Waleed a3a887ad5a fix(docs): point the service-account guides at the real connect flow (#6277)
* fix(docs): point the service-account guides at the real connect flow

Fourteen of the twenty service-account guides sent admins to a workspace
Settings → Integrations tab that does not exist — Integrations is a top-level
workspace route, and there is no integrations section in the settings navigation
at all. The same fourteen then told them to search the catalog for
"<Service> Service Account", a name no catalog entry has: the list is derived
from blocks, so the entries are "Airtable", "Monday", "Wealthbox", and search
matches only name and description.

Both steps now match the six guides that were already correct (Box, Zoho Desk,
Zoom, Salesforce, Pipedrive, Atlassian), so all twenty describe one flow. The
per-guide connect labels were already right and are untouched.

Google needed a third fix: its final step said Click **Save**, but the modal's
primary button is `Add {connectNoun}`, which for Google falls back to
"Add service account". It also has no catalog entry of its own, so the search
now points at Google Drive with a note that any Google integration works.

Also adds `invalidCredentialsHelp` for Wealthbox. Its validator rejects a token
that works only over Wealthbox's documented ACCESS_TOKEN header, because Sim's
tools authenticate with Bearer — a deliberate, documented limitation whose
reason reached the server log and never the user, who saw only "Double-check it".

* fix(docs): make the Wealthbox rejection copy true for every failure path

`invalidCredentialsHelp` replaces the generic message for every
`invalid_credentials` rejection, and the Wealthbox validator raises that code on
three paths: a 402 expired trial, a 401/403 where both header styles fail, and a
401/403 where Bearer fails but the ACCESS_TOKEN probe succeeds. The copy
described only the third, so two of the three told the user their token was
valid and pointed at remediation that could not help.

Now leads with what is checkable in all three cases and makes the Bearer note
conditional on the one signal that distinguishes it — the token working
elsewhere.
2026-08-04 20:07:03 -07:00

Sim.ai Documentation Slack X

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Sim — Integrate, Context, Build, and Monitor AI agents

A workspace to build, deploy and manage AI agents and workflows.

Quickstart

Cloud-hosted: sim.ai

Open sim.ai

Self-hosted

git clone https://github.com/simstudioai/sim.git && cd sim
bun install
bun run setup

Open http://localhost:3000

The Sim platform — chat on the left, the visual workflow builder on the right

Capabilities

  • Connect 1,000+ integrations and every major LLM
  • Add Slack, Notion, HubSpot, Salesforce, databases, and more
  • Build agents visually, conversationally, or with code
  • Ingest files, knowledge bases, and structured table data
  • Monitor runs, logs, schedules, and workflow activity

One workspace, every surface

Chat and workflows are just the start — tables, files, and knowledge all live in the same workspace.

Tables in Sim — structured data your agents can query

Tables — a database, built in

Files in Sim — documents for your team and every agent

Files — one store for your team and every agent

Knowledge bases in Sim — synced docs your agents can search

Knowledge — your agents' memory

Self-hosting

Requirements: Bun and Docker.

bun run setup is an interactive wizard: it provisions the database, generates secrets, writes your .env files, connects a Chat API key, and starts Sim the way you choose:

  • Local dev — run from source to contribute or hack on Sim
  • Docker Compose — a self-contained instance for testing self-hosting
  • Kubernetes (Helm) — deploy to a local cluster

When it finishes, open http://localhost:3000.

Reconfigure an optional capability without rerunning the full wizard:

bun run setup status
bun run setup email
bun run setup storage
bun run setup sandbox
bun run setup jobs
bun run setup cache
bun run setup knowledge
bun run setup llm
bun run setup integration slack

bun run setup status detects the effective local-dev, Docker Compose, or current-context Helm configuration and reports configured, missing, or invalid capabilities and OAuth integrations without printing credential values. This is separate from bun run sim status, which reports whether installed services are running and healthy.

Manage your install with bun run sim:

bun run sim start | stop | restart   # bring your install up / down / cycle
bun run sim status                    # what's installed and healthy
bun run sim logs                      # follow logs
bun run sim doctor                    # diagnose configuration problems
bun run sim down                      # remove containers (data kept)
bun run sim reset                     # archive .env and wipe managed data

sim detects how you're running (Docker Compose, local dev, or Kubernetes) and acts accordingly.

Prefer a bare sim? Run bun link once — but note sim lands in ~/.bun/bin, which Homebrew's bun doesn't add to your PATH, so you may need export PATH="$HOME/.bun/bin:$PATH" in your shell profile.

Sim also supports local models via Ollama and vLLM. See the self-hosting docs for details.

Chat API Keys

Chat is a Sim-managed service. bun run setup connects a Chat API key for you — sign in when it opens your browser and the key is stored automatically. To view, create, or revoke keys later, go to sim.ai/selfhost/settings/chat-keys.

Environment Variables

See the environment variables reference for the full list, or apps/sim/.env.example for defaults.

Tech Stack

Next.js · Bun · PostgreSQL · Drizzle · Better Auth · Tailwind — and the rest of the stack

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.

Built by the Sim team in San Francisco

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