +/** + * The same allowlists in the v2 bare-operator grammar, applied inside + * `fieldPredicate` so both wire formats gate identically. Not derived from the + * `$` sets above by string surgery because the mapping is not 1:1 — `$empty` + * splits into `isEmpty`/`isNotEmpty`. `isNull`/`isNotNull` have no `$` + * equivalent and are allowed on both: a strict null check is meaningful on any + * column, select included. + * + * Exported so LLM enrichment can DERIVE the operator guidance it gives the + * model rather than restating it. A hand-copied list drifts, and the cost of + * drift here is a predicate the validator rejects at run time. + */ +export const SINGLE_SELECT_OPS: ReadonlySet = new Set([ + 'eq', + 'ne', + 'in', + 'nin', + 'isEmpty', + 'isNotEmpty', + 'isNull', + 'isNotNull', +]) +export const MULTI_SELECT_OPS: ReadonlySet = new Set([ + 'contains', + 'ncontains', + 'isEmpty', + 'isNotEmpty', + 'isNull', + 'isNotNull', +]) + export const selectColumnType: ColumnTypeDefinition = { id: 'select', label: 'Select', diff --git a/apps/sim/lib/table/llm/enrichment.test.ts b/apps/sim/lib/table/llm/enrichment.test.ts new file mode 100644 index 00000000000..4950f0fe624 --- /dev/null +++ b/apps/sim/lib/table/llm/enrichment.test.ts @@ -0,0 +1,258 @@ +/** + * @vitest-environment node + */ +import { describe, expect, it } from 'vitest' +import { MULTI_SELECT_OPS, SINGLE_SELECT_OPS } from '@/lib/table/column-types' +import { enrichTableToolDescription, enrichTableToolParameters } from '@/lib/table/llm/enrichment' +import type { TableSummary } from '@/lib/table/types' + +const TABLE: TableSummary = { + name: 'Players', + columns: [ + { name: 'status', type: 'string' }, + { name: 'wins', type: 'number' }, + ], +} + +const V2_SCHEMA = { + properties: { + filter: { type: 'object' }, + order: { type: 'array' }, + columns: { type: 'array' }, + limit: { type: 'number' }, + cursor: { type: 'string' }, + }, + required: [] as string[], +} + +describe('enrichTableToolDescription for table_query_rows_v2', () => { + const enriched = enrichTableToolDescription('Query rows.', TABLE, 'table_query_rows_v2') + + it('names the real columns', () => { + expect(enriched).toContain('status (string)') + expect(enriched).toContain('wins (number)') + }) + + it('teaches the predicate grammar built from a real column', () => { + expect(enriched).toContain('{"field":"wins","op":"gte","value":10}') + expect(enriched).toContain('"all"') + }) + + it('never teaches the v1 MongoDB grammar or offset paging', () => { + expect(enriched).not.toContain('$eq') + expect(enriched).not.toContain('offset') + }) + + it('describes order rather than sort', () => { + expect(enriched).toContain('Example order: [{"field":"wins","direction":"desc"}]') + }) + + /** + * A metrics table is all-numeric and a lookup table is all-text; both are + * common, and each picks a different arm of the example builder. + */ + it('builds a numeric example when the table has no string column', () => { + const numeric = enrichTableToolDescription( + 'Query rows.', + { name: 'Scores', columns: [{ name: 'wins', type: 'number' }] }, + 'table_query_rows_v2' + ) + expect(numeric).toContain('{"field":"wins","op":"gte","value":10}') + expect(numeric).not.toContain('AND group') + }) + + it('builds a string example when the table has no numeric column', () => { + const textual = enrichTableToolDescription( + 'Query rows.', + { name: 'Statuses', columns: [{ name: 'status', type: 'string' }] }, + 'table_query_rows_v2' + ) + expect(textual).toContain('{"field":"status","op":"eq","value":"active"}') + expect(textual).not.toContain('"op":"gte"') + }) + + /** + * An unknown field is rejected outright, so every field the instructions name + * has to be a column the table actually has. + */ + it('names a real text column in the wildcard example', () => { + expect(enriched).toContain('{"field":"status","op":"ilike","value":"*jo*"}') + expect(enriched).not.toContain('{"field":"name"') + }) + + /** + * `buildPatternClause` ESCAPES `%` before translating `*`, so a model that + * sends `%` gets a literal-percent match and silently wrong rows rather than + * an error. All four pattern operators share that translation. + */ + it('covers every pattern operator in the wildcard rule and warns off %', () => { + expect(enriched).toContain('like, ilike, nlike and nilike all use * as the wildcard - never %') + }) + + /** + * A question with no condition ("the 5 most recent rows") is answered with + * order and