* improvement(salesforce): align tools + block with Salesforce API and harden CRUD/analytics
- Migrate all 4 Account tools to shared getInstanceUrl + extractErrorMessage helpers (drop ~40 lines of inlined idToken decode per file)
- Use extractErrorMessage consistently across every CRUD tool; add loggers to the opportunity tools
- Trim ID path params on all update/delete/single-get tools; URL-encode single-record field lists
- Fix dashboard tools: read name/metadata from dashboardMetadata.attributes (was always null); refresh now returns status/statusUrl defensively; drop no-op list_dashboards folderName filter
- Expose update_case origin/contact/account and update_task who/what fields end-to-end
- Block: mark create-required (Name, LastName, Company, StageName, Subject) and update/delete IDs conditionally required; add account billing*/revenue/employees and contact mailing*/department subBlocks; convert includeDetails to a Yes/No dropdown; move optional fields to advanced mode
- Trim over-declared dashboard output types; make Task.Status optional
- Regenerate integration docs
* fix(salesforce): correct list/refresh response shapes per live API docs
- list_dashboards: GET /analytics/dashboards returns a bare top-level array, not a {dashboards} wrapper (fixes always-empty result)
- refresh_dashboard: statusUrl is returned at the top level of the PUT response, read it there first
- list_reports: the list resource only returns report name/id/url/describeUrl/instancesUrl, so drop the no-op folderName filter and match searchTerm on name only
Validated tool-by-tool against the live Salesforce REST/Analytics/Object-Reference docs (API v67.0).
* fix(salesforce): address Greptile/Cursor review
- Add shared requireId() guard so whitespace-only IDs fail fast instead of producing malformed /sobjects/Object/ empty-path requests (all update/delete/single-get tools)
- URL-encode the fields query value in get_opportunities and get_tasks single-record GETs (matching the other get_* tools)
- Reflect the Salesforce API success flag consistently across all create tools (success/created use data.success === true)
* fix(salesforce): trim echoed output IDs and relation reference IDs
- update/delete tools now return output.id from the trimmed ID so chained workflows never receive whitespace-padded IDs
- trim relation reference IDs (AccountId, ContactId, WhoId, WhatId) in create/update bodies to avoid Salesforce reference errors from copy-pasted whitespace
* fix(salesforce): trim accountId in update_contact body
Last remaining untrimmed relation reference ID — update_contact now trims AccountId like the other create/update tools.
The open-source AI workspace where teams build, deploy, and manage AI agents. Build conversationally, visually, or with code. Connect 1,000+ integrations and every major LLM to automate real work.
Build everything in Chat
Your AI command center. Describe what you want in plain language. Sim knows your entire workspace and takes action: building agents, running them, querying data, and more.
Create files and documents
Generate documents, reports, and presentations from a single prompt, grounded in your workspace data.
Ground agents in your knowledge
Upload documents to a knowledge base and let agents answer questions from your own content.
Structured data with Tables
A database, built in. Store, query, and wire structured data into agent runs.
Build visually with Workflows
Prefer a canvas? Design agents block by block in the visual builder, and let Sim generate blocks, wire variables, and fix errors from natural language.
Quickstart
Cloud-hosted: sim.ai
Self-hosted: NPM Package
npx simstudio
Note
Docker must be installed and running on your machine.
Options
| Flag | Description |
|---|---|
-p, --port <port> |
Port to run Sim on (default 3000) |
--no-pull |
Skip pulling latest Docker images |
Self-hosted: Docker Compose
git clone https://github.com/simstudioai/sim.git && cd sim
docker compose -f docker-compose.prod.yml up -d
Sim also supports local models via Ollama and vLLM. See the Docker self-hosting docs for setup details.
Self-hosted: Manual Setup
Requirements: Bun, Node.js v20+, PostgreSQL 12+ with pgvector
- Clone and install:
git clone https://github.com/simstudioai/sim.git
cd sim
bun install
bun run prepare # Set up pre-commit hooks
- Set up PostgreSQL with pgvector:
docker run --name simstudio-db -e POSTGRES_PASSWORD=your_password -e POSTGRES_DB=simstudio -p 5432:5432 -d pgvector/pgvector:pg17
Or install manually via the pgvector guide.
- Configure environment:
cp apps/sim/.env.example apps/sim/.env
# Create your secrets
perl -i -pe "s/your_encryption_key/$(openssl rand -hex 32)/" apps/sim/.env
perl -i -pe "s/your_internal_api_secret/$(openssl rand -hex 32)/" apps/sim/.env
perl -i -pe "s/your_api_encryption_key/$(openssl rand -hex 32)/" apps/sim/.env
# DB configs for migration
cp packages/db/.env.example packages/db/.env
# Edit both .env files to set DATABASE_URL="postgresql://postgres:your_password@localhost:5432/simstudio"
- Run migrations:
cd packages/db && bun run db:migrate
- Start development servers:
bun run dev:full # Starts Next.js app and realtime socket server
Or run separately: bun run dev (Next.js) and cd apps/sim && bun run dev:sockets (realtime).
Chat API Keys
Chat is a Sim-managed service. To use Chat on a self-hosted instance:
- Go to https://sim.ai → Settings → Chat keys and generate a Chat API key
- Set
COPILOT_API_KEYenvironment variable in your self-hosted apps/sim/.env file to that value
Environment Variables
See the environment variables reference for the full list, or apps/sim/.env.example for defaults.
Tech Stack
- Framework: Next.js (App Router)
- Runtime: Bun
- Database: PostgreSQL with Drizzle ORM
- Authentication: Better Auth
- Schema Validation: Zod
- UI: Shadcn, Tailwind CSS
- Streaming Markdown: Streamdown
- State Management: Zustand, TanStack Query
- Flow Editor: ReactFlow
- Docs: Fumadocs
- Monorepo: Turborepo
- Realtime: Socket.io
- Background Jobs: Trigger.dev
- Remote Code Execution: E2B
- Isolated Code Execution: isolated-vm
Contributing
We welcome contributions! Please see our Contributing Guide for details.
License
This project is licensed under the Apache License 2.0 - see the LICENSE file for details.
Made with ❤️ by the Sim Team




