Use Docsumo from Claude
Add the Docsumo connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorDocsumo
Docsumo integration for Claude and Codex
Create a Docsumo connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Use Docsumo from Codex
Add the Docsumo connection to a Space that runs Codex, then use it from every channel in that Space.
Use Docsumo from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Analytics & Data
What the Docsumo connector can do
Docsumo extracts structured data from invoices, forms, and financial documents, and keeping that data organized means managing folders, database tables, and the document types the account supports. A finance or operations Space in type.com can ask Claude to create a new folder for a document category, check which document types are enabled, or clean up a database table that's no longer needed.
One connection, many Spaces
Connect Docsumo once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Docsumo in type.com
Organize incoming documents by type
Create a new folder so a specific category of document, like contracts, has a dedicated place to land.
Create a Docsumo folder for incoming vendor contracts.
Check what Docsumo can currently process
Confirm which document types are enabled for the account before routing a new kind of document to it.
List the enabled document types in Docsumo so I know if we can process shipping manifests yet.
Remove an outdated extraction table
Delete a database table that's no longer used once a workflow changes.
Delete the old 2023-invoices table in Docsumo, we've moved to the new extraction setup.
Representative actions
- Add Table Row
Adds a new empty row with the next sequential ID to the end of a specified database table.
- Create Folder
Creates a new folder to organize documents by category or type.
- Delete Table
Permanently removes one or more database tables from the account.
- Get Enabled Document Types
Returns a summary of which document types are currently enabled or disabled for the account.
- Get External Agents
Lists external agents configured in the account for document or case processing.
Connection
API and auth details
Docsumo provides intelligent document-processing APIs for extracting, validating, and analyzing structured data from invoices, forms, financial documents, insurance paperwork, and custom document types. Integrations can upload documents, retrieve extracted data, handle webhooks/callbacks, and automate document review workflows.
- Source
- type.com catalog metadata
- Auth schemes
- API key
- API reference
- https://support.docsumo.com/reference
- Official site
- https://www.docsumo.com/
FAQ
Questions people ask before connecting Docsumo
Can Claude manage Docsumo document processing from type.com?
Yes. With Docsumo connected to a Space, you can ask the agent to create a folder, check enabled document types, or clean up a table, and the result shows up in the thread for the team.
How does type.com authenticate with Docsumo?
Docsumo uses an API key. An admin adds it once when setting up the connection and controls which Spaces can use it.
Can Docsumo document checks run on a schedule?
Yes. A recurring check, such as confirming enabled document types each month, can be set up as a type.com automation that posts to a channel.
Is this the same as a Docsumo MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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