fix(slack-search): reuse manifest installation in setup

apps/docs/content/docs/search/slack.mdx

@@ -56,15 +56,15 @@ Open **Settings → Sources → Add source** and select **Slack**. Complete **Se
 
 ### Configure an app in Slack
 
-Select **Install Sim Search** to open setup. In **Create Slack app**, select **Create app** and choose the target workspace. Sim supplies a manifest with the required scopes, redirects, events, and interactivity URL. Keep **Token Rotation** disabled.
+Select **Install Sim Search** to open setup. In **Create Slack app**, select **Create app**, choose the target workspace, and complete Slack's app creation and installation flow. Sim supplies a manifest with the required scopes, redirects, events, and interactivity URL. Keep **Token Rotation** disabled and complete any required Slack administrator approval.
 
 You can also open this wizard from **Settings → Sim Search in Slack → Set up**.
 
 Return to Sim and select **Continue**. In **Slack app credentials**, paste **Client ID**, **Client Secret**, and **Signing Secret** from the new app’s **Basic Information → App Credentials**:
 
 <Image className="mx-auto h-auto w-full max-w-md" src="/static/search/slack-setup.png" alt="Sim Search in Slack setup with placeholders for Client ID, Client Secret, and Signing Secret" width={515} height={375} />
 
-Select **Continue**, then **Install in Slack**. Approve the installation in Slack. Sim saves the bot connection and opens **Settings → Sim Search in Slack**. Complete any required Slack administrator approval before continuing.
+Select **Continue**. In **Connect installed Slack app**, paste the **Bot User OAuth Token** from the app's **OAuth & Permissions** page, then select **Connect app**. If Slack requests updated permissions, approve them there first. Sim validates and saves the existing bot connection without starting another installation.
 
 </Step>
 <Step>

apps/sim/app/api/knowledge/slack/setup/connect/route.ts

@@ -0,0 +1,19 @@
+import { connectCustomSlackSearchContract } from '@/lib/api/contracts/knowledge/slack'
+import {
+  defineInternalJsonRoute,
+  internalOrchestrationErrorPolicy,
+  internalRateLimits,
+  internalSessionAuth,
+} from '@/lib/api/server/routes'
+import { knowledgeOperations } from '@/lib/knowledge/application/operations'
+import { connectCustomSlackSearch } from '@/lib/knowledge/application/slack-search/setup'
+
+export const POST = defineInternalJsonRoute({
+  contract: connectCustomSlackSearchContract,
+  auth: internalSessionAuth,
+  operation: knowledgeOperations.connectCustomSlackInstallation,
+  rateLimit: internalRateLimits.user({ bucketName: 'slack-search-settings' }),
+  errorPolicy: internalOrchestrationErrorPolicy,
+  mapInput: ({ body }) => body,
+  useCase: connectCustomSlackSearch,
+})

apps/sim/app/api/knowledge/slack/setup/route.test.ts

@@ -2,10 +2,14 @@
 import { authMockFns, createMockRequest } from '@sim/testing'
 import { beforeEach, describe, expect, it, vi } from 'vitest'
 
-const mocks = vi.hoisted(() => ({ prepare: vi.fn(), start: vi.fn() }))
+const mocks = vi.hoisted(() => ({ prepare: vi.fn(), start: vi.fn(), connect: vi.fn() }))
 vi.mock('@/lib/knowledge/application/slack-search/setup', async () => {
   const { knowledgeOperations } = await import('@/lib/knowledge/application/operations')
   return {
+    connectCustomSlackSearch: {
+      operation: knowledgeOperations.connectCustomSlackInstallation,
+      execute: mocks.connect,
+    },
     prepareSlackSearchSetup: {
       operation: knowledgeOperations.prepareSlackInstallation,
       execute: mocks.prepare,
@@ -19,9 +23,15 @@ vi.mock('@/lib/knowledge/application/slack-search/setup', async () => {
 
 import { OrchestrationError } from '@/lib/core/orchestration/types'
 import { POST as start } from '@/app/api/knowledge/slack/oauth/route'
+import { POST as connect } from '@/app/api/knowledge/slack/setup/connect/route'
 import { POST as prepare } from '@/app/api/knowledge/slack/setup/route'
 
