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Docsumo integration for Claude and Codex

Create a Docsumo connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use Docsumo from Claude

Add the Docsumo connection to a Space that runs Claude, then use it from every channel in that Space.

Use Docsumo from Codex

Add the Docsumo connection to a Space that runs Codex, then use it from every channel in that Space.

Use Docsumo from Sidekick

Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.

Analytics & Data

What the Docsumo connector can do

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

One connection, many Spaces

Connect Docsumo once, then decide which Spaces can use it in threads, skills, automations, and coding work.

Representative actions

  • 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.

  • 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).

  • 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.

  • 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.

  • 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.

Connection

API and auth details

Docsumo provides intelligent document-processing APIs for extracting, validating, and analyzing structured data from invoices, forms, financial documents, insurance paperwork, and custom document types. Integrations can upload documents, retrieve extracted data, handle webhooks/callbacks, and automate document review workflows.

FAQ

Questions people ask before connecting Docsumo

Can Claude use Docsumo?

Yes. Add a Docsumo connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.

Can Codex work with Docsumo through Type?

Yes. Add a Docsumo connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.

Is this the same as a Docsumo MCP server?

Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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