Docsumo for AI agents
Agents read Docsumo at once. Changes and sends are held for a person's approval by default.
About Docsumo
Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.
What an agent can do in Docsumo
Every Docsumo action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Docsumo without asking first. 7 actions.
- Get Enabled Document TypesRetrieves 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
- Get External AgentsTool 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 User Document TypesTool to list available user document types and user info. Use when you need to discover all supported document classifications and user limits.
- List All DocumentsTool 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 TypesTool 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.
- Get Table DataTool 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.
- List External Agent CasesTool 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 s
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 4 actions.
- Create FolderTool 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).
- MCA AnalysisPerforms Merchant Cash Advance (MCA) analysis on uploaded bank statement documents. This action analyzes bank statements to generate comprehensive financial summaries including: - Account holder infor
- Add Table RowTool 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 a
- Delete TableTool 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.
Changes wait in Needs you
Changes and sends in Docsumo are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Docsumo questions
Can an agent change data in Docsumo on its own?
Not by default. Changes and sends in Docsumo are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Docsumo?
This connector lists 7 read actions. Reads run at once, without waiting for approval.
How does Docsumo connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.