-const input = { organizationId: 'organization-1', name: 'Sim Search', description: 'Search' }
+const input = {
+  organizationId: 'organization-1',
+  name: 'Sim Search',
+  description: 'Search',
+  botToken: 'xoxb-existing',
+}
 
 beforeEach(() => {
   vi.clearAllMocks()
@@ -34,6 +44,7 @@ beforeEach(() => {
 describe.each([
   ['prepare', prepare, mocks.prepare],
   ['OAuth', start, mocks.start],
+  ['connect installed app', connect, mocks.connect],
 ] as const)('Slack %s route errors', (_name, route, execute) => {
   it('returns application validation errors', async () => {
     execute.mockRejectedValue(
@@ -59,3 +70,23 @@ describe.each([
     expect(execute).not.toHaveBeenCalled()
   })
 })
+
+it('connects an installed app with the current session and returns no install URL', async () => {
+  mocks.connect.mockResolvedValueOnce({ organizationId: input.organizationId })
+  const response = await connect(createMockRequest('POST', input))
+  expect(response.status).toBe(200)
+  expect(await response.json()).toMatchObject({ organizationId: input.organizationId })
+  expect(mocks.connect).toHaveBeenCalledWith(
+    expect.objectContaining({
+      principal: { kind: 'session', userId: 'admin', sessionId: 'session' },
+      input,
+    })
+  )
+  expect(mocks.start).not.toHaveBeenCalled()
+})
+
+it.each(['', '   ', undefined])('requires an existing bot token: %s', async (botToken) => {
+  const response = await connect(createMockRequest('POST', { ...input, botToken }))
+  expect(response.status).toBe(400)
+  expect(mocks.connect).not.toHaveBeenCalled()
+})

apps/sim/app/o/[organizationId]/settings/components/organization-search-slack.test.tsx

@@ -12,6 +12,7 @@ const mocks = vi.hoisted(() => ({
   configure: vi.fn(),
   remove: vi.fn(),
   install: vi.fn(),
+  connect: vi.fn(),
   refetch: vi.fn(),
   copy: vi.fn(),
   removeError: null as Error | null,
@@ -25,6 +26,7 @@ vi.mock('@/app/o/[organizationId]/providers/organization-provider', () => ({
   useOrganizationContext: mocks.context,
 }))
 vi.mock('@/hooks/queries/slack-search', () => ({
+  useConnectCustomSlackSearch: () => ({ mutate: mocks.connect, isPending: false, reset: vi.fn() }),
   useSlackSearchInstallations: mocks.list,
   useSlackSearchManifest: mocks.manifest,
   useConfigureSlackSearch: () => ({ mutate: mocks.configure, isPending: false }),
@@ -395,16 +397,26 @@ describe('Slack Search settings and shared wizard', () => {
       document.querySelectorAll('input[placeholder="Leave blank to keep the saved value"]')
     ).toHaveLength(3)
     await click('Continue')
-    await click('Reconnect in Slack')
-    expect(mocks.install).toHaveBeenCalledWith(
+    expect(button('Connect app')).toBeDisabled()
+    await act(async () => {
+      const input = document.querySelector<HTMLInputElement>('input[placeholder="xoxb-..."]')!
+      Object.getOwnPropertyDescriptor(HTMLInputElement.prototype, 'value')!.set!.call(
+        input,
+        'xoxb-installed'
+      )
+      input.dispatchEvent(new Event('input', { bubbles: true }))
+    })
+    await click('Connect app')
+    expect(mocks.connect).toHaveBeenCalledWith(
       expect.objectContaining({
         installationId: 'installation-1',
         organizationId: 'org-1',
         name: 'Sim Search',
       }),
       expect.any(Object)
     )
-    expect(mocks.install.mock.calls[0][0]).not.toHaveProperty('clientSecret')
+    expect(mocks.connect.mock.calls[0][0]).not.toHaveProperty('clientSecret')
+    expect(mocks.install).not.toHaveBeenCalled()
   })
 
   it('keeps the update action available when clipboard access fails', async () => {

apps/sim/components/integrations/slack-search-setup-wizard.tsx

@@ -16,7 +16,11 @@ import {
   SLACK_SEARCH_DEFAULT_DESCRIPTION,
   SLACK_SEARCH_DEFAULT_NAME,
 } from '@/lib/slack-search/manifest'
-import { useSlackSearchManifest, useStartSlackSearchOAuth } from '@/hooks/queries/slack-search'
+import {
+  useConnectCustomSlackSearch,
+  useSlackSearchManifest,
+  useStartSlackSearchOAuth,
+} from '@/hooks/queries/slack-search'
 
 interface SlackSearchSetupWizardProps {
   organizationId: string
@@ -40,14 +44,16 @@ export function SlackSearchSetupWizard({
   const description = SLACK_SEARCH_DEFAULT_DESCRIPTION
   const prepare = useSlackSearchManifest(organizationId, name)
   const oauth = useStartSlackSearchOAuth()
-  const [step, setStep] = useState<'manifest' | 'credentials' | 'install'>('manifest')
+  const connect = useConnectCustomSlackSearch()
+  const [step, setStep] = useState<'manifest' | 'credentials' | 'token'>('manifest')
   const [clientId, setClientId] = useState('')
   const [clientSecret, setClientSecret] = useState('')
   const [signingSecret, setSigningSecret] = useState('')
+  const [botToken, setBotToken] = useState('')
   const [configurationCopied, setConfigurationCopied] = useState(false)
   const [copyError, setCopyError] = useState<Error | null>(null)
-  const error = prepare.error ?? oauth.error ?? copyError
-  const busy = oauth.isPending
+  const error = prepare.error ?? oauth.error ?? connect.error ?? copyError
+  const busy = oauth.isPending || connect.isPending
   const configuredAppId = appId ?? prepare.data?.existingApp?.appId
 
