• NUMBERS
  • USERS
  • METADATA
  • HUMAN

How to manage fax account resources with your AI

Connect Documo to your AI client to audit your fax numbers and user access without logging into the dashboard.

Ask AI about this page

Short answer

How can I check my Documo fax numbers and users with AI?

Your AI pulls your assigned fax numbers and user permission lists directly from your Documo account. You get a clear view of your account setup through simple chat commands. This breakdown shows you exactly how to audit your resources.

Resource outcomes

What you can audit

Your AI pulls specific data points from Documo to give you an instant overview of your account.

NUMBERS

Fax number audit

The AI lists every fax number assigned to your account. You'll see exactly what numbers are active and available.

USERS

User permission check

Get a list of all users in your Documo account. This helps you see who has access to your fax services.

METADATA

Account overview

Pull high-level account details to verify your Documo settings. It provides the context needed for broader account management.

HUMAN

Manual updates

The AI can read your data but cannot change user roles or add new numbers. You'll still handle those changes in the Documo portal.

The workflow

What your AI does when you ask for account data.

The AI acts as a bridge between your chat interface and the Documo API to fetch your specific account details.

  1. Identify fax numbers

    The AI scans your account to find all active fax numbers currently in use.

    list_assigned_fax_numbers

  2. List account users

    Your agent retrieves a list of everyone registered under your Documo account.

    list_documo_users

  3. Fetch account details

    The AI pulls general metadata to provide a snapshot of your account configuration.

    get_documo_account_metadata

  4. Report findings

    The AI organizes the retrieved data into a readable format for you to review.

    list_documo_users

Try it

Copy these to start.

Use these prompts to begin interacting with your Documo data.

Starting points

These are basic requests. You can swap out specific names or number counts to get more precise answers.

Documo Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_adKPKA4rkb26MwEfx3a3oDgjE9c1bUebHZyb3d7S/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 — Documo capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "documo-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_adKPKA4rkb26MwEfx3a3oDgjE9c1bUebHZyb3d7S/mcp"
    }
  }
}
Copy into chat04

  • List all my assigned fax numbers.

  • Who are the users in my Documo account?

  • Show me the metadata for my Documo account.

  • Which fax numbers are currently assigned to my account?

  • Claude
  • ChatGPT
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  • VS Code
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  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Documo once, then ask.

Follow the link to link your account. Your credentials stay encrypted and secure, and you can immediately start asking questions about your fax resources.

Connect Documo to your AI

FAQ

How this task behaves

  • 01

    Can my AI add new fax numbers to my account?

    No. The AI can only list the numbers that are already assigned to you.

  • 02

    Can I change user permissions through the AI?

    No. You must manage user roles and permissions directly within your Documo account.

  • 03

    Does the AI see my faxed documents?

    No. This specific connection only allows the AI to see account metadata, user lists, and assigned numbers.

  • 04

    Can the AI delete a user?

    No. The AI is limited to reading account information and cannot perform deletions or modifications.

  • 05

    How often does the AI see updated user lists?

    The AI sees the most current data available in Documo every time you ask it to list your users.

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

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