limit; the model must not invent a predicate to satisfy it. + */ + it('tells the model a filter is optional when no condition was asked for', () => { + expect(enriched).toContain('omit filter entirely and use order and limit') + expect(enriched).toContain('omit it whenever the question carries no condition') + }) + + it('drops the wildcard example when the table has no text column', () => { + const numeric = enrichTableToolDescription( + 'Query rows.', + { name: 'Scores', columns: [{ name: 'wins', type: 'number' }] }, + 'table_query_rows_v2' + ) + expect(numeric).toContain('matching anywhere in a text value') + expect(numeric).not.toContain('"op":"ilike"') + }) + + it('omits the example rather than naming a placeholder column', () => { + const bare = enrichTableToolDescription( + 'Query rows.', + { name: 'Blobs', columns: [{ name: 'payload', type: 'json' }] }, + 'table_query_rows_v2' + ) + expect(bare).toContain('payload (json)') + expect(bare).not.toContain('Example filter') + expect(bare).not.toContain('Example order') + }) +}) + +/** + * A select column rejects any operator outside its subset — the query layer + * throws rather than returning no rows — so the description has to name the + * subset per column instead of advertising the full operator list. + */ +describe('select columns in the v2 description', () => { + const SELECT_TABLE: TableSummary = { + name: 'Transactions', + columns: [ + { name: 'category', type: 'select', multiple: false }, + { name: 'tags', type: 'select', multiple: true }, + { name: 'description', type: 'string' }, + ], + } + + const enriched = enrichTableToolDescription('Query rows.', SELECT_TABLE, 'table_query_rows_v2') + + it('names the allowed operators on a single-select column', () => { + expect(enriched).toContain( + 'category (single-select; only eq, ne, in, nin, isEmpty, isNotEmpty, isNull, isNotNull)' + ) + }) + + it('names the allowed operators on a multi-select column', () => { + expect(enriched).toContain( + 'tags (multi-select; only contains, ncontains, isEmpty, isNotEmpty, isNull, isNotNull)' + ) + }) + + /** + * The list is derived from the sets `fieldPredicate` gates on, so it cannot + * drift from the validator the way a hand-copied list did. + */ + it('derives the operator list from the validator sets', () => { + for (const op of SINGLE_SELECT_OPS) expect(enriched).toContain(op) + for (const op of MULTI_SELECT_OPS) expect(enriched).toContain(op) + }) + + it('leaves non-select columns unannotated', () => { + expect(enriched).toContain('description (string)') + }) + + it('never claims the table has no array columns', () => { + expect(enriched).not.toContain('no array columns') + }) + + it('steers multi-select matching to contains rather than ilike', () => { + expect(enriched).toContain('match it by option name with contains, never ilike') + }) +}) + +describe('enrichTableToolParameters for table_query_rows_v2', () => { + const { properties, required } = enrichTableToolParameters( + V2_SCHEMA, + TABLE, + 'table_query_rows_v2' + ) + + /** + * The v1 branch force-pushes `filter` into `required` because a v1 query + * without one fails. A v2 query without a filter is valid and returns every + * row, so forcing it would make the model invent a filter for "list all". + */ + it('leaves filter optional', () => { + expect(required).not.toContain('filter') + }) + + it('describes filter with the predicate grammar and real columns', () => { + expect(properties.filter.description).toContain('status, wins') + expect(properties.filter.description).toContain('"op"') + expect(properties.filter.description).not.toContain('$eq') + }) + + it('enriches order, columns, limit, and cursor', () => { + expect(properties.order.description).toContain('direction') + expect(properties.columns.description).toContain('status, wins') + expect(properties.limit.description).toContain('5MB') + expect(properties.cursor.description).toContain('nextCursor') + }) + + it('does not enrich a sort property that v2 does not have', () => { + expect(properties.sort).toBeUndefined() + }) + + /** + * The parameter schema is what the model reads when deciding the filter's + * shape, so the select restriction has to appear there and not only in the + * tool description. + */ + it('carries the select restriction into the filter parameter description', () => { + const withSelect = enrichTableToolParameters( + V2_SCHEMA, + { + name: 'Transactions', + columns: [ + { name: 'category', type: 'select', multiple: false }, + { name: 'tags', type: 'select', multiple: true }, + ], + }, + 'table_query_rows_v2' + ) + expect(withSelect.properties.filter.description).toContain('rejected outright') + expect(withSelect.properties.filter.description).toContain('category accept only') + expect(withSelect.properties.filter.description).toContain('tags hold a list') + }) + + it('omits the restriction note when no column restricts operators', () => { + expect(properties.filter.description).not.toContain('rejected outright') + }) +}) + +describe('v1 enrichment is unchanged', () => { + it('still forces filter required and teaches $eq', () => { + const { properties, required } = enrichTableToolParameters( + { properties: { filter: { type: 'object' }, sort: { type: 'object' } }, required: [] }, + TABLE, + 'table_query_rows' + ) + expect(required).toContain('filter') + expect(properties.filter.description).toContain('$eq') + }) + + /** + * Both Table blocks expose the bulk tools and the rows route accepts either + * grammar, so these keep teaching $eq — enrichment cannot tell which block + * called it. + */ + it('keeps the shared bulk tools on the v1 grammar', () => { + const { properties } = enrichTableToolParameters( + { properties: { filter: { type: 'object' } }, required: [] }, + TABLE, + 'table_update_rows_by_filter' + ) + expect(properties.filter.description).toContain('$eq') + }) +}) diff --git a/apps/sim/lib/table/llm/enrichment.ts b/apps/sim/lib/table/llm/enrichment.ts index 007f5ca4c26..1626224c3f3 100644 --- a/apps/sim/lib/table/llm/enrichment.ts +++ b/apps/sim/lib/table/llm/enrichment.ts @@ -1,15 +1,16 @@ -/** - * LLM tool enrichment utilities for table operations. - * - * Provides functions to enrich tool descriptions and parameter schemas - * with table-specific information so LLMs can construct proper queries. - */ - -import { columnTypeById } from '@/lib/table/column-types' +import { columnTypeById, MULTI_SELECT_OPS, SINGLE_SELECT_OPS } from '@/lib/table/column-types' import type { TableSummary } from '@/lib/table/types' /** - * Operations that use filters and need filter-specific enrichment. + * Operations that take a v1 MongoDB-style filter (`{"col": {"$eq": v}}`) and + * need filter-specific enrichment. + * + * The two bulk operations stay here even though the v2 Table block also exposes + * them: `resolveBulkFilter` in the rows route accepts either grammar, and + * enrichment is keyed on tool id alone — it cannot see which block invoked it — + * so one grammar has to be taught, and `$eq` is the one that works for both. + * Only the query tool has a v2-exclusive id, which is why it is the only one + * that gets a predicate-grammar branch. */ export const FILTER_OPERATIONS = new Set([ 'table_query_rows', @@ -17,6 +18,89 @@ export const FILTER_OPERATIONS = new Set([ 'table_delete_rows_by_filter', ]) +/** + * The v2 row query. Its filter is a typed predicate + * (`{"field":"wins","op":"gte","value":10}`) with `all`/`any` groups, it orders + * via `order` rather than `sort`, and it pages by opaque `cursor` rather than + * offset — so none of the v1 enrichment above applies to it. + */ +const TABLE_QUERY_ROWS_V2 = 'table_query_rows_v2' + +/** The operators a select column actually accepts, read from the validator's own sets. */ +function selectOperatorList(multiple: boolean | undefined): string { + return Array.from(multiple ? MULTI_SELECT_OPS : SINGLE_SELECT_OPS).join(', ') +} + +/** + * Renders one column line for the v2 description. + * + * A select column accepts only a subset of the operators — `eq`/`ne`/`in`/`nin` + * when single, `contains`/`ncontains` when multi — and the query layer THROWS on + * anything else (`buildFilterConditions` in `lib/table/sql.ts`). Naming the + * subset inline is what stops the model from reaching for `ilike` on a select + * column and turning a valid question into a validation error. + */ +function v2ColumnLine(column: TableSummary['columns'][number]): string { + if (column.type !== 'select') return ` - ${column.name} (${column.type})` + const kind = column.multiple ? 