How to connect Docsumo to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Docsumo account to Cowork via Composio Connect, enabling it to show all available document types for your account, retrieve summary of enabled document types, analyze uploaded bank statement for monthly credits and debits, and more such actions on your behalf without compromising your account security.

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Docsumo

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.

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Docsumo account to Cowork via Composio Connect, enabling it to show all available document types for your account, retrieve summary of enabled document types, analyze uploaded bank statement for monthly credits and debits, and more such actions on your behalf without compromising your account security.

Also integrate Docsumo with

OpenAI Agents SDK Claude Agent SDK Claude Code Codex OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK Mastra AI LlamaIndex CrewAI

Connecting Docsumo to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash

https://connect.composio.dev/mcp

Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Docsumo account

Back in Cowork, ask the agent to connect to Docsumo or give it any Docsumo-related task.

For example, ask Cowork to:

"Show all available document types for your account"
"Retrieve summary of enabled document types"
"Analyze uploaded bank statement for monthly credits and debits"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Docsumo account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Docsumo through MCP without you sharing account credentials directly with the agent.

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.

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.

FRAMEWORKS

How to build Docsumo MCP Agent with another framework

OpenAI Agents SDK

Use Docsumo MCP with OpenAI Agents SDK

Claude Agent SDK

Use Docsumo MCP with Claude Agent SDK

Claude Code

Use Docsumo MCP with Claude Code

Codex

Use Docsumo MCP with Codex

OpenClaw

Use Docsumo MCP with OpenClaw

Hermes

Use Docsumo MCP with Hermes

CLI

Use Docsumo MCP with CLI

Google ADK

Use Docsumo MCP with Google ADK

LangChain

Use Docsumo MCP with LangChain

Vercel AI SDK

Use Docsumo MCP with Vercel AI SDK

Mastra AI

Use Docsumo MCP with Mastra AI

LlamaIndex

Use Docsumo MCP with LlamaIndex

CrewAI

Use Docsumo MCP with CrewAI

MORE TOOLKITS

Explore Other Toolkits

Toolkit marketplace

Google Drive

Oauth2

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

Oauth2

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

Oauth2Api Key

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

Api Key

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.

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. Claude Cowork 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.

Start with Docsumo.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Docsumo tool your agent needs.Free to start.

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Customer stories

Teams ship real agents on Composio

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Karan skipped his own birthday party to fix our critical issue. It was 10pm and he diverted his Waymo to help us instead. This really sets the bar — it shows the commitment you need when users rely on your software.

Harsha Gaddipati

Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

Abhi Arya

Co-founder, Opennote

We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

Nirman Dave

CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

Ryan Yu

Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

Tomisin Jenrola

Founder & CEO, SwarmZero

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Jerome Leclanche

Co-Founder, Ingram Technologies