Connect Algodocs to AI agents

Connect Algodocs to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

upload_document

Upload Document

Uploads a document to Algodocs for data extraction. Supports uploading via a public URL or a base64-encoded file. The document will be processed by the specified extractor, and extracted data can be retrieved later using the document ID.

get_extracted_data

Get Extracted Data

Retrieves structured data extracted from processed documents. Query by a single **documentId** to get results for one document, or by **extractorId** to retrieve results across multiple documents. Optionally filter by folder and date range when querying by extractor.

list_extractors

List Extractors

Lists all extractors configured in your Algodocs account. Each extractor defines rules for extracting specific fields and tables from documents. Use this to discover available extractors and obtain their IDs for uploading documents or retrieving extracted data.

list_folders

List Folders

Lists all folders in your Algodocs account. Folders have a hierarchical structure and are required when uploading documents. Use this to discover available folders and obtain their IDs.

More integrations teams use with Algodocs

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Technical notes for Algodocs

Extract structured data from PDFs, images, Word, and Excel documents using AI-powered OCR and custom extractors. Upload documents via local file, URL, or base64 encoding. Manage extractors and folders. Retrieve extracted fields and table data by document or extractor ID, with filtering by folder, date, and limit. Export extracted data in Excel, JSON, XML, or custom Excel templates. Supports over 200 languages.

Connect Algodocs to production AI agents

See how Metorial gives Algodocs access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Algodocs to AI agents with Metorial.

  1. Can Metorial connect Algodocs to AI agents?
    Yes. Metorial connects AI agents to Algodocs through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.