Docsumo

Learn how to use Docsumo with Composio

Overview

SLUG: DOCSUMO

Description

Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.

Authentication Details

generic_api_key
stringRequired

Connecting to Docsumo

Create an auth config

Use the dashboard to create an auth config for the Docsumo toolkit. This allows you to connect multiple Docsumo accounts to Composio for agents to use.

1

Select App

Navigate to the Docsumo toolkit page and click “Setup Integration”.

2

Configure Auth Config Settings

Select among the supported auth schemes of and configure them here.

3

Create and Get auth config ID

Click “Create Integration”. After creation, copy the displayed ID starting with ac_. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database. This ID will be used to create connections to the toolkit for a given user.

Connect Your Account

Using API Key

1from composio import Composio
2
3# Replace these with your actual values
4docsumo_auth_config_id = "ac_YOUR_DOCSUMO_CONFIG_ID" # Auth config ID created above
5user_id = "0000-0000-0000" # UUID from database/app
6
7composio = Composio()
8
9def authenticate_toolkit(user_id: str, auth_config_id: str):
10 # Replace this with a method to retrieve an API key from the user.
11 # Or supply your own.
12 user_api_key = input("[!] Enter API key")
13
14 connection_request = composio.connected_accounts.initiate(
15 user_id=user_id,
16 auth_config_id=auth_config_id,
17 config={"auth_scheme": "API_KEY", "val": user_api_key}
18 )
19
20 # API Key authentication is immediate - no redirect needed
21 print(f"Successfully connected Docsumo for user {user_id}")
22 print(f"Connection status: {connection_request.status}")
23
24 return connection_request.id
25
26
27connection_id = authenticate_toolkit(user_id, docsumo_auth_config_id)
28
29# You can verify the connection using:
30connected_account = composio.connected_accounts.get(connection_id)
31print(f"Connected account: {connected_account}")

Tools

Executing tools

To prototype you can execute some tools to see the responses and working on the Docsumo toolkit’s playground

Python
1from composio import Composio
2from openai import OpenAI
3import json
4
5openai = OpenAI()
6composio = Composio()
7
8# User ID must be a valid UUID format
9user_id = "0000-0000-0000" # Replace with actual user UUID from your database
10
11tools = composio.tools.get(user_id=user_id, toolkits=["DOCSUMO"])
12
13print("[!] Tools:")
14print(json.dumps(tools))
15
16def invoke_llm(task = "What can you do?"):
17 completion = openai.chat.completions.create(
18 model="gpt-4o",
19 messages=[
20 {
21 "role": "user",
22 "content": task, # Your task here!
23 },
24 ],
25 tools=tools,
26 )
27
28 # Handle Result from tool call
29 result = composio.provider.handle_tool_calls(user_id=user_id, response=completion)
30 print(f"[!] Completion: {completion}")
31 print(f"[!] Tool call result: {result}")
32
33invoke_llm()

Tool List

Tool Name: Get Enabled Document Types

Description

Tool to retrieve enabled document types summary for the user.

Action Parameters

Action Response

data
objectRequired
error
string
error_code
string
message
string
status
stringRequired
status_code
integerRequired
successful
booleanRequired

Tool Name: Get User Document Types

Description

Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.

Action Parameters

Action Response

data
objectRequired
error
string
error_code
string
message
stringRequired
status
stringRequired
status_code
integerRequired
successful
booleanRequired

Tool Name: MCA Analysis

Description

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.

Action Parameters

doc_ids
arrayRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired