# How to integrate Docsumo MCP with Autogen ```json { "title": "How to integrate Docsumo MCP with Autogen", "toolkit": "Docsumo", "toolkit_slug": "docsumo", "framework": "AutoGen", "framework_slug": "autogen", "url": "https://composio.dev/toolkits/docsumo/framework/autogen", "markdown_url": "https://composio.dev/toolkits/docsumo/framework/autogen.md", "updated_at": "2026-05-12T10:09:13.147Z" } ``` ## Introduction This guide walks you through connecting Docsumo to AutoGen using the Composio tool router. By the end, you'll have a working Docsumo agent that can show all available document types for your account, retrieve summary of enabled document types, analyze uploaded bank statement for monthly credits and debits through natural language commands. This guide will help you understand how to give your AutoGen agent real control over a Docsumo account through Composio's Docsumo MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved. ## Also integrate Docsumo with - [OpenAI Agents SDK](https://composio.dev/toolkits/docsumo/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/docsumo/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/docsumo/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/docsumo/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/docsumo/framework/codex) - [OpenClaw](https://composio.dev/toolkits/docsumo/framework/openclaw) - [Hermes](https://composio.dev/toolkits/docsumo/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/docsumo/framework/cli) - [Google ADK](https://composio.dev/toolkits/docsumo/framework/google-adk) - [LangChain](https://composio.dev/toolkits/docsumo/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/docsumo/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/docsumo/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/docsumo/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/docsumo/framework/crew-ai) ## TL;DR Here's what you'll learn: - Get and set up your OpenAI and Composio API keys - Install the required dependencies for Autogen and Composio - Initialize Composio and create a Tool Router session for Docsumo - Wire that MCP URL into Autogen using McpWorkbench and StreamableHttpServerParams - Configure an Autogen AssistantAgent that can call Docsumo tools - Run a live chat loop where you ask the agent to perform Docsumo operations ## What is AutoGen? Autogen is a framework for building multi-agent conversational AI systems from Microsoft. It enables you to create agents that can collaborate, use tools, and maintain complex workflows. Key features include: - Multi-Agent Systems: Build collaborative agent workflows - MCP Workbench: Native support for Model Context Protocol tools - Streaming HTTP: Connect to external services through streamable HTTP - AssistantAgent: Pre-built agent class for tool-using assistants ## 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. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `DOCSUMO_ADD_TABLE_ROW` | 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. | | `DOCSUMO_CREATE_FOLDER` | 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). | | `DOCSUMO_DELETE_TABLE` | 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. | | `DOCSUMO_GET_ENABLED_DOCUMENT_TYPES` | 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. | | `DOCSUMO_GET_EXTERNAL_AGENTS` | 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. | | `DOCSUMO_GET_TABLE_DATA` | 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. | | `DOCSUMO_GET_USER_DOCUMENT_TYPES` | 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. | | `DOCSUMO_LIST_ALL_DOCUMENTS` | 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. | | `DOCSUMO_LIST_ENABLED_DOCUMENT_TYPES` | 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. | | `DOCSUMO_LIST_EXTERNAL_AGENT_CASES` | 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. | | `DOCSUMO_POST_MCA_ANALYSIS` | 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. