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Chat Module

.agents/features/chat.md

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Chat Module

Summary

A platform-level AI chat assistant that lets users interact with an LLM to manage their Activepieces projects through natural language. The chat connects to the platform's configured AI provider, streams responses via a custom WebSocket chunk reducer, and exposes Activepieces resources (flows, tables, connections, runs) as callable tools through the project's MCP server. Conversations are persisted per-user with support for message compaction, file attachments, multi-project context switching, plan approval for multi-step operations, and a tool approval gate for destructive operations.

Key Files

  • packages/server/api/src/app/ee/chat/chat.module.ts — module registration with chatEnabled plan gate
  • packages/server/api/src/app/ee/chat/chat-controller.ts — HTTP endpoints (conversations CRUD, messages, tool approvals)
  • packages/server/api/src/app/ee/chat/chat-service.ts — core business logic (conversation management, message streaming)
  • packages/server/api/src/app/ee/chat/chat-conversation-entity.ts — ChatConversation TypeORM entity
  • packages/server/api/src/app/ee/chat/chat-model-factory.ts — creates AI SDK LanguageModel from provider config (OpenAI, Anthropic, Google, Azure, Bedrock, Cloudflare, Custom)
  • packages/server/api/src/app/ee/chat/chat-compaction.ts — long-conversation context management via summarization
  • packages/server/api/src/app/ee/chat/chat-approval-gate.ts — Redis pub/sub gate for tool execution approval (5-min timeout)
  • packages/server/api/src/app/ee/chat/chat-file-utils.ts — file attachment processing (base64, MIME validation, 10MB limit)
  • packages/server/api/src/app/ee/chat/tools/chat-tools.ts — local LLM tools (title, project selection, action execution, cross-project listing, plan approval)
  • packages/server/api/src/app/ee/chat/tools/chat-display-tools.ts — display tools for interactive UI cards (connection picker, project picker, questions, quick replies)
  • packages/server/api/src/app/ee/chat/tools/chat-tool-categories.ts — consolidated tool classification predicates (mutation, approval-required) as single source of truth
  • packages/server/api/src/app/ee/chat/chat-prepare-step.ts — per-step thinking-budget / tool-filter overrides via AI SDK prepareStep
  • packages/server/api/src/app/ee/chat/mcp/chat-mcp.ts — connects to Activepieces MCP server for project-scoped tools with approval wrapping
  • packages/server/api/src/app/ee/chat/history/chat-history.ts — reconstructs chat history from AI SDK ModelMessage format
  • packages/server/api/src/app/ee/chat/prompt/chat-prompt.ts — builds system prompt from markdown templates in src/assets/prompts/
  • packages/server/api/src/app/ee/chat/chat-sync-job.ts — fire-and-forget telemetry sync to console.activepieces.com (cloud-only); also exposes chatAnalyticsBulkSync for admin bulk sync; falls back to reconstructing messages from raw ModelMessage[] when uiMessages is null
  • packages/shared/src/lib/ee/chat/index.ts — shared Zod schemas, types (ChatConversation, request DTOs, ChatHistoryMessage), and typed tool outputs (ChatToolOutputs)
  • packages/web/src/app/routes/chat-with-ai/index.tsx — main chat page component
  • packages/web/src/app/routes/chat-with-ai/ai-chat-box.tsx — chat interface with provider check, message streaming, Zustand store provider
  • packages/web/src/app/routes/chat-with-ai/conversation-list.tsx — conversation history sidebar
  • packages/web/src/app/routes/chat-with-ai/components/ — sub-components (input, assistant message, user message, thinking details panel, plan progress card, approval forms, connection picker)
  • packages/web/src/features/chat/lib/chat-api.ts — API client for /v1/chat/* endpoints
  • packages/web/src/features/chat/lib/chat-store.ts — Zustand store for interaction state (approvals, plan progress, display cards, thinking panel)
  • packages/web/src/features/chat/lib/chat-store-context.tsx — React context provider and useChatStoreContext selector hook
  • packages/web/src/features/chat/lib/use-chat.ts — useAgentChat() hook managing message state (persisted, optimistic, streaming) and polling fallback
  • packages/web/src/features/chat/lib/chunk-reducer.ts — pure streaming state machine that accumulates UIMessageChunk events into a ChatUIMessage
  • packages/web/src/features/chat/lib/use-streaming-reducer.ts — WebSocket-driven streaming lifecycle hook; buffers chunks and throttles React re-renders
  • packages/web/src/features/chat/lib/chat-types.ts — frontend type definitions, tool output parsing, display/hidden tool name sets, CreditsWarning type
  • packages/web/src/features/chat/lib/use-credits-state.ts — useCreditsState() hook computing credits warning/exhaustion state from platform usage and AI provider config
  • packages/web/src/app/routes/chat-with-ai/components/credits-banner.tsx — amber/red banner shown when AI credits reach warning threshold (>=70%) or are exhausted
  • packages/web/src/features/chat/lib/use-voice-input.ts — useVoiceInput() hook for speech-to-text via the Web Speech API (SpeechRecognition)
  • packages/web/src/features/chat/lib/use-tts.ts — useTts() hook for text-to-speech via the SpeechSynthesis API
  • packages/web/src/features/chat/components/voice-waveform.tsx — animated waveform bars shown on the stop-recording button

