feat(knowledge): one click connects a Sim Search source and indexes it for the person

Connecting a source on the Search tab, or from the composer's Search-mode
suggestions, no longer creates a bare credential that indexes nothing. It
finds or creates the workspace's Sim Search knowledge base and a per-member
connector for the source, then enrolls the person; the OAuth completion
queues their member run, so indexing starts on its own and the row counts
their documents up as they land. Sources that need a site or space are set
up from a knowledge base instead. The credential-only detail page goes.

Author: waleedlatif1

apps/sim/app/api/knowledge/sim-search/connect/route.ts

@@ -0,0 +1,20 @@
+import { connectSimSearchConnectorContract } from '@/lib/api/contracts/knowledge'
+import {
+  defineInternalJsonRoute,
+  internalRateLimits,
+  internalSessionAuth,
+} from '@/lib/api/server/routes'
+import { internalKnowledgeErrorPolicies } from '@/lib/knowledge/api/route-policies'
+import { knowledgeOperations } from '@/lib/knowledge/application/operations'
+import { connectSimSearchConnector } from '@/lib/knowledge/application/sim-search'
+
+export const POST = defineInternalJsonRoute({
+  contract: connectSimSearchConnectorContract,
+  auth: internalSessionAuth,
+  operation: knowledgeOperations.simSearchConnect,
+  rateLimit: internalRateLimits.none({ reason: 'One click per source; mints a single-use link' }),
+  errorPolicy: internalKnowledgeErrorPolicies.connectors,
+  mapInput: ({ body }) => ({ workspaceId: body.workspaceId, connectorType: body.connectorType }),
+  useCase: connectSimSearchConnector,
+  present: (result) => ({ success: true as const, data: result }),
+})

apps/sim/app/workspace/[workspaceId]/home/components/suggested-actions/connector-actions.test.ts

@@ -22,10 +22,6 @@ vi.mock('@/lib/sim-search/connectors', () => {
     blockType: type,
   })
   return {
-    isSearchConnectorConnected: (
-      candidate: { providerIds: string[] },
-      connected: ReadonlySet<string>
-    ) => candidate.providerIds.some((providerId) => connected.has(providerId)),
     SEARCH_CONNECTORS: [
       connector('airtable', 'Airtable', 'airtable'),
       connector('confluence', 'Confluence', 'confluence'),
@@ -63,11 +59,12 @@ describe('computeConnectorActions', () => {
     })
   })
 
-  it('drops every connector on a connected provider and refills from the rotation', () => {
+  it('drops every connected source and refills from the rotation', () => {
     const actions = computeConnectorActions(new Set(['jira', 'airtable']), ALL_AVAILABLE)
 
     expect(actions.map((action) => action.id)).toEqual([
       'connect-confluence',
+      'connect-jsm',
       'connect-notion',
       'connect-slack',
     ])

apps/sim/app/workspace/[workspaceId]/home/components/suggested-actions/connector-actions.ts

@@ -1,8 +1,4 @@
-import {
-  isSearchConnectorConnected,
-  SEARCH_CONNECTORS,
-  type SearchConnector,
-} from '@/lib/sim-search/connectors'
+import { SEARCH_CONNECTORS, type SearchConnector } from '@/lib/sim-search/connectors'
 import type { Action } from '@/app/workspace/[workspaceId]/home/components/suggested-actions/types'
 import { weightedSample } from '@/app/workspace/[workspaceId]/home/components/suggested-actions/weighted-sample'
 
@@ -40,18 +36,17 @@ function toConnectorAction(connector: SearchConnector): Action {
 
