Docsumo AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Docsumo MCP or direct API to extract structured data from documents, analyze invoices and contracts, classify document types, and automate data validation through natural language.
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Docsumo is an AI-powered platform for automating document data extraction and analysis. It helps you turn PDFs, invoices, and forms into structured, actionable data with minimal manual effort.
▪ Tools & Triggers
Supported Tools and Triggers
Every Docsumo action and event your agent gets out of the box.
Add Table Row
Tool to add a new empty row at the end of a specified database table in Docsumo. Use when you need to append a blank row for data entry. The new row will automatically receive the next sequential ID and all fields will be initialized as empty strings.
Create Folder
Tool to create a new folder in Docsumo for organizing documents by category or type. Use when you need to organize documents into specific categories (e.g., invoices, contracts).
Delete Table
Tool to delete one or more database tables from Docsumo. Use when you need to permanently remove tables from the database. This is a destructive operation.
Get Enabled Document Types
Retrieves a summary of document types available in Docsumo, including both enabled and disabled document types for the authenticated user. This endpoint provides information about which document types are configured and ready for use.
Get External Agents
Tool to list all external agents configured in your Docsumo account. Use when you need to retrieve information about agents available for document or case processing.
Get Table Data
Tool to retrieve all data from a specific database table in Docsumo. Use when you need to fetch records from a custom database table using its unique identifier.
Get User Document Types
Tool to list available user document types and user info. Use when you need to discover all supported document classifications and user limits.
List All Documents
Tool to fetch a comprehensive list of all documents in your Docsumo account. Use when you need to retrieve, filter, or search documents by type, status, creation date, folder, or keyword.
List Enabled Document Types
Tool to retrieve a list of document types currently enabled for your account. Use when you need to discover which document types are available for processing.
List External Agent Cases
Tool to list all cases for a specific external agent casetype. Use when you need to retrieve cases with optional filtering by stage, assignee, workflow state, or date ranges. Supports pagination and sorting by creation or modification date.
MCA Analysis
Performs Merchant Cash Advance (MCA) analysis on uploaded bank statement documents. This action analyzes bank statements to generate comprehensive financial summaries including: - Account holder information - Overall financial summary (total credits, debits, and balance) - Month-by-month breakdown with categorized transactions Prerequisites: Bank statement documents must be uploaded to Docsumo and fully processed before analysis. Input: List of document IDs (doc_ids) representing the bank statements to analyze. Output: Detailed MCA analysis with account info, financial metrics, and monthly data, or status message if documents are still processing.
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