feat(pitchbook): add PitchBook integration

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Summary

• Add the PitchBook Public API v2 integration: 91 tools, block, icon, and generated docs
• Covers companies, deals, investors, people, funds, limited partners, service providers, patents, credit analysis news, and account credit usage
• Every tool's outputs are derived from the recorded responses in PitchBook's published Postman collection — no guessed response shapes

Notes

• Auth is Authorization: PB-Token {key}, not a bearer token. A 401 from PitchBook echoes the submitted key back in its message, so the error extractor replaces that one case with a fixed string rather than surfacing it into logs and block output.
• PitchBook range filters carry their operator inside the value (>2023-01-01, 1^500), so filter values pass through untouched. Any documented filter without a dedicated field goes through Additional Filters as JSON.
• activeContract on Contracts History is tri-state (active only / past only / omitted returns all), so it is a dropdown rather than a switch — a switch cannot express the omitted case.
• 4 endpoints are intentionally not implemented because the published docs carry no response body for them: Patent File Download, People Profile Updates, Credit News Attachment, and GET /limits. 15 arrays keep an untyped item shape for the same reason — the recorded sample was empty.

Type of Change

• New feature (non-breaking change which adds functionality)

Testing

Tested manually. 16 wiring tests cover tool/registry/block alignment, URL and query construction, param remapping, tri-state contract filtering, identifier trimming, API-key scrubbing on 401, and response normalization. bun run lint, bun run check:audits (29/29), canvas sentences (91/91 operations), and type-check all pass.

Checklist

• Code follows project style guidelines
• Self-reviewed my changes
• Tests added/updated and passing
• No new warnings introduced
• I confirm that I have read and agree to the terms outlined in the Contributor License Agreement (CLA)

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Project	Deployment	Actions	Updated (UTC)
docs	Ready	Preview	Aug 20, 2026 1:01am

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PR Summary

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[waleedlatif1]

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Greptile Summary

The PR adds a complete PitchBook integration spanning its workflow block, 91 API tools, generated metadata and output schemas, registry wiring, icons, fixtures, tests, deployment configuration, and user documentation.

• Adds PitchBook search, profile, transaction, investor, fund, limited-partner, patent, credit-news, and usage operations.
• Registers the integration across the Sim application, documentation site, and deployment configuration.
• Adds recorded-response fixtures and wiring tests for request construction, parameter mapping, normalization, and credential scrubbing.

Confidence Score: 5/5

The PR appears safe to merge because no blocking failure remains.

No blocking failure remains.

Important Files Changed

Filename	Overview
apps/sim/blocks/blocks/pitchbook.ts	Defines the PitchBook workflow block, operation selection, inputs, parameter mapping, and output exposure.
apps/sim/tools/pitchbook/utils.ts	Centralizes PitchBook authentication headers, query construction, and sanitized API error handling.
apps/sim/tools/pitchbook/pitchbook.test.ts	Adds integration wiring coverage for registry alignment, URL and parameter construction, response normalization, and 401 credential scrubbing.
apps/sim/tools/registry.ts	Registers the new PitchBook tools for generic workflow execution.
apps/docs/content/docs/en/integrations/pitchbook.mdx	Documents authentication, filtering conventions, inputs, and outputs for the PitchBook operations.

Flowchart

%%{init: {'theme': 'neutral'}}%%
flowchart LR
  User[Workflow user or agent] --> Block[PitchBook block]
  Block --> Registry[Tool registry]
  Registry --> Tool[Selected PitchBook tool]
  Tool --> API[PitchBook Public API v2]
  API --> Normalize[Response normalization]
  Normalize --> Output[Workflow outputs]

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