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Docsumo MCP server is an implementation of the Model Context Protocol that connects your AI agents and assistants directly to Docsumo. Instead of manually wiring Docsumo APIs, OAuth, and scopes yourself, you get a structured, tool-based interface that an LLM can call safely. With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster. ## Step-by-step Guide ### 1. Prerequisites You will need: - A Composio API key - An OpenAI API key (used by Autogen's OpenAIChatCompletionClient) - A Docsumo account you can connect to Composio - Some basic familiarity with Autogen and Python async ### 1. Getting API Keys for OpenAI and Composio OpenAI API Key - Go to the [OpenAI dashboard](https://platform.openai.com/settings/organization/api-keys) and create an API key. You'll need credits to use the models, or you can connect to another model provider. - Keep the API key safe. Composio API Key - Log in to the [Composio dashboard](https://dashboard.composio.dev?utm_source=toolkits&utm_medium=framework_docs). - Navigate to your API settings and generate a new API key. - Store this key securely as you'll need it for authentication. ### 2. Install dependencies Install Composio, Autogen extensions, and dotenv. What's happening: - composio connects your agent to Docsumo via MCP - autogen-agentchat provides the AssistantAgent class - autogen-ext-openai provides the OpenAI model client - autogen-ext-tools provides MCP workbench support ```bash pip install composio python-dotenv pip install autogen-agentchat autogen-ext-openai autogen-ext-tools ``` ### 3. Set up environment variables Create a .env file in your project folder. What's happening: - COMPOSIO_API_KEY is required to talk to Composio - OPENAI_API_KEY is used by Autogen's OpenAI client - USER_ID is how Composio identifies which user's Docsumo connections to use ```bash COMPOSIO_API_KEY=your-composio-api-key OPENAI_API_KEY=your-openai-api-key USER_ID=your-user-identifier@example.com ``` ### 4. Import dependencies and create Tool Router session What's happening: - load_dotenv() reads your .env file - Composio(api_key=...) initializes the SDK - create(...) creates a Tool Router session that exposes Docsumo tools - session.mcp.url is the MCP endpoint that Autogen will connect to ```python import asyncio import os from dotenv import load_dotenv from composio import Composio from autogen_agentchat.agents import AssistantAgent from autogen_ext.models.openai import OpenAIChatCompletionClient from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams load_dotenv() async def main(): # Initialize Composio and create a Docsumo session composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY")) session = composio.create( user_id=os.getenv("USER_ID"), toolkits=["docsumo"] ) url = session.mcp.url ``` ### 5. Configure MCP parameters for Autogen Autogen expects parameters describing how to talk to the MCP server. That is what StreamableHttpServerParams is for. What's happening: - url points to the Tool Router MCP endpoint from Composio - timeout is the HTTP timeout for requests - sse_read_timeout controls how long to wait when streaming responses - terminate_on_close=True cleans up the MCP server process when the workbench is closed ```python # Configure MCP server parameters for Streamable HTTP server_params = StreamableHttpServerParams( url=url, timeout=30.0, sse_read_timeout=300.0, terminate_on_close=True, headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")} ) ``` ### 6. Create the model client and agent What's happening: - OpenAIChatCompletionClient wraps the OpenAI model for Autogen - McpWorkbench connects the agent to the MCP tools - AssistantAgent is configured with the Docsumo tools from the workbench ```python # Create model client model_client = OpenAIChatCompletionClient( model="gpt-5", api_key=os.getenv("OPENAI_API_KEY") ) # Use McpWorkbench as context manager async with McpWorkbench(server_params) as workbench: # Create Docsumo assistant agent with MCP tools agent = AssistantAgent( name="docsumo_assistant", description="An AI assistant that helps with Docsumo operations.", model_client=model_client, workbench=workbench, model_client_stream=True, max_tool_iterations=10 ) ``` ### 7. Run the interactive chat loop What's happening: - The script prompts you in a loop with You: - Autogen passes your input to the model, which decides which Docsumo tools to call via MCP - agent.run_stream(...) yields streaming messages as the agent thinks and calls tools - Typing exit, quit, or bye ends the loop ```python print("Chat started! Type 'exit' or 'quit' to end the conversation.\n") print("Ask any Docsumo related question or task to the agent.\n") # Conversation loop while True: user_input = input("You: ").strip() if user_input.lower() in ["exit", "quit", "bye"]: print("\nGoodbye!") break if not user_input: continue print("\nAgent is thinking...\n") # Run the agent with streaming try: response_text = "" async for message in agent.run_stream(task=user_input): if hasattr(message, "content") and message.content: response_text = message.content # Print the final response if response_text: print(f"Agent: {response_text}\n") else: print("Agent: I encountered an issue processing your request.