feat(connectors): add scoping filters for Gong (host users), Fathom (meeting type/domain), Granola (folder/created-after)

Author: waleedlatif1

apps/sim/connectors/fathom/fathom.ts

@@ -316,6 +316,30 @@ export const fathomConnector: ConnectorConfig = {
       required: false,
       description: 'Only sync meetings belonging to this team',
     },
+    {
+      id: 'meetingType',
+      title: 'Filter by Meeting Type',
+      type: 'dropdown',
+      mode: 'advanced',
+      required: false,
+      description:
+        'Only sync internal meetings (everyone shares the recorder’s domain) or external meetings (at least one outside attendee). Leave as All to sync both.',
+      options: [
+        { id: 'all', label: 'All meetings' },
+        { id: 'one_or_more_external', label: 'External (customer-facing) only' },
+        { id: 'only_internal', label: 'Internal only' },
+      ],
+    },
+    {
+      id: 'inviteeDomains',
+      title: 'Filter by Attendee Domain',
+      type: 'short-input',
+      mode: 'advanced',
+      placeholder: 'e.g. acme.com',
+      required: false,
+      description:
+        'Only sync meetings that include a calendar invitee from this company email domain (exact match).',
+    },
     {
       id: 'maxMeetings',
       title: 'Max Meetings',
@@ -334,18 +358,26 @@ export const fathomConnector: ConnectorConfig = {
   ): Promise<ExternalDocumentList> => {
     const recordedBy = (sourceConfig.recordedBy as string | undefined)?.trim()
     const teams = (sourceConfig.teams as string | undefined)?.trim()
+    const meetingType = (sourceConfig.meetingType as string | undefined)?.trim()
+    const inviteeDomain = (sourceConfig.inviteeDomains as string | undefined)?.trim()
     const maxMeetings = sourceConfig.maxMeetings ? Number(sourceConfig.maxMeetings) : 0
 
     const url = new URL(`${FATHOM_API_BASE}/meetings`)
     if (recordedBy) url.searchParams.append('recorded_by[]', recordedBy)
     if (teams) url.searchParams.append('teams[]', teams)
+    if (meetingType && meetingType !== 'all') {
+      url.searchParams.append('calendar_invitees_domains_type', meetingType)
+    }
+    if (inviteeDomain) url.searchParams.append('calendar_invitees_domains[]', inviteeDomain)
     if (cursor) url.searchParams.append('cursor', cursor)
     if (lastSyncAt) url.searchParams.append('created_after', lastSyncAt.toISOString())
 
     logger.info('Listing Fathom meetings', {
       hasCursor: Boolean(cursor),
       recordedBy,
       teams,
+      meetingType,
+      inviteeDomain,
       incremental: Boolean(lastSyncAt),
     })
 

apps/sim/connectors/gong/gong.ts

@@ -125,6 +125,24 @@ function buildHeaders(accessToken: string): Record<string, string> {
   }
 }
 
+/**
+ * Parses a comma- or newline-separated list of Gong IDs into a trimmed,
+ * de-duplicated, non-empty array. Returns `undefined` when nothing usable
+ * remains so the caller can omit the filter key entirely.
+ */
+function parseIdList(raw: unknown): string[] | undefined {
+  if (typeof raw !== 'string') return undefined
+  const ids = Array.from(
+    new Set(
+      raw
+        .split(/[\n,]/)
+        .map((value) => value.trim())
+        .filter((value) => value.length > 0)
+    )
+  )
+  return ids.length > 0 ? ids : undefined
+}
+
 /**
  * Metadata-based content hash shared by `listDocuments` stubs and `getDocument`
  * results. Derived purely from call identity and its start time so the value is
@@ -327,6 +345,16 @@ export const gongConnector: ConnectorConfig = {
       required: false,
       placeholder: 'Optional — limit to a single Gong workspace',
     },
+    {
+      id: 'primaryUserIds',
+      title: 'Host User IDs',
+      type: 'short-input',
+      required: false,
+      mode: 'advanced',
+      placeholder: 'Optional — comma-separated Gong user IDs (call hosts)',
+      description:
+        'Only sync calls hosted by these users. Find IDs in Gong under Company Settings → Users, or via the API.',
+    },
   ],
 
   listDocuments: async (
@@ -339,13 +367,15 @@ export const gongConnector: ConnectorConfig = {
     const lookbackDays = computeLookbackDays(sourceConfig, lastSyncAt)
     const maxCalls = sourceConfig.maxCalls ? Number(sourceConfig.maxCalls) : 0
     const workspaceId = (sourceConfig.workspaceId as string | undefined)?.trim()
+    const primaryUserIds = parseIdList(sourceConfig.primaryUserIds)
 
     const now = new Date()
     const fromDateTime = new Date(now.getTime() - lookbackDays * MS_PER_DAY).toISOString()
     const toDateTime = now.toISOString()
 
     const filter: Record<string, unknown> = { fromDateTime, toDateTime }
     if (workspaceId) filter.workspaceId = workspaceId
+    if (primaryUserIds) filter.primaryUserIds = primaryUserIds
 
     logger.info('Listing Gong calls', {
       fromDateTime,

apps/sim/connectors/granola/granola.ts

@@ -11,6 +11,9 @@ const GRANOLA_API_BASE = 'https://public-api.granola.ai/v1'
 /** Granola caps page_size at 30; request the maximum to minimize round trips. */
 const PAGE_SIZE = 30
 
