Add Integration

Add Integration Skill

You are an expert at adding complete integrations to Sim. This skill orchestrates the full process of adding a new service integration.

Overview

Adding an integration involves these steps in order:

1. Research - Read the service's API documentation
2. Create Tools - Build tool configurations for each API operation
3. Create Block - Build the block UI configuration
4. Add Icon - Add the service's brand icon
5. Create Triggers (optional) - If the service supports webhooks
6. Register - Register tools, block, and triggers in their registries
7. Configure Deployment Availability - Wire OAuth client and service-account metadata
8. Generate and Validate the Catalog - Regenerate docs/catalog artifacts and run drift checks

Step 1: Research the API

Before writing any code:

1. Use Context7 to find official documentation: mcp__context7__resolve-library-id, then fetch with mcp__context7__query-docs
2. Or use WebFetch to read API docs directly
3. Identify:
   • Authentication method (OAuth, API Key, both)
   • Available operations (CRUD, search, etc.)
   • Required vs optional parameters
   • Response structures

Hard Rule: No Guessed Response Schemas

If the official docs do not clearly show the response JSON shape for an endpoint, you MUST stop and tell the user exactly which outputs are unknown.

• Do NOT guess response field names
• Do NOT infer nested JSON paths from related endpoints
• Do NOT invent output properties just because they seem likely
• Do NOT implement transformResponse against unverified payload shapes

If response schemas are missing or incomplete, do one of the following before proceeding:

1. Ask the user for sample responses
2. Ask the user for test credentials so you can verify the live payload
3. Reduce the scope to only endpoints whose response shapes are documented
4. Leave the tool unimplemented and explicitly report why

Step 2: Create Tools

Directory Structure

apps/sim/tools/{service}/
├── index.ts          # Barrel exports
├── types.ts          # TypeScript interfaces
├── {action1}.ts      # Tool for action 1
├── {action2}.ts      # Tool for action 2
└── ...

Key Patterns

Choose the tool boundary before writing the declaration:

• Use InternalToolConfig.operation for same-process Sim/provider work. Put the handler under apps/sim/lib/internal/{service}/execute-tool.ts and register every ID in apps/sim/lib/internal/tool-operations/registry.server.ts.
• Use ToolConfig.request only for an absolute external HTTP(S) provider endpoint.

Never point a tool at /api/..., construct an absolute URL back to Sim, declare request.internal, add a directExecution property (it fails bun run check:tool-request-boundary), or add an API route merely to reuse code, normalize files, or authorize resources. A real external/browser route and an in-process tool may share the same operation, but neither calls the other. Follow the full transport and handler rules in the add-tools skill.

types.ts:

import type { ToolResponse } from '@/tools/types'

export interface {Service}{Action}Params {
  accessToken: string      // For OAuth services
  // OR
  apiKey: string          // For API key services

  requiredParam: string
  optionalParam?: string
}

export interface {Service}{Action}Response extends ToolResponse {
  output: {
    // Define output structure
  }
}

Declare one response interface per tool, imported by that tool's ToolConfig<Params, Response> (or InternalToolConfig for in-process work). Never add an umbrella {Service}Response union: nothing imports it.

Tool file pattern: an external provider API uses ToolConfig with request (absolute https:// URL, headers, body, transformResponse); same-process Sim work uses InternalToolConfig with operation. Both full templates, param visibility rules, and output typing live in .agents/skills/add-tools/SKILL.md — read it before writing the first tool.

Critical Rules

• visibility: 'hidden' for OAuth tokens
• visibility: 'user-only' for API keys and user credentials
• visibility: 'user-or-llm' for operation parameters
• Always use ?? null for nullable API response fields
• Always use ?? [] for optional array fields
• Set optional: true for outputs that may not exist
• Never output raw JSON dumps - extract meaningful fields
• When using type: 'json' and you know the object shape, define properties with the inner fields so downstream consumers know the structure. Only use bare type: 'json' when the shape is truly dynamic

Resolved Secrets at Model and Persistence Boundaries

Classify every request field (ordinary provider input / AI-consumed text / opaque model bytes / Sim-durable storage) before implementing the tool and apply the shared projection or provenance mechanism only where a concrete Sim {{...}} resolution path reaches a later model or log boundary. Full rules and the required tests are in .agents/skills/add-tools/SKILL.md → "Resolved Secrets and Provenance Boundaries".

