From f8b2812f09f1c482226523163ec5dc56a0ea0409 Mon Sep 17 00:00:00 2001 From: Bill Leoutsakos Date: Fri, 14 Aug 2026 16:20:30 -0700 Subject: [PATCH 1/8] feat(integrations): add Dynamics 365 CRM --- apps/docs/components/ui/icon-mapping.ts | 1 + .../content/docs/en/integrations/meta.json | 1 + .../integrations/microsoft_dynamics_365.mdx | 237 ++++ .../connect-oauth-modal.tsx | 64 +- .../microsoft-dataverse-environment.test.ts | 101 ++ .../microsoft-dataverse-environment.tsx | 131 ++ .../[block]/integration-block-detail.tsx | 1 + .../connected-credential-detail.tsx | 58 +- .../credential-selector.tsx | 50 +- .../microsoft-dataverse-policy.test.ts | 85 ++ .../microsoft-dataverse-policy.ts | 80 ++ .../blocks/microsoft_dynamics_365.test.ts | 476 +++++++ .../blocks/blocks/microsoft_dynamics_365.ts | 1130 +++++++++++++++++ apps/sim/blocks/registry-maps.ts | 6 + .../microsoft-dataverse-connections.test.ts | 171 +++ .../oauth/microsoft-dataverse-connections.ts | 128 ++ apps/sim/hooks/use-oauth-return.ts | 13 + apps/sim/lib/auth/auth.ts | 20 +- apps/sim/lib/auth/connectors/providers.ts | 25 +- apps/sim/lib/integrations/icon-mapping.ts | 1 + .../sim/lib/oauth/microsoft-dataverse.test.ts | 342 +++++ apps/sim/lib/oauth/microsoft-dataverse.ts | 314 +++++ apps/sim/lib/oauth/token-resolution.test.ts | 55 + apps/sim/lib/oauth/token-resolution.ts | 8 +- apps/sim/tools/index.test.ts | 91 ++ apps/sim/tools/index.ts | 4 + .../microsoft_dynamics_365/close_case.ts | 151 +++ .../close_opportunity.ts | 160 +++ .../microsoft_dynamics_365/create_record.ts | 144 +++ .../dynamics_crm.test.ts | 991 +++++++++++++++ .../microsoft_dynamics_365/get_record.ts | 141 ++ .../sim/tools/microsoft_dynamics_365/index.ts | 28 + .../microsoft_dynamics_365/list_records.ts | 292 +++++ .../microsoft_dynamics_365/qualify_lead.ts | 264 ++++ .../microsoft_dynamics_365/search_records.ts | 338 +++++ .../sim/tools/microsoft_dynamics_365/types.ts | 220 ++++ .../microsoft_dynamics_365/update_record.ts | 128 ++ .../sim/tools/microsoft_dynamics_365/utils.ts | 276 ++++ apps/sim/tools/registry.ts | 18 + .../deployment-config/src/integrations.json | 60 + 40 files changed, 6771 insertions(+), 33 deletions(-) create mode 100644 apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx create mode 100644 apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.test.ts create mode 100644 apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.tsx create mode 100644 apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.test.ts create mode 100644 apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.ts create mode 100644 apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts create mode 100644 apps/sim/blocks/blocks/microsoft_dynamics_365.ts create mode 100644 apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts create mode 100644 apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.ts create mode 100644 apps/sim/lib/oauth/microsoft-dataverse.test.ts create mode 100644 apps/sim/lib/oauth/microsoft-dataverse.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/close_case.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/create_record.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/get_record.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/index.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/list_records.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/qualify_lead.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/search_records.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/types.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/update_record.ts create mode 100644 apps/sim/tools/microsoft_dynamics_365/utils.ts diff --git a/apps/docs/components/ui/icon-mapping.ts b/apps/docs/components/ui/icon-mapping.ts index ca2c4dedf26..c7feb4ab052 100644 --- a/apps/docs/components/ui/icon-mapping.ts +++ b/apps/docs/components/ui/icon-mapping.ts @@ -448,6 +448,7 @@ export const blockTypeToIconMap: Record = { memory: BrainIcon, microsoft_ad: AzureIcon, microsoft_dataverse: MicrosoftDataverseIcon, + microsoft_dynamics_365: MicrosoftDataverseIcon, microsoft_excel: MicrosoftExcelIcon, microsoft_excel_v2: MicrosoftExcelIcon, microsoft_planner: MicrosoftPlannerIcon, diff --git a/apps/docs/content/docs/en/integrations/meta.json b/apps/docs/content/docs/en/integrations/meta.json index d6b51540b8f..ae31c81a3c8 100644 --- a/apps/docs/content/docs/en/integrations/meta.json +++ b/apps/docs/content/docs/en/integrations/meta.json @@ -161,6 +161,7 @@ "memory", "microsoft_ad", "microsoft_dataverse", + "microsoft_dynamics_365", "microsoft_excel", "microsoft_planner", "microsoft_teams", diff --git a/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx b/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx new file mode 100644 index 00000000000..da6be6d068b --- /dev/null +++ b/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx @@ -0,0 +1,237 @@ +--- +title: Microsoft Dynamics 365 CRM +description: Manage customers, sales pipelines, and support cases in Dynamics 365 CRM +--- + +import { BlockInfoCard } from "@/components/ui/block-info-card" + + + +{/* MANUAL-CONTENT-START:intro */} +[Microsoft Dynamics 365 CRM](https://www.microsoft.com/en-us/dynamics-365) stores its sales and customer-service data in Microsoft Dataverse. This integration presents the standard CRM tables and lifecycle actions while keeping the generic Microsoft Dataverse integration available for custom tables and advanced operations. + +Two block operations intentionally reuse the new CRM tools under a simpler CRM label: + +- **List Owners** lists active users or owner-capable teams. The results are candidates; Dynamics security roles and table privileges still determine whether a particular user or team can own a record. +- **Assign Record** updates the selected record's `ownerid@odata.bind` to an explicitly chosen user or team. + +Connect one credential per Dynamics environment. The credential is bound to that environment during Microsoft OAuth, and CRM requests refuse a different environment. This release supports public-cloud Dataverse hosts only. +{/* MANUAL-CONTENT-END */} + +## Usage Instructions + +Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges. + + + +## Actions + +### List Microsoft Dynamics 365 CRM Records + +Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | +| `select` | string | No | Comma-separated list of columns to return \(OData $select\) | +| `filter` | string | No | OData $filter expression \(e.g., statecode eq 0\) | +| `orderBy` | string | No | OData $orderby expression \(e.g., name asc, createdon desc\) | +| `pageSize` | number | No | Maximum records in this page \(default and maximum: 100\) | +| `expand` | string | No | Navigation properties to expand \(OData $expand\) | +| `count` | string | No | Set to "true" to include total record count in response \(OData $count\) | +| `nextLink` | string | No | Exact nextLink returned by a previous page of this operation | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `records` | array | Array of Dataverse records. Each record has dynamic columns based on the table schema. | +| `count` | number | Number of records returned in the current page | +| `totalCount` | number | Provider-reported matching-record count, which Dataverse may cap \(requires $count=true\) | +| `totalCountLimitExceeded` | boolean | Whether Dataverse capped the provider-reported matching-record count | +| `nextLink` | string | URL for the next page of results | +| `success` | boolean | Operation success status | + +### Get Microsoft Dynamics 365 CRM Record + +Retrieve a single record from a Microsoft Dataverse table by its ID. Supports $select and $expand OData query options. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | +| `recordId` | string | Yes | The unique identifier \(GUID\) of the record to retrieve | +| `select` | string | No | Comma-separated list of columns to return \(OData $select\) | +| `expand` | string | No | Navigation properties to expand \(OData $expand\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | object | Dataverse record object. Contains dynamic columns based on the queried table, plus OData metadata fields. | +| `recordId` | string | The requested record ID | +| `success` | boolean | Whether the record was retrieved successfully | + +### Create Microsoft Dynamics 365 CRM Record + +Create a new record in a Microsoft Dataverse table. Requires the entity set name (plural table name) and record data as a JSON object. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | +| `data` | object | Yes | Record data as a JSON object with column names as keys | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | object | Dataverse record object. Contains dynamic columns based on the queried table, plus OData metadata fields. | +| `recordId` | string | The ID of the created record | +| `success` | boolean | Whether the record was created successfully | + +### Update Microsoft Dynamics 365 CRM Record + +Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | +| `recordId` | string | Yes | The unique identifier \(GUID\) of the record to update | +| `data` | object | Yes | Record data to update as a JSON object with column names as keys | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `recordId` | string | The ID of the updated record | +| `success` | boolean | Operation success status | + +### Search Microsoft Dynamics 365 CRM Records + +Perform a full-text relevance search across Microsoft Dataverse tables. Requires Dataverse Search to be enabled on the environment. Supports simple and Lucene query syntax. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `searchTerm` | string | Yes | Search text \(1-100 chars\). Supports simple syntax: + \(AND\), \| \(OR\), - \(NOT\), * \(wildcard\), "exact phrase" | +| `entities` | string | No | JSON array of search entity configs. Each object: \{"name":"account","selectColumns":\["name"\],"searchColumns":\["name"\],"filter":"statecode eq 0"\} | +| `filter` | string | No | Global OData filter applied across all entities \(e.g., "createdon gt 2024-01-01"\) | +| `facets` | string | No | JSON array of facet specifications \(e.g., \["entityname,count:100","ownerid,count:100"\]\) | +| `top` | number | No | Maximum number of results \(default: 50, max: 100\) | +| `skip` | number | No | Number of results to skip for pagination | +| `orderBy` | string | No | JSON array of sort expressions \(e.g., \["createdon desc"\]\) | +| `searchMode` | string | No | Search mode: "any" \(default, match any term\) or "all" \(match all terms\) | +| `searchType` | string | No | Query type: "simple" \(default\) or "lucene" \(enables regex, fuzzy, proximity, boosting\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `results` | array | Array of search result objects | +| ↳ `Id` | string | Record GUID | +| ↳ `EntityName` | string | Table logical name \(e.g., account, contact\) | +| ↳ `ObjectTypeCode` | number | Entity type code | +| ↳ `Attributes` | object | Record attributes matching the search. Keys are column logical names. | +| ↳ `Highlights` | object | Highlighted search matches. Keys are column names, values are arrays of strings with \{crmhit\}/\{/crmhit\} markers. | +| ↳ `Score` | number | Relevance score for this result | +| `totalCount` | number | Total number of matching records across all tables | +| `count` | number | Number of results returned in this page | +| `facets` | object | Facet results when facets were requested. Keys are facet names, values are arrays of facet value objects with count and value properties. | +| `success` | boolean | Operation success status | + +### Qualify Microsoft Dynamics 365 Lead + +Qualify a Dynamics 365 Sales lead and optionally create linked account, contact, and opportunity records. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `leadId` | string | Yes | GUID of the lead to qualify | +| `createAccount` | boolean | Yes | Whether to create an account from the lead | +| `createContact` | boolean | Yes | Whether to create a contact from the lead | +| `createOpportunity` | boolean | Yes | Whether to create an opportunity from the lead | +| `statusReason` | number | No | Qualified lead status-reason value \(default: 3\) | +| `opportunityCurrencyId` | string | No | Optional transaction currency GUID for the created opportunity | +| `opportunityCustomerId` | string | No | Optional account or contact GUID for the created opportunity customer | +| `opportunityCustomerType` | string | No | Customer table type for opportunityCustomerId: account or contact | +| `sourceCampaignId` | string | No | Optional source campaign GUID for the created opportunity | +| `processInstanceId` | string | No | Optional business process flow instance GUID for the created opportunity | +| `processInstanceEntityType` | string | No | Logical table name for the business process flow instance | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `createdEntities` | array | Entity references returned by Dataverse for records created while qualifying the lead | +| `success` | boolean | Whether the lead was qualified successfully | + +### Close Microsoft Dynamics 365 Opportunity + +Close a Dynamics 365 Sales opportunity as won or lost. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `opportunityId` | string | Yes | GUID of the opportunity to close | +| `outcome` | string | Yes | Opportunity outcome: won or lost | +| `subject` | string | Yes | Subject for the opportunity-close activity \(maximum 200 characters\) | +| `description` | string | No | Optional description for the opportunity-close activity | +| `statusReason` | number | No | Opportunity status-reason value \(defaults to 3 for won or 4 for lost\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `opportunityId` | string | GUID of the closed opportunity | +| `outcome` | string | The applied opportunity outcome: won or lost | +| `success` | boolean | Whether the opportunity was closed successfully | + +### Close Microsoft Dynamics 365 Case + +Resolve and close a Dynamics 365 Customer Service case. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | +| `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) | +| `caseId` | string | Yes | GUID of the case to close | +| `subject` | string | Yes | Subject for the case-resolution activity \(maximum 200 characters\) | +| `description` | string | No | Optional description for the case-resolution activity | +| `timeSpent` | number | No | Optional nonnegative number of minutes spent resolving the case | +| `statusReason` | number | No | Resolved case status-reason value \(default: 5\) | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `caseId` | string | GUID of the closed case | +| `success` | boolean | Whether the case was closed successfully | diff --git a/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx index 552637626c8..84833779699 100644 --- a/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx +++ b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx @@ -27,7 +27,15 @@ import { } from '@/lib/oauth' import { getScopeDescription, getServiceConfigByProviderId } from '@/lib/oauth/utils' import { withBrandIcon } from '@/blocks/brand-icon' +import { + MicrosoftDataverseEnvironmentField, + useMicrosoftDataverseEnvironmentForm, +} from '@/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment' import { useCreateCredentialDraft, useWorkspaceCredentials } from '@/hooks/queries/credentials' +import { + assertMicrosoftDataverseWebOAuthAvailable, + useConnectMicrosoftDataverseOAuthService, +} from '@/hooks/queries/oauth/microsoft-dataverse-connections' import { useConnectOAuthService } from '@/hooks/queries/oauth/oauth-connections' const logger = createLogger('ConnectOAuthModal') @@ -85,6 +93,10 @@ interface ConnectOAuthModalBaseProps { /** Used to resolve display metadata and the provider id when not supplied directly. */ provider?: OAuthProvider serviceId?: string + /** Enables the environment-bound Dynamics 365 OAuth flow. Legacy Dataverse callers omit it. */ + requireDataverseEnvironment?: boolean + /** Locks an environment-bound connection to the workflow or credential's selected environment. */ + dataverseEnvironmentUrl?: string } /** @@ -162,6 +174,7 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { const [selectedProviderId, setSelectedProviderId] = useState(null) const providerId = selectedProviderId ?? declaredProviderId + const requiredScopes = props.requiredScopes ?? EMPTY_SCOPES const [displayName, setDisplayName] = useState('') const [description, setDescription] = useState('') @@ -186,6 +199,14 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { }) const createDraft = useCreateCredentialDraft() const connectOAuthService = useConnectOAuthService() + const connectMicrosoftDataverseOAuthService = useConnectMicrosoftDataverseOAuthService() + const dataverseEnvironmentForm = useMicrosoftDataverseEnvironmentForm({ + fallbackScopes: requiredScopes, + lockedEnvironmentUrl: props.dataverseEnvironmentUrl, + open, + providerId, + required: props.requireDataverseEnvironment === true, + }) /** * Lowercased set of OAuth credential names already in the workspace. Drives @@ -201,7 +222,6 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { [credentials] ) - const requiredScopes = props.requiredScopes ?? EMPTY_SCOPES const newScopes = !isConnect ? (props.newScopes ?? EMPTY_SCOPES) : EMPTY_SCOPES const newScopesSet = useMemo( @@ -210,7 +230,9 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { ) const displayScopes = useMemo(() => { - const filtered = [...requiredScopes].filter((scope) => !isHiddenScope(scope)) + const filtered = [...dataverseEnvironmentForm.effectiveScopes].filter( + (scope) => !isHiddenScope(scope) + ) if (isConnect) return filtered return filtered.sort((a, b) => { const aIsNew = newScopesSet.has(a) @@ -219,7 +241,7 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { if (!aIsNew && bIsNew) return 1 return 0 }) - }, [isConnect, requiredScopes, newScopesSet]) + }, [isConnect, dataverseEnvironmentForm.effectiveScopes, newScopesSet]) /** * Initialize the connect form once per open session, after credentials have @@ -261,6 +283,10 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { setValidationError(null) setSubmitError(null) try { + const environmentUrl = dataverseEnvironmentForm.validate() + if (dataverseEnvironmentForm.enabled && !environmentUrl) return + if (environmentUrl) assertMicrosoftDataverseWebOAuthAvailable() + let connectorType: string | undefined let draftId: string | undefined @@ -343,11 +369,19 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { callbackURL.searchParams.set(ADD_CONNECTOR_SEARCH_PARAM, connectorType) } - await connectOAuthService.mutateAsync({ - providerId, - callbackURL: callbackURL.toString(), - draftId, - }) + if (environmentUrl) { + await connectMicrosoftDataverseOAuthService.mutateAsync({ + callbackURL: callbackURL.toString(), + draftId, + environmentUrl, + }) + } else { + await connectOAuthService.mutateAsync({ + providerId, + callbackURL: callbackURL.toString(), + draftId, + }) + } handleClose() } catch (err: unknown) { const message = getErrorMessage(err, 'Failed to start OAuth connection') @@ -357,10 +391,16 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { } const createsDraft = isConnect || (!isConnect && Boolean(props.reconnectTarget)) - const isPending = (createsDraft && createDraft.isPending) || connectOAuthService.isPending + const isPending = + (createsDraft && createDraft.isPending) || + connectOAuthService.isPending || + connectMicrosoftDataverseOAuthService.isPending const isDisabled = isConnect - ? !displayName.trim() || isPending || Boolean(existingCredential) - : isPending + ? !displayName.trim() || + !dataverseEnvironmentForm.isComplete || + isPending || + Boolean(existingCredential) + : !dataverseEnvironmentForm.isComplete || isPending const displayNameError = validationError ?? @@ -413,6 +453,8 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) { /> )} + + {isConnect && ( + +function renderEnvironmentForm(props: Parameters[0]): { + result: () => FormResult + unmount: () => void +} { + ;(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true + const container = document.createElement('div') + const root: Root = createRoot(container) + let latest: FormResult + + function Probe() { + latest = useMicrosoftDataverseEnvironmentForm(props) + return null + } + + act(() => root.render(createElement(Probe))) + return { + result: () => latest, + unmount: () => act(() => root.unmount()), + } +} + +describe('useMicrosoftDataverseEnvironmentForm', () => { + it('collects and validates a free environment value', () => { + const hook = renderEnvironmentForm({ + fallbackScopes: ['legacy'], + open: true, + providerId: 'microsoft-dataverse', + required: true, + }) + + expect(hook.result()).toMatchObject({ + effectiveScopes: ['openid', 'profile', 'email', 'offline_access'], + enabled: true, + isComplete: false, + isLocked: false, + value: '', + }) + + act(() => hook.result().setValue('https://evil.example')) + act(() => expect(hook.result().validate()).toBeUndefined()) + expect(hook.result().error).toContain('supported public-cloud Microsoft Dynamics host') + + act(() => hook.result().setValue(' https://contoso.crm4.dynamics.com/ ')) + act(() => expect(hook.result().validate()).toBe('https://contoso.crm4.dynamics.com')) + expect(hook.result().effectiveScopes).toEqual([ + 'openid', + 'profile', + 'email', + 'https://contoso.crm4.dynamics.com/.default', + 'offline_access', + ]) + hook.unmount() + }) + + it('locks workflow and reconnect flows to their supplied environment', () => { + const hook = renderEnvironmentForm({ + fallbackScopes: ['legacy'], + lockedEnvironmentUrl: 'https://contoso.crm.dynamics.com', + open: true, + providerId: 'microsoft-dataverse', + required: true, + }) + + expect(hook.result()).toMatchObject({ + enabled: true, + isComplete: true, + isLocked: true, + value: 'https://contoso.crm.dynamics.com', + }) + expect(hook.result().validate()).toBe('https://contoso.crm.dynamics.com') + hook.unmount() + }) + + it('does not affect ordinary OAuth providers', () => { + const hook = renderEnvironmentForm({ + fallbackScopes: ['scope-a'], + open: true, + providerId: 'salesforce', + required: true, + }) + + expect(hook.result()).toMatchObject({ + effectiveScopes: ['scope-a'], + enabled: false, + isComplete: true, + isLocked: false, + value: '', + }) + hook.unmount() + }) +}) diff --git a/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.tsx b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.tsx new file mode 100644 index 00000000000..eb204c42d71 --- /dev/null +++ b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.tsx @@ -0,0 +1,131 @@ +'use client' + +import { useState } from 'react' +import { ChipModalField } from '@sim/emcn' +import { getErrorMessage } from '@sim/utils/errors' +import { + getMicrosoftDataverseOAuthScopes, + MICROSOFT_DATAVERSE_PROVIDER_ID, + normalizeMicrosoftDataverseEnvironmentUrl, +} from '@/lib/oauth/microsoft-dataverse' + +const DYNAMICS_IDENTITY_SCOPES = ['openid', 'profile', 'email', 'offline_access'] as const + +interface UseMicrosoftDataverseEnvironmentFormProps { + fallbackScopes: readonly string[] + lockedEnvironmentUrl?: string + open: boolean + providerId: string + required: boolean +} + +export interface MicrosoftDataverseEnvironmentForm { + effectiveScopes: readonly string[] + enabled: boolean + error: string | null + isComplete: boolean + isLocked: boolean + setValue: (value: string) => void + validate: () => string | undefined + value: string +} + +export function useMicrosoftDataverseEnvironmentForm({ + fallbackScopes, + lockedEnvironmentUrl, + open, + providerId, + required, +}: UseMicrosoftDataverseEnvironmentFormProps): MicrosoftDataverseEnvironmentForm { + const enabled = required && providerId === MICROSOFT_DATAVERSE_PROVIDER_ID + const initialValue = enabled ? (lockedEnvironmentUrl ?? '') : '' + const [value, setEnvironmentValue] = useState(initialValue) + const [error, setError] = useState(null) + const sessionKey = `${open}:${enabled}:${lockedEnvironmentUrl ?? ''}` + const [previousSessionKey, setPreviousSessionKey] = useState(sessionKey) + + if (previousSessionKey !== sessionKey) { + setPreviousSessionKey(sessionKey) + setEnvironmentValue(open && enabled ? (lockedEnvironmentUrl ?? '') : '') + setError(null) + } + + const setValue = (nextValue: string) => { + setEnvironmentValue(nextValue) + setError(null) + } + + const validate = () => { + if (!enabled) return undefined + try { + const environmentUrl = normalizeMicrosoftDataverseEnvironmentUrl(value) + setError(null) + return environmentUrl + } catch (validationError) { + setError( + getErrorMessage(validationError, 'Enter a valid public-cloud Dataverse environment URL.') + ) + return undefined + } + } + + const effectiveScopes = (() => { + if (!enabled) return fallbackScopes + if (!value.trim()) return DYNAMICS_IDENTITY_SCOPES + try { + return getMicrosoftDataverseOAuthScopes(value) + } catch { + return fallbackScopes + } + })() + + return { + effectiveScopes, + enabled, + error, + isComplete: !enabled || value.trim().length > 0, + isLocked: enabled && Boolean(lockedEnvironmentUrl), + setValue, + validate, + value, + } +} + +interface MicrosoftDataverseEnvironmentFieldProps { + form: MicrosoftDataverseEnvironmentForm +} + +export function MicrosoftDataverseEnvironmentField({ + form, +}: MicrosoftDataverseEnvironmentFieldProps) { + if (!form.enabled) return null + + if (form.isLocked) { + return ( + + ) + } + + return ( + + ) +} diff --git a/apps/sim/app/workspace/[workspaceId]/integrations/[block]/integration-block-detail.tsx b/apps/sim/app/workspace/[workspaceId]/integrations/[block]/integration-block-detail.tsx index f8fbafb5e47..075c690f70f 100644 --- a/apps/sim/app/workspace/[workspaceId]/integrations/[block]/integration-block-detail.tsx +++ b/apps/sim/app/workspace/[workspaceId]/integrations/[block]/integration-block-detail.tsx @@ -215,6 +215,7 @@ export function IntegrationBlockDetail({ integration, workspaceId }: Integration requiredScopes={oauthService.requiredScopes} serviceName={oauthService.serviceName} serviceIcon={oauthService.serviceIcon} + requireDataverseEnvironment={integration.type === 'microsoft_dynamics_365'} /> )} {hasServiceAccount && serviceAccountTarget && ( diff --git a/apps/sim/app/workspace/[workspaceId]/integrations/connected/[credentialId]/connected-credential-detail.tsx b/apps/sim/app/workspace/[workspaceId]/integrations/connected/[credentialId]/connected-credential-detail.tsx index f4da0081688..a4df76aeb2e 100644 --- a/apps/sim/app/workspace/[workspaceId]/integrations/connected/[credentialId]/connected-credential-detail.tsx +++ b/apps/sim/app/workspace/[workspaceId]/integrations/connected/[credentialId]/connected-credential-detail.tsx @@ -44,10 +44,15 @@ import { useWorkspaceCredentials, type WorkspaceCredential, } from '@/hooks/queries/credentials' +import { + useConnectMicrosoftDataverseOAuthService, + useMicrosoftDataverseCredentialBinding, +} from '@/hooks/queries/oauth/microsoft-dataverse-connections' import { useConnectOAuthService, useOAuthConnections, } from '@/hooks/queries/oauth/oauth-connections' +import { useOAuthCredentialDetail } from '@/hooks/queries/oauth/oauth-credentials' import { useOAuthReturnRouter } from '@/hooks/use-oauth-return' const logger = createLogger('ConnectedCredentialDetail') @@ -80,7 +85,19 @@ export function ConnectedCredentialDetail({ () => credentials.find((c) => c.id === credentialId) ?? null, [credentials, credentialId] ) - + const isDataverseCredential = + credential?.type === 'oauth' && credential.providerId === 'microsoft-dataverse' + const dataverseCredentialQuery = useOAuthCredentialDetail( + isDataverseCredential ? credentialId : undefined, + undefined, + isDataverseCredential + ) + const dataverseBinding = useMicrosoftDataverseCredentialBinding({ + isPending: dataverseCredentialQuery.isPending, + providerId: credential?.type === 'oauth' ? (credential.providerId ?? undefined) : undefined, + scopes: dataverseCredentialQuery.data?.[0]?.scopes, + }) + const connectMicrosoftDataverseOAuthService = useConnectMicrosoftDataverseOAuthService() const isAdmin = credential?.role === 'admin' const [showDeleteConfirmDialog, setShowDeleteConfirmDialog] = useState(false) @@ -111,6 +128,21 @@ export function ConnectedCredentialDetail({ const handleReconnectOAuth = async () => { if (!credential || credential.type !== 'oauth' || !credential.providerId || !workspaceId) return try { + if ( + isDataverseCredential && + dataverseCredentialQuery.isError && + !dataverseCredentialQuery.data?.[0] + ) { + throw new Error( + 'Could not verify this Dataverse credential’s environment binding. Please try again.' + ) + } + if (dataverseBinding.state === 'invalid') { + throw new Error( + 'This Dataverse credential has an invalid environment binding and cannot be reconnected in place.' + ) + } + const draft = await createDraft.mutateAsync({ workspaceId, providerId: credential.providerId, @@ -132,11 +164,19 @@ export function ConnectedCredentialDetail({ requestedAt: Date.now(), }) - await connectOAuthService.mutateAsync({ - providerId: credential.providerId, - callbackURL: window.location.href, - draftId: draft.draftId, - }) + if (dataverseBinding.state === 'bound' && dataverseBinding.environmentUrl) { + await connectMicrosoftDataverseOAuthService.mutateAsync({ + callbackURL: window.location.href, + draftId: draft.draftId, + environmentUrl: dataverseBinding.environmentUrl, + }) + } else { + await connectOAuthService.mutateAsync({ + providerId: credential.providerId, + callbackURL: window.location.href, + draftId: draft.draftId, + }) + } } catch (error: unknown) { toast.error("Couldn't start reconnect", { description: getErrorMessage(error, 'Please try again in a moment.'), @@ -180,7 +220,11 @@ export function ConnectedCredentialDetail({ ? () => setReconnectOpen(true) : handleReconnectOAuth } - disabled={connectOAuthService.isPending} + disabled={ + connectOAuthService.isPending || + connectMicrosoftDataverseOAuthService.isPending || + dataverseBinding.isPending + } leftIcon={display?.icon ?? undefined} > Reconnect diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/credential-selector.tsx b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/credential-selector.tsx index bb7bd1adcbb..a3397a2225d 100644 --- a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/credential-selector.tsx +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/credential-selector.tsx @@ -19,6 +19,7 @@ import { type ServiceAccountProviderId, useServiceAccountConnectTarget, } from '@/app/workspace/[workspaceId]/integrations/components/connect-service-account-modal' +import { resolveMicrosoftDataverseCredentialPolicy } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy' import { formatDisplayText } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/formatted-text' import { getWorkflowSearchLabelHighlight } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/workflow-search-highlight' import { useDependsOnGate } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/hooks/use-depends-on-gate' @@ -59,12 +60,15 @@ export function CredentialSelector({ const activeWorkflowId = useWorkflowRegistry((state) => state.activeWorkflowId) const [storeValue, setStoreValue] = useSubBlockValue(blockId, subBlock.id) - const requiredScopes = subBlock.requiredScopes || [] const label = subBlock.placeholder || 'Select credential' const serviceId = subBlock.serviceId || '' const isAllCredentials = !serviceId + const effectiveProviderId = useMemo( + () => getProviderIdFromServiceId(serviceId) as OAuthProvider, + [serviceId] + ) - const { depsSatisfied, dependsOn } = useDependsOnGate(blockId, subBlock, { + const { depsSatisfied, dependsOn, dependencyValues } = useDependsOnGate(blockId, subBlock, { disabled, isPreview, previewContextValues, @@ -76,10 +80,6 @@ export function CredentialSelector({ const effectiveValue = isPreview && previewValue !== undefined ? previewValue : storeValue const selectedId = typeof effectiveValue === 'string' ? effectiveValue : '' - const effectiveProviderId = useMemo( - () => getProviderIdFromServiceId(serviceId) as OAuthProvider, - [serviceId] - ) const provider = effectiveProviderId const isTriggerMode = subBlock.mode === 'trigger' || subBlock.mode === 'trigger-advanced' @@ -182,6 +182,17 @@ export function CredentialSelector({ const displayValue = isEditing ? editingValue : resolvedLabel + const dataversePolicy = resolveMicrosoftDataverseCredentialPolicy({ + dependsOn, + environmentUrl: dependencyValues.environmentUrl, + hasSelectedCredential: Boolean(selectedCredential), + providerId: effectiveProviderId, + selectedCredentialScopes: selectedCredential?.scopes, + }) + const requiredScopes = dataversePolicy.applies + ? dataversePolicy.requiredScopes + : (subBlock.requiredScopes ?? []) + const refetch = useCallback( () => (isAllCredentials ? refetchAllCredentials() : refetchCredentials()), [isAllCredentials, refetchAllCredentials, refetchCredentials] @@ -200,11 +211,10 @@ export function CredentialSelector({ const missingRequiredScopes = hasOAuthSelection ? getMissingRequiredScopes(selectedCredential!, requiredScopes || []) : [] - const needsUpdate = hasOAuthSelection && !isServiceAccount && - missingRequiredScopes.length > 0 && + (missingRequiredScopes.length > 0 || dataversePolicy.requiresSeparateCredential) && !effectiveDisabled && !isPreview && !credentialsLoading @@ -465,11 +475,15 @@ export function CredentialSelector({
- Additional permissions required + {dataversePolicy.message}
)} @@ -498,9 +512,15 @@ export function CredentialSelector({ provider={provider} serviceId={serviceId} providerId={effectiveProviderId} - requiredScopes={getCanonicalScopesForProvider(effectiveProviderId)} + requiredScopes={ + dataversePolicy.applies + ? requiredScopes + : getCanonicalScopesForProvider(effectiveProviderId) + } workspaceId={workspaceId} workflowId={activeWorkflowId || ''} + requireDataverseEnvironment={dataversePolicy.applies} + dataverseEnvironmentUrl={dataversePolicy.environmentUrl} /> )} @@ -516,7 +536,11 @@ export function CredentialSelector({ }} provider={provider} toolName={getProviderName(provider)} - requiredScopes={getCanonicalScopesForProvider(effectiveProviderId)} + requiredScopes={ + dataversePolicy.applies + ? requiredScopes + : getCanonicalScopesForProvider(effectiveProviderId) + } newScopes={missingRequiredScopes} serviceId={serviceId} // A reauthorize must return to the authorization server that issued @@ -528,6 +552,8 @@ export function CredentialSelector({ credentialId: selectedCredential.id, displayName: selectedCredential.name, }} + requireDataverseEnvironment={dataversePolicy.applies} + dataverseEnvironmentUrl={dataversePolicy.environmentUrl} /> )} diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.test.ts b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.test.ts new file mode 100644 index 00000000000..dd2d24ab28c --- /dev/null +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.test.ts @@ -0,0 +1,85 @@ +/** + * @vitest-environment node + */ +import { describe, expect, it } from 'vitest' +import { getMicrosoftDataverseRequiredScope } from '@/lib/oauth/microsoft-dataverse' +import { resolveMicrosoftDataverseCredentialPolicy } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy' + +const ENVIRONMENT = 'https://contoso.crm.dynamics.com' + +function resolve(scopes?: string[], environmentUrl: unknown = ENVIRONMENT) { + return resolveMicrosoftDataverseCredentialPolicy({ + dependsOn: ['environmentUrl'], + environmentUrl, + hasSelectedCredential: scopes !== undefined, + providerId: 'microsoft-dataverse', + selectedCredentialScopes: scopes, + }) +} + +describe('resolveMicrosoftDataverseCredentialPolicy', () => { + it('does not apply to ordinary providers or the released Dataverse block', () => { + expect( + resolveMicrosoftDataverseCredentialPolicy({ + dependsOn: [], + environmentUrl: ENVIRONMENT, + hasSelectedCredential: true, + providerId: 'microsoft-dataverse', + selectedCredentialScopes: [], + }) + ).toMatchObject({ applies: false, requiresSeparateCredential: false }) + expect( + resolveMicrosoftDataverseCredentialPolicy({ + dependsOn: ['environmentUrl'], + environmentUrl: ENVIRONMENT, + hasSelectedCredential: true, + providerId: 'salesforce', + selectedCredentialScopes: [], + }) + ).toMatchObject({ applies: false, requiresSeparateCredential: false }) + }) + + it('accepts a credential bound to the selected environment', () => { + expect(resolve([getMicrosoftDataverseRequiredScope(ENVIRONMENT)])).toMatchObject({ + applies: true, + bindingState: 'matching', + environmentUrl: ENVIRONMENT, + requiredScopes: [getMicrosoftDataverseRequiredScope(ENVIRONMENT)], + requiresSeparateCredential: false, + }) + }) + + it.each([ + ['legacy', ['https://dynamics.microsoft.com/user_impersonation'], 'unbound'], + [ + 'different environment', + [getMicrosoftDataverseRequiredScope('https://other.crm.dynamics.com')], + 'different', + ], + [ + 'ambiguous', + [ + getMicrosoftDataverseRequiredScope(ENVIRONMENT), + getMicrosoftDataverseRequiredScope('https://other.crm.dynamics.com'), + ], + 'invalid', + ], + ])('requires a separate credential for a %s binding', (_label, scopes, bindingState) => { + expect(resolve(scopes)).toMatchObject({ + actionLabel: 'Connect matching account', + bindingState, + requiresSeparateCredential: true, + }) + }) + + it('fails closed on an invalid requested environment without a credential', () => { + const policy = resolve(undefined, 'https://evil.example') + expect(policy).toMatchObject({ + applies: true, + bindingState: null, + requiredScopes: [], + requiresSeparateCredential: false, + }) + expect(policy.environmentUrl).toBeUndefined() + }) +}) diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.ts b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.ts new file mode 100644 index 00000000000..76289ec81f9 --- /dev/null +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.ts @@ -0,0 +1,80 @@ +import { + classifyMicrosoftDataverseCredentialEnvironment, + getMicrosoftDataverseRequiredScope, + MICROSOFT_DATAVERSE_PROVIDER_ID, + type MicrosoftDataverseCredentialEnvironmentState, + normalizeMicrosoftDataverseEnvironmentUrl, +} from '@/lib/oauth/microsoft-dataverse' + +interface ResolveMicrosoftDataverseCredentialPolicyParams { + dependsOn: readonly string[] + environmentUrl: unknown + hasSelectedCredential: boolean + providerId: string + selectedCredentialScopes?: readonly string[] +} + +export interface MicrosoftDataverseCredentialPolicy { + actionLabel: string + applies: boolean + bindingState: MicrosoftDataverseCredentialEnvironmentState | null + environmentUrl?: string + message: string + requiredScopes: string[] + requiresSeparateCredential: boolean +} + +const DEFAULT_POLICY: MicrosoftDataverseCredentialPolicy = { + actionLabel: 'Update access', + applies: false, + bindingState: null, + message: 'Additional permissions required', + requiredScopes: [], + requiresSeparateCredential: false, +} + +export function resolveMicrosoftDataverseCredentialPolicy({ + dependsOn, + environmentUrl, + hasSelectedCredential, + providerId, + selectedCredentialScopes, +}: ResolveMicrosoftDataverseCredentialPolicyParams): MicrosoftDataverseCredentialPolicy { + const applies = + providerId === MICROSOFT_DATAVERSE_PROVIDER_ID && dependsOn.includes('environmentUrl') + if (!applies) return DEFAULT_POLICY + + let normalizedEnvironmentUrl: string + try { + normalizedEnvironmentUrl = normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl) + } catch { + return { + ...DEFAULT_POLICY, + applies: true, + bindingState: hasSelectedCredential ? 'invalid' : null, + message: 'Enter a valid Dynamics environment before selecting a credential', + } + } + + const requiredScopes = [getMicrosoftDataverseRequiredScope(normalizedEnvironmentUrl)] + const bindingState = hasSelectedCredential + ? classifyMicrosoftDataverseCredentialEnvironment( + selectedCredentialScopes, + normalizedEnvironmentUrl + ) + : null + const requiresSeparateCredential = + bindingState === 'unbound' || bindingState === 'different' || bindingState === 'invalid' + + return { + actionLabel: requiresSeparateCredential ? 'Connect matching account' : 'Update access', + applies: true, + bindingState, + environmentUrl: normalizedEnvironmentUrl, + message: requiresSeparateCredential + ? 'This credential is not connected to this Dynamics environment' + : 'Additional permissions required', + requiredScopes, + requiresSeparateCredential, + } +} diff --git a/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts b/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts new file mode 100644 index 00000000000..0fcd31a1f5a --- /dev/null +++ b/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts @@ -0,0 +1,476 @@ +/** + * @vitest-environment node + */ +import { describe, expect, it } from 'vitest' +import { MicrosoftDataverseBlock } from '@/blocks/blocks/microsoft_dataverse' +import { + MicrosoftDynamics365Block, + MicrosoftDynamics365BlockMeta, +} from '@/blocks/blocks/microsoft_dynamics_365' + +const OPERATIONS = [ + 'list_records', + 'get_record', + 'create_record', + 'update_record', + 'search_records', + 'list_owners', + 'assign_record', + 'qualify_lead', + 'close_opportunity', + 'close_case', +] as const + +const TOOL_BY_OPERATION = { + list_records: 'microsoft_dynamics_365_list_records', + get_record: 'microsoft_dynamics_365_get_record', + create_record: 'microsoft_dynamics_365_create_record', + update_record: 'microsoft_dynamics_365_update_record', + search_records: 'microsoft_dynamics_365_search_records', + list_owners: 'microsoft_dynamics_365_list_records', + assign_record: 'microsoft_dynamics_365_update_record', + qualify_lead: 'microsoft_dynamics_365_qualify_lead', + close_opportunity: 'microsoft_dynamics_365_close_opportunity', + close_case: 'microsoft_dynamics_365_close_case', +} as const + +const RECORD_TYPES = { + account: { entitySetName: 'accounts', logicalName: 'account', primaryId: 'accountid' }, + contact: { entitySetName: 'contacts', logicalName: 'contact', primaryId: 'contactid' }, + lead: { entitySetName: 'leads', logicalName: 'lead', primaryId: 'leadid' }, + opportunity: { + entitySetName: 'opportunities', + logicalName: 'opportunity', + primaryId: 'opportunityid', + }, + case: { entitySetName: 'incidents', logicalName: 'incident', primaryId: 'incidentid' }, +} as const + +const BASE_PARAMS = { + credential: 'credential-1', + environmentUrl: 'https://contoso.crm.dynamics.com', +} + +function mapParams(params: Record) { + const mapper = MicrosoftDynamics365Block.tools.config?.params + if (!mapper) throw new Error('Dynamics 365 CRM block is missing its params mapper') + return mapper({ ...BASE_PARAMS, ...params }) +} + +describe('MicrosoftDynamics365Block', () => { + it('reuses the existing Dataverse OAuth service and keeps the generic block available', () => { + const credential = MicrosoftDynamics365Block.subBlocks.find( + (subBlock) => subBlock.id === 'credential' + ) + + expect(credential).toMatchObject({ + type: 'oauth-input', + serviceId: 'microsoft-dataverse', + paramVisibility: 'user-only', + required: true, + dependsOn: ['environmentUrl'], + }) + expect(MicrosoftDynamics365Block.type).toBe('microsoft_dynamics_365') + expect(MicrosoftDataverseBlock.type).toBe('microsoft_dataverse') + expect( + MicrosoftDataverseBlock.subBlocks.find((subBlock) => subBlock.id === 'credential')?.dependsOn + ).toBeUndefined() + expect(MicrosoftDataverseBlock.tools.access).toContain('microsoft_dataverse_delete_record') + }) + + it('exposes exactly ten CRM operations with list records as the read-first default', () => { + const operation = MicrosoftDynamics365Block.subBlocks.find( + (subBlock) => subBlock.id === 'operation' + ) + const options = + typeof operation?.options === 'function' ? operation.options() : operation?.options + + expect(operation?.type).toBe('dropdown') + expect(operation?.value?.({})).toBe('list_records') + expect(options?.map(({ id }) => id)).toEqual(OPERATIONS) + expect(options?.some(({ id }) => id.includes('delete'))).toBe(false) + }) + + it('routes every CRM operation to an explicitly allowed tool', () => { + const toolSelector = MicrosoftDynamics365Block.tools.config?.tool + expect(toolSelector).toBeDefined() + + for (const operation of OPERATIONS) { + const toolId = toolSelector?.({ operation }) + expect(toolId).toBe(TOOL_BY_OPERATION[operation]) + expect(MicrosoftDynamics365Block.tools.access).toContain(toolId) + } + + expect(new Set(MicrosoftDynamics365Block.tools.access)).toEqual( + new Set(Object.values(TOOL_BY_OPERATION)) + ) + expect(() => toolSelector?.({ operation: 'delete_record' })).toThrow( + 'Unsupported Dynamics 365 CRM operation' + ) + }) + + it('uses unique subblock ids and covers every operation with a canvas sentence', () => { + const ids = MicrosoftDynamics365Block.subBlocks.map(({ id }) => id) + expect(new Set(ids).size).toBe(ids.length) + expect( + Object.keys(MicrosoftDynamics365Block.canvasPresentation?.sentences?.byOperation ?? {}) + ).toEqual(OPERATIONS) + }) + + it('maps every supported CRM record type to the fixed Dataverse table names', () => { + for (const [recordType, expected] of Object.entries(RECORD_TYPES)) { + expect(mapParams({ operation: 'list_records', recordType })).toMatchObject({ + entitySetName: expected.entitySetName, + }) + expect( + mapParams({ operation: 'search_records', recordType, searchTerm: 'Contoso' }) + ).toMatchObject({ + entities: JSON.stringify([{ name: expected.logicalName }]), + top: 100, + }) + } + + expect(() => mapParams({ operation: 'list_records', recordType: 'custom_table' })).toThrow( + 'Unsupported Dynamics 365 record type' + ) + }) + + it('builds operation-specific generic record params and rejects non-object record JSON', () => { + expect( + mapParams({ + operation: 'list_records', + recordType: 'account', + listSelect: ' name,accountid ', + listFilter: 'statecode eq 0', + listOrderBy: 'createdon desc', + recordExpand: 'primarycontactid', + maxResults: '100', + includeCount: false, + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + data: '{"stale":true}', + leadId: 'stale-lead', + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'accounts', + select: 'name,accountid', + filter: 'statecode eq 0', + orderBy: 'createdon desc', + expand: 'primarycontactid', + pageSize: 100, + count: 'false', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + }) + + expect( + mapParams({ + operation: 'get_record', + recordType: 'case', + recordId: ' {11111111-1111-4111-8111-111111111111} ', + listSelect: 'title,statuscode', + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'incidents', + recordId: '11111111-1111-4111-8111-111111111111', + select: 'title,statuscode', + }) + + expect( + mapParams({ + operation: 'create_record', + recordType: 'contact', + data: '{"firstname":"Ada","lastname":"Lovelace"}', + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'contacts', + data: { firstname: 'Ada', lastname: 'Lovelace' }, + }) + + expect(() => + mapParams({ operation: 'create_record', recordType: 'contact', data: '[1,2]' }) + ).toThrow('Record data must be a JSON object') + expect(() => + mapParams({ + operation: 'update_record', + recordType: 'contact', + recordId: '11111111-1111-4111-8111-111111111111', + data: '{', + }) + ).toThrow('Invalid JSON for Record data') + expect(() => + mapParams({ operation: 'list_records', recordType: 'account', maxResults: '101' }) + ).toThrow('Max results must be at most 100') + expect(mapParams({ operation: 'list_records', recordType: 'account' })).toMatchObject({ + pageSize: 100, + }) + expect( + mapParams({ + operation: 'search_records', + recordType: 'account', + searchTerm: 'Contoso', + searchSkip: '0', + }) + ).toMatchObject({ skip: 0 }) + expect(() => + mapParams({ + operation: 'search_records', + recordType: 'account', + searchTerm: 'Contoso', + searchSkip: '-1', + }) + ).toThrow('Search offset must be at least 0') + expect(() => + mapParams({ + operation: 'search_records', + recordType: 'account', + searchTerm: 'x'.repeat(101), + }) + ).toThrow('Search term must be at most 100 characters') + }) + + it('lists users and teams with bounded fixed projections', () => { + expect(mapParams({ operation: 'list_owners', ownerType: 'user', maxResults: '25' })).toEqual({ + ...BASE_PARAMS, + entitySetName: 'systemusers', + select: 'systemuserid,fullname,domainname,internalemailaddress,isdisabled', + pageSize: 25, + filter: 'isdisabled eq false', + }) + expect( + mapParams({ + operation: 'list_owners', + ownerType: 'team', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/teams?