Add Unstructured Transform MCP starter template

apps/docs/content/docs/en/agents/mcp.mdx

@@ -72,6 +72,19 @@ Authorization: Bearer {{MCP_API_TOKEN}}
 
 When you type `{{` in the URL or header fields, a dropdown appears showing available workspace environment variables.
 
+### Starter Configurations
+
+The add modal includes starter templates for common MCP servers.
+
+For [Unstructured Transform](https://docs.unstructured.io/transform/quickstart), first add a workspace environment variable named `UNSTRUCTURED_API_KEY`, then choose the Unstructured Transform template. Unstructured Transform converts documents (PDF, DOCX, PPTX, HTML, and images, including scanned or image-only pages via OCR) into clean markdown, JSON, HTML, or text. It also supports RAG preprocessing with chunking, enrichment, and embedding. The template pre-fills:
+
+```
+URL: https://mcp.transform.unstructured.io
+Authorization: Bearer {{UNSTRUCTURED_API_KEY}}
+```
+
+If your self-hosted deployment sets `ALLOWED_MCP_DOMAINS`, include `mcp.transform.unstructured.io` before saving the server.
+
 ### Testing and Validation
 
 Click **Test Connection** before saving to verify the server is reachable and discover available tools. The test response shows the number of tools found and the protocol version.
@@ -169,4 +182,4 @@ import { FAQ } from '@/components/ui/faq'
   { question: "How do I update MCP tool schemas after a server changes its available tools?", answer: "Click the Refresh button on the MCP server in your workspace settings. This fetches the latest tool schemas from the server and automatically updates any agent blocks that use those tools with the new parameter definitions." },
   { question: "Can permission groups restrict access to MCP tools?", answer: "Yes. On Enterprise-entitled workspaces, any workspace admin can create a permission group that disables MCP tools for its members using the disableMcpTools option. When this is enabled, affected users will not be able to add or use MCP tools in workflows that belong to that workspace." },
   { question: "What happens if an MCP server goes offline during workflow execution?", answer: "If the MCP server is unreachable during execution, the tool call will fail and return an error. In an Agent block, the AI may attempt to handle the failure gracefully. In a standalone MCP Tool block, the workflow step will fail. Check MCP server logs and verify the server is running and accessible to troubleshoot connectivity issues." },
-]} />
+]} />

apps/sim/app/workspace/[workspaceId]/settings/components/mcp/components/mcp-server-form-modal/mcp-server-form-modal.tsx

@@ -16,14 +16,19 @@ import {
 } from '@sim/emcn'
 import { createLogger } from '@sim/logger'
 import { getErrorMessage } from '@sim/utils/errors'
-import { ChevronDown, ChevronRight } from 'lucide-react'
+import { ChevronDown, ChevronRight, Plus } from 'lucide-react'
 import type { McpAuthType, McpTransport } from '@/lib/mcp/types'
 import {
   checkEnvVarTrigger,
   EnvVarDropdown,
 } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/env-var-dropdown'
 import { formatDisplayText } from '@/app/workspace/[workspaceId]/w/[workflowId]/components/panel/components/editor/components/sub-block/components/formatted-text'
 import { useMcpServerTest } from '@/hooks/queries/mcp'
+import {
+  buildHeadersFromTemplate,
+  MCP_SERVER_TEMPLATES,
+  type McpServerTemplate,
+} from './mcp-server-templates'
 
 const logger = createLogger('McpServerFormModal')
 
@@ -300,6 +305,41 @@ function updateHeadersArray(
   return updated.filter((h, i) => i === lastIndex || h.key !== '' || h.value !== '')
 }
 
+interface TemplatePickerProps {
+  onSelect: (template: McpServerTemplate) => void
+}
+
+function TemplatePicker({ onSelect }: TemplatePickerProps) {
+  if (MCP_SERVER_TEMPLATES.length === 0) return null
+
+  return (
+    <ChipModalField type='custom' title='Starter templates'>
+      <div className='flex flex-col gap-2'>
+        {MCP_SERVER_TEMPLATES.map((template) => (
+          <button
+            key={template.id}
+            type='button'
+            onClick={() => onSelect(template)}
+            className='group flex w-full items-center justify-between gap-3 rounded-md border border-[var(--border-1)] bg-[var(--surface-3)] px-2.5 py-2 text-left transition-colors hover-hover:bg-[var(--surface-4)]'
+          >
+            <span className='flex min-w-0 flex-col gap-0.5'>
+              <span className='truncate font-medium text-[var(--text-primary)] text-sm'>
+                {template.name}
+              </span>
+              <span className='line-clamp-2 text-[var(--text-muted)] text-xs leading-relaxed'>
+                {template.description}
+              </span>
+            </span>
+            <span className='flex size-6 flex-shrink-0 items-center justify-center rounded-md border border-[var(--border-1)] text-[var(--text-muted)] transition-colors group-hover:text-[var(--text-primary)]'>
+              <Plus className='size-[14px]' />
+            </span>
+          </button>
+        ))}
+      </div>
+    </ChipModalField>
+  )
+}
+
 export function McpServerFormModal({
   open,
   onOpenChange,
@@ -415,6 +455,23 @@ export function McpServerFormModal({
     resetEnvVarState()
   }
 
+  const handleTemplateSelect = (template: McpServerTemplate) => {
+    if (testResult) clearTestResult()
+    if (submitError) setSubmitError(null)
+    resetEnvVarState()
+    setFormMode('form')
+    setFormData((prev) => ({
+      ...prev,
+      name: template.name,
+      transport: template.transport,
+      url: template.url,
+      timeout: template.timeout,
+      headers: buildHeadersFromTemplate(template),
+    }))
+    setUrlScrollLeft(0)
+    setHeaderScrollLeft({})
+  }
+
   const handleHeaderScroll = (key: string, sl: number) => {
     setHeaderScrollLeft((prev) => ({ ...prev, [key]: sl }))
   }
@@ -668,6 +725,7 @@ export function McpServerFormModal({
           />
         ) : (
           <>
+            {mode === 'add' && <TemplatePicker onSelect={handleTemplateSelect} />}
             <input
               type='text'
               name='fakeusernameremembered'

apps/sim/app/workspace/[workspaceId]/settings/components/mcp/components/mcp-server-form-modal/mcp-server-templates.ts

@@ -0,0 +1,31 @@
+import type { McpTransport } from '@/lib/mcp/types'
+
+export interface McpServerTemplate {
+  id: string
+  name: string
+  description: string
+  transport: McpTransport
+  url: string
+  headers: readonly {
+    key: string
+    value: string
+  }[]
+  timeout: number
+}
+
+export const MCP_SERVER_TEMPLATES = [
+  {
+    id: 'unstructured-transform',
+    name: 'Unstructured Transform',
+    description:
+      'Convert PDFs, DOCX, PPTX, HTML, and images into clean markdown, JSON, HTML, or text with OCR and RAG preprocessing.',
+    transport: 'streamable-http',
+    url: 'https://mcp.transform.unstructured.io',
+    headers: [{ key: 'Authorization', value: 'Bearer {{UNSTRUCTURED_API_KEY}}' }],
+    timeout: 30000,
+  },
+] as const satisfies readonly McpServerTemplate[]
+
+export function buildHeadersFromTemplate(template: McpServerTemplate) {
+  return [...template.headers.map((header) => ({ ...header })), { key: '', value: '' }]
+}