Merge branch 'improvement/platform' into dev

Author: icecrasher321

.agents/skills/add-block/SKILL.md

@@ -627,19 +627,78 @@ export const ServiceV2Block: BlockConfig = {
 }
 ```
 
+## Block Metadata (BlockMeta)
+
+Every integration block **must** export a `{Service}BlockMeta` object at the bottom of the block file. This metadata drives the integration catalog, tag filters, and workflow template suggestions shown to users.
+
+### Structure
+
+```typescript
+import type { BlockConfig, BlockMeta } from '@/blocks/types'
+
+// ... block definition above ...
+
+export const {Service}BlockMeta = {
+  tags: ['messaging', 'automation'],   // Same tags as the block's tags field
+  templates: [                          // Optional but strongly encouraged
+    {
+      icon: {Service}Icon,
+      title: '{Service} use-case title',
+      prompt: 'Build a workflow that ...',
+      modules: ['agent', 'workflows'],  // Modules the template uses
+      category: 'productivity',         // Template category
+      tags: ['automation'],             // Template-level tags
+      alsoIntegrations: ['slack'],      // Other blocks referenced in the prompt (optional)
+    },
+  ],
+} as const satisfies BlockMeta
+```
+
+### Rules
+
+- **Import `BlockMeta`** from `@/blocks/types` alongside `BlockConfig`
+- **`tags`** must match the `tags` array on the block config exactly
+- **Templates are optional** but should be added for any integration that has a recognizable use case — aim for 2–4 templates per block
+- **Template `prompt`** should start with "Build a workflow that..." or "Create a workflow that..." and be concrete enough to generate a real workflow in Mothership
+- **Template `modules`** lists the Sim modules the template relies on: `'knowledge-base' | 'tables' | 'files' | 'workflows' | 'scheduled' | 'agent'`
+- **Template `category`** is one of: `'popular' | 'sales' | 'support' | 'engineering' | 'marketing' | 'productivity' | 'operations'`
+- **`alsoIntegrations`** names other block types (e.g. `'slack'`, `'linear'`) referenced in the template prompt — helps the catalog surface this template when those blocks are selected
+- Place the export **after** the main `{Service}Block` export, at the very bottom of the file
+
+### Register in the blocksMeta object
+
+After adding `{Service}BlockMeta` to the block file, register it in `apps/sim/blocks/registry.ts`:
+
+```typescript
+// Add import (alongside the block import, alphabetically)
+import { ServiceBlock, ServiceBlockMeta } from '@/blocks/blocks/service'
+
+// Add to blocksMeta object (alphabetically)
+export const blocksMeta = {
+  // ... existing entries ...
+  service: ServiceBlockMeta,
+}
+```
+
 ## Registering Blocks
 
 After creating the block, remind the user to:
-1. Import in `apps/sim/blocks/registry.ts`
+1. Import `{Service}Block` and `{Service}BlockMeta` in `apps/sim/blocks/registry.ts`
 2. Add to the `registry` object (alphabetically):
+3. Add to the `blocksMeta` object (alphabetically):
 
 ```typescript
-import { ServiceBlock } from '@/blocks/blocks/service'
+import { ServiceBlock, ServiceBlockMeta } from '@/blocks/blocks/service'
 
 export const registry: Record<string, BlockConfig> = {
   // ... existing blocks ...
   service: ServiceBlock,
 }
+
+export const blocksMeta = {
+  // ... existing entries ...
+  service: ServiceBlockMeta,
+}
 ```
 
 ## Complete Example
@@ -827,7 +886,10 @@ All tool IDs referenced in `tools.access` and returned by `tools.config.tool` MU
 - [ ] Tools.access lists all tool IDs (snake_case)
 - [ ] Tools.config.tool returns correct tool ID (snake_case)
 - [ ] Outputs match tool outputs
-- [ ] Block registered in registry.ts
+- [ ] Block registered in `registry.ts` blocks object (alphabetically)
+- [ ] `{Service}BlockMeta` exported at bottom of block file with `tags` and `templates`
+- [ ] `BlockMeta` imported from `@/blocks/types` alongside `BlockConfig`
+- [ ] Block meta registered in `registry.ts` blocksMeta object (alphabetically)
 - [ ] If icon missing: asked user to provide SVG
 - [ ] If triggers exist: `triggers` config set, trigger subBlocks spread
 - [ ] Optional/rarely-used fields set to `mode: 'advanced'`

.agents/skills/add-integration/SKILL.md

@@ -128,7 +128,7 @@ export const {service}{Action}Tool: ToolConfig<Params, Response> = {
 ### Block Structure
 ```typescript
 import { {Service}Icon } from '@/components/icons'
-import type { BlockConfig } from '@/blocks/types'
+import type { BlockConfig, BlockMeta } from '@/blocks/types'
 import { AuthMode } from '@/blocks/types'
 import { getScopesForService } from '@/lib/oauth/utils'
 