$skiptoken=opaque`, + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'teams', + select: 'teamid,name,teamtype', + pageSize: 100, + filter: 'teamtype ne 1', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/teams?$skiptoken=opaque`, + }) + }) + + it('assigns records with a validated user or team OData binding', () => { + const recordId = '11111111-1111-4111-8111-111111111111' + const ownerId = 'AAAAAAAA-AAAA-4AAA-8AAA-AAAAAAAAAAAA' + + expect( + mapParams({ + operation: 'assign_record', + recordType: 'opportunity', + recordId, + ownerType: 'user', + ownerId: `{${ownerId}}`, + data: '{"stale":true}', + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'opportunities', + recordId, + data: { + 'ownerid@odata.bind': `/systemusers(${ownerId})`, + }, + }) + + expect( + mapParams({ + operation: 'assign_record', + recordType: 'case', + recordId, + ownerType: 'team', + ownerId, + }).data + ).toEqual({ 'ownerid@odata.bind': `/teams(${ownerId})` }) + + expect(() => + mapParams({ + operation: 'assign_record', + recordType: 'case', + recordId, + ownerType: 'user', + ownerId: 'not-a-guid', + }) + ).toThrow('Owner ID must be a valid GUID') + }) + + it('preserves explicit false and zero values when qualifying a lead', () => { + expect( + mapParams({ + operation: 'qualify_lead', + leadId: '11111111-1111-4111-8111-111111111111', + createAccount: false, + createContact: 'false', + createOpportunity: 0, + qualifyStatusReason: '0', + qualifyOpportunityCurrencyId: 'stale-currency', + qualifyOpportunityCustomerId: 'stale-customer', + qualifyOpportunityCustomerType: 'contact', + qualifySourceCampaignId: 'stale-campaign', + qualifyProcessInstanceId: 'stale-process-id', + qualifyProcessInstanceEntityType: 'stale_process', + }) + ).toEqual({ + ...BASE_PARAMS, + leadId: '11111111-1111-4111-8111-111111111111', + createAccount: false, + createContact: false, + createOpportunity: false, + statusReason: 0, + }) + + expect(() => + mapParams({ + operation: 'qualify_lead', + leadId: '11111111-1111-4111-8111-111111111111', + createAccount: 'yes', + }) + ).toThrow('Create account must be true or false') + }) + + it('maps optional lead qualification references only for requested opportunity creation', () => { + expect( + mapParams({ + operation: 'qualify_lead', + leadId: '11111111-1111-4111-8111-111111111111', + createAccount: true, + createContact: false, + createOpportunity: true, + qualifyOpportunityCurrencyId: '22222222-2222-4222-8222-222222222222', + qualifyOpportunityCustomerId: '33333333-3333-4333-8333-333333333333', + qualifyOpportunityCustomerType: 'contact', + qualifySourceCampaignId: '44444444-4444-4444-8444-444444444444', + qualifyProcessInstanceId: '55555555-5555-4555-8555-555555555555', + qualifyProcessInstanceEntityType: 'leadtoopportunitysalesprocess', + }) + ).toEqual({ + ...BASE_PARAMS, + leadId: '11111111-1111-4111-8111-111111111111', + createAccount: true, + createContact: false, + createOpportunity: true, + opportunityCurrencyId: '22222222-2222-4222-8222-222222222222', + opportunityCustomerId: '33333333-3333-4333-8333-333333333333', + opportunityCustomerType: 'contact', + sourceCampaignId: '44444444-4444-4444-8444-444444444444', + processInstanceId: '55555555-5555-4555-8555-555555555555', + processInstanceEntityType: 'leadtoopportunitysalesprocess', + }) + + expect(() => + mapParams({ + operation: 'qualify_lead', + leadId: '11111111-1111-4111-8111-111111111111', + createOpportunity: true, + qualifyOpportunityCustomerId: '33333333-3333-4333-8333-333333333333', + }) + ).toThrow('Opportunity customer type is required') + + expect(() => + mapParams({ + operation: 'qualify_lead', + leadId: '11111111-1111-4111-8111-111111111111', + createOpportunity: true, + qualifyProcessInstanceId: '55555555-5555-4555-8555-555555555555', + }) + ).toThrow('Process instance ID and process instance table must be provided together') + }) + + it('maps opportunity and case closure without losing valid zero values', () => { + expect( + mapParams({ + operation: 'close_opportunity', + closeOpportunityId: '11111111-1111-4111-8111-111111111111', + opportunityOutcome: 'lost', + opportunitySubject: 'Budget unavailable', + opportunityDescription: 'Revisit next quarter', + opportunityStatusReason: '0', + caseDescription: 'stale case value', + }) + ).toEqual({ + ...BASE_PARAMS, + opportunityId: '11111111-1111-4111-8111-111111111111', + outcome: 'lost', + subject: 'Budget unavailable', + description: 'Revisit next quarter', + statusReason: 0, + }) + + expect( + mapParams({ + operation: 'close_case', + caseId: '22222222-2222-4222-8222-222222222222', + caseSubject: 'Issue resolved', + caseDescription: 'Configuration corrected', + caseTimeSpent: '0', + caseStatusReason: '0', + opportunityDescription: 'stale opportunity value', + }) + ).toEqual({ + ...BASE_PARAMS, + caseId: '22222222-2222-4222-8222-222222222222', + subject: 'Issue resolved', + description: 'Configuration corrected', + timeSpent: 0, + statusReason: 0, + }) + + expect(() => + mapParams({ + operation: 'close_case', + caseId: '22222222-2222-4222-8222-222222222222', + caseSubject: 'Issue resolved', + caseTimeSpent: '-1', + }) + ).toThrow('Time spent must be at least 0') + expect(() => + mapParams({ + operation: 'close_case', + caseId: '22222222-2222-4222-8222-222222222222', + caseSubject: 'Issue resolved', + caseTimeSpent: '2147483648', + }) + ).toThrow('Time spent must be at most 2147483647') + }) + + it('declares only outputs returned by the reused and lifecycle tools', () => { + expect(Object.keys(MicrosoftDynamics365Block.outputs)).toEqual([ + 'records', + 'record', + 'recordId', + 'count', + 'totalCount', + 'totalCountLimitExceeded', + 'nextLink', + 'results', + 'facets', + 'createdEntities', + 'opportunityId', + 'outcome', + 'caseId', + 'success', + ]) + }) + + it('provides researched templates and operation-grounded skills', () => { + expect(MicrosoftDynamics365BlockMeta.templates).toHaveLength(8) + expect(MicrosoftDynamics365BlockMeta.skills).toHaveLength(7) + + for (const template of MicrosoftDynamics365BlockMeta.templates) { + expect(template.title).toBeTruthy() + expect(template.prompt).toBeTruthy() + expect(template.modules.length).toBeGreaterThan(0) + expect(template.category).toBeTruthy() + expect(template.tags.length).toBeGreaterThan(0) + } + + const skillNames = MicrosoftDynamics365BlockMeta.skills.map(({ name }) => name) + expect(new Set(skillNames).size).toBe(skillNames.length) + expect( + MicrosoftDynamics365BlockMeta.skills.every(({ content }) => content.includes('## Steps')) + ).toBe(true) + }) +}) diff --git a/apps/sim/blocks/blocks/microsoft_dynamics_365.ts b/apps/sim/blocks/blocks/microsoft_dynamics_365.ts new file mode 100644 index 00000000000..ac5ee0faa6c --- /dev/null +++ b/apps/sim/blocks/blocks/microsoft_dynamics_365.ts @@ -0,0 +1,1130 @@ +import { MicrosoftDataverseIcon } from '@/components/icons' +import { getScopesForService } from '@/lib/oauth/utils' +import type { BlockConfig, BlockMeta } from '@/blocks/types' +import { AuthMode, IntegrationType } from '@/blocks/types' +import { + parseOptionalBooleanInput, + parseOptionalJsonInput, + parseOptionalNumberInput, +} from '@/blocks/utils' +import type { DataverseResponse } from '@/tools/microsoft_dynamics_365/types' + +const DATAVERSE_GUID_PATTERN = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i + +const CRM_RECORD_TYPES = { + account: { entitySetName: 'accounts', logicalName: 'account', primaryId: 'accountid' }, + contact: { entitySetName: 'contacts', logicalName: 'contact', primaryId: 'contactid' }, + lead: { entitySetName: 'leads', logicalName: 'lead', primaryId: 'leadid' }, + opportunity: { + entitySetName: 'opportunities', + logicalName: 'opportunity', + primaryId: 'opportunityid', + }, + case: { entitySetName: 'incidents', logicalName: 'incident', primaryId: 'incidentid' }, +} as const + +const OWNER_TYPES = { + user: { + entitySetName: 'systemusers', + select: 'systemuserid,fullname,domainname,internalemailaddress,isdisabled', + filter: 'isdisabled eq false', + }, + team: { + entitySetName: 'teams', + select: 'teamid,name,teamtype', + filter: 'teamtype ne 1', + }, +} as const + +type CrmRecordType = keyof typeof CRM_RECORD_TYPES +type OwnerType = keyof typeof OWNER_TYPES + +function normalizeDataverseGuid(value: string, fieldName: string): string { + const trimmed = value.trim() + const hasOpeningBrace = trimmed.startsWith('{') + const hasClosingBrace = trimmed.endsWith('}') + if (hasOpeningBrace !== hasClosingBrace) { + throw new Error(`${fieldName} must be a valid GUID`) + } + + const normalized = hasOpeningBrace ? trimmed.slice(1, -1) : trimmed + if (!DATAVERSE_GUID_PATTERN.test(normalized)) { + throw new Error(`${fieldName} must be a valid GUID`) + } + return normalized +} + +function requiredString(value: unknown, label: string, maxLength?: number): string { + if (typeof value !== 'string' || value.trim().length === 0) { + throw new Error(`${label} is required.`) + } + const trimmed = value.trim() + if (maxLength !== undefined && trimmed.length > maxLength) { + throw new Error(`${label} must be at most ${maxLength} characters.`) + } + return trimmed +} + +function optionalString(value: unknown): string | undefined { + if (typeof value !== 'string') return undefined + const trimmed = value.trim() + return trimmed.length > 0 ? trimmed : undefined +} + +function parseRequiredRecord(value: unknown): Record { + const parsed = parseOptionalJsonInput(value, 'Record data') + if (!parsed || typeof parsed !== 'object' || Array.isArray(parsed)) { + throw new Error('Record data must be a JSON object.') + } + return parsed as Record +} + +function parseBooleanWithDefault(value: unknown, label: string, defaultValue: boolean): boolean { + if (value === undefined || value === null || value === '') return defaultValue + if (typeof value === 'number' && value !== 0 && value !== 1) { + throw new Error(`${label} must be true or false.`) + } + const parsed = parseOptionalBooleanInput(value) + if (parsed === undefined) throw new Error(`${label} must be true or false.`) + return parsed +} + +function getRecordType(value: unknown) { + const recordType = requiredString(value, 'Record type') + if (!Object.hasOwn(CRM_RECORD_TYPES, recordType)) { + throw new Error(`Unsupported Dynamics 365 record type: ${recordType}`) + } + return CRM_RECORD_TYPES[recordType as CrmRecordType] +} + +function getOwnerType(value: unknown) { + const ownerType = requiredString(value, 'Owner type') + if (!Object.hasOwn(OWNER_TYPES, ownerType)) { + throw new Error(`Unsupported Dynamics 365 owner type: ${ownerType}`) + } + return OWNER_TYPES[ownerType as OwnerType] +} + +function getCommonParams(params: Record) { + return { + credential: requiredString(params.credential, 'Microsoft account'), + environmentUrl: requiredString(params.environmentUrl, 'Environment URL'), + } +} + +export const MicrosoftDynamics365Block: BlockConfig = { + type: 'microsoft_dynamics_365', + name: 'Microsoft Dynamics 365 CRM', + description: 'Manage customers, sales pipelines, and support cases in Dynamics 365 CRM', + authMode: AuthMode.OAuth, + longDescription: + 'Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges.', + docsLink: 'https://docs.sim.ai/integrations/microsoft_dynamics_365', + category: 'tools', + integrationType: IntegrationType.Sales, + bgColor: '#FFFFFF', + icon: MicrosoftDataverseIcon, + canvasPresentation: { + defaultTitle: 'Microsoft Dynamics 365 CRM', + sentences: { + byOperation: { + list_records: ['List CRM records', { text: 'of type', field: 'recordType' }], + get_record: [ + { text: 'Read', field: 'recordId', core: true }, + { text: 'from', field: 'recordType', core: true }, + ], + create_record: [{ text: 'Create', field: 'recordType', core: true }], + update_record: [ + { text: 'Update', field: 'recordId', core: true }, + { text: 'in', field: 'recordType', core: true }, + ], + search_records: [ + { text: 'Search', field: 'recordType', core: true }, + { text: 'for', field: 'searchTerm', core: true }, + ], + list_owners: ['List CRM owners', { text: 'of type', field: 'ownerType' }], + assign_record: [ + { text: 'Assign', field: 'recordId', core: true }, + { text: 'in', field: 'recordType', core: true }, + { text: 'to', field: 'ownerId', core: true }, + ], + qualify_lead: [{ text: 'Qualify lead', field: 'leadId', core: true }], + close_opportunity: [ + { text: 'Close opportunity', field: 'closeOpportunityId', core: true }, + { text: 'as', field: 'opportunityOutcome', core: true }, + ], + close_case: [{ text: 'Resolve case', field: 'caseId', core: true }], + }, + }, + }, + subBlocks: [ + { + id: 'operation', + title: 'Operation', + type: 'dropdown', + options: [ + { label: 'List Records', id: 'list_records' }, + { label: 'Get Record', id: 'get_record' }, + { label: 'Create Record', id: 'create_record' }, + { label: 'Update Record', id: 'update_record' }, + { label: 'Search Records', id: 'search_records' }, + { label: 'List Owners', id: 'list_owners' }, + { label: 'Assign Record', id: 'assign_record' }, + { label: 'Qualify Lead', id: 'qualify_lead' }, + { label: 'Close Opportunity', id: 'close_opportunity' }, + { label: 'Close Case', id: 'close_case' }, + ], + value: () => 'list_records', + }, + { + id: 'environmentUrl', + title: 'Environment URL', + type: 'short-input', + placeholder: 'https://myorg.crm.dynamics.com', + description: + 'Public-cloud Dynamics environment root URL. National-cloud environments require a separate OAuth configuration.', + paramVisibility: 'user-only', + required: true, + }, + { + id: 'credential', + title: 'Microsoft Account', + type: 'oauth-input', + serviceId: 'microsoft-dataverse', + requiredScopes: getScopesForService('microsoft-dataverse'), + dependsOn: ['environmentUrl'], + placeholder: 'Select Microsoft account for this environment', + paramVisibility: 'user-only', + required: true, + }, + { + id: 'recordType', + title: 'Record Type', + type: 'dropdown', + options: [ + { label: 'Account', id: 'account' }, + { label: 'Contact', id: 'contact' }, + { label: 'Lead', id: 'lead' }, + { label: 'Opportunity', id: 'opportunity' }, + { label: 'Case', id: 'case' }, + ], + value: () => 'account', + condition: { + field: 'operation', + value: [ + 'list_records', + 'get_record', + 'create_record', + 'update_record', + 'search_records', + 'assign_record', + ], + }, + required: { + field: 'operation', + value: [ + 'list_records', + 'get_record', + 'create_record', + 'update_record', + 'search_records', + 'assign_record', + ], + }, + }, + { + id: 'recordId', + title: 'Record ID', + type: 'short-input', + placeholder: '00000000-0000-0000-0000-000000000000', + condition: { field: 'operation', value: ['get_record', 'update_record', 'assign_record'] }, + required: { field: 'operation', value: ['get_record', 'update_record', 'assign_record'] }, + }, + { + id: 'data', + title: 'Record Data', + type: 'long-input', + placeholder: '{"name":"Contoso","telephone1":"555-0100"}', + condition: { field: 'operation', value: ['create_record', 'update_record'] }, + required: { field: 'operation', value: ['create_record', 'update_record'] }, + wandConfig: { + enabled: true, + prompt: + 'Generate a JSON object for a Dynamics 365 Dataverse record. Use logical column names, preserve any custom column names supplied by the user, and return only valid JSON.', + placeholder: 'Describe the CRM fields to create or update...', + generationType: 'json-object', + }, + }, + { + id: 'listSelect', + title: 'Select Columns', + type: 'short-input', + placeholder: 'name,telephone1,emailaddress1', + condition: { field: 'operation', value: ['list_records', 'get_record'] }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a comma-separated list of Dynamics 365 Dataverse logical column names. Return only the comma-separated names.', + placeholder: 'Describe the columns to retrieve...', + generationType: 'odata-expression', + }, + }, + { + id: 'listFilter', + title: 'Filter', + type: 'short-input', + placeholder: "statecode eq 0 and contains(name,'Contoso')", + condition: { field: 'operation', value: 'list_records' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a Dataverse OData $filter expression using logical column names. Return only the expression without the $filter= prefix.', + placeholder: 'Describe which CRM records to include...', + generationType: 'odata-expression', + }, + }, + { + id: 'listOrderBy', + title: 'Order By', + type: 'short-input', + placeholder: 'createdon desc', + condition: { field: 'operation', value: 'list_records' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a Dataverse OData $orderby expression using logical column names. Return only the expression without the $orderby= prefix.', + placeholder: 'Describe how to sort the records...', + generationType: 'odata-expression', + }, + }, + { + id: 'recordExpand', + title: 'Expand Relationships', + type: 'short-input', + placeholder: 'primarycontactid($select=fullname,emailaddress1)', + condition: { field: 'operation', value: ['list_records', 'get_record'] }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a Dataverse OData $expand expression for the requested relationships. Return only the expression without the $expand= prefix.', + placeholder: 'Describe which related records to include...', + generationType: 'odata-expression', + }, + }, + { + id: 'maxResults', + title: 'Max Results', + type: 'short-input', + placeholder: '1-100', + condition: { + field: 'operation', + value: ['list_records', 'search_records', 'list_owners'], + }, + mode: 'advanced', + }, + { + id: 'includeCount', + title: 'Include Total Count', + type: 'switch', + defaultValue: false, + condition: { field: 'operation', value: 'list_records' }, + mode: 'advanced', + }, + { + id: 'nextLink', + title: 'Next Page URL', + type: 'long-input', + placeholder: 'Use the nextLink output from the previous page', + description: + 'Exact continuation URL returned by a previous List Records or List Owners result.', + condition: { field: 'operation', value: ['list_records', 'list_owners'] }, + mode: 'advanced', + }, + { + id: 'searchTerm', + title: 'Search Term', + type: 'short-input', + placeholder: 'Customer name, email, company, or case keyword', + description: 'Requires Dataverse Search to be enabled in the selected environment.', + condition: { field: 'operation', value: 'search_records' }, + required: { field: 'operation', value: 'search_records' }, + }, + { + id: 'searchMode', + title: 'Search Mode', + type: 'dropdown', + options: [ + { label: 'Match Any Term', id: 'any' }, + { label: 'Match All Terms', id: 'all' }, + ], + value: () => 'any', + condition: { field: 'operation', value: 'search_records' }, + mode: 'advanced', + }, + { + id: 'searchSkip', + title: 'Search Offset', + type: 'short-input', + placeholder: '0', + description: 'Number of earlier search results to skip.', + condition: { field: 'operation', value: 'search_records' }, + mode: 'advanced', + }, + { + id: 'searchType', + title: 'Query Type', + type: 'dropdown', + options: [ + { label: 'Simple', id: 'simple' }, + { label: 'Lucene', id: 'lucene' }, + ], + value: () => 'simple', + condition: { field: 'operation', value: 'search_records' }, + mode: 'advanced', + }, + { + id: 'ownerType', + title: 'Owner Type', + type: 'dropdown', + options: [ + { label: 'User', id: 'user' }, + { label: 'Team', id: 'team' }, + ], + value: () => 'user', + condition: { field: 'operation', value: ['list_owners', 'assign_record'] }, + required: { field: 'operation', value: ['list_owners', 'assign_record'] }, + }, + { + id: 'ownerId', + title: 'Owner ID', + type: 'short-input', + placeholder: 'User or team GUID', + condition: { field: 'operation', value: 'assign_record' }, + required: { field: 'operation', value: 'assign_record' }, + }, + { + id: 'leadId', + title: 'Lead ID', + type: 'short-input', + placeholder: 'Lead GUID', + condition: { field: 'operation', value: 'qualify_lead' }, + required: { field: 'operation', value: 'qualify_lead' }, + }, + { + id: 'createAccount', + title: 'Create Account', + type: 'switch', + defaultValue: true, + condition: { field: 'operation', value: 'qualify_lead' }, + }, + { + id: 'createContact', + title: 'Create Contact', + type: 'switch', + defaultValue: true, + condition: { field: 'operation', value: 'qualify_lead' }, + }, + { + id: 'createOpportunity', + title: 'Create Opportunity', + type: 'switch', + defaultValue: false, + condition: { field: 'operation', value: 'qualify_lead' }, + }, + { + id: 'qualifyStatusReason', + title: 'Qualified Status Reason', + type: 'short-input', + placeholder: 'Defaults to 3', + condition: { field: 'operation', value: 'qualify_lead' }, + mode: 'advanced', + }, + { + id: 'qualifyOpportunityCurrencyId', + title: 'Opportunity Currency ID', + type: 'short-input', + placeholder: 'Transaction currency GUID', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'qualifyOpportunityCustomerId', + title: 'Opportunity Customer ID', + type: 'short-input', + placeholder: 'Account or contact GUID', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'qualifyOpportunityCustomerType', + title: 'Opportunity Customer Type', + type: 'dropdown', + options: [ + { label: 'Account', id: 'account' }, + { label: 'Contact', id: 'contact' }, + ], + value: () => 'account', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'qualifySourceCampaignId', + title: 'Source Campaign ID', + type: 'short-input', + placeholder: 'Campaign GUID', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'qualifyProcessInstanceId', + title: 'Process Instance ID', + type: 'short-input', + placeholder: 'Business process flow instance GUID', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'qualifyProcessInstanceEntityType', + title: 'Process Instance Table', + type: 'short-input', + placeholder: 'For example: leadtoopportunitysalesprocess', + condition: { + field: 'operation', + value: 'qualify_lead', + and: { field: 'createOpportunity', value: true }, + }, + mode: 'advanced', + }, + { + id: 'closeOpportunityId', + title: 'Opportunity ID', + type: 'short-input', + placeholder: 'Opportunity GUID', + condition: { field: 'operation', value: 'close_opportunity' }, + required: { field: 'operation', value: 'close_opportunity' }, + }, + { + id: 'opportunityOutcome', + title: 'Outcome', + type: 'dropdown', + options: [ + { label: 'Won', id: 'won' }, + { label: 'Lost', id: 'lost' }, + ], + value: () => 'won', + condition: { field: 'operation', value: 'close_opportunity' }, + required: { field: 'operation', value: 'close_opportunity' }, + }, + { + id: 'opportunitySubject', + title: 'Close Subject', + type: 'short-input', + placeholder: 'Reason or summary for closing the opportunity', + condition: { field: 'operation', value: 'close_opportunity' }, + required: { field: 'operation', value: 'close_opportunity' }, + }, + { + id: 'opportunityDescription', + title: 'Close Notes', + type: 'long-input', + placeholder: 'Optional details about the outcome', + condition: { field: 'operation', value: 'close_opportunity' }, + mode: 'advanced', + }, + { + id: 'opportunityStatusReason', + title: 'Status Reason', + type: 'short-input', + placeholder: 'Defaults to 3 when won and 4 when lost', + condition: { field: 'operation', value: 'close_opportunity' }, + mode: 'advanced', + }, + { + id: 'caseId', + title: 'Case ID', + type: 'short-input', + placeholder: 'Case GUID', + condition: { field: 'operation', value: 'close_case' }, + required: { field: 'operation', value: 'close_case' }, + }, + { + id: 'caseSubject', + title: 'Resolution Subject', + type: 'short-input', + placeholder: 'How the case was resolved', + condition: { field: 'operation', value: 'close_case' }, + required: { field: 'operation', value: 'close_case' }, + }, + { + id: 'caseDescription', + title: 'Resolution Notes', + type: 'long-input', + placeholder: 'Optional resolution details', + condition: { field: 'operation', value: 'close_case' }, + mode: 'advanced', + }, + { + id: 'caseTimeSpent', + title: 'Time Spent (Minutes)', + type: 'short-input', + placeholder: 'Nonnegative whole number', + condition: { field: 'operation', value: 'close_case' }, + mode: 'advanced', + }, + { + id: 'caseStatusReason', + title: 'Resolved Status Reason', + type: 'short-input', + placeholder: 'Defaults to 5', + condition: { field: 'operation', value: 'close_case' }, + mode: 'advanced', + }, + ], + tools: { + access: [ + 'microsoft_dynamics_365_list_records', + 'microsoft_dynamics_365_get_record', + 'microsoft_dynamics_365_create_record', + 'microsoft_dynamics_365_update_record', + 'microsoft_dynamics_365_search_records', + 'microsoft_dynamics_365_qualify_lead', + 'microsoft_dynamics_365_close_opportunity', + 'microsoft_dynamics_365_close_case', + ], + config: { + tool: (params) => { + switch (params.operation) { + case 'list_records': + case 'list_owners': + return 'microsoft_dynamics_365_list_records' + case 'get_record': + return 'microsoft_dynamics_365_get_record' + case 'create_record': + return 'microsoft_dynamics_365_create_record' + case 'update_record': + case 'assign_record': + return 'microsoft_dynamics_365_update_record' + case 'search_records': + return 'microsoft_dynamics_365_search_records' + case 'qualify_lead': + return 'microsoft_dynamics_365_qualify_lead' + case 'close_opportunity': + return 'microsoft_dynamics_365_close_opportunity' + case 'close_case': + return 'microsoft_dynamics_365_close_case' + default: + throw new Error(`Unsupported Dynamics 365 CRM operation: ${params.operation}`) + } + }, + params: (params) => { + const common = getCommonParams(params) + + switch (params.operation) { + case 'list_records': { + const recordType = getRecordType(params.recordType) + const top = + parseOptionalNumberInput(params.maxResults, 'Max results', { + integer: true, + min: 1, + max: 100, + }) ?? 100 + const includeCount = parseBooleanWithDefault( + params.includeCount, + 'Include total count', + false + ) + return { + ...common, + entitySetName: recordType.entitySetName, + ...(optionalString(params.listSelect) && { + select: optionalString(params.listSelect), + }), + ...(optionalString(params.listFilter) && { + filter: optionalString(params.listFilter), + }), + ...(optionalString(params.listOrderBy) && { + orderBy: optionalString(params.listOrderBy), + }), + ...(optionalString(params.recordExpand) && { + expand: optionalString(params.recordExpand), + }), + pageSize: top, + count: includeCount ? 'true' : 'false', + ...(optionalString(params.nextLink) && { nextLink: optionalString(params.nextLink) }), + } + } + + case 'get_record': { + const recordType = getRecordType(params.recordType) + return { + ...common, + entitySetName: recordType.entitySetName, + recordId: normalizeDataverseGuid( + requiredString(params.recordId, 'Record ID'), + 'Record ID' + ), + ...(optionalString(params.listSelect) && { + select: optionalString(params.listSelect), + }), + ...(optionalString(params.recordExpand) && { + expand: optionalString(params.recordExpand), + }), + } + } + + case 'create_record': { + const recordType = getRecordType(params.recordType) + return { + ...common, + entitySetName: recordType.entitySetName, + data: parseRequiredRecord(params.data), + } + } + + case 'update_record': { + const recordType = getRecordType(params.recordType) + return { + ...common, + entitySetName: recordType.entitySetName, + recordId: normalizeDataverseGuid( + requiredString(params.recordId, 'Record ID'), + 'Record ID' + ), + data: parseRequiredRecord(params.data), + } + } + + case 'search_records': { + const recordType = getRecordType(params.recordType) + const top = + parseOptionalNumberInput(params.maxResults, 'Max results', { + integer: true, + min: 1, + max: 100, + }) ?? 100 + const skip = parseOptionalNumberInput(params.searchSkip, 'Search offset', { + integer: true, + min: 0, + max: 2_147_483_647, + }) + return { + ...common, + searchTerm: requiredString(params.searchTerm, 'Search term', 100), + entities: JSON.stringify([{ name: recordType.logicalName }]), + top, + ...(skip !== undefined && { skip }), + searchMode: requiredString(params.searchMode ?? 'any', 'Search mode'), + searchType: requiredString(params.searchType ?? 'simple', 'Query type'), + } + } + + case 'list_owners': { + const ownerType = getOwnerType(params.ownerType) + const top = + parseOptionalNumberInput(params.maxResults, 'Max results', { + integer: true, + min: 1, + max: 100, + }) ?? 100 + return { + ...common, + entitySetName: ownerType.entitySetName, + select: ownerType.select, + filter: ownerType.filter, + pageSize: top, + ...(optionalString(params.nextLink) && { nextLink: optionalString(params.nextLink) }), + } + } + + case 'assign_record': { + const recordType = getRecordType(params.recordType) + const ownerType = getOwnerType(params.ownerType) + const ownerId = normalizeDataverseGuid( + requiredString(params.ownerId, 'Owner ID'), + 'Owner ID' + ) + return { + ...common, + entitySetName: recordType.entitySetName, + recordId: normalizeDataverseGuid( + requiredString(params.recordId, 'Record ID'), + 'Record ID' + ), + data: { + 'ownerid@odata.bind': `/${ownerType.entitySetName}(${ownerId})`, + }, + } + } + + case 'qualify_lead': { + const createOpportunity = parseBooleanWithDefault( + params.createOpportunity, + 'Create opportunity', + false + ) + const statusReason = parseOptionalNumberInput( + params.qualifyStatusReason, + 'Qualified status reason', + { integer: true, min: -2_147_483_648, max: 2_147_483_647 } + ) + const opportunityCurrencyId = createOpportunity + ? optionalString(params.qualifyOpportunityCurrencyId) + : undefined + const opportunityCustomerId = createOpportunity + ? optionalString(params.qualifyOpportunityCustomerId) + : undefined + const sourceCampaignId = createOpportunity + ? optionalString(params.qualifySourceCampaignId) + : undefined + const processInstanceId = createOpportunity + ? optionalString(params.qualifyProcessInstanceId) + : undefined + const processInstanceEntityType = createOpportunity + ? optionalString(params.qualifyProcessInstanceEntityType) + : undefined + if (Boolean(processInstanceId) !== Boolean(processInstanceEntityType)) { + throw new Error( + 'Process instance ID and process instance table must be provided together' + ) + } + const opportunityCustomerType = opportunityCustomerId + ? requiredString(params.qualifyOpportunityCustomerType, 'Opportunity customer type') + : undefined + return { + ...common, + leadId: requiredString(params.leadId, 'Lead ID'), + createAccount: parseBooleanWithDefault(params.createAccount, 'Create account', true), + createContact: parseBooleanWithDefault(params.createContact, 'Create contact', true), + createOpportunity, + ...(statusReason !== undefined && { statusReason }), + ...(opportunityCurrencyId && { opportunityCurrencyId }), + ...(opportunityCustomerId && { + opportunityCustomerId, + opportunityCustomerType, + }), + ...(sourceCampaignId && { sourceCampaignId }), + ...(processInstanceId && { + processInstanceId, + processInstanceEntityType: processInstanceEntityType as string, + }), + } + } + + case 'close_opportunity': { + const statusReason = parseOptionalNumberInput( + params.opportunityStatusReason, + 'Opportunity status reason', + { integer: true, min: -2_147_483_648, max: 2_147_483_647 } + ) + return { + ...common, + opportunityId: requiredString(params.closeOpportunityId, 'Opportunity ID'), + outcome: requiredString(params.opportunityOutcome ?? 'won', 'Outcome'), + subject: requiredString(params.opportunitySubject, 'Close subject', 200), + ...(optionalString(params.opportunityDescription) && { + description: optionalString(params.opportunityDescription), + }), + ...(statusReason !== undefined && { statusReason }), + } + } + + case 'close_case': { + const timeSpent = parseOptionalNumberInput(params.caseTimeSpent, 'Time spent', { + integer: true, + min: 0, + max: 2_147_483_647, + }) + const statusReason = parseOptionalNumberInput( + params.caseStatusReason, + 'Case status reason', + { integer: true, min: -2_147_483_648, max: 2_147_483_647 } + ) + return { + ...common, + caseId: requiredString(params.caseId, 'Case ID'), + subject: requiredString(params.caseSubject, 'Resolution subject', 200), + ...(optionalString(params.caseDescription) && { + description: optionalString(params.caseDescription), + }), + ...(timeSpent !== undefined && { timeSpent }), + ...(statusReason !== undefined && { statusReason }), + } + } + + default: + throw new Error(`Unsupported Dynamics 365 CRM operation: ${params.operation}`) + } + }, + }, + }, + inputs: { + operation: { type: 'string', description: 'CRM operation to perform' }, + credential: { type: 'string', description: 'Microsoft Dataverse OAuth credential' }, + environmentUrl: { type: 'string', description: 'Dynamics 365 environment URL' }, + recordType: { + type: 'string', + description: 'Standard CRM record type: account, contact, lead, opportunity, or case', + }, + recordId: { type: 'string', description: 'CRM record GUID' }, + data: { type: 'json', description: 'Record data using Dataverse logical column names' }, + listSelect: { type: 'string', description: 'Comma-separated columns to return' }, + listFilter: { type: 'string', description: 'OData filter for record listing' }, + listOrderBy: { type: 'string', description: 'OData ordering for record listing' }, + recordExpand: { type: 'string', description: 'OData relationships to expand' }, + maxResults: { type: 'string', description: 'Maximum results for a single page (1-100)' }, + includeCount: { type: 'boolean', description: 'Whether to request the total matching count' }, + nextLink: { type: 'string', description: 'Opaque next-page URL from a previous list result' }, + searchTerm: { type: 'string', description: 'Dataverse Search query text' }, + searchSkip: { type: 'string', description: 'Number of earlier search results to skip' }, + searchMode: { type: 'string', description: 'Search mode: any or all' }, + searchType: { type: 'string', description: 'Search query type: simple or lucene' }, + ownerType: { type: 'string', description: 'Owner type: user or team' }, + ownerId: { type: 'string', description: 'User or team GUID to assign' }, + leadId: { type: 'string', description: 'Lead GUID to qualify' }, + createAccount: { type: 'boolean', description: 'Whether qualification creates an account' }, + createContact: { type: 'boolean', description: 'Whether qualification creates a contact' }, + createOpportunity: { + type: 'boolean', + description: 'Whether qualification creates an opportunity', + }, + qualifyStatusReason: { + type: 'string', + description: 'Custom qualified lead status reason integer', + }, + qualifyOpportunityCurrencyId: { + type: 'string', + description: 'Transaction currency GUID for a created opportunity', + }, + qualifyOpportunityCustomerId: { + type: 'string', + description: 'Account or contact GUID for a created opportunity', + }, + qualifyOpportunityCustomerType: { + type: 'string', + description: 'Created opportunity customer type: account or contact', + }, + qualifySourceCampaignId: { + type: 'string', + description: 'Source campaign GUID for lead qualification', + }, + qualifyProcessInstanceId: { + type: 'string', + description: 'Business process flow instance GUID for lead qualification', + }, + qualifyProcessInstanceEntityType: { + type: 'string', + description: 'Logical table name for the business process flow instance', + }, + closeOpportunityId: { type: 'string', description: 'Opportunity GUID to close' }, + opportunityOutcome: { type: 'string', description: 'Opportunity outcome: won or lost' }, + opportunitySubject: { type: 'string', description: 'Opportunity close subject' }, + opportunityDescription: { type: 'string', description: 'Optional opportunity close notes' }, + opportunityStatusReason: { + type: 'string', + description: 'Custom won or lost status reason integer', + }, + caseId: { type: 'string', description: 'Case GUID to resolve' }, + caseSubject: { type: 'string', description: 'Case resolution subject' }, + caseDescription: { type: 'string', description: 'Optional case resolution notes' }, + caseTimeSpent: { type: 'string', description: 'Whole minutes spent resolving the case' }, + caseStatusReason: { type: 'string', description: 'Custom resolved status reason integer' }, + }, + outputs: { + records: { + type: 'json', + description: 'Current page of CRM or owner records with table-specific dynamic columns', + }, + record: { + type: 'json', + description: 'CRM record with table-specific dynamic columns', + }, + recordId: { type: 'string', description: 'Created, retrieved, updated, or assigned record ID' }, + count: { type: 'number', description: 'Number of records returned in the current page' }, + totalCount: { + type: 'number', + description: 'Provider-reported matching count, which Dataverse may cap', + }, + totalCountLimitExceeded: { + type: 'boolean', + description: 'Whether Dataverse capped the provider-reported matching count', + }, + nextLink: { type: 'string', description: 'Opaque provider URL for the next records page' }, + results: { + type: 'json', + description: 'Current page of Dataverse Search results with table-specific attributes', + }, + facets: { type: 'json', description: 'Dataverse Search facet results when requested' }, + createdEntities: { + type: 'json', + description: 'Entity references returned by the QualifyLead action', + }, + opportunityId: { type: 'string', description: 'Opportunity ID supplied to the close action' }, + outcome: { type: 'string', description: 'Opportunity close outcome: won or lost' }, + caseId: { type: 'string', description: 'Case ID supplied to the close action' }, + success: { type: 'boolean', description: 'Whether the selected operation succeeded' }, + }, +} + +export const MicrosoftDynamics365BlockMeta = { + tags: ['microsoft-365', 'sales-engagement', 'customer-support', 'cloud'], + url: 'https://www.microsoft.com/dynamics-365', + templates: [ + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics lead intake', + prompt: + 'Build a workflow that receives a new prospect, searches Microsoft Dynamics 365 CRM for a matching lead, creates the lead when no match exists, and notifies the sales team in Microsoft Teams.', + modules: ['agent', 'workflows'], + category: 'sales', + tags: ['crm', 'lead-management', 'automation'], + alsoIntegrations: ['microsoft_teams'], + featured: true, + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics lead qualification', + prompt: + 'Create a workflow that retrieves a Dynamics 365 lead after a qualification decision, qualifies it with the requested account, contact, and opportunity choices, and sends the resulting entity references to Microsoft Teams.', + modules: ['agent', 'workflows'], + category: 'sales', + tags: ['crm', 'lead-management', 'sales'], + alsoIntegrations: ['microsoft_teams'], + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics customer sync', + prompt: + 'Build a scheduled workflow that lists Dynamics 365 accounts and contacts, normalizes the current page into a Sim table, and updates matching CRM records when approved source data changes.', + modules: ['scheduled', 'tables', 'agent', 'workflows'], + category: 'operations', + tags: ['crm', 'sync', 'data-quality'], + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics pipeline review', + prompt: + 'Create a scheduled workflow that lists open Dynamics 365 opportunities with an OData filter, summarizes the current page by owner and expected close date, and posts the review to Slack.', + modules: ['scheduled', 'agent', 'workflows'], + category: 'sales', + tags: ['crm', 'pipeline', 'reporting'], + alsoIntegrations: ['slack'], + featured: true, + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics stale deal follow-up', + prompt: + 'Build a scheduled workflow that lists Dynamics 365 opportunities with old activity dates, retrieves customer context, drafts follow-up messages in Outlook, and updates the reviewed opportunities with your organization’s approved fields.', + modules: ['scheduled', 'agent', 'workflows'], + category: 'sales', + tags: ['crm', 'pipeline', 'follow-up'], + alsoIntegrations: ['outlook'], + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics closed-deal handoff', + prompt: + 'Create a workflow that closes an approved Dynamics 365 opportunity as won or lost, retrieves the related CRM context, and posts a handoff summary to Microsoft Teams.', + modules: ['agent', 'workflows'], + category: 'sales', + tags: ['crm', 'handoff', 'sales'], + alsoIntegrations: ['microsoft_teams'], + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics case routing', + prompt: + 'Build a workflow that searches Dynamics 365 for customer and case context, lists candidate users or owner-capable teams, assigns the case to the selected owner, and notifies the support channel in Microsoft Teams.', + modules: ['agent', 'workflows'], + category: 'support', + tags: ['crm', 'case-management', 'routing'], + alsoIntegrations: ['microsoft_teams'], + featured: true, + }, + { + icon: MicrosoftDataverseIcon, + title: 'Dynamics case resolution', + prompt: + 'Create a workflow that retrieves an approved Dynamics 365 case, records the resolution subject, notes, and time spent, resolves the case, and sends the customer a follow-up through Outlook.', + modules: ['agent', 'workflows'], + category: 'support', + tags: ['crm', 'case-management', 'customer-support'], + alsoIntegrations: ['outlook'], + }, + ], + skills: [ + { + name: 'find-customer-context', + description: + 'Find an account, contact, lead, opportunity, or case and retrieve its current CRM details.', + content: + '# Find Customer Context\n\nUse this skill when a request names a customer, prospect, deal, or support issue but does not yet provide a Dynamics 365 record ID.\n\n## Steps\n1. Choose the most likely standard CRM record type.\n2. Use Search Records with a focused search term; Dataverse Search must be enabled.\n3. If search is unavailable, use List Records with a narrow OData filter.\n4. Use Get Record with the selected ID and request only the columns and relationships needed.\n5. If multiple records remain plausible, present them for user selection rather than guessing.\n\n## Output\nThe selected record ID, record type, and relevant current fields.', + }, + { + name: 'maintain-customer-record', + description: + 'Create or update a standard Dynamics 365 CRM record while preserving organization-specific fields.', + content: + '# Maintain Customer Record\n\nUse this skill to add or change an account, contact, lead, opportunity, or case.\n\n## Steps\n1. Identify the standard CRM record type and the logical column names required by the environment.\n2. Search or list records first when duplicate creation is possible.\n3. Use Create Record with a JSON object for a new row, or Get Record followed by Update Record for an existing row.\n4. Send only fields the user intends to change; do not infer custom choice values, lookups, or required fields.\n5. Return the affected record ID and any provider error that requires an administrator or different security role.\n\n## Output\nThe affected record ID and a concise summary of the submitted fields.', + }, + { + name: 'route-crm-record', + description: + 'List candidate Dynamics 365 owners and assign a CRM record to a user or owner-capable team.', + content: + '# Route CRM Record\n\nUse this skill when an account, contact, lead, opportunity, or case must be handed to a Dynamics 365 user or team.\n\n## Steps\n1. Identify the target record type and record ID.\n2. Use List Owners for active users or owner-capable teams and keep the result to one bounded page. Treat these as candidates because Dataverse still enforces security roles and table privileges.\n3. Ask the user to choose when more than one owner is plausible.\n4. Use Assign Record with the chosen owner type and GUID.\n5. Surface permission errors; assignment requires the appropriate Dataverse privileges.\n\n## Output\nThe assigned record ID, owner type, and selected owner ID.', + }, + { + name: 'qualify-sales-lead', + description: + 'Qualify an approved Dynamics 365 lead and control which account, contact, and opportunity records are created.', + content: + '# Qualify Sales Lead\n\nUse this skill only after the user or an approved workflow step has decided that a lead is qualified.\n\n## Steps\n1. Retrieve the lead and confirm the intended record ID.\n2. Confirm whether qualification should create an account, contact, and opportunity; never assume all three.\n3. When creating an opportunity, include customer or currency references only when their GUIDs and concrete types are known.\n4. Use Qualify Lead once. Do not automatically retry this mutation.\n5. Return the entity references that Dynamics 365 actually reports, without inventing missing record IDs.\n\n## Output\nThe provider-returned created entity references and qualification success.', + }, + { + name: 'review-sales-pipeline', + description: + 'Review a bounded page of Dynamics 365 opportunities and identify deals needing attention.', + content: + '# Review Sales Pipeline\n\nUse this skill for periodic pipeline reviews or focused opportunity analysis.\n\n## Steps\n1. Use List Records for opportunities with explicit selected columns, an OData filter, ordering, and a maximum page size of 100 results.\n2. Treat a returned next-page link as evidence that the review is incomplete; do not claim full-pipeline coverage.\n3. If totalCountLimitExceeded is true, describe the reported count as capped rather than exact.\n4. Retrieve individual opportunities only when more context is needed.\n5. Group the returned page by owner, stage, expected close date, or another field explicitly present in the records.\n6. Distinguish provider data from recommendations.\n\n## Output\nA current-page pipeline summary, flagged opportunities, and whether additional pages or a capped count exist.', + }, + { + name: 'close-sales-opportunity', + description: + 'Close an approved Dynamics 365 opportunity as won or lost with an explicit outcome summary.', + content: + '# Close Sales Opportunity\n\nUse this skill only after the user or an authorized workflow step has approved the final outcome.\n\n## Steps\n1. Retrieve the opportunity and confirm its record ID and intended outcome.\n2. Ask for a close subject and optional notes.\n3. Use Close Opportunity with won or lost; supply a custom status-reason integer only when the environment defines it.\n4. Do not retry the close action automatically.\n5. Report the supplied opportunity ID and outcome without claiming a response status Dynamics 365 did not return.\n\n## Output\nThe closed opportunity ID, chosen outcome, and action success.', + }, + { + name: 'resolve-customer-case', + description: + 'Resolve an approved Dynamics 365 case with documented resolution details and time spent.', + content: + '# Resolve Customer Case\n\nUse this skill after support work is complete and resolution has been approved.\n\n## Steps\n1. Retrieve the case and confirm it is the intended active case.\n2. Gather a concise resolution subject, optional notes, and optional nonnegative whole minutes spent.\n3. Use Close Case once; use a custom status-reason integer only when the environment defines it.\n4. Do not automatically retry the resolution mutation.\n5. Surface security-role, privilege, plugin, or status-reason errors without rewriting them as success.