Connect Docsumo to your AI agent

AI Tools 11 actions available

Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.

We set up the connection using your own Docsumo account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Docsumo

Each one is a real action the agent can take on its own, the same things a person clicking around Docsumo could do. Read-only by default; write actions are confirmed against your policy.

  • 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…
  • 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…
  • 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…
  • 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 fi…
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Docsumo, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Docsumo questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Docsumo's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Docsumo to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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