Integration · Documents

Connect Claude & ChatGPT to Docsumo

Ask your AI what Docsumo pulled out of an invoice or bank statement, and it reads the extracted data as simple key-value pairs. It can upload a document from a URL, find documents by status or type, correct a field and approve the review. It can also read bank statement analytics, move documents between folders and look up cases.

Connect Docsumo free

Free plan, no credit card. Takes about a minute.

Try asking

“Upload this invoice for extraction: https://example.com/invoice-1043.pdf”
The AI checks which document types you can upload to and sends the file from the URL for extraction.
“Which documents are waiting for review?”
It lists documents with the status reviewing, with name, type and ID.
“What total and due date did Docsumo find on invoice 1043?”
It finds the document and reads its extracted data as key-value pairs.

What your AI can do

Upload and extraction

Upload documents from a public URL or Base64, read extracted data, and get bank statement analytics.

Review

Correct extracted field values, start, approve or skip a review, and share a review link.

Documents, folders and cases

List and search documents, see counts by type and status, create folders, move documents, and read cases.

“The VAT number on that invoice is wrong, it should be DK12345678. Fix it and approve.”
It corrects that one field, then ends the review to approve the document.
“Give me the analytics for the bank statement we uploaded yesterday.”
It finds the processed statement and reads its bank statement analytics as json, csv or xlsx.
“Send me a link so our accountant can review document 8812.”
It gets a review link for the document, and a temporary signed link if it needs to work outside your account.

17 tools for Docsumo

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_folderChanges dataCreate a folder with `folder_name` for documents of a given `type`.
delete_documentDeletesPermanently delete a document and its extracted data by `doc_id`. This cannot be undone.
get_account_and_document_typesGet the account details, usage limits and the document types you can upload to. Use this to find a valid document `type`.
get_bank_statement_analyticsGet analytics for a processed bank statement by `doc_id`; `mode` basic or all, `output` json, csv or xlsx.
get_caseGet one case by `casetype_id` and `ticket_id` (the case ID), including its fields and stage.
get_documentGet one document by `doc_id`: name, type, status and processing details.
get_documents_summaryGet a summary count of documents by type and status.
get_extracted_dataGet the extracted data of a processed document by `doc_id` in a simplified key-value format.
get_review_urlGet a link to review a document by `doc_id` in Docsumo; set `signed_url` for a temporary link that can be shared outside the account.
list_agentsList the document and case agents set up in the account, with their casetype IDs.
list_casesList cases of an agent by `casetype_id`, filtered by stage, assignee, workflow state or created/modified date range.
list_document_typesList the document types enabled in the account.
list_documentsList documents, filtered by `q` (search text), `status` (reviewing, processed, erred), `doc_type`, `folder_id` or `created_date`. Use this to find a doc_id.
move_documentsChanges dataMove documents (`doc_ids`) from `source_folder_id` to `dest_folder_id`.
update_document_fieldChanges dataCorrect the value of one extracted field: pass `doc_id`, `field_id` and the new `value`.
update_review_statusChanges dataChange a document's review status by `doc_id`: `actions` start, end (approve) or skip. `forced` approves even with validation errors.
upload_documentChanges dataUpload a document for extraction from a public URL or Base64. Pass `file`, `file_type` (url or base64) and the document `type`; `filename` is required for Base64.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Docsumo from the app list.
2
Paste your key
Paste your Docsumo API key. Log in to Docsumo, open Settings > Webhook & API (app.docsumo.com/settings/webhook-api/) and click the copy button next to your API key.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Docsumo?

The AI can upload documents, list and read documents and their extracted data, read bank statement analytics, get review links, and list document types, agents and cases. It can create folders, move documents, correct an extracted field, change a document's review status, and delete a document if you switch that tool on.

Does the AI see my Docsumo credentials?

No. Your Docsumo credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with only reading documents and extracted data. Deleting a document removes it and its extracted data for good, and approving a review or correcting a field changes your data, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Docsumo account.

How does the AI get a document into Docsumo?

It uploads the file from a public URL or as Base64, together with a document type your account can process. The AI can look up the valid types first. Once Docsumo has processed the document, the AI can read the extracted data.