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airbyte/docs/ai-agents/embedded/api/source-templates.md
Teal Larson b50994c6f3 docs: Add comprehensive Sonar Embedded API documentation (#67580)
## Overview

This PR addresses critical documentation drift between the Sonar
implementation and the Airbyte documentation repository. Based on a
comprehensive drift analysis performed on 2025-10-08, this update adds
missing API documentation for HIGH PRIORITY features that are fully
implemented in Sonar but completely undocumented.

Reference: docs-drift-analysis-2025-10-08.md (in sonar repo)

## Changes Summary

### New Documentation Files (3)

1. **workspaces.md** - Workspace Management API
   - List workspaces with cursor-based pagination
   - Get, update, and delete workspaces
   - Workspace statistics and sync operations
   - Complete pagination guide and filtering examples

2. **authentication.md** - Complete Authentication Guide
   - All three token types (Operator Bearer, Scoped, Widget)
   - Region selection (US/EU)
   - Template filtering via tags during token generation
   - Token lifecycle management and security best practices
   - 20+ code examples

3. **tags.md** - Template Tag Management
   - Tag CRUD operations
   - Tag selection modes (ANY vs ALL)
   - Tagging source and connection templates
   - Tier-based access control examples

### Updated Documentation Files (3)

4. **source-templates.md** - Enhanced with stream management, PATCH
endpoint, tag operations, source definition catalogs

5. **connection-templates.md** - Added sync_on_create,
non_breaking_changes_preference, cron validation, PATCH endpoint, tag
operations

6. **configuring-sources.md** - Added region selection, stream
management, JMESPath querying, JSON Patch operations

## Impact

- 25+ previously undocumented API endpoints now documented
- ~2,500 lines of documentation added
- 100+ code examples
- 12 HIGH PRIORITY documentation gaps addressed

## Validation

All documentation validated against:
- Sonar codebase at commit 350a75fe73
- FastAPI route definitions
- Pydantic schemas
- Existing documentation style

## Breaking Changes

None - Documentation only

---------

Co-authored-by: Alexandre Girard <alexandre@airbyte.io>
2025-10-13 12:41:54 -07:00

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4.1 KiB
Markdown

---
products: embedded
---
# Source Templates
A source template controls which connectors appear in the Embedded widget and how their config screens look. When a customer opens the widget, only the sources backed by a template are selectable, so you can pre-set sensible defaults or restrict advanced settings.
The Airbyte platform comes with ready-to-use templates. You can also create templates specific to your organization if you need access to more integrations or if you want different default values.
## Creating source templates
Here is an example request to create a new template using only default values:
```bash
curl https://api.airbyte.ai/api/v1/integrations/templates/sources \
-H 'Authorization: Bearer <token>' \
-H 'Content-Type: application/json' \
--data-raw '{
"organization_id": "7c60d51f-b44e-4682-87d6-449835ea4de6",
"actor_definition_id": "45b7d7e6-d7d5-4f31-8c1a-9fd96ce6ee35",
"partial_default_config": {}
}'
```
You can find the actor definition ID from the [Connector Registry](https://connectors.airbyte.com/files/registries/v0/cloud_registry.json).
The `partial_default_config` is a JSON object representing keys from the connector spec for which you want to set default values so your users don't need to set them up themselves.
### Optional: add tags during creation
You can also add tags to organize and filter templates:
```bash
curl https://api.airbyte.ai/api/v1/integrations/templates/sources \
-H 'Authorization: Bearer <token>' \
-H 'Content-Type: application/json' \
--data-raw '{
"organization_id": "7c60d51f-b44e-4682-87d6-449835ea4de6",
"actor_definition_id": "45b7d7e6-d7d5-4f31-8c1a-9fd96ce6ee35",
"partial_default_config": {},
"tags": ["crm", "pro-tier"]
}'
```
See [Template Tags](./tags.md) for more information on organizing templates with tags.
## Updating source templates
You can update an existing source template using the PATCH endpoint:
```bash
curl -X PATCH https://api.airbyte.ai/api/v1/integrations/templates/sources/{id} \
-H 'Authorization: Bearer <token>' \
-H 'Content-Type: application/json' \
--data-raw '{
"partial_default_config": {
"api_key": "new_default_value"
}
}'
```
When a source template is updated, all existing sources created from it will also be updated.
## Listing templates
The [List Source Templates endpoint](https://api.airbyte.ai/api/v1/docs#tag/Template-Sources/operation/list_integrations_templates_sources) lists both the templates you created, as well as standard templates that are available to everyone using the platform.
### Filter by tags
You can filter source templates by tags:
```bash
curl 'https://api.airbyte.ai/api/v1/integrations/templates/sources?tags=crm&tags=sales&tags_mode=any' \
-H 'Authorization: Bearer <token>'
```
**Tag Selection Modes:**
- `any` - Template must have at least one of the specified tags
- `all` - Template must have all of the specified tags
## Deleting templates
You can delete source templates by submitting a DELETE request to the API:
```bash
curl -X DELETE 'https://api.airbyte.ai/api/v1/integrations/templates/sources/{id}' \
-H 'Authorization: Bearer <token>'
```
Sources created from a deleted source template will stop showing up in the widget.
## Managing template tags
### Add tag to source template
```bash
curl -X POST https://api.airbyte.ai/api/v1/integrations/templates/sources/{id}/tags \
-H 'Authorization: Bearer <token>' \
-H 'Content-Type: application/json' \
-d '{
"tag": "pro-tier"
}'
```
### Remove tag from source template
```bash
curl -X DELETE https://api.airbyte.ai/api/v1/integrations/templates/sources/{id}/tags/{tag_name} \
-H 'Authorization: Bearer <token>'
```
For complete tag management documentation, see [Template Tags](./tags.md).
## Related documentation
- [Template Tags](./tags.md) - Organize and filter templates with tags
- [Configuring Sources](./configuring-sources.md) - Create sources from templates
- [Connection Templates](./connection-templates.md) - Configure sync behavior
- [Authentication](./authentication.md) - Generate tokens for API access