\n") except Exception as e: print(f"Agent: Sorry, I encountered an error: {str(e)}\n") ``` ## Complete Code ```python import asyncio import os from dotenv import load_dotenv from composio import Composio from autogen_agentchat.agents import AssistantAgent from autogen_ext.models.openai import OpenAIChatCompletionClient from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams load_dotenv() async def main(): # Initialize Composio and create a Docsumo session composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY")) session = composio.create( user_id=os.getenv("USER_ID"), toolkits=["docsumo"] ) url = session.mcp.url # Configure MCP server parameters for Streamable HTTP server_params = StreamableHttpServerParams( url=url, timeout=30.0, sse_read_timeout=300.0, terminate_on_close=True, headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")} ) # Create model client model_client = OpenAIChatCompletionClient( model="gpt-5", api_key=os.getenv("OPENAI_API_KEY") ) # Use McpWorkbench as context manager async with McpWorkbench(server_params) as workbench: # Create Docsumo assistant agent with MCP tools agent = AssistantAgent( name="docsumo_assistant", description="An AI assistant that helps with Docsumo operations.", model_client=model_client, workbench=workbench, model_client_stream=True, max_tool_iterations=10 ) print("Chat started! Type 'exit' or 'quit' to end the conversation.\n") print("Ask any Docsumo related question or task to the agent.\n") # Conversation loop while True: user_input = input("You: ").strip() if user_input.lower() in ['exit', 'quit', 'bye']: print("\nGoodbye!") break if not user_input: continue print("\nAgent is thinking...\n") # Run the agent with streaming try: response_text = "" async for message in agent.run_stream(task=user_input): if hasattr(message, 'content') and message.content: response_text = message.content # Print the final response if response_text: print(f"Agent: {response_text}\n") else: print("Agent: I encountered an issue processing your request.\n") except Exception as e: print(f"Agent: Sorry, I encountered an error: {str(e)}\n") if __name__ == "__main__": asyncio.run(main()) ``` ## Conclusion You now have an Autogen assistant wired into Docsumo through Composio's Tool Router and MCP. From here you can: - Add more toolkits to the toolkits list, for example notion or hubspot - Refine the agent description to point it at specific workflows - Wrap this script behind a UI, Slack bot, or internal tool Once the pattern is clear for Docsumo, you can reuse the same structure for other MCP-enabled apps with minimal code changes. ## How to build Docsumo MCP Agent with another framework - [OpenAI Agents SDK](https://composio.dev/toolkits/docsumo/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/docsumo/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/docsumo/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/docsumo/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/docsumo/framework/codex) - [OpenClaw](https://composio.dev/toolkits/docsumo/framework/openclaw) - [Hermes](https://composio.dev/toolkits/docsumo/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/docsumo/framework/cli) - [Google ADK](https://composio.dev/toolkits/docsumo/framework/google-adk) - [LangChain](https://composio.dev/toolkits/docsumo/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/docsumo/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/docsumo/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/docsumo/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/docsumo/framework/crew-ai) ## Related Toolkits - [Google Drive](https://composio.dev/toolkits/googledrive) - Google Drive is a cloud storage platform for uploading, sharing, and collaborating on files. It's perfect for keeping your documents accessible and organized across devices. - [Google Docs](https://composio.dev/toolkits/googledocs) - Google Docs is a cloud-based word processor that enables document creation and real-time collaboration. Its seamless sharing and version history make team editing and content management a breeze. - [Google Super](https://composio.dev/toolkits/googlesuper) - Google Super is an all-in-one suite combining Gmail, Drive, Calendar, Sheets, Analytics, and more. It gives you a unified platform to manage your digital life, boosting productivity and organization. - [Affinda](https://composio.dev/toolkits/affinda) - Affinda is an AI-powered document processing platform that automates data extraction from resumes, invoices, and more. It streamlines document-heavy workflows