Added

Developer: API, MCP and playbooks in one place

A new Developer section, in the navigation just above Settings, brings your API details, MCP setup and ready-made playbooks together in one place. It is available to every member.

  • API reference. Copy your base URL and API key, send a first request that lists your documents, and jump to the full API docs.
  • MCP. Connect Claude Code, Cursor, VS Code or any other MCP client to Docsumo. Copy the server URL and ready-made setup snippets, and browse all 249 tools the server offers.
  • Playbooks. Step-by-step guides an AI agent can follow, such as setting up a document type and reporting on it, or reporting across a case type. Paste one into Sumo AI, Claude Code, Codex or Cursor, or save it as a file in your MCP client.

Open Developer in the navigation to get started.