# Docsumo — how to use (mcp.ai)

Connect your Docsumo account and use 11 tools for document data extraction straight from your AI agent. Connect with your own API key. Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_docsumo?ms=1787293380000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `docsumo_add_table_row`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/docsumo`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/docsumo/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/docsumo/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 a
  - body: { ddid: string }
- `POST https://api.mcp.ai/api/docsumo/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).
  - body: { type: string, folder_name: string }
- `POST https://api.mcp.ai/api/docsumo/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.
  - body: { dd_ids: string[] }
- `POST https://api.mcp.ai/api/docsumo/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
- `POST https://api.mcp.ai/api/docsumo/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.
  - body: { type?: string }
- `POST https://api.mcp.ai/api/docsumo/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.
  - body: { ddid: string }
- `POST https://api.mcp.ai/api/docsumo/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.
- `POST https://api.mcp.ai/api/docsumo/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.
  - body: { q?: string, view?: string, limit?: integer, offset?: integer, status?: string, sort_by?: string, doc_type?: string, folder_id?: string, created_date?: string }
- `POST https://api.mcp.ai/api/docsumo/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.
- `POST https://api.mcp.ai/api/docsumo/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 s
  - body: { limit?: integer, offset?: integer, sort_by?: string, stage_id?: string[], assigned_to?: string[], casetype_id: string, workflow_state?: string[], created_date_to?: string, modified_date_to?: string, created_date_from?: string, modified_date_from?: string }
- `POST https://api.mcp.ai/api/docsumo/post/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 infor
  - body: { doc_ids: string[] }

## Example prompts
- "What can I do in Docsumo?"
- "Show me a summary of my Docsumo account"

## More
- Page: https://mcp.ai/docsumo
- Agent spec (llms.txt): https://mcp.ai/docsumo/llms.txt
- Postman collection: https://mcp.ai/docsumo/postman.json