Edition Availability

  • Community (CE): not available (module not registered)
  • Enterprise (EE): available when platform.plan.chatEnabled is true
  • Cloud: available when platform.plan.chatEnabled is true

Domain Terms

  • ChatConversation — a persisted conversation between a user and the AI assistant, scoped to a platform and user; optionally scoped to a project for tool access
  • Message compaction — when a conversation exceeds a token threshold, older messages are summarized by the LLM and replaced with a summary to keep context within the model's window
  • Tool approval gate — a Redis pub/sub mechanism that pauses destructive tool executions (delete, test, publish) until the user explicitly approves or denies in the UI; times out after 5 minutes
  • Plan approval — a multi-step approval mechanism where the agent presents a plan via ap_request_plan_approval, the user approves or rejects, and approved plans execute with progress tracking
  • Local tools — chat-specific tools not part of MCP: ap_set_session_title, ap_select_project, ap_run_one_time_action, ap_list_across_projects, ap_request_plan_approval
  • Display tools — tools that render interactive UI cards: ap_show_connection_required, ap_show_connection_picker, ap_show_project_picker, ap_show_questions, ap_show_quick_replies
  • MCP tools — project-scoped tools loaded from the Activepieces MCP server when a project is selected; destructive ones are wrapped with the approval gate
  • AI provider — a platform-configured LLM provider with an enabledForChat flag; the chat resolves the first enabled provider and its default model
  • Project context — the currently selected project for a conversation; determines which MCP tools are available and scopes resource access
  • Chat tiers — model configurations (fast/smart/premium) with different thinking budgets; displayed as Fast/Expert/Heavy in the UI with per-tier descriptions
  • Credits warning banner — a dismissible amber banner shown when Activepieces AI credits usage reaches 70%; a non-dismissible red banner is shown when credits are fully exhausted

Data Model

ChatConversation: id, platformId, userId, projectId (nullable), title (nullable), modelName (nullable), messages (JSONB array of ModelMessage), summary (text, nullable — compaction summary), summarizedUpToIndex (int, nullable — index up to which messages are summarized).

  • Relations: platform (many-to-one), project (many-to-one, SET NULL on delete), user (many-to-one, CASCADE on delete)
  • Index: idx_chat_conversation_platform_user_created_id on (platformId, userId, created, id)

Key Service Methods

  • createConversation() — creates a new conversation for a user on a platform
  • listConversations() — cursor-paginated list of user's conversations, ordered by creation date descending
  • getConversationOrThrow() — fetches a conversation, enforcing ownership (platformId + userId)
  • updateConversation() — updates title and/or modelName
  • deleteConversation() — deletes a conversation after ownership check
  • getMessages() — reconstructs ChatHistoryMessage[] from stored ModelMessage[]
  • sendMessage() — the main streaming flow: resolves provider, connects MCP, builds prompt, runs streamText() with prepareStep; persists assistant response on completion

Local Tools

  • ap_set_session_title — auto-names the conversation after the first exchange
  • ap_select_project — switches project context (scopes MCP tools to that project)
  • ap_run_one_time_action — executes a single piece action ad-hoc (e.g. "check my inbox"); auto-discovers connections across projects
  • ap_list_across_projects — lists flows, tables, runs, or connections across all user-accessible projects
  • ap_request_plan_approval — presents a multi-step plan to the user for approval before executing destructive or write operations

Display Tools

  • ap_show_connection_required — prompts the user to connect a service
  • ap_show_connection_picker — lets the user choose between multiple connections
  • ap_show_project_picker — lets the user select a project
  • ap_show_questions — renders an interactive multi-question form
  • ap_show_quick_replies — shows suggested response buttons

Endpoints

  • POST /v1/chat/conversations — create conversation

  • GET /v1/chat/conversations — list conversations (cursor, limit)

  • GET /v1/chat/conversations/:id — get conversation

  • POST /v1/chat/conversations/:id — update conversation (title, modelName)

  • DELETE /v1/chat/conversations/:id — delete conversation

  • GET /v1/chat/conversations/:id/messages — get conversation messages

  • POST /v1/chat/conversations/:id/messages — send message (streaming response)

  • POST /v1/chat/tool-approvals/:gateId — approve or deny a tool execution

  • POST /v1/admin/chat/sync-all — bulk historical sync of all conversations to console analytics (admin API key required)

All chat endpoints require PrincipalType.USER authentication at the platform level. The admin sync endpoint uses api-key header auth.

Message Flow

  1. User sends message via POST /conversations/:id/messages 1a. If the platform's chat provider is ACTIVEPIECES and usageRemaining <= 0, the endpoint returns a 402 AI_CREDIT_LIMIT_EXCEEDED error before queuing the job; the frontend surfaces a non-dismissible error banner
  2. Service resolves AI provider, connects MCP client, builds system prompt with project list
  3. If conversation is long, compaction summarizes older messages
  4. streamText() streams the LLM response with local tools + display tools + MCP tools available
  5. Destructive MCP tool calls pause and emit an approval request to the UI via the stream
  6. User approves/denies via POST /tool-approvals/:gateId, unblocking the gate via Redis pub/sub
  7. On stream completion, assistant messages are appended to the stored conversation
  8. On cloud, chatAnalyticsTelemetry pushes the updated conversation to console.activepieces.com for monitoring (fire-and-forget, skipped when CONSOLE_API_SECRET_KEY is unset); messages are sourced from uiMessages when available, falling back to reconstruction from raw ModelMessage[] for older conversations