The Docugami MCP Server enables AI Agents and applications to interact with Docugami’s unmatched Document AI capabilities through a standardized MCP interface using nothing more than simple natural language. It eliminates the barrier between your complex files and usable data, setting off a cascade of automated actions that accelerate your business workflows.
Stop just reading documents; turn them into a system of action.
Ever wanted an AI Agent that could read and understand all of your critical business documents for you? With the new Docugami Model Context Protocol (MCP) server, now you can. Think about the strategic advantages of instant intelligence. If you’re an insurance broker, you know that the key data you need is buried deep within Loss Runs, ACORD forms, and other long-form documents. Now, imagine an AI agent that automatically extracts every critical data point and uses that insight to proactively group your prospective clients by their risk profiles. This kind of seamless processing transforms your workflow from data entry to client strategy.
What is a Model Context Protocol (MCP) Server?
Docugami’s MCP Server is a bridge between our industry-leading Document AI System of Action and a wide range of precision AI agents, built on the open Model Context Protocol standard.
Our Docugami MCP Server acts as a universal adapter that lets a variety of AI agents tap directly into our patented Document AI capabilities. Now, your team can unlock the power of agentic AI using nothing more than simple natural language. Your favorite AI agents can access our tools via a standardized interface to ingest and process all your complex business documents. With our MCP Server, AI agents can leverage our industry-leading Document AI to sort, understand, and extract key information, instantaneously fueling virtually any business process.
Whether tools you use in your business – CLM, CRM, ERP, BI, cloud platforms, or communication tools like Teams or Slack – our MCP server makes integration frictionless. You no longer need to write custom API calls or glue code. Now, your AI environment can directly plug into Docugami using our MCP server that exposes a suite of resources, tools, and prompts representing Docugami’s features, so any MCP-compatible client can discover and use them.
What is the Docugami MCP Server?
The MCP Server instantly transforms Docugami’s advanced Document AI into standard MCP tools, resources, and prompts. This means any compatible MCP client can access our unmatched capabilities and start working with business documents; no coding required.
The Docugami MCP Server acts as a secure bridge, allowing AI agents to understand and interact with your Docugami workspace.
This integration allows to:
- List all your documents, docsets, and projects.
- Upload new documents for processing.
- Download generated artifacts and reports.
- Manage projects and docsets by adding or removing documents.
- Query specific document details.
- Take Action by automatically linking document data to your established workflows and business processes
Business Use Cases
The Docugami MCP Server unlocks a vast array of use cases for AI agents. While the following examples focus on the commercial insurance industry, these powerful scenarios are easily adapted to any sector that relies on complex, long-form documents.
- Automatically Extracting Loss Run Data. Ask the AI agent “whenever I receive a new loss run, extract all the key data and provide it to me in a report form.” The Docugami MCP Server exposes our robust document AI capabilities as tools that can be invoked by natural language instructions. Our XML Knowledge Graph transforms your documents and compiles the necessary information with unmatched precision and confidence.
- Automatically comparing multiple policies. Ask the AI agent “compare these five policies from five different providers in five different formats and prepare a report identifying the key advantages of each for a specific client.” Conventional IDP products struggle to understand complex tables, industry-specific information, and documents that are structured in widely varied formats. Docugami’s patented document AI can handle virtually any document type, giving your AI agents the ability to do the work that would take humans hours or even days to complete.
- Automatically preparing submissions. Ask the AI agent “analyze all of the information related to this customer. For example, loss runs, ACORD forms, individual claim documents, emails with attachments, and compile all the relevant information in the specific format required for submission to underwriting.” Without Docugami’s advanced document understanding capabilities, this would be a non-starter for any AI agent, but armed with our patented document AI, it is now possible.
- Automatically preparing Certificates of Insurance. Ask the AI agent “whenever I receive an email requesting a COI, automatically initiate a sequence that identifies the relevant policy, locates the necessary information, prepares a draft COI, and routes both the COI and the background materials to a specific individual for final review.” Thanks to the Docugami MCP server, all of these steps can be automated, freeing you and your team for more strategic work, and reducing the COI task to an efficient final review.
Getting Started: A Quick Guide
Connecting to the Docugami MCP server is straightforward. Here’s how you can set it up in two popular environments.
Connecting in Le Chat
If you use Le Chat, you can add Docugami as a custom connector to start managing your documents with simple conversational commands.
- Follow the instructions for Configuring a Custom Connector in Le Chat.
- When prompted for the Connector Server, use the full URL for the Docugami MCP server:
https://api.docugami.com/mcp - Set the Authentication Method to API Token Authentication.
- Configure the header as follows:
- Header name: Authorization
- Header type: Bearer
- When you use the connector for the first time, you will be prompted to enter a token. Use the API key from your Docugami workspace to complete the connection.
Connecting in Visual Studio Code with GitHub Copilot
Bring the full power of your Docugami workspace into VSCode, the world's most popular code editor:
- In VSCode, open the chat window and switch to Agent mode (@workspace).
- Choose HTTP (HTTP or Server-Sent Events) as the type of MCP server to add.
- Enter the MCP Server URL: https://api.docugami.com/mcp
- Give your server a memorable ID, such as docugami-mcp-server.
- The mcp.json configuration file will open. You need to add your authorization header. Modify the file to include your Docugami API key as a Bearer token:
"docugami-mcp-server": {
"url": "https://api.docugami.com/mcp",
"type": "http",
"headers": {
"Authorization": "Bearer <Your-Docugami-API-Key>"
}
}
6. Save the file, and the MCP server will be active. You can now interact with it directly in the Copilot chat!Putting It to Work
Once configured, using the MCP server feels like magic. You can use natural language prompts to perform complex actions.
For example, simply type:
"Show me all my document sets"
Copilot will recognize this as a task for the Docugami MCP Server, call the list_document_sets tool, and return the results directly in the chat.
This seamless integration transforms your Docugami workspace from a destination you have to visit into a powerful, programmable resource available on demand.
The Future of System of Action
The Docugami MCP Server represents a fundamental shift in how you can interact with your business-critical documents. By making your business document data a first-class citizen in your business processes, we’re opening the door to powerful new automation, deeper integrations, and unprecedented productivity.
Ready to get started? Dive in with the guides above and see what you can build.
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