Connect Docsumo to AI agents

Connect Docsumo 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

get_document

Get Document

Retrieve detailed information about a specific document including its processing status, metadata, review URL, and upload details.

list_documents

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 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

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

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

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

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

Delete Document

Permanently delete a document from your Docsumo account. This action cannot be undone.

get_case_type_details

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 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

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

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 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

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

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

Get Case Overview

Retrieve a Docsumo case overview. Optionally include related document types, fields, approvals, exports, and documents.

run_case_workflow

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

Get Documents Summary

Retrieve a summary of documents grouped by document type, including per-status counts and disabled document types where Docsumo returns them.

More integrations teams use with Docsumo

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 Docsumo

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.

Connect Docsumo to production AI agents

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

Frequently asked questions

Common questions about connecting Docsumo to AI agents with Metorial.

  1. Can Metorial connect Docsumo to AI agents?
    Yes. Metorial connects AI agents to Docsumo 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.