@@ -177,8 +177,32 @@ export const {Service}Block: BlockConfig = {
 
   outputs: { /* ... */ },
 }
+
+export const {Service}BlockMeta = {
+  tags: ['tag1', 'tag2'],  // IntegrationTag values matching the service's capabilities
+  templates: [
+    {
+      icon: {Service}Icon,
+      title: '{Service} use-case title',
+      prompt: 'Build a workflow that ...',
+      modules: ['agent', 'workflows'],
+      category: 'productivity',
+      tags: ['automation'],
+      alsoIntegrations: ['slack'],  // Optional: other blocks referenced in the prompt
+    },
+  ],
+} as const satisfies BlockMeta
 ```
 
+### BlockMeta rules
+
+- **Tags**: Use `IntegrationTag` values from `@/blocks/types`. Do NOT add a `tags` field to the `BlockConfig` object — tags belong only in `BlockMeta`.
+- **`integrationType`**: Must be a valid `IntegrationType` enum value (AI, Analytics, Commerce, Communication, Databases, DevOps, Documents, Email, HR, Marketing, Observability, Productivity, Sales, Search, Security, Support). Never invent a value that doesn't exist in the enum.
+- **Templates**: Aim for 2–4 templates per integration. Prompts should be concrete enough to generate a real workflow in Mothership. Start with "Build a workflow that..." or "Create a workflow that...".
+- **`alsoIntegrations`**: List other block type IDs referenced in the template prompt (e.g. `'slack'`, `'linear'`).
+- Place `{Service}BlockMeta` at the very bottom of the file, after the main block export.
+- Register it in both the import and the `blocksMeta` object in `registry.ts`.
+
 ### Key SubBlock Patterns
 
 **Condition-based visibility:**
@@ -359,14 +383,20 @@ export const tools: Record<string, ToolConfig> = {
 ### Block Registry (`apps/sim/blocks/registry.ts`)
 
 ```typescript
-// Add import (alphabetically)
-import { {Service}Block } from '@/blocks/blocks/{service}'
+// Add import (alphabetically) — include BlockMeta
+import { {Service}Block, {Service}BlockMeta } from '@/blocks/blocks/{service}'
 
