• DATA
  • LOGS
  • TYPES
  • HUMAN

How to extract structured data from documents with your AI

Connect DocSumo to your AI client to pull specific fields from unstructured files. Once connected, your agent handles the heavy lifting of parsing text into usable formats.

Ask AI about this page

Short answer

How can I turn my PDFs into structured data?

Your AI uses DocSumo to read unstructured documents like invoices or IDs and maps the text to specific fields you need. You'll get organized data ready for your database or spreadsheet.

Data destinations

Where your data lands.

The extraction process moves information from raw files into these specific outcomes.

DATA

Clean database entries

The AI pulls specific values from documents and formats them into structured fields. You get clean rows of data instead of a pile of PDFs.

LOGS

Processed document lists

Your agent can see which files have already been handled. This keeps your automation from repeating work on the same files.

TYPES

Document type mapping

The AI identifies which extraction template to use based on the file type. It ensures an invoice is treated like an invoice and an ID like an ID.

HUMAN

Manual review queue

If the extraction confidence is low, the data stays flagged for you. You decide when a field is accurate enough to move forward.

The workflow

What your AI does when a document arrives.

The AI acts as the bridge between your raw files and your structured storage.

  1. Identify document types

    The agent checks which extraction models are available to match against your incoming files.

    list_docsumo_document_types

  2. Pull specific fields

    The AI targets the exact text needed, like invoice numbers or dates, and pulls them into a structured format.

    get_document_extraction_data

  3. Check history

    Your agent looks at what has already been processed to avoid duplicate work.

    list_processed_documents

  4. Verify extraction

    The AI uses the extracted data to answer your specific questions about the document content.

    get_document_extraction_data

Try it

Copy these to start.

Use these prompts to trigger the extraction process.

Starting points

These are basic ways to start. Swap out the document names or field types to match your actual files.

DocSumo Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_DarJaMV6QupFu1Axj4v77AXHtRZpXKyo2RrpnsLx/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — DocSumo capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "docsumo-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_DarJaMV6QupFu1Axj4v77AXHtRZpXKyo2RrpnsLx/mcp"
    }
  }
}
Copy into chat04

  • List all the document types available in DocSumo.

  • Extract the total amount and vendor name from the latest invoice PDF.

  • Show me a list of all documents that have been processed recently.

  • Get the data from the ID document I just uploaded.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect DocSumo once, then ask.

Just follow the link to authorize the connection. Your credentials stay encrypted, and you can start asking your AI to read your files immediately.

Connect DocSumo to your AI

FAQ

How the extraction works

  • 01

    Can the AI edit the original PDF file?

    No. The AI only reads the data from the document; it cannot change the source file itself.

  • 02

    Can I use this to create new documents?

    No. This connector is designed to extract data from existing files, not to generate or write new PDFs.

  • 03

    How does the AI know which fields to grab?

    The AI uses the document types defined in DocSumo to know exactly which fields are available for extraction.

  • 04

    What happens if the AI can't read a field?

    The extraction will return the available data, but you'll need to review any low-confidence fields manually.

  • 05

    Can I see a list of everything already processed?

    Yes, your agent can list all previously processed documents to help you track your progress.

  • More questions about DocSumo? The Connector page answers them. See everything the DocSumo Connector can do

Connect DocSumo to Claude, Cursor, ChatGPT & more