'multi-select' : 'single-select' + return ` - ${column.name} (${kind}; only ${selectOperatorList(column.multiple)})` +} + +/** Whether any column restricts its operators, i.e. whether the note is worth emitting. */ +function hasSelectColumn(table: TableSummary): boolean { + return table.columns.some((column) => column.type === 'select') +} + +/** + * A one-line summary of the per-column restrictions, for the `filter` parameter + * description. The parameter schema is what a model reads when it is deciding + * the SHAPE of the filter, so the restriction has to appear there too and not + * only in the tool description. + */ +function selectRestrictionNote(table: TableSummary): string { + const single = table.columns.filter((c) => c.type === 'select' && !c.multiple).map((c) => c.name) + const multi = table.columns.filter((c) => c.type === 'select' && c.multiple).map((c) => c.name) + const parts: string[] = [] + if (single.length > 0) { + parts.push(`${single.join(', ')} accept only ${selectOperatorList(false)}`) + } + if (multi.length > 0) { + parts.push( + `${multi.join(', ')} hold a list and accept only ${selectOperatorList(true)} (match by option name)` + ) + } + return ` Restricted columns - a predicate using any other operator on one is rejected outright: ${parts.join('; ')}.` +} + +/** + * Builds a predicate example from real columns, preferring a numeric `gte` over + * a string `eq` because ranking and threshold questions are what the grammar + * most often gets wrong. Returns an empty string when the table has no column + * to name, so the model is never shown a placeholder it might copy literally. + */ +function v2PredicateExample(table: TableSummary): string { + const stringCol = table.columns.find((c) => c.type === 'string') + const numberCol = table.columns.find((c) => c.type === 'number') + + if (numberCol && stringCol) { + return ` + +Example filter (one condition): {"field":"${numberCol.name}","op":"gte","value":10} +Example filter (AND group): {"all":[{"field":"${numberCol.name}","op":"gte","value":10},{"field":"${stringCol.name}","op":"eq","value":"active"}]}` + } + if (numberCol) { + return ` + +Example filter: {"field":"${numberCol.name}","op":"gte","value":10}` + } + if (stringCol) { + return ` + +Example filter: {"field":"${stringCol.name}","op":"eq","value":"active"}` + } + return '' +} + /** * Operations that need column info for data construction. */ @@ -41,6 +125,43 @@ export function enrichTableToolDescription( const columnList = table.columns.map((col) => ` - ${col.name} (${col.type})`).join('\n') + if (toolId === TABLE_QUERY_ROWS_V2) { + const v2ColumnList = table.columns.map(v2ColumnLine).join('\n') + /* + * An unknown field is rejected outright (`Unknown filter column`), so the + * wildcard example names a real text column or is dropped entirely rather + * than inviting the model to copy a placeholder. + */ + const textCol = table.columns.find((c) => c.type === 'string') + const wildcardRule = textCol + ? `5. like, ilike, nlike and nilike all use * as the wildcard - never % - e.g. {"field":"${textCol.name}","op":"ilike","value":"*jo*"}` + : '5. like, ilike, nlike and nilike all use * as the wildcard - never % - matching anywhere in a text value' + const numberCol = table.columns.find((c) => c.type === 'number') + const orderExample = numberCol + ? ` +Example order: [{"field":"${numberCol.name}","direction":"desc"}] for highest first, "asc" for lowest first` + : '' + + return `${originalDescription} + +INSTRUCTIONS: +1. Build the filter yourself from the user's question - do NOT ask for confirmation. If the question names no condition at all ("the 5 most recent rows"), omit filter entirely and use order and limit instead of inventing one +2. A single condition is a plain object: {"field":"","op":"","value":}; use an array value for in/nin and omit value for isNull, isNotNull, isEmpty, and isNotEmpty +3. For multiple conditions wrap them in {"all":[...]} for AND or {"any":[...]} for OR; groups nest +4. Operators: eq, ne, gt, gte, lt, lte, in, nin, like, ilike, nlike, nilike, contains, ncontains, startsWith, endsWith, isNull, isNotNull, isEmpty, isNotEmpty +${wildcardRule} +6. Any column listed below with a restricted operator set accepts ONLY those operators - the query is rejected outright otherwise. JSON columns reject eq, ne, gt, gte, lt, lte, in, and nin; a multi-select cell holds a list, so match it by option name with contains, never ilike +7. For substring matching on a text column use ilike with *x* +8. For ranking queries (highest, lowest, Nth, top N) set order and a small limit, e.g. limit 1 for the highest, 2 for the second highest +9. Omit limit to return every matching row; the query fails if the result exceeds 5MB, so narrow with a filter instead of guessing a limit +10. With a limit, a page can end early at the byte budget - a non-null nextCursor means more rows remain, so pass it back as cursor