Docsumo
Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.
Verdict
Common use cases
- Extract transaction data from bank statements
- Classify uploaded financial documents by type
- Generate MCA reports for loan underwriting
- Audit monthly account balances across statements
- Validate invoice data before accounting sync
Integration
- Vendor
- Docsumo
- Category
- docs
- Auth
- API_KEY
- Tools
- 3
- Composio slug
docsumo
Tools
- Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
- 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.
- MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Setup
Setup guide
- 1Click the Integrations tab in your Switchy workspace settings and search for Docsumo. Select 'Connect' and paste your Docsumo API key when prompted — find this in your Docsumo dashboard under Settings > API Configuration. Grant read access to document types and analysis results. Click 'Test Connection' to verify Switchy can retrieve your enabled document types. Open any Space and type '@Docsumo list my document types' to confirm the integration works. If you see your configured document classifications (invoices, bank statements, receipts), you're ready. To analyze a document, upload it to Docsumo first via their web app, wait for processing to complete, then @mention Docsumo in Switchy to query the extracted data. The MCP reads results; it doesn't trigger new document uploads or OCR jobs.
What teammates see: by default, memories from Docsumo are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
List Document Types
@Docsumo show me all the document types enabled in my account and tell me how many documents I've processed this month.Open in a Space →
MCA Analysis Summary
@Docsumo run an MCA analysis on the most recent bank statement we uploaded and summarize the monthly cash flow trends.Open in a Space →
Check Processing Capacity
@Docsumo what are my user limits for document processing and how close am I to hitting them?Open in a Space →
Document Type Audit
@Docsumo list every document classification we can process and tell me which ones we've used in the last 30 days.Open in a Space →
MCA Eligibility Check
@Docsumo analyze the latest bank statements for MCA eligibility and highlight any months with negative ending balances.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Docsumo what document types can I process right now, and how many pages do I have left this month?
Your Docsumo account supports 12 document types including invoices, receipts, bank statements, tax forms (W-2, 1099), and purchase orders. You've processed 847 pages this billing cycle with 2,153 pages remaining in your plan. Your account tier allows up to 3,000 pages per month. All enabled types support automatic field extraction with confidence scoring.
This example shows how to check account limits before bulk processing. Useful for capacity planning when onboarding new document workflows. The page quota resets monthly; exceeding it may require plan upgrades or throttle processing.
@Docsumo run MCA analysis on the three bank statements I uploaded yesterday and show me the monthly cash flow trend
MCA analysis complete for Q1 2024 statements (January–March). Monthly breakdown: January showed $47,320 in credits and $39,180 in debits (net +$8,140). February had $52,100 credits, $44,890 debits (net +$7,210). March recorded $49,650 credits, $41,230 debits (net +$8,420). Average monthly balance increased 6% quarter-over-quarter. Detected 3 recurring ACH debits totaling $1,850/month. No NSF fees or overdrafts flagged.
MCA analysis requires bank statements to be uploaded and processed first—this isn't real-time OCR. The tool calculates merchant cash advance eligibility metrics automatically. Best for lending workflows where you need structured financial summaries from unstructured PDFs.
@Docsumo I need to process 200 invoices from our Q4 vendor folder—can you check if my account supports invoice extraction and estimate processing time?
Yes, invoice extraction is enabled on your account. Based on your current page quota (2,153 pages remaining) and assuming average 1.2 pages per invoice, you can process all 200 invoices this cycle. Estimated processing time: 8–12 minutes for the full batch. Docsumo will extract standard fields like vendor name, invoice number, date, line items, tax, and total. Confidence scores below 85% will flag for manual review.
This combines account capability checking with capacity planning. Processing time varies by document complexity and API load. The MCP doesn't trigger uploads—you'd still use Docsumo's UI or API separately to submit files, then query extraction results.
Use-case deep-dives
When Docsumo MCP speeds up loan application review
A 6-person fintech underwriting team processes 40-60 loan applications weekly, each requiring bank statement analysis and document classification. The Docsumo MCP is the right call here because the MCA Analysis tool delivers month-by-month credit/debit breakdowns directly into Switchy, letting the team triage applications in shared threads without toggling to Docsumo's UI. The Get User Document Types tool confirms which statement formats are supported before upload. This works when your team already uses Docsumo for OCR and needs the analysis step inside Switchy. If you're not yet a Docsumo customer or your volume is under 10 apps per week, the manual export overhead probably isn't worth the integration. For teams at scale, this MCP turns loan review into a conversation instead of a spreadsheet shuffle.
Why Docsumo MCP fits document-heavy AP workflows
A 3-person accounting ops team at a mid-market SaaS company handles 200+ vendor invoices monthly, most arriving as PDFs via email. The Docsumo MCP makes sense if you're already routing those PDFs through Docsumo for extraction and need to query document types or confirm processing status without leaving Switchy. The Get Enabled Document Types tool shows which invoice formats are live, useful when onboarding a new vendor with non-standard layouts. The limitation: this MCP doesn't expose line-item extraction or approval workflows, so if your team needs to validate invoice details or trigger payments, you'll still open the Docsumo dashboard. Use this MCP when your Switchy workflow is about document classification and readiness checks, not deep data validation. For pure AP automation, stick with Docsumo's native integrations.
When Docsumo MCP helps gather document metadata fast
A 2-person compliance team at a small credit union preps quarterly audits by confirming which customer documents are classified and processed in Docsumo. The MCP's Get User Document Types tool pulls the full list of supported classifications and user limits into Switchy, letting the team cross-check against audit requirements in a shared workspace. This is useful when you need to verify document coverage before an examiner arrives, not when you're extracting data from individual files. The MCP doesn't surface document-level details or timestamps, so if your audit requires proof of processing dates or field-level accuracy, you'll export reports from Docsumo directly. This integration wins when your compliance workflow is about inventory and readiness, not forensic review. For teams running monthly audits or handling fewer than 50 document types, the manual check is faster.
Frequently asked
What does the Docsumo MCP do in Switchy?
It lets your team extract structured data from financial documents like bank statements and invoices. The MCP connects to Docsumo's document processing engine, so you can ask an AI agent to classify documents, pull transaction details, or run merchant cash advance analyses without leaving Switchy. It's useful when you're automating underwriting, reconciliation, or compliance workflows.
Do I need admin access to connect Docsumo?
You need a Docsumo API key, which typically requires account-level permissions to generate. If your team already uses Docsumo, ask whoever manages your account to create a key with read access to document types and processing endpoints. The MCP doesn't modify documents or settings, so you don't need full admin rights once the key is provisioned.
Can the Docsumo MCP upload and process new documents?
No. The three tools retrieve document type metadata and run analyses on already-processed files. If you need to upload a PDF or trigger OCR, you'll still use Docsumo's web interface or upload API directly. This MCP is for querying results and running post-processing analytics, not for ingestion.
How is this different from using Docsumo's dashboard?
The dashboard is built for manual review and one-off exports. The MCP lets you chain document analysis into multi-step AI workflows—like pulling MCA breakdowns, cross-referencing them with CRM data, and drafting approval memos in one conversation. You trade Docsumo's UI controls for programmability inside Switchy's agent environment.
Who on the team should connect the Docsumo MCP?
Whoever owns your document processing pipeline—usually someone in ops, finance, or underwriting. They'll know which document types you've enabled in Docsumo and can confirm the API key has the right scope. Once connected, any Switchy user with workspace access can invoke the tools, so one connection serves the whole team.