   async function copyConfiguration() {
@@ -83,20 +89,21 @@ export function SlackSearchSetupWizard({
     if (step === 'manifest') {
       setStep('credentials')
     } else if (step === 'credentials') {
-      setStep('install')
+      setStep('token')
     } else {
-      oauth.mutate(
+      connect.mutate(
         {
           organizationId,
           installationId,
           name,
           description,
+          botToken: botToken.trim(),
           ...(clientId.trim() ? { clientId: clientId.trim() } : {}),
           ...(clientSecret.trim() ? { clientSecret: clientSecret.trim() } : {}),
           ...(signingSecret.trim() ? { signingSecret: signingSecret.trim() } : {}),
         },
         {
-          onSuccess: ({ authorizationUrl }) => window.location.assign(authorizationUrl),
+          onSuccess: onClose,
         }
       )
     }
@@ -196,9 +203,7 @@ export function SlackSearchSetupWizard({
         : 'Create Slack app'
       : step === 'credentials'
         ? 'Slack app credentials'
-        : installationId
-          ? 'Reconnect in Slack'
-          : 'Install in Slack'
+        : 'Connect installed Slack app'
 
   return (
     <ChipModal
@@ -220,7 +225,7 @@ export function SlackSearchSetupWizard({
               ? configurationCopied
                 ? 'Configuration copied. In Slack, replace the JSON under App Manifest and save.'
                 : 'Copy the configuration, then replace the JSON under App Manifest in Slack.'
-              : 'Create the app in Slack, then return here to add its credentials.'}
+              : 'Create and install the app in Slack, then return here to add its credentials.'}
           </p>
         )}
         {step === 'credentials' && (
@@ -268,13 +273,22 @@ export function SlackSearchSetupWizard({
             />
           </>
         )}
-        {step === 'install' && (
-          <p className='px-2 text-[var(--text-secondary)] text-sm'>
-            {installationId
-              ? 'Approve the updated permissions for'
-              : 'Choose your workspace and approve'}{' '}
-            {name} in Slack.
-          </p>
+        {step === 'token' && (
+          <>
+            <p className='px-2 text-[var(--text-secondary)] text-sm'>
+              Copy the Bot User OAuth Token from OAuth &amp; Permissions in your installed Slack
+              app. If Slack requests updated permissions, approve them there first.
+            </p>
+            <ChipModalField
+              type='input'
+              title='Bot User OAuth Token'
+              value={botToken}
+              onChange={setBotToken}
+              inputType='password'
+              placeholder='xoxb-...'
+              required
+            />
+          </>
         )}
         <ChipModalError>{error?.message}</ChipModalError>
       </ChipModalBody>
@@ -319,19 +333,22 @@ export function SlackSearchSetupWizard({
                 disabled: busy,
                 onClick: () => {
                   oauth.reset()
-                  setStep(step === 'install' ? 'credentials' : 'manifest')
+                  connect.reset()
+                  setStep(step === 'token' ? 'credentials' : 'manifest')
                 },
               }
         }
         primaryAction={{
-          label: busy ? 'Connecting…' : step === 'install' ? title : 'Continue',
+          label: busy ? 'Connecting…' : step === 'token' ? 'Connect app' : 'Continue',
           onClick: advance,
           disabled:
             busy ||
             (step === 'manifest'
               ? Boolean(configuredAppId && !configurationCopied)
-              : !installationId &&
-                (!clientId.trim() || !clientSecret.trim() || !signingSecret.trim())),
+              : step === 'token'
+                ? !botToken.trim()
+                : !installationId &&
+                  (!clientId.trim() || !clientSecret.trim() || !signingSecret.trim())),
         }}
       />
     </ChipModal>

apps/sim/ee/credential-groups/components/slack-managed-users-access.test.tsx

@@ -15,6 +15,7 @@ const mocks = vi.hoisted(() => ({
   refetchApps: vi.fn(),
   manifest: vi.fn(),
   install: vi.fn(),
+  connect: vi.fn(),
   accounts: vi.fn(),
   refetchAccounts: vi.fn(),
 }))
@@ -31,6 +32,7 @@ vi.mock('@/hooks/queries/scoped-credentials', () => ({
 }))
 
 vi.mock('@/hooks/queries/slack-search', () => ({
+  useConnectCustomSlackSearch: () => ({ mutate: mocks.connect, isPending: false, reset: vi.fn() }),
   useSlackSearchInstallations: mocks.apps,
   useSlackSearchManifest: mocks.manifest,
   useStartSlackSearchOAuth: () => ({ mutate: mocks.install, isPending: false, reset: vi.fn() }),
@@ -389,6 +391,61 @@ describe('Slack member access selection', () => {
     expect(mocks.onOpenChange).not.toHaveBeenCalled()
   })
 