+/** Granola folder identifiers match `fol_` followed by 14 alphanumeric chars. */
+const FOLDER_ID_PATTERN = /^fol_[a-zA-Z0-9]{14}$/
+
 /**
  * A note owner or attendee as returned by the Granola API.
  */
@@ -108,6 +111,33 @@ function parseMaxNotes(sourceConfig: Record<string, unknown>): number {
   return Number.isFinite(num) && num > 0 ? Math.floor(num) : 0
 }
 
+/**
+ * Parses the optional `folderId` scope from source config. Returns a trimmed
+ * folder id only when it matches Granola's `fol_…` identifier shape; otherwise
+ * returns undefined so the request is not scoped to an invalid folder.
+ */
+function parseFolderId(sourceConfig: Record<string, unknown>): string | undefined {
+  const raw = sourceConfig.folderId
+  if (typeof raw !== 'string') return undefined
+  const trimmed = raw.trim()
+  if (!trimmed) return undefined
+  return FOLDER_ID_PATTERN.test(trimmed) ? trimmed : undefined
+}
+
+/**
+ * Parses the optional `createdAfter` date filter from source config. Returns a
+ * normalized ISO 8601 string when the value is a valid date; otherwise returns
+ * undefined so the request is not scoped to an invalid date.
+ */
+function parseCreatedAfter(sourceConfig: Record<string, unknown>): string | undefined {
+  const raw = sourceConfig.createdAfter
+  if (typeof raw !== 'string') return undefined
+  const trimmed = raw.trim()
+  if (!trimmed) return undefined
+  const parsed = new Date(trimmed)
+  return Number.isNaN(parsed.getTime()) ? undefined : parsed.toISOString()
+}
+
 /**
  * Detects whether a string contains HTML markup. Granola returns markdown for
  * `summary_markdown`, but this guard lets us defensively strip tags if the API
@@ -212,6 +242,26 @@ export const granolaConnector: ConnectorConfig = {
       placeholder: 'e.g. 200 (default: unlimited)',
       description: 'Cap the number of notes synced. Leave blank to sync all notes.',
     },
+    {
+      id: 'folderId',
+      title: 'Folder ID',
+      type: 'short-input',
+      required: false,
+      mode: 'advanced',
+      placeholder: 'e.g. fol_4y6LduVdwSKC27',
+      description:
+        'Scope the sync to a single folder and its child folders. Leave blank to sync notes from all folders.',
+    },
+    {
+      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 notes created on or after this date (ISO 8601). Leave blank to sync notes regardless of creation date.',
+    },
   ],
 
   listDocuments: async (
@@ -222,15 +272,21 @@ export const granolaConnector: ConnectorConfig = {
     lastSyncAt?: Date
   ): Promise<ExternalDocumentList> => {
     const maxNotes = parseMaxNotes(sourceConfig)
+    const folderId = parseFolderId(sourceConfig)
+    const createdAfter = parseCreatedAfter(sourceConfig)
 
     const url = new URL(`${GRANOLA_API_BASE}/notes`)
     url.searchParams.set('page_size', String(PAGE_SIZE))
     if (cursor) url.searchParams.set('cursor', cursor)
     if (lastSyncAt) url.searchParams.set('updated_after', lastSyncAt.toISOString())
+    if (folderId) url.searchParams.set('folder_id', folderId)
+    if (createdAfter) url.searchParams.set('created_after', createdAfter)
 
     logger.info('Listing Granola notes', {
       hasCursor: Boolean(cursor),
       incremental: Boolean(lastSyncAt),
+      scopedToFolder: Boolean(folderId),
+      scopedByCreatedAfter: Boolean(createdAfter),
     })
 
     const response = await fetchWithRetry(url.toString(), {
@@ -350,6 +406,32 @@ export const granolaConnector: ConnectorConfig = {
       return { valid: false, error: 'Max notes must be a non-negative number' }
     }
 
+    const folderId = sourceConfig.folderId
+    if (
+      typeof folderId === 'string' &&
+      folderId.trim() &&
+      !FOLDER_ID_PATTERN.test(folderId.trim())
+    ) {
+      return {
+        valid: false,
+        error:
+          'Folder ID must look like fol_ followed by 14 alphanumeric characters (e.g. fol_4y6LduVdwSKC27)',
+      }
+    }
+
+    const createdAfter = sourceConfig.createdAfter
+    if (
+      typeof createdAfter === 'string' &&
+      createdAfter.trim() &&
+      Number.isNaN(new Date(createdAfter.trim()).getTime())
+    ) {
+      return {
+        valid: false,
+        error:
+          'Created After must be a valid date (ISO 8601, e.g. 2025-01-01 or 2025-01-01T00:00:00Z)',
+      }
+    }
+
     try {
       const url = new URL(`${GRANOLA_API_BASE}/notes`)
       url.searchParams.set('page_size', '1')