\n\n## Output\nThe resolved case ID and action success.', + }, + ], +} as const satisfies BlockMeta diff --git a/apps/sim/blocks/registry-maps.ts b/apps/sim/blocks/registry-maps.ts index 758dda94cd2..be8b77b760b 100644 --- a/apps/sim/blocks/registry-maps.ts +++ b/apps/sim/blocks/registry-maps.ts @@ -208,6 +208,10 @@ import { MicrosoftDataverseBlock, MicrosoftDataverseBlockMeta, } from '@/blocks/blocks/microsoft_dataverse' +import { + MicrosoftDynamics365Block, + MicrosoftDynamics365BlockMeta, +} from '@/blocks/blocks/microsoft_dynamics_365' import { MicrosoftExcelBlock, MicrosoftExcelBlockMeta, @@ -560,6 +564,7 @@ export const BLOCK_REGISTRY: Record = { memory: MemoryBlock, microsoft_ad: MicrosoftAdBlock, microsoft_dataverse: MicrosoftDataverseBlock, + microsoft_dynamics_365: MicrosoftDynamics365Block, microsoft_excel: MicrosoftExcelBlock, microsoft_excel_v2: MicrosoftExcelV2Block, microsoft_planner: MicrosoftPlannerBlock, @@ -881,6 +886,7 @@ export const BLOCK_META_REGISTRY: Record = { mem0: Mem0BlockMeta, microsoft_ad: MicrosoftAdBlockMeta, microsoft_dataverse: MicrosoftDataverseBlockMeta, + microsoft_dynamics_365: MicrosoftDynamics365BlockMeta, microsoft_excel: MicrosoftExcelBlockMeta, microsoft_excel_v2: MicrosoftExcelV2BlockMeta, microsoft_planner: MicrosoftPlannerBlockMeta, diff --git a/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts new file mode 100644 index 00000000000..c364b2f8a48 --- /dev/null +++ b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts @@ -0,0 +1,171 @@ +/** + * @vitest-environment jsdom + */ +import { act, createElement, type ReactNode } from 'react' +import { QueryClient, QueryClientProvider } from '@tanstack/react-query' +import { createRoot, type Root } from 'react-dom/client' +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const { mockBeginOAuthConnect, mockLink } = vi.hoisted(() => ({ + mockBeginOAuthConnect: vi.fn(), + mockLink: vi.fn(), +})) + +vi.mock('@/lib/auth/auth-client', () => ({ + client: { oauth2: { link: mockLink } }, +})) + +vi.mock('@/lib/desktop', () => ({ + getDesktopBridge: () => + mockBeginOAuthConnect.mock.calls.length >= 0 && + mockBeginOAuthConnect.getMockName() === 'desktop' + ? { beginOAuthConnect: mockBeginOAuthConnect } + : null, +})) + +import { getMicrosoftDataverseRequiredScope } from '@/lib/oauth/microsoft-dataverse' +import { + assertMicrosoftDataverseWebOAuthAvailable, + buildMicrosoftDataverseOAuthLinkRequest, + useConnectMicrosoftDataverseOAuthService, + useMicrosoftDataverseCredentialBinding, +} from '@/hooks/queries/oauth/microsoft-dataverse-connections' + +function renderHookWithClient(useHook: () => T): { + queryClient: QueryClient + result: () => T + unmount: () => void +} { + ;(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true + const queryClient = new QueryClient({ + defaultOptions: { mutations: { retry: false }, queries: { retry: false } }, + }) + const container = document.createElement('div') + const root: Root = createRoot(container) + let latest: T + + function Probe() { + latest = useHook() + return null + } + + act(() => { + root.render( + createElement(QueryClientProvider, { client: queryClient }, createElement(Probe) as ReactNode) + ) + }) + + return { + queryClient, + result: () => latest, + unmount: () => act(() => root.unmount()), + } +} + +describe('Microsoft Dataverse OAuth connections', () => { + beforeEach(() => { + vi.clearAllMocks() + mockBeginOAuthConnect.mockName('web') + mockLink.mockResolvedValue({ data: {}, error: null }) + }) + + it('builds the exact environment-bound Better Auth link request', () => { + const request = buildMicrosoftDataverseOAuthLinkRequest({ + callbackURL: 'https://sim.test/workflow?existing=1', + environmentUrl: ' https://contoso.crm4.dynamics.com/ ', + }) + + expect(request.providerId).toBe('microsoft-dataverse') + expect(request.scopes).toEqual([ + 'openid', + 'profile', + 'email', + 'https://contoso.crm4.dynamics.com/.default', + 'offline_access', + ]) + expect(new URL(request.callbackURL).searchParams.get('__sim_dataverse_environment')).toBe( + 'https://contoso.crm4.dynamics.com' + ) + }) + + it('links in the web app and invalidates the shared connection cache', async () => { + const hook = renderHookWithClient(useConnectMicrosoftDataverseOAuthService) + const invalidate = vi.spyOn(hook.queryClient, 'invalidateQueries') + + await act(async () => { + await hook.result().mutateAsync({ + callbackURL: 'https://sim.test/workflow', + environmentUrl: 'https://contoso.crm.dynamics.com', + }) + }) + + expect(mockLink).toHaveBeenCalledWith({ + providerId: 'microsoft-dataverse', + callbackURL: + 'https://sim.test/workflow?__sim_dataverse_environment=https%3A%2F%2Fcontoso.crm.dynamics.com', + scopes: [ + 'openid', + 'profile', + 'email', + 'https://contoso.crm.dynamics.com/.default', + 'offline_access', + ], + }) + expect(invalidate).toHaveBeenCalledWith({ queryKey: ['oauthConnections', 'connections'] }) + hook.unmount() + }) + + it('rejects invalid environments and desktop initiation before linking', async () => { + const webHook = renderHookWithClient(useConnectMicrosoftDataverseOAuthService) + await expect( + webHook.result().mutateAsync({ + callbackURL: 'https://sim.test/workflow', + environmentUrl: 'https://evil.example', + }) + ).rejects.toThrow('supported public-cloud Microsoft Dynamics host') + webHook.unmount() + + mockBeginOAuthConnect.mockName('desktop') + expect(() => assertMicrosoftDataverseWebOAuthAvailable()).toThrow('Sim web app') + const desktopHook = renderHookWithClient(useConnectMicrosoftDataverseOAuthService) + await expect( + desktopHook.result().mutateAsync({ + callbackURL: 'https://sim.test/workflow', + environmentUrl: 'https://contoso.crm.dynamics.com', + }) + ).rejects.toThrow('Sim web app') + expect(mockLink).not.toHaveBeenCalled() + desktopHook.unmount() + }) + + it.each([ + ['not-dataverse', 'salesforce', [], false], + ['legacy', 'microsoft-dataverse', ['https://dynamics.microsoft.com/user_impersonation'], false], + [ + 'bound', + 'microsoft-dataverse', + [getMicrosoftDataverseRequiredScope('https://contoso.crm.dynamics.com')], + false, + ], + [ + 'invalid', + 'microsoft-dataverse', + [ + getMicrosoftDataverseRequiredScope('https://contoso.crm.dynamics.com'), + getMicrosoftDataverseRequiredScope('https://other.crm.dynamics.com'), + ], + false, + ], + ['loading', 'microsoft-dataverse', [], true], + ])('classifies a stored credential as %s', (state, providerId, scopes, isPending) => { + const hook = renderHookWithClient(() => + useMicrosoftDataverseCredentialBinding({ providerId, scopes, isPending }) + ) + + expect(hook.result().state).toBe(state) + if (state === 'bound') { + expect(hook.result().environmentUrl).toBe('https://contoso.crm.dynamics.com') + } + hook.unmount() + }) +}) diff --git a/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.ts b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.ts new file mode 100644 index 00000000000..2af7ab64ebb --- /dev/null +++ b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.ts @@ -0,0 +1,128 @@ +import { createLogger } from '@sim/logger' +import { useMutation, useQueryClient } from '@tanstack/react-query' +import { client } from '@/lib/auth/auth-client' +import { OAUTH_CREDENTIAL_DRAFT_CALLBACK_PARAM } from '@/lib/credentials/draft-constants' +import { getDesktopBridge } from '@/lib/desktop' +import { + bindMicrosoftDataverseEnvironmentToOAuthCallback, + extractMicrosoftDataverseEnvironmentUrl, + getMicrosoftDataverseOAuthScopes, + MICROSOFT_DATAVERSE_PROVIDER_ID, + normalizeMicrosoftDataverseEnvironmentUrl, +} from '@/lib/oauth/microsoft-dataverse' +import { oauthConnectionsKeys } from '@/hooks/queries/oauth/oauth-connections' + +const logger = createLogger('MicrosoftDataverseOAuthConnections') + +interface ConnectMicrosoftDataverseOAuthParams { + callbackURL: string + draftId?: string + environmentUrl: string +} + +interface MicrosoftDataverseOAuthLinkRequest { + providerId: typeof MICROSOFT_DATAVERSE_PROVIDER_ID + callbackURL: string + scopes: string[] +} + +export function buildMicrosoftDataverseOAuthLinkRequest({ + callbackURL, + draftId, + environmentUrl, +}: ConnectMicrosoftDataverseOAuthParams): MicrosoftDataverseOAuthLinkRequest { + const environment = normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl) + const stateCallbackUrl = new URL(callbackURL) + if (draftId) { + stateCallbackUrl.searchParams.set(OAUTH_CREDENTIAL_DRAFT_CALLBACK_PARAM, draftId) + } + return { + providerId: MICROSOFT_DATAVERSE_PROVIDER_ID, + callbackURL: bindMicrosoftDataverseEnvironmentToOAuthCallback( + stateCallbackUrl.toString(), + environment + ), + scopes: getMicrosoftDataverseOAuthScopes(environment), + } +} + +/** Fails before a credential draft is created when this web-only flow cannot start. */ +export function assertMicrosoftDataverseWebOAuthAvailable(): void { + if (getDesktopBridge()?.beginOAuthConnect) { + throw new Error('Microsoft Dataverse connections must currently be created in the Sim web app.') + } +} + +/** Starts the environment-bound Dataverse OAuth flow without changing the generic OAuth hook. */ +export function useConnectMicrosoftDataverseOAuthService() { + const queryClient = useQueryClient() + + return useMutation({ + mutationFn: async (params: ConnectMicrosoftDataverseOAuthParams) => { + assertMicrosoftDataverseWebOAuthAvailable() + const request = buildMicrosoftDataverseOAuthLinkRequest(params) + + await client.oauth2.link(request) + return { success: true } + }, + onError: (error) => { + logger.error('Microsoft Dataverse OAuth connection error:', error) + }, + onSettled: () => { + queryClient.invalidateQueries({ queryKey: oauthConnectionsKeys.connections() }) + }, + }) +} + +export type MicrosoftDataverseCredentialBindingState = + | 'not-dataverse' + | 'loading' + | 'legacy' + | 'bound' + | 'invalid' + +interface UseMicrosoftDataverseCredentialBindingProps { + isPending?: boolean + providerId?: string + scopes?: string[] +} + +export function useMicrosoftDataverseCredentialBinding({ + isPending = false, + providerId, + scopes, +}: UseMicrosoftDataverseCredentialBindingProps) { + const applies = providerId === MICROSOFT_DATAVERSE_PROVIDER_ID + + const binding = (() => { + if (!applies) { + return { + state: 'not-dataverse' as const, + environmentUrl: undefined, + } + } + if (isPending) { + return { + state: 'loading' as const, + environmentUrl: undefined, + } + } + try { + const environmentUrl = extractMicrosoftDataverseEnvironmentUrl(scopes) + return environmentUrl + ? { state: 'bound' as const, environmentUrl } + : { state: 'legacy' as const, environmentUrl: undefined } + } catch { + return { + state: 'invalid' as const, + environmentUrl: undefined, + } + } + })() + + return { + ...binding, + applies, + isPending: binding.state === 'loading', + } +} diff --git a/apps/sim/hooks/use-oauth-return.ts b/apps/sim/hooks/use-oauth-return.ts index a79f4a8297c..43db5d09624 100644 --- a/apps/sim/hooks/use-oauth-return.ts +++ b/apps/sim/hooks/use-oauth-return.ts @@ -23,6 +23,7 @@ import { setOAuthChatAttemptStatus, } from '@/lib/credentials/oauth-chat-attempt' import { getDesktopBridge } from '@/lib/desktop' +import { stripMicrosoftDataverseEnvironmentFromOAuthCallback } from '@/lib/oauth/microsoft-dataverse' import { oauthConnectionsKeys } from '@/hooks/queries/oauth/oauth-connections' import { workspaceCredentialKeys } from '@/hooks/queries/utils/credential-keys' import { requireWorkspaceCredentialListResponse } from '@/hooks/queries/utils/fetch-workspace-credentials' @@ -107,6 +108,15 @@ function clearOAuthChatAttemptParam(): void { window.history.replaceState(window.history.state, '', `${url.pathname}${url.search}${url.hash}`) } +function clearDataverseOAuthEnvironmentParam(): void { + const current = window.location.href + const cleaned = stripMicrosoftDataverseEnvironmentFromOAuthCallback(current) + if (cleaned !== current) { + const url = new URL(cleaned) + window.history.replaceState(window.history.state, '', `${url.pathname}${url.search}${url.hash}`) + } +} + const VERIFY_ATTEMPT_TRIES = 4 const VERIFY_BACKOFF_BASE_MS = 400 @@ -178,6 +188,7 @@ export function useOAuthReturnRouter() { const chatAttemptHandledRef = useRef(false) useEffect(() => { + clearDataverseOAuthEnvironmentParam() let isChatAttemptReturn = false if (!chatAttemptHandledRef.current) { const attemptId = new URL(window.location.href).searchParams.get(OAUTH_CHAT_ATTEMPT_PARAM) @@ -244,6 +255,7 @@ export function useOAuthReturnRouter() { */ export function useOAuthReturnForWorkflow(workflowId: string) { useEffect(() => { + clearDataverseOAuthEnvironmentParam() const ctx = readOAuthReturnContext() if (!ctx || ctx.origin !== 'workflow') return if (ctx.workflowId !== workflowId) return @@ -264,6 +276,7 @@ export function useOAuthReturnForWorkflow(workflowId: string) { */ export function useOAuthReturnForKBConnectors(knowledgeBaseId: string) { useEffect(() => { + clearDataverseOAuthEnvironmentParam() const ctx = readOAuthReturnContext() if (!ctx || ctx.origin !== 'kb-connectors') return if (ctx.knowledgeBaseId !== knowledgeBaseId) return diff --git a/apps/sim/lib/auth/auth.ts b/apps/sim/lib/auth/auth.ts index 152a8354199..e36d638967c 100644 --- a/apps/sim/lib/auth/auth.ts +++ b/apps/sim/lib/auth/auth.ts @@ -4,7 +4,7 @@ import { stripe } from '@better-auth/stripe' import { db } from '@sim/db' import * as schema from '@sim/db/schema' import { createLogger } from '@sim/logger' -import { toError } from '@sim/utils/errors' +import { getErrorMessage, toError } from '@sim/utils/errors' import { type BetterAuthOptions, betterAuth, type User } from 'better-auth' import { drizzleAdapter } from 'better-auth/adapters/drizzle' import { APIError, createAuthMiddleware, getOAuthState, getSessionFromCtx } from 'better-auth/api' @@ -112,6 +112,10 @@ import { isMicrosoftProvider, mapMicrosoftProfileToUser, } from '@/lib/oauth/microsoft' +import { + assertMicrosoftDataverseOAuthLinkRequest, + MICROSOFT_DATAVERSE_PROVIDER_ID, +} from '@/lib/oauth/microsoft-dataverse' import { isSalesforceLoginOrigin, isSalesforceOAuthProviderId, @@ -939,6 +943,20 @@ export const auth = betterAuth({ } } + if (ctx.path === '/oauth2/link' && ctx.body?.providerId === MICROSOFT_DATAVERSE_PROVIDER_ID) { + try { + assertMicrosoftDataverseOAuthLinkRequest( + ctx.body.callbackURL, + ctx.body.scopes, + getCanonicalScopesForProvider(MICROSOFT_DATAVERSE_PROVIDER_ID) + ) + } catch (error) { + throw new APIError('BAD_REQUEST', { + message: getErrorMessage(error, 'Invalid Dataverse OAuth request'), + }) + } + } + if (ctx.path.startsWith('/sign-up') && isRegistrationDisabled) throw new APIError('FORBIDDEN', { message: 'Registration is disabled, please contact your admin.', diff --git a/apps/sim/lib/auth/connectors/providers.ts b/apps/sim/lib/auth/connectors/providers.ts index 89e47f6e59b..74df8589a82 100644 --- a/apps/sim/lib/auth/connectors/providers.ts +++ b/apps/sim/lib/auth/connectors/providers.ts @@ -4,6 +4,7 @@ import { createLogger } from '@sim/logger' import { toError } from '@sim/utils/errors' import { generateId } from '@sim/utils/id' import { isRecordLike } from '@sim/utils/object' +import { getOAuthState } from 'better-auth/api' import type { GenericOAuthConfig } from 'better-auth/plugins' import { syntheticConnectorEmail } from '@/lib/auth/connector-email' import { env } from '@/lib/core/config/env' @@ -15,6 +16,12 @@ import { import { getBaseUrl } from '@/lib/core/utils/urls' import { getDocusignOAuthUrl } from '@/lib/oauth/docusign' import { getMicrosoftUserInfoFromIdToken } from '@/lib/oauth/microsoft' +import { + assertMicrosoftDataverseLegacyOAuthCallbackScopes, + bindMicrosoftDataverseEnvironmentToUserInfo, + getBoundMicrosoftDataverseEnvironment, + resolveMicrosoftDataverseOAuthCallbackScopes, +} from '@/lib/oauth/microsoft-dataverse' import { SALESFORCE_LOGIN_HOSTS } from '@/lib/oauth/salesforce' import { getCanonicalScopesForProvider } from '@/lib/oauth/utils' import { MONDAY_API_URL, MONDAY_API_VERSION } from '@/tools/monday/utils' @@ -798,7 +805,23 @@ export function buildConnectorProviders(): GenericOAuthConfig[] { pkce: true, redirectURI: `${getBaseUrl()}/api/auth/oauth2/callback/microsoft-dataverse`, getUserInfo: async (tokens) => { - return getMicrosoftUserInfoFromIdToken(tokens, 'microsoft-dataverse') + const oauthState = await getOAuthState() + const environmentUrl = getBoundMicrosoftDataverseEnvironment(oauthState?.callbackURL) + if (!environmentUrl) { + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + tokens.scopes, + getCanonicalScopesForProvider('microsoft-dataverse') + ) + return getMicrosoftUserInfoFromIdToken(tokens, 'microsoft-dataverse') + } + tokens.scopes = resolveMicrosoftDataverseOAuthCallbackScopes( + oauthState?.callbackURL, + tokens.scopes + ) + return bindMicrosoftDataverseEnvironmentToUserInfo( + getMicrosoftUserInfoFromIdToken(tokens, 'microsoft-dataverse'), + tokens.scopes + ) }, }, { diff --git a/apps/sim/lib/integrations/icon-mapping.ts b/apps/sim/lib/integrations/icon-mapping.ts index fff4f30f3b9..aa5a326a0b9 100644 --- a/apps/sim/lib/integrations/icon-mapping.ts +++ b/apps/sim/lib/integrations/icon-mapping.ts @@ -435,6 +435,7 @@ export const blockTypeToIconMap: Record = { memory: BrainIcon, microsoft_ad: AzureIcon, microsoft_dataverse: MicrosoftDataverseIcon, + microsoft_dynamics_365: MicrosoftDataverseIcon, microsoft_excel_v2: MicrosoftExcelIcon, microsoft_planner: MicrosoftPlannerIcon, microsoft_teams: MicrosoftTeamsIcon, diff --git a/apps/sim/lib/oauth/microsoft-dataverse.test.ts b/apps/sim/lib/oauth/microsoft-dataverse.test.ts new file mode 100644 index 00000000000..63b100d3acb --- /dev/null +++ b/apps/sim/lib/oauth/microsoft-dataverse.test.ts @@ -0,0 +1,342 @@ +/** + * @vitest-environment node + */ +import { describe, expect, it } from 'vitest' +import { + assertMicrosoftDataverseLegacyOAuthCallbackScopes, + assertMicrosoftDataverseOAuthLinkRequest, + bindMicrosoftDataverseEnvironmentToOAuthCallback, + bindMicrosoftDataverseEnvironmentToUserInfo, + classifyMicrosoftDataverseCredentialEnvironment, + extractMicrosoftDataverseEnvironmentUrl, + getBoundMicrosoftDataverseEnvironment, + getMicrosoftDataverseOAuthScopes, + getMicrosoftDataverseRequiredScope, + normalizeMicrosoftDataverseEnvironmentUrl, + resolveMicrosoftDataverseOAuthCallbackScopes, + stripMicrosoftDataverseEnvironmentFromOAuthCallback, +} from '@/lib/oauth/microsoft-dataverse' + +const UUID_SUFFIX_RE = /-[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i +const LEGACY_DATAVERSE_SCOPES = [ + 'openid', + 'profile', + 'email', + 'https://dynamics.microsoft.com/user_impersonation', + 'offline_access', +] + +function userInfoFor(oid: string) { + return { + id: `${oid}-3b6b26c5-465a-4f79-b9b4-e06f87684429`, + name: 'Test User', + email: 'user@example.com', + } +} + +describe('Microsoft Dataverse OAuth environment binding', () => { + it.each([ + ['https://contoso.crm.dynamics.com', 'https://contoso.crm.dynamics.com'], + [' https://contoso.crm4.dynamics.com/ ', 'https://contoso.crm4.dynamics.com'], + ['https://contoso.api.crm12.dynamics.com', 'https://contoso.api.crm12.dynamics.com'], + ])('normalizes a documented public-cloud environment root', (input, expected) => { + expect(normalizeMicrosoftDataverseEnvironmentUrl(input)).toBe(expected) + }) + + it.each([ + 'http://contoso.crm.dynamics.com', + 'https://user@contoso.crm.dynamics.com', + 'https://contoso.crm.dynamics.com:444', + 'https://contoso.crm.dynamics.com/api/data/v9.2', + 'https://contoso.crm.dynamics.com?x=1', + 'https://contoso.crm.dynamics.com#fragment', + 'https://contoso.crm.dynamics.com.evil.test', + 'https://disco.crm.dynamics.com', + 'https://globaldisco.crm.dynamics.com', + 'https://contoso.crm.microsoftdynamics.us', + 'https://contoso.crm.dynamics.cn', + ])('rejects an untrusted or unsupported environment root: %s', (input) => { + expect(() => normalizeMicrosoftDataverseEnvironmentUrl(input)).toThrow() + }) + + it('builds the exact environment-specific delegated grant', () => { + expect(getMicrosoftDataverseOAuthScopes('https://contoso.crm4.dynamics.com/')).toEqual([ + 'openid', + 'profile', + 'email', + 'https://contoso.crm4.dynamics.com/.default', + 'offline_access', + ]) + }) + + it('round-trips the flow-bound environment through absolute and relative callback URLs', () => { + const absolute = bindMicrosoftDataverseEnvironmentToOAuthCallback( + 'https://sim.test/workspace?existing=1', + 'https://contoso.crm4.dynamics.com/' + ) + const relative = bindMicrosoftDataverseEnvironmentToOAuthCallback( + '/desktop/connect/complete?state=opaque', + 'https://contoso.crm4.dynamics.com' + ) + + expect(new URL(absolute).searchParams.get('__sim_dataverse_environment')).toBe( + 'https://contoso.crm4.dynamics.com' + ) + expect( + new URL(relative, 'https://sim.test').searchParams.get('__sim_dataverse_environment') + ).toBe('https://contoso.crm4.dynamics.com') + expect(stripMicrosoftDataverseEnvironmentFromOAuthCallback(absolute)).toBe( + 'https://sim.test/workspace?existing=1' + ) + expect( + getBoundMicrosoftDataverseEnvironment('https://sim.test/workspace?existing=1') + ).toBeUndefined() + }) + + it('rejects a direct link request whose grant differs from its signed callback binding', () => { + const callbackURL = bindMicrosoftDataverseEnvironmentToOAuthCallback( + 'https://sim.test/workspace', + 'https://dev.crm.dynamics.com' + ) + const scopes = getMicrosoftDataverseOAuthScopes('https://dev.crm.dynamics.com') + + expect(() => + assertMicrosoftDataverseOAuthLinkRequest(callbackURL, scopes, LEGACY_DATAVERSE_SCOPES) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + callbackURL, + getMicrosoftDataverseOAuthScopes('https://prod.crm.dynamics.com'), + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('do not match') + expect(() => + assertMicrosoftDataverseOAuthLinkRequest(callbackURL, ['openid'], LEGACY_DATAVERSE_SCOPES) + ).toThrow('do not match') + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + callbackURL, + [...scopes, 'openid'], + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('do not match') + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + 'https://sim.test/workspace', + undefined, + LEGACY_DATAVERSE_SCOPES + ) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + 'https://sim.test/workspace', + LEGACY_DATAVERSE_SCOPES, + LEGACY_DATAVERSE_SCOPES + ) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + 'https://sim.test/workspace', + getMicrosoftDataverseOAuthScopes('https://dev.crm.dynamics.com'), + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('legacy scopes') + expect(() => + assertMicrosoftDataverseOAuthLinkRequest( + 'https://sim.test/workspace', + ['openid', 'https://attacker.example/.default'], + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('legacy scopes') + }) + + it('uses the signed requested grant only when the token response omits scope', () => { + const callbackURL = bindMicrosoftDataverseEnvironmentToOAuthCallback( + 'https://sim.test/workspace', + 'https://dev.crm.dynamics.com' + ) + + const expected = [ + ...getMicrosoftDataverseOAuthScopes('https://dev.crm.dynamics.com'), + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + ] + expect(resolveMicrosoftDataverseOAuthCallbackScopes(callbackURL, [])).toEqual(expected) + expect(resolveMicrosoftDataverseOAuthCallbackScopes(callbackURL, undefined)).toEqual(expected) + }) + + it('allows legacy callback scopes but rejects an unbound resource audience', () => { + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes(undefined, LEGACY_DATAVERSE_SCOPES) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + LEGACY_DATAVERSE_SCOPES, + LEGACY_DATAVERSE_SCOPES + ) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + ['openid', 'user_impersonation', 'offline_access'], + LEGACY_DATAVERSE_SCOPES + ) + ).not.toThrow() + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + ['openid', 'https://dev.crm.dynamics.com/user_impersonation'], + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('invalid resource scope') + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + ['openid', 'https://attacker.example/.default'], + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('invalid resource scope') + expect(() => + assertMicrosoftDataverseLegacyOAuthCallbackScopes( + [ + 'https://dynamics.microsoft.com/user_impersonation', + 'https://dynamics.microsoft.com/user_impersonation', + ], + LEGACY_DATAVERSE_SCOPES + ) + ).toThrow('invalid resource scope') + }) + + it('accepts only a matching returned audience and rejects mismatched or hostile sets', () => { + const callbackURL = bindMicrosoftDataverseEnvironmentToOAuthCallback( + 'https://sim.test/workspace', + 'https://dev.crm.dynamics.com' + ) + const matching = getMicrosoftDataverseOAuthScopes('https://dev.crm.dynamics.com') + + expect(resolveMicrosoftDataverseOAuthCallbackScopes(callbackURL, matching)).toEqual([ + ...matching, + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + ]) + expect( + resolveMicrosoftDataverseOAuthCallbackScopes(callbackURL, [ + 'openid', + 'https://dev.crm.dynamics.com/user_impersonation', + 'offline_access', + ]) + ).toContain(getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com')) + expect(() => + resolveMicrosoftDataverseOAuthCallbackScopes( + callbackURL, + getMicrosoftDataverseOAuthScopes('https://prod.crm.dynamics.com') + ) + ).toThrow('different environment scope') + expect(() => + resolveMicrosoftDataverseOAuthCallbackScopes(callbackURL, [ + ...matching, + 'https://attacker.example/user_impersonation', + ]) + ).toThrow('invalid resource scope') + expect(() => + resolveMicrosoftDataverseOAuthCallbackScopes('https://sim.test/workspace', matching) + ).toThrow('missing its environment binding') + expect(() => + resolveMicrosoftDataverseOAuthCallbackScopes( + `${callbackURL}&__sim_dataverse_environment=https%3A%2F%2Fdev.crm.dynamics.com`, + matching + ) + ).toThrow('duplicate environment bindings') + expect(() => + resolveMicrosoftDataverseOAuthCallbackScopes( + 'https://sim.test/workspace?__sim_dataverse_environment=https%3A%2F%2Fevil.example', + matching + ) + ).toThrow('supported public-cloud Microsoft Dynamics host') + }) + + it('extracts one trusted environment from space-, comma-, or array-delimited scopes', () => { + const marker = getMicrosoftDataverseRequiredScope('https://contoso.crm4.dynamics.com') + expect(extractMicrosoftDataverseEnvironmentUrl(`openid ${marker} offline_access`)).toBe( + 'https://contoso.crm4.dynamics.com' + ) + expect(extractMicrosoftDataverseEnvironmentUrl(`openid,${marker},offline_access`)).toBe( + 'https://contoso.crm4.dynamics.com' + ) + expect(extractMicrosoftDataverseEnvironmentUrl(['openid', marker])).toBe( + 'https://contoso.crm4.dynamics.com' + ) + }) + + it('does not trust the legacy global or a hostile resource scope', () => { + expect( + extractMicrosoftDataverseEnvironmentUrl('https://dynamics.microsoft.com/user_impersonation') + ).toBeUndefined() + expect( + extractMicrosoftDataverseEnvironmentUrl( + 'https://contoso.crm.dynamics.com.evil.test/user_impersonation' + ) + ).toBeUndefined() + }) + + it('rejects a credential carrying more than one environment audience', () => { + expect(() => + extractMicrosoftDataverseEnvironmentUrl([ + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + getMicrosoftDataverseRequiredScope('https://prod.crm.dynamics.com'), + ]) + ).toThrow('multiple environment scopes') + }) + + it('classifies matching, legacy, different, and ambiguous stored grants', () => { + const requested = 'https://dev.crm.dynamics.com' + expect( + classifyMicrosoftDataverseCredentialEnvironment( + [getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com')], + requested + ) + ).toBe('matching') + expect( + classifyMicrosoftDataverseCredentialEnvironment( + ['https://dynamics.microsoft.com/user_impersonation'], + requested + ) + ).toBe('unbound') + expect( + classifyMicrosoftDataverseCredentialEnvironment( + [getMicrosoftDataverseRequiredScope('https://prod.crm.dynamics.com')], + requested + ) + ).toBe('different') + expect( + classifyMicrosoftDataverseCredentialEnvironment( + [ + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + getMicrosoftDataverseRequiredScope('https://prod.crm.dynamics.com'), + ], + requested + ) + ).toBe('invalid') + }) + + it('keeps reconnect identity stable per environment while separating environments', () => { + const dev = bindMicrosoftDataverseEnvironmentToUserInfo(userInfoFor('entra-user-id'), [ + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + ]) + const devReconnect = bindMicrosoftDataverseEnvironmentToUserInfo(userInfoFor('entra-user-id'), [ + getMicrosoftDataverseRequiredScope('https://dev.crm.dynamics.com'), + ]) + const prod = bindMicrosoftDataverseEnvironmentToUserInfo(userInfoFor('entra-user-id'), [ + getMicrosoftDataverseRequiredScope('https://prod.crm.dynamics.com'), + ]) + + expect(dev.id.replace(UUID_SUFFIX_RE, '')).toBe(devReconnect.id.replace(UUID_SUFFIX_RE, '')) + expect(dev.id.replace(UUID_SUFFIX_RE, '')).not.toBe(prod.id.replace(UUID_SUFFIX_RE, '')) + expect(dev.id).toContain(':dev.crm.dynamics.com-') + expect(prod.id).toContain(':prod.crm.dynamics.com-') + }) + + it('rejects callback tokens without an environment audience', () => { + expect(() => + bindMicrosoftDataverseEnvironmentToUserInfo(userInfoFor('entra-user-id'), [ + 'openid', + 'profile', + ]) + ).toThrow('trusted environment marker') + }) +}) diff --git a/apps/sim/lib/oauth/microsoft-dataverse.ts b/apps/sim/lib/oauth/microsoft-dataverse.ts new file mode 100644 index 00000000000..ed13a731686 --- /dev/null +++ b/apps/sim/lib/oauth/microsoft-dataverse.ts @@ -0,0 +1,314 @@ +export const MICROSOFT_DATAVERSE_PROVIDER_ID = 'microsoft-dataverse' + +const DATAVERSE_ORGANIZATION_LABEL = '[a-z0-9](?:[a-z0-9-]{0,61}[a-z0-9])?' +const DATAVERSE_PUBLIC_HOST_PATTERN = new RegExp( + `^(${DATAVERSE_ORGANIZATION_LABEL})(?:\\.api)?\\.crm\\d*\\.dynamics\\.com$` +) +const RESERVED_DATAVERSE_ORGANIZATION_LABELS = new Set(['disco', 'globaldisco']) +const DATAVERSE_REQUEST_SCOPE_SUFFIX = '/.default' +const DATAVERSE_RESOURCE_SCOPE_SUFFIX = '/user_impersonation' +const DATAVERSE_INSTANCE_MARKER_PREFIX = '__sim_dataverse_instance__:' +const DATAVERSE_OAUTH_CALLBACK_ENVIRONMENT_PARAM = '__sim_dataverse_environment' +const RELATIVE_CALLBACK_BASE = 'https://sim.invalid' +const UUID_SUFFIX_RE = /-[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i + +/** + * Validates and canonicalizes a public-cloud Dataverse environment root. The current Microsoft + * provider uses the global Entra authority; national clouds require separate authorities and app + * registrations, so their hosts must not share this credential. + */ +export function normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl: unknown): string { + if (typeof environmentUrl !== 'string' || environmentUrl.trim().length === 0) { + throw new Error('Dataverse environment URL must be a non-empty HTTPS URL') + } + + let url: URL + try { + url = new URL(environmentUrl.trim()) + } catch { + throw new Error('Dataverse environment URL must be a valid HTTPS URL') + } + + const hostMatch = url.hostname.match(DATAVERSE_PUBLIC_HOST_PATTERN) + const organizationLabel = hostMatch?.[1] + const hasTrustedHost = + organizationLabel !== undefined && + !RESERVED_DATAVERSE_ORGANIZATION_LABELS.has(organizationLabel) + + if ( + url.protocol !== 'https:' || + url.username !== '' || + url.password !== '' || + url.port !== '' || + (url.pathname !== '' && url.pathname !== '/') || + url.search !== '' || + url.hash !== '' || + !hasTrustedHost + ) { + throw new Error( + 'Dataverse environment URL must be an HTTPS root URL on a supported public-cloud Microsoft Dynamics host' + ) + } + + return url.origin +} + +/** Builds the exact delegated OAuth grant Microsoft documents for one Dataverse environment. */ +export function getMicrosoftDataverseOAuthScopes(environmentUrl: unknown): string[] { + const origin = normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl) + return [ + 'openid', + 'profile', + 'email', + `${origin}${DATAVERSE_REQUEST_SCOPE_SUFFIX}`, + 'offline_access', + ] +} + +/** Returns the trusted internal marker used to match a Dynamics credential in block UIs. */ +export function getMicrosoftDataverseRequiredScope(environmentUrl: unknown): string { + const origin = normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl) + return `${DATAVERSE_INSTANCE_MARKER_PREFIX}${origin}` +} + +function parseOAuthCallbackUrl(callbackURL: unknown): { url: URL; relative: boolean } { + if (typeof callbackURL !== 'string' || callbackURL.trim().length === 0) { + throw new Error('Microsoft Dataverse OAuth callback URL is missing') + } + + const value = callbackURL.trim() + const relative = value.startsWith('/') && !value.startsWith('//') + try { + return { + url: relative ? new URL(value, RELATIVE_CALLBACK_BASE) : new URL(value), + relative, + } + } catch { + throw new Error('Microsoft Dataverse OAuth callback URL is invalid') + } +} + +export function getBoundMicrosoftDataverseEnvironment(callbackURL: unknown): string | undefined { + if (callbackURL === undefined || callbackURL === null) return undefined + const { url } = parseOAuthCallbackUrl(callbackURL) + const bindings = url.searchParams.getAll(DATAVERSE_OAUTH_CALLBACK_ENVIRONMENT_PARAM) + if (bindings.length === 0) return undefined + if (bindings.length !== 1) { + throw new Error('Microsoft Dataverse OAuth state contains duplicate environment bindings') + } + return normalizeMicrosoftDataverseEnvironmentUrl(bindings[0]) +} + +/** + * Binds the requested Dataverse audience to Better Auth's protected OAuth state. Better Auth + * restores the callback URL request-locally before getUserInfo runs, so this remains flow-specific + * without a second provider, cookie, route, or database field. + */ +export function bindMicrosoftDataverseEnvironmentToOAuthCallback( + callbackURL: unknown, + environmentUrl: unknown +): string { + const { url, relative } = parseOAuthCallbackUrl(callbackURL) + const environment = normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl) + url.searchParams.set(DATAVERSE_OAUTH_CALLBACK_ENVIRONMENT_PARAM, environment) + return relative ? `${url.pathname}${url.search}${url.hash}` : url.toString() +} + +/** Removes the non-secret state-binding marker after Better Auth returns to the product UI. */ +export function stripMicrosoftDataverseEnvironmentFromOAuthCallback(callbackURL: unknown): string { + const { url, relative } = parseOAuthCallbackUrl(callbackURL) + url.searchParams.delete(DATAVERSE_OAUTH_CALLBACK_ENVIRONMENT_PARAM) + return relative ? `${url.pathname}${url.search}${url.hash}` : url.toString() +} + +export function assertMicrosoftDataverseOAuthLinkRequest( + callbackURL: unknown, + requestedScopes: unknown, + legacyScopes: readonly string[] +): void { + const environment = getBoundMicrosoftDataverseEnvironment(callbackURL) + if (!environment) { + if (requestedScopes === undefined || requestedScopes === null) return + if ( + !Array.isArray(requestedScopes) || + !requestedScopes.every((scope) => typeof scope === 'string') + ) { + throw new Error('Microsoft Dataverse OAuth link requires its exact legacy scopes') + } + const actualScopes = new Set(requestedScopes) + if ( + requestedScopes.length !== legacyScopes.length || + actualScopes.size !== legacyScopes.length || + legacyScopes.some((scope) => !actualScopes.has(scope)) + ) { + throw new Error('Unbound Microsoft Dataverse OAuth links may use only the legacy scopes') + } + return + } + if ( + !Array.isArray(requestedScopes) || + !requestedScopes.every((scope) => typeof scope === 'string') + ) { + throw new Error('Microsoft Dataverse OAuth link requires its canonical environment scopes') + } + + const expectedScopes = getMicrosoftDataverseOAuthScopes(environment) + const actualScopes = new Set(requestedScopes) + if ( + requestedScopes.length !== expectedScopes.length || + actualScopes.size !== expectedScopes.length || + expectedScopes.some((scope) => !actualScopes.has(scope)) + ) { + throw new Error('Microsoft Dataverse OAuth link scopes do not match its environment binding') + } +} + +/** + * Resolves the scopes Better Auth should persist after a Dataverse callback. A returned scope is + * authoritative only when it contains exactly the flow-bound audience. Microsoft may legally + * omit scope from a token response; only that empty case falls back to the signed requested grant. + */ +export function resolveMicrosoftDataverseOAuthCallbackScopes( + callbackURL: unknown, + returnedScopes: readonly string[] | null | undefined +): string[] { + const expectedEnvironment = getBoundMicrosoftDataverseEnvironment(callbackURL) + if (!expectedEnvironment) { + throw new Error('Microsoft Dataverse OAuth state is missing its environment binding') + } + + if (!returnedScopes?.length) { + return [ + ...getMicrosoftDataverseOAuthScopes(expectedEnvironment), + getMicrosoftDataverseRequiredScope(expectedEnvironment), + ] + } + + const providerScopes = returnedScopes.filter( + (scope) => typeof scope === 'string' && !scope.startsWith(DATAVERSE_INSTANCE_MARKER_PREFIX) + ) + const resourceScopes = providerScopes.filter( + (scope) => typeof scope === 'string' && /^https:\/\//i.test(scope) + ) + if (resourceScopes.length > 1) { + throw new Error('Microsoft Dataverse OAuth returned an invalid resource scope set') + } + for (const scope of resourceScopes) { + const suffix = scope.endsWith(DATAVERSE_RESOURCE_SCOPE_SUFFIX) + ? DATAVERSE_RESOURCE_SCOPE_SUFFIX + : scope.endsWith(DATAVERSE_REQUEST_SCOPE_SUFFIX) + ? DATAVERSE_REQUEST_SCOPE_SUFFIX + : undefined + if (!suffix) { + throw new Error('Microsoft Dataverse OAuth returned an invalid resource scope') + } + const returnedEnvironment = normalizeMicrosoftDataverseEnvironmentUrl( + scope.slice(0, -suffix.length) + ) + if (returnedEnvironment !== expectedEnvironment) { + throw new Error('Microsoft Dataverse OAuth returned a different environment scope') + } + } + + return [...providerScopes, getMicrosoftDataverseRequiredScope(expectedEnvironment)] +} + +/** + * Preserves legacy Dataverse callbacks while refusing a returned token audience for another + * resource. Some OAuth clients normalize a resource permission to a bare scope, so non-URL scope + * sets remain unchanged until their live Better Auth shape is verified. + */ +export function assertMicrosoftDataverseLegacyOAuthCallbackScopes( + returnedScopes: readonly string[] | null | undefined, + legacyScopes: readonly string[] +): void { + if (!returnedScopes?.length) return + + const returnedResourceScopes = returnedScopes.filter((scope) => /^https:\/\//i.test(scope)) + if (returnedResourceScopes.length === 0) return + + const legacyResourceScopes = new Set(legacyScopes.filter((scope) => /^https:\/\//i.test(scope))) + if ( + returnedResourceScopes.length !== new Set(returnedResourceScopes).size || + returnedResourceScopes.some((scope) => !legacyResourceScopes.has(scope)) + ) { + throw new Error('Unbound Microsoft Dataverse OAuth returned an invalid resource scope') + } +} + +/** + * Extracts the single trusted environment origin from Sim's internal account-scope marker. + * Legacy Dataverse grants do not contain this marker and intentionally remain unbound. + */ +export function extractMicrosoftDataverseEnvironmentUrl( + scopes: string | readonly string[] | null | undefined +): string | undefined { + const values = Array.isArray(scopes) + ? scopes + : typeof scopes === 'string' + ? scopes.split(/[\s,]+/) + : [] + const origins = new Set() + + for (const value of values) { + if (!value.startsWith(DATAVERSE_INSTANCE_MARKER_PREFIX)) continue + const candidate = value.slice(DATAVERSE_INSTANCE_MARKER_PREFIX.length) + try { + origins.add(normalizeMicrosoftDataverseEnvironmentUrl(candidate)) + } catch { + // Ignore unrelated or hostile scopes rather than treating them as a trusted token audience. + } + } + + if (origins.size > 1) { + throw new Error('Microsoft Dataverse credential contains multiple environment scopes') + } + return origins.values().next().value +} + +export type MicrosoftDataverseCredentialEnvironmentState = + | 'unbound' + | 'matching' + | 'different' + | 'invalid' + +/** + * Classifies whether a stored Dataverse grant can be used for a requested environment. A bound + * grant for a different environment must never be reconnected in place because that credential + * may be shared by workflows that still target its original environment. + */ +export function classifyMicrosoftDataverseCredentialEnvironment( + scopes: string | readonly string[] | null | undefined, + requestedEnvironmentUrl: unknown +): MicrosoftDataverseCredentialEnvironmentState { + const requestedEnvironment = normalizeMicrosoftDataverseEnvironmentUrl(requestedEnvironmentUrl) + let credentialEnvironment: string | undefined + try { + credentialEnvironment = extractMicrosoftDataverseEnvironmentUrl(scopes) + } catch { + return 'invalid' + } + if (!credentialEnvironment) return 'unbound' + return credentialEnvironment === requestedEnvironment ? 'matching' : 'different' +} + +/** + * Dataverse credentials are scoped to one environment. Including its hostname in the stable + * external account prefix lets the existing reconnect hook replace the same user/environment + * grant without collapsing that user's credentials for other environments. + */ +export function bindMicrosoftDataverseEnvironmentToUserInfo( + userInfo: T, + scopes: readonly string[] | null | undefined +): T { + const environmentUrl = extractMicrosoftDataverseEnvironmentUrl(scopes) + if (!environmentUrl) { + throw new Error('Microsoft Dynamics 365 OAuth requires a trusted environment marker') + } + + const environmentHost = new URL(environmentUrl).hostname + return { + ...userInfo, + id: userInfo.id.replace(UUID_SUFFIX_RE, `:${environmentHost}$&`), + } +} diff --git a/apps/sim/lib/oauth/token-resolution.test.ts b/apps/sim/lib/oauth/token-resolution.test.ts index 27d239091ae..59bcc7259b3 100644 --- a/apps/sim/lib/oauth/token-resolution.test.ts +++ b/apps/sim/lib/oauth/token-resolution.test.ts @@ -136,6 +136,61 @@ describe('resolveCredentialToken', () => { expect(result).toEqual({ ok: false, status: 404, error: 'Credential not found' }) }) + it('projects the exact Dataverse environment bound in the stored scope', async () => { + mockAuthorizeCredentialUseForAuth.mockResolvedValue({ + ok: true, + requesterUserId: 'user-1', + credentialOwnerUserId: 'owner-1', + workspaceId: 'ws-1', + resolvedCredentialId: 'account-1', + }) + mockGetCredential.mockResolvedValue({ + providerId: 'microsoft-dataverse', + scope: + 'openid https://contoso.crm.dynamics.com/.default offline_access __sim_dataverse_instance__:https://contoso.crm.dynamics.com', + }) + mockRefreshTokenIfNeeded.mockResolvedValue({ accessToken: 'fresh', refreshed: false }) + + await expect( + resolveCredentialToken(INTERNAL_AUTH, { + requestId: 'req-1', + credentialId: 'cred-1', + }) + ).resolves.toEqual({ + ok: true, + token: { + accessToken: 'fresh', + instanceUrl: 'https://contoso.crm.dynamics.com', + }, + }) + }) + + it('preserves a legacy Dataverse credential without projecting an environment', async () => { + mockAuthorizeCredentialUseForAuth.mockResolvedValue({ + ok: true, + requesterUserId: 'user-1', + credentialOwnerUserId: 'owner-1', + workspaceId: 'ws-1', + resolvedCredentialId: 'account-1', + }) + mockGetCredential.mockResolvedValue({ + providerId: 'microsoft-dataverse', + scope: 'https://dynamics.microsoft.com/user_impersonation', + }) + mockRefreshTokenIfNeeded.mockResolvedValue({ accessToken: 'fresh', refreshed: false }) + + await expect( + resolveCredentialToken(INTERNAL_AUTH, { + requestId: 'req-1', + credentialId: 'cred-1', + }) + ).resolves.toEqual({ + ok: true, + token: { accessToken: 'fresh', idToken: undefined }, + }) + expect(mockRefreshTokenIfNeeded).toHaveBeenCalled() + }) + it('reports a failed refresh as 401 without recording access', async () => { mockAuthorizeCredentialUseForAuth.mockResolvedValue({ ok: true, diff --git a/apps/sim/lib/oauth/token-resolution.ts b/apps/sim/lib/oauth/token-resolution.ts index 298ccd29592..501d69f40a1 100644 --- a/apps/sim/lib/oauth/token-resolution.ts +++ b/apps/sim/lib/oauth/token-resolution.ts @@ -14,6 +14,10 @@ import { resolveOAuthAccountId, resolveServiceAccountToken, } from '@/lib/oauth/credential-service' +import { + extractMicrosoftDataverseEnvironmentUrl, + MICROSOFT_DATAVERSE_PROVIDER_ID, +} from '@/lib/oauth/microsoft-dataverse' import { extractSalesforceInstanceUrl, isSalesforceOAuthProviderId } from '@/lib/oauth/salesforce' import { captureServerEvent } from '@/lib/posthog/server' import { extractZohoDeskBaseFromScope } from '@/tools/zoho_desk/host-allowlist' @@ -103,7 +107,9 @@ function buildOAuthTokenPayload( ): CredentialTokenPayload { const instanceUrl = isSalesforceOAuthProviderId(credential.providerId) ? extractSalesforceInstanceUrl(credential.scope ?? undefined) - : undefined + : credential.providerId === MICROSOFT_DATAVERSE_PROVIDER_ID + ? extractMicrosoftDataverseEnvironmentUrl(credential.scope) + : undefined let apiDomain: string | undefined if (credential.providerId === 'zoho-desk' && credential.scope) { diff --git a/apps/sim/tools/index.test.ts b/apps/sim/tools/index.test.ts index 2ac6560c9c5..1b256d3d4bb 100644 --- a/apps/sim/tools/index.test.ts +++ b/apps/sim/tools/index.test.ts @@ -2916,6 +2916,97 @@ describe('Internal Route Trust', () => { } }) + it('accepts instanceUrl only from credential resolution for Dynamics CRM tools', async () => { + const environmentUrl = 'https://contoso.crm.dynamics.com' + const otherEnvironmentUrl = 'https://other.crm.dynamics.com' + const createAuthorityTool = (id: string) => ({ + id, + name: 'Credential Origin Authority Test', + description: 'Verifies credential-derived provider origins', + version: '1.0.0', + oauth: { required: true, provider: 'microsoft-dataverse' }, + params: { + accessToken: { type: 'string', required: true, visibility: 'hidden' }, + instanceUrl: { type: 'string', required: true, visibility: 'hidden' }, + environmentUrl: { type: 'string', required: true, visibility: 'user-only' }, + }, + request: { + url: (params: Record) => { + if (!params.instanceUrl) throw new Error('Credential is not bound to an environment') + if (params.instanceUrl !== params.environmentUrl) { + throw new Error('Credential belongs to a different environment') + } + return `${params.instanceUrl}/api/data/v9.2/accounts` + }, + method: 'GET' as const, + headers: (params: Record) => ({ + Authorization: `Bearer ${params.accessToken}`, + }), + }, + transformResponse: vi.fn().mockResolvedValue({ success: true, output: {} }), + }) + const dynamicsToolId = 'microsoft_dynamics_365_test_origin_authority' + const ordinaryToolId = 'test_origin_authority' + ;(tools as Record)[dynamicsToolId] = createAuthorityTool(dynamicsToolId) + ;(tools as Record)[ordinaryToolId] = createAuthorityTool(ordinaryToolId) + + const setTokenPayload = (payload: Record) => { + global.fetch = Object.assign( + vi.fn().mockResolvedValue( + new Response(JSON.stringify(payload), { + status: 200, + headers: { 'content-type': 'application/json' }, + }) + ), + { preconnect: vi.fn() } + ) as typeof fetch + } + + try { + setTokenPayload({ accessToken: 'legacy-token' }) + const legacyResult = await executeTool(dynamicsToolId, { + credential: 'legacy-credential', + environmentUrl, + instanceUrl: environmentUrl, + }) + expect(legacyResult).toMatchObject({ + success: false, + error: expect.stringContaining('not bound to an environment'), + }) + expect(mockSecureFetchWithPinnedIP).not.toHaveBeenCalled() + + setTokenPayload({ accessToken: 'bound-token', instanceUrl: environmentUrl }) + const boundResult = await executeTool(dynamicsToolId, { + credential: 'bound-credential', + environmentUrl, + instanceUrl: otherEnvironmentUrl, + }) + expect(boundResult.success).toBe(true) + expect(mockSecureFetchWithPinnedIP).toHaveBeenLastCalledWith( + `${environmentUrl}/api/data/v9.2/accounts`, + '93.184.216.34', + expect.anything() + ) + + mockSecureFetchWithPinnedIP.mockClear() + setTokenPayload({ accessToken: 'ordinary-token' }) + const ordinaryResult = await executeTool(ordinaryToolId, { + credential: 'ordinary-credential', + environmentUrl, + instanceUrl: environmentUrl, + }) + expect(ordinaryResult.success).toBe(true) + expect(mockSecureFetchWithPinnedIP).toHaveBeenCalledWith( + `${environmentUrl}/api/data/v9.2/accounts`, + '93.184.216.34', + expect.anything() + ) + } finally { + Reflect.deleteProperty(tools, dynamicsToolId) + Reflect.deleteProperty(tools, ordinaryToolId) + } + }) + it('transports only active provenance selected for an internal model input', async () => { const registry = new ResolvedSecretTraceRegistry([ { diff --git a/apps/sim/tools/index.ts b/apps/sim/tools/index.ts index 61ffc52d772..0fb525750bd 100644 --- a/apps/sim/tools/index.ts +++ b/apps/sim/tools/index.ts @@ -106,6 +106,7 @@ import { getTool, validateRequiredParametersAfterMerge } from '@/tools/utils' import { getToolAsync } from '@/tools/utils.server' const logger = createLogger('Tools') +const MICROSOFT_DYNAMICS_365_TOOL_PREFIX = 'microsoft_dynamics_365_' const PRIVATE_TOOL_METADATA_ERROR_MESSAGE = 'Internal tool response metadata could not be verified' const INTERNAL_DATABASE_ERROR_MESSAGE = 'An internal error occurred while executing the tool. Please try again.' @@ -1667,6 +1668,9 @@ async function executeToolImplementation( // Ensure context is preserved if it exists const contextParams = { ...params } + if (normalizedToolId.startsWith(MICROSOFT_DYNAMICS_365_TOOL_PREFIX)) { + contextParams.instanceUrl = undefined + } if (scope.billingAttribution) { contextParams._context = { ...