---
title: "Docsumo integration for LuumenAI"
url: "https://www.luumen.ai/integrations/docsumo/"
entity: SoftwareIntegration
category: "AI & automation"
audience: "SRE, DevOps, platform engineering, IT operations"
---

# Docsumo integration for LuumenAI

Read document types, tables, and cases in Docsumo, then make changes with approval

## What LuumenAI can do with Docsumo

LuumenAI connects to Docsumo with an API token and exposes 11 tools (8 read-only · 2 write · 1 destructive). Reads answer immediately; writes are shown as a plan and require approval by default, configurable per tool by an administrator.

## Key facts

- Authentication: API token
- Tools available: 11 tools (8 read-only · 2 write · 1 destructive)
- Plan: available on all plans
- Category: AI & automation

## About Docsumo with LuumenAI

Docsumo holds the extraction pipeline your back-office work depends on. Luumen connects with an API key and reads it directly: which document types are enabled, what documents have come through, the rows in a lookup table, the cases behind an external agent. When something needs to change — a new folder, a table row, a table removed — Luumen shows the plan first and waits for your approval.

## Example tools

Read-only (8 in total):

- `DOCSUMO_GET_ENABLED_DOCUMENT_TYPES` — Retrieves a summary of document types available in Docsumo, including both enabled and disabled document types for the authenticated user.
- `DOCSUMO_GET_EXTERNAL_AGENTS` — List all external agents configured in your Docsumo account.
- `DOCSUMO_GET_TABLE_DATA` — Retrieve all data from a specific database table in Docsumo.
- `DOCSUMO_GET_USER_DOCUMENT_TYPES` — List available user document types and user info.
- `DOCSUMO_LIST_ALL_DOCUMENTS` — Fetch a comprehensive list of all documents in your Docsumo account.
- `DOCSUMO_LIST_ENABLED_DOCUMENT_TYPES` — Retrieve a list of document types currently enabled for your account.
- `DOCSUMO_LIST_EXTERNAL_AGENT_CASES` — List all cases for a specific external agent casetype.
- `DOCSUMO_POST_MCA_ANALYSIS` — Performs Merchant Cash Advance (MCA) analysis on uploaded bank statement documents.

Write and destructive (3 in total, approval required by default):

- `DOCSUMO_ADD_TABLE_ROW` — Add a new empty row at the end of a specified database table in Docsumo.
- `DOCSUMO_CREATE_FOLDER` — Create a new folder in Docsumo for organizing documents by category or type.
- `DOCSUMO_DELETE_TABLE` — Delete one or more database tables from Docsumo.

## Frequently asked questions

### How does LuumenAI connect to Docsumo?

Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.

### Can LuumenAI change things in Docsumo on its own?

Read actions answer immediately. Anything that writes is shown as a plan and requires approval by default, including the 1 action classified as destructive. Administrators configure that per tool.

### Is there an audit trail?

Every call to Docsumo — read or write, approved or declined — is recorded with the actor, the input, and the result.

Full page: https://www.luumen.ai/integrations/docsumo/