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fix(credentials): correct keyless setup instructions and enforce the saved-credential contract on every credential block (#9878)
* fix(credentials): enforce the saved-credential contract on every credential block, reopen key-based reconnects on their mode, and tighten fixtures and skills
- check-block-registry runs the saved-credential contract for every block with a
saved-credential picker, not only successors; the per-block contract moves to
saved-credential-contract.ts with tests. The host probe gains a path-shaped id and a
per-param shape so mixed-validation builders (Jama, Higgsfield) are probed, not guessed.
- Blocks the widened check caught: Coda, Harmonic, and Oracle Database tools declare
credentialKind 'service-account'; NetSuite pins instanceUrl in authoritativeParams;
Vanta's assetExternalAccountId is a filter, not a host.
- prepareWorkloadIdentity covers every keyless provider (AWS, Databricks added) and
reuses audiences.ts for the provider-id mapping; the AWS and Databricks dialogs reopen
a reconnect on the stored mode.
- Snowflake keyless verification maps an egress refusal to host_not_allowed.
- Neutral token fixtures in new credential tests; subject uniqueness TSDoc; skills
describe native token blocks, the picker shape, keyless setup, and the successor naming
exception.
* docs(credentials): fix keyless setup instructions and copy
- AWS: enter the Role ARN before setting the trust policy, so it never carries
the <AWS_ACCOUNT_ID> placeholder IAM rejects (dialog hint and docs).
- Databricks: the federation-policy command needs an account-level CLI login.
- Google: a valid sample pool ID, ID format hints, user-managed service accounts
only, skip the pool command when the pool exists, and the API list from
Google's guide (adds Resource Manager).
- Bitbucket: workspace and project access tokens need Premium; repository
tokens do not.
- Snowflake: rename SIM_WORKFLOWS if it exists; USERADMIN runs the statement.
- Microsoft keyless dialog says where the federated credential goes.
- Server errors name the trust values for API and CLI callers too; Google
Workspace and Account ID wording; AWS catalog hint mentions stsRegion; the
CLI keyless example uses aws-service-account throughout.
- Self-hosting env vars list every keyless provider.
* fix(credentials): reopen every keyless-capable reconnect on its stored auth mode and reject native credential tools without a policy
- prepareWorkloadIdentity reports the reconnected credential's stored authType
(reconnectAuthType), for an admin of a credential in the same workspace, whether or
not this deployment can sign. reconnectsKeyless is removed from the contract and hook.
The AWS, Databricks, Snowflake, Microsoft and Google dialogs reopen on that mode, so
an assume_role, personal_access_token or certificate credential keeps its auth.
- The saved-credential contract fails a native credential block whose tool has no
oauth policy: the executor would never fill its token.
- The Snowflake hint and docs say where to change SIM_WORKFLOWS; the DocuSign
account_not_found message covers a credential with no Account ID; the docs
baseline's reviewed CLI example entries carry their new byte length; the contract
test fixtures use a real OAuth service id.
A service-account-only picker (a saved token or key credential) instead sets
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`credentialKind: 'service-account'` and `mode: 'basic'` (no scopes), and pairs with an advanced
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twin; `isSavedCredentialPicker` matches only this shape:
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```typescript
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{
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id: 'credential',
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title: '{Service} Account',
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type: 'oauth-input',
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serviceId: '{service}',
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credentialKind: 'service-account',
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canonicalParamId: 'oauthCredential',
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mode: 'basic',
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placeholder: 'Select {Service} credential',
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required: true,
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},
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{
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id: 'manualCredential',
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title: '{Service} Account',
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type: 'short-input',
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canonicalParamId: 'oauthCredential',
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mode: 'advanced',
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placeholder: 'Enter credential ID',
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required: true,
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}
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```
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**Scopes:** Always use `getScopesForService(serviceId)` from `@/lib/oauth/utils` for `requiredScopes`. Never hardcode scope arrays — the single source of truth is `OAUTH_PROVIDERS` in `lib/oauth/oauth.ts`.
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**Scope descriptions:** When adding a new OAuth provider, also add human-readable descriptions for all scopes in `SCOPE_DESCRIPTIONS` within `lib/oauth/utils.ts`.
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When creating V2 blocks (alongside legacy V1):
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```typescript
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// V1 Block - mark as legacy
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// V1 Block - mark as legacy. A credential-only successor is the exception: the
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// successor keeps the legacy block's name, so neither block is renamed.
