feat(knowledge): add Live sync option to KB connector modal for Max/Enterprise users

Adds a "Live" (every 5 min) sync frequency option gated to Max and Enterprise plan users.
Includes client-side badge + disabled state, shared sync intervals constant, and server-side
plan validation on both POST and PATCH connector routes.

Author: waleedlatif1

apps/sim/app/api/knowledge/[id]/connectors/[connectorId]/route.ts

@@ -13,6 +13,7 @@ import { z } from 'zod'
 import { decryptApiKey } from '@/lib/api-key/crypto'
 import { AuditAction, AuditResourceType, recordAudit } from '@/lib/audit/log'
 import { checkSessionOrInternalAuth } from '@/lib/auth/hybrid'
+import { hasLiveSyncAccess } from '@/lib/billing/core/subscription'
 import { generateRequestId } from '@/lib/core/utils/request'
 import { deleteDocumentStorageFiles } from '@/lib/knowledge/documents/service'
 import { cleanupUnusedTagDefinitions } from '@/lib/knowledge/tags/service'
@@ -116,6 +117,20 @@ export async function PATCH(request: NextRequest, { params }: RouteParams) {
       )
     }
 
+    if (
+      parsed.data.syncIntervalMinutes !== undefined &&
+      parsed.data.syncIntervalMinutes > 0 &&
+      parsed.data.syncIntervalMinutes < 60
+    ) {
+      const canUseLiveSync = await hasLiveSyncAccess(auth.userId)
+      if (!canUseLiveSync) {
+        return NextResponse.json(
+          { error: 'Live sync requires a Max or Enterprise plan' },
+          { status: 403 }
+        )
+      }
+    }
+
     if (parsed.data.sourceConfig !== undefined) {
       const existingRows = await db
         .select()

apps/sim/app/api/knowledge/[id]/connectors/route.ts

@@ -7,6 +7,7 @@ import { z } from 'zod'
 import { encryptApiKey } from '@/lib/api-key/crypto'
 import { AuditAction, AuditResourceType, recordAudit } from '@/lib/audit/log'
 import { checkSessionOrInternalAuth } from '@/lib/auth/hybrid'
+import { hasLiveSyncAccess } from '@/lib/billing/core/subscription'
 import { generateRequestId } from '@/lib/core/utils/request'
 import { dispatchSync } from '@/lib/knowledge/connectors/sync-engine'
 import { allocateTagSlots } from '@/lib/knowledge/constants'
@@ -97,6 +98,16 @@ export async function POST(request: NextRequest, { params }: { params: Promise<{
 
     const { connectorType, credentialId, apiKey, sourceConfig, syncIntervalMinutes } = parsed.data
 
+    if (syncIntervalMinutes > 0 && syncIntervalMinutes < 60) {
+      const canUseLiveSync = await hasLiveSyncAccess(auth.userId)
+      if (!canUseLiveSync) {
+        return NextResponse.json(
+          { error: 'Live sync requires a Max or Enterprise plan' },
+          { status: 403 }
+        )
+      }
+    }
+
     const connectorConfig = CONNECTOR_REGISTRY[connectorType]
     if (!connectorConfig) {
       return NextResponse.json(

apps/sim/app/workspace/[workspaceId]/knowledge/[id]/components/add-connector-modal/add-connector-modal.tsx

@@ -19,26 +19,22 @@ import {
   ModalHeader,
   Tooltip,
 } from '@/components/emcn'
+import { getSubscriptionAccessState } from '@/lib/billing/client'
 import { consumeOAuthReturnContext } from '@/lib/credentials/client-state'
 import { getProviderIdFromServiceId, type OAuthProvider } from '@/lib/oauth'
 import { OAuthModal } from '@/app/workspace/[workspaceId]/components/oauth-modal'
 import { ConnectorSelectorField } from '@/app/workspace/[workspaceId]/knowledge/[id]/components/add-connector-modal/components/connector-selector-field'
+import { SYNC_INTERVALS } from '@/app/workspace/[workspaceId]/knowledge/[id]/components/sync-intervals'
+import { isBillingEnabled } from '@/app/workspace/[workspaceId]/settings/navigation'
 import { getDependsOnFields } from '@/blocks/utils'
 import { CONNECTOR_REGISTRY } from '@/connectors/registry'
 import type { ConnectorConfig, ConnectorConfigField } from '@/connectors/types'
 import { useCreateConnector } from '@/hooks/queries/kb/connectors'
 import { useOAuthCredentials } from '@/hooks/queries/oauth/oauth-credentials'
+import { useSubscriptionData } from '@/hooks/queries/subscription'
 import type { SelectorKey } from '@/hooks/selectors/types'
 import { useCredentialRefreshTriggers } from '@/hooks/use-credential-refresh-triggers'
 
