# How to integrate Docsumo MCP with CrewAI ```json { "title": "How to integrate Docsumo MCP with CrewAI", "toolkit": "Docsumo", "toolkit_slug": "docsumo", "framework": "CrewAI", "framework_slug": "crew-ai", "url": "https://composio.dev/toolkits/docsumo/framework/crew-ai", "markdown_url": "https://composio.dev/toolkits/docsumo/framework/crew-ai.md", "updated_at": "2026-05-12T10:09:13.147Z" } ``` ## Introduction This guide walks you through connecting Docsumo to CrewAI 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 CrewAI 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) ## TL;DR Here's what you'll learn: - Get a Composio API key and configure your Docsumo connection - Set up CrewAI with an MCP enabled agent - Create a Tool Router session or standalone MCP server for Docsumo - Build a conversational loop where your agent can execute Docsumo operations ## What is CrewAI? CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews. Key features include: - Agent Roles: Define specialized agents with specific goals and backstories - Task Management: Create tasks with clear descriptions and expected outputs - Crew Orchestration: Combine agents and tasks into collaborative workflows - MCP Integration: Connect to external tools through Model Context Protocol ## 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 agent to Docsumo. It provides structured and secure access so your agent can perform Docsumo operations on your behalf through a secure, permission-based interface. 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 Before starting, make sure you have: - Python 3.9 or higher - A Composio account and API key - A Docsumo connection authorized in Composio - An OpenAI API key for the CrewAI LLM - Basic familiarity with Python ### 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 **What's happening:** - composio connects your agent to Docsumo via MCP - crewai provides Agent, Task, Crew, and LLM primitives - crewai-tools[mcp] includes MCP helpers - python-dotenv loads environment variables from .env ```bash pip install composio crewai crewai-tools[mcp] python-dotenv ``` ### 3. Set up environment variables Create a .env file in your project root. What's happening: - COMPOSIO_API_KEY authenticates with Composio - USER_ID scopes the session to your account - OPENAI_API_KEY lets CrewAI use your chosen OpenAI model ```bash COMPOSIO_API_KEY=your_composio_api_key_here USER_ID=your_user_id_here OPENAI_API_KEY=your_openai_api_key_here ``` ### 4. Import dependencies **What's happening:** - CrewAI classes define agents and tasks, and run the workflow - MCPServerHTTP connects the agent to an MCP endpoint - Composio will give you a short lived Docsumo MCP URL ```python import os from composio import Composio from crewai import Agent, Task, Crew from crewai_tools import MCPServerAdapter import dotenv dotenv.load_dotenv() COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY") COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID") if not COMPOSIO_API_KEY: raise ValueError("COMPOSIO_API_KEY is not set") if not COMPOSIO_USER_ID: raise ValueError("COMPOSIO_USER_ID is not set") ``` ### 5. Create a Composio Tool Router session for Docsumo **What's happening:** - You create a Docsumo only session through Composio - Composio returns an MCP HTTP URL that exposes Docsumo tools ```python composio_client = Composio(api_key=COMPOSIO_API_KEY) session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["docsumo"]) url = session.mcp.url ``` ### 6. Initialize the MCP Server **What's Happening:** - Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication. - MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format. - Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools. - Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops. - Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries. ```python server_params = { "url": url, "transport": "streamable-http", "headers": {"x-api-key": COMPOSIO_API_KEY}, } with MCPServerAdapter(server_params) as tools: agent = Agent( role="Search Assistant", goal="Help users search the internet effectively", backstory="You are a helpful assistant with access to search tools.", tools=tools, verbose=False, max_iter=10, ) ``` ### 7. Create a CLI Chatloop and define the Crew **What's Happening:** - Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable. - Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean. - Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses. - Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context. - Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response. - Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity. ```python print("Chat started! Type 'exit' or 'quit' to end.\n") conversation_context = "" while True: user_input = input("You: ").strip() if user_input.lower() in ["exit", "quit", "bye"]: print("\nGoodbye!") break if not user_input: continue conversation_context += f"\nUser: {user_input}\n" print("\nAgent is thinking...\n") task = Task( description=( f"Conversation history:\n{conversation_context}\n\n" f"Current request: {user_input}" ), expected_output="A helpful response addressing the user's request", agent=agent, ) crew = Crew(agents=[agent], tasks=[task], verbose=False) result = crew.kickoff() response = str(result) conversation_context += f"Agent: {response}\n" print(f"Agent: {response}\n") ``` ## Complete Code ```python from crewai import Agent, Task, Crew, LLM from crewai_tools import MCPServerAdapter from composio import Composio from dotenv import load_dotenv import os load_dotenv() GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY") COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY") COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID") if not GOOGLE_API_KEY: raise ValueError("GOOGLE_API_KEY is not set in the environment.") if not COMPOSIO_API_KEY: raise ValueError("COMPOSIO_API_KEY is not set in the environment.") if not COMPOSIO_USER_ID: raise ValueError("COMPOSIO_USER_ID is not set in the environment.") # Initialize Composio and create a session composio = Composio(api_key=COMPOSIO_API_KEY) session = composio.create( user_id=COMPOSIO_USER_ID, toolkits=["docsumo"], ) url = session.mcp.url # Configure LLM llm = LLM( model="gpt-5", api_key=os.getenv("OPENAI_API_KEY"), ) server_params = { "url": url, "transport": "streamable-http", "headers": {"x-api-key": COMPOSIO_API_KEY}, } with MCPServerAdapter(server_params) as tools: agent = Agent( role="Search Assistant", goal="Help users with internet searches", backstory="You are an expert assistant with access to Composio Search tools.", tools=tools, llm=llm, verbose=False, max_iter=10, ) print("Chat started! Type 'exit' or 'quit' to end.\n") conversation_context = "" while True: user_input = input("You: ").strip() if user_input.lower() in ["exit", "quit", "bye"]: print("\nGoodbye!") break if not user_input: continue conversation_context += f"\nUser: {user_input}\n" print("\nAgent is thinking...\n") task = Task( description=( f"Conversation history:\n{conversation_context}\n\n" f"Current request: {user_input}" ), expected_output="A helpful response addressing the user's request", agent=agent, ) crew = Crew(agents=[agent], tasks=[task], verbose=False) result = crew.kickoff() response = str(result) conversation_context += f"Agent: {response}\n" print(f"Agent: {response}\n") ``` ## Conclusion You now have a CrewAI agent connected to Docsumo through Composio's Tool Router. The agent can perform Docsumo operations through natural language commands. Next steps: - Add role-specific instructions to customize agent behavior - Plug in more toolkits for multi-app workflows - Chain tasks for complex multi-step operations ## 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) ## 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 CrewAI? Yes, you can. CrewAI 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)