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Docsumo for AI agents

Docsumo is an AI document processing platform that extracts and analyzes data from invoices, forms, and other document types, used by finance and operations teams to cut manual entry. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect DocsumoSee the 11 actions ↓
DocumentsAPI keyMCP + RESTdocsumo.com
AUDIT LOG · DOCSUMOPOLICY: acme-support
09:41:07 · claude · u_8f2read
docsumo.list_all_documents
List All Documents✓ allowed · 212ms
09:41:08 · claude · u_8f2read
docsumo.get_table_data
Get Table Data✓ allowed · 164ms
09:41:09 · claude · u_8f2write
docsumo.create_folder
Create Folder✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
docsumo.delete_table
Delete Table✕ blocked · policy: deny
EVERY DOCSUMO CALL, ON THE RECORD
01 · USE CASES

What agents do in Docsumo.

01

Pull extracted data from a document

Get the extracted table data from a processed document to load into a finance system.

02

Check enabled document types

List the document types enabled on the account before uploading a new form to process.

03

Confirm before deleting a table

Require approval before deleting extracted table data, since it discards work already processed.

02 · ACTIONS

11 Docsumo actions, graded by risk.

Every Docsumo action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

7

Look things up. Allowed by default.

  • docsumo.get_table_data
    Get Table Data
  • docsumo.list_all_documents
    List All Documents
  • docsumo.get_external_agents
    Get External Agents
  • docsumo.get_user_document_types
    Get User Document Types
  • docsumo.list_external_agent_cases
    List External Agent Cases
  • docsumo.get_enabled_document_types
    Get Enabled Document Types
  • docsumo.list_enabled_document_types
    List Enabled Document Types

write

3

Create and change things. Allow, or ask the user first.

  • docsumo.add_table_row
    Add Table Row
  • docsumo.create_folder
    Create Folder
  • docsumo.post_mca_analysis
    MCA Analysis

destructive

1

Delete, cancel or archive. Ask first, or deny outright.

  • docsumo.delete_table
    Delete Table
03 · HOW IT WORKS

Docsumo in three steps.

  1. 01Your users connect DocsumoThey add their Docsumo api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, writes like “create Folder” can wait for the user, and “delete Table” can be denied outright.
  3. 03Any agent can actYour agent calls Docsumo through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('docsumo', {
  read: 'allow',
  write: 'ask',        // create_folder
  destructive: 'deny',  // delete_table
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Docsumo connects.

Users add their Docsumo api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Docsumo connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Docsumo from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More documents apps.

Google Docs43 actionsActiveMerge13 actionsAirparser10 actionsAlgodocs3 actionsDocuSign338 actionsSharePoint Graph162 actionsSharePoint105 actionsDocumenso77 actions
ALL DOCUMENTS APPS →
07 · FAQ

Docsumo and Arc0, answered.

Q01

Can I use Docsumo with Claude, ChatGPT or Cursor?

Yes. Connect Docsumo to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Docsumo actions you allow.

Q02

How do users connect Docsumo?

Users add their Docsumo api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Docsumo actions can my agent take?

11 in total: 7 read, 3 write and 1 destructive, such as “create Folder”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Docsumo?

Yes. Actions like “delete Table” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Docsumo too?

Yes. The same Docsumo connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Docsumo into your agent.

Your users connect Docsumo once, under your brand. Your agent gets 11 actions behind your policies, with every call on the record.

Connect DocsumoBrowse all apps →

Free to build · MCP + REST · Audit log on every plan