Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.
Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types. On Nagent, Docsumo is exposed as a fully-configurable ai document extraction integration that any agent can call — 11 actions, and API key authentication. No code is required to wire Docsumo into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Docsumo to automate the kinds of tasks ai document extraction teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Docsumo into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Docsumo, with input parameters and output schema. Drop these into any step of an agent built in Helix.
DOCSUMO_ADD_TABLE_ROWTool 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.
Input parameters
The unique database table identifier. Use the list tables endpoint to retrieve valid table IDs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_CREATE_FOLDERTool 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).
Input parameters
Document category/type that will be stored in this folder. This specifies what kind of documents the folder will contain (e.g., 'invoice', 'auto_classify_ai'). You can get available document types using the Get User Document Types or Get Enabled Document Types actions.
The name of the new folder to be created. Use descriptive names to organize documents by category, project, or client.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_DELETE_TABLETool 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.
Input parameters
Array of database table IDs to delete. Each ID represents a specific table that will be permanently removed from the database.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_GET_ENABLED_DOCUMENT_TYPESRetrieves 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.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_GET_EXTERNAL_AGENTSTool 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.
Input parameters
Filter agents by type. Use 'all' to retrieve all agents, 'doctype' for document type agents, or 'casetype' for case type agents.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_GET_TABLE_DATATool 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.
Input parameters
The unique database table identifier
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_GET_USER_DOCUMENT_TYPESTool to list available user document types and user info. Use when you need to discover all supported document classifications and user limits.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_LIST_ALL_DOCUMENTSTool 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.
Input parameters
Search for a keyword or phrase in document titles. This performs a partial match.
View filter options for listing documents.
The maximum number of documents to return in the response (up to 20).
The number of documents to skip for pagination.
Document processing status options.
Sort order options for documents.
Filter by a specific document type. You can get the available doc_type values from the 'Get User Document Types' action.
The ID of the folder to filter by. This parameter is required when view is set to 'folder'.
Filter documents by creation date range. Use the format '\[operator\]:\[YYYY-MM-DD\]'. 'gte:YYYY-MM-DD' for greater than or equal to a specific date, 'lte:YYYY-MM-DD' for less than or equal to a specific date. You can combine both for a date range (e.g., 'gte:2025-03-20<e:2025-03-30').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_LIST_ENABLED_DOCUMENT_TYPESTool 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.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_LIST_EXTERNAL_AGENT_CASESTool 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.
Input parameters
Number of cases per page (0-100). Default is 20.
Pagination offset for retrieving subsequent pages. Default is 0.
Sort options for cases listing.
Filter by one or more stage IDs. Repeat parameter for multiple values.
Filter by assigned user IDs. Specify one or more user IDs to filter cases assigned to those users.
Unique identifier of the casetype to retrieve cases for
Filter by workflow states. Specify one or more workflow states to filter cases.
Filter cases created up to this date. Format: DD/MM/YYYY (e.g., '31/12/2024').
Filter cases modified up to this date. Format: DD/MM/YYYY (e.g., '31/12/2024').
Filter cases created from this date onwards. Format: DD/MM/YYYY (e.g., '01/01/2024').
Filter cases modified from this date onwards. Format: DD/MM/YYYY (e.g., '01/01/2024').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_POST_MCA_ANALYSISPerforms 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.
Input parameters
List of document IDs representing the bank statements to be analyzed. These IDs must correspond to bank statement documents that have been uploaded to Docsumo and completed processing (status: 'processed'). You can obtain document IDs from the document list API endpoint.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 56 agents privately built on Nagent that already use Docsumo.
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Connect Docsumo to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Docsumo, and click "Connect Now." You'll authenticate with an API key — Nagent handles credential storage and refresh automatically. Once connected, Docsumo is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Docsumo is connected, you configure its 11 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Docsumo steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Docsumo event fires, the agent kicks off automatically.
Every Docsumo action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Docsumo ships with 11 pre-built ai document extraction actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Docsumo together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Docsumo-based workflows tailored to your business.