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Docsumo connects to a Nagent workspace with an API key. Once it is connected, agents can call 11 Docsumo actions, such as "Add Table Row", "Create Folder" and "Get Enabled Document Types". Nothing is enabled on connect: each action is allowed one at a time, and an action with side effects runs or waits for a person according to the agent's level.
Every operation an agent can call against Docsumo, with input parameters and output schema.
DOCSUMO_ADD_TABLE_ROWTool 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.
Input parameters
The unique database table identifier. Use the list tables endpoint to retrieve valid table IDs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_CREATE_FOLDERTool 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).
Input parameters
Document category/type that will be stored in this folder. This specifies what kind of documents the folder will contain (e.g., 'invoice', 'auto_classify_ai'). You can get available document types using the Get User Document Types or Get Enabled Document Types actions.
The name of the new folder to be created. Use descriptive names to organize documents by category, project, or client.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_DELETE_TABLETool 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.
Input parameters
Array of database table IDs to delete. Each ID represents a specific table that will be permanently removed from the database.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_GET_ENABLED_DOCUMENT_TYPESRetrieves 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.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_GET_EXTERNAL_AGENTSTool 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.
Input parameters
Filter agents by type. Use 'all' to retrieve all agents, 'doctype' for document type agents, or 'casetype' for case type agents.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_GET_TABLE_DATATool 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.
Input parameters
The unique database table identifier
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_GET_USER_DOCUMENT_TYPESTool to list available user document types and user info. Use when you need to discover all supported document classifications and user limits.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_LIST_ALL_DOCUMENTSTool 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.
Input parameters
Search for a keyword or phrase in document titles. This performs a partial match.
View filter options for listing documents.
The maximum number of documents to return in the response (up to 20).
The number of documents to skip for pagination.
Document processing status options.
Sort order options for documents.
Filter by a specific document type. You can get the available doc_type values from the 'Get User Document Types' action.
The ID of the folder to filter by. This parameter is required when view is set to 'folder'.
Filter documents by creation date range. Use the format '\[operator\]:\[YYYY-MM-DD\]'. 'gte:YYYY-MM-DD' for greater than or equal to a specific date, 'lte:YYYY-MM-DD' for less than or equal to a specific date. You can combine both for a date range (e.g., 'gte:2025-03-20<e:2025-03-30').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_LIST_ENABLED_DOCUMENT_TYPESTool 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.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_LIST_EXTERNAL_AGENT_CASESTool 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.
Input parameters
Number of cases per page (0-100). Default is 20.
Pagination offset for retrieving subsequent pages. Default is 0.
Sort options for cases listing.
Filter by one or more stage IDs. Repeat parameter for multiple values.
Filter by assigned user IDs. Specify one or more user IDs to filter cases assigned to those users.
Unique identifier of the casetype to retrieve cases for
Filter by workflow states. Specify one or more workflow states to filter cases.
Filter cases created up to this date. Format: DD/MM/YYYY (e.g., '31/12/2024').
Filter cases modified up to this date. Format: DD/MM/YYYY (e.g., '31/12/2024').
Filter cases created from this date onwards. Format: DD/MM/YYYY (e.g., '01/01/2024').
Filter cases modified from this date onwards. Format: DD/MM/YYYY (e.g., '01/01/2024').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSUMO_POST_MCA_ANALYSISPerforms 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.
Input parameters
List of document IDs representing the bank statements to be analyzed. These IDs must correspond to bank statement documents that have been uploaded to Docsumo and completed processing (status: 'processed'). You can obtain document IDs from the document list API endpoint.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
Agents can call 11 Docsumo actions on Nagent, including "Add Table Row", "Create Folder" and "Get Enabled Document Types". Add Table Row: Add a new empty row at the end of a specified database table in Docsumo. Each action is listed on this page with its input parameters and its output.
Docsumo connects with an API key, under your workspace's own connection. Nothing is enabled on connect: each action is allowed one at a time and can be scoped to the agents that need it.
Add Table Row takes 1 required input: ddid. It returns data, error and successful.