feat(connectors): add verified scoping filters (Grain, Rootly, Ashby, Greenhouse, DocuSign, GitLab) + clarify Monday board scope

Author: waleedlatif1

apps/sim/connectors/ashby/ashby.ts

@@ -450,7 +450,18 @@ export const ashbyConnector: ConnectorConfig = {
       type: 'short-input',
       required: false,
       placeholder: 'e.g. 500 (default: unlimited)',
-      description: 'Cap the number of candidates synced. Leave empty to sync all candidates.',
+      description:
+        'Cap the number of candidates synced. Leave empty to sync ALL candidates in the organization.',
+    },
+    {
+      id: 'createdAfter',
+      title: 'Created After',
+      type: 'short-input',
+      required: false,
+      mode: 'advanced',
+      placeholder: 'e.g. 2025-01-01 or 2025-01-01T00:00:00Z',
+      description:
+        'Only sync candidates created on or after this date (ISO 8601). Leave blank to sync candidates regardless of creation date.',
     },
   ],
 
@@ -461,6 +472,12 @@ export const ashbyConnector: ConnectorConfig = {
     syncContext?: Record<string, unknown>
   ): Promise<ExternalDocumentList> => {
     const maxCandidates = sourceConfig.maxCandidates ? Number(sourceConfig.maxCandidates) : 0
+    const createdAfterMs = (() => {
+      const raw = sourceConfig.createdAfter
+      if (typeof raw !== 'string' || !raw.trim()) return undefined
+      const ms = new Date(raw.trim()).getTime()
+      return Number.isNaN(ms) ? undefined : ms
+    })()
 
     const prevFetched = (syncContext?.totalCandidatesFetched as number) ?? 0
     if (maxCandidates > 0 && prevFetched >= maxCandidates) {
@@ -470,6 +487,7 @@ export const ashbyConnector: ConnectorConfig = {
 
     const body: UnknownRecord = { limit: CANDIDATES_PER_PAGE }
     if (cursor) body.cursor = cursor
+    if (createdAfterMs !== undefined) body.createdAfter = createdAfterMs
 
     logger.info('Listing Ashby candidates', {
       cursor: cursor ?? 'initial',

apps/sim/connectors/docusign/docusign.ts

@@ -436,6 +436,16 @@ export const docusignConnector: ConnectorConfig = {
       description:
         'On initial sync only. Filters envelopes by when their status last changed (from_date).',
     },
+    {
+      id: 'status',
+      title: 'Filter by Status',
+      type: 'short-input',
+      required: false,
+      mode: 'advanced',
+      placeholder: 'e.g. completed (or completed,sent)',
+      description:
+        'Only sync envelopes with these statuses (comma-separated: created, sent, delivered, completed, declined, voided). Leave blank to sync all.',
+    },
     {
       id: 'maxEnvelopes',
       title: 'Max Envelopes',
@@ -474,6 +484,8 @@ export const docusignConnector: ConnectorConfig = {
       count: String(MAX_PAGE_SIZE),
       start_position: String(startPosition),
     })
+    const statusFilter = typeof sourceConfig.status === 'string' ? sourceConfig.status.trim() : ''
+    if (statusFilter) queryParams.set('status', statusFilter)
 
     const url = `${apiBase}/envelopes?${queryParams.toString()}`
 

apps/sim/connectors/gitlab/gitlab.ts

@@ -343,6 +343,29 @@ export const gitlabConnector: ConnectorConfig = {
         { label: 'Both', id: 'both' },
       ],
     },
+    {
+      id: 'issueState',
+      title: 'Issue State',
+      type: 'dropdown',
+      required: false,
+      mode: 'advanced',
+      options: [
+        { label: 'All', id: 'all' },
+        { label: 'Open only', id: 'opened' },
+        { label: 'Closed only', id: 'closed' },
+      ],
+      description: 'Which issues to sync by state. Applies only when syncing issues.',
+    },
+    {
+      id: 'issueLabels',
+      title: 'Issue Labels',
+      type: 'short-input',
+      required: false,
+      mode: 'advanced',
+      placeholder: 'e.g. bug,docs (comma-separated)',
+      description:
+        'Only sync issues with all of these labels (comma-separated). Applies only when syncing issues.',
+    },
     {
       id: 'maxItems',
       title: 'Max Items',
@@ -439,6 +462,12 @@ export const gitlabConnector: ConnectorConfig = {
         sort: 'desc',
       })
       if (lastSyncAt) params.set('updated_after', lastSyncAt.toISOString())
+      const issueState =
+        typeof sourceConfig.issueState === 'string' ? sourceConfig.issueState.trim() : ''
+      if (issueState && issueState !== 'all') params.set('state', issueState)
+      const issueLabels =
+        typeof sourceConfig.issueLabels === 'string' ? sourceConfig.issueLabels.trim() : ''
+      if (issueLabels) params.set('labels', issueLabels)
 
       const url = `${apiBase}/projects/${encodedProject}/issues?${params.toString()}`
       logger.info('Listing GitLab issues', {

apps/sim/connectors/grain/grain.ts

@@ -94,6 +94,51 @@ interface GrainTranscriptSegment {
  */
 const RECORDING_INCLUDE = { participants: true } as const
 