Step 3: Create Block

File Location

apps/sim/blocks/blocks/{service}.ts

Follow .agents/skills/add-block/SKILL.md for the block structure, subBlock types, condition/dependsOn/required/mode syntax, outputs, canvasPresentation sentences, and the {Service}BlockMeta export (minimum 7 templates, plus url and skills). Every block declares canvasPresentation; bun run apps/sim/scripts/check-canvas-sentences.ts --block={service} must pass (CI runs check:canvas-sentences --require-coverage).

Three rules that are easy to get wrong when copying from existing blocks:

• Every remote selectorKey must use the unified server selector path. Apply the add-selector skill: add browser-safe metadata to apps/sim/lib/selectors/manifest.ts, reuse or extract a server-only provider listing primitive, and add a credential- and destination-bound server attachment. Do not add a client provider fetcher, a provider-specific query key, browser token acquisition, or a selector-only API route. The shared context builder sends only active dependsOn values and preserves exact {{KEY}} environment references for server-side resolution.
• Basic/advanced pairs use a canonicalParamId; its constraints are in .claude/rules/sim-integrations.md and the add-block skill → canonicalParamId Pattern.
• Every text-entry subBlock (short-input, long-input, code) and every selector declares a placeholder; an empty box tells the user nothing. Secrets read Enter your {thing} (e.g. Enter your API key), free text names what to type (Enter branch name), and formatted values show the shape (2023-01-01T00:00:00Z, 1 to 1000). An optional field with a server-side default names that default (Defaults to the database region). Dropdowns, switches, and oauth-input do not need one.

Step 4: Add Icon

File Location

apps/sim/components/icons.tsx

Pattern

export function {Service}Icon(props: SVGProps<SVGSVGElement>) {
  return (
    <svg
      {...props}
      viewBox="0 0 24 24"
      fill="none"
      xmlns="http://www.w3.org/2000/svg"
    >
      {/* SVG paths from user-provided SVG */}
    </svg>
  )
}

Getting Icons

Do not search for icons yourself. At the end of implementation, ask the user to paste the service's SVG (usually on its brand/press kit page).

Once the user provides the SVG:

1. Extract the SVG paths/content
2. Create a React component that spreads props
3. Ensure viewBox is preserved from the original SVG

Theme-safety (bare rendering) — REQUIRED

The icon renders both inside its colored bgColor tile AND "bare" (no tile) on a neutral page — e.g. the home Suggested actions list — in both light and dark mode. A monochrome logo whose paths hardcode a single near-white or near-black fill is invisible bare on the matching background (white-on-white in light mode, black-on-black in dark mode).

Rules when adding the SVG:

• Monochrome logos (a single white or black mark): draw the shape with fill='currentColor', not fill='#fff' / fill='#000000'. It then inherits white inside dark tiles, near-black inside light tiles (via getTileIconColorClass), and the theme-aware var(--text-icon) bare — legible everywhere. Do NOT set iconColor for these.
• Multi-color brand logos (their own vivid fills): keep the hardcoded fills. They read on any background. Only set iconColor (a vivid brand hex, never a near-black/near-white tile color) if the bare icon should adopt a brand tint.
• A large white shape with a tiny vivid accent (e.g. a logo where the body is the white negative space) still vanishes bare — convert the body to currentColor.

Verify with bun run check:bare-icons (also runs in CI). It flags purely monochrome hazards; for partial-accent logos, eyeball the suggested-actions list in both light and dark mode.

Step 5: Create Triggers (Optional)

If the service supports webhooks or needs polling, follow .agents/skills/add-trigger/SKILL.md (directory layout, buildTriggerSubBlocks, provider handler, polling handler); then wire triggers.enabled / triggers.available into the block and spread each trigger's getTrigger(id).subBlocks after the tool subBlocks.

Step 6: Register Everything

Tools Registry (apps/sim/tools/registry.ts)

// Add import (alphabetically)
import {
  {service}Action1Tool,
  {service}Action2Tool,
} from '@/tools/{service}'

// Add to tools object (alphabetically)
export const tools: Record<string, ExecutableToolConfig> = {
  // ... existing tools ...
  {service}_action1: {service}Action1Tool,
  {service}_action2: {service}Action2Tool,
}

Then regenerate the generated tool metadata and commit it:

bun run tool-metadata:generate

Client code reads params/outputs from these artifacts rather than importing the registry, so a tool you add, change or remove is invisible to the UI until they are regenerated, and CI fails on stale ones. See .agents/skills/tool-registry-boundary/SKILL.md.