 /**
  * Builds the Search-mode rows: the pinned connectors first, then a uniform
- * sample of the rest to fill four slots. A connector whose provider the viewer
- * has already connected is dropped from both halves — so Jira and Jira Service
- * Management, which share one provider, leave together — and a pinned slot
- * freed that way is taken by the rotation. Connectors this deployment cannot
- * connect are dropped the same way, so a row never opens a modal that fails.
+ * sample of the rest to fill four slots. A source the viewer has already
+ * connected is dropped from both halves, and a pinned slot freed that way is
+ * taken by the rotation. Sources this deployment cannot connect are dropped
+ * the same way, so a row never starts a connection that fails.
  */
 export function computeConnectorActions(
-  connectedProviderIds: ReadonlySet<string>,
+  connectedTypes: ReadonlySet<string>,
   isAvailable: (connector: SearchConnector) => boolean
 ): Action[] {
   const offered = (connector: SearchConnector) =>
-    isAvailable(connector) && !isSearchConnectorConnected(connector, connectedProviderIds)
+    isAvailable(connector) && !connectedTypes.has(connector.type)
   const pinned = PINNED.filter(offered)
   const pool = ROTATING.filter(offered)
   const rotating = weightedSample(pool, CONNECTOR_ACTION_COUNT - pinned.length, () => 1)

apps/sim/app/workspace/[workspaceId]/home/components/suggested-actions/suggested-actions.test.tsx

@@ -5,10 +5,13 @@ import { act } from 'react'
 import { createRoot, type Root } from 'react-dom/client'
 import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest'
 
-const { mockCaptureEvent, mockUseSearchCredentials } = vi.hoisted(() => ({
-  mockCaptureEvent: vi.fn(),
-  mockUseSearchCredentials: vi.fn(),
-}))
+const { mockCaptureEvent, mockUseWorkspaceMemberConnectors, mockConnectSource } = vi.hoisted(
+  () => ({
+    mockCaptureEvent: vi.fn(),
+    mockUseWorkspaceMemberConnectors: vi.fn(),
+    mockConnectSource: vi.fn(),
+  })
+)
 
 vi.mock('next/navigation', () => ({
   useParams: () => ({ workspaceId: 'workspace-1' }),
@@ -29,8 +32,12 @@ vi.mock('@/hooks/queries/tables', () => ({
 vi.mock('@/hooks/queries/kb/knowledge', () => ({
   useKnowledgeBasesQuery: () => ({ data: [] }),
 }))
-vi.mock('@/app/workspace/[workspaceId]/search/hooks/use-search-credentials', () => ({
-  useSearchCredentials: mockUseSearchCredentials,
+vi.mock('@/hooks/queries/kb/connectors', () => ({
+  memberConnectorKeys: { list: (workspaceId?: string) => ['member-connectors', workspaceId] },
+  useWorkspaceMemberConnectors: mockUseWorkspaceMemberConnectors,
+}))
+vi.mock('@/hooks/use-member-enrollment', () => ({
+  useMemberEnrollment: () => ({ connectSource: mockConnectSource }),
 }))
 vi.mock('@/hooks/use-permission-config', () => ({
   usePermissionConfig: () => ({
@@ -54,10 +61,6 @@ vi.mock('@/lib/sim-search/connectors', () => {
     blockType: type,
   })
   return {
-    isSearchConnectorConnected: (
-      candidate: { providerIds: string[] },
-      connected: ReadonlySet<string>
-    ) => candidate.providerIds.some((providerId) => connected.has(providerId)),
     isSearchConnectorAvailable: (
       candidate: { blockType: string },
       availability: ReadonlyMap<string, { oauthAvailable: boolean }>
@@ -110,9 +113,19 @@ function connectModal(): string | null {
 beforeEach(() => {
   onSelectPrompt.mockClear()
   mockCaptureEvent.mockClear()
-  mockUseSearchCredentials.mockReturnValue({
-    credentials: [{ id: 'cred-jira', providerId: 'jira' }],
+  mockUseWorkspaceMemberConnectors.mockReturnValue({
     isPending: false,
+    data: [
+      {
+        knowledgeBaseId: 'kb-search',
+        knowledgeBaseName: 'Sim Search',
+        connectorId: 'conn-jira',
+        connectorType: 'jira',
+        memberSyncStatus: 'idle',
+        viewerMembership: 'connected',
+        viewerDocumentCount: 3,
+      },
+    ],
   })
   useMothershipModeStore.getState().reset()
 })
@@ -140,12 +153,13 @@ describe('SuggestedActions', () => {
     expect(heading()).toBe('Connect Sim Search')
     expect(rows().map((row) => row.textContent)).toEqual([
       'Connect Confluence',
+      'Connect Jira Service Management',
       'Connect Airtable',
       'Connect Slack',
     ])
   })
 
-  it('opens the OAuth connect modal for a connector row instead of populating the input', () => {
+  it('connects a source through its per-member connector instead of populating the input', () => {
     mount()
     act(() => useMothershipModeStore.getState().setMode('search'))
     expect(connectModal()).toBeNull()
@@ -154,7 +168,8 @@ describe('SuggestedActions', () => {
       rows()[0].dispatchEvent(new MouseEvent('click', { bubbles: true, button: 0 }))
     })
 
-    expect(connectModal()).toBe('confluence')
+    expect(connectModal()).toBeNull()
+    expect(mockConnectSource).toHaveBeenCalledWith('workspace-1', 'confluence')
     expect(onSelectPrompt).not.toHaveBeenCalled()
     expect(mockCaptureEvent).toHaveBeenCalledWith(
       null,

apps/sim/app/workspace/[workspaceId]/home/components/suggested-actions/suggested-actions.tsx

@@ -22,14 +22,19 @@ import type {
   OAuthConnectTarget,
 } from '@/app/workspace/[workspaceId]/home/components/suggested-actions/types'
 import { weightedSample } from '@/app/workspace/[workspaceId]/home/components/suggested-actions/weighted-sample'
-import { useSearchCredentials } from '@/app/workspace/[workspaceId]/search/hooks/use-search-credentials'
 import { BrandIcon } from '@/blocks/brand-icon'
 import { getAllBlockMeta } from '@/blocks/registry'
 import type { ModuleTag } from '@/blocks/types'
 import { useWorkspaceCredentials } from '@/hooks/queries/credentials'
+import {
+  memberConnectorKeys,
+  useWorkspaceMemberConnectors,
+  type WorkspaceMemberConnector,
+} from '@/hooks/queries/kb/connectors'
 import { useKnowledgeBasesQuery } from '@/hooks/queries/kb/knowledge'
 import { useOAuthConnections } from '@/hooks/queries/oauth/oauth-connections'
 import { useTablesList } from '@/hooks/queries/tables'
+import { useMemberEnrollment } from '@/hooks/use-member-enrollment'
 import { usePermissionConfig } from '@/hooks/use-permission-config'
 import { type MothershipMode, useMothershipModeStore } from '@/stores/mothership-mode/store'
 
@@ -151,6 +156,7 @@ function scoreCandidate(c: Candidate, signals: Signals): number {
 }
 
 const EMPTY_CREDENTIALS: NonNullable<ReturnType<typeof useWorkspaceCredentials>['data']> = []
+const EMPTY_MEMBER_CONNECTORS: WorkspaceMemberConnector[] = []
 const EMPTY_SERVICES: NonNullable<ReturnType<typeof useOAuthConnections>['data']> = []
 
 type ServiceInfo = NonNullable<ReturnType<typeof useOAuthConnections>['data']>[number]
@@ -258,8 +264,8 @@ export function SuggestedActions({ onSelectPrompt }: SuggestedActionsProps) {
   const { data: knowledgeBases = [] } = useKnowledgeBasesQuery(workspaceId, {
     enabled: Boolean(workspaceId),
   })
-  const { credentials: searchCredentials, isPending: searchCredentialsPending } =
-    useSearchCredentials(workspaceId)
+  const { data: memberConnectors = EMPTY_MEMBER_CONNECTORS, isPending: connectionsPending } =
+    useWorkspaceMemberConnectors(workspaceId)
 
   const [expanded, setExpanded] = useState(true)
   /**
@@ -296,15 +302,27 @@ export function SuggestedActions({ onSelectPrompt }: SuggestedActionsProps) {
     [connectedProviders, tables.length, knowledgeBases.length]
   )
 