+/** Number of milliseconds in a day, used to convert the lookback window to a timestamp. */
+const MS_PER_DAY = 24 * 60 * 60 * 1000
+
+/**
+ * Valid values for the recordings list `participant_scope` filter (verified against the
+ * Grain Public API recordings list request body, which the in-repo Grain tools also use).
+ */
+const PARTICIPANT_SCOPES = ['internal', 'external'] as const
+type ParticipantScope = (typeof PARTICIPANT_SCOPES)[number]
+
+function isParticipantScope(value: unknown): value is ParticipantScope {
+  return typeof value === 'string' && PARTICIPANT_SCOPES.includes(value as ParticipantScope)
+}
+
+/**
+ * Builds the recordings list `filter` object from the connector's scoping config. Only
+ * documented Grain filter keys are emitted, and only when configured, so an empty config
+ * produces no `filter` (full sync). Returns undefined when no scoping is configured.
+ *
+ * Supported keys (verified against the in-repo Grain list_recordings tool / Public API):
+ * - `after_datetime` — derived from `lookbackDays`; recordings on/after the window start
+ * - `participant_scope` — `internal` or `external`
+ * - `title_search` — substring match against recording titles
+ */
+function buildRecordingFilter(
+  sourceConfig: Record<string, unknown>
+): Record<string, unknown> | undefined {
+  const filter: Record<string, unknown> = {}
+
+  const lookbackDays = sourceConfig.lookbackDays ? Number(sourceConfig.lookbackDays) : 0
+  if (Number.isFinite(lookbackDays) && lookbackDays > 0) {
+    filter.after_datetime = new Date(Date.now() - lookbackDays * MS_PER_DAY).toISOString()
+  }
+
+  if (isParticipantScope(sourceConfig.participantScope)) {
+    filter.participant_scope = sourceConfig.participantScope
+  }
+
+  const titleSearch =
+    typeof sourceConfig.titleSearch === 'string' ? sourceConfig.titleSearch.trim() : ''
+  if (titleSearch) filter.title_search = titleSearch
+
+  return Object.keys(filter).length > 0 ? filter : undefined
+}
+
 /**
  * Builds the auth + version headers shared by every Grain API request.
  */
@@ -284,6 +329,39 @@ export const grainConnector: ConnectorConfig = {
       type: 'short-input',
       required: false,
       placeholder: 'e.g. 200 (default: unlimited)',
+      description: 'Cap the total number of recordings synced. Leave blank to sync all.',
+    },
+    {
+      id: 'lookbackDays',
+      title: 'Lookback Window (days)',
+      type: 'short-input',
+      required: false,
+      mode: 'advanced',
+      placeholder: 'e.g. 90 (default: all time)',
+      description: 'Only sync recordings from the last N days. Leave blank to sync any age.',
+    },
+    {
+      id: 'participantScope',
+      title: 'Participant Scope',
+      type: 'dropdown',
+      required: false,
+      mode: 'advanced',
+      description:
+        'Limit to internal-only meetings or meetings that include an external participant. Leave as Any to sync both.',
+      options: [
+        { label: 'Any', id: '' },
+        { label: 'Internal only', id: 'internal' },
+        { label: 'External (has external participant)', id: 'external' },
+      ],
+    },
+    {
+      id: 'titleSearch',
+      title: 'Title Search',
+      type: 'short-input',
+      required: false,
+      mode: 'advanced',
+      placeholder: 'e.g. weekly standup',
+      description: 'Only sync recordings whose title matches this text. Leave blank to sync all.',
     },
   ],
 
@@ -298,7 +376,13 @@ export const grainConnector: ConnectorConfig = {
     const body: Record<string, unknown> = { include: RECORDING_INCLUDE }
     if (cursor) body.cursor = cursor
 
