# Docsumo

Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.

- **Category:** ai document extraction
- **Auth:** API_KEY
- **Composio Managed App Available?** N/A
- **Tools:** 11
- **Triggers:** 0
- **Slug:** `DOCSUMO`
- **Version:** 20260217_00

## Tools

### Add Table Row

**Slug:** `DOCSUMO_ADD_TABLE_ROW`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `ddid` | string | Yes | The unique database table identifier. Use the list tables endpoint to retrieve valid table IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Folder

**Slug:** `DOCSUMO_CREATE_FOLDER`

Tool 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).

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `type` | string | Yes | Document category/type that will be stored in this folder. This specifies what kind of documents the folder will contain (e.g., 'invoice', 'auto_classify_ai'). You can get available document types using the Get User Document Types or Get Enabled Document Types actions. |
| `folder_name` | string | Yes | The name of the new folder to be created. Use descriptive names to organize documents by category, project, or client. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Table

**Slug:** `DOCSUMO_DELETE_TABLE`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `dd_ids` | array | Yes | Array of database table IDs to delete. Each ID represents a specific table that will be permanently removed from the database. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Enabled Document Types

**Slug:** `DOCSUMO_GET_ENABLED_DOCUMENT_TYPES`

Retrieves 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.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get External Agents

**Slug:** `DOCSUMO_GET_EXTERNAL_AGENTS`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `type` | string ("all" | "doctype" | "casetype") | No | Filter agents by type. Use 'all' to retrieve all agents, 'doctype' for document type agents, or 'casetype' for case type agents. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Table Data

**Slug:** `DOCSUMO_GET_TABLE_DATA`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `ddid` | string | Yes | The unique database table identifier |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get User Document Types

**Slug:** `DOCSUMO_GET_USER_DOCUMENT_TYPES`

Tool to list available user document types and user info. Use when you need to discover all supported document classifications and user limits.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List All Documents

**Slug:** `DOCSUMO_LIST_ALL_DOCUMENTS`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `q` | string | No | Search for a keyword or phrase in document titles. This performs a partial match. |
| `view` | string ("files" | "folder" | "all_files") | No | View filter options for listing documents. |
| `limit` | integer | No | The maximum number of documents to return in the response (up to 20). |
| `offset` | integer | No | The number of documents to skip for pagination. |
| `status` | string ("reviewing" | "processed" | "erred") | No | Document processing status options. |
| `sort_by` | string ("created_date.asc" | "created_date.desc") | No | Sort order options for documents. |
| `doc_type` | string | No | Filter by a specific document type. You can get the available doc_type values from the 'Get User Document Types' action. |
| `folder_id` | string | No | The ID of the folder to filter by. This parameter is required when view is set to 'folder'. |
| `created_date` | string | No | Filter documents by creation date range. Use the format '[operator]:[YYYY-MM-DD]'. 'gte:YYYY-MM-DD' for greater than or equal to a specific date, 'lte:YYYY-MM-DD' for less than or equal to a specific date. You can combine both for a date range (e.g., 'gte:2025-03-20&lte:2025-03-30'). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Enabled Document Types

**Slug:** `DOCSUMO_LIST_ENABLED_DOCUMENT_TYPES`

Tool 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.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List External Agent Cases

**Slug:** `DOCSUMO_LIST_EXTERNAL_AGENT_CASES`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of cases per page (0-100). Default is 20. |
| `offset` | integer | No | Pagination offset for retrieving subsequent pages. Default is 0. |
| `sort_by` | string ("created_date.asc" | "created_date.desc" | "modified_date.asc" | "modified_date.desc") | No | Sort options for cases listing. |
| `stage_id` | array | No | Filter by one or more stage IDs. Repeat parameter for multiple values. |
| `assigned_to` | array | No | Filter by assigned user IDs. Specify one or more user IDs to filter cases assigned to those users. |
| `casetype_id` | string | Yes | Unique identifier of the casetype to retrieve cases for |
| `workflow_state` | array | No | Filter by workflow states. Specify one or more workflow states to filter cases. |
| `created_date_to` | string | No | Filter cases created up to this date. Format: DD/MM/YYYY (e.g., '31/12/2024'). |
| `modified_date_to` | string | No | Filter cases modified up to this date. Format: DD/MM/YYYY (e.g., '31/12/2024'). |
| `created_date_from` | string | No | Filter cases created from this date onwards. Format: DD/MM/YYYY (e.g., '01/01/2024'). |
| `modified_date_from` | string | No | Filter cases modified from this date onwards. Format: DD/MM/YYYY (e.g., '01/01/2024'). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### MCA Analysis

**Slug:** `DOCSUMO_POST_MCA_ANALYSIS`

Performs 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-by-month breakdown with categorized transactions Prerequisites: Bank statement documents must be uploaded to Docsumo and fully processed before analysis. Input: List of document IDs (doc_ids) representing the bank statements to analyze. Output: Detailed MCA analysis with account info, financial metrics, and monthly data, or status message if documents are still processing.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `doc_ids` | array | Yes | List of document IDs representing the bank statements to be analyzed. These IDs must correspond to bank statement documents that have been uploaded to Docsumo and completed processing (status: 'processed'). You can obtain document IDs from the document list API endpoint. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |