How do I connect Docsumo to Operator?

Connecting Docsumo is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Docsumo and you never reauthorize by hand.

Can my agent work with my files in Docsumo?

Yes. It can create, read, update, and organize documents and files, and pull one back when you ask. Use it to file new documents in the right place, search for something across your account, or keep Docsumo tidy without doing it by hand.

Do I need to write code or manage Docsumo API keys?

No. Operator manages the Docsumo connection and token refresh, so there are no API keys to paste and nothing to deploy.

Can my agent use Docsumo together with my other apps?

Yes. The same agent reaches every app you connect, so it can move between Docsumo and tools like Google Drive, Google Docs, Dropbox in one job, reading from one and acting in another without you wiring anything between them.

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Connect Docsumo to OpenClaw on Operator.io

Docsumo is an AI-powered platform for automating document data extraction and analysis. It helps you turn PDFs, invoices, and forms into structured, actionable data with minimal manual effort.

Document & File Management11 actions

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Automate Docsumo with AI

Your OpenClaw agent lives on Operator and treats Docsumo as one more service it can drive. Send it an outcome in a Telegram or Discord message and it works out which of the 11 Docsumo actions to run, then runs them.

Your agent reaches Docsumo directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.

What your agent can do with Docsumo

Your agent can call any of these Docsumo actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.

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...

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).

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.

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.

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.

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.

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.

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.

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.

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.

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 (t...

How to connect Docsumo

You authorize Docsumo once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Docsumo without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.

When you are ready, the get started guide walks through standing up your OpenClaw agent.

Common questions about Docsumo

How do I connect Docsumo to Operator?: Connecting Docsumo is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Docsumo and you never reauthorize by hand.
Can my agent work with my files in Docsumo?: Yes. It can create, read, update, and organize documents and files, and pull one back when you ask. Use it to file new documents in the right place, search for something across your account, or keep Docsumo tidy without doing it by hand.
Do I need to write code or manage Docsumo API keys?: No. Operator manages the Docsumo connection and token refresh, so there are no API keys to paste and nothing to deploy.
Can my agent use Docsumo together with my other apps?: Yes. The same agent reaches every app you connect, so it can move between Docsumo and tools like Google Drive, Google Docs, Dropbox in one job, reading from one and acting in another without you wiring anything between them.

More apps to automate

Apps your agent runs alongside Docsumo, or browse all integrations.

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