• INVOICE
  • CONTRACT
  • TAX
  • UNKNOWN

How to classify document types with your AI

Connect Sensible once to give your agent the ability to read and label your files. From there, you just tell it what to do with them.

Ask AI about this page

Short answer

How can I use AI to sort my documents?

Your AI uses Sensible to scan files and determine if they are invoices, contracts, or tax forms. This lets you route files to the correct destination without checking each one manually. You'll see how the classification works below.

Where files land.

Where your documents go.

The AI sorts every incoming file based on what it finds inside.

INVOICE

Accounts Payable

The AI identifies invoices and flags them for your finance workflow. You get a clean list of bills ready for payment.

CONTRACT

Legal Review

Files identified as contracts go straight to your legal folder. This keeps your agreements separate from general paperwork.

TAX

Tax Compliance

Tax forms are pulled out and grouped together. This makes year-end filing much easier to manage.

UNKNOWN

Human Review

If the AI can't be sure what a file is, it marks it for you. You decide where these ambiguous documents belong.

The workflow

What your AI does when a file arrives.

The AI handles the heavy lifting of reading and labeling.

  1. Scan the file

    Your agent looks at the document to understand its structure and content.

    classify_sync

  2. Handle large batches

    If you have a massive pile of files, the AI processes them in the background.

    classify_async

  3. Assign a label

    The AI matches the document to a specific type like an invoice or a contract.

    classify_sync

  4. Route the data

    Once labeled, the AI prepares the file for its next destination.

    classify_async

Try it

Copy these to start.

Use these prompts to trigger the classification tools.

Starting points

These are basic ways to start. Swap out the folder names or file types to match your actual setup.

Sensible Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_o7UzJZoz14EYCYOOWoapn6mPokmSJgmiLbhrr2qv/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 — Sensible capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sensible-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_o7UzJZoz14EYCYOOWoapn6mPokmSJgmiLbhrr2qv/mcp"
    }
  }
}
Copy into chat04

  • Classify the latest invoice in my Dropbox folder.

  • Check the files in my 'Incoming' folder and tell me which ones are contracts.

  • Run an async classification on all the tax forms in my Google Drive.

  • Look at the documents I just uploaded and group them by type.

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

Start here

Connect Sensible once, then ask.

Click the link to connect your account. Your credentials stay encrypted and private, and you can immediately start asking your agent to sort your files.

Connect Sensible to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change the content of my documents?

    No. The AI only reads the files to identify what they are. It does not edit or modify the original documents.

  • 02

    What happens if the AI misclassifies a file?

    If the AI is unsure, it will flag the file for human review. You remain in control of the final organization.

  • 03

    Does it work with all file types?

    It works with standard document formats like PDFs and images. It cannot classify proprietary or encrypted file types it can't read.

  • 04

    Can I automate the actual filing process?

    The AI identifies the type. You then use your agent to move those files to specific folders based on the labels it provides.

  • 05

    Is there a limit to how many files I can process?

    You can process files individually using sync tools or in larger batches using async tools.

  • More questions about Sensible? See everything the Sensible Connector can do

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