What can Lyro not do in Docsumo?

It cannot upload a document or trigger extraction on one. The connected actions read and organise what is already in the account - listing documents, reading table data, creating folders, running MCA Analysis - so files still reach Docsumo through your existing upload route before Lyro can work with them.

Does MCA Analysis work on a bank statement that just arrived?

No. Statements have to be uploaded and fully processed by Docsumo first, and if they are still processing the action returns a status message instead of the analysis. Lyro can check with List All Documents and come back once the documents show as ready.

Delete Table is destructive - how should that be controlled?

Delete Table permanently removes one or more database tables and cannot be undone, so it belongs in internal, authenticated conversations rather than on a public widget. What Lyro can reach at all follows the permissions on the Docsumo API credentials you connect.

Why does Lyro say a document type is not available?

Docsumo enables document types per account. Get Enabled Document Types returns both the enabled and the disabled types for the authenticated user, and Get User Document Types adds that account's limits, so Lyro can tell you a type is switched off instead of failing on it.

Docsumo MCP integration

Searches the document library, runs MCA analysis over processed bank statements, and keeps Docsumo folders and database tables organised.

Connect Docsumo See all integrations

11actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

Create folder
Lyro creates new folders to organize documents by category or type within Docsumo. Organized folder structure helps customers categorize and retrieve documents efficiently.
Get enabled document types
Lyro retrieves a summary of document types available in Docsumo, including enabled and disabled options. This confirms what document formats the customer can process.
List all documents
Lyro fetches a comprehensive list of all documents in the customer's Docsumo account. The complete inventory helps customers find, review, or manage their stored data.

See all 11 actions

How businesses use Docsumo + Lyro

Each card is one request a support team gets, and the Docsumo actions Lyro runs to close it.

Find a document by type, status or folder
Lyro filters the full Docsumo document list by document type, processing status, creation date, folder or keyword, so a question about whether an invoice arrived does not need the dashboard.
List All DocumentsList Enabled Document TypesGet Table Data
Summarise a set of processed bank statements
Lyro runs Merchant Cash Advance analysis over uploaded bank statements and reports account holder details, total credits and debits, and a month-by-month breakdown of categorised transactions.
MCA AnalysisList All DocumentsGet Table Data
Keep the document library and tables tidy
Lyro creates a folder for a new category such as invoices or contracts, appends an empty row to a database table ready for data entry, and removes tables that are no longer in use.
Create FolderAdd Table RowDelete Table
Track cases moving through an external agent
Lyro lists the external agents configured on the account and the cases under a given casetype, filtered by stage, assignee, workflow state or date range, so a status question gets a current answer.
Get External AgentsList External Agent CasesList All Documents

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Docsumo actions it has and picks the ones a request needs.

01
Connect Docsumo
Authorize the Docsumo account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Docsumo actions that close it and chains as many as the request needs.
03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free

Docsumo · Lyro

Everything else about Docsumo

Setup, permissions, and the limits of what Lyro can do inside Docsumo.

It cannot upload a document or trigger extraction on one. The connected actions read and organise what is already in the account - listing documents, reading table data, creating folders, running MCA Analysis - so files still reach Docsumo through your existing upload route before Lyro can work with them.

Every action available in Docsumo

All 11 actions your agent can call on Docsumo, straight from the live MCP connection.

Add table row
Add a new empty row at the end of a specified database table in Docsumo.
Create folder
Create a new folder in Docsumo for organizing documents by category or type.
Delete table
Delete one or more database tables from Docsumo.
Get enabled document types
Retrieves a summary of document types available in Docsumo, including both enabled and disabled document types for the authenticated user.
Get external agents
List all external agents configured in your Docsumo account.
Get table data
Retrieve all data from a specific database table in Docsumo.
Get user document types
List available user document types and user info.
List all documents
Fetch a comprehensive list of all documents in your Docsumo account.
List enabled document types
Retrieve a list of document types currently enabled for your account.
List external agent cases
List all cases for a specific external agent casetype.
Mca analysis
Performs Merchant Cash Advance (MCA) analysis on uploaded bank statement documents.