Copy file name to clipboardExpand all lines: .agents/skills/add-integration/SKILL.md
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@@ -43,6 +43,12 @@ supported paths and choose the simplest supported setup for the intended user:
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| Customer-owned client credentials | Saved `service_account` credential with a client ID and secret | Internal-app eligibility, grant activation, scope syntax, token lifetime and revocation behavior |
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| API token or personal access token | Saved token service account when reusable connections are useful | Token permissions, identity verification, expiry and rotation |
| Cloud workload identity (AWS role, Databricks/Snowflake/Entra/GCP federation) | Keyless saved credential: Sim signs a short-lived OIDC token the customer's cloud trusts. Add the provider to every table in `lib/credentials/workload-identity/audiences.ts` (`WORKLOAD_IDENTITY_PROVIDERS`, its service-account provider ID map, `WORKLOAD_IDENTITY_KEYLESS_CONFIGS`, `WORKLOAD_IDENTITY_AUDIENCES`) and to `MIXED_MODE_PROVIDERS` in `lib/credentials/application/prepare-workload-identity.ts`| Issuer and audience the provider accepts, how the trust pins the subject, token lifetime |
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API, CLI, and MCP callers set up keyless in two steps: `POST /api/v2/credentials/workload-identity/subjects`
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(or `sim credentials keyless-subject <providerId> --output json`) returns the subject to trust and a
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`keylessConfig`; they add its `requiredConfigFields` and create the credential with it. The provider
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catalog advertises `keyless` only when the deployment can sign tokens.
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Do not present customer-owned credentials as a way around a provider's approval requirements
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for a shared public integration. Explain the supported account/app type in the setup docs. Keep
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answers), and `errorBodyEchoesToken` when an error body echoes the token.
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3.`apps/sim/lib/oauth/oauth.ts` and `types.ts`: the service entry (`authType: 'service_account'`,
'providerWorkspaceId' })` in `apps/sim/tools/shared/saved-credentials.ts`, listed in
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`SAVED_CREDENTIAL_OAUTH`, is for existing tools that already take the token inline (successors).
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Either way, the executor overwrites mapped and pinned params after authorizing the credential,
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and `check-block-registry` probes the real URL builders of every block with a saved-credential
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picker and fails on a host-steering param left unmapped or unpinned.
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5. A credential-only block (including a successor) uses `authMode: AuthMode.OAuth`, so the
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generated catalog maps the service; a token-only block that keeps `AuthMode.ApiKey`, as Coda
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does, registers in `tokenCredentialIntegrationTypes` instead (see below). The credential picker
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sits directly under the operation dropdown (`add-block` → OAuth/Credentials). An existing block that already takes the secret inline is never edited in
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sits directly under the operation dropdown (`add-block` → OAuth/Credentials). A new block
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writes the picker inline, as Higgsfield does: `{ id: 'credential', type: 'oauth-input', serviceId,
Copy file name to clipboardExpand all lines: apps/docs/content/docs/integrations/aws-credentials.mdx
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In the AWS IAM console, open **Identity providers → Add provider**, choose **OpenID Connect**, and enter the dialog's **Issuer** as the **Provider URL**, and its **Audience**. You only do this once per AWS account.
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</Step>
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<Step>
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Create a role (or edit an existing one) and set its trust policy to the **Role trust policy**shown in the dialog. It trusts only this credential's **Subject**, so no other Sim credential, workspace, or customer can assume the role.
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Enter the role's ARN (`arn:aws:iam::<account ID>:role/<role name>`) in the dialog first. The **Role trust policy**fills in its account ID; until then it shows `<AWS_ACCOUNT_ID>`, which IAM rejects.
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</Step>
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<Step>
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Attach the permissions your workflows need to the role, then paste its ARN into the dialog and save. Sim verifies the connection by assuming the role before saving it, and refuses a role that would also trust a different subject.
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Create the role with that name (or edit the existing one) and set its trust policy to the **Role trust policy** shown in the dialog. It trusts only this credential's **Subject**, so no other Sim credential, workspace, or customer can assume the role.
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</Step>
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<Step>
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Attach the permissions your workflows need to the role, then save. Sim verifies the connection by assuming the role before saving it, and refuses a role that would also trust a different subject.
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## Prerequisites
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Admin access to the workspace, project, or repository the token is for. Workspace access tokens require a Bitbucket Cloud Premium plan; project and repository access tokens do not.
