Docsumo
for LuumenAI

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

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.

The Docsumo toolbox

11 tools: 8 read, 3 write. Reads answer instantly. Writes require approval by default. Everything is logged.

  • ReadGet Enabled Document TypesRetrieves a summary of document types available in Docsumo, including both enabled and disabled document types for the authenticated user.
  • ReadGet External AgentsList all external agents configured in your Docsumo account.
  • ReadGet Table DataRetrieve all data from a specific database table in Docsumo.
  • ReadGet User Document TypesList available user document types and user info.
  • ReadList All DocumentsFetch a comprehensive list of all documents in your Docsumo account.
  • ReadList Enabled Document TypesRetrieve a list of document types currently enabled for your account.
  • ReadList External Agent CasesList all cases for a specific external agent casetype.
  • ReadMCA AnalysisPerforms Merchant Cash Advance (MCA) analysis on uploaded bank statement documents.
  • WriteAdd Table RowAdd a new empty row at the end of a specified database table in Docsumo. Approval by default
  • WriteCreate FolderCreate a new folder in Docsumo for organizing documents by category or type. Approval by default
  • WriteDelete TableDelete one or more database tables from Docsumo. Approval by default

One prompt, start to finish

What a governed Docsumo run looks like inside Luumen.

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 — add table row, create folder, delete table — is shown as a plan and requires approval by default, including the 1 action classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.

Who gets access to the integration?

You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.

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, and can be linked to the ticket or change record.

Put Docsumo to work with Luumen

Connect in minutes. Every action scoped, approved, and audited from day one.