(contextParams._context as Record | undefined), diff --git a/apps/sim/tools/microsoft_dynamics_365/close_case.ts b/apps/sim/tools/microsoft_dynamics_365/close_case.ts new file mode 100644 index 00000000000..ba2082e816c --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/close_case.ts @@ -0,0 +1,151 @@ +import { createLogger } from '@sim/logger' +import type { + DataverseCloseCaseParams, + DataverseCloseCaseResponse, +} from '@/tools/microsoft_dynamics_365/types' +import { + getDataverseErrorMessage, + getDynamics365BaseUrl, + normalizeDataverseGuid, + parseDataverseInt32, + parseDataverseRequiredString, +} from '@/tools/microsoft_dynamics_365/utils' +import type { ToolConfig } from '@/tools/types' + +const logger = createLogger('DataverseCloseCase') + +export const microsoftDynamics365CloseCaseTool: ToolConfig< + DataverseCloseCaseParams, + DataverseCloseCaseResponse +> = { + id: 'microsoft_dynamics_365_close_case', + name: 'Close Microsoft Dynamics 365 Case', + description: 'Resolve and close a Dynamics 365 Customer Service case.', + version: '1.0.0', + + oauth: { required: true, provider: 'microsoft-dataverse' }, + errorExtractor: 'nested-error-object', + + params: { + accessToken: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'OAuth access token for Microsoft Dataverse API', + }, + instanceUrl: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'Trusted Dynamics 365 environment bound to the selected OAuth credential', + }, + environmentUrl: { + type: 'string', + required: true, + visibility: 'user-only', + description: 'Dynamics 365 environment URL (e.g., https://myorg.crm.dynamics.com)', + }, + caseId: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'GUID of the case to close', + }, + subject: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'Subject for the case-resolution activity (maximum 200 characters)', + }, + description: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Optional description for the case-resolution activity', + }, + timeSpent: { + type: 'number', + required: false, + visibility: 'user-or-llm', + description: 'Optional nonnegative number of minutes spent resolving the case', + }, + statusReason: { + type: 'number', + required: false, + visibility: 'user-or-llm', + description: 'Resolved case status-reason value (default: 5)', + }, + }, + + request: { + url: (params) => + `${getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl)}/api/data/v9.2/CloseIncident`, + method: 'POST', + headers: (params) => ({ + Authorization: `Bearer ${params.accessToken}`, + 'Content-Type': 'application/json', + 'OData-MaxVersion': '4.0', + 'OData-Version': '4.0', + Accept: 'application/json', + }), + body: (params) => { + const caseId = normalizeDataverseGuid(params.caseId, 'caseId') + const subject = parseDataverseRequiredString(params.subject, 'subject', 200) + const status = + params.statusReason === undefined + ? 5 + : parseDataverseInt32(params.statusReason, 'statusReason') + const incidentResolution: Record = { + 'incidentid@odata.bind': `/incidents(${caseId})`, + subject, + } + if (params.description !== undefined) { + if (typeof params.description !== 'string') { + throw new Error('description must be a string') + } + incidentResolution.description = params.description + } + if (params.timeSpent !== undefined) { + const timeSpent = parseDataverseInt32(params.timeSpent, 'timeSpent') + if (timeSpent < 0) { + throw new Error('timeSpent must be a nonnegative integer') + } + incidentResolution.timespent = timeSpent + } + + return { + IncidentResolution: incidentResolution, + Status: status, + } + }, + }, + + transformResponse: async (response: Response, params?: DataverseCloseCaseParams) => { + if (!response.ok) { + const errorMessage = await getDataverseErrorMessage(response) + logger.error('Dataverse close case failed', { status: response.status }) + throw new Error(errorMessage) + } + if (response.status !== 204) { + throw new Error( + `Invalid Dataverse close case response: expected HTTP 204, received ${response.status}` + ) + } + if (!params) { + throw new Error('Missing Dataverse close case response context') + } + + return { + success: true, + output: { + caseId: normalizeDataverseGuid(params.caseId, 'caseId'), + success: true, + }, + } + }, + + outputs: { + caseId: { type: 'string', description: 'GUID of the closed case' }, + success: { type: 'boolean', description: 'Whether the case was closed successfully' }, + }, +} diff --git a/apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts b/apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts new file mode 100644 index 00000000000..9bc636ac8bb --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts @@ -0,0 +1,160 @@ +import { createLogger } from '@sim/logger' +import type { + DataverseCloseOpportunityParams, + DataverseCloseOpportunityResponse, + DataverseOpportunityOutcome, +} from '@/tools/microsoft_dynamics_365/types' +import { + getDataverseErrorMessage, + getDynamics365BaseUrl, + normalizeDataverseGuid, + parseDataverseInt32, + parseDataverseRequiredString, +} from '@/tools/microsoft_dynamics_365/utils' +import type { ToolConfig } from '@/tools/types' + +const logger = createLogger('DataverseCloseOpportunity') + +function parseOpportunityOutcome(value: unknown): DataverseOpportunityOutcome { + if (value !== 'won' && value !== 'lost') { + throw new Error('outcome must be won or lost') + } + return value +} + +export const microsoftDynamics365CloseOpportunityTool: ToolConfig< + DataverseCloseOpportunityParams, + DataverseCloseOpportunityResponse +> = { + id: 'microsoft_dynamics_365_close_opportunity', + name: 'Close Microsoft Dynamics 365 Opportunity', + description: 'Close a Dynamics 365 Sales opportunity as won or lost.', + version: '1.0.0', + + oauth: { required: true, provider: 'microsoft-dataverse' }, + errorExtractor: 'nested-error-object', + + params: { + accessToken: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'OAuth access token for Microsoft Dataverse API', + }, + instanceUrl: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'Trusted Dynamics 365 environment bound to the selected OAuth credential', + }, + environmentUrl: { + type: 'string', + required: true, + visibility: 'user-only', + description: 'Dynamics 365 environment URL (e.g., https://myorg.crm.dynamics.com)', + }, + opportunityId: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'GUID of the opportunity to close', + }, + outcome: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'Opportunity outcome: won or lost', + }, + subject: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'Subject for the opportunity-close activity (maximum 200 characters)', + }, + description: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Optional description for the opportunity-close activity', + }, + statusReason: { + type: 'number', + required: false, + visibility: 'user-or-llm', + description: 'Opportunity status-reason value (defaults to 3 for won or 4 for lost)', + }, + }, + + request: { + url: (params) => { + const baseUrl = getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl) + const outcome = parseOpportunityOutcome(params.outcome) + return `${baseUrl}/api/data/v9.2/${outcome === 'won' ? 'WinOpportunity' : 'LoseOpportunity'}` + }, + method: 'POST', + headers: (params) => ({ + Authorization: `Bearer ${params.accessToken}`, + 'Content-Type': 'application/json', + 'OData-MaxVersion': '4.0', + 'OData-Version': '4.0', + Accept: 'application/json', + }), + body: (params) => { + const opportunityId = normalizeDataverseGuid(params.opportunityId, 'opportunityId') + const outcome = parseOpportunityOutcome(params.outcome) + const subject = parseDataverseRequiredString(params.subject, 'subject', 200) + const status = + params.statusReason === undefined + ? outcome === 'won' + ? 3 + : 4 + : parseDataverseInt32(params.statusReason, 'statusReason') + const opportunityClose: Record = { + 'opportunityid@odata.bind': `/opportunities(${opportunityId})`, + subject, + } + if (params.description !== undefined) { + if (typeof params.description !== 'string') { + throw new Error('description must be a string') + } + opportunityClose.description = params.description + } + + return { + OpportunityClose: opportunityClose, + Status: status, + } + }, + }, + + transformResponse: async (response: Response, params?: DataverseCloseOpportunityParams) => { + if (!response.ok) { + const errorMessage = await getDataverseErrorMessage(response) + logger.error('Dataverse close opportunity failed', { status: response.status }) + throw new Error(errorMessage) + } + if (response.status !== 204) { + throw new Error( + `Invalid Dataverse close opportunity response: expected HTTP 204, received ${response.status}` + ) + } + if (!params) { + throw new Error('Missing Dataverse close opportunity response context') + } + + return { + success: true, + output: { + opportunityId: normalizeDataverseGuid(params.opportunityId, 'opportunityId'), + outcome: parseOpportunityOutcome(params.outcome), + success: true, + }, + } + }, + + outputs: { + opportunityId: { type: 'string', description: 'GUID of the closed opportunity' }, + outcome: { type: 'string', description: 'The applied opportunity outcome: won or lost' }, + success: { type: 'boolean', description: 'Whether the opportunity was closed successfully' }, + }, +} diff --git a/apps/sim/tools/microsoft_dynamics_365/create_record.ts b/apps/sim/tools/microsoft_dynamics_365/create_record.ts new file mode 100644 index 00000000000..b9e2cbe13d4 --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/create_record.ts @@ -0,0 +1,144 @@ +import { createLogger } from '@sim/logger' +import type { + DataverseCreateRecordParams, + DataverseCreateRecordResponse, +} from '@/tools/microsoft_dynamics_365/types' +import { DATAVERSE_RECORD_OUTPUT } from '@/tools/microsoft_dynamics_365/types' +import { + getDataverseErrorMessage, + getDynamics365BaseUrl, + getDynamics365RecordEntity, + isDataverseObject, + normalizeDataverseGuid, +} from '@/tools/microsoft_dynamics_365/utils' +import type { ToolConfig } from '@/tools/types' + +const logger = createLogger('DataverseCreateRecord') + +export const microsoftDynamics365CreateRecordTool: ToolConfig< + DataverseCreateRecordParams, + DataverseCreateRecordResponse +> = { + id: 'microsoft_dynamics_365_create_record', + name: 'Create Microsoft Dynamics 365 CRM Record', + description: + 'Create a new record in a Microsoft Dataverse table. Requires the entity set name (plural table name) and record data as a JSON object.', + version: '1.0.0', + + oauth: { required: true, provider: 'microsoft-dataverse' }, + errorExtractor: 'nested-error-object', + + params: { + accessToken: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'OAuth access token for Microsoft Dataverse API', + }, + instanceUrl: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'Trusted Dynamics 365 environment bound to the selected OAuth credential', + }, + environmentUrl: { + type: 'string', + required: true, + visibility: 'user-only', + description: 'Dataverse environment URL (e.g., https://myorg.crm.dynamics.com)', + }, + entitySetName: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'Entity set name (plural table name, e.g., accounts, contacts)', + }, + data: { + type: 'object', + required: true, + visibility: 'user-or-llm', + description: 'Record data as a JSON object with column names as keys', + }, + }, + + request: { + url: (params) => { + const baseUrl = getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl) + const { entitySetName } = getDynamics365RecordEntity(params.entitySetName) + return `${baseUrl}/api/data/v9.2/${entitySetName}` + }, + method: 'POST', + headers: (params) => ({ + Authorization: `Bearer ${params.accessToken}`, + 'Content-Type': 'application/json', + 'OData-MaxVersion': '4.0', + 'OData-Version': '4.0', + Accept: 'application/json', + Prefer: 'return=representation', + }), + body: (params) => { + let data = params.data + if (typeof data === 'string') { + try { + data = JSON.parse(data) + } catch { + throw new Error('Invalid JSON format for record data') + } + } + if (!isDataverseObject(data)) { + throw new Error('Record data must be a JSON object') + } + return data + }, + }, + + transformResponse: async (response: Response, params?: DataverseCreateRecordParams) => { + if (!response.ok) { + const errorMessage = await getDataverseErrorMessage(response) + logger.error('Dataverse create record failed', { status: response.status }) + throw new Error(errorMessage) + } + if (response.status !== 201) { + throw new Error( + `Invalid Dataverse create record response: expected HTTP 201, received ${response.status}` + ) + } + + let data: unknown + try { + data = await response.json() + } catch { + throw new Error('Invalid Dataverse create record response: expected a JSON object') + } + if (!isDataverseObject(data)) { + throw new Error('Invalid Dataverse create record response: expected a JSON object') + } + + if (!params) { + throw new Error('Invalid Dataverse create record response: request context is required') + } + const { primaryIdAttribute } = getDynamics365RecordEntity(params.entitySetName) + const primaryId = data[primaryIdAttribute] + if (typeof primaryId !== 'string') { + throw new Error( + `Invalid Dataverse create record response: ${primaryIdAttribute} must be a GUID string` + ) + } + const recordId = normalizeDataverseGuid(primaryId, primaryIdAttribute) + + return { + success: true, + output: { + recordId, + record: data, + success: true, + }, + } + }, + + outputs: { + recordId: { type: 'string', description: 'The ID of the created record' }, + record: DATAVERSE_RECORD_OUTPUT, + success: { type: 'boolean', description: 'Whether the record was created successfully' }, + }, +} diff --git a/apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts b/apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts new file mode 100644 index 00000000000..b7f4dcd6ca2 --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts @@ -0,0 +1,991 @@ +/** + * @vitest-environment node + */ +import { describe, expect, it } from 'vitest' +import { microsoftDynamics365CloseCaseTool } from '@/tools/microsoft_dynamics_365/close_case' +import { microsoftDynamics365CloseOpportunityTool } from '@/tools/microsoft_dynamics_365/close_opportunity' +import { microsoftDynamics365CreateRecordTool } from '@/tools/microsoft_dynamics_365/create_record' +import { microsoftDynamics365GetRecordTool } from '@/tools/microsoft_dynamics_365/get_record' +import { microsoftDynamics365ListRecordsTool } from '@/tools/microsoft_dynamics_365/list_records' +import { microsoftDynamics365QualifyLeadTool } from '@/tools/microsoft_dynamics_365/qualify_lead' +import { microsoftDynamics365SearchRecordsTool } from '@/tools/microsoft_dynamics_365/search_records' +import type { + DataverseCloseCaseParams, + DataverseCloseOpportunityParams, + DataverseCreateRecordParams, + DataverseGetRecordParams, + DataverseListRecordsParams, + DataverseQualifyLeadParams, + DataverseSearchParams, +} from '@/tools/microsoft_dynamics_365/types' +import { microsoftDynamics365UpdateRecordTool } from '@/tools/microsoft_dynamics_365/update_record' +import { + DATAVERSE_MAX_ERROR_BODY_BYTES, + getDynamics365BaseUrl, + normalizeDataverseGuid, +} from '@/tools/microsoft_dynamics_365/utils' + +const ENVIRONMENT_URL = 'https://contoso.crm.dynamics.com' +const ACCESS_TOKEN = 'test-access-token' +const LEAD_ID = '11111111-1111-4111-8111-111111111111' +const OPPORTUNITY_ID = '22222222-2222-4222-8222-222222222222' +const CASE_ID = '33333333-3333-4333-8333-333333333333' +const CURRENCY_ID = '44444444-4444-4444-8444-444444444444' +const CUSTOMER_ID = '55555555-5555-4555-8555-555555555555' +const CAMPAIGN_ID = '66666666-6666-4666-8666-666666666666' +const PROCESS_INSTANCE_ID = '77777777-7777-4777-8777-777777777777' + +const LIST_PARAMS: DataverseListRecordsParams = { + accessToken: ACCESS_TOKEN, + instanceUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_URL, + entitySetName: 'accounts', +} + +const SEARCH_PARAMS: DataverseSearchParams = { + accessToken: ACCESS_TOKEN, + instanceUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_URL, + searchTerm: 'Contoso', +} + +const QUALIFY_PARAMS: DataverseQualifyLeadParams = { + accessToken: ACCESS_TOKEN, + instanceUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_URL, + leadId: LEAD_ID, + createAccount: true, + createContact: true, + createOpportunity: false, +} + +const CLOSE_OPPORTUNITY_PARAMS: DataverseCloseOpportunityParams = { + accessToken: ACCESS_TOKEN, + instanceUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_URL, + opportunityId: OPPORTUNITY_ID, + outcome: 'won', + subject: 'Opportunity won', +} + +const CLOSE_CASE_PARAMS: DataverseCloseCaseParams = { + accessToken: ACCESS_TOKEN, + instanceUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_URL, + caseId: CASE_ID, + subject: 'Case resolved', +} + +function resolveUrl

(url: string | ((params: P) => string), params: P): string { + return typeof url === 'function' ? url(params) : url +} + +describe('Microsoft Dataverse Dynamics CRM shared safety', () => { + it('uses only additive Dynamics 365 tool IDs', () => { + expect([ + microsoftDynamics365ListRecordsTool.id, + microsoftDynamics365GetRecordTool.id, + microsoftDynamics365CreateRecordTool.id, + microsoftDynamics365UpdateRecordTool.id, + microsoftDynamics365SearchRecordsTool.id, + microsoftDynamics365QualifyLeadTool.id, + microsoftDynamics365CloseOpportunityTool.id, + microsoftDynamics365CloseCaseTool.id, + ]).toEqual([ + 'microsoft_dynamics_365_list_records', + 'microsoft_dynamics_365_get_record', + 'microsoft_dynamics_365_create_record', + 'microsoft_dynamics_365_update_record', + 'microsoft_dynamics_365_search_records', + 'microsoft_dynamics_365_qualify_lead', + 'microsoft_dynamics_365_close_opportunity', + 'microsoft_dynamics_365_close_case', + ]) + }) + + it.each([ + ['https://contoso.crm.dynamics.com/', 'https://contoso.crm.dynamics.com'], + ['https://contoso.crm4.dynamics.com', 'https://contoso.crm4.dynamics.com'], + ['https://contoso.api.crm4.dynamics.com', 'https://contoso.api.crm4.dynamics.com'], + ['https://contoso.crm9.dynamics.com', 'https://contoso.crm9.dynamics.com'], + ])('accepts a public-cloud Dataverse environment host', (input, expected) => { + expect(getDynamics365BaseUrl(input, expected)).toBe(expected) + }) + + it.each([ + 'http://contoso.crm.dynamics.com', + 'https://user:password@contoso.crm.dynamics.com', + 'https://contoso.crm.dynamics.com:8443', + 'https://contoso.crm.dynamics.com/?tenant=other', + 'https://contoso.crm.dynamics.com/#fragment', + 'https://contoso.crm.dynamics.com/main.aspx', + 'https://contoso.crm.dynamics.com.attacker.example', + 'https://crm.dynamics.com', + 'https://contoso.crm.microsoftdynamics.de', + 'https://contoso.api.crm.microsoftdynamics.us', + 'https://contoso.crm.appsplatform.us', + 'https://contoso.api.crm.dynamics.cn', + ])('rejects an untrusted Dataverse environment URL', (environmentUrl) => { + expect(() => getDynamics365BaseUrl(environmentUrl, ENVIRONMENT_URL)).toThrow( + /Dataverse environment URL/ + ) + }) + + it('requires an environment-bound credential and rejects a different environment', () => { + expect(() => getDynamics365BaseUrl(ENVIRONMENT_URL, '')).toThrow( + 'not bound to a trusted environment' + ) + expect(() => getDynamics365BaseUrl(ENVIRONMENT_URL, 'https://other.crm.dynamics.com')).toThrow( + 'belongs to a different environment' + ) + }) + + it('rejects unsupported or path-injecting entity sets before building a request', () => { + expect(() => + resolveUrl(microsoftDynamics365ListRecordsTool.request.url, { + ...LIST_PARAMS, + entitySetName: 'accounts/00000000-0000-0000-0000-000000000000', + }) + ).toThrow('supported Dynamics 365 CRM entity set') + expect(() => + resolveUrl(microsoftDynamics365GetRecordTool.request.url, { + accessToken: ACCESS_TOKEN, + instanceUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_URL, + entitySetName: 'custom_entities', + recordId: LEAD_ID, + }) + ).toThrow('supported Dynamics 365 CRM record entity set') + }) + + it('normalizes brace-wrapped GUIDs without accepting path injection', () => { + expect(normalizeDataverseGuid(` {${LEAD_ID}} `, 'leadId')).toBe(LEAD_ID) + expect(() => normalizeDataverseGuid(`${LEAD_ID})/contacts`, 'leadId')).toThrow( + 'leadId must be a valid GUID' + ) + expect(() => normalizeDataverseGuid(`{${LEAD_ID}`, 'leadId')).toThrow( + 'leadId must be a valid GUID' + ) + }) +}) + +describe('microsoft_dynamics_365_list_records response validation', () => { + it('uses a bounded page preference without $top for CRM continuation metadata', () => { + const params = { ...LIST_PARAMS, pageSize: 25 } + + expect(resolveUrl(microsoftDynamics365ListRecordsTool.request.url, params)).toBe( + `${ENVIRONMENT_URL}/api/data/v9.2/accounts` + ) + expect(microsoftDynamics365ListRecordsTool.request.headers(params).Prefer).toContain( + 'odata.maxpagesize=25' + ) + expect(microsoftDynamics365ListRecordsTool.request.headers(LIST_PARAMS).Prefer).toContain( + 'odata.maxpagesize=100' + ) + expect(() => + microsoftDynamics365ListRecordsTool.request.headers({ ...LIST_PARAMS, pageSize: 101 }) + ).toThrow('pageSize must be an integer from 1 to 100') + expect(() => + resolveUrl(microsoftDynamics365ListRecordsTool.request.url, { + ...LIST_PARAMS, + count: 'true&$top=5000', + }) + ).toThrow('count must be true or false') + }) + + it('uses only a validated same-table continuation URL for the next page', () => { + const nextLink = `${ENVIRONMENT_URL}/api/data/v9.2/accounts?$skiptoken=opaque` + expect( + resolveUrl(microsoftDynamics365ListRecordsTool.request.url, { + ...LIST_PARAMS, + nextLink, + select: 'name', + filter: 'statecode eq 0', + }) + ).toBe(nextLink) + + for (const invalidNextLink of [ + 'https://attacker.example/api/data/v9.2/accounts?$skiptoken=opaque', + `${ENVIRONMENT_URL}/api/data/v9.2/contacts?$skiptoken=opaque`, + `${ENVIRONMENT_URL}/other/path?$skiptoken=opaque`, + `${ENVIRONMENT_URL}/api/data/v9.2/accounts#fragment`, + `https://user@contoso.crm.dynamics.com/api/data/v9.2/accounts?$skiptoken=opaque`, + `${ENVIRONMENT_URL}/api/data/v9.2/accounts?x=${'a'.repeat(32_768)}`, + ]) { + expect(() => + resolveUrl(microsoftDynamics365ListRecordsTool.request.url, { + ...LIST_PARAMS, + nextLink: invalidNextLink, + }) + ).toThrow(/nextLink/i) + } + }) + + it('accepts an open-world OData page and preserves paging metadata', async () => { + const response = Response.json({ + '@odata.context': `${ENVIRONMENT_URL}/api/data/v9.2/$metadata#accounts`, + '@odata.count': 1, + '@Microsoft.Dynamics.CRM.totalrecordcountlimitexceeded': false, + '@odata.nextLink': `${ENVIRONMENT_URL}/api/data/v9.2/accounts?$skiptoken=opaque`, + value: [{ accountid: 'account-1', name: 'Contoso', custom_field: 7 }], + unrelatedFutureField: true, + }) + + await expect( + microsoftDynamics365ListRecordsTool.transformResponse!(response, LIST_PARAMS) + ).resolves.toEqual({ + success: true, + output: { + records: [{ accountid: 'account-1', name: 'Contoso', custom_field: 7 }], + count: 1, + totalCount: 1, + totalCountLimitExceeded: false, + nextLink: `${ENVIRONMENT_URL}/api/data/v9.2/accounts?$skiptoken=opaque`, + success: true, + }, + }) + }) + + it('preserves an empty final page and valid zero count', async () => { + await expect( + microsoftDynamics365ListRecordsTool.transformResponse!( + Response.json({ value: [], '@odata.count': 0 }), + LIST_PARAMS + ) + ).resolves.toEqual({ + success: true, + output: { + records: [], + count: 0, + totalCount: 0, + totalCountLimitExceeded: null, + nextLink: null, + success: true, + }, + }) + }) + + it.each([ + {}, + { value: null }, + { value: {} }, + { value: [null] }, + { value: [], '@odata.count': '1' }, + { value: [], '@Microsoft.Dynamics.CRM.totalrecordcountlimitexceeded': 'true' }, + { value: [], '@odata.nextLink': 7 }, + { value: [], '@odata.nextLink': 'https://attacker.example/api/data/v9.2/accounts' }, + { value: [], '@odata.nextLink': `${ENVIRONMENT_URL}/api/data/v9.2/contacts?$skiptoken=x` }, + { value: [], '@odata.nextLink': `${ENVIRONMENT_URL}/other/path?$skiptoken=opaque` }, + ])('rejects a malformed successful OData page', async (payload) => { + await expect( + microsoftDynamics365ListRecordsTool.transformResponse!(Response.json(payload), LIST_PARAMS) + ).rejects.toThrow(/invalid Dataverse list records response/i) + }) +}) + +describe('microsoft_dynamics_365_update_record errors', () => { + it('normalizes the record GUID and rejects path injection in direct invocation', async () => { + const params = { + accessToken: ACCESS_TOKEN, + instanceUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_URL, + entitySetName: 'accounts', + recordId: ` {${LEAD_ID}} `, + data: { name: 'Updated' }, + } + + expect(resolveUrl(microsoftDynamics365UpdateRecordTool.request.url, params)).toBe( + `${ENVIRONMENT_URL}/api/data/v9.2/accounts(${LEAD_ID})` + ) + expect(() => + resolveUrl(microsoftDynamics365UpdateRecordTool.request.url, { + ...params, + recordId: `${LEAD_ID})/contacts(${CUSTOMER_ID}`, + }) + ).toThrow('recordId must be a valid GUID') + + await expect( + microsoftDynamics365UpdateRecordTool.transformResponse!( + new Response(null, { status: 204 }), + params + ) + ).resolves.toEqual({ + success: true, + output: { recordId: LEAD_ID, success: true }, + }) + }) + + it('surfaces bounded provider errors', async () => { + await expect( + microsoftDynamics365UpdateRecordTool.transformResponse!( + Response.json({ error: { message: 'Update denied by plugin' } }, { status: 403 }) + ) + ).rejects.toThrow('Update denied by plugin') + + await expect( + microsoftDynamics365UpdateRecordTool.transformResponse!( + new Response('Slow down', { + status: 429, + statusText: 'Too Many Requests', + }) + ) + ).rejects.toThrow('Slow down') + + await expect( + microsoftDynamics365UpdateRecordTool.transformResponse!( + new Response('x'.repeat(DATAVERSE_MAX_ERROR_BODY_BYTES + 1), { + status: 429, + statusText: 'Too Many Requests', + }) + ) + ).rejects.toThrow('Dataverse API error: 429 Too Many Requests') + }) +}) + +describe('microsoft_dynamics_365 CRM record identity', () => { + const createParams: DataverseCreateRecordParams = { + accessToken: ACCESS_TOKEN, + instanceUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_URL, + entitySetName: 'accounts', + data: { name: 'Contoso' }, + } + const getParams: DataverseGetRecordParams = { + accessToken: ACCESS_TOKEN, + instanceUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_URL, + entitySetName: 'accounts', + recordId: LEAD_ID, + } + + it('uses the mapped primary key for create instead of the first id-like response field', async () => { + const record = { + address1_addressid: CURRENCY_ID, + accountid: LEAD_ID, + name: 'Contoso', + } + + await expect( + microsoftDynamics365CreateRecordTool.transformResponse!( + Response.json(record, { status: 201 }), + createParams + ) + ).resolves.toEqual({ + success: true, + output: { recordId: LEAD_ID, record, success: true }, + }) + }) + + it('rejects malformed or primary-key-less create representations', async () => { + await expect( + microsoftDynamics365CreateRecordTool.transformResponse!( + new Response('not-json', { status: 201 }), + createParams + ) + ).rejects.toThrow(/expected a JSON object/) + await expect( + microsoftDynamics365CreateRecordTool.transformResponse!( + Response.json({ address1_addressid: CURRENCY_ID }, { status: 201 }), + createParams + ) + ).rejects.toThrow(/accountid must be a GUID string/) + }) + + it('rejects non-object create and update bodies in direct invocation', () => { + expect(() => + microsoftDynamics365CreateRecordTool.request.body!({ + ...createParams, + data: [] as unknown as Record, + }) + ).toThrow('Record data must be a JSON object') + expect(() => + microsoftDynamics365UpdateRecordTool.request.body!({ + accessToken: ACCESS_TOKEN, + instanceUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_URL, + entitySetName: 'accounts', + recordId: LEAD_ID, + data: '[]' as unknown as Record, + }) + ).toThrow('Record data must be a JSON object') + }) + + it('returns the validated requested ID for get regardless of response key order', async () => { + const record = { + address1_addressid: CURRENCY_ID, + accountid: LEAD_ID, + name: 'Contoso', + } + + await expect( + microsoftDynamics365GetRecordTool.transformResponse!(Response.json(record), getParams) + ).resolves.toEqual({ + success: true, + output: { recordId: LEAD_ID, record, success: true }, + }) + }) +}) + +describe('microsoft_dynamics_365_search response validation', () => { + it('validates and preserves the documented bounded request values', () => { + expect( + microsoftDynamics365SearchRecordsTool.request.body!({ + ...SEARCH_PARAMS, + searchTerm: ' Contoso ', + entities: JSON.stringify([{ name: 'account' }]), + top: 100, + skip: 0, + }) + ).toEqual({ + search: 'Contoso', + count: true, + entities: JSON.stringify([{ name: 'account' }]), + top: 100, + skip: 0, + }) + }) + + it.each([ + [{ ...SEARCH_PARAMS, searchTerm: ' ' }, /searchTerm must be a non-empty string/], + [{ ...SEARCH_PARAMS, searchTerm: 'x'.repeat(101) }, /at most 100 characters/], + [{ ...SEARCH_PARAMS, top: 0 }, /top must be an integer from 1 to 100/], + [{ ...SEARCH_PARAMS, top: 101 }, /top must be an integer from 1 to 100/], + [{ ...SEARCH_PARAMS, top: 1.5 }, /top must be a 32-bit integer/], + [{ ...SEARCH_PARAMS, skip: -1 }, /skip must be a nonnegative integer/], + [{ ...SEARCH_PARAMS, skip: 1.5 }, /skip must be a 32-bit integer/], + [{ ...SEARCH_PARAMS, searchMode: 'some' }, /searchMode must be any or all/], + [{ ...SEARCH_PARAMS, searchType: 'semantic' }, /searchType must be simple or lucene/], + ])('rejects an invalid search request', (params, expectedError) => { + expect(() => microsoftDynamics365SearchRecordsTool.request.body!(params)).toThrow(expectedError) + }) + + it('parses the documented escaped response and tolerates unrelated fields', async () => { + const innerResponse = { + Error: null, + Value: [ + { + Id: 'record-1', + EntityName: 'account', + ObjectTypeCode: 1, + Attributes: { name: 'Contoso' }, + Highlights: { name: ['{crmhit}Contoso{/crmhit}'] }, + Score: 1.5, + futureResultField: 'preserved', + }, + ], + Facets: { entityname: [{ count: 1, value: 'account' }] }, + Count: 1, + futureResponseField: true, + } + + const response = Response.json({ + '@odata.context': `${ENVIRONMENT_URL}/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.searchqueryResponse`, + response: JSON.stringify(innerResponse), + unrelatedOuterField: true, + }) + + await expect( + microsoftDynamics365SearchRecordsTool.transformResponse!(response, SEARCH_PARAMS) + ).resolves.toEqual({ + success: true, + output: { + results: innerResponse.Value, + totalCount: 1, + count: 1, + facets: innerResponse.Facets, + success: true, + }, + }) + }) + + it('preserves an empty search page and valid zero count', async () => { + await expect( + microsoftDynamics365SearchRecordsTool.transformResponse!( + Response.json({ response: JSON.stringify({ Error: null, Value: [], Count: 0 }) }), + SEARCH_PARAMS + ) + ).resolves.toEqual({ + success: true, + output: { results: [], totalCount: 0, count: 0, facets: null, success: true }, + }) + }) + + it.each([ + {}, + { response: {} }, + { response: '{not-json' }, + { response: JSON.stringify({ Count: 0 }) }, + { response: JSON.stringify({ Value: [], Count: '0' }) }, + { response: JSON.stringify({ Value: [null], Count: 1 }) }, + { response: JSON.stringify({ Value: [{}], Count: 1 }) }, + { + response: JSON.stringify({ + Value: [ + { + Id: 'record-1', + EntityName: 'account', + ObjectTypeCode: 1, + Attributes: {}, + Score: Number.NaN, + }, + ], + Count: 1, + }), + }, + { + response: JSON.stringify({ + Value: [ + { + Id: 'record-1', + EntityName: 'account', + ObjectTypeCode: 1.5, + Attributes: {}, + Score: 1, + }, + ], + Count: 1, + }), + }, + { + response: JSON.stringify({ + Value: [ + { + Id: 'record-1', + EntityName: 'account', + ObjectTypeCode: 1, + Attributes: {}, + Highlights: { name: 'not-an-array' }, + Score: 1, + }, + ], + Count: 1, + }), + }, + { + response: JSON.stringify({ + Value: [ + { + Id: 'record-1', + EntityName: 'account', + ObjectTypeCode: 1, + Attributes: {}, + Score: 1, + }, + ], + Facets: { entityname: 'not-an-array' }, + Count: 1, + }), + }, + ])('rejects a malformed successful search response', async (payload) => { + await expect( + microsoftDynamics365SearchRecordsTool.transformResponse!( + Response.json(payload), + SEARCH_PARAMS + ) + ).rejects.toThrow(/invalid Dataverse search response/i) + }) + + it('surfaces a documented provider error delivered inside HTTP 200', async () => { + const response = Response.json({ + response: JSON.stringify({ + Error: { + code: 'SearchServiceError', + message: 'Dataverse Search is unavailable for this environment', + propertybag: { correlationId: 'correlation-1' }, + }, + Value: [], + Count: 0, + }), + }) + + await expect( + microsoftDynamics365SearchRecordsTool.transformResponse!(response, SEARCH_PARAMS) + ).rejects.toThrow('Dataverse Search is unavailable for this environment') + }) +}) + +describe('microsoft_dynamics_365_qualify_lead', () => { + it('builds the exact bound action URL and conservative minimal body', () => { + expect(resolveUrl(microsoftDynamics365QualifyLeadTool.request.url, QUALIFY_PARAMS)).toBe( + `${ENVIRONMENT_URL}/api/data/v9.2/leads(${LEAD_ID})/Microsoft.Dynamics.CRM.QualifyLead` + ) + expect(microsoftDynamics365QualifyLeadTool.request.method).toBe('POST') + expect(microsoftDynamics365QualifyLeadTool.request.headers(QUALIFY_PARAMS)).toMatchObject({ + Authorization: `Bearer ${ACCESS_TOKEN}`, + 'Content-Type': 'application/json', + 'OData-MaxVersion': '4.0', + 'OData-Version': '4.0', + }) + expect(microsoftDynamics365QualifyLeadTool.request.body!(QUALIFY_PARAMS)).toEqual({ + CreateAccount: true, + CreateContact: true, + CreateOpportunity: false, + Status: 3, + }) + }) + + it('preserves explicit false booleans and a zero status reason', () => { + expect( + microsoftDynamics365QualifyLeadTool.request.body!({ + ...QUALIFY_PARAMS, + createAccount: false, + createContact: false, + statusReason: 0, + }) + ).toEqual({ + CreateAccount: false, + CreateContact: false, + CreateOpportunity: false, + Status: 0, + }) + }) + + it.each([ + [false, false, false], + [false, false, true], + [false, true, false], + [false, true, true], + [true, false, false], + [true, false, true], + [true, true, false], + [true, true, true], + ])( + 'preserves the create flags for account=%s contact=%s opportunity=%s', + (createAccount, createContact, createOpportunity) => { + expect( + microsoftDynamics365QualifyLeadTool.request.body!({ + ...QUALIFY_PARAMS, + createAccount, + createContact, + createOpportunity, + }) + ).toMatchObject({ + CreateAccount: createAccount, + CreateContact: createContact, + CreateOpportunity: createOpportunity, + }) + } + ) + + it('serializes documented opportunity entity references only when requested', () => { + expect( + microsoftDynamics365QualifyLeadTool.request.body!({ + ...QUALIFY_PARAMS, + createOpportunity: true, + opportunityCurrencyId: CURRENCY_ID, + opportunityCustomerId: CUSTOMER_ID, + opportunityCustomerType: 'account', + sourceCampaignId: CAMPAIGN_ID, + processInstanceId: PROCESS_INSTANCE_ID, + processInstanceEntityType: 'leadtoopportunitysalesprocess', + }) + ).toEqual({ + CreateAccount: true, + CreateContact: true, + CreateOpportunity: true, + Status: 3, + OpportunityCurrencyId: { + '@odata.type': 'Microsoft.Dynamics.CRM.transactioncurrency', + transactioncurrencyid: CURRENCY_ID, + }, + OpportunityCustomerId: { + '@odata.type': 'Microsoft.Dynamics.CRM.account', + accountid: CUSTOMER_ID, + }, + SourceCampaignId: { + '@odata.type': 'Microsoft.Dynamics.CRM.campaign', + campaignid: CAMPAIGN_ID, + }, + ProcessInstanceId: { + '@odata.type': 'Microsoft.Dynamics.CRM.leadtoopportunitysalesprocess', + businessprocessflowinstanceid: PROCESS_INSTANCE_ID, + }, + }) + }) + + it('allows opportunity creation without optional currency or customer references', () => { + expect( + microsoftDynamics365QualifyLeadTool.request.body!({ + ...QUALIFY_PARAMS, + createOpportunity: true, + }) + ).toEqual({ + CreateAccount: true, + CreateContact: true, + CreateOpportunity: true, + Status: 3, + }) + }) + + it.each([ + { opportunityCurrencyId: CURRENCY_ID }, + { opportunityCustomerId: CUSTOMER_ID, opportunityCustomerType: 'contact' as const }, + { sourceCampaignId: CAMPAIGN_ID }, + { + processInstanceId: PROCESS_INSTANCE_ID, + processInstanceEntityType: 'leadtoopportunitysalesprocess', + }, + ])('rejects opportunity-only details when opportunity creation is false', (details) => { + expect(() => + microsoftDynamics365QualifyLeadTool.request.body!({ ...QUALIFY_PARAMS, ...details }) + ).toThrow(/only be provided when createOpportunity is true/) + }) + + it('requires customer ID and type together', () => { + expect(() => + microsoftDynamics365QualifyLeadTool.request.body!({ + ...QUALIFY_PARAMS, + createOpportunity: true, + opportunityCustomerId: CUSTOMER_ID, + }) + ).toThrow(/must be provided together/) + expect(() => + microsoftDynamics365QualifyLeadTool.request.body!({ + ...QUALIFY_PARAMS, + createOpportunity: true, + opportunityCustomerId: CUSTOMER_ID, + opportunityCustomerType: 'lead' as unknown as 'account', + }) + ).toThrow(/must be account or contact/) + }) + + it('requires a valid process instance ID and logical table name together', () => { + expect(() => + microsoftDynamics365QualifyLeadTool.request.body!({ + ...QUALIFY_PARAMS, + createOpportunity: true, + processInstanceId: PROCESS_INSTANCE_ID, + }) + ).toThrow(/must be provided together/) + expect(() => + microsoftDynamics365QualifyLeadTool.request.body!({ + ...QUALIFY_PARAMS, + createOpportunity: true, + processInstanceId: PROCESS_INSTANCE_ID, + processInstanceEntityType: 'bad/type', + }) + ).toThrow(/valid Dataverse logical table name/) + }) + + it('rejects a non-boolean direct invocation and an unsafe lead ID', () => { + expect(() => + microsoftDynamics365QualifyLeadTool.request.body!({ + ...QUALIFY_PARAMS, + createAccount: 0 as unknown as boolean, + }) + ).toThrow('createAccount must be a boolean') + expect(() => + resolveUrl(microsoftDynamics365QualifyLeadTool.request.url, { + ...QUALIFY_PARAMS, + leadId: `${LEAD_ID})/contacts`, + }) + ).toThrow('leadId must be a valid GUID') + }) + + it('preserves an open-world QualifyLead result collection', async () => { + const value = [ + { + '@odata.type': '#Microsoft.Dynamics.CRM.account', + accountid: CUSTOMER_ID, + futureField: true, + }, + ] + await expect( + microsoftDynamics365QualifyLeadTool.transformResponse!( + Response.json({ value, futureField: 7 }) + ) + ).resolves.toEqual({ success: true, output: { createdEntities: value, success: true } }) + }) + + it.each([{}, { value: null }, { value: [null] }])( + 'rejects a malformed successful QualifyLead response', + async (payload) => { + await expect( + microsoftDynamics365QualifyLeadTool.transformResponse!(Response.json(payload)) + ).rejects.toThrow(/Invalid Dataverse QualifyLead response/) + } + ) + + it('surfaces bounded JSON and text errors', async () => { + await expect( + microsoftDynamics365QualifyLeadTool.transformResponse!( + Response.json( + { error: { code: '0x8004', message: 'Lead cannot be qualified' } }, + { status: 400 } + ) + ) + ).rejects.toThrow('Lead cannot be qualified') + + await expect( + microsoftDynamics365QualifyLeadTool.transformResponse!( + new Response('Plugin execution failed', { status: 403 }) + ) + ).rejects.toThrow('Plugin execution failed') + + await expect( + microsoftDynamics365QualifyLeadTool.transformResponse!( + new Response('x'.repeat(DATAVERSE_MAX_ERROR_BODY_BYTES + 1), { + status: 429, + statusText: 'Too Many Requests', + }) + ) + ).rejects.toThrow('Dataverse API error: 429 Too Many Requests') + }) +}) + +describe('microsoft_dynamics_365_close_opportunity', () => { + it('does not enable automatic retries for lifecycle mutations', () => { + expect(microsoftDynamics365QualifyLeadTool.request.retry).toBeUndefined() + expect(microsoftDynamics365CloseOpportunityTool.request.retry).toBeUndefined() + expect(microsoftDynamics365CloseCaseTool.request.retry).toBeUndefined() + }) + + it.each([ + ['won' as const, 'WinOpportunity', 3], + ['lost' as const, 'LoseOpportunity', 4], + ])('builds the exact %s action request', (outcome, action, status) => { + const params = { ...CLOSE_OPPORTUNITY_PARAMS, outcome } + expect(resolveUrl(microsoftDynamics365CloseOpportunityTool.request.url, params)).toBe( + `${ENVIRONMENT_URL}/api/data/v9.2/${action}` + ) + expect(microsoftDynamics365CloseOpportunityTool.request.body!(params)).toEqual({ + OpportunityClose: { + 'opportunityid@odata.bind': `/opportunities(${OPPORTUNITY_ID})`, + subject: 'Opportunity won', + }, + Status: status, + }) + }) + + it('preserves optional text and a zero custom status reason', () => { + expect( + microsoftDynamics365CloseOpportunityTool.request.body!({ + ...CLOSE_OPPORTUNITY_PARAMS, + description: '', + statusReason: 0, + }) + ).toEqual({ + OpportunityClose: { + 'opportunityid@odata.bind': `/opportunities(${OPPORTUNITY_ID})`, + subject: 'Opportunity won', + description: '', + }, + Status: 0, + }) + }) + + it('rejects invalid outcomes, GUIDs, and subjects', () => { + expect(() => + resolveUrl(microsoftDynamics365CloseOpportunityTool.request.url, { + ...CLOSE_OPPORTUNITY_PARAMS, + outcome: 'open' as unknown as 'won', + }) + ).toThrow('outcome must be won or lost') + expect(() => + microsoftDynamics365CloseOpportunityTool.request.body!({ + ...CLOSE_OPPORTUNITY_PARAMS, + opportunityId: 'not-a-guid', + }) + ).toThrow('opportunityId must be a valid GUID') + expect(() => + microsoftDynamics365CloseOpportunityTool.request.body!({ + ...CLOSE_OPPORTUNITY_PARAMS, + subject: 'x'.repeat(201), + }) + ).toThrow(/at most 200 characters/) + }) + + it('accepts the documented 204 and returns only caller-known values', async () => { + await expect( + microsoftDynamics365CloseOpportunityTool.transformResponse!( + new Response(null, { status: 204 }), + CLOSE_OPPORTUNITY_PARAMS + ) + ).resolves.toEqual({ + success: true, + output: { opportunityId: OPPORTUNITY_ID, outcome: 'won', success: true }, + }) + }) + + it('rejects an undocumented successful response status', async () => { + await expect( + microsoftDynamics365CloseOpportunityTool.transformResponse!( + Response.json({}, { status: 200 }), + CLOSE_OPPORTUNITY_PARAMS + ) + ).rejects.toThrow('expected HTTP 204, received 200') + }) +}) + +describe('microsoft_dynamics_365_close_case', () => { + it('builds the exact CloseIncident body and preserves zero values', () => { + expect(resolveUrl(microsoftDynamics365CloseCaseTool.request.url, CLOSE_CASE_PARAMS)).toBe( + `${ENVIRONMENT_URL}/api/data/v9.2/CloseIncident` + ) + expect( + microsoftDynamics365CloseCaseTool.request.body!({ + ...CLOSE_CASE_PARAMS, + description: 'Resolved with customer', + timeSpent: 0, + statusReason: 0, + }) + ).toEqual({ + IncidentResolution: { + 'incidentid@odata.bind': `/incidents(${CASE_ID})`, + subject: 'Case resolved', + description: 'Resolved with customer', + timespent: 0, + }, + Status: 0, + }) + }) + + it('uses the documented resolved-status default', () => { + expect(microsoftDynamics365CloseCaseTool.request.body!(CLOSE_CASE_PARAMS)).toEqual({ + IncidentResolution: { + 'incidentid@odata.bind': `/incidents(${CASE_ID})`, + subject: 'Case resolved', + }, + Status: 5, + }) + }) + + it.each([-1, 1.5, 2_147_483_648])('rejects invalid time spent', (timeSpent) => { + expect(() => + microsoftDynamics365CloseCaseTool.request.body!({ ...CLOSE_CASE_PARAMS, timeSpent }) + ).toThrow(/timeSpent/) + }) + + it('rejects invalid case IDs and resolution subjects', () => { + expect(() => + microsoftDynamics365CloseCaseTool.request.body!({ + ...CLOSE_CASE_PARAMS, + caseId: 'not-a-guid', + }) + ).toThrow('caseId must be a valid GUID') + expect(() => + microsoftDynamics365CloseCaseTool.request.body!({ + ...CLOSE_CASE_PARAMS, + subject: 'x'.repeat(201), + }) + ).toThrow(/at most 200 characters/) + }) + + it('accepts the documented 204 and returns only the caller-known case ID', async () => { + await expect( + microsoftDynamics365CloseCaseTool.transformResponse!( + new Response(null, { status: 204 }), + CLOSE_CASE_PARAMS + ) + ).resolves.toEqual({ success: true, output: { caseId: CASE_ID, success: true } }) + }) + + it('rejects an undocumented successful response status', async () => { + await expect( + microsoftDynamics365CloseCaseTool.transformResponse!( + Response.json({}, { status: 200 }), + CLOSE_CASE_PARAMS + ) + ).rejects.toThrow('expected HTTP 204, received 200') + }) +}) diff --git a/apps/sim/tools/microsoft_dynamics_365/get_record.ts b/apps/sim/tools/microsoft_dynamics_365/get_record.ts new file mode 100644 index 00000000000..2822c59f619 --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/get_record.ts @@ -0,0 +1,141 @@ +import { createLogger } from '@sim/logger' +import type { + DataverseGetRecordParams, + DataverseGetRecordResponse, +} from '@/tools/microsoft_dynamics_365/types' +import { DATAVERSE_RECORD_OUTPUT } from '@/tools/microsoft_dynamics_365/types' +import { + getDataverseErrorMessage, + getDynamics365BaseUrl, + getDynamics365RecordEntity, + isDataverseObject, + normalizeDataverseGuid, +} from '@/tools/microsoft_dynamics_365/utils' +import type { ToolConfig } from '@/tools/types' + +const logger = createLogger('DataverseGetRecord') + +export const microsoftDynamics365GetRecordTool: ToolConfig< + DataverseGetRecordParams, + DataverseGetRecordResponse +> = { + id: 'microsoft_dynamics_365_get_record', + name: 'Get Microsoft Dynamics 365 CRM Record', + description: + 'Retrieve a single record from a Microsoft Dataverse table by its ID. Supports $select and $expand OData query options.', + version: '1.0.0', + + oauth: { required: true, provider: 'microsoft-dataverse' }, + errorExtractor: 'nested-error-object', + + params: { + accessToken: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'OAuth access token for Microsoft Dataverse API', + }, + instanceUrl: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'Trusted Dynamics 365 environment bound to the selected OAuth credential', + }, + environmentUrl: { + type: 'string', + required: true, + visibility: 'user-only', + description: 'Dataverse environment URL (e.g., https://myorg.crm.dynamics.com)', + }, + entitySetName: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'Entity set name (plural table name, e.g., accounts, contacts)', + }, + recordId: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'The unique identifier (GUID) of the record to retrieve', + }, + select: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Comma-separated list of columns to return (OData $select)', + }, + expand: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Navigation properties to expand (OData $expand)', + }, + }, + + request: { + url: (params) => { + const baseUrl = getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl) + const { entitySetName } = getDynamics365RecordEntity(params.entitySetName) + const queryParts: string[] = [] + if (params.select) queryParts.push(`$select=${encodeURIComponent(params.select)}`) + if (params.expand) queryParts.push(`$expand=${encodeURIComponent(params.expand)}`) + const query = queryParts.length > 0 ? `?