Block Registry (apps/sim/blocks/registry-maps.ts)

The data maps (BLOCK_REGISTRY + BLOCK_META_REGISTRY) live in registry-maps.ts; registry.ts holds only the accessor functions. Add the import and an entry to each map alphabetically:

// Add import (alphabetically)
import { {Service}Block, {Service}BlockMeta } from '@/blocks/blocks/{service}'

// Add to the config map (alphabetically)
export const BLOCK_REGISTRY: Record<string, BlockConfig> = {
  // ... existing blocks ...
  {service}: {Service}Block,
}

// Add to the catalog-meta map (alphabetically)
export const BLOCK_META_REGISTRY: Record<string, BlockMeta> = {
  // ... existing metas ...
  {service}: {Service}BlockMeta,
}

Trigger Registry (apps/sim/triggers/registry.ts) - If triggers exist

// Add import (alphabetically)
import {
  {service}EventATrigger,
  {service}EventBTrigger,
  {service}WebhookTrigger,
} from '@/triggers/{service}'

// Add to TRIGGER_REGISTRY (alphabetically)
export const TRIGGER_REGISTRY: TriggerRegistry = {
  // ... existing triggers ...
  {service}_event_a: {service}EventATrigger,
  {service}_event_b: {service}EventBTrigger,
  {service}_webhook: {service}WebhookTrigger,
}

Step 7: Configure Deployment Availability

Do this for every visible OAuth integration. API-key and unauthenticated integrations do not need an OAuth client capability.

The block's oauth-input.serviceId is the canonical link between the generated integration catalog, the OAuth service configuration, deployment availability, and the setup CLI.

1. Ensure the block has exactly one distinct OAuth serviceId and that it matches the canonical service entry in apps/sim/lib/oauth/oauth.ts.
2. Confirm resolveOAuthClientCapabilityId(serviceId) resolves to the intended provider entry in OAUTH_CLIENT_CAPABILITIES in packages/deployment-config/src/env-capabilities.ts. Google and Microsoft service IDs deliberately share provider-level capabilities.
3. For a new OAuth provider, add the required client fields to OAUTH_CLIENT_CAPABILITIES, add every referenced field to the env schema in apps/sim/lib/core/config/env.ts, and add the matching text or secret entries to OAUTH_CLIENT_SETUP_FIELDS in packages/sim-setup/src/capability-config.ts. Do not create integration-specific setup logic or infer secret fields from naming; the CLI mapping is exhaustively checked against the runtime fields.
4. If the canonical OAuth service has serviceAccountProviderId, run bun run deployment-config:generate to refresh packages/deployment-config/src/service-account-providers.generated.ts; never hand-edit the generated provider-ID map. In packages/deployment-config/src/service-account-metadata.ts, use:
   • no deploymentRequirement when the service-account path works independently of OAuth client fields;
   • 'oauth-client' when it requires the same deployment OAuth client fields;
   • 'preview-gated' when availability is controlled by the service-account preview block.

Never add a permissive fallback for missing capability metadata. A visible OAuth integration without a resolvable capability must fail validation.

Step 8: Generate and Validate the Catalog

Run bun run tool-metadata:generate, bun run scripts/generate-docs.ts, bun run deployment-config:generate, then bun run check:audits (see the validate-integration skill → Regenerate Derived Artifacts for the full list and what each check verifies).

The docs generator creates apps/docs/content/docs/integrations/{service}.mdx — one page per service carrying the block's Actions and, if it has one, its Triggers section. Never hand-edit generated pages; the only editable region is the {/* MANUAL-CONTENT */} block (see scripts/README.md).

Every generated integration page carries a hand-written intro directly under <BlockInfoCard />. The generator preserves it across regenerations, so write it once after the first generate:

{/* MANUAL-CONTENT-START:intro */}
[{Service}](https://service.com/) is {one sentence on what the service is}.

With the {Service} block, you can:

- **{Capability}**: {what the operations in this group do}
- **{Capability}**: {...}

{How to connect: which credential to create and where, if it is not OAuth.}

In Sim, the {Service} block lets your agents {concrete workflow uses}.
{/* MANUAL-CONTENT-END */}

Group the bullets by what the user gets done, not one bullet per tool. Only describe operations the block actually ships. Follow .claude/rules/constitution.md for voice. Re-run bun run scripts/generate-docs.ts afterwards and confirm the section survived unchanged.

The docs generator refreshes packages/deployment-config/src/integrations.json, and the deployment config generator projects service-account provider IDs from that catalog plus the canonical OAuth registry. The checks compare both committed projections with their sources. Review the generated diff and keep only intentional changes.

V2 Integration Pattern

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, 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

// In registry
{service}: {Service}Block,        // V1 (legacy, hidden)
{service}_v2: {Service}V2Block,   // V2 (visible)

Complete Checklist