-  const connectedSearchProviders = useMemo(
+  /** Sources the viewer has already connected, by connector type. */
+  const connectedSearchTypes = useMemo(
     () =>
       new Set(
-        searchCredentials
-          .map((credential) => credential.providerId)
-          .filter((providerId): providerId is string => Boolean(providerId))
+        memberConnectors
+          .filter((connector) => connector.viewerMembership === 'connected')
+          .map((connector) => connector.connectorType)
       ),
-    [searchCredentials]
+    [memberConnectors]
   )
+  const connectedConnectorIds = useMemo(
+    () =>
+      new Set(
+        memberConnectors
+          .filter((connector) => connector.viewerMembership === 'connected')
+          .map((connector) => connector.connectorId)
+      ),
+    [memberConnectors]
+  )
+  const membershipQueryKeys = useMemo(() => [memberConnectorKeys.list(workspaceId)], [workspaceId])
+  const { connectSource } = useMemberEnrollment({ membershipQueryKeys, connectedConnectorIds })
 
   /**
    * Each mode's list is memoized on its own inputs alone, so switching modes —
@@ -321,12 +339,12 @@ export function SuggestedActions({ onSelectPrompt }: SuggestedActionsProps) {
    */
   const searchActions = useMemo(
     () =>
-      searchCredentialsPending
+      connectionsPending
         ? []
-        : computeConnectorActions(connectedSearchProviders, (connector) =>
+        : computeConnectorActions(connectedSearchTypes, (connector) =>
             isSearchConnectorAvailable(connector, integrationAvailability)
           ),
-    [searchCredentialsPending, connectedSearchProviders, integrationAvailability]
+    [connectionsPending, connectedSearchTypes, integrationAvailability]
   )
   const buildActions = useMemo(() => {
     const personalized = services.length > 0 && connectedProviders.size > 0
@@ -343,14 +361,18 @@ export function SuggestedActions({ onSelectPrompt }: SuggestedActionsProps) {
       label: action.label,
       position,
       connected_provider_count:
-        action.kind === 'connector' ? connectedSearchProviders.size : connectedProviders.size,
+        action.kind === 'connector' ? connectedSearchTypes.size : connectedProviders.size,
     })
     if (action.kind === 'prompt') {
       onSelectPrompt(action.prompt)
       return
     }
-    const target =
-      action.kind === 'connector' ? action.target : resolveOAuthServiceForSlug(action.slug)
+    /** A Sim Search source connects through its per-member connector, not a bare credential. */
+    if (action.kind === 'connector') {
+      if (workspaceId) connectSource(workspaceId, action.target.type)
+      return
+    }
+    const target = resolveOAuthServiceForSlug(action.slug)
     if (target) setOAuthTarget(target)
   }
 

apps/sim/app/workspace/[workspaceId]/home/components/suggested-actions/types.ts

@@ -1,4 +1,5 @@
 import type { ComponentType, CSSProperties } from 'react'
+import type { SearchConnector } from '@/lib/sim-search/connectors'
 
 export type ActionIcon = ComponentType<{ className?: string; style?: CSSProperties }>
 
@@ -13,10 +14,11 @@ export interface OAuthConnectTarget {
 /**
  * One suggested-action row. `prompt` rows populate the input with a curated
  * prompt; `integration` rows resolve their OAuth service from the catalog slug
- * on click; `connector` rows — the Search-mode "Connect X" rows — carry their
- * connect target directly. Both connecting kinds open the OAuth connect modal.
+ * on click and open the OAuth connect modal; `connector` rows — the Search-mode
+ * "Connect X" rows — carry the Sim Search source, which connects through its
+ * per-member connector.
  */
 export type Action =
   | { kind: 'prompt'; id: string; label: string; icon: ActionIcon; prompt: string }
   | { kind: 'integration'; id: string; label: string; icon: ActionIcon; slug: string }
-  | { kind: 'connector'; id: string; label: string; icon: ActionIcon; target: OAuthConnectTarget }
+  | { kind: 'connector'; id: string; label: string; icon: ActionIcon; target: SearchConnector }