-    logger.info('Listing Grain recordings', { hasCursor: Boolean(cursor) })
+    const filter = buildRecordingFilter(sourceConfig)
+    if (filter) body.filter = filter
+
+    logger.info('Listing Grain recordings', {
+      hasCursor: Boolean(cursor),
+      hasFilter: Boolean(filter),
+    })
 
     const response = await fetchWithRetry(`${GRAIN_API_BASE}/recordings`, {
       method: 'POST',

apps/sim/connectors/greenhouse/greenhouse.ts

@@ -496,7 +496,28 @@ export const greenhouseConnector: ConnectorConfig = {
       type: 'short-input',
       required: false,
       placeholder: 'e.g. 500 (default: unlimited)',
-      description: 'Cap the number of candidates synced. Leave empty to sync all candidates.',
+      description:
+        'Cap the number of candidates synced. Leave empty to sync ALL candidates in the organization.',
+    },
+    {
+      id: 'jobId',
+      title: 'Job ID',
+      type: 'short-input',
+      required: false,
+      mode: 'advanced',
+      placeholder: 'e.g. 123456',
+      description:
+        'Sync only candidates who applied to this Greenhouse job. Leave empty to sync candidates across all jobs.',
+    },
+    {
+      id: 'createdAfter',
+      title: 'Created After',
+      type: 'short-input',
+      required: false,
+      mode: 'advanced',
+      placeholder: 'e.g. 2024-01-01T00:00:00Z',
+      description:
+        'Sync only candidates created at or after this ISO 8601 timestamp. Leave empty to sync candidates regardless of creation date.',
     },
   ],
 
@@ -510,12 +531,17 @@ export const greenhouseConnector: ConnectorConfig = {
     const maxCandidates = sourceConfig.maxCandidates ? Number(sourceConfig.maxCandidates) : 0
     const page = cursor ? Number(cursor) : 1
     const updatedAfter = computeUpdatedAfter(lastSyncAt)
+    const jobId = typeof sourceConfig.jobId === 'string' ? sourceConfig.jobId.trim() : ''
+    const createdAfter =
+      typeof sourceConfig.createdAfter === 'string' ? sourceConfig.createdAfter.trim() : ''
 
     const queryParams = new URLSearchParams({
       per_page: String(CANDIDATES_PER_PAGE),
       page: String(page),
     })
     if (updatedAfter) queryParams.set('updated_after', updatedAfter)
+    if (jobId) queryParams.set('job_id', jobId)
+    if (createdAfter) queryParams.set('created_after', createdAfter)
 
     const url = `${GREENHOUSE_API_BASE}/candidates?${queryParams.toString()}`
 

apps/sim/connectors/monday/monday.ts

@@ -346,8 +346,9 @@ export const mondayConnector: ConnectorConfig = {
       title: 'Board IDs',
       type: 'short-input',
       required: false,
-      placeholder: 'e.g. 1234567890, 9876543210 (empty = all accessible boards)',
-      description: 'Comma-separated board IDs to sync. Leave empty to sync all accessible boards.',
+      placeholder: 'e.g. 1234567890, 9876543210 (empty = all active boards)',
+      description:
+        'Comma-separated board IDs to sync — find a board ID in its URL (.../boards/<id>). Leave empty to sync items from every active board you can access.',
     },
     {
       id: 'maxItems',

apps/sim/connectors/rootly/rootly.ts

@@ -382,6 +382,16 @@ export const rootlyConnector: ConnectorConfig = {
       placeholder: 'e.g. resolved (default: all)',
       description: 'Only sync incidents with this status (e.g. resolved, mitigated, started).',
     },
+    {
+      id: 'severity',
+      title: 'Filter by Severity',
+      type: 'short-input',
+      required: false,
+      mode: 'advanced',
+      placeholder: 'e.g. SEV0 (default: all)',
+      description:
+        'Only sync incidents with this severity name. Leave blank to sync all severities.',
+    },
     {
       id: 'maxIncidents',
       title: 'Max Incidents',
@@ -400,6 +410,7 @@ export const rootlyConnector: ConnectorConfig = {
   ): Promise<ExternalDocumentList> => {
     const maxIncidents = parseMaxIncidents(sourceConfig)
     const status = typeof sourceConfig.status === 'string' ? sourceConfig.status.trim() : ''
+    const severity = typeof sourceConfig.severity === 'string' ? sourceConfig.severity.trim() : ''
     const pageNumber = cursor ? Number(cursor) : 1
     const startPage = Number.isFinite(pageNumber) && pageNumber > 0 ? pageNumber : 1
 
@@ -408,6 +419,7 @@ export const rootlyConnector: ConnectorConfig = {
     queryParams.set('page[size]', String(PAGE_SIZE))
     queryParams.set('include', INCIDENT_INCLUDE)
     if (status) queryParams.set('filter[status]', status)
+    if (severity) queryParams.set('filter[severity]', severity)
 
     // Incremental sync: Rootly supports filtering by update time and sorting by it,
     // so the engine only re-reads incidents changed since the last successful sync.