and loop until it is null. Never infer completion from page size +11. A filter is optional: omit it whenever the question carries no condition, not only when the user wants every row + +Table "${table.name}" columns: +${v2ColumnList} +${v2PredicateExample(table)}${orderExample}` + } + if (FILTER_OPERATIONS.has(toolId)) { const stringCols = table.columns.filter((c) => c.type === 'string') const numberCols = table.columns.filter((c) => c.type === 'number') @@ -140,6 +261,50 @@ export function enrichTableToolParameters( const enrichedProperties = { ...llmSchema.properties } const enrichedRequired = llmSchema.required ? [...llmSchema.required] : [] + if (toolId === TABLE_QUERY_ROWS_V2) { + if (enrichedProperties.filter) { + enrichedProperties.filter = { + ...enrichedProperties.filter, + description: `Predicate built from the user's question using columns: ${columnNames}. One condition is {"field":"","op":"","value":}; combine with {"all":[...]} for AND or {"any":[...]} for OR. Operators: eq, ne, gt, gte, lt, lte, in, nin, like, ilike, nlike, nilike, contains, ncontains, startsWith, endsWith, isNull, isNotNull, isEmpty, isNotEmpty.${hasSelectColumn(table) ? selectRestrictionNote(table) : ''} Omit only to match every row.`, + } + } + + if (enrichedProperties.order) { + enrichedProperties.order = { + ...enrichedProperties.order, + description: `Sort spec as [{"field":"","direction":"asc"|"desc"}] over columns: ${columnNames}. REQUIRED for ranking queries (highest, lowest, Nth).`, + } + } + + if (enrichedProperties.columns) { + enrichedProperties.columns = { + ...enrichedProperties.columns, + description: `Column names to include in each row. Available: ${columnNames}. Omit to return all columns.`, + } + } + + if (enrichedProperties.limit) { + enrichedProperties.limit = { + ...enrichedProperties.limit, + description: `Maximum rows per page (min: 1). Omit to return every matching row; the query fails if the result exceeds 5MB, so narrow with a filter rather than guessing. For ranking queries: 1 for the highest/lowest, 2 for the second highest.`, + } + } + + if (enrichedProperties.cursor) { + enrichedProperties.cursor = { + ...enrichedProperties.cursor, + description: `Opaque cursor from a prior page's nextCursor. Omit for the first page. A non-null nextCursor means more rows remain even if the page came back short - loop until it is null.`, + } + } + + /* + * Deliberately NOT pushed into `required`: unlike v1, a v2 query with no + * filter is valid and returns every row. Forcing it would make the model + * invent a filter for "list everything". + */ + return { properties: enrichedProperties, required: enrichedRequired } + } + if (enrichedProperties.filter && FILTER_OPERATIONS.has(toolId)) { enrichedProperties.filter = { ...enrichedProperties.filter, diff --git a/apps/sim/lib/table/sql.ts b/apps/sim/lib/table/sql.ts index 4d5c6c9ab04..a189588a134 100644 --- a/apps/sim/lib/table/sql.ts +++ b/apps/sim/lib/table/sql.ts @@ -15,7 +15,9 @@ import { columnTypeOf, filterOperatorsFor, MULTI_SELECT_OPERATORS, + MULTI_SELECT_OPS, SINGLE_SELECT_OPERATORS, + SINGLE_SELECT_OPS, } from '@/lib/table/column-types' import { NAME_PATTERN } from '@/lib/table/constants' import { normalizeDateCellValue } from '@/lib/table/dates' @@ -36,38 +38,12 @@ import type { * Re-exported: the `$`-prefixed wire whitelists now live with the `select` type * definition, but this module is where callers and tests already look for them. */ -export { MULTI_SELECT_OPERATORS, SINGLE_SELECT_OPERATORS } +export { MULTI_SELECT_OPERATORS, MULTI_SELECT_OPS, SINGLE_SELECT_OPERATORS, SINGLE_SELECT_OPS } type ColumnType = ColumnDefinition['type'] type ColumnMap = ReadonlyMap /** -/** - * The same allowlists in the v2 bare-operator grammar, applied inside - * `fieldPredicate` so both wire formats gate identically. Not derived from the - * `$` sets above by string surgery because the mapping is not 1:1 — `$empty` - * splits into `isEmpty`/`isNotEmpty`. `isNull`/`isNotNull` have no `$` - * equivalent and are allowed on both: a strict null check is meaningful on any - * column, select included. - */ -const SINGLE_SELECT_OPS = new Set([ - 'eq', - 'ne', - 'in', - 'nin', - 'isEmpty', - 'isNotEmpty', - 'isNull', - 'isNotNull', -]) -const MULTI_SELECT_OPS = new Set([ - 'contains', - 'ncontains', - 'isEmpty', - 'isNotEmpty', - 'isNull', - 'isNotNull', -]) /** * Returns the Postgres cast needed to compare a JSONB text value of the given diff --git a/apps/sim/lib/table/types.ts