+  it('finishes manifest setup using the installed bot token without installing the app again', async () => {
+    await render(undefined, [], 'org-1')
+    await clickButton('Install Sim Search')
+    expect(document.querySelector('a')?.href).toBe('https://api.slack.com/apps')
+    await clickButton('Continue')
+    await fill('Paste your Slack app’s client ID', 'fixture-client')
+    await fill('Paste your Slack app’s client secret', 'fixture-secret')
+    await fill('Paste your Slack app’s signing secret', 'fixture-signing')
+    await clickButton('Continue')
+    expect(document.body.textContent).toContain('Connect installed Slack app')
+    expect(document.body.textContent).not.toContain('Install in Slack')
+    await fill('xoxb-...', 'xoxb-already-installed')
+    await clickButton('Connect app')
+    expect(mocks.connect).toHaveBeenCalledExactlyOnceWith(
+      {
+        organizationId: 'org-1',
+        installationId: undefined,
+        name: 'Sim Search',
+        description: expect.any(String),
+        clientId: 'fixture-client',
+        clientSecret: 'fixture-secret',
+        signingSecret: 'fixture-signing',
+        botToken: 'xoxb-already-installed',
+      },
+      expect.any(Object)
+    )
+    /** The mutation refreshes installations before closing the nested wizard. */
+    mocks.apps.mockReturnValue({
+      isSuccess: true,
+      isPending: false,
+      error: null,
+      data: {
+        installations: [
+          {
+            id: 'installed',
+            appId: 'A1',
+            teamId: 'T1',
+            teamName: 'Test workspace',
+            appKind: 'custom',
+            enabled: true,
+            needsValidation: false,
+          },
+        ],
+        bots: [],
+      },
+    })
+    await act(async () => mocks.connect.mock.calls[0][1].onSuccess())
+    expect(document.body.textContent).toContain('Installed in Test workspace')
+    expect(document.body.textContent).not.toContain('Install Sim Search first')
+    expect(document.body.textContent).not.toContain('Connect installed Slack app')
+    expect(mocks.install).not.toHaveBeenCalled()
+    expect(mocks.start).not.toHaveBeenCalled()
+    expect(window.open).not.toHaveBeenCalled()
+  })
+
   it('waits for the installed app lookup instead of offering a duplicate installation', async () => {
     mocks.apps.mockReturnValue({ isPending: true, isSuccess: false, data: undefined, error: null })
     await render(undefined, [], 'org-1')

apps/sim/hooks/queries/organization-accounts.test.tsx

@@ -24,10 +24,10 @@ import {
   useRevokeOrganizationAccountEnrollment,
   useUpdateOrganizationAccounts,
 } from '@/hooks/queries/organization-accounts'
-import { slackSearchKeys } from '@/hooks/queries/slack-search'
 import { knowledgeKeys } from '@/hooks/queries/utils/knowledge-keys'
 import { searchSourceKeys } from '@/hooks/queries/utils/search-source-keys'
 import { selectorKeys, selectorQueryRoots } from '@/hooks/queries/utils/selector-keys'
+import { slackSearchKeys } from '@/hooks/queries/utils/slack-search-keys'
 
 describe('personal account disconnect', () => {
   it.each([true, false])(

apps/sim/hooks/queries/organization-accounts.ts

@@ -39,11 +39,11 @@ import {
   updateOrganizationAccountWorkspaceAccessContract,
 } from '@/lib/api/contracts/organization-accounts'
 import { personalCredentialKeys } from '@/hooks/queries/personal-credentials'
-import { slackSearchKeys } from '@/hooks/queries/slack-search'
 import { mcpKeys } from '@/hooks/queries/utils/mcp-keys'
 import { resetOrganizationSearchAccess } from '@/hooks/queries/utils/reset-organization-search-access'
 import { searchSourceKeys } from '@/hooks/queries/utils/search-source-keys'
 import { invalidateSelectorQueries } from '@/hooks/queries/utils/selector-keys'
+import { slackSearchKeys } from '@/hooks/queries/utils/slack-search-keys'
 
 export const ORGANIZATION_ACCOUNTS_STALE_TIME = 30_000