MCP For Claude Marketplace
DocSumo

DocSumo MCP Connector for Claude

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Equip your AI agent to automate document data extraction, manage IDP workflows, and audit processed files via the DocSumo API.

10 tools Official Updated Oct 1, 2026 Official Vinkius Partner
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Integrate DocSumo, the advanced Intelligent Document Processing (IDP) platform, directly into your AI workflow. Automate the extraction of complex data from invoices, bank statements, and ID cards, monitor your processing pipelines, and retrieve structured results using natural language.

What you can do

  • Pipeline Oversight — List and retrieve detailed settings and processing statuses for all your document types and IDP workflows.
  • Data Intelligence — Access the structured data extracted by DocSumo's AI engine, including table layouts and verified fields.
  • Confidence Monitoring — Identify documents that require manual review due to low extraction confidence scores.
  • Extraction Auditing — Retrieve a chronological feed of recent extraction results across all your processed document categories.

How it works

  1. Connect the DocSumo integration to your AI assistant.
  2. Authorize using your DocSumo API Key (found in your platform settings).
  3. Orchestrate your document data extraction and verification through intuitive conversation.

Who is this for?

  • Finance Teams — Quickly retrieve extracted data from invoices and receipts for bookkeeping via chat.
  • Compliance Officers — Audit processed ID cards and bank statements for verification status instantly.
  • Operations Leads — Monitor document processing health and success rates across the organizational pipeline.
intelligent-document-processingdata-extractionidpinvoice-processingautomated-pipelinesdata-audit

10 tools expose this connector's capabilities to your AI agent.

get_docsumo_account_metadata

Retrieve metadata and usage limits for your DocSumo account

list_failed_doc_extractions

Identify documents that failed the extraction process (mock logic)

get_document_extraction_data

Get the structured data extracted from a specific document

quick_idp_health_audit

Retrieve a high-level summary of document processing activity and success rates

list_docsumo_document_types

List all document types (e.g., invoices, bank statements) configured in DocSumo

list_processed_documents

List all documents processed by DocSumo, optionally filtered by document type

list_successfully_parsed_docs

Identify documents that have been successfully processed and verified

list_documents_awaiting_review

Identify documents that require manual review due to low extraction confidence

list_latest_extraction_results

Identify the most recently processed documents across all types

search_documents_by_filename

Search for processed documents using a filename keyword

See how to talk to your AI agent using DocSumo.

List all processed bank statements.

I've found 12 processed bank statements, including 'Chase_June_2023.pdf' and 'Wells_Fargo_Q2.pdf'. Would you like to see the extracted summary for the most recent one?

Show me the extraction results for document 'DOC-5544'.

I've retrieved the data for 'DOC-5544'. Extracted fields include: Invoice Number (INV-789), Vendor (Cloud Services Inc), and Grand Total ($4,500.00) with 98% confidence. Should I list the individual line items?

Are there any documents that failed to process today?

I've checked the pipeline and found 2 documents with processing errors: 'Unreadable_Scan.pdf' and 'Wrong_Format.jpg'. Would you like the detailed error messages for these items?

Log in to your DocSumo account, navigate to the API section in your settings, and you can retrieve your unique API Key from there. API access is typically enabled for most plans.

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