Docsumo Tools
Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.
Use Docsumo Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Docsumo Tools. Choose from 11 supported Actions. Review each execution in Audit.
Connect Docsumo Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
IntegrationPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Docsumo Add Table RowTool to add a new empty row at the end of a specified database table in Docsumo. Use when you need to append a blank row for data entry. The new row will automatically receive the next sequential ID and all fields will be initialized as empty strings.
- Docsumo Create FolderTool to create a new folder in Docsumo for organizing documents by category or type. Use when you need to organize documents into specific categories (e.g., invoices, contracts).
- Docsumo Delete TableTool to delete one or more database tables from Docsumo. Use when you need to permanently remove tables from the database. This is a destructive operation.
- Docsumo Get Enabled Document TypesRetrieves a summary of document types available in Docsumo, including both enabled and disabled document types for the authenticated user. This endpoint provides information about which document types are configured and ready for use.
- Docsumo Get External AgentsTool to list all external agents configured in your Docsumo account. Use when you need to retrieve information about agents available for document or case processing.
- Docsumo Get Table DataTool to retrieve all data from a specific database table in Docsumo. Use when you need to fetch records from a custom database table using its unique identifier.
- Docsumo Get User Document TypesTool to list available user document types and user info. Use when you need to discover all supported document classifications and user limits.
- Docsumo List All DocumentsTool to fetch a comprehensive list of all documents in your Docsumo account. Use when you need to retrieve, filter, or search documents by type, status, creation date, folder, or keyword.
- Docsumo List Enabled Document TypesTool to retrieve a list of document types currently enabled for your account. Use when you need to discover which document types are available for processing.
- Docsumo List External Agent CasesTool to list all cases for a specific external agent casetype. Use when you need to retrieve cases with optional filtering by stage, assignee, workflow state, or date ranges. Supports pagination and sorting by creation or modification date.
- Docsumo Post Mca AnalysisPerforms Merchant Cash Advance (MCA) analysis on uploaded bank statement documents. This action analyzes bank statements to generate comprehensive financial summaries including: - Account holder information - Overall financial summary (total credits, debits, and balance) - Month…
Provider sources
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