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Admin access to the workspace, project, or repository the token is for. Workspace and project access tokens require a Bitbucket Cloud Premium plan; repository access tokens do not.
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## Create the access token [#creating-the-access-token]
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In Sim, add a **Databricks connection**, choose **Service principal (keyless, via Sim OIDC)**, and enter the workspace host and the service principal's **application ID**.
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</Step>
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<Step>
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A Databricks account admin runs the **Federation policy** command from the dialog with the service principal's numeric ID (find it with `databricks account service-principals list --filter 'applicationId eq "<application ID>"'`, or on the service principal's page in the account console). The policy trusts Sim's issuer, the Sim audience, and this connection's subject only.
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A Databricks account admin runs the **Federation policy** command from the dialog with the service principal's numeric ID. First sign in to the account with `databricks auth login --host <account console URL> --account-id <account ID>` (not a workspace profile or the workspace web terminal). Find the numeric ID with `databricks account service-principals list --filter 'applicationId eq "<application ID>"'`, or on the service principal's page in the account console. The policy trusts Sim's issuer, the Sim audience, and this connection's subject only.
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</Step>
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<Step>
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Make sure the service principal can access the workspace and the resources your workflows use, then save. Sim verifies the connection by exchanging a token and reading the service principal's identity, and refuses a policy that would also trust a different subject, since every Sim workspace shares the issuer and audience.
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<Steps>
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<Step>
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In the [Google Cloud Console](https://console.cloud.google.com/), enable the IAM, Service Account Credentials, and Security Token Service APIs in the project that will hold the workload identity pool, and note its **project number** (on the project's Dashboard; it's numeric, not the project ID).
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In the [Google Cloud Console](https://console.cloud.google.com/), enable the IAM, Resource Manager, Service Account Credentials, and Security Token Service APIs in the project that will hold the workload identity pool, and note its **project number** (on the project's Dashboard; it's numeric, not the project ID).
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</Step>
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<Step>
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Create or pick a service account, and grant it the roles your workflows need (for example, BigQuery Data Viewer and BigQuery Job User, or Vertex AI User). No key is needed.
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</Step>
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<Step>
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In Sim, open the **Google BigQuery** integration, choose **Add service account**, and set **Authentication** to **Workload Identity Federation (keyless, via Sim OIDC)**. Enter the project number, a pool ID and provider ID (4 to 32 lowercase letters, digits, or hyphens, not starting with `gcp-`), and the service account email (`name@project-id.iam.gserviceaccount.com`).
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In Sim, open the **Google BigQuery** integration, choose **Add service account**, and set **Authentication** to **Workload Identity Federation (keyless, via Sim OIDC)**. Enter the project number, a pool ID and provider ID (4 to 32 lowercase letters, digits, or hyphens, not starting with `gcp-`), and the service account email (`name@project-id.iam.gserviceaccount.com`; user-managed service account only, so default accounts such as `…@developer.gserviceaccount.com` are refused).
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</Step>
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The dialog shows the **Issuer**, **Audience**, and **Subject**, and three `gcloud` commands with your values filled in. Run them in that project. They run against the project number you entered and create the pool, an OIDC provider for Sim's issuer with the attribute mapping `google.subject=assertion.sub` and an attribute condition that accepts only this credential's subject, and grant that subject `roles/iam.workloadIdentityUser` on the service account:
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The dialog shows the **Issuer**, **Audience**, and **Subject**, and three `gcloud` commands with your values filled in. Run them in that project. They run against the project number you entered and create the pool, an OIDC provider for Sim's issuer with the attribute mapping `google.subject=assertion.sub` and an attribute condition that accepts only this credential's subject, and grant that subject `roles/iam.workloadIdentityUser` on the service account. If the pool already exists, skip the first command:
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```bash
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gcloud iam workload-identity-pools create POOL_ID \
In Sim, add a **Snowflake** connection, choose **Service user (keyless, via Sim OIDC)**, and enter the account host (`myorg-myaccount.snowflakecomputing.com`). The dialog shows the issuer, audience, and subject for this connection, and the statement to run.
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</Step>
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<Step>
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A user whose role can create users (and has `OWNERSHIP` or `MODIFY PROGRAMMATIC AUTHENTICATION METHODS` on the user) runs the statement from the dialog. It looks like this:
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A user whose role can create users (for example USERADMIN) runs the statement from the dialog. If SIM_WORKFLOWS already exists, change the name in the statement you run and in the follow-up GRANT and ALTER commands below. It looks like this:
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