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Connect sources

Connect your account

Authorize your provider accounts and manage their Search connections

After your admin adds a source in Settings → Sources, connect your own account in Integrations. This applies to admins too. A service source usually still requires your personal connection.

Connect and verify

  1. Join the Sim organization through its invitation or SSO. Use the verified email required by the provider connection.
  2. Open Integrations, select the app, and choose Connect in its header.
  3. Complete authorization in the new tab. If the popup is blocked, allow it and select Connect again.
  4. Return to Search or Search → Assistant and search for content your account can open. Read a result and follow its source link.

Your organization currently supports one connected account per provider. Open the app to see that account's permissions and connection actions.

The connection is usable when authorization completes; no initial indexing run is required. If a provider is missing, ask an admin to add it in Sources. Not configured means its app or deployment setup needs an admin's attention.

You do not choose repositories, channels, labels, or an indexing method during personal authorization. Member mode uses your provider access; service mode further restricts results with the admin's source settings.

Provider exceptions

Source setupPersonal connection
Member accountsConnect your own provider account.
GitHub AppConnect GitHub once per Sim organization. Each selected repository must be readable by you and the installation.
Google service account: Gmail, Calendar, DriveConnect each corresponding Google service. The source verifies your identity and resource access through delegation.
Confluence service accountConnect Confluence. Both your account and the service connection must read the selected content.
CodaConnect personal Coda MCP. Service mode also verifies the parent document with its REST token.
GitLabNo personal connection. Your verified Sim email must match current GitLab identity and permissions, or the admin's CSV mapping and project grant.
Generic Secrets, Member modeOpen Generic Secrets in Integrations and save your own values for organization Home conversations.

Gmail, Calendar, and Drive have separate grants. Connecting one does not authorize the others. Except for GitLab's permission model, a service account restricts resources rather than replacing your personal connection.

Creating Jira sprints requires the Jira sprint permission. If your account was connected before sprint actions were added, reconnect it to grant that permission. Existing Jira operations continue to use their existing permissions.

Tool permissions

Open the app in Integrations and select your account. Tool permissions appear in its details when the app has supported Assistant tools available to you. Hover over or focus the info button beside a tool to read its description. Set a preference for each operation or use the Read-only tools and Write tools group controls:

PreferenceBehavior
AllowRuns without a review prompt, within your account and organization permissions.
AskWaits for you to review the exact proposal.
BlockCannot run through Assistant.

Read-only operations default to Allow; write operations default to Ask. An organization can require review even when you select Allow. A group-level Allow covers the currently listed operation versions; newly added or changed operations still ask.

These preferences belong to your account. They cannot grant access to another person's credentials or bypass an administrator's source restrictions. If a related app uses a restricted Search source, direct operations remain unavailable; Assistant can search and read within the configured scope.

Search sources and apps used for actions share the same Integrations list. An admin makes the app available in organization source settings, then each member connects their own account. Configured apps remain visible when disabled; their connection actions are unavailable, and existing accounts can still be inspected or disconnected.

Reconnect or disconnect

Open the app and select the account, then choose Reconnect in the header when a grant expires, is revoked, or needs more scopes. Reconnect with the same provider account; switching identities on an existing connection is not supported, including after disconnecting. A temporary provider outage does not necessarily require reconnecting.

Choose Disconnect in the same header to stop future use of the grant. This can affect workflows sharing the account. Review the confirmation before removing it. Disconnecting does not remove your Sim membership.

For an account-connection request, sign in as the verified Sim user associated with the requested email, then authorize the provider. The request does not invite you into the organization; membership and Search access are still required.

Find missing results

  • Confirm the connected account can open the original content.
  • Ask an admin to check service-source filters when that mode is selected.
  • Check scope errors, rate limits, and incomplete-coverage status.
  • Try the query in the provider's search; its limitations still apply.

Live Search calls the provider for each request. Waiting for a Sim sync or retrying document indexing will not resolve a live Search failure.

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