Guides

What is Docsumo MCP

Connect AI agents like Claude, Cursor, and ChatGPT directly to your Docsumo account.

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
  • Track and manage review: list documents, check statuses, approve or skip review, generate shareable review links
  • 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."

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.
  • Monitor usage and remaining credits in your account settings, or just ask your agent — the get_account_info tool returns monthly usage and limits.

Keys and authorization

Docsumo MCP authenticates every request with your Docsumo API key:

  1. Get your key from Settings → API & Webhooks in the Docsumo web app.
  2. Configure it as the Authorization: Bearer header in your MCP client (each setup guide shows where it goes).
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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, modify review status, and run workflows 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.