-const SYNC_INTERVALS = [
-  { label: 'Every hour', value: 60 },
-  { label: 'Every 6 hours', value: 360 },
-  { label: 'Daily', value: 1440 },
-  { label: 'Weekly', value: 10080 },
-  { label: 'Manual only', value: 0 },
-] as const
-
 const CONNECTOR_ENTRIES = Object.entries(CONNECTOR_REGISTRY)
 
 interface AddConnectorModalProps {
@@ -67,6 +63,10 @@ export function AddConnectorModal({ open, onOpenChange, knowledgeBaseId }: AddCo
   const { workspaceId } = useParams<{ workspaceId: string }>()
   const { mutate: createConnector, isPending: isCreating } = useCreateConnector()
 
+  const { data: subscriptionResponse } = useSubscriptionData({ enabled: isBillingEnabled })
+  const subscriptionAccess = getSubscriptionAccessState(subscriptionResponse?.data)
+  const hasMaxAccess = !isBillingEnabled || subscriptionAccess.hasUsableMaxAccess
+
   const connectorConfig = selectedType ? CONNECTOR_REGISTRY[selectedType] : null
   const isApiKeyMode = connectorConfig?.auth.mode === 'apiKey'
   const connectorProviderId = useMemo(
@@ -516,8 +516,17 @@ export function AddConnectorModal({ open, onOpenChange, knowledgeBaseId }: AddCo
                     onValueChange={(val) => setSyncInterval(Number(val))}
                   >
                     {SYNC_INTERVALS.map((interval) => (
-                      <ButtonGroupItem key={interval.value} value={String(interval.value)}>
+                      <ButtonGroupItem
+                        key={interval.value}
+                        value={String(interval.value)}
+                        disabled={interval.requiresMax && !hasMaxAccess}
+                      >
                         {interval.label}
+                        {interval.requiresMax && !hasMaxAccess && (
+                          <span className='ml-1 shrink-0 rounded-[3px] bg-[var(--surface-5)] px-1 py-[1px] font-medium text-[9px] text-[var(--text-icon)] uppercase tracking-wide'>
+                            Max
+                          </span>
+                        )}
                       </ButtonGroupItem>
                     ))}
                   </ButtonGroup>

apps/sim/app/workspace/[workspaceId]/knowledge/[id]/components/edit-connector-modal/edit-connector-modal.tsx

@@ -21,6 +21,9 @@ import {
   ModalTabsTrigger,
   Skeleton,
 } from '@/components/emcn'
+import { getSubscriptionAccessState } from '@/lib/billing/client'
+import { SYNC_INTERVALS } from '@/app/workspace/[workspaceId]/knowledge/[id]/components/sync-intervals'
+import { isBillingEnabled } from '@/app/workspace/[workspaceId]/settings/navigation'
 import { CONNECTOR_REGISTRY } from '@/connectors/registry'
 import type { ConnectorConfig } from '@/connectors/types'
 import type { ConnectorData } from '@/hooks/queries/kb/connectors'
@@ -30,17 +33,10 @@ import {
   useRestoreConnectorDocument,
   useUpdateConnector,
 } from '@/hooks/queries/kb/connectors'
+import { useSubscriptionData } from '@/hooks/queries/subscription'
 
 const logger = createLogger('EditConnectorModal')
 
-const SYNC_INTERVALS = [
-  { label: 'Every hour', value: 60 },
-  { label: 'Every 6 hours', value: 360 },
-  { label: 'Daily', value: 1440 },
-  { label: 'Weekly', value: 10080 },
-  { label: 'Manual only', value: 0 },
-] as const
-
 /** Keys injected by the sync engine — not user-editable */
 const INTERNAL_CONFIG_KEYS = new Set(['tagSlotMapping', 'disabledTagIds'])
 