${queryParts.join('&')}` : '' + const recordId = normalizeDataverseGuid(params.recordId, 'recordId') + return `${baseUrl}/api/data/v9.2/${entitySetName}(${recordId})${query}` + }, + method: 'GET', + headers: (params) => ({ + Authorization: `Bearer ${params.accessToken}`, + 'OData-MaxVersion': '4.0', + 'OData-Version': '4.0', + Accept: 'application/json', + Prefer: 'odata.include-annotations="*"', + }), + }, + + transformResponse: async (response: Response, params?: DataverseGetRecordParams) => { + if (!response.ok) { + const errorMessage = await getDataverseErrorMessage(response) + logger.error('Dataverse get record failed', { status: response.status }) + throw new Error(errorMessage) + } + if (response.status !== 200) { + throw new Error( + `Invalid Dataverse get record response: expected HTTP 200, received ${response.status}` + ) + } + + let data: unknown + try { + data = await response.json() + } catch { + throw new Error('Invalid Dataverse get record response: expected a JSON object') + } + if (!isDataverseObject(data)) { + throw new Error('Invalid Dataverse get record response: expected a JSON object') + } + if (!params) { + throw new Error('Invalid Dataverse get record response: request context is required') + } + const recordId = normalizeDataverseGuid(params.recordId, 'recordId') + + return { + success: true, + output: { + record: data, + recordId, + success: true, + }, + } + }, + + outputs: { + record: DATAVERSE_RECORD_OUTPUT, + recordId: { + type: 'string', + description: 'The requested record ID', + }, + success: { type: 'boolean', description: 'Whether the record was retrieved successfully' }, + }, +} diff --git a/apps/sim/tools/microsoft_dynamics_365/index.ts b/apps/sim/tools/microsoft_dynamics_365/index.ts new file mode 100644 index 00000000000..a8243ba3bc2 --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/index.ts @@ -0,0 +1,28 @@ +export { microsoftDynamics365CloseCaseTool } from './close_case' +export { microsoftDynamics365CloseOpportunityTool } from './close_opportunity' +export { microsoftDynamics365CreateRecordTool } from './create_record' +export { microsoftDynamics365GetRecordTool } from './get_record' +export { microsoftDynamics365ListRecordsTool } from './list_records' +export { microsoftDynamics365QualifyLeadTool } from './qualify_lead' +export { microsoftDynamics365SearchRecordsTool } from './search_records' +export type { + DataverseCloseCaseParams, + DataverseCloseCaseResponse, + DataverseCloseOpportunityParams, + DataverseCloseOpportunityResponse, + DataverseCreateRecordParams, + DataverseCreateRecordResponse, + DataverseGetRecordParams, + DataverseGetRecordResponse, + DataverseListRecordsParams, + DataverseListRecordsResponse, + DataverseOpportunityOutcome, + DataverseQualifyLeadParams, + DataverseQualifyLeadResponse, + DataverseResponse, + DataverseSearchParams, + DataverseSearchResponse, + DataverseUpdateRecordParams, + DataverseUpdateRecordResponse, +} from './types' +export { microsoftDynamics365UpdateRecordTool } from './update_record' diff --git a/apps/sim/tools/microsoft_dynamics_365/list_records.ts b/apps/sim/tools/microsoft_dynamics_365/list_records.ts new file mode 100644 index 00000000000..b6635044c81 --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/list_records.ts @@ -0,0 +1,292 @@ +import { createLogger } from '@sim/logger' +import type { + DataverseListRecordsParams, + DataverseListRecordsResponse, +} from '@/tools/microsoft_dynamics_365/types' +import { DATAVERSE_RECORDS_ARRAY_OUTPUT } from '@/tools/microsoft_dynamics_365/types' +import { + getDataverseErrorMessage, + getDynamics365BaseUrl, + isDataverseObject, + normalizeDynamics365ListEntitySetName, +} from '@/tools/microsoft_dynamics_365/utils' +import type { ToolConfig } from '@/tools/types' + +const logger = createLogger('DataverseListRecords') +const DATAVERSE_MAX_NEXT_LINK_LENGTH = 32_768 + +function assertDynamics365ListNextLink( + value: string, + baseUrl: string, + entitySetName: string +): string { + if ( + value.length === 0 || + value.length > DATAVERSE_MAX_NEXT_LINK_LENGTH || + value !== value.trim() + ) { + throw new Error( + `nextLink must be a non-empty URL of at most ${DATAVERSE_MAX_NEXT_LINK_LENGTH} characters` + ) + } + + let nextUrl: URL + try { + nextUrl = new URL(value) + } catch { + throw new Error('nextLink must be a valid URL') + } + + if ( + nextUrl.protocol !== 'https:' || + nextUrl.username !== '' || + nextUrl.password !== '' || + nextUrl.hash !== '' || + nextUrl.origin !== baseUrl || + nextUrl.pathname !== `/api/data/v9.2/${entitySetName}` + ) { + throw new Error('nextLink must stay on the selected environment and CRM table') + } + + return value +} + +export const microsoftDynamics365ListRecordsTool: ToolConfig< + DataverseListRecordsParams, + DataverseListRecordsResponse +> = { + id: 'microsoft_dynamics_365_list_records', + name: 'List Microsoft Dynamics 365 CRM Records', + description: + 'Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination.', + version: '1.0.0', + + oauth: { required: true, provider: 'microsoft-dataverse' }, + errorExtractor: 'nested-error-object', + + params: { + accessToken: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'OAuth access token for Microsoft Dataverse API', + }, + instanceUrl: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'Trusted Dynamics 365 environment bound to the selected OAuth credential', + }, + environmentUrl: { + type: 'string', + required: true, + visibility: 'user-only', + description: 'Dataverse environment URL (e.g., https://myorg.crm.dynamics.com)', + }, + entitySetName: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'Entity set name (plural table name, e.g., accounts, contacts)', + }, + select: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Comma-separated list of columns to return (OData $select)', + }, + filter: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'OData $filter expression (e.g., statecode eq 0)', + }, + orderBy: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'OData $orderby expression (e.g., name asc, createdon desc)', + }, + pageSize: { + type: 'number', + required: false, + visibility: 'user-or-llm', + description: 'Maximum records in this page (default and maximum: 100)', + }, + expand: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Navigation properties to expand (OData $expand)', + }, + count: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Set to "true" to include total record count in response (OData $count)', + }, + nextLink: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Exact nextLink returned by a previous page of this operation', + }, + }, + + request: { + url: (params) => { + const baseUrl = getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl) + const entitySetName = normalizeDynamics365ListEntitySetName(params.entitySetName) + if (params.nextLink) { + return assertDynamics365ListNextLink(params.nextLink, baseUrl, entitySetName) + } + const queryParts: string[] = [] + if (params.select) queryParts.push(`$select=${encodeURIComponent(params.select)}`) + if (params.filter) queryParts.push(`$filter=${encodeURIComponent(params.filter)}`) + if (params.orderBy) queryParts.push(`$orderby=${encodeURIComponent(params.orderBy)}`) + if (params.expand) queryParts.push(`$expand=${encodeURIComponent(params.expand)}`) + if (params.count !== undefined) { + if (params.count !== 'true' && params.count !== 'false') { + throw new Error('count must be true or false') + } + queryParts.push(`$count=${params.count}`) + } + const query = queryParts.length > 0 ? `?${queryParts.join('&')}` : '' + return `${baseUrl}/api/data/v9.2/${entitySetName}${query}` + }, + method: 'GET', + headers: (params) => { + const pageSize = params.pageSize ?? 100 + if (!Number.isInteger(pageSize) || pageSize < 1 || pageSize > 100) { + throw new Error('pageSize must be an integer from 1 to 100') + } + const preferParts = ['odata.include-annotations="*"'] + preferParts.push(`odata.maxpagesize=${pageSize}`) + return { + Authorization: `Bearer ${params.accessToken}`, + 'OData-MaxVersion': '4.0', + 'OData-Version': '4.0', + Accept: 'application/json', + Prefer: preferParts.join(','), + } + }, + }, + + transformResponse: async (response: Response, params?: DataverseListRecordsParams) => { + if (!response.ok) { + const errorMessage = await getDataverseErrorMessage(response) + logger.error('Dataverse list records failed', { status: response.status }) + throw new Error(errorMessage) + } + if (response.status !== 200) { + throw new Error( + `Invalid Dataverse list records response: expected HTTP 200, received ${response.status}` + ) + } + + let data: unknown + try { + data = await response.json() + } catch { + throw new Error('Invalid Dataverse list records response: expected a JSON object') + } + + if (!isDataverseObject(data) || !Array.isArray(data.value)) { + throw new Error('Invalid Dataverse list records response: value must be an array') + } + if (!data.value.every(isDataverseObject)) { + throw new Error('Invalid Dataverse list records response: every value item must be an object') + } + + const rawNextLink = data['@odata.nextLink'] + if ( + rawNextLink !== undefined && + rawNextLink !== null && + (typeof rawNextLink !== 'string' || rawNextLink.length === 0) + ) { + throw new Error('Invalid Dataverse list records response: @odata.nextLink must be a string') + } + if (typeof rawNextLink === 'string') { + if (!params) { + throw new Error( + 'Invalid Dataverse list records response: request context is required for @odata.nextLink' + ) + } + try { + const baseUrl = getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl) + const entitySetName = normalizeDynamics365ListEntitySetName(params.entitySetName) + assertDynamics365ListNextLink(rawNextLink, baseUrl, entitySetName) + } catch { + throw new Error( + 'Invalid Dataverse list records response: @odata.nextLink must stay on the selected environment and CRM table' + ) + } + } + + const rawTotalCount = data['@odata.count'] + if ( + rawTotalCount !== undefined && + rawTotalCount !== null && + (typeof rawTotalCount !== 'number' || + !Number.isSafeInteger(rawTotalCount) || + rawTotalCount < 0) + ) { + throw new Error( + 'Invalid Dataverse list records response: @odata.count must be a nonnegative integer' + ) + } + + const rawTotalCountLimitExceeded = data['@Microsoft.Dynamics.CRM.totalrecordcountlimitexceeded'] + if ( + rawTotalCountLimitExceeded !== undefined && + rawTotalCountLimitExceeded !== null && + typeof rawTotalCountLimitExceeded !== 'boolean' + ) { + throw new Error( + 'Invalid Dataverse list records response: totalrecordcountlimitexceeded must be a boolean' + ) + } + + const records = data.value + const nextLink = rawNextLink ?? null + const totalCount = rawTotalCount ?? null + const totalCountLimitExceeded = rawTotalCountLimitExceeded ?? null + + return { + success: true, + output: { + records, + count: records.length, + totalCount, + totalCountLimitExceeded, + nextLink, + success: true, + }, + } + }, + + outputs: { + records: DATAVERSE_RECORDS_ARRAY_OUTPUT, + count: { type: 'number', description: 'Number of records returned in the current page' }, + totalCount: { + type: 'number', + description: + 'Provider-reported matching-record count, which Dataverse may cap (requires $count=true)', + optional: true, + nullable: true, + }, + totalCountLimitExceeded: { + type: 'boolean', + description: 'Whether Dataverse capped the provider-reported matching-record count', + optional: true, + nullable: true, + }, + nextLink: { + type: 'string', + description: 'URL for the next page of results', + optional: true, + nullable: true, + }, + success: { type: 'boolean', description: 'Operation success status' }, + }, +} diff --git a/apps/sim/tools/microsoft_dynamics_365/qualify_lead.ts b/apps/sim/tools/microsoft_dynamics_365/qualify_lead.ts new file mode 100644 index 00000000000..73b90a897a9 --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/qualify_lead.ts @@ -0,0 +1,264 @@ +import { createLogger } from '@sim/logger' +import type { + DataverseQualifyLeadParams, + DataverseQualifyLeadResponse, +} from '@/tools/microsoft_dynamics_365/types' +import { + getDataverseErrorMessage, + getDynamics365BaseUrl, + isDataverseObject, + normalizeDataverseGuid, + parseDataverseBoolean, + parseDataverseInt32, +} from '@/tools/microsoft_dynamics_365/utils' +import type { ToolConfig } from '@/tools/types' + +const logger = createLogger('DataverseQualifyLead') + +export const microsoftDynamics365QualifyLeadTool: ToolConfig< + DataverseQualifyLeadParams, + DataverseQualifyLeadResponse +> = { + id: 'microsoft_dynamics_365_qualify_lead', + name: 'Qualify Microsoft Dynamics 365 Lead', + description: + 'Qualify a Dynamics 365 Sales lead and optionally create linked account, contact, and opportunity records.', + version: '1.0.0', + + oauth: { required: true, provider: 'microsoft-dataverse' }, + errorExtractor: 'nested-error-object', + + params: { + accessToken: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'OAuth access token for Microsoft Dataverse API', + }, + instanceUrl: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'Trusted Dynamics 365 environment bound to the selected OAuth credential', + }, + environmentUrl: { + type: 'string', + required: true, + visibility: 'user-only', + description: 'Dynamics 365 environment URL (e.g., https://myorg.crm.dynamics.com)', + }, + leadId: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'GUID of the lead to qualify', + }, + createAccount: { + type: 'boolean', + required: true, + visibility: 'user-or-llm', + description: 'Whether to create an account from the lead', + }, + createContact: { + type: 'boolean', + required: true, + visibility: 'user-or-llm', + description: 'Whether to create a contact from the lead', + }, + createOpportunity: { + type: 'boolean', + required: true, + visibility: 'user-or-llm', + description: 'Whether to create an opportunity from the lead', + }, + statusReason: { + type: 'number', + required: false, + visibility: 'user-or-llm', + description: 'Qualified lead status-reason value (default: 3)', + }, + opportunityCurrencyId: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Optional transaction currency GUID for the created opportunity', + }, + opportunityCustomerId: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Optional account or contact GUID for the created opportunity customer', + }, + opportunityCustomerType: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Customer table type for opportunityCustomerId: account or contact', + }, + sourceCampaignId: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Optional source campaign GUID for the created opportunity', + }, + processInstanceId: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Optional business process flow instance GUID for the created opportunity', + }, + processInstanceEntityType: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Logical table name for the business process flow instance', + }, + }, + + request: { + url: (params) => { + const baseUrl = getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl) + const leadId = normalizeDataverseGuid(params.leadId, 'leadId') + return `${baseUrl}/api/data/v9.2/leads(${leadId})/Microsoft.Dynamics.CRM.QualifyLead` + }, + method: 'POST', + headers: (params) => ({ + Authorization: `Bearer ${params.accessToken}`, + 'Content-Type': 'application/json', + 'OData-MaxVersion': '4.0', + 'OData-Version': '4.0', + Accept: 'application/json', + }), + body: (params) => { + const createAccount = parseDataverseBoolean(params.createAccount, 'createAccount') + const createContact = parseDataverseBoolean(params.createContact, 'createContact') + const createOpportunity = parseDataverseBoolean(params.createOpportunity, 'createOpportunity') + const status = + params.statusReason === undefined + ? 3 + : parseDataverseInt32(params.statusReason, 'statusReason') + const opportunityOnlyFields = [ + params.opportunityCurrencyId, + params.opportunityCustomerId, + params.opportunityCustomerType, + params.sourceCampaignId, + params.processInstanceId, + params.processInstanceEntityType, + ] + if (!createOpportunity && opportunityOnlyFields.some((value) => value !== undefined)) { + throw new Error('Opportunity details can only be provided when createOpportunity is true') + } + + const hasCustomerId = params.opportunityCustomerId !== undefined + const hasCustomerType = params.opportunityCustomerType !== undefined + if (hasCustomerId !== hasCustomerType) { + throw new Error( + 'opportunityCustomerId and opportunityCustomerType must be provided together' + ) + } + + const body: Record = { + CreateAccount: createAccount, + CreateContact: createContact, + CreateOpportunity: createOpportunity, + Status: status, + } + + if (params.opportunityCurrencyId !== undefined) { + body.OpportunityCurrencyId = { + '@odata.type': 'Microsoft.Dynamics.CRM.transactioncurrency', + transactioncurrencyid: normalizeDataverseGuid( + params.opportunityCurrencyId, + 'opportunityCurrencyId' + ), + } + } + + if (hasCustomerId && hasCustomerType) { + const customerType = params.opportunityCustomerType + if (customerType !== 'account' && customerType !== 'contact') { + throw new Error('opportunityCustomerType must be account or contact') + } + const customerId = normalizeDataverseGuid( + params.opportunityCustomerId as string, + 'opportunityCustomerId' + ) + body.OpportunityCustomerId = { + '@odata.type': `Microsoft.Dynamics.CRM.${customerType}`, + [`${customerType}id`]: customerId, + } + } + + if (params.sourceCampaignId !== undefined) { + body.SourceCampaignId = { + '@odata.type': 'Microsoft.Dynamics.CRM.campaign', + campaignid: normalizeDataverseGuid(params.sourceCampaignId, 'sourceCampaignId'), + } + } + + const hasProcessInstanceId = params.processInstanceId !== undefined + const hasProcessInstanceEntityType = params.processInstanceEntityType !== undefined + if (hasProcessInstanceId !== hasProcessInstanceEntityType) { + throw new Error('processInstanceId and processInstanceEntityType must be provided together') + } + if (hasProcessInstanceId && hasProcessInstanceEntityType) { + const entityType = params.processInstanceEntityType as string + if (!/^[A-Za-z_][A-Za-z0-9_]{0,127}$/.test(entityType)) { + throw new Error('processInstanceEntityType must be a valid Dataverse logical table name') + } + body.ProcessInstanceId = { + '@odata.type': `Microsoft.Dynamics.CRM.${entityType}`, + businessprocessflowinstanceid: normalizeDataverseGuid( + params.processInstanceId as string, + 'processInstanceId' + ), + } + } + + return body + }, + }, + + transformResponse: async (response: Response) => { + if (!response.ok) { + const errorMessage = await getDataverseErrorMessage(response) + logger.error('Dataverse qualify lead failed', { status: response.status }) + throw new Error(errorMessage) + } + + let data: unknown + try { + data = await response.json() + } catch { + throw new Error('Invalid Dataverse QualifyLead response: expected a JSON object') + } + if (!isDataverseObject(data) || !Array.isArray(data.value)) { + throw new Error('Invalid Dataverse QualifyLead response: value must be an array') + } + if (!data.value.every(isDataverseObject)) { + throw new Error('Invalid Dataverse QualifyLead response: every value item must be an object') + } + + return { + success: true, + output: { + createdEntities: data.value, + success: true, + }, + } + }, + + outputs: { + createdEntities: { + type: 'array', + description: + 'Entity references returned by Dataverse for records created while qualifying the lead', + items: { + type: 'json', + description: + 'A provider-defined account, contact, or opportunity entity reference returned by Dataverse', + }, + }, + success: { type: 'boolean', description: 'Whether the lead was qualified successfully' }, + }, +} diff --git a/apps/sim/tools/microsoft_dynamics_365/search_records.ts b/apps/sim/tools/microsoft_dynamics_365/search_records.ts new file mode 100644 index 00000000000..345f29844f9 --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/search_records.ts @@ -0,0 +1,338 @@ +import { createLogger } from '@sim/logger' +import type { + DataverseSearchParams, + DataverseSearchResponse, +} from '@/tools/microsoft_dynamics_365/types' +import { + getDataverseErrorMessage, + getDynamics365BaseUrl, + isDataverseObject, + normalizeDynamics365SearchEntities, + parseDataverseInt32, + parseDataverseRequiredString, +} from '@/tools/microsoft_dynamics_365/utils' +import type { ToolConfig } from '@/tools/types' + +const logger = createLogger('DataverseSearch') +const DATAVERSE_INT32_MIN = -2_147_483_648 +const DATAVERSE_INT32_MAX = 2_147_483_647 + +function isDataverseSearchHighlights(value: unknown): value is Record { + return ( + isDataverseObject(value) && + Object.values(value).every( + (highlightValues) => + Array.isArray(highlightValues) && + highlightValues.every((highlight) => typeof highlight === 'string') + ) + ) +} + +function isDataverseSearchFacets( + value: unknown +): value is Record[]> { + return ( + isDataverseObject(value) && + Object.values(value).every( + (facetResults) => + Array.isArray(facetResults) && facetResults.every((facet) => isDataverseObject(facet)) + ) + ) +} + +export const microsoftDynamics365SearchRecordsTool: ToolConfig< + DataverseSearchParams, + DataverseSearchResponse +> = { + id: 'microsoft_dynamics_365_search_records', + name: 'Search Microsoft Dynamics 365 CRM Records', + description: + 'Perform a full-text relevance search across Microsoft Dataverse tables. Requires Dataverse Search to be enabled on the environment. Supports simple and Lucene query syntax.', + version: '1.0.0', + + oauth: { required: true, provider: 'microsoft-dataverse' }, + errorExtractor: 'nested-error-object', + + params: { + accessToken: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'OAuth access token for Microsoft Dataverse API', + }, + instanceUrl: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'Trusted Dynamics 365 environment bound to the selected OAuth credential', + }, + environmentUrl: { + type: 'string', + required: true, + visibility: 'user-only', + description: 'Dataverse environment URL (e.g., https://myorg.crm.dynamics.com)', + }, + searchTerm: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: + 'Search text (1-100 chars). Supports simple syntax: + (AND), | (OR), - (NOT), * (wildcard), "exact phrase"', + }, + entities: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: + 'JSON array of search entity configs. Each object: {"name":"account","selectColumns":["name"],"searchColumns":["name"],"filter":"statecode eq 0"}', + }, + filter: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: + 'Global OData filter applied across all entities (e.g., "createdon gt 2024-01-01")', + }, + facets: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: + 'JSON array of facet specifications (e.g., ["entityname,count:100","ownerid,count:100"])', + }, + top: { + type: 'number', + required: false, + visibility: 'user-or-llm', + description: 'Maximum number of results (default: 50, max: 100)', + }, + skip: { + type: 'number', + required: false, + visibility: 'user-or-llm', + description: 'Number of results to skip for pagination', + }, + orderBy: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'JSON array of sort expressions (e.g., ["createdon desc"])', + }, + searchMode: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: 'Search mode: "any" (default, match any term) or "all" (match all terms)', + }, + searchType: { + type: 'string', + required: false, + visibility: 'user-or-llm', + description: + 'Query type: "simple" (default) or "lucene" (enables regex, fuzzy, proximity, boosting)', + }, + }, + + request: { + url: (params) => { + const baseUrl = getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl) + return `${baseUrl}/api/data/v9.2/searchquery` + }, + method: 'POST', + headers: (params) => ({ + Authorization: `Bearer ${params.accessToken}`, + 'Content-Type': 'application/json', + 'OData-MaxVersion': '4.0', + 'OData-Version': '4.0', + Accept: 'application/json', + }), + body: (params) => { + const searchTerm = parseDataverseRequiredString(params.searchTerm, 'searchTerm', 100) + const body: Record = { + search: searchTerm, + count: true, + } + body.entities = normalizeDynamics365SearchEntities(params.entities) + if (params.filter) body.filter = params.filter + if (params.facets) body.facets = params.facets + if (params.top !== undefined) { + const top = parseDataverseInt32(params.top, 'top') + if (top < 1 || top > 100) { + throw new Error('top must be an integer from 1 to 100') + } + body.top = top + } + if (params.skip !== undefined) { + const skip = parseDataverseInt32(params.skip, 'skip') + if (skip < 0) { + throw new Error('skip must be a nonnegative integer') + } + body.skip = skip + } + if (params.orderBy) body.orderby = params.orderBy + + const options: Record = {} + if (params.searchMode) { + if (params.searchMode !== 'any' && params.searchMode !== 'all') { + throw new Error('searchMode must be any or all') + } + options.searchmode = params.searchMode + } + if (params.searchType) { + if (params.searchType !== 'simple' && params.searchType !== 'lucene') { + throw new Error('searchType must be simple or lucene') + } + options.querytype = params.searchType + } + if (Object.keys(options).length > 0) { + body.options = JSON.stringify(options).replace(/"/g, "'") + } + + return body + }, + }, + + transformResponse: async (response: Response) => { + if (!response.ok) { + const errorMessage = await getDataverseErrorMessage(response) + logger.error('Dataverse search failed', { status: response.status }) + throw new Error(errorMessage) + } + if (response.status !== 200) { + throw new Error( + `Invalid Dataverse search response: expected HTTP 200, received ${response.status}` + ) + } + + let data: unknown + try { + data = await response.json() + } catch { + throw new Error('Invalid Dataverse search response: expected a JSON object') + } + if (!isDataverseObject(data) || typeof data.response !== 'string') { + throw new Error('Invalid Dataverse search response: response must be an escaped JSON string') + } + + let parsedResponse: unknown + try { + parsedResponse = JSON.parse(data.response) + } catch { + throw new Error('Invalid Dataverse search response: response contains invalid JSON') + } + if (!isDataverseObject(parsedResponse)) { + throw new Error('Invalid Dataverse search response: response JSON must be an object') + } + + if (parsedResponse.Error !== undefined && parsedResponse.Error !== null) { + if (isDataverseObject(parsedResponse.Error)) { + const message = parsedResponse.Error.message + const code = parsedResponse.Error.code + if (typeof message === 'string' && message.trim()) { + const suffix = typeof code === 'string' && code.trim() ? ` (${code.trim()})` : '' + throw new Error(`${message.trim()}${suffix}`) + } + if (typeof code === 'string' && code.trim()) { + throw new Error(`Dataverse Search error: ${code.trim()}`) + } + } + throw new Error('Dataverse Search returned an error') + } + + if (!Array.isArray(parsedResponse.Value)) { + throw new Error('Invalid Dataverse search response: Value must be an array') + } + for (const result of parsedResponse.Value) { + if ( + !isDataverseObject(result) || + typeof result.Id !== 'string' || + typeof result.EntityName !== 'string' || + typeof result.ObjectTypeCode !== 'number' || + !Number.isInteger(result.ObjectTypeCode) || + result.ObjectTypeCode < DATAVERSE_INT32_MIN || + result.ObjectTypeCode > DATAVERSE_INT32_MAX || + !isDataverseObject(result.Attributes) || + typeof result.Score !== 'number' || + !Number.isFinite(result.Score) || + (result.Highlights !== undefined && + result.Highlights !== null && + !isDataverseSearchHighlights(result.Highlights)) + ) { + throw new Error( + 'Invalid Dataverse search response: every Value item must contain the documented query-result fields' + ) + } + } + if ( + typeof parsedResponse.Count !== 'number' || + !Number.isSafeInteger(parsedResponse.Count) || + parsedResponse.Count < 0 + ) { + throw new Error('Invalid Dataverse search response: Count must be a nonnegative integer') + } + if ( + parsedResponse.Facets !== undefined && + parsedResponse.Facets !== null && + !isDataverseSearchFacets(parsedResponse.Facets) + ) { + throw new Error('Invalid Dataverse search response: Facets must be an object when returned') + } + + const results = parsedResponse.Value + const totalCount = parsedResponse.Count + const facets = parsedResponse.Facets ?? null + + return { + success: true, + output: { + results, + totalCount, + count: results.length, + facets, + success: true, + }, + } + }, + + outputs: { + results: { + type: 'array', + description: 'Array of search result objects', + items: { + type: 'object', + properties: { + Id: { type: 'string', description: 'Record GUID' }, + EntityName: { + type: 'string', + description: 'Table logical name (e.g., account, contact)', + }, + ObjectTypeCode: { type: 'number', description: 'Entity type code' }, + Attributes: { + type: 'object', + description: 'Record attributes matching the search. Keys are column logical names.', + }, + Highlights: { + type: 'object', + description: + 'Highlighted search matches. Keys are column names, values are arrays of strings with {crmhit}/{/crmhit} markers.', + optional: true, + }, + Score: { type: 'number', description: 'Relevance score for this result' }, + }, + }, + }, + totalCount: { + type: 'number', + description: 'Total number of matching records across all tables', + }, + count: { type: 'number', description: 'Number of results returned in this page' }, + facets: { + type: 'object', + description: + 'Facet results when facets were requested. Keys are facet names, values are arrays of facet value objects with count and value properties.', + optional: true, + nullable: true, + }, + success: { type: 'boolean', description: 'Operation success status' }, + }, +} diff --git a/apps/sim/tools/microsoft_dynamics_365/types.ts b/apps/sim/tools/microsoft_dynamics_365/types.ts new file mode 100644 index 00000000000..d3c649a812c --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/types.ts @@ -0,0 +1,220 @@ +import type { OutputProperty, ToolResponse } from '@/tools/types' + +/** + * Dataverse record output definition. + * Dataverse records are dynamic (user-defined tables), so columns vary by table. + * Every record includes OData metadata fields such as `@odata.etag`. + * @see https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/retrieve-entity-using-web-api + */ +export const DATAVERSE_RECORD_OUTPUT: OutputProperty = { + type: 'object', + description: + 'Dataverse record object. Contains dynamic columns based on the queried table, plus OData metadata fields.', + properties: { + '@odata.context': { + type: 'string', + description: 'OData context URL describing the entity type and properties returned', + optional: true, + }, + '@odata.etag': { + type: 'string', + description: 'OData entity tag for concurrency control (e.g., W/"12345")', + optional: true, + }, + }, +} + +/** + * Array of Dataverse records output definition for list endpoints. + * Each item mirrors `DATAVERSE_RECORD_OUTPUT`. + * @see https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/query-data-web-api + */ +export const DATAVERSE_RECORDS_ARRAY_OUTPUT: OutputProperty = { + type: 'array', + description: + 'Array of Dataverse records. Each record has dynamic columns based on the table schema.', + items: { + type: 'object', + description: 'A single Dataverse record with dynamic columns based on the table schema', + properties: { + '@odata.etag': { + type: 'string', + description: 'OData entity tag for concurrency control (e.g., W/"12345")', + optional: true, + }, + }, + }, +} + +export interface DataverseCreateRecordParams { + accessToken: string + instanceUrl: string + environmentUrl: string + entitySetName: string + data: Record +} + +export interface DataverseGetRecordParams { + accessToken: string + instanceUrl: string + environmentUrl: string + entitySetName: string + recordId: string + select?: string + expand?: string +} + +export interface DataverseUpdateRecordParams { + accessToken: string + instanceUrl: string + environmentUrl: string + entitySetName: string + recordId: string + data: Record +} + +export interface DataverseListRecordsParams { + accessToken: string + instanceUrl: string + environmentUrl: string + entitySetName: string + select?: string + filter?: string + orderBy?: string + pageSize?: number + expand?: string + count?: string + nextLink?: string +} + +export interface DataverseCreateRecordResponse extends ToolResponse { + output: { + recordId: string + record: Record + success: boolean + } +} + +export interface DataverseGetRecordResponse extends ToolResponse { + output: { + record: Record + recordId: string + success: boolean + } +} + +export interface DataverseUpdateRecordResponse extends ToolResponse { + output: { + recordId: string + success: boolean + } +} + +export interface DataverseListRecordsResponse extends ToolResponse { + output: { + records: Record[] + count: number + totalCount: number | null + totalCountLimitExceeded: boolean | null + nextLink: string | null + success: boolean + } +} + +export interface DataverseSearchParams { + accessToken: string + instanceUrl: string + environmentUrl: string + searchTerm: string + entities?: string + filter?: string + facets?: string + top?: number + skip?: number + orderBy?: string + searchMode?: string + searchType?: string +} + +export interface DataverseSearchResponse extends ToolResponse { + output: { + results: Record[] + totalCount: number + count: number + facets: Record | null + success: boolean + } +} + +export interface DataverseQualifyLeadParams { + accessToken: string + instanceUrl: string + environmentUrl: string + leadId: string + createAccount: boolean + createContact: boolean + createOpportunity: boolean + statusReason?: number + opportunityCurrencyId?: string + opportunityCustomerId?: string + opportunityCustomerType?: 'account' | 'contact' + sourceCampaignId?: string + processInstanceId?: string + processInstanceEntityType?: string +} + +export interface DataverseQualifyLeadResponse extends ToolResponse { + output: { + createdEntities: Record[] + success: boolean + } +} + +export type DataverseOpportunityOutcome = 'won' | 'lost' + +export interface DataverseCloseOpportunityParams { + accessToken: string + instanceUrl: string + environmentUrl: string + opportunityId: string + outcome: DataverseOpportunityOutcome + subject: string + description?: string + statusReason?: number +} + +export interface DataverseCloseOpportunityResponse extends ToolResponse { + output: { + opportunityId: string + outcome: DataverseOpportunityOutcome + success: boolean + } +} + +export interface DataverseCloseCaseParams { + accessToken: string + instanceUrl: string + environmentUrl: string + caseId: string + subject: string + description?: string + timeSpent?: number + statusReason?: number +} + +export interface DataverseCloseCaseResponse extends ToolResponse { + output: { + caseId: string + success: boolean + } +} + +export type DataverseResponse = + | DataverseListRecordsResponse + | DataverseGetRecordResponse + | DataverseCreateRecordResponse + | DataverseUpdateRecordResponse + | DataverseSearchResponse + | DataverseQualifyLeadResponse + | DataverseCloseOpportunityResponse + | DataverseCloseCaseResponse diff --git a/apps/sim/tools/microsoft_dynamics_365/update_record.ts b/apps/sim/tools/microsoft_dynamics_365/update_record.ts new file mode 100644 index 00000000000..04239687677 --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/update_record.ts @@ -0,0 +1,128 @@ +import { createLogger } from '@sim/logger' +import type { + DataverseUpdateRecordParams, + DataverseUpdateRecordResponse, +} from '@/tools/microsoft_dynamics_365/types' +import { + getDataverseErrorMessage, + getDynamics365BaseUrl, + getDynamics365RecordEntity, + isDataverseObject, + normalizeDataverseGuid, +} from '@/tools/microsoft_dynamics_365/utils' +import type { ToolConfig } from '@/tools/types' + +const logger = createLogger('DataverseUpdateRecord') + +export const microsoftDynamics365UpdateRecordTool: ToolConfig< + DataverseUpdateRecordParams, + DataverseUpdateRecordResponse +> = { + id: 'microsoft_dynamics_365_update_record', + name: 'Update Microsoft Dynamics 365 CRM Record', + description: + 'Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change.', + version: '1.0.0', + + oauth: { required: true, provider: 'microsoft-dataverse' }, + errorExtractor: 'nested-error-object', + + params: { + accessToken: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'OAuth access token for Microsoft Dataverse API', + }, + instanceUrl: { + type: 'string', + required: true, + visibility: 'hidden', + description: 'Trusted Dynamics 365 environment bound to the selected OAuth credential', + }, + environmentUrl: { + type: 'string', + required: true, + visibility: 'user-only', + description: 'Dataverse environment URL (e.g., https://myorg.crm.dynamics.com)', + }, + entitySetName: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'Entity set name (plural table name, e.g., accounts, contacts)', + }, + recordId: { + type: 'string', + required: true, + visibility: 'user-or-llm', + description: 'The unique identifier (GUID) of the record to update', + }, + data: { + type: 'object', + required: true, + visibility: 'user-or-llm', + description: 'Record data to update as a JSON object with column names as keys', + }, + }, + + request: { + url: (params) => { + const baseUrl = getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl) + const { entitySetName } = getDynamics365RecordEntity(params.entitySetName) + const recordId = normalizeDataverseGuid(params.recordId, 'recordId') + return `${baseUrl}/api/data/v9.2/${entitySetName}(${recordId})` + }, + method: 'PATCH', + headers: (params) => ({ + Authorization: `Bearer ${params.accessToken}`, + 'Content-Type': 'application/json', + 'OData-MaxVersion': '4.0', + 'OData-Version': '4.0', + Accept: 'application/json', + 'If-Match': '*', + }), + body: (params) => { + let data = params.data + if (typeof data === 'string') { + try { + data = JSON.parse(data) + } catch { + throw new Error('Invalid JSON format for record data') + } + } + if (!isDataverseObject(data)) { + throw new Error('Record data must be a JSON object') + } + return data + }, + }, + + transformResponse: async (response: Response, params?: DataverseUpdateRecordParams) => { + if (!response.ok) { + const errorMessage = await getDataverseErrorMessage(response) + logger.error('Dataverse update record failed', { status: response.status }) + throw new Error(errorMessage) + } + if (response.status !== 204) { + throw new Error( + `Invalid Dataverse update record response: expected HTTP 204, received ${response.status}` + ) + } + + const recordId = params ? normalizeDataverseGuid(params.recordId, 'recordId') : '' + + return { + success: true, + output: { + recordId, + success: true, + }, + } + }, + + outputs: { + recordId: { type: 'string', description: 'The ID of the updated record' }, + success: { type: 'boolean', description: 'Operation success status' }, + }, +} diff --git a/apps/sim/tools/microsoft_dynamics_365/utils.ts b/apps/sim/tools/microsoft_dynamics_365/utils.ts new file mode 100644 index 00000000000..9c9145bd0c9 --- /dev/null +++ b/apps/sim/tools/microsoft_dynamics_365/utils.ts @@ -0,0 +1,276 @@ +import { truncate } from '@sim/utils/string' + +export const DATAVERSE_MAX_ERROR_BODY_BYTES = 64 * 1024 + +const DATAVERSE_MAX_ERROR_MESSAGE_CHARACTERS = 2_000 +const GUID_PATTERN = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i +const INT32_MIN = -2_147_483_648 +const INT32_MAX = 2_147_483_647 +const DATAVERSE_ORGANIZATION_LABEL = '[a-z0-9](?:[a-z0-9-]{0,61}[a-z0-9])?' +const DATAVERSE_PUBLIC_HOST_PATTERN = new RegExp( + `^(${DATAVERSE_ORGANIZATION_LABEL})(?:\\.api)?\\.crm\\d*\\.dynamics\\.com$` +) +const RESERVED_DATAVERSE_ORGANIZATION_LABELS = new Set(['disco', 'globaldisco']) + +const DYNAMICS_365_RECORD_ENTITY_SETS = { + accounts: 'accountid', + contacts: 'contactid', + leads: 'leadid', + opportunities: 'opportunityid', + incidents: 'incidentid', +} as const + +const DYNAMICS_365_LIST_ENTITY_SETS = new Set([ + ...Object.keys(DYNAMICS_365_RECORD_ENTITY_SETS), + 'systemusers', + 'teams', +]) + +const DYNAMICS_365_SEARCH_LOGICAL_NAMES = new Set([ + 'account', + 'contact', + 'lead', + 'opportunity', + 'incident', +]) + +/** + * Validates and canonicalizes an online Dataverse environment root URL. Restricting the host to + * Microsoft's public-cloud Dynamics domains prevents OAuth bearer tokens from being forwarded to + * a user-controlled origin. National clouds require different OAuth authorities and app + * registrations, so the existing public-cloud Dataverse credential cannot be used for them. + */ +export function getDynamics365BaseUrl(environmentUrl: string, instanceUrl: string): string { + const requestedEnvironment = normalizeDynamics365EnvironmentUrl(environmentUrl) + let credentialEnvironment: string + + try { + credentialEnvironment = normalizeDynamics365EnvironmentUrl(instanceUrl) + } catch { + throw new Error( + 'This Dynamics 365 credential is not bound to a trusted environment. Connect a separate credential for this environment.' + ) + } + + if (credentialEnvironment !== requestedEnvironment) { + throw new Error( + 'The selected Dynamics 365 credential belongs to a different environment. Connect or select a credential for this environment.' + ) + } + + return requestedEnvironment +} + +function normalizeDynamics365EnvironmentUrl(environmentUrl: unknown): string { + if (typeof environmentUrl !== 'string' || environmentUrl.trim().length === 0) { + throw new Error('Dataverse environment URL must be a non-empty HTTPS URL') + } + + let url: URL + try { + url = new URL(environmentUrl.trim()) + } catch { + throw new Error('Dataverse environment URL must be a valid HTTPS URL') + } + + const hostMatch = url.hostname.match(DATAVERSE_PUBLIC_HOST_PATTERN) + const organizationLabel = hostMatch?.[1] + const hasTrustedHost = + organizationLabel !== undefined && + !RESERVED_DATAVERSE_ORGANIZATION_LABELS.has(organizationLabel) + + if ( + url.protocol !== 'https:' || + url.username !== '' || + url.password !== '' || + url.port !== '' || + (url.pathname !== '' && url.pathname !== '/') || + url.search !== '' || + url.hash !== '' || + !hasTrustedHost + ) { + throw new Error( + 'Dataverse environment URL must be an HTTPS root URL on a supported public-cloud Microsoft Dynamics host' + ) + } + + return url.origin +} + +export function normalizeDynamics365ListEntitySetName(value: unknown): string { + if (typeof value !== 'string' || !DYNAMICS_365_LIST_ENTITY_SETS.has(value.trim())) { + throw new Error('entitySetName must be a supported Dynamics 365 CRM entity set') + } + return value.trim() +} + +export function getDynamics365RecordEntity(value: unknown): { + entitySetName: keyof typeof DYNAMICS_365_RECORD_ENTITY_SETS + primaryIdAttribute: string +} { + if (typeof value !== 'string' || !Object.hasOwn(DYNAMICS_365_RECORD_ENTITY_SETS, value.trim())) { + throw new Error('entitySetName must be a supported Dynamics 365 CRM record entity set') + } + const entitySetName = value.trim() as keyof typeof DYNAMICS_365_RECORD_ENTITY_SETS + return { + entitySetName, + primaryIdAttribute: DYNAMICS_365_RECORD_ENTITY_SETS[entitySetName], + } +} + +export function normalizeDynamics365SearchEntities(value: unknown): string { + const fallback = [...DYNAMICS_365_SEARCH_LOGICAL_NAMES].map((name) => ({ name })) + if (value === undefined || value === null || value === '') return JSON.stringify(fallback) + if (typeof value !== 'string' || value.length > 10_000) { + throw new Error('entities must be a bounded JSON array') + } + + let parsed: unknown + try { + parsed = JSON.parse(value) + } catch { + throw new Error('entities must be valid JSON') + } + if (!Array.isArray(parsed) || parsed.length < 1 || parsed.length > 5) { + throw new Error('entities must contain between 1 and 5 CRM table definitions') + } + for (const entity of parsed) { + if ( + !isDataverseObject(entity) || + typeof entity.name !== 'string' || + !DYNAMICS_365_SEARCH_LOGICAL_NAMES.has(entity.name) + ) { + throw new Error('entities contains an unsupported Dynamics 365 CRM table') + } + } + return JSON.stringify(parsed) +} + +/** Normalizes a Dataverse GUID for safe use in OData paths and entity-reference objects. */ +export function normalizeDataverseGuid(value: string, fieldName = 'value'): string { + if (typeof value !== 'string') { + throw new Error(`${fieldName} must be a valid GUID`) + } + + const trimmed = value.trim() + const hasOpeningBrace = trimmed.startsWith('{') + const hasClosingBrace = trimmed.endsWith('}') + if (hasOpeningBrace !== hasClosingBrace) { + throw new Error(`${fieldName} must be a valid GUID`) + } + + const normalized = hasOpeningBrace ? trimmed.slice(1, -1) : trimmed + if (!GUID_PATTERN.test(normalized)) { + throw new Error(`${fieldName} must be a valid GUID`) + } + + return normalized +} + +/** Validates a direct-execution boolean without JavaScript truthiness coercion. */ +export function parseDataverseBoolean(value: unknown, fieldName: string): boolean { + if (typeof value !== 'boolean') { + throw new Error(`${fieldName} must be a boolean`) + } + return value +} + +/** Validates an Edm.Int32 input while preserving valid zero and negative status-reason values. */ +export function parseDataverseInt32(value: unknown, fieldName: string): number { + if ( + typeof value !== 'number' || + !Number.isInteger(value) || + value < INT32_MIN || + value > INT32_MAX + ) { + throw new Error(`${fieldName} must be a 32-bit integer`) + } + return value +} + +export function parseDataverseRequiredString( + value: unknown, + fieldName: string, + maxLength?: number +): string { + if (typeof value !== 'string' || value.trim().length === 0) { + throw new Error(`${fieldName} must be a non-empty string`) + } + + const normalized = value.trim() + if (maxLength !== undefined && normalized.length > maxLength) { + throw new Error(`${fieldName} must be at most ${maxLength} characters`) + } + return normalized +} + +export function isDataverseObject(value: unknown): value is Record { + return value !== null && typeof value === 'object' && !Array.isArray(value) +} + +/** Reads a bounded Dataverse error body and preserves its documented nested error message. */ +export async function getDataverseErrorMessage(response: Response): Promise { + const fallback = response.statusText.trim() + ? `Dataverse API error: ${response.status} ${response.statusText}` + : `Dataverse API error: ${response.status}` + + const body = await readBoundedResponseText(response).catch(() => null) + if (!body) return fallback + + try { + const payload: unknown = JSON.parse(body) + if (isDataverseObject(payload) && isDataverseObject(payload.error)) { + const message = payload.error.message + if (typeof message === 'string' && message.trim()) { + return truncate(message.trim(), DATAVERSE_MAX_ERROR_MESSAGE_CHARACTERS) + } + } + } catch { + const message = body.replace(/\s+/g, ' ').trim() + if (message) { + return truncate(message, DATAVERSE_MAX_ERROR_MESSAGE_CHARACTERS) + } + } + + return fallback +} + +async function readBoundedResponseText(response: Response): Promise { + const contentLength = response.headers.get('content-length') + if (contentLength !