get_document
Get Document
Retrieve detailed information about a specific document including its processing status, metadata, review URL, and upload details.
get_document
Retrieve detailed information about a specific document including its processing status, metadata, review URL, and upload details.
list_documents
Retrieve a paginated list of documents from your Docsumo account. Supports filtering by document type, processing status, creation date, folder, and keyword search. Results can be sorted by creation date.
upload_document
Upload a document to Docsumo for AI-powered data extraction. Supports uploading from a public URL or base64-encoded content. The document will be processed using pre-trained AI models for the specified document type. Supported file types: JPG, JPEG, PNG, TIFF, PDF.
get_review_url
Generate a shareable review URL for a document. This URL allows external users to view and review the document in the Docsumo web interface without needing a Docsumo account.
list_document_types
Retrieve all document types enabled in your Docsumo account along with document counts per type. Use this to find the correct document type identifier needed for uploading documents.
get_extracted_data
Retrieve the AI-extracted data from a processed document in simplified JSON format. Returns structured key-value pairs organized by sections (e.g., "Basic Information", "Line Items") along with document metadata. The document must have completed processing before data can be retrieved.
update_review_status
Change the review status of a document. Available actions: - **start**: Start reviewing the document - **skip**: Skip the review process - **end**: Complete the review and mark the document as processed
delete_document
Permanently delete a document from your Docsumo account. This action cannot be undone.
get_case_type_details
Retrieve the configuration for a Docsumo case type, including stages, case fields, associated document types, workflow settings, and stage-wise counts.
create_case
Create a Docsumo case for a case type, or add documents to an existing case. Supports case metadata, initial case fields, assignment, stage selection, workflow triggering, and optional base64 file uploads.
get_account_info
Retrieve Docsumo account details, monthly document usage, and active document types. Use this as a first call to verify the API key and discover valid document type identifiers.
list_cases
Retrieve a paginated list of cases for a Docsumo case type. Supports filtering by stage, assignee, workflow state, and created or modified date ranges.
list_agents
List Docsumo agents configured on the account. Case-type agents return casetype_id values needed by the case tools; document-type agents return doc_type values for document workflows.
update_case
Partially update a Docsumo case. Supports renaming, changing stage, setting case fields, reassigning, acting on Human-in-the-Loop approvals, and optionally rerunning the workflow.
get_bank_statement_analytics
Retrieve Docsumo bank statement analytics for a processed bank statement document. Use "basic" for summary metrics or "all" for the full analytics report.
get_case_overview
Retrieve a Docsumo case overview. Optionally include related document types, fields, approvals, exports, and documents.
run_case_workflow
Trigger the workflow associated with a Docsumo case type for one case. The workflow may continue asynchronously after Docsumo accepts the request.
get_documents_summary
Retrieve a summary of documents grouped by document type, including per-status counts and disabled document types where Docsumo returns them.
Upload, process, and extract structured data from documents using AI-powered models. Supports invoices, bank statements, tax forms, insurance documents, and more. Retrieve extracted key-value pairs and table data, manage document review status, generate review URLs, inspect account usage and document types, retrieve bank statement analytics, manage cases and workflows, and receive webhook notifications on document status changes.
Common questions about connecting Docsumo to AI agents with Metorial.