@@ -76,6 +72,10 @@ export function EditConnectorModal({
 
   const { mutate: updateConnector, isPending: isSaving } = useUpdateConnector()
 
+  const { data: subscriptionResponse } = useSubscriptionData({ enabled: isBillingEnabled })
+  const subscriptionAccess = getSubscriptionAccessState(subscriptionResponse?.data)
+  const hasMaxAccess = !isBillingEnabled || subscriptionAccess.hasUsableMaxAccess
+
   const hasChanges = useMemo(() => {
     if (syncInterval !== connector.syncIntervalMinutes) return true
     for (const [key, value] of Object.entries(sourceConfig)) {
@@ -146,6 +146,7 @@ export function EditConnectorModal({
                 setSourceConfig={setSourceConfig}
                 syncInterval={syncInterval}
                 setSyncInterval={setSyncInterval}
+                hasMaxAccess={hasMaxAccess}
                 error={error}
               />
             </ModalTabsContent>
@@ -184,6 +185,7 @@ interface SettingsTabProps {
   setSourceConfig: React.Dispatch<React.SetStateAction<Record<string, string>>>
   syncInterval: number
   setSyncInterval: (v: number) => void
+  hasMaxAccess: boolean
   error: string | null
 }
 
@@ -193,6 +195,7 @@ function SettingsTab({
   setSourceConfig,
   syncInterval,
   setSyncInterval,
+  hasMaxAccess,
   error,
 }: SettingsTabProps) {
   return (
@@ -234,8 +237,17 @@ function SettingsTab({
           onValueChange={(val) => setSyncInterval(Number(val))}
         >
           {SYNC_INTERVALS.map((interval) => (
-            <ButtonGroupItem key={interval.value} value={String(interval.value)}>
+            <ButtonGroupItem
+              key={interval.value}
+              value={String(interval.value)}
+              disabled={interval.requiresMax && !hasMaxAccess}
+            >
               {interval.label}
+              {interval.requiresMax && !hasMaxAccess && (
+                <span className='ml-1 shrink-0 rounded-[3px] bg-[var(--surface-5)] px-1 py-[1px] font-medium text-[9px] text-[var(--text-icon)] uppercase tracking-wide'>
+                  Max
+                </span>
+              )}
             </ButtonGroupItem>
           ))}
         </ButtonGroup>

apps/sim/app/workspace/[workspaceId]/knowledge/[id]/components/sync-intervals.ts

@@ -0,0 +1,8 @@
+export const SYNC_INTERVALS = [
+  { label: 'Live', value: 5, requiresMax: true },
+  { label: 'Every hour', value: 60, requiresMax: false },
+  { label: 'Every 6 hours', value: 360, requiresMax: false },
+  { label: 'Daily', value: 1440, requiresMax: false },
+  { label: 'Weekly', value: 10080, requiresMax: false },
+  { label: 'Manual only', value: 0, requiresMax: false },
+] as const

apps/sim/lib/billing/core/subscription.ts

@@ -459,6 +459,32 @@ export async function hasInboxAccess(userId: string): Promise<boolean> {
   }
 }
 
+/**
+ * Check if user has access to live sync (every 5 minutes) for KB connectors
+ * Returns true if:
+ * - Self-hosted deployment, OR
+ * - Non-production environment, OR
+ * - User has a Max plan (credits >= 25000) or enterprise plan
+ */
+export async function hasLiveSyncAccess(userId: string): Promise<boolean> {
+  try {
+    if (!isHosted) {
+      return true
+    }
+    if (!isProd) {
+      return true
+    }
+    const sub = await getHighestPrioritySubscription(userId)
+    if (!sub) return false
+    const billingStatus = await getEffectiveBillingStatus(userId)
+    if (!hasUsableSubscriptionAccess(sub.status, billingStatus.billingBlocked)) return false
+    return getPlanTierCredits(sub.plan) >= 25000 || checkEnterprisePlan(sub)
+  } catch (error) {
+    logger.error('Error checking live sync access', { error, userId })
+    return false
+  }
+}
+
 /**
  * Check if user has exceeded their cost limit based on current period usage
  */