== null) { + const parsedLength = Number.parseInt(contentLength, 10) + if (Number.isFinite(parsedLength) && parsedLength > DATAVERSE_MAX_ERROR_BODY_BYTES) { + await response.body?.cancel().catch(() => {}) + return null + } + } + + if (!response.body) { + const text = await response.text() + return new TextEncoder().encode(text).byteLength <= DATAVERSE_MAX_ERROR_BODY_BYTES ? text : null + } + + const reader = response.body.getReader() + const decoder = new TextDecoder() + let bytesRead = 0 + let text = '' + + try { + while (true) { + const { done, value } = await reader.read() + if (done) break + if (!value) continue + + bytesRead += value.byteLength + if (bytesRead > DATAVERSE_MAX_ERROR_BODY_BYTES) { + await reader.cancel().catch(() => {}) + return null + } + text += decoder.decode(value, { stream: true }) + } + text += decoder.decode() + return text + } finally { + reader.releaseLock() + } +} diff --git a/apps/sim/tools/registry.ts b/apps/sim/tools/registry.ts index cca3a0cf396..0c3094ac46d 100644 --- a/apps/sim/tools/registry.ts +++ b/apps/sim/tools/registry.ts @@ -3016,6 +3016,16 @@ import { dataverseUpsertRecordTool, dataverseWhoAmITool, } from '@/tools/microsoft_dataverse' +import { + microsoftDynamics365CloseCaseTool, + microsoftDynamics365CloseOpportunityTool, + microsoftDynamics365CreateRecordTool, + microsoftDynamics365GetRecordTool, + microsoftDynamics365ListRecordsTool, + microsoftDynamics365QualifyLeadTool, + microsoftDynamics365SearchRecordsTool, + microsoftDynamics365UpdateRecordTool, +} from '@/tools/microsoft_dynamics_365' import { microsoftExcelClearRangeTool, microsoftExcelCreateTableTool, @@ -9874,6 +9884,14 @@ export const tools: Record = { microsoft_dataverse_upload_file: dataverseUploadFileTool, microsoft_dataverse_upsert_record: dataverseUpsertRecordTool, microsoft_dataverse_whoami: dataverseWhoAmITool, + microsoft_dynamics_365_close_case: microsoftDynamics365CloseCaseTool, + microsoft_dynamics_365_close_opportunity: microsoftDynamics365CloseOpportunityTool, + microsoft_dynamics_365_create_record: microsoftDynamics365CreateRecordTool, + microsoft_dynamics_365_get_record: microsoftDynamics365GetRecordTool, + microsoft_dynamics_365_list_records: microsoftDynamics365ListRecordsTool, + microsoft_dynamics_365_qualify_lead: microsoftDynamics365QualifyLeadTool, + microsoft_dynamics_365_search_records: microsoftDynamics365SearchRecordsTool, + microsoft_dynamics_365_update_record: microsoftDynamics365UpdateRecordTool, microsoft_excel_read: microsoftExcelReadTool, microsoft_excel_write: microsoftExcelWriteTool, microsoft_excel_table_add: microsoftExcelTableAddTool, diff --git a/packages/deployment-config/src/integrations.json b/packages/deployment-config/src/integrations.json index bf9e33f7429..e93dc87ce47 100644 --- a/packages/deployment-config/src/integrations.json +++ b/packages/deployment-config/src/integrations.json @@ -14489,6 +14489,66 @@ "integrationType": "databases", "tags": ["microsoft-365", "data-warehouse", "cloud"] }, + { + "type": "microsoft_dynamics_365", + "slug": "microsoft-dynamics-365-crm", + "name": "Microsoft Dynamics 365 CRM", + "description": "Manage customers, sales pipelines, and support cases in Dynamics 365 CRM", + "longDescription": "Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges.", + "bgColor": "#FFFFFF", + "iconName": "MicrosoftDataverseIcon", + "docsUrl": "https://docs.sim.ai/integrations/microsoft_dynamics_365", + "operations": [ + { + "name": "List Records", + "description": "Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination." + }, + { + "name": "Get Record", + "description": "Retrieve a single record from a Microsoft Dataverse table by its ID. Supports $select and $expand OData query options." + }, + { + "name": "Create Record", + "description": "Create a new record in a Microsoft Dataverse table. Requires the entity set name (plural table name) and record data as a JSON object." + }, + { + "name": "Update Record", + "description": "Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change." + }, + { + "name": "Search Records", + "description": "Perform a full-text relevance search across Microsoft Dataverse tables. Requires Dataverse Search to be enabled on the environment. Supports simple and Lucene query syntax." + }, + { + "name": "List Owners", + "description": "Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination." + }, + { + "name": "Assign Record", + "description": "Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change." + }, + { + "name": "Qualify Lead", + "description": "Qualify a Dynamics 365 Sales lead and optionally create linked account, contact, and opportunity records." + }, + { + "name": "Close Opportunity", + "description": "Close a Dynamics 365 Sales opportunity as won or lost." + }, + { + "name": "Close Case", + "description": "Resolve and close a Dynamics 365 Customer Service case." + } + ], + "operationCount": 10, + "triggers": [], + "triggerCount": 0, + "authType": "oauth", + "oauthServiceId": "microsoft-dataverse", + "category": "tools", + "integrationType": "sales", + "tags": ["microsoft-365", "sales-engagement", "customer-support", "cloud"] + }, { "type": "microsoft_excel_v2", "slug": "microsoft-excel", From 57372b7a32093bcc29c55110bbe5e9aabe744b41 Mon Sep 17 00:00:00 2001 From: Bill Leoutsakos Date: Fri, 14 Aug 2026 16:53:40 -0700 Subject: [PATCH 2/8] fix(integrations): harden Dynamics environment requests --- .../microsoft-dataverse-environment.test.ts | 6 +-- .../microsoft-dataverse-policy.test.ts | 13 ++++++- .../microsoft-dataverse-connections.test.ts | 10 ++--- .../sim/lib/oauth/microsoft-dataverse.test.ts | 20 +++++----- apps/sim/lib/oauth/microsoft-dataverse.ts | 13 ++++--- apps/sim/lib/oauth/token-resolution.test.ts | 3 +- .../microsoft_dynamics_365/close_case.ts | 1 + .../close_opportunity.ts | 1 + .../microsoft_dynamics_365/create_record.ts | 1 + .../dynamics_crm.test.ts | 39 ++++++++++++++----- .../microsoft_dynamics_365/get_record.ts | 1 + .../microsoft_dynamics_365/list_records.ts | 6 ++- .../microsoft_dynamics_365/qualify_lead.ts | 1 + .../microsoft_dynamics_365/search_records.ts | 1 + .../microsoft_dynamics_365/update_record.ts | 1 + .../sim/tools/microsoft_dynamics_365/utils.ts | 8 ++-- 16 files changed, 87 insertions(+), 38 deletions(-) diff --git a/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.test.ts b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.test.ts index bbb355961b3..8d3d353e654 100644 --- a/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.test.ts +++ b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment.test.ts @@ -51,12 +51,12 @@ describe('useMicrosoftDataverseEnvironmentForm', () => { expect(hook.result().error).toContain('supported public-cloud Microsoft Dynamics host') act(() => hook.result().setValue(' https://contoso.crm4.dynamics.com/ ')) - act(() => expect(hook.result().validate()).toBe('https://contoso.crm4.dynamics.com')) + act(() => expect(hook.result().validate()).toBe('https://contoso.api.crm4.dynamics.com')) expect(hook.result().effectiveScopes).toEqual([ 'openid', 'profile', 'email', - 'https://contoso.crm4.dynamics.com/.default', + 'https://contoso.api.crm4.dynamics.com/.default', 'offline_access', ]) hook.unmount() @@ -77,7 +77,7 @@ describe('useMicrosoftDataverseEnvironmentForm', () => { isLocked: true, value: 'https://contoso.crm.dynamics.com', }) - expect(hook.result().validate()).toBe('https://contoso.crm.dynamics.com') + expect(hook.result().validate()).toBe('https://contoso.api.crm.dynamics.com') hook.unmount() }) diff --git a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.test.ts b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.test.ts index dd2d24ab28c..e25f4ac3c8b 100644 --- a/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.test.ts +++ b/apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy.test.ts @@ -6,6 +6,7 @@ import { getMicrosoftDataverseRequiredScope } from '@/lib/oauth/microsoft-datave import { resolveMicrosoftDataverseCredentialPolicy } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/credential-selector/microsoft-dataverse-policy' const ENVIRONMENT = 'https://contoso.crm.dynamics.com' +const CANONICAL_ENVIRONMENT = 'https://contoso.api.crm.dynamics.com' function resolve(scopes?: string[], environmentUrl: unknown = ENVIRONMENT) { return resolveMicrosoftDataverseCredentialPolicy({ @@ -43,12 +44,22 @@ describe('resolveMicrosoftDataverseCredentialPolicy', () => { expect(resolve([getMicrosoftDataverseRequiredScope(ENVIRONMENT)])).toMatchObject({ applies: true, bindingState: 'matching', - environmentUrl: ENVIRONMENT, + environmentUrl: CANONICAL_ENVIRONMENT, requiredScopes: [getMicrosoftDataverseRequiredScope(ENVIRONMENT)], requiresSeparateCredential: false, }) }) + it('matches a credential across documented environment and Web API host aliases', () => { + expect( + resolve([getMicrosoftDataverseRequiredScope(CANONICAL_ENVIRONMENT)], ENVIRONMENT) + ).toMatchObject({ + bindingState: 'matching', + environmentUrl: CANONICAL_ENVIRONMENT, + requiresSeparateCredential: false, + }) + }) + it.each([ ['legacy', ['https://dynamics.microsoft.com/user_impersonation'], 'unbound'], [ diff --git a/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts index c364b2f8a48..10468447203 100644 --- a/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts +++ b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts @@ -80,11 +80,11 @@ describe('Microsoft Dataverse OAuth connections', () => { 'openid', 'profile', 'email', - 'https://contoso.crm4.dynamics.com/.default', + 'https://contoso.api.crm4.dynamics.com/.default', 'offline_access', ]) expect(new URL(request.callbackURL).searchParams.get('__sim_dataverse_environment')).toBe( - 'https://contoso.crm4.dynamics.com' + 'https://contoso.api.crm4.dynamics.com' ) }) @@ -102,12 +102,12 @@ describe('Microsoft Dataverse OAuth connections', () => { expect(mockLink).toHaveBeenCalledWith({ providerId: 'microsoft-dataverse', callbackURL: - 'https://sim.test/workflow?__sim_dataverse_environment=https%3A%2F%2Fcontoso.crm.dynamics.com', + 'https://sim.test/workflow?__sim_dataverse_environment=https%3A%2F%2Fcontoso.api.crm.dynamics.com', scopes: [ 'openid', 'profile', 'email', - 'https://contoso.crm.dynamics.com/.default', + 'https://contoso.api.crm.dynamics.com/.default', 'offline_access', ], }) @@ -164,7 +164,7 @@ describe('Microsoft Dataverse OAuth connections', () => { expect(hook.result().state).toBe(state) if (state === 'bound') { - expect(hook.result().environmentUrl).toBe('https://contoso.crm.dynamics.com') + expect(hook.result().environmentUrl).toBe('https://contoso.api.crm.dynamics.com') } hook.unmount() }) diff --git a/apps/sim/lib/oauth/microsoft-dataverse.test.ts b/apps/sim/lib/oauth/microsoft-dataverse.test.ts index 63b100d3acb..4256669899b 100644 --- a/apps/sim/lib/oauth/microsoft-dataverse.test.ts +++ b/apps/sim/lib/oauth/microsoft-dataverse.test.ts @@ -36,8 +36,8 @@ function userInfoFor(oid: string) { describe('Microsoft Dataverse OAuth environment binding', () => { it.each([ - ['https://contoso.crm.dynamics.com', 'https://contoso.crm.dynamics.com'], - [' https://contoso.crm4.dynamics.com/ ', 'https://contoso.crm4.dynamics.com'], + ['https://contoso.crm.dynamics.com', 'https://contoso.api.crm.dynamics.com'], + [' https://contoso.crm4.dynamics.com/ ', 'https://contoso.api.crm4.dynamics.com'], ['https://contoso.api.crm12.dynamics.com', 'https://contoso.api.crm12.dynamics.com'], ])('normalizes a documented public-cloud environment root', (input, expected) => { expect(normalizeMicrosoftDataverseEnvironmentUrl(input)).toBe(expected) @@ -64,7 +64,7 @@ describe('Microsoft Dataverse OAuth environment binding', () => { 'openid', 'profile', 'email', - 'https://contoso.crm4.dynamics.com/.default', + 'https://contoso.api.crm4.dynamics.com/.default', 'offline_access', ]) }) @@ -80,11 +80,11 @@ describe('Microsoft Dataverse OAuth environment binding', () => { ) expect(new URL(absolute).searchParams.get('__sim_dataverse_environment')).toBe( - 'https://contoso.crm4.dynamics.com' + 'https://contoso.api.crm4.dynamics.com' ) expect( new URL(relative, 'https://sim.test').searchParams.get('__sim_dataverse_environment') - ).toBe('https://contoso.crm4.dynamics.com') + ).toBe('https://contoso.api.crm4.dynamics.com') expect(stripMicrosoftDataverseEnvironmentFromOAuthCallback(absolute)).toBe( 'https://sim.test/workspace?existing=1' ) @@ -253,13 +253,13 @@ describe('Microsoft Dataverse OAuth environment binding', () => { it('extracts one trusted environment from space-, comma-, or array-delimited scopes', () => { const marker = getMicrosoftDataverseRequiredScope('https://contoso.crm4.dynamics.com') expect(extractMicrosoftDataverseEnvironmentUrl(`openid ${marker} offline_access`)).toBe( - 'https://contoso.crm4.dynamics.com' + 'https://contoso.api.crm4.dynamics.com' ) expect(extractMicrosoftDataverseEnvironmentUrl(`openid,${marker},offline_access`)).toBe( - 'https://contoso.crm4.dynamics.com' + 'https://contoso.api.crm4.dynamics.com' ) expect(extractMicrosoftDataverseEnvironmentUrl(['openid', marker])).toBe( - 'https://contoso.crm4.dynamics.com' + 'https://contoso.api.crm4.dynamics.com' ) }) @@ -327,8 +327,8 @@ describe('Microsoft Dataverse OAuth environment binding', () => { expect(dev.id.replace(UUID_SUFFIX_RE, '')).toBe(devReconnect.id.replace(UUID_SUFFIX_RE, '')) expect(dev.id.replace(UUID_SUFFIX_RE, '')).not.toBe(prod.id.replace(UUID_SUFFIX_RE, '')) - expect(dev.id).toContain(':dev.crm.dynamics.com-') - expect(prod.id).toContain(':prod.crm.dynamics.com-') + expect(dev.id).toContain(':dev.api.crm.dynamics.com-') + expect(prod.id).toContain(':prod.api.crm.dynamics.com-') }) it('rejects callback tokens without an environment audience', () => { diff --git a/apps/sim/lib/oauth/microsoft-dataverse.ts b/apps/sim/lib/oauth/microsoft-dataverse.ts index ed13a731686..10f54de918c 100644 --- a/apps/sim/lib/oauth/microsoft-dataverse.ts +++ b/apps/sim/lib/oauth/microsoft-dataverse.ts @@ -2,7 +2,7 @@ export const MICROSOFT_DATAVERSE_PROVIDER_ID = 'microsoft-dataverse' const DATAVERSE_ORGANIZATION_LABEL = '[a-z0-9](?:[a-z0-9-]{0,61}[a-z0-9])?' const DATAVERSE_PUBLIC_HOST_PATTERN = new RegExp( - `^(${DATAVERSE_ORGANIZATION_LABEL})(?:\\.api)?\\.crm\\d*\\.dynamics\\.com$` + `^(${DATAVERSE_ORGANIZATION_LABEL})(?:\\.api)?\\.(crm\\d*)\\.dynamics\\.com$` ) const RESERVED_DATAVERSE_ORGANIZATION_LABELS = new Set(['disco', 'globaldisco']) const DATAVERSE_REQUEST_SCOPE_SUFFIX = '/.default' @@ -31,8 +31,10 @@ export function normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl: unknow const hostMatch = url.hostname.match(DATAVERSE_PUBLIC_HOST_PATTERN) const organizationLabel = hostMatch?.[1] + const regionLabel = hostMatch?.[2] const hasTrustedHost = organizationLabel !== undefined && + regionLabel !== undefined && !RESERVED_DATAVERSE_ORGANIZATION_LABELS.has(organizationLabel) if ( @@ -50,7 +52,7 @@ export function normalizeMicrosoftDataverseEnvironmentUrl(environmentUrl: unknow ) } - return url.origin + return `https://${organizationLabel}.api.${regionLabel}.dynamics.com` } /** Builds the exact delegated OAuth grant Microsoft documents for one Dataverse environment. */ @@ -164,9 +166,10 @@ export function assertMicrosoftDataverseOAuthLinkRequest( } /** - * Resolves the scopes Better Auth should persist after a Dataverse callback. A returned scope is - * authoritative only when it contains exactly the flow-bound audience. Microsoft may legally - * omit scope from a token response; only that empty case falls back to the signed requested grant. + * Resolves the scopes Better Auth should persist after a Dataverse callback. Resource-qualified + * scopes must match the environment protected by OAuth state. Microsoft may omit scopes or return + * only bare permissions; those cases retain the provider scopes and append the trusted environment + * marker from the protected flow binding until the live Better Auth response shape is verified. */ export function resolveMicrosoftDataverseOAuthCallbackScopes( callbackURL: unknown, diff --git a/apps/sim/lib/oauth/token-resolution.test.ts b/apps/sim/lib/oauth/token-resolution.test.ts index 59bcc7259b3..611604f4144 100644 --- a/apps/sim/lib/oauth/token-resolution.test.ts +++ b/apps/sim/lib/oauth/token-resolution.test.ts @@ -160,7 +160,8 @@ describe('resolveCredentialToken', () => { ok: true, token: { accessToken: 'fresh', - instanceUrl: 'https://contoso.crm.dynamics.com', + idToken: undefined, + instanceUrl: 'https://contoso.api.crm.dynamics.com', }, }) }) diff --git a/apps/sim/tools/microsoft_dynamics_365/close_case.ts b/apps/sim/tools/microsoft_dynamics_365/close_case.ts index ba2082e816c..0db3f6e221d 100644 --- a/apps/sim/tools/microsoft_dynamics_365/close_case.ts +++ b/apps/sim/tools/microsoft_dynamics_365/close_case.ts @@ -81,6 +81,7 @@ export const microsoftDynamics365CloseCaseTool: ToolConfig< url: (params) => `${getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl)}/api/data/v9.2/CloseIncident`, method: 'POST', + stripAuthOnRedirect: true, headers: (params) => ({ Authorization: `Bearer ${params.accessToken}`, 'Content-Type': 'application/json', diff --git a/apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts b/apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts index 9bc636ac8bb..5b0c75458bf 100644 --- a/apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts +++ b/apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts @@ -92,6 +92,7 @@ export const microsoftDynamics365CloseOpportunityTool: ToolConfig< return `${baseUrl}/api/data/v9.2/${outcome === 'won' ? 'WinOpportunity' : 'LoseOpportunity'}` }, method: 'POST', + stripAuthOnRedirect: true, headers: (params) => ({ Authorization: `Bearer ${params.accessToken}`, 'Content-Type': 'application/json', diff --git a/apps/sim/tools/microsoft_dynamics_365/create_record.ts b/apps/sim/tools/microsoft_dynamics_365/create_record.ts index b9e2cbe13d4..1dbf809b990 100644 --- a/apps/sim/tools/microsoft_dynamics_365/create_record.ts +++ b/apps/sim/tools/microsoft_dynamics_365/create_record.ts @@ -68,6 +68,7 @@ export const microsoftDynamics365CreateRecordTool: ToolConfig< return `${baseUrl}/api/data/v9.2/${entitySetName}` }, method: 'POST', + stripAuthOnRedirect: true, headers: (params) => ({ Authorization: `Bearer ${params.accessToken}`, 'Content-Type': 'application/json', diff --git a/apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts b/apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts index b7f4dcd6ca2..8164c657a67 100644 --- a/apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts +++ b/apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts @@ -25,7 +25,8 @@ import { normalizeDataverseGuid, } from '@/tools/microsoft_dynamics_365/utils' -const ENVIRONMENT_URL = 'https://contoso.crm.dynamics.com' +const ENVIRONMENT_ALIAS = 'https://contoso.crm.dynamics.com' +const ENVIRONMENT_URL = 'https://contoso.api.crm.dynamics.com' const ACCESS_TOKEN = 'test-access-token' const LEAD_ID = '11111111-1111-4111-8111-111111111111' const OPPORTUNITY_ID = '22222222-2222-4222-8222-222222222222' @@ -38,21 +39,21 @@ const PROCESS_INSTANCE_ID = '77777777-7777-4777-8777-777777777777' const LIST_PARAMS: DataverseListRecordsParams = { accessToken: ACCESS_TOKEN, instanceUrl: ENVIRONMENT_URL, - environmentUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_ALIAS, entitySetName: 'accounts', } const SEARCH_PARAMS: DataverseSearchParams = { accessToken: ACCESS_TOKEN, instanceUrl: ENVIRONMENT_URL, - environmentUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_ALIAS, searchTerm: 'Contoso', } const QUALIFY_PARAMS: DataverseQualifyLeadParams = { accessToken: ACCESS_TOKEN, instanceUrl: ENVIRONMENT_URL, - environmentUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_ALIAS, leadId: LEAD_ID, createAccount: true, createContact: true, @@ -62,7 +63,7 @@ const QUALIFY_PARAMS: DataverseQualifyLeadParams = { const CLOSE_OPPORTUNITY_PARAMS: DataverseCloseOpportunityParams = { accessToken: ACCESS_TOKEN, instanceUrl: ENVIRONMENT_URL, - environmentUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_ALIAS, opportunityId: OPPORTUNITY_ID, outcome: 'won', subject: 'Opportunity won', @@ -71,7 +72,7 @@ const CLOSE_OPPORTUNITY_PARAMS: DataverseCloseOpportunityParams = { const CLOSE_CASE_PARAMS: DataverseCloseCaseParams = { accessToken: ACCESS_TOKEN, instanceUrl: ENVIRONMENT_URL, - environmentUrl: ENVIRONMENT_URL, + environmentUrl: ENVIRONMENT_ALIAS, caseId: CASE_ID, subject: 'Case resolved', } @@ -104,10 +105,23 @@ describe('Microsoft Dataverse Dynamics CRM shared safety', () => { }) it.each([ - ['https://contoso.crm.dynamics.com/', 'https://contoso.crm.dynamics.com'], - ['https://contoso.crm4.dynamics.com', 'https://contoso.crm4.dynamics.com'], + microsoftDynamics365ListRecordsTool, + microsoftDynamics365GetRecordTool, + microsoftDynamics365CreateRecordTool, + microsoftDynamics365UpdateRecordTool, + microsoftDynamics365SearchRecordsTool, + microsoftDynamics365QualifyLeadTool, + microsoftDynamics365CloseOpportunityTool, + microsoftDynamics365CloseCaseTool, + ])('$id strips OAuth authorization before following redirects', (tool) => { + expect(tool.request.stripAuthOnRedirect).toBe(true) + }) + + it.each([ + ['https://contoso.crm.dynamics.com/', 'https://contoso.api.crm.dynamics.com'], + ['https://contoso.crm4.dynamics.com', 'https://contoso.api.crm4.dynamics.com'], ['https://contoso.api.crm4.dynamics.com', 'https://contoso.api.crm4.dynamics.com'], - ['https://contoso.crm9.dynamics.com', 'https://contoso.crm9.dynamics.com'], + ['https://contoso.crm9.dynamics.com', 'https://contoso.api.crm9.dynamics.com'], ])('accepts a public-cloud Dataverse environment host', (input, expected) => { expect(getDynamics365BaseUrl(input, expected)).toBe(expected) }) @@ -195,6 +209,7 @@ describe('microsoft_dynamics_365_list_records response validation', () => { it('uses only a validated same-table continuation URL for the next page', () => { const nextLink = `${ENVIRONMENT_URL}/api/data/v9.2/accounts?$skiptoken=opaque` + const aliasNextLink = `${ENVIRONMENT_ALIAS}/api/data/v9.2/accounts?$skiptoken=opaque` expect( resolveUrl(microsoftDynamics365ListRecordsTool.request.url, { ...LIST_PARAMS, @@ -203,6 +218,12 @@ describe('microsoft_dynamics_365_list_records response validation', () => { filter: 'statecode eq 0', }) ).toBe(nextLink) + expect( + resolveUrl(microsoftDynamics365ListRecordsTool.request.url, { + ...LIST_PARAMS, + nextLink: aliasNextLink, + }) + ).toBe(aliasNextLink) for (const invalidNextLink of [ 'https://attacker.example/api/data/v9.2/accounts?$skiptoken=opaque', diff --git a/apps/sim/tools/microsoft_dynamics_365/get_record.ts b/apps/sim/tools/microsoft_dynamics_365/get_record.ts index 2822c59f619..c82821f3aa8 100644 --- a/apps/sim/tools/microsoft_dynamics_365/get_record.ts +++ b/apps/sim/tools/microsoft_dynamics_365/get_record.ts @@ -85,6 +85,7 @@ export const microsoftDynamics365GetRecordTool: ToolConfig< return `${baseUrl}/api/data/v9.2/${entitySetName}(${recordId})${query}` }, method: 'GET', + stripAuthOnRedirect: true, headers: (params) => ({ Authorization: `Bearer ${params.accessToken}`, 'OData-MaxVersion': '4.0', diff --git a/apps/sim/tools/microsoft_dynamics_365/list_records.ts b/apps/sim/tools/microsoft_dynamics_365/list_records.ts index b6635044c81..ff74f83fa71 100644 --- a/apps/sim/tools/microsoft_dynamics_365/list_records.ts +++ b/apps/sim/tools/microsoft_dynamics_365/list_records.ts @@ -8,6 +8,7 @@ import { getDataverseErrorMessage, getDynamics365BaseUrl, isDataverseObject, + normalizeDynamics365EnvironmentUrl, normalizeDynamics365ListEntitySetName, } from '@/tools/microsoft_dynamics_365/utils' import type { ToolConfig } from '@/tools/types' @@ -31,8 +32,10 @@ function assertDynamics365ListNextLink( } let nextUrl: URL + let normalizedNextOrigin: string try { nextUrl = new URL(value) + normalizedNextOrigin = normalizeDynamics365EnvironmentUrl(nextUrl.origin) } catch { throw new Error('nextLink must be a valid URL') } @@ -42,7 +45,7 @@ function assertDynamics365ListNextLink( nextUrl.username !== '' || nextUrl.password !== '' || nextUrl.hash !== '' || - nextUrl.origin !== baseUrl || + normalizedNextOrigin !== baseUrl || nextUrl.pathname !== `/api/data/v9.2/${entitySetName}` ) { throw new Error('nextLink must stay on the selected environment and CRM table') @@ -155,6 +158,7 @@ export const microsoftDynamics365ListRecordsTool: ToolConfig< return `${baseUrl}/api/data/v9.2/${entitySetName}${query}` }, method: 'GET', + stripAuthOnRedirect: true, headers: (params) => { const pageSize = params.pageSize ?? 100 if (!Number.isInteger(pageSize) || pageSize < 1 || pageSize > 100) { diff --git a/apps/sim/tools/microsoft_dynamics_365/qualify_lead.ts b/apps/sim/tools/microsoft_dynamics_365/qualify_lead.ts index 73b90a897a9..efd9fcf5273 100644 --- a/apps/sim/tools/microsoft_dynamics_365/qualify_lead.ts +++ b/apps/sim/tools/microsoft_dynamics_365/qualify_lead.ts @@ -122,6 +122,7 @@ export const microsoftDynamics365QualifyLeadTool: ToolConfig< return `${baseUrl}/api/data/v9.2/leads(${leadId})/Microsoft.Dynamics.CRM.QualifyLead` }, method: 'POST', + stripAuthOnRedirect: true, headers: (params) => ({ Authorization: `Bearer ${params.accessToken}`, 'Content-Type': 'application/json', diff --git a/apps/sim/tools/microsoft_dynamics_365/search_records.ts b/apps/sim/tools/microsoft_dynamics_365/search_records.ts index 345f29844f9..d8499fdeda1 100644 --- a/apps/sim/tools/microsoft_dynamics_365/search_records.ts +++ b/apps/sim/tools/microsoft_dynamics_365/search_records.ts @@ -139,6 +139,7 @@ export const microsoftDynamics365SearchRecordsTool: ToolConfig< return `${baseUrl}/api/data/v9.2/searchquery` }, method: 'POST', + stripAuthOnRedirect: true, headers: (params) => ({ Authorization: `Bearer ${params.accessToken}`, 'Content-Type': 'application/json', diff --git a/apps/sim/tools/microsoft_dynamics_365/update_record.ts b/apps/sim/tools/microsoft_dynamics_365/update_record.ts index 04239687677..e6d5988e757 100644 --- a/apps/sim/tools/microsoft_dynamics_365/update_record.ts +++ b/apps/sim/tools/microsoft_dynamics_365/update_record.ts @@ -74,6 +74,7 @@ export const microsoftDynamics365UpdateRecordTool: ToolConfig< return `${baseUrl}/api/data/v9.2/${entitySetName}(${recordId})` }, method: 'PATCH', + stripAuthOnRedirect: true, headers: (params) => ({ Authorization: `Bearer ${params.accessToken}`, 'Content-Type': 'application/json', diff --git a/apps/sim/tools/microsoft_dynamics_365/utils.ts b/apps/sim/tools/microsoft_dynamics_365/utils.ts index 9c9145bd0c9..52a9c05c844 100644 --- a/apps/sim/tools/microsoft_dynamics_365/utils.ts +++ b/apps/sim/tools/microsoft_dynamics_365/utils.ts @@ -8,7 +8,7 @@ const INT32_MIN = -2_147_483_648 const INT32_MAX = 2_147_483_647 const DATAVERSE_ORGANIZATION_LABEL = '[a-z0-9](?:[a-z0-9-]{0,61}[a-z0-9])?' const DATAVERSE_PUBLIC_HOST_PATTERN = new RegExp( - `^(${DATAVERSE_ORGANIZATION_LABEL})(?:\\.api)?\\.crm\\d*\\.dynamics\\.com$` + `^(${DATAVERSE_ORGANIZATION_LABEL})(?:\\.api)?\\.(crm\\d*)\\.dynamics\\.com$` ) const RESERVED_DATAVERSE_ORGANIZATION_LABELS = new Set(['disco', 'globaldisco']) @@ -61,7 +61,7 @@ export function getDynamics365BaseUrl(environmentUrl: string, instanceUrl: strin return requestedEnvironment } -function normalizeDynamics365EnvironmentUrl(environmentUrl: unknown): string { +export function normalizeDynamics365EnvironmentUrl(environmentUrl: unknown): string { if (typeof environmentUrl !== 'string' || environmentUrl.trim().length === 0) { throw new Error('Dataverse environment URL must be a non-empty HTTPS URL') } @@ -75,8 +75,10 @@ function normalizeDynamics365EnvironmentUrl(environmentUrl: unknown): string { const hostMatch = url.hostname.match(DATAVERSE_PUBLIC_HOST_PATTERN) const organizationLabel = hostMatch?.[1] + const regionLabel = hostMatch?.[2] const hasTrustedHost = organizationLabel !== undefined && + regionLabel !== undefined && !RESERVED_DATAVERSE_ORGANIZATION_LABELS.has(organizationLabel) if ( @@ -94,7 +96,7 @@ function normalizeDynamics365EnvironmentUrl(environmentUrl: unknown): string { ) } - return url.origin + return `https://${organizationLabel}.api.${regionLabel}.dynamics.com` } export function normalizeDynamics365ListEntitySetName(value: unknown): string { From 3615dbc8caaa38060d967623873a12b3bd399e73 Mon Sep 17 00:00:00 2001 From: Bill Leoutsakos Date: Fri, 14 Aug 2026 18:31:51 -0700 Subject: [PATCH 3/8] fix(integrations): align Dynamics paging and lifecycle contracts --- .../integrations/microsoft_dynamics_365.mdx | 8 +- .../blocks/microsoft_dynamics_365.test.ts | 84 ++++++++++++- .../blocks/blocks/microsoft_dynamics_365.ts | 112 ++++++++++++++---- .../microsoft_dynamics_365/close_case.ts | 6 +- .../close_opportunity.ts | 23 +++- .../dynamics_crm.test.ts | 96 ++++++++++++++- .../microsoft_dynamics_365/list_records.ts | 51 +++++++- .../sim/tools/microsoft_dynamics_365/types.ts | 4 +- 8 files changed, 341 insertions(+), 43 deletions(-) diff --git a/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx b/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx index da6be6d068b..f07009bb635 100644 --- a/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx +++ b/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx @@ -47,6 +47,7 @@ Query and list records from a Microsoft Dataverse table. Supports OData query op | `expand` | string | No | Navigation properties to expand \(OData $expand\) | | `count` | string | No | Set to "true" to include total record count in response \(OData $count\) | | `nextLink` | string | No | Exact nextLink returned by a previous page of this operation | +| `nextPageSize` | number | No | Exact nextPageSize returned alongside nextLink by the previous page | #### Output @@ -57,6 +58,7 @@ Query and list records from a Microsoft Dataverse table. Supports OData query op | `totalCount` | number | Provider-reported matching-record count, which Dataverse may cap \(requires $count=true\) | | `totalCountLimitExceeded` | boolean | Whether Dataverse capped the provider-reported matching-record count | | `nextLink` | string | URL for the next page of results | +| `nextPageSize` | number | Page size that must accompany nextLink on the continuation request | | `success` | boolean | Operation success status | ### Get Microsoft Dynamics 365 CRM Record @@ -201,8 +203,8 @@ Close a Dynamics 365 Sales opportunity as won or lost. | `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) | | `opportunityId` | string | Yes | GUID of the opportunity to close | | `outcome` | string | Yes | Opportunity outcome: won or lost | -| `subject` | string | Yes | Subject for the opportunity-close activity \(maximum 200 characters\) | -| `description` | string | No | Optional description for the opportunity-close activity | +| `subject` | string | No | Optional subject for the opportunity-close activity \(maximum 200 characters\) | +| `description` | string | No | Optional description for the opportunity-close activity \(maximum 2,000 characters\) | | `statusReason` | number | No | Opportunity status-reason value \(defaults to 3 for won or 4 for lost\) | #### Output @@ -225,7 +227,7 @@ Resolve and close a Dynamics 365 Customer Service case. | `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) | | `caseId` | string | Yes | GUID of the case to close | | `subject` | string | Yes | Subject for the case-resolution activity \(maximum 200 characters\) | -| `description` | string | No | Optional description for the case-resolution activity | +| `description` | string | No | Optional description for the case-resolution activity \(maximum 100,000 characters\) | | `timeSpent` | number | No | Optional nonnegative number of minutes spent resolving the case | | `statusReason` | number | No | Resolved case status-reason value \(default: 5\) | diff --git a/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts b/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts index 0fcd31a1f5a..c32e3cbd8e9 100644 --- a/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts +++ b/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts @@ -147,6 +147,7 @@ describe('MicrosoftDynamics365Block', () => { maxResults: '100', includeCount: false, nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + nextPageSize: '100', data: '{"stale":true}', leadId: 'stale-lead', }) @@ -160,6 +161,7 @@ describe('MicrosoftDynamics365Block', () => { pageSize: 100, count: 'false', nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + nextPageSize: 100, }) expect( @@ -205,6 +207,36 @@ describe('MicrosoftDynamics365Block', () => { expect(mapParams({ operation: 'list_records', recordType: 'account' })).toMatchObject({ pageSize: 100, }) + expect( + mapParams({ + operation: 'list_records', + recordType: 'account', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + nextPageSize: '25', + }) + ).toEqual({ + ...BASE_PARAMS, + entitySetName: 'accounts', + count: 'false', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + nextPageSize: 25, + }) + expect(() => + mapParams({ + operation: 'list_records', + recordType: 'account', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + }) + ).toThrow('Next page size is required when Next Page URL is provided') + expect(() => + mapParams({ + operation: 'list_records', + recordType: 'account', + maxResults: '100', + nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/accounts?$skiptoken=opaque`, + nextPageSize: '25', + }) + ).toThrow('Max results must match Next page size') expect( mapParams({ operation: 'search_records', @@ -243,14 +275,15 @@ describe('MicrosoftDynamics365Block', () => { operation: 'list_owners', ownerType: 'team', nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/teams?$skiptoken=opaque`, + nextPageSize: '100', }) ).toEqual({ ...BASE_PARAMS, entitySetName: 'teams', select: 'teamid,name,teamtype', - pageSize: 100, filter: 'teamtype ne 1', nextLink: `${BASE_PARAMS.environmentUrl}/api/data/v9.2/teams?$skiptoken=opaque`, + nextPageSize: 100, }) }) @@ -436,6 +469,54 @@ describe('MicrosoftDynamics365Block', () => { ).toThrow('Time spent must be at most 2147483647') }) + it('supports an optional opportunity subject and enforces close-description limits', () => { + expect( + mapParams({ + operation: 'close_opportunity', + closeOpportunityId: '11111111-1111-4111-8111-111111111111', + opportunityOutcome: 'won', + }) + ).toEqual({ + ...BASE_PARAMS, + opportunityId: '11111111-1111-4111-8111-111111111111', + outcome: 'won', + }) + expect( + mapParams({ + operation: 'close_opportunity', + closeOpportunityId: '11111111-1111-4111-8111-111111111111', + opportunityOutcome: 'lost', + opportunityDescription: 'x'.repeat(2_000), + }) + ).toMatchObject({ description: 'x'.repeat(2_000) }) + expect(() => + mapParams({ + operation: 'close_opportunity', + closeOpportunityId: '11111111-1111-4111-8111-111111111111', + opportunityDescription: 'x'.repeat(2_001), + }) + ).toThrow('Close notes must be at most 2000 characters') + expect( + mapParams({ + operation: 'close_case', + caseId: '22222222-2222-4222-8222-222222222222', + caseSubject: 'Issue resolved', + caseDescription: 'x'.repeat(100_000), + }) + ).toMatchObject({ description: 'x'.repeat(100_000) }) + expect(() => + mapParams({ + operation: 'close_case', + caseId: '22222222-2222-4222-8222-222222222222', + caseSubject: 'Issue resolved', + caseDescription: 'x'.repeat(100_001), + }) + ).toThrow('Resolution notes must be at most 100000 characters') + expect( + MicrosoftDynamics365Block.subBlocks.find(({ id }) => id === 'opportunitySubject')?.required + ).toBeUndefined() + }) + it('declares only outputs returned by the reused and lifecycle tools', () => { expect(Object.keys(MicrosoftDynamics365Block.outputs)).toEqual([ 'records', @@ -445,6 +526,7 @@ describe('MicrosoftDynamics365Block', () => { 'totalCount', 'totalCountLimitExceeded', 'nextLink', + 'nextPageSize', 'results', 'facets', 'createdEntities', diff --git a/apps/sim/blocks/blocks/microsoft_dynamics_365.ts b/apps/sim/blocks/blocks/microsoft_dynamics_365.ts index ac5ee0faa6c..6147598bfb1 100644 --- a/apps/sim/blocks/blocks/microsoft_dynamics_365.ts +++ b/apps/sim/blocks/blocks/microsoft_dynamics_365.ts @@ -71,6 +71,55 @@ function optionalString(value: unknown): string | undefined { return trimmed.length > 0 ? trimmed : undefined } +function optionalOpaqueString(value: unknown): string | undefined { + return typeof value === 'string' && value.length > 0 ? value : undefined +} + +function optionalBoundedString( + value: unknown, + label: string, + maxLength: number +): string | undefined { + const normalized = optionalString(value) + if (normalized !== undefined && normalized.length > maxLength) { + throw new Error(`${label} must be at most ${maxLength} characters.`) + } + return normalized +} + +function getListPaginationParams(params: Record) { + const pageSize = parseOptionalNumberInput(params.maxResults, 'Max results', { + integer: true, + min: 1, + max: 100, + }) + const nextLink = optionalOpaqueString(params.nextLink) + const nextPageSize = parseOptionalNumberInput(params.nextPageSize, 'Next page size', { + integer: true, + min: 1, + max: 100, + }) + + if (nextLink !== undefined) { + if (nextPageSize === undefined) { + throw new Error('Next page size is required when Next Page URL is provided.') + } + if (pageSize !== undefined && pageSize !== nextPageSize) { + throw new Error('Max results must match Next page size.') + } + return { + nextLink, + nextPageSize, + ...(pageSize !== undefined && { pageSize }), + } + } + + if (nextPageSize !== undefined) { + throw new Error('Next page size may only be provided with Next Page URL.') + } + return { pageSize: pageSize ?? 100 } +} + function parseRequiredRecord(value: unknown): Record { const parsed = parseOptionalJsonInput(value, 'Record data') if (!parsed || typeof parsed !== 'object' || Array.isArray(parsed)) { @@ -344,6 +393,16 @@ export const MicrosoftDynamics365Block: BlockConfig = { condition: { field: 'operation', value: ['list_records', 'list_owners'] }, mode: 'advanced', }, + { + id: 'nextPageSize', + title: 'Next Page Size', + type: 'short-input', + placeholder: 'Use the nextPageSize output from the previous page', + description: + 'Exact continuation page size returned with the previous List Records or List Owners result.', + condition: { field: 'operation', value: ['list_records', 'list_owners'] }, + mode: 'advanced', + }, { id: 'searchTerm', title: 'Search Term', @@ -544,14 +603,15 @@ export const MicrosoftDynamics365Block: BlockConfig = { title: 'Close Subject', type: 'short-input', placeholder: 'Reason or summary for closing the opportunity', + description: 'Optional subject for the opportunity-close activity (maximum 200 characters).', condition: { field: 'operation', value: 'close_opportunity' }, - required: { field: 'operation', value: 'close_opportunity' }, }, { id: 'opportunityDescription', title: 'Close Notes', type: 'long-input', placeholder: 'Optional details about the outcome', + description: 'Optional opportunity-close description (maximum 2,000 characters).', condition: { field: 'operation', value: 'close_opportunity' }, mode: 'advanced', }, @@ -584,6 +644,7 @@ export const MicrosoftDynamics365Block: BlockConfig = { title: 'Resolution Notes', type: 'long-input', placeholder: 'Optional resolution details', + description: 'Optional case-resolution description (maximum 100,000 characters).', condition: { field: 'operation', value: 'close_case' }, mode: 'advanced', }, @@ -646,12 +707,6 @@ export const MicrosoftDynamics365Block: BlockConfig = { switch (params.operation) { case 'list_records': { const recordType = getRecordType(params.recordType) - const top = - parseOptionalNumberInput(params.maxResults, 'Max results', { - integer: true, - min: 1, - max: 100, - }) ?? 100 const includeCount = parseBooleanWithDefault( params.includeCount, 'Include total count', @@ -672,9 +727,8 @@ export const MicrosoftDynamics365Block: BlockConfig = { ...(optionalString(params.recordExpand) && { expand: optionalString(params.recordExpand), }), - pageSize: top, + ...getListPaginationParams(params), count: includeCount ? 'true' : 'false', - ...(optionalString(params.nextLink) && { nextLink: optionalString(params.nextLink) }), } } @@ -744,19 +798,12 @@ export const MicrosoftDynamics365Block: BlockConfig = { case 'list_owners': { const ownerType = getOwnerType(params.ownerType) - const top = - parseOptionalNumberInput(params.maxResults, 'Max results', { - integer: true, - min: 1, - max: 100, - }) ?? 100 return { ...common, entitySetName: ownerType.entitySetName, select: ownerType.select, filter: ownerType.filter, - pageSize: top, - ...(optionalString(params.nextLink) && { nextLink: optionalString(params.nextLink) }), + ...getListPaginationParams(params), } } @@ -840,14 +887,18 @@ export const MicrosoftDynamics365Block: BlockConfig = { 'Opportunity status reason', { integer: true, min: -2_147_483_648, max: 2_147_483_647 } ) + const subject = optionalBoundedString(params.opportunitySubject, 'Close subject', 200) + const description = optionalBoundedString( + params.opportunityDescription, + 'Close notes', + 2_000 + ) return { ...common, opportunityId: requiredString(params.closeOpportunityId, 'Opportunity ID'), outcome: requiredString(params.opportunityOutcome ?? 'won', 'Outcome'), - subject: requiredString(params.opportunitySubject, 'Close subject', 200), - ...(optionalString(params.opportunityDescription) && { - description: optionalString(params.opportunityDescription), - }), + ...(subject && { subject }), + ...(description && { description }), ...(statusReason !== undefined && { statusReason }), } } @@ -863,13 +914,16 @@ export const MicrosoftDynamics365Block: BlockConfig = { 'Case status reason', { integer: true, min: -2_147_483_648, max: 2_147_483_647 } ) + const description = optionalBoundedString( + params.caseDescription, + 'Resolution notes', + 100_000 + ) return { ...common, caseId: requiredString(params.caseId, 'Case ID'), subject: requiredString(params.caseSubject, 'Resolution subject', 200), - ...(optionalString(params.caseDescription) && { - description: optionalString(params.caseDescription), - }), + ...(description && { description }), ...(timeSpent !== undefined && { timeSpent }), ...(statusReason !== undefined && { statusReason }), } @@ -898,6 +952,10 @@ export const MicrosoftDynamics365Block: BlockConfig = { maxResults: { type: 'string', description: 'Maximum results for a single page (1-100)' }, includeCount: { type: 'boolean', description: 'Whether to request the total matching count' }, nextLink: { type: 'string', description: 'Opaque next-page URL from a previous list result' }, + nextPageSize: { + type: 'string', + description: 'Page size paired with the previous list result nextLink', + }, searchTerm: { type: 'string', description: 'Dataverse Search query text' }, searchSkip: { type: 'string', description: 'Number of earlier search results to skip' }, searchMode: { type: 'string', description: 'Search mode: any or all' }, @@ -973,6 +1031,10 @@ export const MicrosoftDynamics365Block: BlockConfig = { description: 'Whether Dataverse capped the provider-reported matching count', }, nextLink: { type: 'string', description: 'Opaque provider URL for the next records page' }, + nextPageSize: { + type: 'number', + description: 'Page size that must accompany the next records page URL', + }, results: { type: 'json', description: 'Current page of Dataverse Search results with table-specific attributes', @@ -1117,7 +1179,7 @@ export const MicrosoftDynamics365BlockMeta = { description: 'Close an approved Dynamics 365 opportunity as won or lost with an explicit outcome summary.', content: - '# Close Sales Opportunity\n\nUse this skill only after the user or an authorized workflow step has approved the final outcome.\n\n## Steps\n1. Retrieve the opportunity and confirm its record ID and intended outcome.\n2. Ask for a close subject and optional notes.\n3. Use Close Opportunity with won or lost; supply a custom status-reason integer only when the environment defines it.\n4. Do not retry the close action automatically.\n5. Report the supplied opportunity ID and outcome without claiming a response status Dynamics 365 did not return.\n\n## Output\nThe closed opportunity ID, chosen outcome, and action success.', + '# Close Sales Opportunity\n\nUse this skill only after the user or an authorized workflow step has approved the final outcome.\n\n## Steps\n1. Retrieve the opportunity and confirm its record ID and intended outcome.\n2. Optionally gather a close subject and notes.\n3. Use Close Opportunity with won or lost; supply a custom status-reason integer only when the environment defines it.\n4. Do not retry the close action automatically.\n5. Report the supplied opportunity ID and outcome without claiming a response status Dynamics 365 did not return.\n\n## Output\nThe closed opportunity ID, chosen outcome, and action success.', }, { name: 'resolve-customer-case', diff --git a/apps/sim/tools/microsoft_dynamics_365/close_case.ts b/apps/sim/tools/microsoft_dynamics_365/close_case.ts index 0db3f6e221d..fcdf7199fa3 100644 --- a/apps/sim/tools/microsoft_dynamics_365/close_case.ts +++ b/apps/sim/tools/microsoft_dynamics_365/close_case.ts @@ -61,7 +61,8 @@ export const microsoftDynamics365CloseCaseTool: ToolConfig< type: 'string', required: false, visibility: 'user-or-llm', - description: 'Optional description for the case-resolution activity', + description: + 'Optional description for the case-resolution activity (maximum 100,000 characters)', }, timeSpent: { type: 'number', @@ -104,6 +105,9 @@ export const microsoftDynamics365CloseCaseTool: ToolConfig< if (typeof params.description !== 'string') { throw new Error('description must be a string') } + if (params.description.length > 100_000) { + throw new Error('description must be at most 100000 characters') + } incidentResolution.description = params.description } if (params.timeSpent !== undefined) { diff --git a/apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts b/apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts index 5b0c75458bf..1d17becd691 100644 --- a/apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts +++ b/apps/sim/tools/microsoft_dynamics_365/close_opportunity.ts @@ -9,7 +9,6 @@ import { getDynamics365BaseUrl, normalizeDataverseGuid, parseDataverseInt32, - parseDataverseRequiredString, } from '@/tools/microsoft_dynamics_365/utils' import type { ToolConfig } from '@/tools/types' @@ -67,15 +66,16 @@ export const microsoftDynamics365CloseOpportunityTool: ToolConfig< }, subject: { type: 'string', - required: true, + required: false, visibility: 'user-or-llm', - description: 'Subject for the opportunity-close activity (maximum 200 characters)', + description: 'Optional subject for the opportunity-close activity (maximum 200 characters)', }, description: { type: 'string', required: false, visibility: 'user-or-llm', - description: 'Optional description for the opportunity-close activity', + description: + 'Optional description for the opportunity-close activity (maximum 2,000 characters)', }, statusReason: { type: 'number', @@ -103,7 +103,6 @@ export const microsoftDynamics365CloseOpportunityTool: ToolConfig< body: (params) => { const opportunityId = normalizeDataverseGuid(params.opportunityId, 'opportunityId') const outcome = parseOpportunityOutcome(params.outcome) - const subject = parseDataverseRequiredString(params.subject, 'subject', 200) const status = params.statusReason === undefined ? outcome === 'won' @@ -112,12 +111,24 @@ export const microsoftDynamics365CloseOpportunityTool: ToolConfig< : parseDataverseInt32(params.statusReason, 'statusReason') const opportunityClose: Record = { 'opportunityid@odata.bind': `/opportunities(${opportunityId})`, - subject, + } + if (params.subject !== undefined) { + if (typeof params.subject !== 'string') { + throw new Error('subject must be a string') + } + const subject = params.subject.trim() + if (subject.length > 200) { + throw new Error('subject must be at most 200 characters') + } + if (subject.length > 0) opportunityClose.subject = subject } if (params.description !