• RECEIPTS
  • CONTRACTS
  • INVOICES
  • UNCERTAIN

How to automatically classify document types with your AI

Connect Extracta to your agent once. From then on, your AI handles the sorting work.

Ask AI about this page

Short answer

How can I get my AI to sort my files into categories?

You set up specific rules, and your AI uses them to label every new document it sees. This keeps your files organized without manual work. You'll see the specific outcomes below.

Where files land.

Categorized outcomes.

The AI sorts every incoming file into one of these buckets based on your rules.

RECEIPTS

Expense tracking

The AI identifies purchase documents and labels them as receipts. You can then move them to your accounting folder.

CONTRACTS

Legal review

Files identified as legal agreements get tagged as contracts. This makes them easy to find for your next review.

INVOICES

Accounts payable

Billing documents are caught and categorized as invoices. This helps you track what you owe at a glance.

UNCERTAIN

Human review needed

If a file doesn't match any of your rules, the AI flags it for you. You decide where these ambiguous files go.

The workflow

What your AI does when a file arrives.

The AI follows a set sequence to ensure every document gets the right label.

  1. Set rules

    You define the logic the AI uses to recognize specific document types.

    create_classification

  2. Ingest files

    The AI pulls in the document using a direct link.

    upload_file_url

  3. Analyze content

    The AI checks the file against your rules to find a match.

    get_classification_results

  4. Deliver results

    The AI provides the final category for the document.

    get_classification_results

Try it

Copy these to start.

Paste these lines into your chat to begin working.

Starting points

Swap out the bracketed text for your actual folder paths or file names.

Extracta Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_C65ttiBqS65NCFErwJyenYxrCFQRkfcwF5fUOGUO/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 — Extracta capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "extracta-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_C65ttiBqS65NCFErwJyenYxrCFQRkfcwF5fUOGUO/mcp"
    }
  }
}
Copy into chat04

  • Create a rule to classify any file in my Dropbox folder as a receipt.

  • Check the classification for this file: https://storage.link/invoice_123.pdf

  • Look at the files in my Google Drive and tell me which ones are contracts.

  • Use the classification results to tell me if this document is an invoice or a receipt.

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

Start here

Connect Extracta once, then ask.

Just click the link to connect. Your login stays encrypted, and the full walkthrough lives on the Connector page.

Connect Extracta to your AI

FAQ

How the classification behaves

  • 01

    Can the AI change the content inside my documents?

    No. The AI only reads the files to determine their type.

  • 02

    Will the AI delete files that don't match a rule?

    No. Files that don't match a rule are simply flagged as uncertain for you to review.

  • 03

    Can the AI move files into different folders for me?

    No. The AI provides the classification results, but you or your existing automation must handle the actual file movement.

  • 04

    Does the AI extract specific data like totals or dates?

    No. This tool is for categorizing files, not for extracting specific data points from within them.

  • 05

    Can I use this to scan an entire cloud drive?

    The AI processes files via the URLs you provide to it.

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

Connect Extracta to Claude, Cursor, ChatGPT & more