b/apps/sim/lib/table/types.ts index 9319e794c10..a3a9ba68f2e 100644 --- a/apps/sim/lib/table/types.ts +++ b/apps/sim/lib/table/types.ts @@ -470,7 +470,12 @@ export type TableInfo = Pick /** Simplified table summary for LLM enrichment and display contexts. */ export interface TableSummary { name: string - columns: Array> + /** + * `multiple` is carried because a select column's allowed filter operators + * depend on it — LLM enrichment has to name the right subset or the model + * writes a predicate the query layer rejects. + */ + columns: Array> } export interface TableRow { diff --git a/apps/sim/tools/generated/tool-metadata.ts b/apps/sim/tools/generated/tool-metadata.ts index ad9094ac868..c27befa3a84 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. 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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. 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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. 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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. 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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. 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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. 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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. 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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. 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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. 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Optionally specify interview plan, stage, source, and credited user.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"candidateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the candidate to consider for the job"},"jobId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the job to consider the candidate for"},"interviewPlanId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the interview plan to use (defaults to the job default plan)"},"interviewStageId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the interview stage to place the application in (defaults to first Lead stage)"},"sourceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the source to set on the application"},"creditedToUserId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the user the application is credited to"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"ISO 8601 timestamp to set as the application creation date (defaults to now)"}},"hostedApiKey":"none"},"ashby_create_candidate":{"id":"ashby_create_candidate","name":"Ashby Create Candidate","description":"Creates a new candidate record in Ashby.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"The candidate full name"},"email":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary email address for the candidate"},"phoneNumber":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary phone number for the candidate"},"linkedInUrl":{"type":"string","required":false,"visibility":"user-or-llm","description":"LinkedIn profile URL"},"githubUrl":{"type":"string","required":false,"visibility":"user-or-llm","description":"GitHub profile URL"},"website":{"type":"string","required":false,"visibility":"user-or-llm","description":"Personal website URL"},"sourceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the source to attribute the candidate to"},"creditedToUserId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the Ashby user to credit with sourcing this candidate"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"Backdated creation timestamp in ISO 8601 (e.g. 2024-01-01T00:00:00Z). Defaults to now."},"alternateEmailAddresses":{"type":"json","required":false,"visibility":"user-or-llm","description":"Array of additional email address strings to add to the candidate, e.g. [\\"a@x.com\\",\\"b@y.com\\"]"}},"hostedApiKey":"none"},"ashby_create_note":{"id":"ashby_create_note","name":"Ashby Create Note","description":"Creates a note on a candidate in Ashby. Supports plain text and HTML content (bold, italic, underline, links, lists, code).","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"candidateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the candidate to add the note to"},"note":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note content. If noteType is text/html, supports: , , , ,