feat(cbinsights): add CB Insights API v2 integration

apps/docs/components/icons.tsx

@@ -5695,6 +5695,22 @@ export function Neo4jIcon(props: SVGProps<SVGSVGElement>) {
   )
 }
 
+export function CbInsightsIcon(props: SVGProps<SVGSVGElement>) {
+  return (
+    <svg {...props} viewBox='0 0 64 64' fill='none' xmlns='http://www.w3.org/2000/svg'>
+      <path d='M63.858 28.878H44V9.58h11.78A8.24 8.24 0 0 1 64 17.809v11.07z' fill='#006699' />
+      <path
+        d='M55.628 54.28H43.85V33.703h19.867V46.05c.142 4.54-3.548 8.23-8.1 8.23z'
+        fill='#ff6633'
+      />
+      <path
+        d='M20.718 33.703v-4.967h19.44V9.58H8.1c-4.54 0-8.1 3.7-8.1 8.23V46.2a8.24 8.24 0 0 0 8.231 8.231H40.3V33.703z'
+        fill='#003366'
+      />
+    </svg>
+  )
+}
+
 export function CalendlyIcon(props: SVGProps<SVGSVGElement>) {
   return (
     <svg {...props} viewBox='169.28 46.16 502.57 502.57' xmlns='http://www.w3.org/2000/svg'>

apps/docs/components/ui/icon-mapping.ts

@@ -33,6 +33,7 @@ import {
   BufferIcon,
   CalComIcon,
   CalendlyIcon,
+  CbInsightsIcon,
   CirclebackIcon,
   ClaudeIcon,
   ClayIcon,
@@ -295,6 +296,7 @@ export const blockTypeToIconMap: Record<string, IconComponent> = {
   buffer: BufferIcon,
   calcom: CalComIcon,
   calendly: CalendlyIcon,
+  cbinsights: CbInsightsIcon,
   circleback: CirclebackIcon,
   clay: ClayIcon,
   clerk: ClerkIcon,

apps/docs/content/docs/en/integrations/meta.json

@@ -34,6 +34,7 @@
     "calcom",
     "calcom-service-account",
     "calendly",
+    "cbinsights",
     "circleback",
     "clay",
     "clerk",

