Document & File Management

Connect Docsumo to Your AI Agents

Enable your Wkil agents to retrieve extracted document data, review document types, and organize files through a secure Docsumo integration.

Authentication: API key

Build with Docsumo

What you can do

Retrieve structured data extracted from documents
Look up configured document types
Organize processed documents into folders

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

11 verified tools

List All Documents

Retrieve documents processed through the extraction pipeline.

Get Table Data

Retrieve structured table data extracted from a document.

List Enabled Document Types

Retrieve the document types the account is configured to process.

Create Folder

Create a new folder to organize processed documents.

Add Table Row

Add a new empty row to a database table.

Get External Agents

Retrieve the external agents configured on the account.

List External Agent Cases

Retrieve the cases handled by a specific external agent.

MCA Analysis

Run a merchant cash advance analysis on uploaded bank statements.

View all verified tools (search)

Add Table RowCreate FolderDelete TableGet Enabled Document TypesGet External AgentsGet Table DataGet User Document TypesList All DocumentsList Enabled Document TypesList External Agent CasesMCA Analysis

Practical agent use cases

An agent pulls extracted table data from a processed invoice into a finance workflow.
An agent organizes newly processed contracts into a dedicated folder.

How it works with Wkil

1
Choose the integration
Add Docsumo to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

Can the agent upload a new document type for extraction?

New document type configuration happens in Docsumo directly; the agent retrieves data from types already enabled.