How to integrate Docsumo MCP with Atomic Agent

Connect Atomic Agent to Docsumo MCP. Show all available document types for your account, retrieve summary of enabled document types, and more using natural language, with authentication handled for you.

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Api Key

Docsumo is an AI-powered platform for automating document data extraction and analysis. It helps you turn PDFs, invoices, and forms into structured, actionable data with minimal manual effort.

11 Tools

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Docsumo.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Docsumo account. See the Atomic Agent documentation for installation instructions.

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How Atomic Agent connects to Docsumo

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Docsumo to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Docsumo. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Docsumo account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Docsumo MCP server, and what's possible with it?

The Docsumo MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Docsumo account. It provides structured and secure access to your document processing workflows, so your agent can retrieve supported document types, analyze bank statements, and automate data extraction and classification on your behalf.

  • Retrieve enabled document types: Instantly ask your agent to fetch a summary of all document types currently enabled for your account.
  • Discover available classifications and user info: Have your agent list all supported document classifications and access your user document limits for more informed automation.
  • Automate merchant cash advance (MCA) analysis: Let your agent analyze uploaded bank statements to generate detailed month-by-month breakdowns of credits, debits, and balances.
  • Streamline document intake and data extraction: Enable your agent to understand which document formats are supported and optimize document workflows accordingly.

Use Docsumo from Atomic Agent

With your account connected, ask Atomic Agent to work with Docsumo in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

TOOLS

Supported Tools

Every Docsumo action and event your agent gets out of the box.

Add Table Row

Tool to add a new empty row at the end of a specified database table in Docsumo.

Create Folder

Tool to create a new folder in Docsumo for organizing documents by category or type.

Delete Table

Tool to delete one or more database tables from 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.

Get External Agents

Tool to list all external agents configured in your Docsumo account.

Get Table Data

Tool to retrieve all data from a specific database table in Docsumo.

Get User Document Types

Tool to list available user document types and user info.

List All Documents

Tool to fetch a comprehensive list of all documents in your Docsumo account.

List Enabled Document Types

Tool to retrieve a list of document types currently enabled for your account.

List External Agent Cases

Tool to list all cases for a specific external agent casetype.

MCA Analysis

Performs Merchant Cash Advance (MCA) analysis on uploaded bank statement documents.

FAQ

Frequently asked questions

With a standalone Docsumo MCP server, the agents and LLMs can only access a fixed set of Docsumo tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Docsumo and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Docsumo tools.

Yes, absolutely. You can configure which Docsumo scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Docsumo data and credentials are handled as safely as possible.

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