Team
Shared credential for production and unattended runs.
Connect Docsumo with Hookshot™ and your stack
Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.
Tools and triggers
What Agents can do in Docsumo
Available tools and events after Docsumo is connected.
-
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…
-
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…
-
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…
-
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…
Setup
Connect Docsumo in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
Build with us
See Hookshot™ in your stack.
Request early access or book a live walkthrough with the team.