by turning files into structured, actionable data. - [Agility cms](https://composio.dev/toolkits/agility_cms) - Agility CMS is a headless content management system for building and managing digital experiences across platforms. It lets teams update content quickly and deliver omnichannel experiences with ease. - [Algodocs](https://composio.dev/toolkits/algodocs) - Algodocs is an AI-powered platform that automates data extraction from business documents. It delivers fast, secure, and accurate processing without templates or manual training. - [Api2pdf](https://composio.dev/toolkits/api2pdf) - Api2Pdf is a REST API for generating PDFs from HTML, URLs, and documents using powerful engines like wkhtmltopdf and Headless Chrome. It streamlines document conversion and automation for developers and businesses. - [Aryn](https://composio.dev/toolkits/aryn) - Aryn is an AI-powered platform for parsing, extracting, and analyzing data from unstructured documents. Use it to automate document processing and unlock actionable insights from your files. - [Boldsign](https://composio.dev/toolkits/boldsign) - Boldsign is a digital eSignature platform for sending, signing, and tracking documents online. Organizations use it to automate agreements and manage legally binding workflows efficiently. - [Boloforms](https://composio.dev/toolkits/boloforms) - BoloForms is an eSignature platform built for small businesses, offering unlimited signatures, templates, and forms. It simplifies digital document signing and team collaboration at a predictable, fixed price. - [Box](https://composio.dev/toolkits/box) - Box is a cloud content management and file sharing platform for businesses. It helps teams securely store, organize, and collaborate on files from anywhere. - [Carbone](https://composio.dev/toolkits/carbone) - Carbone is a blazing-fast report generator that turns JSON data into PDFs, Word docs, spreadsheets, and more using flexible templates. It lets you automate document creation at scale with minimal code. - [Castingwords](https://composio.dev/toolkits/castingwords) - CastingWords is a transcription service specializing in human-powered, accurate transcripts via a simple API. Get seamless audio-to-text conversion for interviews, meetings, podcasts, and more. - [Cloudconvert](https://composio.dev/toolkits/cloudconvert) - CloudConvert is a powerful file conversion service supporting over 200 file formats. It streamlines converting, compressing, and managing documents, media, and more, all in one place. - [Cloudlayer](https://composio.dev/toolkits/cloudlayer) - Cloudlayer is a document and asset generation service for creating PDFs and images via API or SDKs. It lets you automate high-quality doc creation, saving dev time and reducing manual work. - [Cloudpress](https://composio.dev/toolkits/cloudpress) - Cloudpress is a content export tool for Google Docs and Notion. It automates publishing to your favorite Content Management Systems. - [Contentful graphql](https://composio.dev/toolkits/contentful_graphql) - Contentful graphql is a content delivery API that lets you access Contentful data using GraphQL queries. It gives you efficient, flexible ways to fetch and manage structured content for any digital project. - [Conversion tools](https://composio.dev/toolkits/conversion_tools) - Conversion Tools is an online service for converting documents between formats such as PDF, Word, Excel, XML, and CSV. It lets you automate complex document workflows with just a few clicks. - [Convertapi](https://composio.dev/toolkits/convertapi) - ConvertAPI is a robust file conversion service for documents, images, and spreadsheets. It streamlines programmatic format changes and lets developers automate complex workflows with a single API. - [Craftmypdf](https://composio.dev/toolkits/craftmypdf) - CraftMyPDF is a web-based service for designing and generating PDFs with templates and live data. It streamlines document creation by automating personalized PDFs at scale. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Docsumo MCP? 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. ### Can I use Tool Router MCP with Autogen? Yes, you can. Autogen 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. ### Can I manage the permissions and scopes for Docsumo while using Tool Router? 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. ### How safe is my data with Composio Tool Router? 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. --- [See all toolkits](https://composio.dev/toolkits) ยท [Composio docs](https://docs.composio.dev/llms.txt)