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How to connect Docsumo to Claude

Connect Claude Web, Desktop and Cowork 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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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

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Docsumo account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Docsumo with

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Connecting Docsumo to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your Docsumo account

Back in Claude, ask it to connect to Docsumo or give it any Docsumo-related task.

For example, ask Claude 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 Claude, and your Docsumo account is ready to use.

What is the Docsumo Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Docsumo?

The connector can show as connected, but Claude must use it in each Docsumo conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Docsumo again.

2. Why does Claude show an MCP server error before Docsumo connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Docsumo.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Docsumo.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Docsumo authorization link not work?

The Composio connector is one server. Your Docsumo account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Docsumo connection.
  • Composio creates a fresh Docsumo authorization link.
  • Open that link in your browser and finish the Docsumo sign-in.

4. Why do Docsumo actions fail after they worked before?

The Docsumo connection can expire or lose permission.

  • Ask Claude to inspect the Docsumo connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Docsumo account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Docsumo.
  • If the action still fails with a permission error, check that the connected account has that permission in Docsumo itself.

5. How do I switch to a different Docsumo account?

Claude can manage the Docsumo connection for you.

  • Ask Claude to disconnect or delete the current Docsumo account.
  • Ask Claude to connect Docsumo again.
  • Open the new Composio authorization link for Docsumo.
  • Sign in with the other Docsumo account in the browser.
  • After the account connects, ask Claude to retry the Docsumo task.

6. Why is my Docsumo connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Docsumo connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Docsumo tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Docsumo.
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

Claude Code logo

Claude Code

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OpenAI Agents SDK logo

OpenAI Agents SDK

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Claude Agent SDK logo

Claude Agent SDK

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Codex logo

Codex

Use Docsumo MCP with Codex

OpenClaw logo

OpenClaw

Use Docsumo MCP with OpenClaw

Hermes logo

Hermes

Use Docsumo MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Docsumo MCP with Atomic Agent

Google ADK logo

Google ADK

Use Docsumo MCP with Google ADK

LangChain logo

LangChain

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Vercel AI SDK logo

Vercel AI SDK

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Mastra AI logo

Mastra AI

Use Docsumo MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Docsumo MCP with LlamaIndex

CrewAI logo

CrewAI

Use Docsumo MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Docsumo MCP with Pydantic AI

AutoGen logo

AutoGen

Use Docsumo MCP with AutoGen

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.

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