Tools reference

Docsumo MCP exposes 17 tools. Your agent picks the right one from your prompt — you never call these directly, but knowing what's available helps you phrase requests. IDs flow between tools: list_documents returns the doc_id values the document tools need; list_agents and list_cases return casetype_id/case_id for the case tools.

Account

Tool	What it does
`get_account_info`	Account email, user ID, monthly usage and limits, active document types. Good first call to verify the connection.
`list_document_types`	Document types enabled for the account (e.g. `invoice`, `us_bank_statement`) — the valid `doc_type` values for uploads and filters.
`get_bank_statement_analytics`	Financial analytics for a processed bank statement: cash flow, spending patterns, balances. `mode`: `basic` (default) or `all`.

Documents

Tool	What it does
`upload_document`	Upload by public URL or Base64 content for a given `doc_type`. Optional: `filename` (required for Base64), `metadata`, `password` for protected files, `review_token` to also get a shareable review link. Extraction runs asynchronously.
`list_documents`	List documents with filters: `doc_type`, `status` (`reviewing` / `processed` / `erred`), title search `q`, `created_date` (`gte:YYYY-MM-DD` / `lte:YYYY-MM-DD`), folder scoping, paging, sorting.
`get_document_details`	Metadata for one document: title, type, status, pages, image URLs.
`get_extracted_data`	The main result tool — extracted key-value fields and line-item tables as simplified JSON (including human corrections).
`get_documents_summary`	Document counts grouped by type and processing status.
`change_review_status`	Move a document through review: `start`, `end` (approve), or `skip`. Optional `forced`, `strict` validation.
`get_review_url`	Temporary shareable URL to the review screen — works for people without a Docsumo account.

Cases & workflows

Tool	What it does
`list_agents`	Agents configured on the account; returns `casetype_id` values. Filter with `agent_type`: `all` / `doctype` / `casetype`.
`get_case_type_details`	A case type's configuration: stages (`stage_id`s), case fields, document types, workflow settings.
`list_cases`	Cases for a case type, with paging, sorting, and filters by stage, assignee, workflow state, created/modified dates.
`get_case_overview`	One case's name, stage, assignee, workflow state. `include` embeds related sections: `doctypes`, `fields`, `approvals`, `exports`, `documents`.
`create_case`	Create a case (or add to an existing `case_id`): name, stage, assignee, initial `case_fields`, your own `user_case_id`/metadata, and optional file attachments. Runs the workflow by default (`trigger_workflow`).
`update_case`	Patch a case: rename, change stage, set fields, reassign, or act on a Human-in-the-Loop `approval`.
`run_case_workflow`	Trigger the case type's workflow for one case.

Example prompts

"Upload https://example.com/invoice.pdf to Docsumo as an invoice and tell me when it's processed."
"Get the extracted data for doc abc123 and check that line items sum to the invoice total."
"How many bank statements are still in review? Give me review links for the oldest three."
"Run the full analytics on the bank statement I uploaded yesterday and summarize the cash flow."
"Create a case in the loan-application case type, attach these two PDFs, and move it to the verification stage."

Not included (yet)

Destructive and niche operations are intentionally excluded from this first release: deleting documents or cases, editing individual extracted field values, database table management, and Merchant Cash Advance analysis. Use the Docsumo API directly for those.