apps/sim/blocks/blocks/cbinsights.test.ts

@@ -0,0 +1,206 @@
+/**
+ * @vitest-environment node
+ */
+import { describe, expect, it } from 'vitest'
+import { CbInsightsBlock } from '@/blocks/blocks/cbinsights'
+
+/**
+ * Every assertion here runs against `{ ...inputs, ...buildParams(inputs) }`, the
+ * shape the generic tool handler actually forwards. A key the mapper omits is
+ * *not* dropped by that merge — the raw subBlock value survives — so asserting
+ * on the mapper's return alone would prove nothing about what the tool receives.
+ */
+describe('CbInsightsBlock', () => {
+  const buildParams = CbInsightsBlock.tools.config!.params!
+  const selectTool = CbInsightsBlock.tools.config!.tool!
+
+  const resolve = (inputs: Record<string, unknown>) => ({ ...inputs, ...buildParams(inputs) })
+
+  const operationIds =
+    CbInsightsBlock.subBlocks
+      .find((subBlock) => subBlock.id === 'operation')
+      ?.options?.map((option) => (option as { id: string }).id) ?? []
+
+  it('maps every dropdown operation onto a registered tool', () => {
+    expect(operationIds).toHaveLength(25)
+    expect(new Set(operationIds.map((id) => selectTool({ operation: id })))).toEqual(
+      new Set(CbInsightsBlock.tools.access)
+    )
+  })
+
+  it('rejects an operation the dropdown does not offer', () => {
+    expect(() => selectTool({ operation: 'get_org_secrets' })).toThrow(
+      /Invalid CB Insights operation/
+    )
+  })
+
+  it('gives every subblock a unique id', () => {
+    const ids = CbInsightsBlock.subBlocks.map((subBlock) => subBlock.id)
+    expect(ids).toHaveLength(new Set(ids).size)
+  })
+
+  it('never hides a required field behind advanced mode', () => {
+    const advancedRequired = CbInsightsBlock.subBlocks
+      .filter((subBlock) => subBlock.mode === 'advanced' && subBlock.required)
+      .map((subBlock) => subBlock.id)
+
+    expect(advancedRequired).toEqual([])
+  })
+
+  it('always forwards the credentials', () => {
+    const params = resolve({ operation: 'chat', clientId: 'id', clientSecret: 'secret' })
+    expect(params.clientId).toBe('id')
+    expect(params.clientSecret).toBe('secret')
+  })
+
+  /*
+   * The mapper's whole job is dropping keys that belong to another operation.
+   * `shouldSerializeSubBlock` short-circuits on `mode: 'advanced'` before it
+   * evaluates a condition, so a hidden advanced field still reaches `inputs` —
+   * only an explicit `undefined` removes it from what goes out on the wire.
+   */
+  it('drops a previous operation’s leftovers when the operation changes', () => {
+    const params = resolve({
+      operation: 'chat',
+      clientId: 'id',
+      clientSecret: 'secret',
+      message: 'What is growing?',
+      orgId: '129410',
+      orgIds: '1,2,3',
+      keyword: 'fintech',
+      titleIds: '50',
+      startDate: '2025-01-01',
+      endDate: '2025-06-01',
+      limit: '50',
+      nextPageToken: 'stale-token',
+      names: 'CB Insights',
+      sortField: 'mosaicOverall',
+      minCurrentHeadcount: '10',
+    })
+
+    expect(params.message).toBe('What is growing?')
+    expect(params.orgId).toBeUndefined()
+    expect(params.orgIds).toBeUndefined()
+    expect(params.keyword).toBeUndefined()
+    expect(params.titleIds).toBeUndefined()
+    expect(params.startDate).toBeUndefined()
+    expect(params.endDate).toBeUndefined()
+    expect(params.limit).toBeUndefined()
+    expect(params.nextPageToken).toBeUndefined()
+    expect(params.names).toBeUndefined()
+    expect(params.sortField).toBeUndefined()
+    expect(params.minCurrentHeadcount).toBeUndefined()
+  })
+
+  /*
+   * Lookup and firmographics both filter on organization IDs and websites, but
+   * the endpoints take different shapes, so the block gives each its own
+   * subblock and the mapper folds them onto the single tool param.
+   */
+  it('folds the firmographics-only aliases onto the shared tool params', () => {
+    const firmographics = resolve({
+      operation: 'search_firmographics',
+      clientId: 'id',
+      clientSecret: 'secret',
+      orgIdFilter: '129410, 129411',
+      firmographicsUrls: 'cbinsights.com',
+      urls: 'ignored-lookup-value.com',
+      orgIds: 'ignored-list-value',
+    })
+
+    expect(firmographics.orgIds).toBe('129410, 129411')
+    expect(firmographics.urls).toBe('cbinsights.com')
+    expect(firmographics.orgIdFilter).toBeUndefined()
+    expect(firmographics.firmographicsUrls).toBeUndefined()
+
+    const lookup = resolve({
+      operation: 'lookup_organizations',
+      clientId: 'id',
+      clientSecret: 'secret',
+      urls: 'cbinsights.com',
+      orgIdFilter: '129410',
+      firmographicsUrls: 'wrong.com',
+    })
+
+    expect(lookup.urls).toBe('cbinsights.com')
+    expect(lookup.orgIds).toBeUndefined()
+  })
+
+  it('sends the organization ID only to path-scoped operations', () => {
+    const scoped = resolve({
+      operation: 'get_org_outlook',
+      clientId: 'id',
+      clientSecret: 'secret',
+      orgId: '129410',
+      orgIds: '1,2',
+    })
+    expect(scoped.orgId).toBe('129410')
+    expect(scoped.orgIds).toBeUndefined()
+
+    const listed = resolve({
+      operation: 'list_outlook',
+      clientId: 'id',
+      clientSecret: 'secret',
+      orgId: '129410',
+      orgIds: '1,2',
+    })
+    expect(listed.orgId).toBeUndefined()
+    expect(listed.orgIds).toBe('1,2')
+  })
+
+  /*
+   * Mosaic history takes a start date but no end date; the other two history
+   * endpoints take both. Sending endDate to Mosaic history would be an
+   * undocumented field on the wire.
+   */
+  it('sends only the date fields each history endpoint documents', () => {
+    const mosaic = resolve({
+      operation: 'get_mosaic_history',
+      clientId: 'id',
+      clientSecret: 'secret',
+      orgId: '1',
+      startDate: '2025-01-01',
+      endDate: '2025-06-01',
+    })
+    expect(mosaic.startDate).toBe('2025-01-01')
+    expect(mosaic.endDate).toBeUndefined()
+
+    const maturity = resolve({
+      operation: 'get_commercial_maturity_history',
+      clientId: 'id',
+      clientSecret: 'secret',
+      orgId: '1',
+      startDate: '2025-01-01',
+      endDate: '2025-06-01',
+    })
+    expect(maturity.startDate).toBe('2025-01-01')
+    expect(maturity.endDate).toBe('2025-06-01')
+  })
+
+  /*
+   * Business relationships pages with a token but documents no `limit`, so
+   * carrying one over from another operation would put an undocumented field on
+   * the wire.
+   */
+  it('sends limit only to the operations whose endpoint documents it', () => {
+    const relationships = resolve({
+      operation: 'list_business_relationships',
+      clientId: 'id',
+      clientSecret: 'secret',
+      orgIds: '1,2',
+      limit: '50',
+      nextPageToken: 'tok',
+    })
+    expect(relationships.limit).toBeUndefined()
+    expect(relationships.nextPageToken).toBe('tok')
+
+    const fundings = resolve({
+      operation: 'list_fundings',
+      clientId: 'id',
+      clientSecret: 'secret',
+      orgIds: '1,2',
+      limit: '50',
+    })
+    expect(fundings.limit).toBe('50')
+  })
+})