== undefined) { if (typeof params.description !== 'string') { throw new Error('description must be a string') } + if (params.description.length > 2_000) { + throw new Error('description must be at most 2000 characters') + } opportunityClose.description = params.description } diff --git a/apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts b/apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts index 8164c657a67..a3dee6367b8 100644 --- a/apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts +++ b/apps/sim/tools/microsoft_dynamics_365/dynamics_crm.test.ts @@ -186,6 +186,7 @@ describe('Microsoft Dataverse Dynamics CRM shared safety', () => { describe('microsoft_dynamics_365_list_records response validation', () => { it('uses a bounded page preference without $top for CRM continuation metadata', () => { const params = { ...LIST_PARAMS, pageSize: 25 } + const nextLink = `${ENVIRONMENT_URL}/api/data/v9.2/accounts?$skiptoken=opaque` expect(resolveUrl(microsoftDynamics365ListRecordsTool.request.url, params)).toBe( `${ENVIRONMENT_URL}/api/data/v9.2/accounts` @@ -196,6 +197,42 @@ describe('microsoft_dynamics_365_list_records response validation', () => { expect(microsoftDynamics365ListRecordsTool.request.headers(LIST_PARAMS).Prefer).toContain( 'odata.maxpagesize=100' ) + expect( + microsoftDynamics365ListRecordsTool.request.headers({ + ...LIST_PARAMS, + nextLink, + nextPageSize: 25, + }).Prefer + ).toContain('odata.maxpagesize=25') + expect( + microsoftDynamics365ListRecordsTool.request.headers({ + ...LIST_PARAMS, + nextLink, + nextPageSize: 25, + pageSize: 25, + }).Prefer + ).toContain('odata.maxpagesize=25') + expect(() => + microsoftDynamics365ListRecordsTool.request.headers({ ...LIST_PARAMS, nextLink }) + ).toThrow('nextPageSize is required when nextLink is provided') + expect(() => + microsoftDynamics365ListRecordsTool.request.headers({ + ...LIST_PARAMS, + nextLink, + nextPageSize: 25, + pageSize: 100, + }) + ).toThrow('pageSize must match nextPageSize') + expect(() => + microsoftDynamics365ListRecordsTool.request.headers({ + ...LIST_PARAMS, + nextLink, + nextPageSize: 0, + }) + ).toThrow('nextPageSize must be an integer from 1 to 100') + expect(() => + microsoftDynamics365ListRecordsTool.request.headers({ ...LIST_PARAMS, nextPageSize: 25 }) + ).toThrow('nextPageSize may only be provided with nextLink') expect(() => microsoftDynamics365ListRecordsTool.request.headers({ ...LIST_PARAMS, pageSize: 101 }) ).toThrow('pageSize must be an integer from 1 to 100') @@ -214,6 +251,7 @@ describe('microsoft_dynamics_365_list_records response validation', () => { resolveUrl(microsoftDynamics365ListRecordsTool.request.url, { ...LIST_PARAMS, nextLink, + nextPageSize: 25, select: 'name', filter: 'statecode eq 0', }) @@ -222,6 +260,7 @@ describe('microsoft_dynamics_365_list_records response validation', () => { resolveUrl(microsoftDynamics365ListRecordsTool.request.url, { ...LIST_PARAMS, nextLink: aliasNextLink, + nextPageSize: 25, }) ).toBe(aliasNextLink) @@ -237,6 +276,7 @@ describe('microsoft_dynamics_365_list_records response validation', () => { resolveUrl(microsoftDynamics365ListRecordsTool.request.url, { ...LIST_PARAMS, nextLink: invalidNextLink, + nextPageSize: 25, }) ).toThrow(/nextLink/i) } @@ -253,7 +293,10 @@ describe('microsoft_dynamics_365_list_records response validation', () => { }) await expect( - microsoftDynamics365ListRecordsTool.transformResponse!(response, LIST_PARAMS) + microsoftDynamics365ListRecordsTool.transformResponse!(response, { + ...LIST_PARAMS, + pageSize: 25, + }) ).resolves.toEqual({ success: true, output: { @@ -262,6 +305,7 @@ describe('microsoft_dynamics_365_list_records response validation', () => { totalCount: 1, totalCountLimitExceeded: false, nextLink: `${ENVIRONMENT_URL}/api/data/v9.2/accounts?$skiptoken=opaque`, + nextPageSize: 25, success: true, }, }) @@ -281,6 +325,7 @@ describe('microsoft_dynamics_365_list_records response validation', () => { totalCount: 0, totalCountLimitExceeded: null, nextLink: null, + nextPageSize: null, success: true, }, }) @@ -878,6 +923,25 @@ describe('microsoft_dynamics_365_close_opportunity', () => { }) }) + it('supports the documented close action without a subject', () => { + const { subject: _subject, ...params } = CLOSE_OPPORTUNITY_PARAMS + expect(microsoftDynamics365CloseOpportunityTool.request.body!(params)).toEqual({ + OpportunityClose: { + 'opportunityid@odata.bind': `/opportunities(${OPPORTUNITY_ID})`, + }, + Status: 3, + }) + expect( + microsoftDynamics365CloseOpportunityTool.request.body!({ ...params, subject: ' Won ' }) + ).toEqual({ + OpportunityClose: { + 'opportunityid@odata.bind': `/opportunities(${OPPORTUNITY_ID})`, + subject: 'Won', + }, + Status: 3, + }) + }) + it('preserves optional text and a zero custom status reason', () => { expect( microsoftDynamics365CloseOpportunityTool.request.body!({ @@ -916,6 +980,21 @@ describe('microsoft_dynamics_365_close_opportunity', () => { ).toThrow(/at most 200 characters/) }) + it('enforces the documented opportunity-close description limit', () => { + expect( + microsoftDynamics365CloseOpportunityTool.request.body!({ + ...CLOSE_OPPORTUNITY_PARAMS, + description: 'x'.repeat(2_000), + }).OpportunityClose + ).toMatchObject({ description: 'x'.repeat(2_000) }) + expect(() => + microsoftDynamics365CloseOpportunityTool.request.body!({ + ...CLOSE_OPPORTUNITY_PARAMS, + description: 'x'.repeat(2_001), + }) + ).toThrow('description must be at most 2000 characters') + }) + it('accepts the documented 204 and returns only caller-known values', async () => { await expect( microsoftDynamics365CloseOpportunityTool.transformResponse!( @@ -992,6 +1071,21 @@ describe('microsoft_dynamics_365_close_case', () => { ).toThrow(/at most 200 characters/) }) + it('enforces the documented case-resolution description limit', () => { + expect( + microsoftDynamics365CloseCaseTool.request.body!({ + ...CLOSE_CASE_PARAMS, + description: 'x'.repeat(100_000), + }).IncidentResolution + ).toMatchObject({ description: 'x'.repeat(100_000) }) + expect(() => + microsoftDynamics365CloseCaseTool.request.body!({ + ...CLOSE_CASE_PARAMS, + description: 'x'.repeat(100_001), + }) + ).toThrow('description must be at most 100000 characters') + }) + it('accepts the documented 204 and returns only the caller-known case ID', async () => { await expect( microsoftDynamics365CloseCaseTool.transformResponse!( diff --git a/apps/sim/tools/microsoft_dynamics_365/list_records.ts b/apps/sim/tools/microsoft_dynamics_365/list_records.ts index ff74f83fa71..96192180f63 100644 --- a/apps/sim/tools/microsoft_dynamics_365/list_records.ts +++ b/apps/sim/tools/microsoft_dynamics_365/list_records.ts @@ -16,6 +16,34 @@ import type { ToolConfig } from '@/tools/types' const logger = createLogger('DataverseListRecords') const DATAVERSE_MAX_NEXT_LINK_LENGTH = 32_768 +function assertDynamics365PageSize(value: number, fieldName: string): number { + if (!Number.isInteger(value) || value < 1 || value > 100) { + throw new Error(`${fieldName} must be an integer from 1 to 100`) + } + return value +} + +function getDynamics365ListPageSize(params: DataverseListRecordsParams): number { + if (params.nextLink !== undefined) { + if (params.nextPageSize === undefined) { + throw new Error('nextPageSize is required when nextLink is provided') + } + const nextPageSize = assertDynamics365PageSize(params.nextPageSize, 'nextPageSize') + if (params.pageSize !== undefined) { + const pageSize = assertDynamics365PageSize(params.pageSize, 'pageSize') + if (pageSize !== nextPageSize) { + throw new Error('pageSize must match nextPageSize') + } + } + return nextPageSize + } + + if (params.nextPageSize !== undefined) { + throw new Error('nextPageSize may only be provided with nextLink') + } + return assertDynamics365PageSize(params.pageSize ?? 100, 'pageSize') +} + function assertDynamics365ListNextLink( value: string, baseUrl: string, @@ -134,13 +162,20 @@ export const microsoftDynamics365ListRecordsTool: ToolConfig< visibility: 'user-or-llm', description: 'Exact nextLink returned by a previous page of this operation', }, + nextPageSize: { + type: 'number', + required: false, + visibility: 'user-or-llm', + description: 'Exact nextPageSize returned alongside nextLink by the previous page', + }, }, request: { url: (params) => { + getDynamics365ListPageSize(params) const baseUrl = getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl) const entitySetName = normalizeDynamics365ListEntitySetName(params.entitySetName) - if (params.nextLink) { + if (params.nextLink !== undefined) { return assertDynamics365ListNextLink(params.nextLink, baseUrl, entitySetName) } const queryParts: string[] = [] @@ -160,10 +195,7 @@ export const microsoftDynamics365ListRecordsTool: ToolConfig< method: 'GET', stripAuthOnRedirect: true, headers: (params) => { - const pageSize = params.pageSize ?? 100 - if (!Number.isInteger(pageSize) || pageSize < 1 || pageSize > 100) { - throw new Error('pageSize must be an integer from 1 to 100') - } + const pageSize = getDynamics365ListPageSize(params) const preferParts = ['odata.include-annotations="*"'] preferParts.push(`odata.maxpagesize=${pageSize}`) return { @@ -210,6 +242,7 @@ export const microsoftDynamics365ListRecordsTool: ToolConfig< ) { throw new Error('Invalid Dataverse list records response: @odata.nextLink must be a string') } + let nextPageSize: number | null = null if (typeof rawNextLink === 'string') { if (!params) { throw new Error( @@ -220,6 +253,7 @@ export const microsoftDynamics365ListRecordsTool: ToolConfig< const baseUrl = getDynamics365BaseUrl(params.environmentUrl, params.instanceUrl) const entitySetName = normalizeDynamics365ListEntitySetName(params.entitySetName) assertDynamics365ListNextLink(rawNextLink, baseUrl, entitySetName) + nextPageSize = getDynamics365ListPageSize(params) } catch { throw new Error( 'Invalid Dataverse list records response: @odata.nextLink must stay on the selected environment and CRM table' @@ -264,6 +298,7 @@ export const microsoftDynamics365ListRecordsTool: ToolConfig< totalCount, totalCountLimitExceeded, nextLink, + nextPageSize, success: true, }, } @@ -291,6 +326,12 @@ export const microsoftDynamics365ListRecordsTool: ToolConfig< optional: true, nullable: true, }, + nextPageSize: { + type: 'number', + description: 'Page size that must accompany nextLink on the continuation request', + optional: true, + nullable: true, + }, success: { type: 'boolean', description: 'Operation success status' }, }, } diff --git a/apps/sim/tools/microsoft_dynamics_365/types.ts b/apps/sim/tools/microsoft_dynamics_365/types.ts index d3c649a812c..74a2cce29bd 100644 --- a/apps/sim/tools/microsoft_dynamics_365/types.ts +++ b/apps/sim/tools/microsoft_dynamics_365/types.ts @@ -85,6 +85,7 @@ export interface DataverseListRecordsParams { expand?: string count?: string nextLink?: string + nextPageSize?: number } export interface DataverseCreateRecordResponse extends ToolResponse { @@ -117,6 +118,7 @@ export interface DataverseListRecordsResponse extends ToolResponse { totalCount: number | null totalCountLimitExceeded: boolean | null nextLink: string | null + nextPageSize: number | null success: boolean } } @@ -178,7 +180,7 @@ export interface DataverseCloseOpportunityParams { environmentUrl: string opportunityId: string outcome: DataverseOpportunityOutcome - subject: string + subject?: string description?: string statusReason?: number } From 8164dc37dd92716cd85231f45d8b29353f0795c0 Mon Sep 17 00:00:00 2001 From: Waleed Latif Date: Fri, 28 Aug 2026 11:57:46 -0700 Subject: [PATCH 4/8] fix(integrations): validate Dynamics 365 contracts --- .../integrations/microsoft_dynamics_365.mdx | 21 ++---- .../connect-oauth-modal.tsx | 2 +- .../blocks/microsoft_dynamics_365.test.ts | 10 ++- .../blocks/blocks/microsoft_dynamics_365.ts | 73 +++++++++++++++++-- .../microsoft-dataverse-connections.test.ts | 9 ++- apps/sim/lib/oauth/microsoft-dataverse.ts | 4 +- apps/sim/tools/generated/tool-ids.ts | 2 +- apps/sim/tools/generated/tool-metadata.ts | 2 +- apps/sim/tools/generated/tool-outputs.ts | 2 +- .../microsoft_dynamics_365/create_record.ts | 2 +- .../dynamics_crm.test.ts | 3 + .../microsoft_dynamics_365/get_record.ts | 2 +- .../sim/tools/microsoft_dynamics_365/index.ts | 18 ++--- .../microsoft_dynamics_365/list_records.ts | 2 +- .../microsoft_dynamics_365/update_record.ts | 7 +- .../deployment-config/src/integrations.json | 12 +-- 16 files changed, 123 insertions(+), 48 deletions(-) diff --git a/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx b/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx index f07009bb635..2d370cbe787 100644 --- a/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx +++ b/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx @@ -5,7 +5,7 @@ description: Manage customers, sales pipelines, and support cases in Dynamics 36 import { BlockInfoCard } from "@/components/ui/block-info-card" - @@ -21,6 +21,7 @@ Two block operations intentionally reuse the new CRM tools under a simpler CRM l Connect one credential per Dynamics environment. The credential is bound to that environment during Microsoft OAuth, and CRM requests refuse a different environment. This release supports public-cloud Dataverse hosts only. {/* MANUAL-CONTENT-END */} + ## Usage Instructions Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges. @@ -31,13 +32,12 @@ Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API ### List Microsoft Dynamics 365 CRM Records -Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination. +Query supported standard Microsoft Dynamics 365 CRM records. Supports OData filtering, column selection, ordering, and one bounded page at a time. #### Input | Parameter | Type | Required | Description | | --------- | ---- | -------- | ----------- | -| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | | `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | | `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | | `select` | string | No | Comma-separated list of columns to return \(OData $select\) | @@ -63,13 +63,12 @@ Query and list records from a Microsoft Dataverse table. Supports OData query op ### Get Microsoft Dynamics 365 CRM Record -Retrieve a single record from a Microsoft Dataverse table by its ID. Supports $select and $expand OData query options. +Retrieve one supported standard Microsoft Dynamics 365 CRM record by its ID. Supports $select and $expand OData query options. #### Input | Parameter | Type | Required | Description | | --------- | ---- | -------- | ----------- | -| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | | `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | | `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | | `recordId` | string | Yes | The unique identifier \(GUID\) of the record to retrieve | @@ -86,13 +85,12 @@ Retrieve a single record from a Microsoft Dataverse table by its ID. Supports $s ### Create Microsoft Dynamics 365 CRM Record -Create a new record in a Microsoft Dataverse table. Requires the entity set name (plural table name) and record data as a JSON object. +Create a new supported standard Microsoft Dynamics 365 CRM record using Dataverse logical column names. #### Input | Parameter | Type | Required | Description | | --------- | ---- | -------- | ----------- | -| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | | `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | | `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | | `data` | object | Yes | Record data as a JSON object with column names as keys | @@ -107,13 +105,12 @@ Create a new record in a Microsoft Dataverse table. Requires the entity set name ### Update Microsoft Dynamics 365 CRM Record -Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change. +Update an existing supported standard Microsoft Dynamics 365 CRM record. Only send the columns you want to change. #### Input | Parameter | Type | Required | Description | | --------- | ---- | -------- | ----------- | -| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | | `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | | `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) | | `recordId` | string | Yes | The unique identifier \(GUID\) of the record to update | @@ -134,7 +131,6 @@ Perform a full-text relevance search across Microsoft Dataverse tables. Requires | Parameter | Type | Required | Description | | --------- | ---- | -------- | ----------- | -| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | | `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) | | `searchTerm` | string | Yes | Search text \(1-100 chars\). Supports simple syntax: + \(AND\), \| \(OR\), - \(NOT\), * \(wildcard\), "exact phrase" | | `entities` | string | No | JSON array of search entity configs. Each object: \{"name":"account","selectColumns":\["name"\],"searchColumns":\["name"\],"filter":"statecode eq 0"\} | @@ -170,7 +166,6 @@ Qualify a Dynamics 365 Sales lead and optionally create linked account, contact, | Parameter | Type | Required | Description | | --------- | ---- | -------- | ----------- | -| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | | `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) | | `leadId` | string | Yes | GUID of the lead to qualify | | `createAccount` | boolean | Yes | Whether to create an account from the lead | @@ -199,7 +194,6 @@ Close a Dynamics 365 Sales opportunity as won or lost. | Parameter | Type | Required | Description | | --------- | ---- | -------- | ----------- | -| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | | `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) | | `opportunityId` | string | Yes | GUID of the opportunity to close | | `outcome` | string | Yes | Opportunity outcome: won or lost | @@ -223,7 +217,6 @@ Resolve and close a Dynamics 365 Customer Service case. | Parameter | Type | Required | Description | | --------- | ---- | -------- | ----------- | -| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential | | `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) | | `caseId` | string | Yes | GUID of the case to close | | `subject` | string | Yes | Subject for the case-resolution activity \(maximum 200 characters\) | @@ -237,3 +230,5 @@ Resolve and close a Dynamics 365 Customer Service case. | --------- | ---- | ----------- | | `caseId` | string | GUID of the closed case | | `success` | boolean | Whether the case was closed successfully | + + diff --git a/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx index 84833779699..f04e2b891c8 100644 --- a/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx +++ b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx @@ -26,11 +26,11 @@ import { parseProvider, } from '@/lib/oauth' import { getScopeDescription, getServiceConfigByProviderId } from '@/lib/oauth/utils' -import { withBrandIcon } from '@/blocks/brand-icon' import { MicrosoftDataverseEnvironmentField, useMicrosoftDataverseEnvironmentForm, } from '@/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment' +import { withBrandIcon } from '@/blocks/brand-icon' import { useCreateCredentialDraft, useWorkspaceCredentials } from '@/hooks/queries/credentials' import { assertMicrosoftDataverseWebOAuthAvailable, diff --git a/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts b/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts index c32e3cbd8e9..087a7645517 100644 --- a/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts +++ b/apps/sim/blocks/blocks/microsoft_dynamics_365.test.ts @@ -243,8 +243,16 @@ describe('MicrosoftDynamics365Block', () => { recordType: 'account', searchTerm: 'Contoso', searchSkip: '0', + searchFilter: ' statecode eq 0 ', + searchFacets: ' ["ownerid,count:100"] ', + searchOrderBy: ' ["createdon desc"] ', }) - ).toMatchObject({ skip: 0 }) + ).toMatchObject({ + skip: 0, + filter: 'statecode eq 0', + facets: '["ownerid,count:100"]', + orderBy: '["createdon desc"]', + }) expect(() => mapParams({ operation: 'search_records', diff --git a/apps/sim/blocks/blocks/microsoft_dynamics_365.ts b/apps/sim/blocks/blocks/microsoft_dynamics_365.ts index 6147598bfb1..8372e515086 100644 --- a/apps/sim/blocks/blocks/microsoft_dynamics_365.ts +++ b/apps/sim/blocks/blocks/microsoft_dynamics_365.ts @@ -299,7 +299,7 @@ export const MicrosoftDynamics365Block: BlockConfig = { wandConfig: { enabled: true, prompt: - 'Generate a JSON object for a Dynamics 365 Dataverse record. Use logical column names, preserve any custom column names supplied by the user, and return only valid JSON.', + 'Generate a JSON object for a Dynamics 365 Dataverse record. Use logical column names and preserve any custom column names supplied by the user. Return ONLY valid JSON - no explanations, no extra text.', placeholder: 'Describe the CRM fields to create or update...', generationType: 'json-object', }, @@ -314,7 +314,7 @@ export const MicrosoftDynamics365Block: BlockConfig = { wandConfig: { enabled: true, prompt: - 'Generate a comma-separated list of Dynamics 365 Dataverse logical column names. Return only the comma-separated names.', + 'Generate a comma-separated list of Dynamics 365 Dataverse logical column names, for example name,telephone1,emailaddress1. Return ONLY the comma-separated names - no explanations, no extra text.', placeholder: 'Describe the columns to retrieve...', generationType: 'odata-expression', }, @@ -329,7 +329,7 @@ export const MicrosoftDynamics365Block: BlockConfig = { wandConfig: { enabled: true, prompt: - 'Generate a Dataverse OData $filter expression using logical column names. Return only the expression without the $filter= prefix.', + "Generate a Dataverse OData $filter expression using logical column names, for example statecode eq 0 and contains(name,'Contoso'). Return ONLY the expression without the $filter= prefix - no explanations, no extra text.", placeholder: 'Describe which CRM records to include...', generationType: 'odata-expression', }, @@ -344,7 +344,7 @@ export const MicrosoftDynamics365Block: BlockConfig = { wandConfig: { enabled: true, prompt: - 'Generate a Dataverse OData $orderby expression using logical column names. Return only the expression without the $orderby= prefix.', + 'Generate a Dataverse OData $orderby expression using logical column names, for example createdon desc,name asc. Return ONLY the expression without the $orderby= prefix - no explanations, no extra text.', placeholder: 'Describe how to sort the records...', generationType: 'odata-expression', }, @@ -359,7 +359,7 @@ export const MicrosoftDynamics365Block: BlockConfig = { wandConfig: { enabled: true, prompt: - 'Generate a Dataverse OData $expand expression for the requested relationships. Return only the expression without the $expand= prefix.', + 'Generate a Dataverse OData $expand expression for the requested relationships, for example primarycontactid($select=fullname,emailaddress1). Return ONLY the expression without the $expand= prefix - no explanations, no extra text.', placeholder: 'Describe which related records to include...', generationType: 'odata-expression', }, @@ -424,6 +424,54 @@ export const MicrosoftDynamics365Block: BlockConfig = { condition: { field: 'operation', value: 'search_records' }, mode: 'advanced', }, + { + id: 'searchFilter', + title: 'Search Filter', + type: 'short-input', + placeholder: 'statecode eq 0', + description: 'Global OData filter applied to the selected record type.', + condition: { field: 'operation', value: 'search_records' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a Dataverse Search OData filter using logical column names, for example statecode eq 0 and createdon ge 2024-01-01. Return ONLY the expression - no explanations, no extra text.', + placeholder: 'Describe which search results to include...', + generationType: 'odata-expression', + }, + }, + { + id: 'searchFacets', + title: 'Search Facets', + type: 'long-input', + placeholder: '["entityname,count:100","ownerid,count:100"]', + description: 'JSON array of Dataverse Search facet specifications.', + condition: { field: 'operation', value: 'search_records' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a JSON array of Dataverse Search facet specifications, for example ["entityname,count:100","ownerid,count:100"]. Return ONLY the JSON array - no explanations, no extra text.', + placeholder: 'Describe how to group the search results...', + generationType: 'json-array', + }, + }, + { + id: 'searchOrderBy', + title: 'Search Order By', + type: 'short-input', + placeholder: '["createdon desc"]', + description: 'JSON array of Dataverse Search sort expressions.', + condition: { field: 'operation', value: 'search_records' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a JSON array of Dataverse Search sort expressions using logical column names, for example ["createdon desc"]. Return ONLY the JSON array - no explanations, no extra text.', + placeholder: 'Describe how to sort the search results...', + generationType: 'json-array', + }, + }, { id: 'searchSkip', title: 'Search Offset', @@ -791,6 +839,15 @@ export const MicrosoftDynamics365Block: BlockConfig = { entities: JSON.stringify([{ name: recordType.logicalName }]), top, ...(skip !== undefined && { skip }), + ...(optionalString(params.searchFilter) && { + filter: optionalString(params.searchFilter), + }), + ...(optionalString(params.searchFacets) && { + facets: optionalString(params.searchFacets), + }), + ...(optionalString(params.searchOrderBy) && { + orderBy: optionalString(params.searchOrderBy), + }), searchMode: requiredString(params.searchMode ?? 'any', 'Search mode'), searchType: requiredString(params.searchType ?? 'simple', 'Query type'), } @@ -958,6 +1015,12 @@ export const MicrosoftDynamics365Block: BlockConfig = { }, searchTerm: { type: 'string', description: 'Dataverse Search query text' }, searchSkip: { type: 'string', description: 'Number of earlier search results to skip' }, + searchFilter: { type: 'string', description: 'Global OData filter for Dataverse Search' }, + searchFacets: { type: 'string', description: 'JSON array of Dataverse Search facets' }, + searchOrderBy: { + type: 'string', + description: 'JSON array of Dataverse Search sort expressions', + }, searchMode: { type: 'string', description: 'Search mode: any or all' }, searchType: { type: 'string', description: 'Search query type: simple or lucene' }, ownerType: { type: 'string', description: 'Owner type: user or team' }, diff --git a/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts index 10468447203..bce7ddb94d3 100644 --- a/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts +++ b/apps/sim/hooks/queries/oauth/microsoft-dataverse-connections.test.ts @@ -72,6 +72,7 @@ describe('Microsoft Dataverse OAuth connections', () => { it('builds the exact environment-bound Better Auth link request', () => { const request = buildMicrosoftDataverseOAuthLinkRequest({ callbackURL: 'https://sim.test/workflow?existing=1', + draftId: 'draft-1', environmentUrl: ' https://contoso.crm4.dynamics.com/ ', }) @@ -83,7 +84,10 @@ describe('Microsoft Dataverse OAuth connections', () => { 'https://contoso.api.crm4.dynamics.com/.default', 'offline_access', ]) - expect(new URL(request.callbackURL).searchParams.get('__sim_dataverse_environment')).toBe( + const callback = new URL(request.callbackURL) + expect(callback.searchParams.get('existing')).toBe('1') + expect(callback.searchParams.get('credentialDraftId')).toBe('draft-1') + expect(callback.searchParams.get('__sim_dataverse_environment')).toBe( 'https://contoso.api.crm4.dynamics.com' ) }) @@ -95,6 +99,7 @@ describe('Microsoft Dataverse OAuth connections', () => { await act(async () => { await hook.result().mutateAsync({ callbackURL: 'https://sim.test/workflow', + draftId: 'draft-1', environmentUrl: 'https://contoso.crm.dynamics.com', }) }) @@ -102,7 +107,7 @@ describe('Microsoft Dataverse OAuth connections', () => { expect(mockLink).toHaveBeenCalledWith({ providerId: 'microsoft-dataverse', callbackURL: - 'https://sim.test/workflow?__sim_dataverse_environment=https%3A%2F%2Fcontoso.api.crm.dynamics.com', + 'https://sim.test/workflow?credentialDraftId=draft-1&__sim_dataverse_environment=https%3A%2F%2Fcontoso.api.crm.dynamics.com', scopes: [ 'openid', 'profile', diff --git a/apps/sim/lib/oauth/microsoft-dataverse.ts b/apps/sim/lib/oauth/microsoft-dataverse.ts index 10f54de918c..e3706e845af 100644 --- a/apps/sim/lib/oauth/microsoft-dataverse.ts +++ b/apps/sim/lib/oauth/microsoft-dataverse.ts @@ -258,9 +258,7 @@ export function extractMicrosoftDataverseEnvironmentUrl( const candidate = value.slice(DATAVERSE_INSTANCE_MARKER_PREFIX.length) try { origins.add(normalizeMicrosoftDataverseEnvironmentUrl(candidate)) - } catch { - // Ignore unrelated or hostile scopes rather than treating them as a trusted token audience. - } + } catch {} } if (origins.size > 1) { diff --git a/apps/sim/tools/generated/tool-ids.ts b/apps/sim/tools/generated/tool-ids.ts index eb371835666..6f157b3e485 100644 --- a/apps/sim/tools/generated/tool-ids.ts +++ b/apps/sim/tools/generated/tool-ids.ts @@ -3,7 +3,7 @@ /** Every registered tool id, including versioned variants. */ const toolIds: string[] = JSON.parse( - '["a2a_cancel_task","a2a_get_agent_card","a2a_get_task","a2a_send_message","affinity_batch_update_entity_fields","affinity_batch_update_list_entry_fields","affinity_create_list","affinity_create_list_field_dropdown_option","affinity_create_merge","affinity_create_note","affinity_create_reminder","affinity_delete_list_field_dropdown_option","affinity_delete_note","affinity_get_company","affinity_get_current_user","affinity_get_entity_field_value","affinity_get_list","affinity_get_list_entry","affinity_get_list_entry_field","affinity_get_list_field_dropdown_option","affinity_get_merge","affinity_get_merge_task","affinity_get_note","affinity_get_opportunity","affinity_get_person","affinity_get_saved_view","affinity_get_transcript","affinity_get_user","affinity_list_calls","affinity_list_chat_messages","affinity_list_companies","affinity_list_coworker_connections","affinity_list_emails","affinity_list_entity_field_values","affinity_list_entity_list_entries","affinity_list_entity_lists","affinity_list_entity_notes","affinity_list_entity_relationships","affinity_list_field_dropdown_options","affinity_list_field_metadata","affinity_list_field_value_changes","affinity_list_investor_executive_connections","affinity_list_list_entries","affinity_list_list_entry_field_value_changes","affinity_list_list_entry_fields","affinity_list_list_field_dropdown_options","affinity_list_list_fields","affinity_list_lists","affinity_list_meetings","affinity_list_merge_tasks","affinity_list_merges","affinity_list_note_attached_companies","affinity_list_note_attached_opportunities","affinity_list_note_attached_persons","affinity_list_note_replies","affinity_list_notes","affinity_list_opportunities","affinity_list_persons","affinity_list_reminders","affinity_list_saved_view_entries","affinity_list_saved_views","affinity_list_transcript_fragments","affinity_list_transcripts","affinity_list_users","affinity_search_companies","affinity_search_files","affinity_search_list_entries","affinity_search_notes","affinity_search_persons","affinity_semantic_search","affinity_update_entity_field_value","affinity_update_list_entry_field","affinity_update_list_field_dropdown_option","affinity_update_note","agentmail_create_draft","agentmail_create_inbox","agentmail_delete_draft","agentmail_delete_inbox","agentmail_delete_thread","agentmail_forward_message","agentmail_get_draft","agentmail_get_inbox","agentmail_get_message","agentmail_get_thread","agentmail_list_drafts","agentmail_list_inboxes","agentmail_list_messages","agentmail_list_threads","agentmail_reply_message","agentmail_send_draft","agentmail_send_message","agentmail_update_draft","agentmail_update_inbox","agentmail_update_message","agentmail_update_thread","agentphone_create_call","agentphone_create_contact","agentphone_create_number","agentphone_delete_contact","agentphone_get_call","agentphone_get_call_transcript","agentphone_get_contact","agentphone_get_conversation","agentphone_get_conversation_messages","agentphone_get_number_messages","agentphone_get_usage","agentphone_get_usage_daily","agentphone_get_usage_monthly","agentphone_list_calls","agentphone_list_contacts","agentphone_list_conversations","agentphone_list_numbers","agentphone_react_to_message","agentphone_release_number","agentphone_send_message","agentphone_update_contact","agentphone_update_conversation","agiloft_async_status","agiloft_attach_file","agiloft_attachment_info","agiloft_create_record","agiloft_delete_record","agiloft_get_choice_line_id","agiloft_list_tables","agiloft_lock_record","agiloft_nlp_search","agiloft_read_record","agiloft_remove_attachment","agiloft_retrieve_attachment","agiloft_run_action_button","agiloft_saved_search","agiloft_search_records","agiloft_select_records","agiloft_update_record","agiloft_upsert_record","ahrefs_anchors","ahrefs_backlinks","ahrefs_backlinks_stats","ahrefs_batch_analysis","ahrefs_broken_backlinks","ahrefs_domain_rating","ahrefs_domain_rating_history","ahrefs_keyword_overview","ahrefs_keywords_history","ahrefs_metrics","ahrefs_metrics_history","ahrefs_organic_competitors","ahrefs_organic_keywords","ahrefs_paid_pages","ahrefs_rank_tracker_competitors_overview","ahrefs_rank_tracker_competitors_stats","ahrefs_rank_tracker_overview","ahrefs_rank_tracker_serp_overview","ahrefs_refdomains_history","ahrefs_referring_domains","ahrefs_related_terms","ahrefs_site_audit_page_explorer","ahrefs_top_pages","airtable_create_records","airtable_delete_records","airtable_get_base_schema","airtable_get_record","airtable_list_bases","airtable_list_records","airtable_list_tables","airtable_update_multiple_records","airtable_update_record","airtable_upsert_records","airweave_search","algolia_add_record","algolia_batch_operations","algolia_browse_records","algolia_clear_records","algolia_copy_move_index","algolia_delete_by_filter","algolia_delete_index","algolia_delete_record","algolia_get_record","algolia_get_records","algolia_get_settings","algolia_get_task_status","algolia_list_indices","algolia_partial_update_record","algolia_search","algolia_update_settings","amplitude_event_segmentation","amplitude_funnels","amplitude_get_active_users","amplitude_get_revenue","amplitude_group_identify","amplitude_identify_user","amplitude_list_events","amplitude_realtime_active_users","amplitude_retention","amplitude_send_event","amplitude_user_activity","amplitude_user_profile","amplitude_user_search","apify_get_dataset_items","apify_get_run","apify_run_actor_async","apify_run_actor_sync","apify_run_task","apollo_account_bulk_create","apollo_account_bulk_update","apollo_account_create","apollo_account_search","apollo_account_update","apollo_contact_bulk_create","apollo_contact_bulk_update","apollo_contact_create","apollo_contact_search","apollo_contact_update","apollo_email_accounts","apollo_opportunity_create","apollo_opportunity_get","apollo_opportunity_search","apollo_opportunity_update","apollo_organization_bulk_enrich","apollo_organization_enrich","apollo_organization_search","apollo_people_bulk_enrich","apollo_people_enrich","apollo_people_search","apollo_sequence_add_contacts","apollo_sequence_search","apollo_task_create","apollo_task_search","appconfig_create_application","appconfig_create_configuration_profile","appconfig_create_environment","appconfig_create_hosted_configuration_version","appconfig_delete_application","appconfig_delete_configuration_profile","appconfig_delete_environment","appconfig_delete_hosted_configuration_version","appconfig_get_application","appconfig_get_configuration","appconfig_get_configuration_profile","appconfig_get_deployment","appconfig_get_environment","appconfig_get_hosted_configuration_version","appconfig_list_applications","appconfig_list_configuration_profiles","appconfig_list_deployment_strategies","appconfig_list_deployments","appconfig_list_environments","appconfig_list_hosted_configuration_versions","appconfig_start_deployment","appconfig_stop_deployment","appconfig_update_application","appconfig_update_configuration_profile","appconfig_update_environment","arxiv_get_author_papers","arxiv_get_paper","arxiv_search","asana_add_comment","asana_add_followers","asana_create_project","asana_create_section","asana_create_subtask","asana_create_task","asana_delete_task","asana_get_project","asana_get_projects","asana_get_task","asana_list_sections","asana_list_workspaces","asana_search_tasks","asana_update_task","ashby_add_candidate_tag","ashby_anonymize_candidate","ashby_change_application_source","ashby_change_application_stage","ashby_create_application","ashby_create_candidate","ashby_create_note","ashby_delete_application","ashby_get_application","ashby_get_candidate","ashby_get_job","ashby_get_job_posting","ashby_get_offer","ashby_list_applications","ashby_list_archive_reasons","ashby_list_candidate_tags","ashby_list_candidates","ashby_list_custom_fields","ashby_list_departments","ashby_list_interviews","ashby_list_job_postings","ashby_list_jobs","ashby_list_locations","ashby_list_notes","ashby_list_offers","ashby_list_openings","ashby_list_sources","ashby_list_users","ashby_remove_candidate_tag","ashby_search_candidates","ashby_set_custom_field_value","ashby_set_custom_field_values","ashby_update_candidate","athena_batch_get_query_execution","athena_create_named_query","athena_delete_named_query","athena_get_named_query","athena_get_query_execution","athena_get_query_results","athena_list_databases","athena_list_named_queries","athena_list_query_executions","athena_list_table_metadata","athena_start_query","athena_stop_query","attio_assert_record","attio_create_attribute","attio_create_comment","attio_create_list","attio_create_list_entry","attio_create_note","attio_create_object","attio_create_record","attio_create_task","attio_create_webhook","attio_delete_comment","attio_delete_list_entry","attio_delete_note","attio_delete_record","attio_delete_task","attio_delete_webhook","attio_get_attribute","attio_get_comment","attio_get_list","attio_get_list_entry","attio_get_member","attio_get_note","attio_get_object","attio_get_record","attio_get_task","attio_get_thread","attio_get_webhook","attio_list_attributes","attio_list_lists","attio_list_members","attio_list_notes","attio_list_objects","attio_list_records","attio_list_tasks","attio_list_threads","attio_list_webhooks","attio_query_list_entries","attio_search_records","attio_update_attribute","attio_update_list","attio_update_list_entry","attio_update_object","attio_update_record","attio_update_task","attio_update_webhook","azure_data_explorer_create_table","azure_data_explorer_drop_table","azure_data_explorer_ingest_from_query","azure_data_explorer_ingest_inline","azure_data_explorer_list_databases","azure_data_explorer_list_functions","azure_data_explorer_list_tables","azure_data_explorer_management","azure_data_explorer_query","azure_data_explorer_show_database_schema","azure_data_explorer_show_ingestion_failures","azure_data_explorer_show_operations","azure_data_explorer_show_table_details","azure_data_explorer_show_table_schema","azure_devops_add_comment","azure_devops_create_work_item","azure_devops_get_build_log","azure_devops_get_build_timeline","azure_devops_get_comments","azure_devops_get_pipeline","azure_devops_get_pipeline_run","azure_devops_get_work_item","azure_devops_get_work_items_batch","azure_devops_get_work_items_between_builds","azure_devops_list_build_logs","azure_devops_list_builds","azure_devops_list_pipeline_runs","azure_devops_list_pipelines","azure_devops_query_work_items","azure_devops_update_work_item","bitbucket_approve_pull_request","bitbucket_create_branch","bitbucket_create_pull_request","bitbucket_create_pull_request_comment","bitbucket_decline_pull_request","bitbucket_delete_branch","bitbucket_get_commit","bitbucket_get_file","bitbucket_get_file_metadata","bitbucket_get_pipeline","bitbucket_get_pipeline_step_log","bitbucket_get_pull_request","bitbucket_get_pull_request_diff","bitbucket_get_pull_request_diffstat","bitbucket_get_pull_request_merge_task_status","bitbucket_get_repository","bitbucket_list_branches","bitbucket_list_commits","bitbucket_list_directory","bitbucket_list_pipeline_steps","bitbucket_list_pipelines","bitbucket_list_pull_request_comments","bitbucket_list_pull_request_commit_statuses","bitbucket_list_pull_requests","bitbucket_list_repositories","bitbucket_list_workspaces","bitbucket_merge_pull_request","bitbucket_request_pull_request_changes","bitbucket_stop_pipeline","bitbucket_trigger_pipeline","box_copy_file","box_create_folder","box_delete_file","box_delete_folder","box_download_file","box_get_file_info","box_list_folder_items","box_search","box_sign_cancel_request","box_sign_create_request","box_sign_get_request","box_sign_list_requests","box_sign_resend_request","box_update_file","box_upload_file","brandfetch_get_brand","brandfetch_search","brex_archive_budget","brex_create_budget","brex_create_spend_limit","brex_create_transfer","brex_create_vendor","brex_get_budget","brex_get_cash_account","brex_get_company","brex_get_current_user","brex_get_expense","brex_get_spend_limit","brex_get_transfer","brex_get_user","brex_get_vendor","brex_list_budgets","brex_list_card_accounts","brex_list_card_statements","brex_list_card_transactions","brex_list_cards","brex_list_cash_accounts","brex_list_cash_statements","brex_list_cash_transactions","brex_list_departments","brex_list_expenses","brex_list_locations","brex_list_spend_limits","brex_list_titles","brex_list_transfers","brex_list_users","brex_list_vendors","brex_match_receipt","brex_update_expense","brex_update_vendor","brex_upload_receipt","brightdata_cancel_snapshot","brightdata_discover","brightdata_download_snapshot","brightdata_scrape_dataset","brightdata_scrape_url","brightdata_serp_search","brightdata_snapshot_status","brightdata_sync_scrape","browser_use_run_task","buffer_create_idea","buffer_create_post","buffer_delete_post","buffer_edit_post","buffer_get_account","buffer_get_channels","buffer_get_idea_groups","buffer_get_ideas","buffer_get_post","buffer_get_posts","calcom_cancel_booking","calcom_confirm_booking","calcom_create_booking","calcom_create_event_type","calcom_create_schedule","calcom_decline_booking","calcom_delete_event_type","calcom_delete_schedule","calcom_get_booking","calcom_get_default_schedule","calcom_get_event_type","calcom_get_schedule","calcom_get_slots","calcom_list_bookings","calcom_list_event_types","calcom_list_schedules","calcom_reschedule_booking","calcom_update_event_type","calcom_update_schedule","calendly_cancel_event","calendly_create_event_invitee","calendly_create_invitee_no_show","calendly_create_scheduling_link","calendly_create_webhook","calendly_delete_invitee_no_show","calendly_delete_webhook","calendly_get_current_user","calendly_get_event_invitee","calendly_get_event_type","calendly_get_scheduled_event","calendly_get_user","calendly_list_event_invitees","calendly_list_event_type_available_times","calendly_list_event_types","calendly_list_organization_memberships","calendly_list_routing_form_submissions","calendly_list_routing_forms","calendly_list_scheduled_events","calendly_list_user_availability_schedules","calendly_list_user_busy_times","calendly_list_webhooks","cbinsights_chat","cbinsights_get_commercial_maturity_history","cbinsights_get_exit_probability_history","cbinsights_get_mosaic_history","cbinsights_get_org_business_relationships","cbinsights_get_org_funding_window","cbinsights_get_org_fundings","cbinsights_get_org_investments","cbinsights_get_org_management_and_board","cbinsights_get_org_outlook","cbinsights_get_org_portfolio_exits","cbinsights_get_org_revenue","cbinsights_get_scouting_report","cbinsights_get_strategy_map","cbinsights_list_business_relationships","cbinsights_list_funding_window","cbinsights_list_fundings","cbinsights_list_investments","cbinsights_list_management_and_board","cbinsights_list_outlook","cbinsights_list_portfolio_exits","cbinsights_list_revenue","cbinsights_lookup_organizations","cbinsights_rag","cbinsights_search_firmographics"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_incidents","uptimerobot_list_maintenance_windows","uptimerobot_list_monitors","uptimerobot_list_psps","uptimerobot_pause_monitor","uptimerobot_start_monitor","uptimerobot_update_maintenance_window","uptimerobot_update_monitor","uptimerobot_update_psp","vanta_download_document_file","vanta_get_control","vanta_get_document","vanta_get_framework","vanta_get_person","vanta_get_policy","vanta_get_risk_scenario","vanta_get_test","vanta_get_vendor","vanta_get_vulnerable_asset","vanta_list_control_documents","vanta_list_control_tests","vanta_list_controls","vanta_list_document_uploads","vanta_list_documents","vanta_list_framework_controls","vanta_list_frameworks","vanta_list_monitored_computers","vanta_list_people","vanta_list_policies","vanta_list_risk_scenarios","vanta_list_test_entities","vanta_list_tests","vanta_list_vendors","vanta_list_vulnerabilities","vanta_list_vulnerability_remediations","vanta_list_vulnerable_assets","vanta_submit_document","vanta_upload_document_file","vercel_add_domain","vercel_add_project_domain","vercel_cancel_deployment","vercel_create_alias","vercel_create_check","vercel_create_deployment","vercel_create_dns_record","vercel_create_edge_config","vercel_create_env_var","vercel_create_project","vercel_create_webhook","vercel_delete_alias","vercel_delete_deployment","vercel_delete_dns_record","vercel_delete_domain","vercel_delete_edge_config","vercel_delete_env_var","vercel_delete_project","vercel_delete_webhook","vercel_get_alias","vercel_get_check","vercel_get_deployment","vercel_get_deployment_events","vercel_get_domain","vercel_get_domain_config","vercel_get_edge_config","vercel_get_edge_config_items","vercel_get_env_vars","vercel_get_project","vercel_get_team","vercel_get_user","vercel_get_webhook","vercel_list_aliases","vercel_list_checks","vercel_list_deployment_files","vercel_list_deployments","vercel_list_dns_records","vercel_list_domains","vercel_list_edge_configs","vercel_list_project_domains","vercel_list_projects","vercel_list_team_members","vercel_list_teams","vercel_list_webhooks","vercel_pause_project","vercel_promote_deployment","vercel_remove_project_domain","vercel_rerequest_check","vercel_unpause_project","vercel_update_check","vercel_update_dns_record","vercel_update_edge_config_items","vercel_update_env_var","vercel_update_project","vercel_update_project_domain","vercel_verify_project_domain","video_falai","video_luma","video_minimax","video_runway","video_veo","vision_tool","vision_tool_v2","wealthbox_read_contact","wealthbox_read_note","wealthbox_read_task","wealthbox_write_contact","wealthbox_write_note","wealthbox_write_task","webflow_create_item","webflow_delete_item","webflow_get_item","webflow_list_items","webflow_update_item","webhook_request","whatsapp_get_media","whatsapp_mark_read","whatsapp_send_interactive","whatsapp_send_media","whatsapp_send_message","whatsapp_send_reaction","whatsapp_send_template","whatsapp_upload_media","wikipedia_content","wikipedia_random","wikipedia_search","wikipedia_summary","windchill_check_in_document","windchill_check_in_documents","windchill_check_out_document","windchill_check_out_documents","windchill_create_document","windchill_create_documents","windchill_delete_document","windchill_delete_documents","windchill_download_attachment","windchill_download_primary_content","windchill_get_document","windchill_get_document_structure","windchill_get_primary_content","windchill_get_valid_state_transitions","windchill_list_attachments","windchill_list_documents","windchill_revise_document","windchill_revise_documents","windchill_set_lifecycle_state","windchill_undo_check_out_document","windchill_undo_check_out_documents","windchill_update_common_properties","windchill_update_document","windchill_update_document_security_labels","windchill_update_documents","windchill_upload_attachments","windchill_upload_primary_content","wiza_company_enrichment","wiza_get_credits","wiza_individual_reveal","wiza_prospect_search","wordpress_create_category","wordpress_create_comment","wordpress_create_page","wordpress_create_post","wordpress_create_tag","wordpress_delete_category","wordpress_delete_comment","wordpress_delete_media","wordpress_delete_page","wordpress_delete_post","wordpress_delete_tag","wordpress_get_category","wordpress_get_current_user","wordpress_get_media","wordpress_get_page","wordpress_get_post","wordpress_get_tag","wordpress_get_user","wordpress_list_categories","wordpress_list_comments","wordpress_list_media","wordpress_list_pages","wordpress_list_posts","wordpress_list_tags","wordpress_list_users","wordpress_search_content","wordpress_update_category","wordpress_update_comment","wordpress_update_page","wordpress_update_post","wordpress_update_tag","wordpress_upload_media","workday_assign_onboarding","workday_change_job","workday_create_prehire","workday_get_compensation","workday_get_organizations","workday_get_worker","workday_hire_employee","workday_list_workers","workday_terminate_worker","workday_update_worker","workflow_executor","x_create_bookmark","x_create_tweet","x_delete_bookmark","x_delete_tweet","x_get_blocking","x_get_bookmarks","x_get_followers","x_get_following","x_get_liked_tweets","x_get_liking_users","x_get_me","x_get_personalized_trends","x_get_quote_tweets","x_get_retweeted_by","x_get_trends_by_woeid","x_get_tweets_by_ids","x_get_usage","x_get_user_mentions","x_get_user_timeline","x_get_user_tweets","x_hide_reply","x_manage_block","x_manage_follow","x_manage_like","x_manage_mute","x_manage_retweet","x_read","x_search","x_search_tweets","x_search_users","x_user","x_write","youtube_channel_info","youtube_channel_playlists","youtube_channel_videos","youtube_comments","youtube_playlist_items","youtube_search","youtube_trending","youtube_video_categories","youtube_video_details","zendesk_autocomplete_organizations","zendesk_create_organization","zendesk_create_organizations_bulk","zendesk_create_ticket","zendesk_create_tickets_bulk","zendesk_create_user","zendesk_create_users_bulk","zendesk_delete_organization","zendesk_delete_ticket","zendesk_delete_user","zendesk_get_current_user","zendesk_get_organization","zendesk_get_organizations","zendesk_get_ticket","zendesk_get_tickets","zendesk_get_user","zendesk_get_users","zendesk_merge_tickets","zendesk_search","zendesk_search_count","zendesk_search_users","zendesk_update_organization","zendesk_update_ticket","zendesk_update_tickets_bulk","zendesk_update_user","zendesk_update_users_bulk","zep_add_messages","zep_add_user","zep_create_thread","zep_delete_thread","zep_get_context","zep_get_messages","zep_get_threads","zep_get_user","zep_get_user_threads","zerobounce_get_credits","zerobounce_verify_email","zoho_desk_add_comment","zoho_desk_get_attachment","zoho_desk_get_contact","zoho_desk_get_thread","zoho_desk_get_ticket","zoho_desk_list_comments","zoho_desk_list_organizations","zoho_desk_list_threads","zoho_desk_list_tickets","zoho_desk_update_ticket","zoom_create_meeting","zoom_delete_meeting","zoom_delete_recording","zoom_get_meeting","zoom_get_meeting_invitation","zoom_get_meeting_recordings","zoom_list_meetings","zoom_list_past_participants","zoom_list_recordings","zoom_update_meeting","zoominfo_enrich_companies","zoominfo_enrich_contacts","zoominfo_search_companies","zoominfo_search_contacts","zoominfo_search_intent","zoominfo_search_news"]' 