-// Add to registry (alphabetically)
+// Add to blocks registry (alphabetically)
 export const registry: Record<string, BlockConfig> = {
   // ... existing blocks ...
   {service}: {Service}Block,
 }
+
+// Add to blocksMeta registry (alphabetically)
+export const blocksMeta = {
+  // ... existing entries ...
+  {service}: {Service}BlockMeta,
+}
 ```
 
 ### Trigger Registry (`apps/sim/triggers/registry.ts`) - If triggers exist
@@ -433,7 +463,12 @@ If creating V2 versions (API-aligned outputs):
 - [ ] Configured tools.access with all tool IDs
 - [ ] Configured tools.config.tool selector
 - [ ] Defined outputs matching tool outputs
-- [ ] Registered block in `blocks/registry.ts`
+- [ ] `integrationType` uses a valid `IntegrationType` enum value (no invented values)
+- [ ] No `tags` field on the `BlockConfig` object (tags live only in `BlockMeta`)
+- [ ] `{Service}BlockMeta` exported at bottom of file with `tags` and `templates`
+- [ ] `BlockMeta` type imported from `@/blocks/types` alongside `BlockConfig`
+- [ ] Block registered in `blocks/registry.ts` blocks object (alphabetically)
+- [ ] Block meta registered in `blocks/registry.ts` blocksMeta object (alphabetically)
 - [ ] If triggers: set `triggers.enabled` and `triggers.available`
 - [ ] If triggers: spread trigger subBlocks with `getTrigger()`
 

.claude/commands/add-block.md

@@ -798,6 +798,33 @@ Use `wandConfig` for fields that are hard to fill out manually, such as timestam
 
 All tool IDs referenced in `tools.access` and returned by `tools.config.tool` MUST use `snake_case` (e.g., `x_create_tweet`, `slack_send_message`). Never use camelCase or PascalCase.
 
+## BlockMeta (Required)
+
+Every block file must export a `{Service}BlockMeta` alongside the block — **minimum 7 templates**. Look at existing examples in `apps/sim/blocks/blocks/` (e.g. `browser_use.ts`, `google_sheets.ts`) for the pattern.
+
+```typescript
+import type { BlockMeta } from '@/blocks/types'
+
+export const {Service}BlockMeta = {
+  tags: ['tag1', 'tag2'],                  // IntegrationTag[]
+  templates: [
+    {
+      icon: {Service}Icon,
+      title: '{Service} <use-case>',        // 2–5 words
+      prompt: 'Build a workflow that...',   // specific use case, 1–3 sentences
+      modules: ['agent', 'workflows'],      // 'agent' | 'workflows' | 'tables' | 'files' | 'scheduled' | 'knowledge-base'
+      category: 'operations',              // 'operations' | 'marketing' | 'sales' | 'engineering' | 'productivity' | 'support' | 'popular'
+      tags: ['automation'],
+      alsoIntegrations: ['slack'],         // optional — other block IDs referenced in the prompt
+      featured: true,                      // optional
+    },
+    // ... at least 6 more
+  ],
+} as const satisfies BlockMeta
+```
+
+Derive templates from the service's real use cases. Each prompt should name a concrete trigger, transformation, and output — not a generic description of what the service does.
+
 ## Checklist Before Finishing
 
 - [ ] `integrationType` is set to the correct `IntegrationType` enum value
@@ -816,6 +843,7 @@ All tool IDs referenced in `tools.access` and returned by `tools.config.tool` MU
 - [ ] If triggers exist: `triggers` config set, trigger subBlocks spread
 - [ ] Optional/rarely-used fields set to `mode: 'advanced'`
 - [ ] Timestamps and complex inputs have `wandConfig` enabled
+- [ ] Exported `{Service}BlockMeta` with at least 7 templates
 
 ## Final Validation (Required)
 
@@ -829,3 +857,4 @@ After creating the block, you MUST validate it against every tool it references:
    - Type coercions in `tools.config.params` for any params that need conversion (Number(), Boolean(), JSON.parse())
 3. **Verify block outputs** cover the key fields returned by all tools
 4. **Verify conditions** — each subBlock should only show for the operations that actually use it
+5. **Verify `{Service}BlockMeta` is exported** with at least 7 templates, each having `icon`, `title`, `prompt`, `modules`, `category`, and `tags`

.claude/commands/add-integration.md

@@ -221,6 +221,28 @@ export const {Service}Block: BlockConfig = {
 - **Inputs section:** Must list canonical param IDs (e.g., `fileId`), NOT raw subblock IDs (e.g., `fileSelector`, `manualFileId`)
 - **Params function:** Must use canonical param IDs, NOT raw subblock IDs (raw IDs are deleted after canonical transformation)
 
+### BlockMeta (Required)
+
+Export a `{Service}BlockMeta` in the same file as the block — **minimum 7 templates**. See `add-block.md` → "BlockMeta (Required)" for valid `modules` and `category` values and the full pattern.
+
+```typescript
+export const {Service}BlockMeta = {
+  tags: ['tag1', 'tag2'],
+  templates: [
+    {
+      icon: {Service}Icon,
+      title: '{Service} <use-case>',
+      prompt: 'Build a workflow that...',  // concrete trigger → transformation → output
+      modules: ['agent', 'workflows'],
+      category: 'operations',
+      tags: ['automation'],
+      alsoIntegrations: ['slack'],        // when the prompt references another service
+    },
+    // ... at least 6 more
+  ],
+} as const satisfies BlockMeta
+```
+
 ## Step 4: Add Icon
 
 ### File Location
@@ -424,6 +446,7 @@ If creating V2 versions (API-aligned outputs):
 - [ ] Registered block in `blocks/registry.ts`
 - [ ] If triggers: set `triggers.enabled` and `triggers.available`
 - [ ] If triggers: spread trigger subBlocks with `getTrigger()`
+- [ ] Exported `{Service}BlockMeta` with at least 7 templates
 
 ### OAuth Scopes (if OAuth service)
 - [ ] Defined scopes in `lib/oauth/oauth.ts` under `OAUTH_PROVIDERS`
@@ -454,6 +477,7 @@ If creating V2 versions (API-aligned outputs):
 - [ ] Verified block subBlocks cover all required tool params with correct conditions
 - [ ] Verified block outputs match what the tools actually return
 - [ ] Verified `tools.config.params` correctly maps and coerces all param types
+- [ ] `{Service}BlockMeta` exported with at least 7 templates, each having `icon`, `title`, `prompt`, `modules`, `category`, and `tags`
 
 ## Example Command
 

.claude/commands/validate-integration.md

@@ -192,6 +192,12 @@ For **each tool** in `tools.access`:
 - [ ] `authMode` is set correctly (`AuthMode.OAuth` or `AuthMode.ApiKey`)
 - [ ] Block is registered in `blocks/registry.ts` alphabetically
 
+### BlockMeta
+- [ ] `{Service}BlockMeta` is exported in the same file as the block
+- [ ] Has at least 7 templates, each with `icon`, `title`, `prompt`, `modules`, `category`, and `tags`
+- [ ] Prompts describe concrete use cases, not generic descriptions of what the service does
+- [ ] `alsoIntegrations` is set on any template whose prompt references another service
+
 ### Block Inputs
 - [ ] `inputs` section lists all subBlock params that the block accepts
 - [ ] Input types match the subBlock types
@@ -282,6 +288,7 @@ After fixing, confirm:
 - [ ] Validated pagination consistency across tools and block
 - [ ] Validated error handling (error checks, meaningful messages)
 - [ ] Validated registry entries (tools and block, alphabetical, correct imports)
+- [ ] Validated `{Service}BlockMeta` exported with at least 7 templates
 - [ ] Reported all issues grouped by severity
 - [ ] Fixed all critical and warning issues
 - [ ] Ran `bun run lint` after fixes