Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.
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.
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).
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.
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.
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.
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.
Tool to list available user document types and user info. Use when you need to discover all supported document classifications and user limits.
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.
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.
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.
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.
The Docsumo integration connects your Dench AI CRM directly to Docsumo, so agents can read and act on your Docsumo data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
11 actions are available for agents to invoke on your behalf. Every call runs through Docsumo's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find Docsumo and click Connect — you'll authorize access through Docsumo's own sign-in flow. No API keys or code required.
Ask an agent to use Docsumo in chat, or call it from an automation.
Manage or disconnect the connection any time from workspace settings.
The Dench Docsumo integration connects your AI CRM to Docsumo, so AI agents can work with your Docsumo data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
The Docsumo integration currently exposes 11 actions, including Add Table Row, Create Folder, Delete Table, Get Enabled Document Types, Get External Agents, and Get Table Data. Agents invoke them on your behalf from chat or from automations.
No. You connect Docsumo from your Dench workspace using Docsumo's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Connections are authorized through Docsumo's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Docsumo connection from your workspace settings at any time.