What is Docsumo MCP

Docsumo MCP lets AI agents securely access your Docsumo account using the Model Context Protocol — an open standard for connecting AI assistants to real tools and data. Instead of copy-pasting between your AI assistant and Docsumo, your agent can directly:

Upload documents (PDFs and images, by URL or file content) for extraction
Retrieve extracted data — key-value fields and line-item tables — as clean JSON
Download documents — a secure, time-limited link to the original file, a searchable PDF, page images, or the OCR text; or the extracted data as JSON, CSV, or XML
Track and manage review: list documents, check their status, and get each one’s review link
Run bank statement analytics: cash-flow metrics, spending patterns, transaction insights
Orchestrate cases: create cases, attach documents, move stages, trigger workflows, act on Human-in-the-Loop approvals

Example prompts once connected:

"Upload this invoice PDF and give me the line items as a table."
"Which documents from this week are still waiting for review?"
"Pull the extracted data for doc abc123 and check the totals add up."
"Create a case for this loan application and run the workflow."
"Add a Vendor Tax ID field to the Invoice document type and test it on this sample."

What your agent can work with

Beyond uploading and reading documents, the connected agent can reach most of what you would otherwise do in the Docsumo web app:

Document types — set up and refine what gets extracted: sections, fields, extraction prompts, document type settings (general, pre-processing, extraction, post-processing, import/export), and lookup fields that match a field against a table and bring in another column
Cases and workflows — case types, case fields, validations, views and list tabs; build, test, publish, run, pause and delete workflows — both case workflows and workflows that run without a case (on a schedule, by hand, by API call, or when a case or document event happens)
Tables — create and maintain the reference and entity tables on the Records screen (tables, columns and rows), and read the records linked to a case
Database Tables — read and maintain the CSV lookup tables that power dropdown field options
AI Model Hub — browse the pretrained model catalog and enable models on your account
Analytics — usage, processing-time, and field-level accuracy analytics for a document type
Activity log — search the account-wide activity log and see activity counts
Settings — account settings, members and roles, webhooks, and document type access

Every tool acts as the account behind the API key you connect with, and respects that account's role and plan. A member without access to a document type cannot reach it through MCP either.

Connect to Docsumo MCP

Docsumo MCP is a hosted server — there is nothing to install:

https://mcp.docsumo.com/mcp

It uses the Streamable HTTP transport. Authenticate by sending your Docsumo API key as a header on the connection (see Keys and authorization):

Authorization: Bearer YOUR_DOCSUMO_API_KEY

Follow the setup guide for your client:

For the full list of available tools and their parameters, see the Tools reference.

API limits and usage

Docsumo MCP calls the same Docsumo API as your own integrations: documents uploaded through MCP consume your plan's document credits exactly like uploads from the web app or API.
The standard rate limit applies: 10 requests/second per account.
Long lists come back a page at a time — ask your agent to continue if you need more results. Batch downloads are capped at 25 documents per call.
Monitor usage and remaining credits in your account settings, or just ask your agent — it can show what’s left on your plan and a breakdown by document type and member.
Uploads read a file path on the machine running the MCP server, so the hosted server can’t take a file from your computer. Upload documents through the web app or the API, then work with them through MCP

Keys and authorization

Docsumo MCP authenticates every request with your Docsumo API key:

Get your key from Settings → API & Webhooks in the Docsumo web app.
Configure it as the Authorization: Bearer header in your MCP client (each setup guide shows where it goes).

❗️
Treat your API key like a password
The key grants the same access to your account as the Docsumo API — any agent connected with it can upload, run workflows, and change or permanently delete documents, cases, workflows and tables on your behalf. Store it in your client's secret/keychain mechanism where available, never in shared config that gets committed to a repository. You can rotate the key at any time from the same settings page; reconnect your clients with the new key afterwards.

Terms of use

Docsumo MCP is intended for use through MCP-compatible AI clients and agents operating on your own account (or accounts you administer). Usage is governed by your existing Docsumo agreement and the API terms; rate limits and plan quotas apply. Automated bulk scraping or sharing one API key across many end users is not permitted.