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legram_unpin_message","temporal_cancel_workflow","temporal_count_workflows","temporal_create_schedule","temporal_delete_schedule","temporal_describe_schedule","temporal_describe_task_queue","temporal_describe_workflow","temporal_get_workflow_history","temporal_list_schedules","temporal_list_workflows","temporal_pause_schedule","temporal_query_workflow","temporal_reset_workflow","temporal_signal_with_start","temporal_signal_workflow","temporal_start_workflow","temporal_terminate_workflow","temporal_trigger_schedule","temporal_unpause_schedule","temporal_update_workflow","textract_analyze_expense","textract_analyze_id","textract_parser","textract_parser_v2","thinking_tool","thrive_add_audience_managers","thrive_add_audience_members","thrive_add_user_tags","thrive_create_assignment","thrive_create_audience","thrive_create_completion","thrive_create_user","thrive_delete_assignment","thrive_delete_audience","thrive_delete_user","thrive_get_activity","thrive_get_assignment","thrive_get_audience","thrive_get_completion","thrive_get_content","thrive_get_cpd_category","thrive_get_cpd_entry","thrive_get_cpd_requirement","thrive_get_enrolment","thrive_get_skill_levels","thrive_get_tag","thrive_get_user_by_id","thrive_get_user_by_ref","thrive_list_assignments","thrive_list_audience_managers","thrive_list_audience_members","thrive_list_audiences","thrive_list_completions","thrive_list_enrolments","thrive_list_tags","thrive_query_activities","thrive_query_content","thrive_query_cpd_categories","thrive_query_cpd_entries","thrive_query_cpd_requirements","thrive_query_cpd_user_summaries","thrive_remove_audience_manager","thrive_remove_audience_member","thrive_remove_user_tags","thrive_replace_audience_managers","thrive_replace_audience_members","thrive_search_users","thrive_suspend_user","thrive_update_assignment","thrive_update_audience","thrive_update_user","thrive_update_user_skills","tiktok_get_post_status","tiktok_get_user","tiktok_list_videos","tiktok_query_videos","tiktok_upload_video_draft","tinybird_append_datasource","tinybird_delete_datasource_rows","tinybird_events","tinybird_get_job","tinybird_query","tinybird_query_pipe","tinybird_truncate_datasource","tinyfish_cancel_run","tinyfish_fetch","tinyfish_get_run","tinyfish_list_runs","tinyfish_list_vault_items","tinyfish_run","tinyfish_run_async","tinyfish_search","trello_add_checklist","trello_add_checklist_item","trello_add_comment","trello_add_label","trello_add_member","trello_create_board","trello_create_card","trello_create_list","trello_delete_card","trello_get_actions","trello_get_board","trello_get_card","trello_list_cards","trello_list_lists","trello_list_members","trello_remove_label","trello_remove_member","trello_search","trello_update_card","trello_update_checklist_item","trello_update_list","trigger_dev_activate_schedule","trigger_dev_add_run_tags","trigger_dev_batch_trigger_task","trigger_dev_cancel_run","trigger_dev_complete_waitpoint_token","trigger_dev_create_env_var","trigger_dev_create_schedule","trigger_dev_create_waitpoint_token","trigger_dev_deactivate_schedule","trigger_dev_delete_env_var","trigger_dev_delete_schedule","trigger_dev_execute_query","trigger_dev_get_batch","trigger_dev_get_batch_results","trigger_dev_get_deployment","trigger_dev_get_env_var","trigger_dev_get_latest_deployment","trigger_dev_get_query_schema","trigger_dev_get_queue","trigger_dev_get_run","trigger_dev_get_run_events","trigger_dev_get_run_result","trigger_dev_get_run_trace","trigger_dev_get_schedule","trigger_dev_get_waitpoint_token","trigger_dev_import_env_vars","trigger_dev_list_deployments","trigger_dev_list_env_vars","trigger_dev_list_queues","trigger_dev_list_runs","trigger_dev_list_schedules","trigger_dev_list_timezones","trigger_dev_list_waitpoint_tokens","trigger_dev_override_queue_concurrency","trigger_dev_pause_queue","trigger_dev_promote_deployment","trigger_dev_replay_run","trigger_dev_reschedule_run","trigger_dev_reset_queue_concurrency","trigger_dev_resume_queue","trigger_dev_trigger_task","trigger_dev_update_env_var","trigger_dev_update_run_metadata","trigger_dev_update_schedule","tts_azure","tts_cartesia","tts_deepgram","tts_elevenlabs","tts_google","tts_openai","tts_playht","twilio_send_sms","twilio_voice_get_recording","twilio_voice_list_calls","twilio_voice_make_call","typeform_create_form","typeform_delete_form","typeform_files","typeform_get_form","typeform_insights","typeform_list_forms","typeform_responses","typeform_update_form","upstash_redis_command","upstash_redis_delete","upstash_redis_exists","upstash_redis_expire","upstash_redis_get","upstash_redis_hget","upstash_redis_hgetall","upstash_redis_hset","upstash_redis_incr","upstash_redis_incrby","upstash_redis_keys","upstash_redis_lpush","upstash_redis_lrange","upstash_redis_set","upstash_redis_setnx","upstash_redis_ttl","uptimerobot_create_alert_contact","uptimerobot_create_maintenance_window","uptimerobot_create_monitor","uptimerobot_create_psp","uptimerobot_delete_alert_contact","uptimerobot_delete_maintenance_window","uptimerobot_delete_monitor","uptimerobot_delete_psp","uptimerobot_get_account","uptimerobot_get_alert_contact","uptimerobot_get_incident","uptimerobot_get_maintenance_window","uptimerobot_get_monitor","uptimerobot_get_psp","uptimerobot_list_alert_contacts","uptimerobot_list_incidents","uptimerobot_list_maintenance_windows","uptimerobot_list_monitors","uptimerobot_list_psps","uptimerobot_pause_monitor","uptimerobot_start_monitor","uptimerobot_update_maintenance_window","uptimerobot_update_monitor","uptimerobot_update_psp","vanta_download_document_file","vanta_get_control","vanta_get_document","vanta_get_framework","vanta_get_person","vanta_get_policy","vanta_get_risk_scenario","vanta_get_test","vanta_get_vendor","vanta_get_vulnerable_asset","vanta_list_control_documents","vanta_list_control_tests","vanta_list_controls","vanta_list_document_uploads","vanta_list_documents","vanta_list_framework_controls","vanta_list_frameworks","vanta_list_monitored_computers","vanta_list_people","vanta_list_policies","vanta_list_risk_scenarios","vanta_list_test_entities","vanta_list_tests","vanta_list_vendors","vanta_list_vulnerabilities","vanta_list_vulnerability_remediations","vanta_list_vulnerable_assets","vanta_submit_document","vanta_upload_document_file","vercel_add_domain","vercel_add_project_domain","vercel_cancel_deployment","vercel_create_alias","vercel_create_check","vercel_create_deployment","vercel_create_dns_record","vercel_create_edge_config","vercel_create_env_var","vercel_create_project","vercel_create_webhook","vercel_delete_alias","vercel_delete_deployment","vercel_delete_dns_record","vercel_delete_domain","vercel_delete_edge_config","vercel_delete_env_var","vercel_delete_project","vercel_delete_webhook","vercel_get_alias","vercel_get_check","vercel_get_deployment","vercel_get_deployment_events","vercel_get_domain","vercel_get_domain_config","vercel_get_edge_config","vercel_get_edge_config_items","vercel_get_env_vars","vercel_get_project","vercel_get_team","vercel_get_user","vercel_get_webhook","vercel_list_aliases","vercel_list_checks","vercel_list_deployment_files","vercel_list_deployments","vercel_list_dns_records","vercel_list_domains","vercel_list_edge_configs","vercel_list_project_domains","vercel_list_projects","vercel_list_team_members","vercel_list_teams","vercel_list_webhooks","vercel_pause_project","vercel_promote_deployment","vercel_remove_project_domain","vercel_rerequest_check","vercel_unpause_project","vercel_update_check","vercel_update_dns_record","vercel_update_edge_config_items","vercel_update_env_var","vercel_update_project","vercel_update_project_domain","vercel_verify_project_domain","video_falai","video_luma","video_minimax","video_runway","video_veo","vision_tool","vision_tool_v2","wealthbox_read_contact","wealthbox_read_note","wealthbox_read_task","wealthbox_write_contact","wealthbox_write_note","wealthbox_write_task","webflow_create_item","webflow_delete_item","webflow_get_item","webflow_list_items","webflow_update_item","webhook_request","whatsapp_get_media","whatsapp_mark_read","whatsapp_send_interactive","whatsapp_send_media","whatsapp_send_message","whatsapp_send_reaction","whatsapp_send_template","whatsapp_upload_media","wikipedia_content","wikipedia_random","wikipedia_search","wikipedia_summary","windchill_check_in_document","windchill_check_in_documents","windchill_check_out_document","windchill_check_out_documents","windchill_create_document","windchill_create_documents","windchill_delete_document","windchill_delete_documents","windchill_download_attachment","windchill_download_primary_content","windchill_get_document","windchill_get_document_structure","windchill_get_primary_content","windchill_get_valid_state_transitions","windchill_list_attachments","windchill_list_documents","windchill_revise_document","windchill_revise_documents","windchill_set_lifecycle_state","windchill_undo_check_out_document","windchill_undo_check_out_documents","windchill_update_common_properties","windchill_update_document","windchill_update_document_security_labels","windchill_update_documents","windchill_upload_attachments","windchill_upload_primary_content","wiza_company_enrichment","wiza_get_credits","wiza_individual_reveal","wiza_prospect_search","wordpress_create_category","wordpress_create_comment","wordpress_create_page","wordpress_create_post","wordpress_create_tag","wordpress_delete_category","wordpress_delete_comment","wordpress_delete_media","wordpress_delete_page","wordpress_delete_post","wordpress_delete_tag","wordpress_get_category","wordpress_get_current_user","wordpress_get_media","wordpress_get_page","wordpress_get_post","wordpress_get_tag","wordpress_get_user","wordpress_list_categories","wordpress_list_comments","wordpress_list_media","wordpress_list_pages","wordpress_list_posts","wordpress_list_tags","wordpress_list_users","wordpress_search_content","wordpress_update_category","wordpress_update_comment","wordpress_update_page","wordpress_update_post","wordpress_update_tag","wordpress_upload_media","workday_assign_onboarding","workday_change_job","workday_create_prehire","workday_get_compensation","workday_get_organizations","workday_get_worker","workday_hire_employee","workday_list_workers","workday_terminate_worker","workday_update_worker","workflow_executor","x_create_bookmark","x_create_tweet","x_delete_bookmark","x_delete_tweet","x_get_blocking","x_get_bookmarks","x_get_followers","x_get_following","x_get_liked_tweets","x_get_liking_users","x_get_me","x_get_personalized_trends","x_get_quote_tweets","x_get_retweeted_by","x_get_trends_by_woeid","x_get_tweets_by_ids","x_get_usage","x_get_user_mentions","x_get_user_timeline","x_get_user_tweets","x_hide_reply","x_manage_block","x_manage_follow","x_manage_like","x_manage_mute","x_manage_retweet","x_read","x_search","x_search_tweets","x_search_users","x_user","x_write","youtube_channel_info","youtube_channel_playlists","youtube_channel_videos","youtube_comments","youtube_playlist_items","youtube_search","youtube_trending","youtube_video_categories","youtube_video_details","zendesk_autocomplete_organizations","zendesk_create_organization","zendesk_create_organizations_bulk","zendesk_create_ticket","zendesk_create_tickets_bulk","zendesk_create_user","zendesk_create_users_bulk","zendesk_delete_organization","zendesk_delete_ticket","zendesk_delete_user","zendesk_get_current_user","zendesk_get_organization","zendesk_get_organizations","zendesk_get_ticket","zendesk_get_tickets","zendesk_get_user","zendesk_get_users","zendesk_merge_tickets","zendesk_search","zendesk_search_count","zendesk_search_users","zendesk_update_organization","zendesk_update_ticket","zendesk_update_tickets_bulk","zendesk_update_user","zendesk_update_users_bulk","zep_add_messages","zep_add_user","zep_create_thread","zep_delete_thread","zep_get_context","zep_get_messages","zep_get_threads","zep_get_user","zep_get_user_threads","zerobounce_get_credits","zerobounce_verify_email","zoho_desk_add_comment","zoho_desk_get_attachment","zoho_desk_get_contact","zoho_desk_get_thread","zoho_desk_get_ticket","zoho_desk_list_comments","zoho_desk_list_organizations","zoho_desk_list_threads","zoho_desk_list_tickets","zoho_desk_update_ticket","zoom_create_meeting","zoom_delete_meeting","zoom_delete_recording","zoom_get_meeting","zoom_get_meeting_invitation","zoom_get_meeting_recordings","zoom_list_meetings","zoom_list_past_participants","zoom_list_recordings","zoom_update_meeting","zoominfo_enrich_companies","zoominfo_enrich_contacts","zoominfo_search_companies","zoominfo_search_contacts","zoominfo_search_intent","zoominfo_search_news"]' ) export default toolIds diff --git a/apps/sim/tools/generated/tool-metadata.ts b/apps/sim/tools/generated/tool-metadata.ts index 26858671349..e36ed95c83f 100644 --- a/apps/sim/tools/generated/tool-metadata.ts +++ b/apps/sim/tools/generated/tool-metadata.ts @@ -3,7 +3,7 @@ /** Serializable metadata for every built-in tool, keyed by tool id. */ const toolMetadata: Record = JSON.parse( - '{"a2a_cancel_task":{"id":"a2a_cancel_task","name":"A2A Cancel Task","description":"Request cancellation of an in-progress A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to cancel"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_get_agent_card":{"id":"a2a_get_agent_card","name":"A2A Get Agent Card","description":"Fetch the Agent Card (discovery document) for an external A2A agent.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_get_task":{"id":"a2a_get_task","name":"A2A Get Task","description":"Retrieve the current state and result of an A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to retrieve"},"historyLength":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of history messages to include"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_send_message":{"id":"a2a_send_message","name":"A2A Send Message","description":"Send a message to an external A2A agent and return its response.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"message":{"type":"string","required":true,"visibility":"user-or-llm","description":"The message text to send"},"data":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional structured JSON data to attach"},"files":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional files to attach"},"taskId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Existing task ID to continue"},"contextId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Conversation context ID to continue"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"affinity_batch_update_entity_fields":{"id":"affinity_batch_update_entity_fields","name":"Affinity Batch Update Entity Fields","description":"Write up to 100 non-list field values on one company or person in a single request.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to write the fields on: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_batch_update_list_entry_fields":{"id":"affinity_batch_update_list_entry_fields","name":"Affinity Batch Update List Entry Fields","description":"Write up to 100 field values on one list row in a single request. Requires the \\"Export data from Lists\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_create_list":{"id":"affinity_create_list","name":"Affinity Create List","description":"Create a list. Its type fixes which entities it can hold, and the API key holder becomes its creator and owner.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the new list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Entity kind the list holds: company, opportunity, or person"},"isPublic":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Whether everyone in the organization can see the list"}},"hostedApiKey":"none"},"affinity_create_list_field_dropdown_option":{"id":"affinity_create_list_field_dropdown_option","name":"Affinity Create List Field Dropdown Option","description":"Add a selectable option to a dropdown field on a list. A ranked or status option also needs a rank and a color.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Kind of option to create, matching the field. dropdown takes only a label; ranked-dropdown also requires rank and color; status-dropdown additionally requires a status category. Sending a field the kind does not accept is rejected"},"text":{"type":"string","required":true,"visibility":"user-or-llm","description":"The option label"},"rank":{"type":"number","required":false,"visibility":"user-or-llm","description":"Sort order. Required on a ranked-dropdown or status-dropdown option"},"color":{"type":"string","required":false,"visibility":"user-or-llm","description":"Option color: white, gray, blue, green, purple, orange, or red. Required on a ranked-dropdown or status-dropdown option"},"statusCategory":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pipeline meaning of the option: open, won, lost, or on-hold. Status-dropdown options only"},"winRate":{"type":"number","required":false,"visibility":"user-or-llm","description":"Expected win rate of the status. Status-dropdown options only"}},"hostedApiKey":"none"},"affinity_create_merge":{"id":"affinity_create_merge","name":"Affinity Create Merge","description":"Fold a duplicate company or person into the record you are keeping. The merge runs asynchronously — poll the returned task to see it finish. Requires the \\"Manage duplicates\\" permission and an admin role.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What to merge: companies or persons"},"primaryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to keep"},"duplicateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the duplicate record to fold in"}},"hostedApiKey":"none"},"affinity_create_note":{"id":"affinity_create_note","name":"Affinity Create Note","description":"Write a note — attached to companies, persons, and opportunities, anchored to a meeting, call, or chat message, or posted as a reply to an existing note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Note shape: entities to attach it to records, interaction to anchor it to a meeting, call, or chat message, or user-reply to reply to a note"},"html":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note body as HTML"},"companyIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Companies to attach the note to, e.g. [1, 2]. Not used on a reply"},"personIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Persons to attach the note to, e.g. [1, 2]. Not used on a reply"},"opportunityIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Opportunities to attach the note to, e.g. [1, 2]. Not used on a reply"},"interactionId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The interaction to anchor the note to. Required for an interaction note"},"interactionType":{"type":"string","required":false,"visibility":"user-or-llm","description":"Kind of the anchoring interaction: meeting, call, or chat-message. Required for an interaction note"},"parentId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The note being replied to. Required for a user-reply note"},"creatorId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Attribute the note to another internal person. Defaults to the API key holder"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"Backdate the note to this ISO 8601 timestamp"}},"hostedApiKey":"none"},"affinity_create_reminder":{"id":"affinity_create_reminder","name":"Affinity Create Reminder","description":"Create a reminder on one company, person, or opportunity. A recurring reminder resets whenever the chosen signal happens instead of firing once.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"one-time to fire once, or recurring to reset on a signal"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What the reminder is about: company, person, or opportunity"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"dueDate":{"type":"string","required":false,"visibility":"user-or-llm","description":"When the reminder is due, as an ISO 8601 timestamp. Required for a one-time reminder; on a recurring one Affinity computes it from the period when omitted"},"content":{"type":"string","required":false,"visibility":"user-or-llm","description":"What the reminder says"},"ownerId":{"type":"string","required":true,"visibility":"user-or-llm","description":"User the reminder is assigned to. Must be an internal user. The API key holder is recorded as the creator, which is a separate field"},"resetTrigger":{"type":"string","required":false,"visibility":"user-or-llm","description":"What restarts a recurring reminder: interaction, email, or event. Required when the type is recurring"},"periodDays":{"type":"number","required":false,"visibility":"user-or-llm","description":"Days between firings of a recurring reminder. Required when the type is recurring"}},"hostedApiKey":"none"},"affinity_delete_list_field_dropdown_option":{"id":"affinity_delete_list_field_dropdown_option","name":"Affinity Delete List Field Dropdown Option","description":"Permanently delete a dropdown option on a list field. Every list entry currently set to it is cleared, and those values cannot be recovered.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID to delete"}},"hostedApiKey":"none"},"affinity_delete_note":{"id":"affinity_delete_note","name":"Affinity Delete Note","description":"Delete a note you created. Deleting a root note also deletes its replies; deleting a reply removes only that reply.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID to delete"}},"hostedApiKey":"none"},"affinity_get_company":{"id":"affinity_get_company","name":"Affinity Get Company","description":"Look up one company by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"companyId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The company ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_current_user":{"id":"affinity_get_current_user","name":"Affinity Get Current User","description":"Verify an Affinity API key and return the tenant, the user behind the key, and the scopes the grant carries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"}},"hostedApiKey":"none"},"affinity_get_entity_field_value":{"id":"affinity_get_entity_field_value","name":"Affinity Get Entity Field Value","description":"Read one non-list field value from a company or person.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read the field from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list":{"id":"affinity_get_list","name":"Affinity Get List","description":"Read one list — its name, type, owner, and privacy setting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"}},"hostedApiKey":"none"},"affinity_get_list_entry":{"id":"affinity_get_list_entry","name":"Affinity Get List Entry","description":"Read one row of a list with its entity. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_list_entry_field":{"id":"affinity_get_list_entry_field","name":"Affinity Get List Entry Field","description":"Read one field value on a list row.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list_field_dropdown_option":{"id":"affinity_get_list_field_dropdown_option","name":"Affinity Get List Field Dropdown Option","description":"Read one dropdown option on a list field.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID"}},"hostedApiKey":"none"},"affinity_get_merge":{"id":"affinity_get_merge","name":"Affinity Get Merge","description":"Read the status of one company or person merge, including why it failed if it did.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge to read: companies or persons"},"mergeId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge ID"}},"hostedApiKey":"none"},"affinity_get_merge_task":{"id":"affinity_get_merge_task","name":"Affinity Get Merge Task","description":"Read one merge task and how its merges are progressing. Poll this after starting a merge.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge task to read: companies or persons"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge task ID"}},"hostedApiKey":"none"},"affinity_get_note":{"id":"affinity_get_note","name":"Affinity Get Note","description":"Read one note with its body, author, mentions, and attached records.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"}},"hostedApiKey":"none"},"affinity_get_opportunity":{"id":"affinity_get_opportunity","name":"Affinity Get Opportunity","description":"Read one opportunity and the list it belongs to. Its field data lives on the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"opportunityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The opportunity ID"}},"hostedApiKey":"none"},"affinity_get_person":{"id":"affinity_get_person","name":"Affinity Get Person","description":"Look up one person by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"personId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The person ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_saved_view":{"id":"affinity_get_saved_view","name":"Affinity Get Saved View","description":"Read one saved view — its name, kind, and creation date.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"viewId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The saved view ID"}},"hostedApiKey":"none"},"affinity_get_transcript":{"id":"affinity_get_transcript","name":"Affinity Get Transcript","description":"Read one transcript with its first 100 fragments. Page the fragments endpoint for a longer meeting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"transcriptId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The transcript ID"}},"hostedApiKey":"none"},"affinity_get_user":{"id":"affinity_get_user","name":"Affinity Get User","description":"Read one internal user. A user and their person record share the same numeric ID, so a person ID works here.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"userId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The user ID, which is also their person ID"}},"hostedApiKey":"none"},"affinity_list_calls":{"id":"affinity_list_calls","name":"Affinity List Calls","description":"Page through logged calls and their participants. Only calls the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_chat_messages":{"id":"affinity_list_chat_messages","name":"Affinity List Chat Messages","description":"Page through logged chat messages and their participants. Only messages the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_companies":{"id":"affinity_list_companies","name":"Affinity List Companies","description":"Page through companies. Companies come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these company IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_coworker_connections":{"id":"affinity_list_coworker_connections","name":"Affinity List Coworker Connections","description":"Find warm paths into a company through shared work history: who in your Affinity data once worked alongside the people you want to reach. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_emails":{"id":"affinity_list_emails","name":"Affinity List Emails","description":"Page through email metadata — subject, participants, and timestamps. Affinity never exposes email bodies through the API.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_field_values":{"id":"affinity_list_entity_field_values","name":"Affinity List Entity Field Values","description":"Page through a company\'s or person\'s non-list field values. List fields are not returned here — read those through the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read field values from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_entity_list_entries":{"id":"affinity_list_entity_list_entries","name":"Affinity List Entity List Entries","description":"Page through a company\'s or person\'s rows across every list, each carrying that list\'s field values and when the entity was added.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the rows of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_lists":{"id":"affinity_list_entity_lists","name":"Affinity List Entity Lists","description":"List every list a company or person appears on that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the lists of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_notes":{"id":"affinity_list_entity_notes","name":"Affinity List Entity Notes","description":"List the notes relevant to one company, person, or opportunity — directly attached notes plus notes reaching it through its people and meetings.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity the notes hang off: companies, persons, or opportunities"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_entity_relationships":{"id":"affinity_list_entity_relationships","name":"Affinity List Entity Relationships","description":"List who knows a company or person, scored 0.0 to 1.0 by how much the two actually interact. Strongest first by default.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up relationships for: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on interactionScore only, e.g. \\"interactionScore>=0.5\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"interactionScore\\"] for weakest first, [\\"-interactionScore\\"] for strongest first (the default)"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_field_dropdown_options":{"id":"affinity_list_field_dropdown_options","name":"Affinity List Field Dropdown Options","description":"List the selectable options on a dropdown or ranked-dropdown company or person field. Writing such a field needs the option ID, not its text.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which field family the field belongs to: companies or persons"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown or ranked-dropdown field ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_metadata":{"id":"affinity_list_field_metadata","name":"Affinity List Field Metadata","description":"List the non-list company or person fields, with the value type, filter operators, and sort support of each. Start here to find the Field IDs the read and write tools take.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which fields to describe: companies or persons"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Status\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_value_changes":{"id":"affinity_list_field_value_changes","name":"Affinity List Field Value Changes","description":"Page through field value changes across the whole workspace. Built for delta sync: follow nextCursor to the end of a run, then resume from the last cursor next time.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, listEntry.id, changer.id, changedAt, or actionType. Resume a sync with e.g. \\"changedAt>2026-06-01T12:00:00Z\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"changedAt\\"] for oldest first (the default), [\\"-changedAt\\"] for newest first"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_investor_executive_connections":{"id":"affinity_list_investor_executive_connections","name":"Affinity List Investor Executive Connections","description":"Find warm paths into a company through investment history: which investors in your Affinity data backed a company the people you want to reach once led. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_list_entries":{"id":"affinity_list_list_entries","name":"Affinity List List Entries","description":"Page through the rows of a list. Rows come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_field_value_changes":{"id":"affinity_list_list_entry_field_value_changes","name":"Affinity List List Entry Field Value Changes","description":"Page through the history of one list row — who changed which field, when, and to what.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, changer.id, changedAt, or actionType, e.g. \\"field.id=field-1234\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_fields":{"id":"affinity_list_list_entry_fields","name":"Affinity List List Entry Fields","description":"Page through every field value on one list row, including the list-specific columns. All fields are returned unless narrowed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, list, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_list_field_dropdown_options":{"id":"affinity_list_list_field_dropdown_options","name":"Affinity List List Field Dropdown Options","description":"List the selectable options on a dropdown, ranked-dropdown, or status-dropdown field of a list.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_fields":{"id":"affinity_list_list_fields","name":"Affinity List List Fields","description":"List the fields available on one list, including its list-specific columns. Use these Field IDs when reading or writing list entries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Stage\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_lists":{"id":"affinity_list_lists","name":"Affinity List Lists","description":"Page through the lists in the organization that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"term":{"type":"string","required":false,"visibility":"user-or-llm","description":"Case-insensitive substring match on the list name"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_meetings":{"id":"affinity_list_meetings","name":"Affinity List Meetings","description":"Page through past and upcoming meetings with their organizer and attendees.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merge_tasks":{"id":"affinity_list_merge_tasks","name":"Affinity List Merge Tasks","description":"Page through merge tasks, each summarizing how many of its merges are in progress, succeeded, or failed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge tasks to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on status only, e.g. \\"status=in-progress\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merges":{"id":"affinity_list_merges","name":"Affinity List Merges","description":"Page through the company or person merges the organization has run, with the status and the records involved in each.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merges to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over status or taskId, e.g. \\"status=failed\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_note_attached_companies":{"id":"affinity_list_note_attached_companies","name":"Affinity List Note Attached Companies","description":"List the companies directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_opportunities":{"id":"affinity_list_note_attached_opportunities","name":"Affinity List Note Attached Opportunities","description":"List the opportunities directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_persons":{"id":"affinity_list_note_attached_persons","name":"Affinity List Note Attached Persons","description":"List the persons directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_replies":{"id":"affinity_list_note_replies","name":"Affinity List Note Replies","description":"Page through the replies on one note, including AI Notetaker replies.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID whose replies to read"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_notes":{"id":"affinity_list_notes","name":"Affinity List Notes","description":"Page through every note the caller can see. Replies are excluded.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_opportunities":{"id":"affinity_list_opportunities","name":"Affinity List Opportunities","description":"Page through opportunities. Field data lives on the list entry, not here — read it through the list or saved view the opportunity belongs to.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these opportunity IDs, e.g. [1, 2, 3]"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_persons":{"id":"affinity_list_persons","name":"Affinity List Persons","description":"Page through persons. Persons come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these person IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_reminders":{"id":"affinity_list_reminders","name":"Affinity List Reminders","description":"Page through the reminders the caller can see. Filter by status to surface what is overdue.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_saved_view_entries":{"id":"affinity_list_saved_view_entries","name":"Affinity List Saved View Entries","description":"Page through the rows of a saved view. The view\'s own filters and columns decide which rows and which field data come back.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"viewId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The saved view ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_saved_views":{"id":"affinity_list_saved_views","name":"Affinity List Saved Views","description":"List the saved views on a list that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_transcript_fragments":{"id":"affinity_list_transcript_fragments","name":"Affinity List Transcript Fragments","description":"Page through everything said in a meeting, segment by segment with the speaker.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"transcriptId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The transcript ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_transcripts":{"id":"affinity_list_transcripts","name":"Affinity List Transcripts","description":"Page through meeting transcript metadata. Read one transcript to get what was actually said.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_users":{"id":"affinity_list_users","name":"Affinity List Users","description":"Page through the internal users in the organization. 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Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_serp_overview":{"id":"ahrefs_rank_tracker_serp_overview","name":"Ahrefs Rank Tracker SERP Overview","description":"Get the full SERP (search engine results page) for a keyword tracked in an Ahrefs Rank Tracker project, including every ranking URL with its position, title, and authority metrics. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The tracked keyword to retrieve SERP data for"},"country":{"type":"string","required":true,"visibility":"user-or-llm","description":"Country code for the tracked keyword. Example: \\"us\\", \\"gb\\", \\"de\\""},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"topPositions":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of top organic positions to return (defaults to all available)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Timestamp to return the last available SERP Overview at, in YYYY-MM-DDThh:mm:ss format"},"locationId":{"type":"number","required":false,"visibility":"user-or-llm","description":"Location ID of the tracked keyword, if tracked at a specific location"},"languageCode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Language code of the tracked keyword"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_refdomains_history":{"id":"ahrefs_refdomains_history","name":"Ahrefs Referring Domains History","description":"Get the historical referring domains trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_referring_domains":{"id":"ahrefs_referring_domains","name":"Ahrefs Referring Domains","description":"Get a list of domains that link to a target domain or URL. 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Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_related_terms":{"id":"ahrefs_related_terms","name":"Ahrefs Related Terms","description":"Get keyword ideas related to a seed keyword: terms the same top-ranking pages also rank for (\\"also rank for\\") or also discuss (\\"also talk about\\"), with volume, difficulty, and CPC.","version":"1.0.0","params":{"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The seed keyword to find related terms for"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for keyword data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"terms":{"type":"string","required":false,"visibility":"user-or-llm","description":"Type of related keywords to return: \\"also_rank_for\\", \\"also_talk_about\\", or \\"all\\" (default: \\"all\\")"},"viewFor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Whether to derive related terms from the top 10 or top 100 ranking pages (default: \\"top_10\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_site_audit_page_explorer":{"id":"ahrefs_site_audit_page_explorer","name":"Ahrefs Site Audit Page Explorer","description":"Get crawled pages from an Ahrefs Site Audit project with health and SEO metrics: HTTP status, title, link counts, backlinks, indexability, and traffic. Optionally filter to pages affected by a specific issue.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Site Audit project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Crawl date in YYYY-MM-DDThh:mm:ss format (defaults to the most recent crawl)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"offset":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of results to skip, for pagination"},"issueId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Only return pages affected by this issue ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_top_pages":{"id":"ahrefs_top_pages","name":"Ahrefs Top Pages","description":"Get the top pages of a target domain sorted by organic traffic. Returns page URLs with their traffic, keyword counts, and estimated traffic value.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"airtable_create_records":{"id":"airtable_create_records","name":"Airtable Create Records","description":"Write new records to an Airtable table","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"records":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of records to create, each with a `fields` object"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"},"hostedApiKey":"none"},"airtable_delete_records":{"id":"airtable_delete_records","name":"Airtable Delete Records","description":"Delete one or more records from an Airtable table by ID","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"recordIds":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of record IDs to delete (each starts with \\"rec\\", e.g., [\\"recXXXXXXXXXXXXXX\\"]). 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Optionally generate AI-powered answers from search results.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Airweave API Key for authentication"},"collectionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The readable ID of the collection to search"},"query":{"type":"string","required":true,"visibility":"user-or-llm","description":"The search query text"},"limit":{"type":"number","required":false,"visibility":"user-only","description":"Maximum number of results to return (default: 100)"},"retrievalStrategy":{"type":"string","required":false,"visibility":"user-or-llm","description":"Retrieval strategy: hybrid (default), neural, or keyword"},"expandQuery":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Generate query variations to improve recall"},"rerank":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Reorder results for improved relevance using LLM"},"generateAnswer":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Generate a natural-language answer to the query"}},"hostedApiKey":"none"},"algolia_add_record":{"id":"algolia_add_record","name":"Algolia Add Record","description":"Add or replace a record in an Algolia index","version":"1.0","params":{"applicationId":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Application ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Admin API Key"},"indexName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the Algolia index"},"objectID":{"type":"string","required":false,"visibility":"user-or-llm","description":"Object ID for the record (auto-generated if not provided)"},"record":{"type":"json","required":true,"visibility":"user-or-llm","description":"JSON object representing the record to add"}},"hostedApiKey":"none"},"algolia_batch_operations":{"id":"algolia_batch_operations","name":"Algolia Batch Operations","description":"Perform batch add, update, partial update, or delete operations on records in an Algolia index","version":"1.0","params":{"applicationId":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Application ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Admin API Key"},"indexName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the Algolia index"},"requests":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of batch operations. 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